Civic Intelligence

Western Oregon University Development Foundation

990 • Fiscal year 2015 • EIN 93-6033807

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 25, 2016

The Cottage 345 N Monmouth AveMonmouth, OR 97361

(503) 838-8281

Siviq Scores

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

Liabilities / Assets

30th percentile

0.08x

Higher debt load relative to assets than 30% of similar nonprofits.

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

Liabilities / Revenue

68th percentile

0.54x

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

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

Net Margin

58th percentile

5.3%

Higher net margin than 58% of similar nonprofits.

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

Top Officer Pay

77th percentile

$280,391

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

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

Asset Growth

33rd percentile

-1.9%

Faster asset growth than 33% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-43%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Assets

Down

$14,801,001

Down $281,274 (-1.9%) from 2014

Net Assets

Down

$13,676,307

Down $268,625 (-1.9%) from 2014

Liabilities

Down

$1,124,694

Down $12,649 (-1.1%) from 2014

Revenue

Down

$2,094,144

Down $1,574,451 (-43%) from 2014

Expenses

Up

$1,983,164

Up $96,315 (+5.1%) from 2014

Net Income

Down

$110,980

Down $1,670,766 (-94%) from 2014

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $12,223,504Liabilities 2011: $1,114,419Net Assets 2011: $11,109,0852011Assets 2012: $14,223,472Liabilities 2012: $1,102,520Net Assets 2012: $13,120,9522012Assets 2013: $12,718,534Liabilities 2013: $1,119,941Net Assets 2013: $11,598,5932013Assets 2014: $15,082,275Liabilities 2014: $1,137,343Net Assets 2014: $13,944,9322014Assets 2015: $14,801,001Liabilities 2015: $1,124,694Net Assets 2015: $13,676,3072015Assets 2016: $14,088,274Liabilities 2016: $1,064,705Net Assets 2016: $13,023,5692016Assets 2017: $15,673,557Liabilities 2017: $1,314,306Net Assets 2017: $14,359,2512017Assets 2018: $16,746,925Liabilities 2018: $1,178,103Net Assets 2018: $15,568,8222018Assets 2019: $18,003,953Liabilities 2019: $1,044,552Net Assets 2019: $16,959,4012019Assets 2020: $22,182,587Liabilities 2020: $872,857Net Assets 2020: $21,309,7302020Assets 2021: $26,639,211Liabilities 2021: $968,895Net Assets 2021: $25,670,3162021Assets 2022: $24,366,493Liabilities 2022: $750,476Net Assets 2022: $23,616,0172022Assets 2023: $26,992,668Liabilities 2023: $683,571Net Assets 2023: $26,309,0972023Assets 2024: $32,104,063Liabilities 2024: $222,673Net Assets 2024: $31,881,3902024

Highlighted filing

2015

Assets$14,801,001
Liabilities$1,124,694
Net Assets$13,676,307

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,940,057Expenses 2011: $669,255Net Income 2011: $1,270,8022011Revenue 2012: $3,648,931Expenses 2012: $1,364,160Net Income 2012: $2,284,7712012Revenue 2013: $1,858,004Expenses 2013: $2,503,533Net Income 2013: -$645,5292013Revenue 2014: $3,668,595Expenses 2014: $1,886,849Net Income 2014: $1,781,7462014Revenue 2015: $2,094,144Expenses 2015: $1,983,164Net Income 2015: $110,9802015Revenue 2016: $2,018,898Expenses 2016: $2,225,283Net Income 2016: -$206,3852016Revenue 2017: $2,024,542Expenses 2017: $1,363,281Net Income 2017: $661,2612017Revenue 2018: $2,916,429Expenses 2018: $1,665,970Net Income 2018: $1,250,4592018Revenue 2019: $2,741,376Expenses 2019: $1,627,510Net Income 2019: $1,113,8662019Revenue 2020: $6,356,902Expenses 2020: $2,029,492Net Income 2020: $4,327,4102020Revenue 2021: $2,848,955Expenses 2021: $1,879,395Net Income 2021: $969,5602021Revenue 2022: $4,044,071Expenses 2022: $2,280,281Net Income 2022: $1,763,7902022Revenue 2023: $3,257,224Expenses 2023: $2,189,348Net Income 2023: $1,067,8762023Revenue 2024: $6,156,788Expenses 2024: $2,913,512Net Income 2024: $3,243,2762024

