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← SOUTHWESTERN OREGON COMMUNITY COLLEGE FOUNDATION INC

Form 990 for tax year 2024

Filed by SOUTHWESTERN OREGON COMMUNITY COLLEGE FOUNDATION INC.

Totals

Total revenue
$1,055,175
Total expenses
$808,422
Contributions and grants received
$703,601
Grants paid
$482,221
Program service revenue
$0
Investment income
$353,712
Other revenue
-$2,138
Total assets, end of year
$7,197,751
Total liabilities, end of year
$410
Net assets or fund balances, end of year
$7,197,341
Program services expenses (Part IX)
$522,194
Management and general expenses
$273,669
Fundraising expenses
$12,559
Program service expenses (Part III)
$522,194

Program services were 64.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $70,175

  • 1f · All other contributions, gifts and grants

    $633,426

  • 1g · Noncash contributions included above

    $14,425

  • 3 · Investment income

    total $147,882 · excluded $147,882

  • 7a · Gross sales of assets other than inventory

    securities $3,253,714

  • 7b · Less cost or other basis and sales expenses

    securities $3,047,884

  • 7c · Gain or loss

    securities $205,830

  • 7d · Net gain or loss

    total $205,830 · excluded $205,830

  • 8a · Fundraising events: gross income

    $23,980

  • 8a · Fundraising events: contributions included on line 1c

    $70,175

  • 8b · Fundraising events: direct expenses

    $26,118

  • 8c · Net income from fundraising events

    total -$2,138 · excluded -$2,138

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $223,783 · program services $223,783

  • 2 · Grants to domestic individuals

    total $258,438 · program services $258,438

  • 7 · Other salaries and wages

    total $60,130 · program services $39,084 · management and general $9,020 · fundraising $12,026

  • 11c · Fees: accounting

    total $27,135 · management and general $27,135

  • 11f · Fees: investment management

    total $200,650 · management and general $200,650

  • 12 · Advertising and promotion

    total $2,539 · program services $889 · management and general $1,117 · fundraising $533

  • 13 · Office expenses

    total $10,714 · management and general $10,714

  • 14 · Information technology

    total $22,351 · management and general $22,351

  • 17 · Travel

    total $198 · management and general $198

  • 23 · Insurance

    total $2,484 · management and general $2,484

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $166,316 · end of year $205,268

  • 2 · Savings and temporary cash investments

    beginning of year $114,302

  • 11 · Investments: publicly traded securities

    beginning of year $5,425,724 · end of year $6,072,772

  • 12 · Investments: other securities

    beginning of year $829,778 · end of year $909,361

  • 15 · Other assets

    beginning of year $10,350 · end of year $10,350

  • 17 · Accounts payable and accrued expenses

    beginning of year $53,552 · end of year $410

  • 27 · Net assets without donor restrictions

    beginning of year $2,443,902 · end of year $2,579,216

  • 28 · Net assets with donor restrictions

    beginning of year $4,049,016 · end of year $4,618,125

Mission and programs · 2024

Mission

THE PURPOSE OF THE SOUTHWESTERN OREGON COMMUNITY COLLEGE FOUNDATION IS TO SUPPORT THE COLLEGE IN IMPROVING PEOPLE'S LIVES - SOCIALLY, CULTURALLY, ECONOMICALLY AND EDUCATIONALLY - THROUGH FRIEND-RAISING AND FUNDRAISING.

Activities or mission (Part I)

"FRIEND-RAISING AND FUNDRAISING TO SUPPORT THE COLLEGE IN IMPROVING PEOPLE'S LIVES.

