Civic Intelligence

U of O Foundation Supporting Organization

990 • Fiscal year 2018 • EIN 46-1574842

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 25, 2019

1720 E 13th Avenue 410Eugene, OR 97403

(541) 302-0300

Siviq Scores

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

Liabilities / Assets

2nd percentile

0.00x

Higher debt load relative to assets than 2% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

4th percentile

0.03x

Higher debt load relative to revenue than 4% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2018

Net Margin

55th percentile

6.9%

Higher net margin than 55% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

30th percentile

$541,688

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2018

Asset Growth

34th percentile

0.7%

Faster asset growth than 34% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Assets

Up

$526,849,209

Up $3,796,054 (+0.7%) from 2017

Net Assets

Up

$526,085,140

Up $3,031,985 (+0.6%) from 2017

Liabilities

Up

$764,069

Up $764,069 from 2017

Revenue

Down

$29,207,627

Down $456,510,234 (-94%) from 2017

Expenses

Down

$27,188,626

Down $3,415,382 (-11%) from 2017

Net Income

Down

$2,019,001

Down $453,094,852 (-100%) from 2017

Historical Trend

Balance Sheet Trend

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

$600M$400M$200M$0Assets 2013: $0Liabilities 2013: $02013Assets 2014: $1Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $45,081,781Liabilities 2015: $288,232Net Assets 2015: $44,793,5492015Assets 2016: $65,741,040Liabilities 2016: $0Net Assets 2016: $65,741,0402016Assets 2017: $523,053,155Liabilities 2017: $0Net Assets 2017: $523,053,1552017Assets 2018: $526,849,209Liabilities 2018: $764,069Net Assets 2018: $526,085,1402018Assets 2019: $468,508,040Liabilities 2019: $1,150Net Assets 2019: $468,506,8902019Assets 2020: $386,275,368Liabilities 2020: $55,828Net Assets 2020: $386,219,5402020Assets 2021: $394,248,848Liabilities 2021: $4,431Net Assets 2021: $394,244,4172021Assets 2022: $424,261,272Liabilities 2022: $217,460Net Assets 2022: $424,043,8122022Assets 2023: $405,821,014Liabilities 2023: $285,698Net Assets 2023: $405,535,3162023Assets 2024: $334,267,315Liabilities 2024: $0Net Assets 2024: $334,267,3152024

Highlighted filing

2018

Assets$526,849,209
Liabilities$764,069
Net Assets$526,085,140

Operations Trend

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

$600M$400M$200M$0-$200MRevenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $48,777,814Expenses 2015: $4,642,732Net Income 2015: $44,135,0822015Revenue 2016: $22,683,219Expenses 2016: $1,435,832Net Income 2016: $21,247,3872016Revenue 2017: $485,717,861Expenses 2017: $30,604,008Net Income 2017: $455,113,8532017Revenue 2018: $29,207,627Expenses 2018: $27,188,626Net Income 2018: $2,019,0012018Revenue 2019: $158,509,889Expenses 2019: $215,880,783Net Income 2019: -$57,370,8942019Revenue 2020: $198,670,447Expenses 2020: $280,711,226Net Income 2020: -$82,040,7792020Revenue 2021: $33,595,955Expenses 2021: $37,898,636Net Income 2021: -$4,302,6812021Revenue 2022: $55,175,960Expenses 2022: $24,549,449Net Income 2022: $30,626,5112022Revenue 2023: $5,343,997Expenses 2023: $28,661,460Net Income 2023: -$23,317,4632023Revenue 2024: $5,752,254Expenses 2024: $47,003,079Net Income 2024: -$41,250,8252024

Highlighted filing

2018

Revenue$29,207,627
Expenses$27,188,626
Net Income$2,019,001
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 25, 2019
Return Version
2017v2.3
Gross Receipts
$34,442,616
Mission and Program Overview

Mission

The purpose and mission of the organization is to support and assist the university of oregon foundation in its activities by management and administration of organization assets representing privately donated funds, by encouraging contributions to the foundation and university from students, alumni, faculty, friends, corporations, foundations, and other organizations, by leading advocacy for the foundation or the university, and by developing, financing, constructing, acquiring and operating facilities for or on behalf of the foundation.

