Civic Intelligence

Western Oregon University Development Foundation

990 • Fiscal year 2019 • EIN 93-6033807

Jul 01, 2018 to Jun 30, 2019 • Filed on May 12, 2020

The CottageMonmouth, OR 97361

(503) 838-8281

Siviq Scores

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

Liabilities / Assets

29th percentile

0.06x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.38x

Higher debt load relative to revenue than 62% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

88th percentile

41%

Higher net margin than 88% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

82nd percentile

$339,669

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

62nd percentile

7.5%

Faster asset growth than 62% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

25th percentile

-6.0%

Faster revenue growth than 25% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$18,003,953

Up $1,257,028 (+7.5%) from 2018

Net Assets

Up

$16,959,401

Up $1,390,579 (+8.9%) from 2018

Liabilities

Down

$1,044,552

Down $133,551 (-11%) from 2018

Revenue

Down

$2,741,376

Down $175,053 (-6.0%) from 2018

Expenses

Down

$1,627,510

Down $38,460 (-2.3%) from 2018

Net Income

Down

$1,113,866

Down $136,593 (-11%) from 2018

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

2019

Assets$18,003,953
Liabilities$1,044,552
Net Assets$16,959,401

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

2019

Revenue$2,741,376
Expenses$1,627,510
Net Income$1,113,866
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 12, 2020
Return Version
2018v3.1
Gross Receipts
$6,677,110
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$15,128,128$16,962,522▲ $1,834,394
Cash and Non-Interest-Bearing Accounts$234,897$284,605▲ $49,708
Prepaid Expenses and Deferred Charges$278,539$245,619▼ $32,920
Savings and Temporary Cash Investments$582,047$218,297▼ $363,750
Land, Buildings, and Equipment, Net$303,702$213,802▼ $89,900
Investments Other Securities$115,043$41,870▼ $73,173
Pledges and Grants Receivable$104,569$37,238▼ $67,331
Total Assets$16,746,925$18,003,953▲ $1,257,028
Liabilities
Other Liabilities$952,031$892,169▼ $59,862
Accounts Payable and Accrued Expenses$71,141$76,495▲ $5,354
Unsecured Notes Loans Payable$154,931$75,888▼ $79,043
Total Liabilities$1,178,103$1,044,552▼ $133,551
Net Assets / Fund Balance
Permanently Rstr Net Assets$9,544,951$10,231,740▲ $686,789
Temporarily Rstr Net Assets$4,675,569$4,563,328▼ $112,241
Unrestricted Net Assets$1,348,302$2,164,333▲ $816,031
Total Net Assets Fund Balance$15,568,822$16,959,401▲ $1,390,579
Total Liabilities and Net Assets / Fund Balance$16,746,925$18,003,953▲ $1,257,028

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$91,475$167,464$241,211
Equipment$59,564$45,787$105,351
Leasehold Improvements$22,669$67,682$18,127
Buildings$94$79,485-
Land$40,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$12,358,039$736,241▲ $1,091,591$480,369$13,471,990
2017$11,305,570$916,970▲ $964,507$480,778$12,358,039
2016$10,194,176$400,278▲ $1,359,297$478,265$11,305,570
2015$10,248,550$584,969▲ $266,544$705,878$10,194,176
2014$10,528,982$461,383▼ $153,467$433,184$10,248,550
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Erin McdonoughExecutive DirectorPT$130,602$130,602

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,812,345
Program Service Revenue
$94,835
Investment Income
$741,690
Other Revenue
$92,506
All Other Contributions
$1,714,265
Change in Net Assets
$1,113,866

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 Traded20$92,969Fair Market Value (FMV) at Donation Date
Other Non Cash Contri Table113$14,968Donor Determined
Food Inventory55$8,345Donor Determined
Works of Art9$6,280Donor Determined
Other Non Cash Contri Table3$5,030Donor Determined
Clothing and Household Goods-$3,420Donor Determined
Other Non Cash Contri Table3$1,025Donor Determined
Total Noncash Contributions203$132,037-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,577,686
Revenue Not Reported on Financial Statements
$163,690
Revenue Not Reported on Form 990
$937,916
Other Revenue Adjustments
$39,068
Total Revenue per Audited Statements
$3,515,602
Total Revenue per Form 990
$2,741,376
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,001,508
Other Expenses$626,002
Total Fundraising Expense$7,160
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$695,445--$695,445
Grants to Domestic Orgs$306,063--$306,063
Office Expenses$102,472$25,728$2,129$130,329
Fees for Service Investment Mgmnt Fees-$124,622-$124,622
Conferences and Meetings$107,242$184-$107,426
Travel$85,507-$5,031$90,538
Depreciation Depletion-$89,900-$89,900
Occupancy$36,410--$36,410
Fees for Services Accounting-$13,000-$13,000
Advertising$7,703--$7,703
Insurance-$6,010-$6,010
Fees for Services Legal-$2,563-$2,563
Interest-$1,400-$1,400
Fees for Services Other$566--$566
Other Expenses$-37,496$9,854-$-37,496
Total Functional Expenses$1,347,089$273,261$7,160$1,627,510

