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Nonprofiteer
← OREGON 4-H FOUNDATION

Form 990 for tax year 2022

Filed by OREGON 4-H FOUNDATION.

Totals

Total revenue
$1,343,311
Total expenses
$1,090,023
Contributions and grants received
$482,650
Grants paid
$0
Program service revenue
$11,000
Investment income
$39,892
Other revenue
$809,769
Total assets, end of year
$23,353,036
Total liabilities, end of year
$664,198
Net assets or fund balances, end of year
$22,688,838
Program services expenses (Part IX)
$990,657
Management and general expenses
$83,900
Fundraising expenses
$15,466
Program service expenses (Part III)
$990,657

Program services were 90.9% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $482,650

  • 1g · Noncash contributions included above

    $2,738

  • 2a · Program service revenue: Other Revenue - Registration

    total $11,000 · related or exempt $11,000 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $39,923 · related or exempt $39,923 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $2,707 · other assets $0

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

    securities $2,738 · other assets $0

  • 7c · Gain or loss

    securities -$31 · other assets $0

  • 7d · Net gain or loss

    total -$31 · related or exempt -$31 · unrelated business $0 · excluded $0

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

    $0

  • 11a · Other revenue: Other Revenue - Miscellaneous

    total $224,262 · related or exempt $224,262 · unrelated business $0 · excluded $0

  • 11b · Other revenue: Change in Split Interest Agreements

    total $21,129 · related or exempt $21,129 · unrelated business $0 · excluded $0

  • 11c · Other revenue: Endowment Earnings Distributions

    total $562,594 · related or exempt $562,594 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $1,784 · related or exempt $1,784 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $809,769

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $18,908 · management and general $18,908

  • 7 · Other salaries and wages

    total $142,929 · program services $96,561 · management and general $46,368 · fundraising $0

  • 11b · Fees: legal

    total $8,778 · program services $0 · management and general $8,778 · fundraising $0

  • 11c · Fees: accounting

    total $86 · program services $0 · management and general $86 · fundraising $0

  • 11g · Fees: other

    total $1,468 · program services $932 · management and general $0 · fundraising $536

  • 12 · Advertising and promotion

    total $492 · program services $492 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $76,053 · program services $76,038 · management and general $15 · fundraising $0

  • 14 · Information technology

    total $1,012 · program services $1,012 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $2,448 · program services $2,448 · management and general $0 · fundraising $0

  • 17 · Travel

    total $97,821 · program services $97,821 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $111,153 · program services $110,989 · management and general $164 · fundraising $0

  • 20 · Interest

    total $5,346 · program services $0 · management and general $5,346 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $120,972 · program services $0 · management and general $120,972 · fundraising $0

  • 23 · Insurance

    total $41,395 · program services $389 · management and general $41,006 · fundraising $0

  • 24a · Other expenses: Scholarships / Student Aid / Awards

    total $92,638 · program services $92,638 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $368,524 · program services $511,337 · management and general -$157,743 · fundraising $14,930

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,296,973 · end of year $2,649,592

  • 3 · Pledges and grants receivable

    beginning of year $19,557 · end of year $9,684

  • 10a · Land, buildings and equipment: cost or other basis

    $4,951,567

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,566,401

  • 10c · Land, buildings and equipment, net

    beginning of year $3,447,436 · end of year $3,385,166

  • 11 · Investments: publicly traded securities

    beginning of year $1,052,420 · end of year $1,086,119

  • 12 · Investments: other securities

    beginning of year $14,767,972 · end of year $15,415,109

  • 15 · Other assets

    beginning of year $796,037 · end of year $807,366

  • 25 · Other liabilities

    beginning of year $687,673 · end of year $664,198

  • 27 · Net assets without donor restrictions

    beginning of year $203,811 · end of year $273,096

  • 28 · Net assets with donor restrictions

    beginning of year $21,488,911 · end of year $22,415,742

Mission and programs · 2022

Mission

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

  • Scholarships and Other Student Support

    Expenses $58,650

  • Instruction and Research

    Expenses $492,125

  • Administrative gift fees

    Expenses $12,145

  • Bank and credit card fees

    Expenses $932

  • Books, periodicals & subscriptions

  • Business meetings

    Expenses $110

  • Cell phone charges

  • Computer sofrware

  • Conferences, meetings, seminars

  • Interest

  • Maintenance & repairs

  • Office expenses

  • Payroll

  • Professional expenses

  • Public relations

    Expenses $542

  • Recognition

    Expenses $139

  • Registration fees

    Revenue $11,000

  • Services

  • Special program expense

    Expenses $2,500

  • Staff training

  • Supplies

  • Transfers, net - to/from endowment

    Expenses $425,000

  • Transfers, net - Intrafund/Interfund

    Expenses -$1,593

  • Travel

    Expenses $109

  • rounding

    Expenses -$2

As filed on the 2022 return.

Listed in Part VII

  • Tara Pesterfield

    Executive Director

    Total calculated
    $87,622
    From this org
    $0
    From related orgs
    $75,632
    Other
    $11,990
    Hours/week
    20 + 20 related
  • Sterling Allen

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Jennifer Beathe

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Ellen Bradley

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Leslie Burns Boggess

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Greg Duff

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Jon Gandy

    Trustee - Ex-Officio (4-H Faculty)

    Total calculated
    $0
    Hours/week
    1
  • Melina Garcia

    Trustee - Ex-Officio (4-H Faculty)

    Total calculated
    $0
    Hours/week
    1
  • Cathy Haas

    Trustee - Ex-Officio

    Total calculated
    $0
    Hours/week
    1
  • Stacie Lieuallen

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Ivory Lyles

    Trustee - Ex-Officio

    Total calculated
    $0
    Hours/week
    1
  • Kelly Noack

    Trustee - Ex-Officio (4-H Faculty)

    Total calculated
    $0
    Hours/week
    1
  • Colin Pyle

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Drucilla Sloop

    Trustee (Past President)

    Total calculated
    $0
    Hours/week
    4
  • Nolan Sundberg

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Carrie Thompson

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Griffen Zollner

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Lori A Elkins

    President

    Total calculated
    $0
    Hours/week
    4
  • Sue Densmore

    Vice President

    Total calculated
    $0
    Hours/week
    4
  • Connie Kearney

    Secretary/Treasurer

    Total calculated
    $0
    Hours/week
    4

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.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • Oregon 4-H Conference & Education Center

    youth services · OR · income $0 · assets $0

    Directly controlled by Oregon 4-H Foundation

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202421369349317092

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