  • GRANTS AND ACADEMIC PROGRAM SUPPORT - THE FOUNDATION'S SUPPORT OF SOUTHWESTERN OREGON COMMUNITY COLLEGE INCLUDES, BUT IS NOT LIMITED TO RECEIVING, INVESTING AND ADMINISTERING FUNDS HELD FOR THE BENEFIT OF THE COLLEGE AND ULTIMATELY ITS STUDENTS. THE FOUNDATION UNDERTAKES SPECIAL PROJECTS TO SUPPORT INNOVATION AND INVESTMENTS IN NEW PROGRAMS AND EQUIPMENT TO SUPPORT INSTRUCTION AND STUDENT SUCCESS. EFFORTS HAVE FOCUSED ON THE SCIENCES, NATURAL RESOURCES, HEALTH, CULINARY PROGRAMS AND THE ARTS.

    Expenses $263,756 · Grants $223,783

  • SCHOLARSHIPS - THE FOUNDATION AWARDED $258,438 IN SCHOLARSHIPS DURING 2024-25, ASSISTING 344 STUDENTS WITH TUITION, FEES, BOOKS, LIVING EXPENSES AND OTHER EDUCATIONAL EXPENSES. THIS INCLUDED THE FOUNDATION PROVIDING GED/TRANSITIONAL EDUCATION SCHOLARSHIPS TO STUDENTS PREPARING TO ENTER COLLEGE AND PURSUE CAREER TRAINING. OUT OF THOSE TOTAL AWARDS, THE FOUNDATION AWARDED 25 SCHOLARSHIPS TO STUDENTS EXPERIENCING TEMPORARY FINANCIAL EMERGENCIES TO ENSURE THEY WERE ABLE TO COMPLETE THEIR TERMS OF STUDY.

    Expenses $258,438 · Grants $258,438

As filed on the 2024 return.

Listed in Part VII

  • Arnie Roblan

    CHAIR

    Total calculated
    $0
    Hours/week
    3

  • Alexia Gederos

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • Lamont Swinson

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Cap Sharples

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Jackie Chambers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Karen Cunningham

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Patti Gates Od

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Carma Erickson Hurt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Bradford McKeown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Ron Metzger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Kaley Sweet

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Carolyn Thompson

    DIRECTOR THRU 6/25

    Total calculated
    $0
    Hours/week
    2

  • Elise Hamner

    EXECUTIVE DIRECTOR

    Total calculated
    $68,873
    From this org
    $47,363
    From related orgs
    $0
    Other
    $21,510
    Hours/week
    20

    Schedule J breakdown matched by us

    Base
    $47,363
    Bonus
    $0
    Other
    $0
    Deferred
    $11,058
    Nontaxable benefits
    $10,452
    Filer's total
    $68,873

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART II:
ELISE HAMNER IS A FULL-TIME EMPLOYEE OF THE SOUTHWESTERN OREGON COMMUNITY COLLEGE (THE COLLEGE), AN UNRELATED ORGANIZATION AS DEFINED IN THE FORM 990. MS. HAMNER SPENDS 50% OF HER TIME SERVING AS THE EXECUTIVE DIRECTOR OF THE FOUNDATION. ACCORDING TO THE OPERATING AGREEMENT BETWEEN THE COLLEGE AND THE FOUNDATION, THE COLLEGE AGREED TO FULLY FUND THE FOUNDATION'S EXECUTIVE DIRECTOR SALARY AND BENEFITS INDEFINITELY OR UNTIL SUCH TIME BOTH PARTIES MUTUALLY AGREE TO RENEGOTIATE. THE VALUE OF SUCH SERVICES TO THE FOUNDATION TOTALED $90,738 FOR THE FISCAL YEAR ENDED IN JUNE 30, 2025 ARE REPORTED AS IN-KIND CONTRIBUTIONS IN THE FOUNDATIONS FINANCIAL STATEMENTS, HOWEVER ARE EXCLUDED FOR 990 REPORTING PURPOSES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • SOUTHWESTERN OREGON COMMUNITY COLLEGE

    $223,783

    PROGRAM AND OPERATING SUPPORT

Provenance

Return type
form_990
Tax year
2024
Filed
28 October 2025
IRS schema version
2024v5.2
Source object
202543029349300329

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