Assist university of oregon foundation in its activities to support the university of oregon

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$420,006,437$368,759,097▼ $51,247,340
Investments Other Securities$85,837,211$126,477,517▲ $40,640,306
Cash and Non-Interest-Bearing Accounts$4,217,946$25,486,194▲ $21,268,248
Savings and Temporary Cash Investments$12,991,561$3,605,459▼ $9,386,102
Land, Buildings, and Equipment, Net$0$2,520,942▲ $2,520,942
Total Assets$523,053,155$526,849,209▲ $3,796,054
Liabilities
Accounts Payable and Accrued Expenses$0$764,069▲ $764,069
Total Liabilities$0$764,069▲ $764,069
Net Assets / Fund Balance
Permanently Rstr Net Assets$318,190,837$321,693,386▲ $3,502,549
Temporarily Rstr Net Assets$204,862,318$204,391,754▼ $470,564
Total Net Assets Fund Balance$523,053,155$526,085,140▲ $3,031,985
Total Liabilities and Net Assets / Fund Balance$523,053,155$526,849,209▲ $3,796,054

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,520,942--
Other Securities$126,477,517--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$321,590,691$3,502,549▲ $3,795,712$711,379$326,732,748
2017$54,767,268$264,297,375▲ $4,172,279$387,701$321,590,691
2016$41,831,533$12,674,261▲ $711,195-$54,767,268
Compensation and Service Providers

Employees

NameTitleOtherTotal
Erika FunkChief Compliance Officer Through Jan 2018$243,126$243,126

Board Members and Trustees

NameTitle
Steven a RaymundBoard Chair Elect
James W ShephardChair
R Paul WeinholdPresident/CEO
Erika FunkChief Compliance Officer Through Jan
Kelly BoschChief Financial Officer
Jay D NamyetChief Investment Officer
Karl OttoCOO Through Sep 30 2017
Joan B SiegelSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$25,633,292
Program Service Revenue
$0
Investment Income
$3,574,335
Other Revenue
$0
All Other Contributions
$25,418,039
Change in Net Assets
$2,019,001
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$26,637,081
Other Expenses$551,545
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$26,637,081--$26,637,081
Fees for Services Other-$551,545-$551,545
Total Functional Expenses$26,637,081$551,545$0$27,188,626
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Oregon FoundationEugene, OR501(c)(3)Activities of University of Oregon$26,637,081
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

Directors shall be appointed, and the number of directors determined, by the board of trustees of the foundation, or by any committee thereof as designated by the board of trustees of the foundation.

Form 990, Part VI, Section B, Line 11B

The form 990 is reviewed internally by foundation management and then reviewed by trustee members who comprise the audit & risk committee. The 990 is also provided on the trustee website for their review upon approval by the audit and risk committee.

Form 990, Part VI, Section B, Line 12C

The review of the conflict of interest policy is documented in the "disclosure of potential conflict of interest statement" form. Both the trustees and employees review the conflict of interest policy statement and complete a conflict of interest disclosure form annually and upon occurrence of a material change in the information disclosed. All forms are logged and reviewed to identify those who have indicated a potential conflict of interest. For trustees, a conflict of interest log is maintained and available for reference at all board meetings. Prior to any vote, the board chair will identify any individuals who must abstain from voting due to a conflict of interest. For employees, any true conflicts are discussed with the employee and human resources and the employee will be restricted from participation in a transaction directly related to that conflict.

Form 990, Part VI, Section C, Line 19

The organization's financial information is consolidated with the university of oregon foundation in the foundation's annual report, which includes financial statements. The foundation's annual report is made available to the public via the foundation website, www.uofoundation.org. Printed copies of the annual report are available upon request. Governing documents and conflict of interest policy are made available to the public via the foundation website.

Filing and Contact Details

Filer

Filer Name
U of O Foundation Supporting
EIN
46-1574842
Phone
5413020300
Address
1720 E 13TH AVENUE 410, EUGENE, OR 97403

Signing Officer

Name
Kelly Bosch
Title
CFO
Phone
5413020300
Signed
2019-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
R Paul Weinhold
Formed
2012
Legal Domicile
Or
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Moss Adams Llp
Address
975 OAK STREET SUITE 500, EUGENE, OR 97401
Preparer
Wendy Campos
Phone
5416861040
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

Endowed funds are invested and will be maintained in perpetuity. The investment earnings will be expended to support the mission of the university of oregon.

