Liabilities / Assets
2nd percentile
Higher debt load relative to assets than 2% of similar nonprofits.
990 • Fiscal year 2022 • EIN 46-1574842
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
2nd percentile
Higher debt load relative to assets than 2% of similar nonprofits.
Liabilities / Revenue
3rd percentile
Higher debt load relative to revenue than 3% of similar nonprofits.
Net Margin
93rd percentile
Higher net margin than 93% of similar nonprofits.
Top Officer Pay
39th percentile
Higher top officer pay than 39% of similar nonprofits.
Top officer pay equals 1.1% of source-year revenue.
Asset Growth
80th percentile
Faster asset growth than 80% of similar nonprofits.
Revenue Growth
93rd percentile
Faster revenue growth than 93% of similar nonprofits.
Assets
Up$424,261,272
Up $30,012,424 (+7.6%) from 2021
Net Assets
Up$424,043,812
Up $29,799,395 (+7.6%) from 2021
Liabilities
Up$217,460
Up $213,029 (+4808%) from 2021
Revenue
Up$55,175,960
Up $21,580,005 (+64%) from 2021
Expenses
Down$24,549,449
Down $13,349,187 (-35%) from 2021
Net Income
Up$30,626,511
Up $34,929,192 (+812%) from 2021
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Pledges and Grants Receivable | $229,398,975 | $184,428,671 | ▼ $44,970,304 |
| Investments Other Securities | $107,202,469 | $132,439,120 | ▲ $25,236,651 |
| Cash and Non-Interest-Bearing Accounts | $47,370,294 | $94,878,353 | ▲ $47,508,059 |
| Savings and Temporary Cash Investments | $10,277,110 | $12,514,399 | ▲ $2,237,289 |
| Total Assets | $394,248,848 | $424,261,272 | ▲ $30,012,424 |
| Other Assets Total | $0 | $729 | ▲ $729 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $4,431 | $217,460 | ▲ $213,029 |
| Total Liabilities | $4,431 | $217,460 | ▲ $213,029 |
| Net Assets / Fund Balance | |||
| Net Assets With Donor Restrictions | $394,053,757 | $424,043,832 | ▲ $29,990,075 |
| Net Assets Without Donor Restrictions | $190,660 | $-20 | ▼ $190,680 |
| Total Net Assets Fund Balance | $394,244,417 | $424,043,812 | ▲ $29,799,395 |
| Total Liabilities and Net Assets / Fund Balance | $394,248,848 | $424,261,272 | ▲ $30,012,424 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $132,439,120 | - | - |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2021 | $320,779,585 | $6,679,696 | ▼ $2,763,123 | $1,281,985 | $321,513,135 |
| 2020 | $332,219,766 | $-5,588,032 | ▲ $17,959,441 | $22,176,934 | $320,779,585 |
| 2019 | $330,450,225 | $4,280,434 | ▲ $58,877 | $982,184 | $332,219,766 |
| 2018 | $326,732,748 | $3,425,667 | ▲ $2,625,816 | $814,742 | $330,450,225 |
| 2017 | $321,590,691 | $3,502,549 | ▲ $3,795,712 | $711,379 | $326,732,748 |
| Name | Title |
|---|---|
| Joan Siegel | Board Chair |
| Susan Stevens | Board Chair Elect |
| Steven Raymund | Immediate Past Chair |
| Ronald Weinhold | President/CEO |
| Kelly Bosch | Chief Financial Officer |
| Jay Namyet | Former Chief Inv Officer |
| Julie Schlendorf | Secretary/treasurer |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $23,691,318 |
| Other Expenses | $858,131 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $23,691,318 | - | - | $23,691,318 |
| Fees for Services Other | - | $858,131 | - | $858,131 |
| Total Functional Expenses | $23,691,318 | $858,131 | $0 | $24,549,449 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| University of Oregon | Eugene, OR | State of Oregon | Activities of University of Oregon | $23,305,638 |
| University of Oregon Foundation | Eugene, OR | 501 (c)(3) | Activities of University of Oregon | $385,680 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“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.”
“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.”
“The review of compliance with the conflict of interest policy is performed annually by management and disclosure of potential conflicts of interest is documented. Trustees 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. A designated executive management group reviews those with potential conflicts to determine if there truly is a conflict of interest. For trustees, a conflict of interest log is maintained and available for reference at all board meetings. Prior to vote, the board chair will identify any individuals who must abstain from voting due to a conflict of interest.”
“The board of trustees' executive compensation committee of the university of oregon foundation develops and recommends for board approval a compensation philosophy and the president/ceo total compensation package in accordance with the rebuttable presumption of reasonableness and reviews and approves measurable goals and objectives for the president/ceo. This process was last completed in june 2022.”
“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.”
“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.”
