Civic Intelligence

Oregon Tech Foundation Inc.

990 • Fiscal year 2018 • EIN 23-7056213

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 22, 2019

Organization ProfileWWW.OIT.EDU/FOUNDATION
3201 Campus DrKlamath Falls, OR 97601

(541) 885-1130

Siviq Scores

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

Liabilities / Assets

21st percentile

0.04x

Higher debt load relative to assets than 21% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

43rd percentile

0.23x

Higher debt load relative to revenue than 43% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets21st percentile

Assets

$31,198,076

No earlier filing loaded for comparison.

Net Assets

$29,911,608

No earlier filing loaded for comparison.

Liabilities

$1,286,468

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin95th percentile

Revenue

$5,696,902

No earlier filing loaded for comparison.

Expenses

$1,837,542

No earlier filing loaded for comparison.

Net Income

$3,859,360

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60M$40M$20M$0Assets 2018: $31,198,076Liabilities 2018: $1,286,468Net Assets 2018: $29,911,6082018Assets 2019: $32,288,476Liabilities 2019: $1,646,849Net Assets 2019: $30,641,6272019Assets 2020: $31,173,364Liabilities 2020: $1,499,883Net Assets 2020: $29,673,4812020Assets 2021: $39,593,421Liabilities 2021: $1,455,623Net Assets 2021: $38,137,7982021Assets 2022: $37,959,600Liabilities 2022: $1,829,355Net Assets 2022: $36,130,2452022Assets 2023: $41,590,298Liabilities 2023: $3,396,154Net Assets 2023: $38,194,1442023Assets 2024: $45,088,238Liabilities 2024: $2,811,832Net Assets 2024: $42,276,4062024

Highlighted filing

2018

Assets$31,198,076
Liabilities$1,286,468
Net Assets$29,911,608
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2018: $5,696,902Expenses 2018: $1,837,542Net Income 2018: $3,859,3602018Revenue 2019: $5,277,026Expenses 2019: $4,838,087Net Income 2019: $438,9392019Revenue 2020: $2,630,032Expenses 2020: $2,809,061Net Income 2020: -$179,0292020Revenue 2021: $3,262,888Expenses 2021: $1,630,016Net Income 2021: $1,632,8722021Revenue 2022: $6,676,501Expenses 2022: $1,995,746Net Income 2022: $4,680,7552022Revenue 2023: $6,429,423Expenses 2023: $3,679,015Net Income 2023: $2,750,4082023Revenue 2024: $4,695,280Expenses 2024: $3,475,550Net Income 2024: $1,219,7302024

Highlighted filing

2018

Revenue$5,696,902
Expenses$1,837,542
Net Income$3,859,360
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 22, 2019
Return Version
2017v2.2
Gross Receipts
$6,170,764
Mission and Program Overview

Mission

The mission of the oregon tech foundation is to promote educational, cultural, charitable, and service functions of the oregon institute of technology.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$20,470,228$23,038,351▲ $2,568,123
Pledges and Grants Receivable$88,937$3,161,309▲ $3,072,372
Investments Other Securities$3,124,072$2,710,519▼ $413,553
Savings and Temporary Cash Investments$2,259,773$1,902,678▼ $357,095
Land, Buildings, and Equipment, Net$205,000$205,000→ $0
Prepaid Expenses and Deferred Charges$31,855$11,858▼ $19,997
Accounts Receivable$477,547$2,838▼ $474,709
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$26,823,774$31,198,076▲ $4,374,302
Other Assets Total$166,362$165,523▼ $839
Liabilities
Escrow Account Liability$903,314$1,064,472▲ $161,158
Accounts Payable and Accrued Expenses$95,531$139,912▲ $44,381
Other Liabilities$90,705$82,084▼ $8,621
Total Liabilities$1,089,550$1,286,468▲ $196,918
Net Assets / Fund Balance
Permanently Rstr Net Assets$10,112,219$10,471,096▲ $358,877
Temporarily Rstr Net Assets$6,133,285$10,123,414▲ $3,990,129
Unrestricted Net Assets$9,488,720$9,317,098▼ $171,622
Total Net Assets Fund Balance$25,734,224$29,911,608▲ $4,177,384
Total Liabilities and Net Assets / Fund Balance$26,823,774$31,198,076▲ $4,374,302

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$170,000-$170,000
Land$35,000-$35,000
Closely Held Equity Interests$1,116,500--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$20,376,920$386,943▲ $1,065,724$689,231$21,140,356
2016$17,752,750$1,614,739▲ $1,956,470$947,039$20,376,920
2015$18,456,189$595,443▼ $848,360$669,494$17,533,778
2014$18,592,863$363,084▲ $271,201$770,959$18,456,189
2013$16,071,572$519,181▲ $2,697,471$695,361$18,592,863
Compensation and Service Providers
Top Officer Pay7th percentile