Highlighted filing

2015

Revenue$2,094,144
Expenses$1,983,164
Net Income$110,980
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 25, 2016
Return Version
2014v6.0
Gross Receipts
$7,690,236
Mission and Program Overview

Mission

The western oregon university foundation exists to strengthen relationships and provide resources in order to serve and support the mission and vision of western oregon university.

The western oregon university foundation exists to strengthen relationships and provide resources in order to serve and support the mission and vision of western oregon university

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,000,444$12,561,398▲ $1,560,954
Savings and Temporary Cash Investments$2,121,330$1,175,088▼ $946,242
Pledges and Grants Receivable$1,023,698$420,127▼ $603,571
Land, Buildings, and Equipment, Net$161,862$175,319▲ $13,457
Cash and Non-Interest-Bearing Accounts$578,902$172,107▼ $406,795
Prepaid Expenses and Deferred Charges$129,272$152,112▲ $22,840
Investments Other Securities$66,767$144,850▲ $78,083
Total Assets$15,082,275$14,801,001▼ $281,274
Liabilities
Other Liabilities$1,128,929$1,097,277▼ $31,652
Accounts Payable and Accrued Expenses$8,414$27,417▲ $19,003
Total Liabilities$1,137,343$1,124,694▼ $12,649
Net Assets / Fund Balance
Permanently Rstr Net Assets$7,597,428$7,948,976▲ $351,548
Temporarily Rstr Net Assets$5,298,406$4,618,212▼ $680,194
Unrestricted Net Assets$1,049,098$1,109,119▲ $60,021
Total Net Assets Fund Balance$13,944,932$13,676,307▼ $268,625
Total Liabilities and Net Assets / Fund Balance$15,082,275$14,801,001▼ $281,274

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$77,325$28,026$105,351
Leasehold Improvements$28,033$55,043$10,852
Other Land Buildings$18,498$4,787$4,787
Buildings$11,463$68,116-
Land$40,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$10,528,982$461,383▼ $153,467$433,184$10,248,550
2013$9,768,070$265,758▲ $1,022,833$360,108$10,528,982
2012$9,483,477$290,906▲ $571,539$437,095$9,768,070
2011$9,712,614$100,723▲ $232,846$355,936$9,483,477
2010$8,992,351$151,139▲ $983,163$277,792$9,712,614
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Tommy LoveExecutive DirectorPT$127,759$127,759

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,490,776
Program Service Revenue
$31,931
Investment Income
$504,180
Other Revenue
$67,257
All Other Contributions
$1,414,222
Change in Net Assets
$110,980

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded6$730,710Fair Market Value (FMV) at Donation Date
Securities Miscellaneous3$71,341Csv at Donation Date
Other Non Cash Contri Table13$22,160Donor Determined
Other Non Cash Contri Table222$21,908Donor Determined
Other Non Cash Contri Table2$10,454Donor Determined
Works of Art12$6,855Donor Determined
Clothing and Household Goods-$6,789Donor Determined
Food Inventory37$5,680Donor Determined
Other Non Cash Contri Table25$2,581Donor Determined
Art Historical Treasures1$225Donor Determined
Total Noncash Contributions321$878,703-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,017,490
Revenue Not Reported on Financial Statements
$76,654
Revenue Not Reported on Form 990
$-215,759
Other Revenue Adjustments
$76,654
Total Revenue per Audited Statements
$1,801,731
Total Revenue per Form 990
$2,094,144
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,435,029
Other Expenses$548,135
Total Fundraising Expense$11,162
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$739,094--$739,094
Grants to Domestic Individuals$695,935--$695,935
Office Expenses$79,660$54,278$10,987$144,925
Travel$115,698$520$175$116,393
Fees for Service Investment Mgmnt Fees-$108,043-$108,043
Conferences and Meetings$99,567$278-$99,845
Occupancy$17,788--$17,788
Fees for Services Other$16,080--$16,080
Fees for Services Accounting-$14,500-$14,500
Insurance-$9,867-$9,867
Information Technology$9,660--$9,660
Advertising$8,581--$8,581
Depreciation Depletion-$7,847-$7,847
Other Expenses$-19,515$4,598-$-19,515
Total Functional Expenses$1,772,071$199,931$11,162$1,983,164

