Civic Intelligence

U of O Foundation Supporting Organization

990 • Fiscal year 2022 • EIN 46-1574842

Jul 01, 2021 to Jun 30, 2022 • Filed on May 14, 2023

1720 E 13th Avenue 410Eugene, OR 97403-2253

(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.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Liabilities / Revenue

3rd percentile

0.00x

Higher debt load relative to revenue than 3% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Top Officer Pay

39th percentile

$618,662

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Asset Growth

80th percentile

7.6%

Faster asset growth than 80% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Revenue Growth

93rd percentile

64%

Faster revenue growth than 93% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2021 to 2022

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

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

2022

Assets$424,261,272
Liabilities$217,460
Net Assets$424,043,812

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

2022

Revenue$55,175,960
Expenses$24,549,449
Net Income$30,626,511
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 14, 2023
Return Version
2021v4.2
Gross Receipts
$55,175,960
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$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 Categories

AssetBook ValueDepreciationBasis
Other Securities$132,439,120--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
Compensation and Service Providers

Board Members and Trustees

NameTitle
Joan SiegelBoard Chair
Susan StevensBoard Chair Elect
Steven RaymundImmediate Past Chair
Ronald WeinholdPresident/CEO
Kelly BoschChief Financial Officer
Jay NamyetFormer Chief Inv Officer
Julie SchlendorfSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$55,129,696
Program Service Revenue
$0
Investment Income
$46,264
Other Revenue
$0
All Other Contributions
$55,129,696
Change in Net Assets
$30,626,511
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of OregonEugene, ORState of OregonActivities of University of Oregon$23,305,638
University of Oregon FoundationEugene, OR501 (c)(3)Activities of University of Oregon$385,680
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
Backup withholding compliance
Yes
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
Yes
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 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.

Form 990, Part VI, Section B, Line 15A

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.

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 97403-2253

Signing Officer

Name
Kelly Bosch CFO
Title
CFO
Phone
5413020300
Signed
2023-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
R Paul Weinhold
Formed
2012
Legal Domicile
Or
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Kpmg Llp
Address
1300 SW 5TH AVE SUITE 3800, PORTLAND, OR 97201
Preparer
James R Lancaster
Phone
2139724000
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, 2022. The organization files an exempt organization return in the u.s. Federal jurisdiction.

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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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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF OREGON FOUNDATION
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IRS990ScheduleA/SupportingOrgType1Ind0X
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IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2763123
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01281985
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IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0132439120
IRS990ScheduleD/OtherSecuritiesGrp/Desc0UOF INVESTMENT POOL
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.96260
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, 2022. 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/TermEndowmentBalanceEOYPct00.03740
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0132439120
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt023305638
IRS990ScheduleI/RecipientTable/CashGrantAmt1385680
IRS990ScheduleI/RecipientTable/IRCSectionDesc0STATE OF OREGON
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501 (C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ACTIVITIES OF UNIVERSITY OF OREGON
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ACTIVITIES OF UNIVERSITY OF OREGON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF OREGON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF OREGON FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0464727800
IRS990ScheduleI/RecipientTable/RecipientEIN1936015767
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 3237
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11720 E 13TH AVENUE 410
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EUGENE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1EUGENE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0974030237
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd197403
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/Total501c3OrgCnt02
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/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0533185
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1276527
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2250098
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt053128
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt151466
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt248759
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RONALD WEINHOLD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JAY NAMYET
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2KELLY BOSCH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1FORMER CHIEF INV OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2CHIEF FINANCIAL OFFICER
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IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE 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/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECTORS 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/ExplanationTxt1THE 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/ExplanationTxt2THE 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/ExplanationTxt3THE 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/ExplanationTxt4THE 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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C

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