Civic Intelligence

Oregon Tech Foundation Inc.

990 • Fiscal year 2019 • EIN 23-7056213

Jul 01, 2018 to Jun 30, 2019 • Filed on May 13, 2020

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

25th percentile

0.05x

Higher debt load relative to assets than 25% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

52nd percentile

0.31x

Higher debt load relative to revenue than 52% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

65th percentile

8.3%

Higher net margin than 65% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

47th percentile

3.5%

Faster asset growth than 47% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

23rd percentile

-7.4%

Faster revenue growth than 23% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$32,288,476

Up $1,090,400 (+3.5%) from 2018

Net Assets

Up

$30,641,627

Up $730,019 (+2.4%) from 2018

Liabilities

Up

$1,646,849

Up $360,381 (+28%) from 2018

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin65th percentile

Revenue

Down

$5,277,026

Down $419,876 (-7.4%) from 2018

Expenses

Up

$4,838,087

Up $3,000,545 (+163%) from 2018

Net Income

Down

$438,939

Down $3,420,421 (-89%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

2019

Assets$32,288,476
Liabilities$1,646,849
Net Assets$30,641,627
Open 2019 Filing

Operations Trend

Revenue Growth23rd percentile

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

2019

Revenue$5,277,026
Expenses$4,838,087
Net Income$438,939
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 13, 2020
Return Version
2018v3.1
Gross Receipts
$9,896,533
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$23,038,351$25,740,969▲ $2,702,618
Investments Other Securities$2,710,519$3,081,169▲ $370,650
Savings and Temporary Cash Investments$1,902,678$1,569,444▼ $333,234
Pledges and Grants Receivable$3,161,309$1,501,069▼ $1,660,240
Land, Buildings, and Equipment, Net$205,000$205,000→ $0
Accounts Receivable$2,838$18,102▲ $15,264
Prepaid Expenses and Deferred Charges$11,858$8,252▼ $3,606
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$31,198,076$32,288,476▲ $1,090,400
Other Assets Total$165,523$164,471▼ $1,052
Liabilities
Escrow Account Liability$1,064,472$953,779▼ $110,693
Accounts Payable and Accrued Expenses$139,912$613,424▲ $473,512
Other Liabilities$82,084$79,646▼ $2,438
Total Liabilities$1,286,468$1,646,849▲ $360,381
Net Assets / Fund Balance
Unrestricted Net Assets$9,317,098$10,631,102▲ $1,314,004
Permanently Rstr Net Assets$10,471,096$10,568,658▲ $97,562
Temporarily Rstr Net Assets$10,123,414$9,441,867▼ $681,547
Total Net Assets Fund Balance$29,911,608$30,641,627▲ $730,019
Total Liabilities and Net Assets / Fund Balance$31,198,076$32,288,476▲ $1,090,400

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
2018$21,140,356$743,331▲ $975,103$404,079$22,454,711
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
Compensation and Service Providers
Top Officer Pay7th percentile

Board Members and Trustees

NameTitle
Diedra ThompsonPresident
Alan PolaskiVice President
Ann CavanaughDirector
Bill DewittDirector
Darrel SamuelsDirector
Don JohnsonDirector
Donald a BoydDirector
Doug PrattDirector
Gerald J FreschiDirector
James DehoogDirector
James MonroeDirector
John DavisDirector
Lance J BishopDirector
Rick WhitlockDirector
Robert NeathamerDirector
Sally JonesDirector
Sarah DammenDirector
Steven HydeDirector
Tim RossDirector
Trevor MauchDirector
Tracy RickettsEx-officio
Jim BlairSecretary
Don YoungTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,309,388
Program Service Revenue
$15,808
Investment Income
$1,003,500
Other Revenue
$-51,670
All Other Contributions
$4,224,878
Change in Net Assets
$438,939

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
Securities Publicly Traded2$1,699,284Fair Market Value (FMV)
Other Non Cash Contri Table78$91,919Fair Market Value (FMV)
Total Noncash Contributions80$1,791,203-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,282,035
Revenue Not Reported on Financial Statements
$-5,009
Revenue Not Reported on Form 990
$404,047
Other Revenue Adjustments
$-58,966
Total Revenue per Audited Statements
$5,686,082
Total Revenue per Form 990
$5,277,026
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,730,047
Grants and Similar Amounts Paid$784,039
Salaries, Compensation, and Employee Benefits$324,001
Total Fundraising Expense$29,879
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$784,039--$784,039
Other Salaries and Wages$101,333$192,789$29,879$324,001
Other Expenses$72,250--$72,250
Fees for Service Investment Mgmnt Fees$53,957--$53,957
All Other Expenses-$53,076-$53,076
Fees for Services Accounting-$20,500-$20,500
Travel-$17,088-$17,088
Advertising-$6,620-$6,620
Insurance-$6,174-$6,174
Office Expenses-$4,616-$4,616
Occupancy-$2,884-$2,884
Total Functional Expenses$4,504,461$303,747$29,879$4,838,087

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,956,063
Total Expenses per Form 990$4,838,087
Expenses per Audited Statements$4,784,130
Expenses Not Reported on Form 990$171,933
Expenses Not Reported on Financial Statements$53,957
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$19,680
Fundraising Direct Expenses$19,264
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Smaller Events$18,030$12,255$1,983$10,272
Blue Gold Dinner & Auction$65,501$4,930$9,052$-4,122
Total Events$104,190$19,680$19,264$416
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 Split Interest Agreement$79,646
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 campus 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
Krista Darrah
Title
Int. Exec. Director
Signed
2020-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diedra Thompson
Formed
1969
Legal Domicile
Or
Voting Board Members
23
Independent Board Members
22
Employees
0
Volunteers
173

Preparer

Firm
Kdp Certified Public Accountants Llp
Address
841 OHARE PKWY STE 200, MEDFORD, OR 97504-4005
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 = -$14568”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Partnership 1231 gain = -$117227”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Partnership interest = -$12384”

Other Changes In Net Assets Or Fund Balances - Other Increases

“pARTNERSHIP LOSS = $169313”

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 which 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 $14568 event expenses $19264”

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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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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,288,476
Liabilities
$1,646,849
Net assets
$30,641,627
Revenue
$5,277,026
Expenses
$4,838,087
Net income
$438,939
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