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,070,356
Total Expenses per Form 990$1,983,164
Expenses per Audited Statements$1,906,510
Expenses Not Reported on Form 990$163,846
Expenses Not Reported on Financial Statements$76,654
Other Expense Adjustments$76,654
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Western Oregon UniversityMonmouth, OR501(c)(1)Financial Support$700,347
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$104,610
Fundraising Gross Income$83,438
Gaming Gross Income$11,406
Gaming Direct Expenses$5,366
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wolves Auction$88,001$30,074$22,299$7,775
Smith Fine Arts Auction$35,586$19,559$22,422$-2,863
Total Events$136,242$59,688$75,786$-16,098
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuities Payable$1,097,277
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

Bylaws were reviewed and amended by the board and foundation attorneys to update terms of service, language and policies.

Form 990, Part VI, Section B, Line 11

Form 990 is reviewed in detail, first by wou foundation staff, then again by the board of trustees finance & planned giving committee. It is then recommended for approval to the board of trustees at thir next regularly scheduled meeting.

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

The foundation communicates the conflict of interest policy to each trustee, director, principal officer and member of a committee with governing board delegated powers at the time of its adoption and at least annually during the september board meeting thereafter. Each trustee, director, principal officer and member of any committee shall annually sign a statement which affirms such person: a. Has received a copy of the conflict of interest policy, b. Has read and understands the policy, c. Has agreed to comply with the policy, and understands the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.

Form 990, Part VI, Section C, Line 19

All governing documents, policies and financial statements are available on site at the foundation and upon request to the public via verbal, written or electronic communication.

Filing and Contact Details

Filer

Filer Name
Western Oregon University Development Foundation
EIN
93-6033807
Phone
5038388281
Address
THE COTTAGE 345 N MONMOUTH AVE, MONMOUTH, OR 97361

Signing Officer

Name
Tommy Love
Title
Executive Director
Phone
5038388148
Signed
2016-03-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tommy Love
Formed
1965
Legal Domicile
Or
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
228

Preparer

Firm
Grove Mueller & Swank Pc
Address
475 COTTAGE STREET NE SUITE 200, SALEM, OR 97301
Preparer
Devan W Esch CPA
Phone
5035817788
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

Endowment funds are established by donor intent, but must be used for any purpose which advances the mission of western oregon university. This includes, but is not limited to, purposes such as scholarships, program support, lectureships, professorships, fellowships, or general university support.

PART X, LINE 2:

The foundation is exempt from federal income tax in accordance with the provisions of internal revenue code section 501(c)(3). Any unrelated business income tax, is insignificant and no tax provision has been made in the accompanying financial statements. Contributions to the foundation qualify for the charitable contribution tax deduction under section 170(b)(1)(a)(vi); the foundation has been classified as an organization that is not a private foundation. The foundation 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 foundation has no unrecognized tax benefits which would require an adjustment to the july 1, 2014 beginning balance of net assets and had no unrecognized tax benefits at june 30, 2015. The foundation files an exempt organization tax return in the u.s. Federal jurisdiction and applicable state agencies. Generally the foundation is no longer subject to income tax examinations by taxing authorities for years before 2010 for its federal and state filings.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold 34,355. Special events expenses 104,610. Rental expenses 19,515. Gaming expenses 5,366.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Noncash donations 76,654.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold 34,355. Special events expenses 104,610. Rental expenses 19,515. Gaming expenses 5,366.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Noncash donations 76,654.