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,125,023
Total Expenses per Form 990$1,627,510
Expenses per Audited Statements$1,463,820
Expenses Not Reported on Form 990$661,203
Expenses Not Reported on Financial Statements$163,690
Other Expense Adjustments$39,068
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Western Oregon UniversityMonmouth, OR501(c)(1)Financial Support$288,169
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$86,848
Fundraising Direct Expenses$76,813
Gaming Gross Income$7,509
Gaming Direct Expenses$1,346
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Smith Fine Arts Auction$50,064$23,265$22,126$1,139
Wolves Auction$83,606$21,725$13,901$7,824
Total Events$164,687$66,607$65,909$698
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$892,169
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

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. Governing documents are also available on the organization's website.

Filing and Contact Details

Filer

Filer Name
Western Oregon University Development Fo
EIN
93-6033807
Phone
5038388281
Address
THE COTTAGE, MONMOUTH, OR 97361

Signing Officer

Name
Erin Mcdonough
Title
Exec Director
Phone
5038388148
Signed
2020-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erin Mcdonough
Formed
1965
Legal Domicile
Or
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
156

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, 2018 beginning balance of net assets and had no unrecognized tax benefits at june 30, 2019. 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 2016 for its federal and state filings.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold 11,676. Special events expenses 76,813. Rental expenses 37,496. Gaming expenses 1,346.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Noncash donations 39,068.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold 11,676. Special events expenses 76,813. Rental expenses 37,496. Gaming expenses 1,346.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Noncash donations 39,068.

