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Nonprofiteer
← UMPQUA COLLEGE FOUNDATION

Form 990 for tax year 2023

Filed by UMPQUA COLLEGE FOUNDATION.

Totals

Total revenue
$1,663,308
Total expenses
$1,471,856
Contributions and grants received
$1,092,853
Grants paid
$941,825
Program service revenue
$0
Investment income
$484,327
Other revenue
$86,128
Total assets, end of year
$19,635,486
Total liabilities, end of year
$3,084,868
Net assets or fund balances, end of year
$16,550,618
Program services expenses (Part IX)
$1,125,610
Management and general expenses
$270,084
Fundraising expenses
$76,162
Program service expenses (Part III)
$1,125,610

Program services were 76.5% 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

    $252,024

  • 1e · Government grants (contributions)

    $10,200

  • 1f · All other contributions, gifts and grants

    $830,629

  • 1g · Noncash contributions included above

    $97,019

  • 3 · Investment income

    total $369,112 · excluded $369,112

  • 7a · Gross sales of assets other than inventory

    securities $3,159,658

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

    securities $3,044,443

  • 7c · Gain or loss

    securities $115,215

  • 7d · Net gain or loss

    total $115,215 · related or exempt $115,215

  • 8a · Fundraising events: gross income

    $159,430

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

    $252,024

  • 8b · Fundraising events: direct expenses

    $130,016

  • 8c · Net income from fundraising events

    total $29,414

  • 11a · Other revenue: INCOME FROM AFFILIATE

    total $42,823 · related or exempt $42,823

  • 11b · Other revenue: OTHER INCOME

    total $13,891 · related or exempt $13,891

  • 11e · Other revenue, total

    $56,714

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $254,472 · program services $254,472

  • 2 · Grants to domestic individuals

    total $687,353 · program services $687,353

  • 11b · Fees: legal

    total $450 · management and general $450

  • 11c · Fees: accounting

    total $94,009 · management and general $94,009

  • 11f · Fees: investment management

    total $69,705 · program services $69,705

  • 12 · Advertising and promotion

    total $150 · management and general $150

  • 13 · Office expenses

    total $4,963 · program services $2,328 · management and general $2,635

  • 14 · Information technology

    total $18,888 · management and general $18,888

  • 17 · Travel

    total $1,295 · program services $113 · management and general $1,182

  • 23 · Insurance

    total $4,565 · management and general $4,565

  • 24a · Other expenses: PERSONNEL SERVICES

    total $286,053 · program services $79,442 · management and general $130,449 · fundraising $76,162

  • 24b · Other expenses: SUPPLIES

    total $20,303 · program services $18,356 · management and general $1,947

  • 24c · Other expenses: MEALS AND ENTERTAINMENT

    total $16,818 · program services $8,440 · management and general $8,378

  • 24d · Other expenses: EVENT SUPPLIES

    total $3,739 · program services $327 · management and general $3,412

  • 24e · All other expenses

    total $9,093 · program services $5,074 · management and general $4,019

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $259,922 · end of year $309,916

  • 2 · Savings and temporary cash investments

    beginning of year $192,855 · end of year $2,938,073

  • 5 · Loans and receivables from officers and key people

    beginning of year $41,278 · end of year $42,823

  • 8 · Inventories for sale or use

    beginning of year $28,965 · end of year $29,464

  • 11 · Investments: publicly traded securities

    beginning of year $13,738,383 · end of year $15,626,157

  • 15 · Other assets

    beginning of year $690,426 · end of year $689,053

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,505 · end of year $26,540

  • 18 · Grants payable

    beginning of year $151,827 · end of year $175,270

  • 19 · Deferred revenue

    end of year $2,750,000

  • 25 · Other liabilities

    beginning of year $155,701 · end of year $133,058

  • 27 · Net assets without donor restrictions

    beginning of year $809,582 · end of year $1,144,713

  • 28 · Net assets with donor restrictions

    beginning of year $13,821,214 · end of year $15,405,905

Mission and programs · 2023

Mission

THE FOUNDATION WAS FORMED TO ENCOURAGE, RECEIVE, AND ADMINISTER GIFTS AND BEQUESTS FOR THE SUPPORT AND BENEFIT OF UMPQUA COMMUNITY COLLEGE AND ITS STUDENTS. THE FOUNDATION RAISES AND DONATES FUNDS FOR SCHOLARSHIPS, FACILITIES ENHANCEMENT AND OTHER PROGRAM SUPPORT.

  • SCHOLARSHIPS AND GRANTS TO STUDENTS OF UMPQUA COMMUNITY COLLEGE.

    Expenses $688,007 · Grants $687,353

  • ASSISTANCE TO UMPQUA COMMUNITY COLLEGE AND ITS STUDENTS FOR PROGRAM SUPPORT.

    Expenses $437,603 · Grants $254,472

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DEREK SIMMONS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JEFF BALL

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • NEAL BROWN

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • CHELSEA BUCKBEE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RENEE COEN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRENT EICHMAN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LYNN ENGLE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STEVE FELDKAMP

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • GARRETT HANNA

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • NEIL HUMMEL

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • ROBERT JOHNSON

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DANNY LANG

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • KEITH LONGIE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TOM NELSON

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRIAN PARGETER

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • LEE PATERSON

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • ALANSON RANDOL DDS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DALE RITTER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ADEN BLISS

    PRESIDENT/TR

    Total calculated
    $0
    Hours/week
    1

  • ALEX PALM

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • ELIN MILLER

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JESSICA PAUGH

    CEO

    Total calculated
    $130,527
    From this org
    $0
    From related orgs
    $101,670
    Other
    $28,857
    Hours/week
    30 + 10 related

  • ELLEN BROWN

    DIRECTOR OF

    Total calculated
    $95,086
    From this org
    $0
    From related orgs
    $76,355
    Other
    $18,731
    Hours/week
    40

  • CHARLEY THOMPSON

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • EMILY BRANDT

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JEROLD COCHRAN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LIZ WATKINS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRUCE HANNA

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GREG JOHNSON

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MELONY MARSH

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • MO NICHOLS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202521359349313107

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