Civic Intelligence

Western Oregon University Development Foundation

990 • Fiscal year 2021 • EIN 93-6033807

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 01, 2022

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

23rd percentile

0.04x

Higher debt load relative to assets than 23% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.34x

Higher debt load relative to revenue than 56% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

77th percentile

34%

Higher net margin than 77% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

71st percentile

$349,373

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

71st percentile

20%

Faster asset growth than 71% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-55%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Assets

Up

$26,639,211

Up $4,456,624 (+20%) from 2020

Net Assets

Up

$25,670,316

Up $4,360,586 (+20%) from 2020

Liabilities

Up

$968,895

Up $96,038 (+11%) from 2020

Revenue

Down

$2,848,955

Down $3,507,947 (-55%) from 2020

Expenses

Down

$1,879,395

Down $150,097 (-7.4%) from 2020

Net Income

Down

$969,560

Down $3,357,850 (-78%) from 2020

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

2021

Assets$26,639,211
Liabilities$968,895
Net Assets$25,670,316

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

2021

Revenue$2,848,955
Expenses$1,879,395
Net Income$969,560
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 1, 2022
Return Version
2020v4.2
Gross Receipts
$8,080,156
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$18,544,231$23,588,796▲ $5,044,565
Pledges and Grants Receivable$2,894,203$1,877,223▼ $1,016,980
Prepaid Expenses and Deferred Charges$107,760$446,005▲ $338,245
Cash and Non-Interest-Bearing Accounts$230,947$322,125▲ $91,178
Savings and Temporary Cash Investments$219,584$220,498▲ $914
Land, Buildings, and Equipment, Net$140,125$135,122▼ $5,003
Investments Other Securities$45,737$49,442▲ $3,705
Total Assets$22,182,587$26,639,211▲ $4,456,624
Liabilities
Other Liabilities$846,502$938,679▲ $92,177
Accounts Payable and Accrued Expenses$26,355$30,216▲ $3,861
Total Liabilities$872,857$968,895▲ $96,038
Net Assets / Fund Balance
Net Assets With Donor Restrictions$19,696,896$21,367,139▲ $1,670,243
Net Assets Without Donor Restrictions$1,612,834$4,303,177▲ $2,690,343
Total Net Assets Fund Balance$21,309,730$25,670,316▲ $4,360,586
Total Liabilities and Net Assets / Fund Balance$22,182,587$26,639,211▲ $4,456,624

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$23,066$242,990$248,328
Equipment$57,000$48,351$105,351
Leasehold Improvements$15,056$75,295$18,127
Buildings$0$79,579-
Land$40,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$15,322,459$42,354▲ $6,208,332$1,456,418$19,807,731
2019$13,471,990$1,437,972▲ $1,182,680$490,408$15,322,459
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Erin McdonoughExecutive DirectorPT$136,712$136,712

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,507,448
Program Service Revenue
$5,795
Investment Income
$1,318,866
Other Revenue
$16,846
All Other Contributions
$1,274,371
Change in Net Assets
$969,560

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 Traded11$81,505Fair Market Value (FMV) at Donation Date
Other Non Cash Contri Table94$26,236Donor Determined
Clothing and Household Goods-$7,282Donor Determined
Food Inventory17$5,377Donor Determined
Other Non Cash Contri Table3$4,535Donor Determined
Works of Art5$2,185Donor Determined
Total Noncash Contributions130$127,120-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,656,360
Revenue Not Reported on Financial Statements
$192,595
Revenue Not Reported on Form 990
$4,064,492
Other Revenue Adjustments
$45,915
Total Revenue per Audited Statements
$6,720,852
Total Revenue per Form 990
$2,848,955
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,475,231
Other Expenses$404,164
Total Fundraising Expense$20,369
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,180,519--$1,180,519
Grants to Domestic Orgs$294,712--$294,712
Office Expenses$106,264$57,679$10,348$174,291
Fees for Service Investment Mgmnt Fees-$146,680-$146,680
Fees for Services Accounting-$15,000-$15,000
Travel$9,155-$2,297$11,452
Information Technology$7,888--$7,888
Conferences and Meetings$6,187$1,270-$7,457
Insurance$1,189$5,960-$7,149
Depreciation Depletion$4,173$830-$5,003
Fees for Services Other$5,000--$5,000
Advertising$1,435-$485$1,920
Occupancy$1,226--$1,226
Other Expenses$-4,606-$7,239$-4,606
Total Functional Expenses$1,631,607$227,419$20,369$1,879,395