Board Members and Trustees

NameTitle
Diedra ThompsonPresident
Jim BlairVice President
Alan PolaskiDirector
Ann CavanaughDirector
Bill DewittDirector
Darrel SamuelsDirector
Donald a BoydDirector
Doug PrattDirector
Douglas P KintzingerDirector
Gerald J FreschiDirector
James De HoogDirector
John DavisDirector
KEVIN FERRASCI O'MALLEYDirector
Kristi L ReddDirector
Lance J BishopDirector
Mark W BansemerDirector
Robert NeathamerDirector
Sally JonesDirector
Sarah DammenDirector
Steven HydeDirector
Theodore E ThomDirector
Tim RossDirector
Trevor MauchSecretary
Don YoungTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,046,630
Program Service Revenue
$10,990
Investment Income
$819,487
Other Revenue
$-180,205
All Other Contributions
$4,944,762
Change in Net Assets
$3,859,360

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table82$335,385Market Value
Securities Publicly Traded4$130,565Market Value
Other Non Cash Contri Table1$3,500Market Value
Total Noncash Contributions87$469,450-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,850,857
Revenue Not Reported on Financial Statements
$-153,955
Revenue Not Reported on Form 990
$183,376
Other Revenue Adjustments
$-199,943
Total Revenue per Audited Statements
$6,034,233
Total Revenue per Form 990
$5,696,902
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$821,470
Grants and Similar Amounts Paid$655,875
Salaries, Compensation, and Employee Benefits$360,197
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$655,875--$655,875
Other Salaries and Wages-$360,197-$360,197
Fees for Service Investment Mgmnt Fees$45,988--$45,988
Information Technology-$38,340-$38,340
Fees for Services Accounting-$23,300-$23,300
Other Expenses$70,135$22,768-$22,768
Office Expenses-$17,576-$17,576
Occupancy-$16,800-$16,800
Travel-$15,569-$15,569
Fees for Services Legal-$15,371-$15,371
Fees for Services Other-$9,782-$9,782
Insurance-$3,962-$3,962
Conferences and Meetings-$3,811-$3,811
Advertising-$3,675-$3,675
Total Functional Expenses$1,306,391$531,151$0$1,837,542

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,856,849
Total Expenses per Form 990$1,837,542
Expenses per Audited Statements$1,791,554
Expenses Not Reported on Form 990$65,295
Expenses Not Reported on Financial Statements$45,988
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$19,999
Fundraising Gross Income$19,806
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Running & Scholarship Event$40,378-$1,014-
Blue Gold Dinner & Auction$65,875$6,315$6,712$-397
Total Events$121,674$19,806$19,999$-193
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liability for Splint Interest Agreement$77,306
Present Value Discounts$4,778
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 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, Part VI, Line 11B: Form 990 Review Process

“The 990 return is reviewed by the accounting manager, executive director, and treasurer.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Annually provides the conflict of interest policy and certification, reviewed by the executive director, as well as practicing abstentions during voting.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization makes it governing documents and financial statements available at its business office located at 3201 cmaputs drive by request.”

Filing and Contact Details

Filer

Filer Name
Oregon Tech Foundation Inc
EIN
23-7056213
Phone
5418851130
Address
3201 CAMPUS DR, KLAMATH FALLS, OR 97601

Signing Officer

Name
Tracy Ricketts
Title
Executive Director
Signed
2019-04-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diedra Thompson
Formed
1969
Legal Domicile
Or
Voting Board Members
24
Independent Board Members
24
Employees
0
Volunteers
176

Preparer

Firm
KDP Certified Public Accountants LLP
Address
640 SUPERIOR CT, MEDFORD, OR 97504-6181
Preparer
Susan E St Range CPA
Phone
5417736633
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: other program services”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Change in reserve for uncollectible pledges = -$45296”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Partnership 1231 gain = -$22285”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Partnership interest = -$68”

Other Changes In Net Assets Or Fund Balances - Other Increases

“pARTNERSHIP LOSS = $202297”

Financial Statement Notes

Part III, Line 4: Description of organization'S collections and how it furthers its purpose.

“Collections of artwork, furniture, maps, books, photos and papers from the land of the lakes region, the modoc war, and the west shich are used for scholarly research.”

Part IV, Line 2B: Explanation of escrow account liability

“A not-for-profit organization contributed funds to the foundation for the purpose of holding and distributing those funds to the intended beneficiaries, or for later transfer to another qualified organization.”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Change in reserve for uncoll pledges $45296 event expenses $19999”

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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,198,076
Liabilities
$1,286,468
Net assets
$29,911,608
Revenue
$5,696,902
Expenses
$1,837,542
Net income
$3,859,360
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$45.1$2.81$42.3$4.70$3.48$1.22
2023Detailed filing. Detailed filing data is available for this year.$41.6$3.40$38.2$6.43$3.68$2.75
2022Detailed filing. Detailed filing data is available for this year.$38.0$1.83$36.1$6.68$2.00$4.68
2021Detailed filing. Detailed filing data is available for this year.$39.6$1.46$38.1$3.26$1.63$1.63
2020Detailed filing. Detailed filing data is available for this year.$31.2$1.50$29.7$2.63$2.81$0.18
2019Detailed filing. Detailed filing data is available for this year.$32.3$1.65$30.6$5.28$4.84$0.44
2018Detailed filing. Detailed filing data is available for this year.$31.2$1.29$29.9$5.70$1.84$3.86