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IRS990/ActivityOrMissionDesc0THE 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
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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/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/ReportableCompFromRltdOrgAmt15289060
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16104792
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
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/TitleTxt16EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt098080
IRS990/FundraisingDirectExpensesAmt076813
IRS990/FundraisingGrossIncomeAmt086848
IRS990/GainOrLossGrp/SecuritiesAmt0242215
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt01346
IRS990/GamingGrossIncomeAmt07509
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0695445
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0695445
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0695445
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0306063
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0306063
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04050618
IRS990/GrossReceiptsAmt06677110
IRS990/GrossRentsGrp/RealAmt029967
IRS990/GrossSalesOfInventoryAmt095513
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt06010
IRS990/InsuranceGrp/TotalAmt06010
IRS990/InterestGrp/ManagementAndGeneralAmt01400
IRS990/InterestGrp/TotalAmt01400
IRS990/InvestmentIncomeGrp/ExclusionAmt0499475
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0499475
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0115043
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt041870
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015128128
IRS990/InvestmentsPubTradedSecGrp/EOYAmt016962522
IRS990/IRPDocumentCnt040
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0360418
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0303702
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0213802
IRS990/LandBldgEquipCostOrOtherBssAmt0574220
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03808403
IRS990/LessRentalExpensesGrp/RealAmt037496
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/NetAssetsOrFundBalancesBOYAmt015568822
IRS990/NetAssetsOrFundBalancesEOYAmt016959401
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0242215
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0242215
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt010035
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt010035
IRS990/NetIncomeFromGamingGrp/ExclusionAmt06163
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt06163
IRS990/NetIncomeOrLossGrp/ExclusionAmt083837
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt083837
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-7529
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-7529
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0276713
IRS990/NoncashContributionsAmt0132037
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt036410
IRS990/OccupancyGrp/TotalAmt036410
IRS990/OfficeExpensesGrp/FundraisingAmt02129
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt025728
IRS990/OfficeExpensesGrp/ProgramServicesAmt0102472
IRS990/OfficeExpensesGrp/TotalAmt0130329
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TAXES, FEES AND LICENSE
IRS990/OtherExpensesGrp/Desc1ALLOCATED TO RENTAL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09854
IRS990/OtherExpensesGrp/ProgramServicesAmt043177
IRS990/OtherExpensesGrp/ProgramServicesAmt1-37496
IRS990/OtherExpensesGrp/TotalAmt053031
IRS990/OtherExpensesGrp/TotalAmt1-37496
IRS990/OtherLiabilitiesGrp/BOYAmt0952031
IRS990/OtherLiabilitiesGrp/EOYAmt0892169
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt09544951
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt010231740
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0104569
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt037238
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0278539
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0245619
IRS990/PrincipalOfficerNm0ERIN MCDONOUGH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAMS AND TRIP INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt094835
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt094835
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION IS COMMITTED TO SERVING, SUPPORTING AND STRENGTHENING THE UNIVERSITY'S MISSION AND GOALS AS ESTABLISHED IN FORWARD TOGETHER, THE UNIVERSITY'S STRATEGIC PLAN, AND IS ACTIVELY INVOLVED WITH THE UNIVERSITY'S MASTER FACILITIES PLAN TO SUPPORT FUTURE EFFORTS TO CREATE A ROBUST CAMPUS ENVIRONMENT THAT IS THE BEST FOR LEARNING.THE GOALS AND OBJECTIVES OF THE FOUNDATION ARE TO ACCELERATE VOLUNTEER AND ALUMNI ENGAGEMENT TO PARTICIPATE IN MENTORING, FUNDRAISING AND OTHER ACTIVITIES TO SUPPORT THE STUDENT EXPERIENCE.AFTER COMPLETING RESEARCH WITH DONORS, VOLUNTEERS AND ALUMNI, BASED IN APPRECIATIVE INQUIRY, THE FOUNDATION HAS ESTABLISHED A VISION FOR THE FUTURE: TO ENSURE EVERY STUDENT HAS THE OPPORTUNITY TO HAVE ACCESS TO A QUALITY EDUCATIONAL EXPERIENCE THAT INCREASES THEIR ABILITY TO SUCCEED IN OUR EVER-CHANGING GLOBAL ECONOMY AND SOCIETY. TO THIS END, WE ARE FOCUSING ON RAISING FUNDS IN FIVE KEY AREAS: STUDENT SCHOLARSHIPS, INSTRUCTIONAL INNOVATION, FACILITIES AND FIELDS, REDUCING BARRIERS TO STUDENT SUCCESS, AND ENHANCING PROGRAMS THAT ENRICH THE STUDENT EXPERIENCE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0297373
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0297373
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.OUR ANNUAL GIVING DAY, HELD ON THE FIRST TUESDAY OF MARCH, REACHED NEW HEIGHTS BY RAISING NEARLY $70,000 TO SUPPORT VARIOUS PROGRAMS. A LARGE PORTION OF THE FUNDS RAISED PROVIDE FLEXIBLE, UNRESTRICTED FUNDS THAT ARE USED TO SUPPORT A VARIETY OF PROGRAMS ACROSS CAMPUS. IN 2019, SMALL GRANTS WERE AWARDED TO CAMPUS RECREATION FOR STUDENT-LED OUTDOOR TRIPS, DANCE FOR A GUEST PERFORMANCE, THE CREATION OF OPEN EDUCATIONAL RESOURCES FOR CHEMISTRY, DIVISION OF HEALTH AND EXERCISE SCIENCE TO DECREASE FOOD INSECURITY VIA COOKING CLASSES, WOMEN IN STEM INITIATIVES, AND MORE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0354271
IRS990/ProgSrvcAccomActy3Grp/GrantAmt08690
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt094835
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01874287
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0968700
IRS990/PYInvestmentIncomeAmt0913650
IRS990/PYOtherExpensesAmt0697270
IRS990/PYOtherRevenueAmt059272
IRS990/PYProgramServiceRevenueAmt069220
IRS990/PYRevenuesLessExpensesAmt01250459
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01665970
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02916429
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01113866
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-7529
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0582047
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0218297
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: CASH DATE: 08/06/18 AMOUNT: 500000. DESCRIPTION: BEQUEST - CASH DATE: 07/03/18 AMOUNT: 89000. DESCRIPTION: BEQUEST - CASH DATE: 07/23/18 AMOUNT: 50453.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01173119
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01174366
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01121568
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01659336
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01490776
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06619165
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0529442
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0451097
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0421300
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0563500
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0439427
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02404766
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0804349
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt09938
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0250
IRS990ScheduleA/OtherIncome170Grp/TotalAmt010188
IRS990ScheduleA/PublicSupportCY170Pct00.72010
IRS990ScheduleA/PublicSupportPY170Pct00.73950
IRS990ScheduleA/PublicSupportTotal170Amt06516840
IRS990ScheduleA/SubstantialContributorsTotAmt0102325
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01173119
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01174366
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01121568
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01659336
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01490776
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06619165
IRS990ScheduleA/TotalSupportAmt09050317
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt016198
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt016198
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.22900
IRS990ScheduleD/BuildingsGrp/BookValueAmt094

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