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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/PersonNm7GAYLE CALDARAZZO-DOTY
IRS990/Form990PartVIISectionAGrp/PersonNm8DORIS CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm9MARK FANCEY
IRS990/Form990PartVIISectionAGrp/PersonNm10CORBIN GARNER
IRS990/Form990PartVIISectionAGrp/PersonNm11BRAD GOERGEN
IRS990/Form990PartVIISectionAGrp/PersonNm12MICHAEL HARPER
IRS990/Form990PartVIISectionAGrp/PersonNm13BILLIE LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm14CARLY NEAL
IRS990/Form990PartVIISectionAGrp/PersonNm15JOHN SCHRENK
IRS990/Form990PartVIISectionAGrp/PersonNm16RAM SIL
IRS990/Form990PartVIISectionAGrp/PersonNm17RON THIESEN
IRS990/Form990PartVIISectionAGrp/PersonNm18PAT WALSH
IRS990/Form990PartVIISectionAGrp/PersonNm19MARK WEISS
IRS990/Form990PartVIISectionAGrp/PersonNm20TOMMY LOVE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt19230850
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2089846
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt076554
IRS990/FundraisingDirectExpensesAmt0104610
IRS990/FundraisingGrossIncomeAmt083438
IRS990/GainOrLossGrp/SecuritiesAmt084760
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt05366
IRS990/GamingGrossIncomeAmt011406
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt0695935
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0695935
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0695935
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0739094
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0739094
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05517006
IRS990/GrossReceiptsAmt07690236
IRS990/GrossRentsGrp/RealAmt014888
IRS990/GrossSalesOfInventoryAmt0116002
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt09660
IRS990/InformationTechnologyGrp/TotalAmt09660
IRS990/InsuranceGrp/ManagementAndGeneralAmt09867
IRS990/InsuranceGrp/TotalAmt09867
IRS990/InvestmentIncomeGrp/ExclusionAmt0419420
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0419420
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt066767
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0144850
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011000444
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012561398
IRS990/IRPDocumentCnt025
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0155972
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0161862
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0175319
IRS990/LandBldgEquipCostOrOtherBssAmt0331291
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05432246
IRS990/LessRentalExpensesGrp/RealAmt019515
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE WESTERN OREGON UNIVERSITY FOUNDATION EXISTS TO STRENGTHEN RELATIONSHIPS AND PROVIDE RESOURCES IN ORDER TO SERVE AND SUPPORT THE MISSION AND VISION OF WESTERN OREGON UNIVERSITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt013944932
IRS990/NetAssetsOrFundBalancesEOYAmt013676307
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt084760
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt084760
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-21172
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-21172
IRS990/NetIncomeFromGamingGrp/ExclusionAmt06040
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt06040
IRS990/NetIncomeOrLossGrp/ExclusionAmt081647
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt081647
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-4627
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-4627
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-379605
IRS990/NoncashContributionsAmt0878703
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt017788
IRS990/OccupancyGrp/TotalAmt017788
IRS990/OfficeExpensesGrp/FundraisingAmt010987
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt054278
IRS990/OfficeExpensesGrp/ProgramServicesAmt079660
IRS990/OfficeExpensesGrp/TotalAmt0144925
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TAXES, FEES AND LICENSE
IRS990/OtherExpensesGrp/Desc1ALLOCATED TO RENTAL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04598
IRS990/OtherExpensesGrp/ProgramServicesAmt09523
IRS990/OtherExpensesGrp/ProgramServicesAmt1-19515
IRS990/OtherExpensesGrp/TotalAmt014121
IRS990/OtherExpensesGrp/TotalAmt1-19515
IRS990/OtherLiabilitiesGrp/BOYAmt01128929
IRS990/OtherLiabilitiesGrp/EOYAmt01097277
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0250
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0250
IRS990/OtherRevenueTotalAmt0250
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt07597428
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt07948976
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01023698
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0420127
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0129272
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0152112
IRS990/PrincipalOfficerNm0TOMMY LOVE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAMS AND TRIP INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt031931
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt031931
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION CONTINUES TO FUNDRAISE TOWARDS A $3 MILLION CAMPAIGN GOAL TO ADVANCE OUR COLLEGE OF EDUCATION. OUR DARING MISSION IS TWO-FOLD: TO BRING TOGETHER THREE ACADEMIC DIVISIONS TO INCREASE COLLABORATION AND STRATEGIC LEARNING AND TO MAKE WOU MORE AFFORDABLE TO THE BEST AND BRIGHTEST STUDENTS. WE HAVE RAISED 1.9 MILLION TO DATE.THE DON AND VERNA DUNCAN STUDENT TEACHER SPONSOR AWARD ENDOWED FUND WAS ESTABLISHED TO PROVIDE FINANCIAL ASSISTANCE TO STUDENTS IN NEED OF SUPPORT TO COMPLETE OBLIGATIONS FOR THEIR PROGRAMS OF STUDENT WITHIN THE COLLEGE OF EDUCATION. AWARDS WILL ASSIST STUDENTS IN NEED OF HELP TO PURCHASE SUPPLIES, TRANSPORTATION TO STUDENT TEACHING, AND OTHER COST ASSOCIATED WITH FULFILLING THEIR ACADEMIC CAREER SUCCESSFULLY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0875790
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0614094
IRS990/ProgSrvcAccomActy3Grp/Desc0THE FOUNDATION SPONSORS UNIVERSITY PROGRAMS AND ACTIVITIES THAT ASSIST STUDENTS IN THE PURSUIT OF CULTURAL, SCIENTIFIC, EDUCATIONAL, AND ATHLETIC PROGRAMS TO SUSTAIN THEIR EXPOSURE AND OPTIONS OF LEARNING.THE FOUNDATION RECEIVED A GIFT OF $125,000 FROM THE FRED W. FIELDS FUND OF THE OREGON COMMUNITY FOUNDATION IN SUPPORT OF THE RAINBOW DANCE PROGRAM AT THE UNIVERSITY. THE GIFT WAS GIVEN IN SUPPORT OF THE PROGRAM'S WORK TO UTILIZE MOTION TRACKING TECHNOLOGY TO BE PERFORMED IN FIVE RURAL OREGON VENUES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0200346
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0125000
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt031931
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02586489
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01369830
IRS990/PYInvestmentIncomeAmt0988020
IRS990/PYOtherExpensesAmt0517019
IRS990/PYOtherRevenueAmt091838
IRS990/PYProgramServiceRevenueAmt02248
IRS990/PYRevenuesLessExpensesAmt01781746
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01886849
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03668595
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0110980
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-4627
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt05119
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt05119
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02121330
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01175088
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01490776
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01179432
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01045174
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01956831
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0944097
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06616310
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0439427
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0331946
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0326343
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0326900
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0318706

