Civic Intelligence

Oregon 4-H Foundation

EIN 93-0711337 • 501(c)3 • Corvallis, OR

Profile

To support Oregon 4-H Club programs that help young people learn and grow through an intentional process that builds competence, confidence, connection, compassion and character.

4238 SW Research WayCorvallis, OR 97333-1068

www.oregon4hfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.03x

Higher debt load relative to assets than 24% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

68th percentile

0.49x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

48th percentile

4.3%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-45%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Up

$25,435,832

Up $2,082,796 (+8.9%) from 2023

Liabilities

Up

$671,895

Up $7,697 (+1.2%) from 2023

Net Assets

Up

$24,763,937

Up $2,075,099 (+9.1%) from 2023

Revenue

Up

$2,396,655

Up $1,053,344 (+78%) from 2023

Expenses

Up

$1,710,378

Up $620,355 (+57%) from 2023

Net Income

Up

$686,277

Up $432,989 (+171%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $5,257,425Liabilities 2011: $0Net Assets 2011: $5,257,4252011Assets 2012: $11,663,017Liabilities 2012: $137,609Net Assets 2012: $11,525,4082012Assets 2013: $12,570,042Liabilities 2013: $259,015Net Assets 2013: $12,311,0272013Assets 2014: $14,850,229Liabilities 2014: $252,212Net Assets 2014: $14,598,0172014Assets 2015: $15,644,174Liabilities 2015: $203,049Net Assets 2015: $15,441,1252015Assets 2016: $15,087,043Liabilities 2016: $94,377Net Assets 2016: $14,992,6662016Assets 2017: $16,010,473Liabilities 2017: $83,399Net Assets 2017: $15,927,0742017Assets 2018: $17,669,494Liabilities 2018: $78,415Net Assets 2018: $17,591,0792018Assets 2019: $18,357,151Liabilities 2019: $74,696Net Assets 2019: $18,282,4552019Assets 2020: $18,454,233Liabilities 2020: $279,902Net Assets 2020: $18,174,3312020Assets 2021: $23,421,920Liabilities 2021: $252,501Net Assets 2021: $23,169,4192021Assets 2022: $22,380,395Liabilities 2022: $687,673Net Assets 2022: $21,692,7222022Assets 2023: $23,353,036Liabilities 2023: $664,198Net Assets 2023: $22,688,8382023Assets 2024: $25,435,832Liabilities 2024: $671,895Net Assets 2024: $24,763,9372024

Highlighted filing

2024

Assets$25,435,832
Liabilities$671,895
Net Assets$24,763,937

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $645,0112011Expenses 2012: $1,128,6282012Expenses 2013: $1,009,5262013Revenue 2014: $2,502,444Expenses 2014: $1,160,212Net Income 2014: $1,342,2322014Revenue 2015: $2,187,723Expenses 2015: $1,360,382Net Income 2015: $827,3412015Revenue 2016: $1,007,046Expenses 2016: $968,083Net Income 2016: $38,9632016Revenue 2017: $1,592,224Expenses 2017: $1,039,598Net Income 2017: $552,6262017Revenue 2018: $2,583,882Expenses 2018: $1,226,471Net Income 2018: $1,357,4112018Revenue 2019: $1,813,436Expenses 2019: $1,288,433Net Income 2019: $525,0032019Revenue 2020: $910,514Expenses 2020: $1,114,145Net Income 2020: -$203,6312020Revenue 2021: $2,307,476Expenses 2021: $863,615Net Income 2021: $1,443,8612021Revenue 2022: $2,462,891Expenses 2022: $1,304,256Net Income 2022: $1,158,6352022Revenue 2023: $1,343,311Expenses 2023: $1,090,023Net Income 2023: $253,2882023Revenue 2024: $2,396,655Expenses 2024: $1,710,378Net Income 2024: $686,2772024