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,360,265
Total Expenses per Form 990$1,879,395
Expenses per Audited Statements$1,686,800
Expenses Not Reported on Form 990$673,465
Expenses Not Reported on Financial Statements$192,595
Other Expense Adjustments$45,915
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Western Oregon UniversityMonmouth, OR501(c)(1)Financial Support$289,502
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$49,398
Fundraising Gross Income$27,044
Gaming Gross Income$4,005
Gaming Direct Expenses$1,550
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Smith Fine Arts Auction$32,849$14,095$19,237$-5,142
Wolves Auction$49,639$12,129$24,108$-11,979
Total Events$88,463$27,044$49,398$-22,354
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$938,679
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
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
EIN
93-6033807
Phone
5038388281
Address
345 N MONMOUTH AVE, MONMOUTH, OR 97361

Signing Officer

Name
Erin Mcdonough
Title
Exec Director
Phone
5038388148
Signed
2022-03-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erin Mcdonough
Formed
1965
Legal Domicile
Or
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
126

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

Additional Explanations

FORM 990, PART XI, LINE 9:

Refunds of prior year program revenue -27,190.

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, 2020 beginning balance of net assets and had no unrecognized tax benefits at june 30, 2021. 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 2018 for its federal and state filings.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold 8,330. Special events expenses 49,398. Rental expenses 4,606. Gaming expenses 1,550.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Noncash donations 45,615. Refund netted with income 300.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold 8,330. Special events expenses 49,398. Rental expenses 4,606. Gaming expenses 1,550.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Noncash donations 45,615. Refund netted with income 300.