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.1$0.22$31.9$6.16$2.91$3.24
2023Detailed filing. Detailed filing data is available for this year.$27.0$0.68$26.3$3.26$2.19$1.07
2022Detailed filing. Detailed filing data is available for this year.$24.4$0.75$23.6$4.04$2.28$1.76
2021Detailed filing. Detailed filing data is available for this year.$26.6$0.97$25.7$2.85$1.88$0.97
2020Detailed filing. Detailed filing data is available for this year.$22.2$0.87$21.3$6.36$2.03$4.33
2019Detailed filing. Detailed filing data is available for this year.$18.0$1.04$17.0$2.74$1.63$1.11
2018Detailed filing. Detailed filing data is available for this year.$16.7$1.18$15.6$2.92$1.67$1.25
2017Detailed filing. Detailed filing data is available for this year.$15.7$1.31$14.4$2.02$1.36$0.66
2016Detailed filing. Detailed filing data is available for this year.$14.1$1.06$13.0$2.02$2.23$0.21
2015Detailed filing. Detailed filing data is available for this year.$14.8$1.12$13.7$2.09$1.98$0.11
2014Detailed filing. Detailed filing data is available for this year.$15.1$1.14$13.9$3.67$1.89$1.78
2013Summary only. Only limited summary data is available for this year.$12.7$1.12$11.6$1.86$2.50$0.65
2012Summary only. Only limited summary data is available for this year.$14.2$1.10$13.1$3.65$1.36$2.28
2011Summary only. Only limited summary data is available for this year.$12.2$1.11$11.1$1.94$0.67$1.27