Highlighted filing

2024

Revenue$2,396,655
Expenses$1,710,378
Net Income$686,277

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.4$0.67$24.8$2.40$1.71$0.69
2023Detailed filing. Detailed filing data is available for this year.$23.4$0.66$22.7$1.34$1.09$0.25
2022Detailed filing. Detailed filing data is available for this year.$22.4$0.69$21.7$2.46$1.30$1.16
2021Detailed filing. Detailed filing data is available for this year.$23.4$0.25$23.2$2.31$0.86$1.44
2020Detailed filing. Detailed filing data is available for this year.$18.5$0.28$18.2$0.91$1.11$0.20
2019Detailed filing. Detailed filing data is available for this year.$18.4$0.07$18.3$1.81$1.29$0.53
2018Detailed filing. Detailed filing data is available for this year.$17.7$0.08$17.6$2.58$1.23$1.36
2017Detailed filing. Detailed filing data is available for this year.$16.0$0.08$15.9$1.59$1.04$0.55
2016Detailed filing. Detailed filing data is available for this year.$15.1$0.09$15.0$1.01$0.97$0.04
2015Detailed filing. Detailed filing data is available for this year.$15.6$0.20$15.4$2.19$1.36$0.83
2014Detailed filing. Detailed filing data is available for this year.$14.9$0.25$14.6$2.50$1.16$1.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.6$0.26$12.3$1.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.7$0.14$11.5$1.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.26$0.00$5.26$0.65
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$2,396,655
Mission and Program Overview

Mission

To support the Oregon 4-H Club program that helps young people learn and grow through an intentional process that builds competence, confidence, connection, compassion and character.

To support Oregon 4-H Club programs that help young people learn and grow through an intentional process that builds competence, confidence, connection, compassion and character.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$15,415,109$16,878,930▲ $1,463,821
Savings and Temporary Cash Investments$2,649,592$3,302,414▲ $652,822
Land, Buildings, and Equipment, Net$3,385,166$3,262,100▼ $123,066
Investments in Publicly Traded Securities$1,086,119$1,131,804▲ $45,685
Pledges and Grants Receivable$9,684$6,500▼ $3,184
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0--
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0--
Rtn Earn Endowment Incm Other Fnds$0--
Cap Stk Tr Prin Current Funds$0--
Intangible Assets$0--
Inventories for Sale or Use$0--
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0--
Total Assets$23,353,036$25,435,832▲ $2,082,796
Other Assets Total$807,366$854,084▲ $46,718
Liabilities
Other Liabilities$664,198$671,895▲ $7,697
Accounts Payable and Accrued Expenses$0--
Grants Payable$0--
Mortgage Notes Payable Secured by Investment Property$0--
Unsecured Notes Loans Payable$0--
Deferred Revenue$0--
Escrow Account Liability$0--
Tax Exempt Bond Liabilities$0--
Total Liabilities$664,198$671,895▲ $7,697
Net Assets / Fund Balance
Net Assets With Donor Restrictions$22,415,742$24,193,958▲ $1,778,216
Net Assets Without Donor Restrictions$273,096$569,979▲ $296,883
Total Net Assets Fund Balance$22,688,838$24,763,937▲ $2,075,099
Total Liabilities and Net Assets / Fund Balance$23,353,036$25,435,832▲ $2,082,796

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,070,252$1,368,492$3,438,744
Land$874,217-$874,217
Other Land Buildings$267,246$261,310$528,556
Equipment$50,385$59,665$110,050
Leasehold Improvements$0$0$0
Other Securities$32,095--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$15,228,884$969,716▲ $1,088,941$438,546$16,678,141
2022$14,573,549$118,156▲ $1,087,536$398,562$15,228,884
2021$16,435,356$189,770▼ $1,248,768$707,135$14,573,549
2020$12,151,958$589,910▲ $4,367,511$560,744$16,435,356
2019$13,549,605$422,948▼ $1,490,156$210,577$12,151,958
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Tara PesterfieldExecutive DirectorPT$118,437$118,437