“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, 2022. The organization files an exempt organization return in the u.s. Federal jurisdiction.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 4431 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 217460 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | ASSIST UNIVERSITY OF OREGON FOUNDATION IN ITS ACTIVITIES TO SUPPORT THE UNIVERSITY OF OREGON. |
| IRS990/AllOtherContributionsAmt | 0 | 55129696 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | KELLY BOSCH CFO |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5413020300 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1720 E 13TH AVENUE 410 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | EUGENE |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OR |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 97403 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 47370294 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 94878353 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 1 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 55129696 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 23691318 |
| IRS990/CYInvestmentIncomeAmt | 0 | 46264 |
| IRS990/CYOtherExpensesAmt | 0 | 858131 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 30626511 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 24549449 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 55175960 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | THE U OF O FOUNDATION SUPPORTING ORGANIZATION IS RESTRICTED TO ONLY MAKING GRANTS TO THE UNIVERSITY OF OREGON FOUNDATION OR TO THE UNIVERSITY OF OREGON, BOTH TAX EXEMPT ORGANIZATIONS, UNDER THE ARTICLES OF INCORPORATION. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 394053757 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 424043832 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 1 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 23691318 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 858131 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 858131 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 85061 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 50425 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 67433 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | JOAN SIEGEL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | STEVEN RAYMUND |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | SUSAN STEVENS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JULIE SCHLENDORF |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | RONALD WEINHOLD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | KELLY BOSCH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | JAY NAMYET |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 533601 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 264713 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 276527 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | BOARD CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | IMMEDIATE PAST CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | BOARD CHAIR ELECT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | SECRETARY/TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | PRESIDENT/CEO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | CHIEF FINANCIAL OFFICER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | FORMER CHIEF INV OFFICER |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 2012 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 1 |
| IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 4 |
| IRS990/GrantAmt | 0 | 23691318 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 23691318 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 23691318 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 55175960 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 4 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 46264 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 46264 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 107202469 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 132439120 |
| IRS990/IRPDocumentCnt | 0 | 2 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | OR |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | SEE SCHEDULE OTHE 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 394244417 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 424043812 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -827116 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 190660 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | -20 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 0 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 729 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OwnWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 229398975 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 184428671 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | R PAUL WEINHOLD |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 27911968 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 37405084 |
| IRS990/PYInvestmentIncomeAmt | 0 | 5683987 |
| IRS990/PYOtherExpensesAmt | 0 | 493552 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -4302681 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 37898636 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 33595955 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 30626511 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 1 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 10277110 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 12514399 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd | 0 | 1 |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 936015767 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 5 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 385680 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | UNIVERSITY OF OREGON FOUNDATION |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType1Ind | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 385680 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
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| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
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| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
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| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | UOF INVESTMENT POOL |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct | 0 | 0.96260 |
| IRS990ScheduleD/RelatedOrgListSchRInd | 0 | 1 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | 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, 2022. THE ORGANIZATION FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART V, LINE 4: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART X, LINE 2: |
| IRS990ScheduleD/TermEndowmentBalanceEOYPct | 0 | 0.03740 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 132439120 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 23305638 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 1 | 385680 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | STATE OF OREGON |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 1 | 501 (C)(3) |
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| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 1 | 0 |
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| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 1 | ACTIVITIES OF UNIVERSITY OF OREGON |
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| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 1 | UNIVERSITY OF OREGON FOUNDATION |
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| IRS990ScheduleI/RecipientTable/RecipientEIN | 1 | 936015767 |
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| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 1 | 1720 E 13TH AVENUE 410 |
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| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 1 | EUGENE |
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| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 1 | OR |
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| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 1 | 97403 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | ALL 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/FormAndLineReferenceDesc | 0 | PART I, LINE 2: |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 2 | KELLY BOSCH |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 1 | FORMER CHIEF INV OFFICER |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 2 | CHIEF FINANCIAL OFFICER |
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| IRS990ScheduleJ/SeverancePaymentInd | 0 | 0 |
| IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt | 0 | THE UNIVERSITY OF OREGON FOUNDATION USES THE FOLLOWING METHODS TO DETERMINE THE COMPENSATION THAT IT PAYS TO R PAUL WEINHOLD: THE BOARD OF TRUSTEES' EXECUTIVE COMPENSATION COMMITTEE DEVELOPS AND RECOMMENDS FOR BOARD APPROVAL A COMPENSATION PHILOSOPHY AND THE PRESIDENT/CEO TOTAL COMPENSATION PACKAGE IN ACCORDANCE WITH THE REBUTTABLE PRESUMPTION OF REASONABLENESS AND REVIEWS AND APPROVES MEASURABLE GOALS AND OBJECTIVES FOR THE PRESIDENT/CEO. THIS PROCESS WAS LAST COMPLETED IN JUNE 2022. |
| IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART I, LINE 3 |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE REVIEW OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS PERFORMED ANNUALLY BY MANAGEMENT AND DISCLOSURE OF POTENTIAL CONFLICTS OF INTEREST IS DOCUMENTED. TRUSTEES 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. A DESIGNATED EXECUTIVE MANAGEMENT GROUP REVIEWS THOSE WITH POTENTIAL CONFLICTS TO DETERMINE IF THERE TRULY IS A CONFLICT OF INTEREST. FOR TRUSTEES, A CONFLICT OF INTEREST LOG IS MAINTAINED AND AVAILABLE FOR REFERENCE AT ALL BOARD MEETINGS. PRIOR TO VOTE, THE BOARD CHAIR WILL IDENTIFY ANY INDIVIDUALS WHO MUST ABSTAIN FROM VOTING DUE TO A CONFLICT OF INTEREST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE BOARD OF TRUSTEES' EXECUTIVE COMPENSATION COMMITTEE OF THE UNIVERSITY OF OREGON FOUNDATION DEVELOPS AND RECOMMENDS FOR BOARD APPROVAL A COMPENSATION PHILOSOPHY AND THE PRESIDENT/CEO TOTAL COMPENSATION PACKAGE IN ACCORDANCE WITH THE REBUTTABLE PRESUMPTION OF REASONABLENESS AND REVIEWS AND APPROVES MEASURABLE GOALS AND OBJECTIVES FOR THE PRESIDENT/CEO. THIS PROCESS WAS LAST COMPLETED IN JUNE 2022. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 12C |
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Displayed year
2022 • Form 990Detailed filing. Detailed filing data is available for this year.