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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/PersonNm8ROB FINDTNER
IRS990/Form990PartVIISectionAGrp/PersonNm9VONNIE GOOD
IRS990/Form990PartVIISectionAGrp/PersonNm10SCOTT HAMERSLY
IRS990/Form990PartVIISectionAGrp/PersonNm11BILL HANSEN
IRS990/Form990PartVIISectionAGrp/PersonNm12MADISON KNOX
IRS990/Form990PartVIISectionAGrp/PersonNm13CRISTIAN MENDEZ-GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm14CARLENE NEAL
IRS990/Form990PartVIISectionAGrp/PersonNm15BETTY PATACCOLI
IRS990/Form990PartVIISectionAGrp/PersonNm16VICTORIA SCHOLERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm17DR PATRICIA FLATT
IRS990/Form990PartVIISectionAGrp/PersonNm18REX FULLER
IRS990/Form990PartVIISectionAGrp/PersonNm19ERIN MCDONOUGH
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/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/ReportableCompFromRltdOrgAmt18295915
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt19108818
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/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT, WOU
IRS990/Form990PartVIISectionAGrp/TitleTxt19EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt061419
IRS990/FundraisingDirectExpensesAmt049398
IRS990/FundraisingGrossIncomeAmt027044
IRS990/GainOrLossGrp/SecuritiesAmt0863677
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt01550
IRS990/GamingGrossIncomeAmt04005
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GovernmentGrantsAmt0171658
IRS990/GrantAmt01180519
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01180519
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01180519
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0294712
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0294712
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06030994
IRS990/GrossReceiptsAmt08080156
IRS990/GrossRentsGrp/RealAmt014167
IRS990/GrossSalesOfInventoryAmt035514
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt07888
IRS990/InformationTechnologyGrp/TotalAmt07888
IRS990/InsuranceGrp/ManagementAndGeneralAmt05960
IRS990/InsuranceGrp/ProgramServicesAmt01189
IRS990/InsuranceGrp/TotalAmt07149
IRS990/InvestmentIncomeGrp/ExclusionAmt0455189
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0455189
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt045737
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt049442
IRS990/InvestmentsPubTradedSecGrp/BOYAmt018544231
IRS990/InvestmentsPubTradedSecGrp/EOYAmt023588796
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0446215
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0140125
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0135122
IRS990/LandBldgEquipCostOrOtherBssAmt0581337
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05167317
IRS990/LessRentalExpensesGrp/RealAmt04606
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/NetAssetsOrFundBalancesBOYAmt021309730
IRS990/NetAssetsOrFundBalancesEOYAmt025670316
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0863677
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0863677
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-22354
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-22354
IRS990/NetIncomeFromGamingGrp/ExclusionAmt02455
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt02455
IRS990/NetIncomeOrLossGrp/ExclusionAmt027184
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt027184
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt09561
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt09561
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03418216
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01612834
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04303177
IRS990/NoncashContributionsAmt0127120
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt01226
IRS990/OccupancyGrp/TotalAmt01226
IRS990/OfficeExpensesGrp/FundraisingAmt010348
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt057679
IRS990/OfficeExpensesGrp/ProgramServicesAmt0106264
IRS990/OfficeExpensesGrp/TotalAmt0174291
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-27190
IRS990/OtherExpensesGrp/Desc0TAXES, FEES AND LICENSE
IRS990/OtherExpensesGrp/Desc1TRIP REFUNDS
IRS990/OtherExpensesGrp/Desc2ALLOCATED TO RENTAL
IRS990/OtherExpensesGrp/FundraisingAmt07239
IRS990/OtherExpensesGrp/ProgramServicesAmt012670
IRS990/OtherExpensesGrp/ProgramServicesAmt15795
IRS990/OtherExpensesGrp/ProgramServicesAmt2-4606
IRS990/OtherExpensesGrp/TotalAmt019909
IRS990/OtherExpensesGrp/TotalAmt15795
IRS990/OtherExpensesGrp/TotalAmt2-4606
IRS990/OtherLiabilitiesGrp/BOYAmt0846502
IRS990/OtherLiabilitiesGrp/EOYAmt0938679
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02894203
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01877223
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0107760
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0446005
IRS990/PrincipalOfficerNm0ERIN MCDONOUGH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAMS AND TRIP INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05795
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05795
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION IS COMMITTED TO SERVE, SUPPORT AND STRENGTHEN WESTERN OREGON UNIVERSITY. 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/ExpenseAmt0294610
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0294610
IRS990/ProgSrvcAccomActy3Grp/Desc0THE FOUNDATION SPONSORS UNIVERSITY PROGRAMS AND ACTIVITIES THAT ASSIST STUDENTS IN THE PURSUIT OF CULTURAL, SCIENTIFIC, EDUCATIONAL, AND ATHLETIC PROGRAMS. IN SPRING 2021, DURING OUR ANNUAL GIVING DAY, ALUMNI, EMPLOYEES, FAMILY, AND COMMUNITY GAVE MORE THAN $250,000 TO SUPPORT ACTIVITIES ACROSS CAMPUS INCLUDING THE FUND FOR WOU, EMERGENCY STUDENT AID, WOU FOOD PANTRY, SCHOLARSHIPS, MODEL UNITED NATIONS, SMITH FINE ARTS SERIES, VETERANS RESOURCE CENTER AND MORE. FUNDS RAISED DURING THIS IMPORTANT DAY AND THROUGHOUT THE YEAR, CONTINUE TO SUPPORT THE WOU FOUNDATION'S SMALL COMPETITIVE GRANT PROGRAM THAT HELPS CREATE INNOVATION AND ENTREPRENEURISM ACROSS CAMPUS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0156478
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0102
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt05795
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05535355
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01346133
IRS990/PYInvestmentIncomeAmt0736390
IRS990/PYOtherExpensesAmt0683359
IRS990/PYOtherRevenueAmt02986
IRS990/PYProgramServiceRevenueAmt082171
IRS990/PYRevenuesLessExpensesAmt04327410
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02029492
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06356902
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0969560
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt09561
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0219584
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0220498
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01507448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04560997
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01173119
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01174366
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01121568
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09537498
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0469356
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0452404
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0529442
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0451097
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0421300
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02323599

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