PART X, LINE 2:

Financial statement footnote reporting uncertain tax positions: the organization recognizes the tax benefit from uncertain tax positions only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities, based on the technical merits of the position. The tax benefit is measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The organization had no unrecognized tax benefits which would require an adjustment at june 30, 2018. The organization files an exempt organization return in the u.s. Federal jurisdiction.

Raw XML AppendixShowing 400 of 532 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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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0936015767
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt026637081
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF OREGON FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt026637081
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt02520942
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt02520942
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0428347
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0321590691
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt03502549
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0326732748
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01016478
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt03795712
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0711379
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0676978
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt054767268
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0264297375
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0321590691
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0581552
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04172279
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0387701
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0449721
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt041831533
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt012674261
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt054767268
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0711195
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0126477517
IRS990ScheduleD/OtherSecuritiesGrp/Desc0UOF INVESTMENT POOL
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.98460
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWED FUNDS ARE INVESTED AND WILL BE MAINTAINED IN PERPETUITY. THE INVESTMENT EARNINGS WILL BE EXPENDED TO SUPPORT THE MISSION OF THE UNIVERSITY OF OREGON.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FINANCIAL STATEMENT FOOTNOTE REPORTING UNCERTAIN TAX POSITIONS: THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION HAD NO UNRECOGNIZED TAX BENEFITS WHICH WOULD REQUIRE AN ADJUSTMENT AT JUNE 30, 2018. THE ORGANIZATION FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.01540
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02520942
IRS990ScheduleD/TotalBookValueSecuritiesAmt0126477517
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt026637081
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ACTIVITIES OF UNIVERSITY OF OREGON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF OREGON FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0936015767
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01720 E 13TH AVENUE 410
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EUGENE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097403
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL FUNDS RECEIVED BY THE ORGANIZATION FROM A DONOR ARE ADMINISTERED IN ACCORDANCE WITH THE WRITTEN INTENT OF THE DONOR. ORIGINAL GIFT DOCUMENTS ARE RETAINED IN ACCORDANCE WITH THE ORGANIZATION'S RECORDS MANAGEMENT POLICY. IN ORDER TO ENSURE COMPLIANCE WITH DONOR INTENT, THE ORGANIZATION PLACES ALL ASSETS INTO FUNDS THAT CAN BE READILY IDENTIFIED. IT IS THE ROLE OF THE ORGANIZATION TO ONLY APPROVE THOSE EXPENDITURES THAT ARE IN ALIGNMENT WITH DONOR INTENT. EACH EXPENDITURE REQUEST MUST BE SIGNED BY AN AUTHORIZED SIGNER OF THE IDENTIFIED FUND. THE ORGANIZATION WILL DENY A REQUEST IF IT IS DETERMINED UPON REVIEW THAT THE EXPENDITURE DOES NOT MATCH THE DONOR INTENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0452971
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1469281
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2199520
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3161966
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4234732
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt049464
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt149464
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt236640
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt331144
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt432495
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt022653
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt122943
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt26966
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt319045
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt45191
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt01156
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0R PAUL WEINHOLD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JAY D NAMYET
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2ERIKA FUNK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3KELLY BOSCH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4KARL OTTO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CHIEF INVESTMENT OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2CHIEF COMPLIANCE OFFICER THROUGH JAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3CHIEF FINANCIAL OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4COO THROUGH SEP 30 2017
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0526244
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1541688
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2243126
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3212155
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt4272418
IRS990ScheduleJ/SeverancePaymentInd01
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0ERIKA FUNK, FORMER CHIEF COMPLIANCE OFFICER WAS TERMINATED EFFECTIVE JANUARY 30, 2018. SHE NOW SERVES AS AN INDEPENDENT COMPLIANCE CONSULTANT REPRESENTING ALTA STANDARDS. UOF HAS A CONTRACT WITH ALTA STANDARDS AND THERE IS ASSOCIATED 1099 REPORTABLE EXPENSES PAID, TOTALING $16,610 TO ALTA STANDARDS FROM 2/2/18 THROUGH 6/30/18.

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