Board Members and Trustees

NameTitle
Lori ElkinsPresident
Drucilla SloopTrustee (Past President)
Sue DensmoreVice President
Colin PyleTrustee
Dinah NicholsonTrustee
Ellen BradleyTrustee
Greg DuffTrustee
Griffen ZollnerTrustee
Jennifer BeatheTrustee
Ken AustinTrustee
Shannon AustinTrustee
Stacie LieuallenTrustee
Sterling AllenTrustee
Virginia BourdeauTrustee
Andrea LeaoTrustee - Ex-Officio (4-H Faculty)
Jon GandyTrustee - Ex-Officio (4-H Faculty)
Melinda GarciaTrustee - Ex-Officio (4-H Faculty)
Cathy HaasTrustee - Ex-Officio (4-H Program Leader)
Kristopher ElliottTrustee - Ex-Officio (Interim VP for Extension & Engagement)
Nolan SundbergSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,640,050
Program Service Revenue
$1,800
Investment Income
$33,587
Other Revenue
$721,218
All Other Contributions
$1,640,050
Change in Net Assets
$686,277
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,487,491
Salaries, Compensation, and Employee Benefits$222,887
Total Fundraising Expense$85,305
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$117,706$47,794-$165,500
All Other Expenses$67,142$2,877$83,836$153,855
Conferences and Meetings$130,082--$130,082
Depreciation Depletion-$123,065-$123,065
Office Expenses$96,297--$96,297
Travel$87,563--$87,563
Fees for Services Other$74,105$0$1,469$75,574
Other Expenses$67,620$0$0$67,620
Fees for Services Legal$59,318--$59,318
Insurance$44,747--$44,747
Other Employee Benefits-$33,865-$33,865
Current Officers, Directors, Trustees, and Key Employees-$23,522-$23,522
Information Technology$8,652--$8,652
Occupancy$2,611--$2,611
Fees for Services Accounting$20$2,416-$2,436
Total Functional Expenses$843,897$781,176$85,305$1,710,378
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
Insider Transactions and Loans

Loans and Receivables

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

Other Reported Liabilities

LiabilityAmount
Trust liability$665,039
Gift annuity liabiity$6,856
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6 Classes of members or stockholders

The Oregon State University Foundation (OSUF) is the only member of the Oregon 4-H Foundation.

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

The Oregon 4-H Foundation has a sole member, the OSUF. As sole member, the OSUF has the power to appoint the trustees of the Oregon 4-H Foundation.

Form 990, Part VI, Line 7B Decisions requiring approval by members or stockholders

The sole member, the OSUF, also has the right to approve Oregon 4-H Foundation Bylaws changes.

Form 990, Part VI, Line 11B Review of form 990 by governing body

A draft of the completed 990 is distributed to the finance committee members who review and approve the 990. The 990 is made available to the Board of Trustees for review and comment. After the comment period, the Form 990 is filed with the IRS.

Form 990, Part VI, Line 12C Conflict of interest policy

At the beginning of each fiscal year, the Conflict of Interest Policy and the Code of Ethics are sent to every trustee. They are also asked to return a signed form indicating that they have read, understand, and agree to abide by these documents. They are also asked to return a signed document stating whether or not there are potential conflict of interest transactions, or situations, and if so, to declare those potential conflicts. All signed responses are kept on file at the Oregon 4-H Foundation office. The Board of Trustees is provided with a list of individuals declaring potential conflicts of interest.

Form 990, Part VI, Line 15A Process to establish compensation of top management official

N/A, the Oregon 4-H Foundation does not have a CEO. The Executive Director for the Oregon 4-H Foundation is employed by a related tax-exempt organization, the OSUF. The Oregon 4-H Foundation reimburses compensation related costs, as disclosed on Schedule R. The compensation process for the Oregon 4-H Foundation Executive Director position is determined by the OSUF. A description of the applicable process is disclosed on the OSUF Form 990.

Form 990, Part VI, Line 15B Process to establish compensation of other employees

N/A, The Oregon 4-H Foundation does not have any compensated officers.

Form 990, Part VI, Line 19 Required documents available to the public

Conflict of Interest Policy and financial statements are made available to the public upon request.

Form 990, Part VIII, Line 11D Other Miscellaneous Revenue

Miscellaneous Sales - Total Revenue: 119, Related or Exempt Function Revenue: 119, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;

Filing and Contact Details

Filer

Filer Name
Oregon 4-H Foundation
EIN
93-0711337
Phone
5417377420
Address
4238 SW Research Way, Corvallis, OR 97333-1068

Signing Officer

Name
Patti Nowak
Title
Controller
Phone
5417374922
Signed
2025-05-13

Organization Details

Formed
1957
Legal Domicile
Or
Voting Board Members
15
Independent Board Members
14
Employees
0
Volunteers
20
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4 Intended uses of endowment funds

The Oregon 4-H Foundation had 122 endowments as of 6/30/2024, earnings from these endowments are used to support the charitable mission of the foundation in accordance with the wishes of donors. Use of these earnings includes scholarships for youth participation in programs at county and state levels and attendance at higher education institutions, enrichment programs, travel assistance, and general support for 4-H program activities in Oregon.

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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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IRS990/Form990PartVIISectionAGrp/PersonNm14Kristopher Elliott
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IRS990/Form990PartVIISectionAGrp/PersonNm18Sterling Allen
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