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Nonprofiteer
← WESTERN OREGON UNIVERSITY DEVELOPMENT FOUNDATION

Form 990 for tax year 2022

Filed by WESTERN OREGON UNIVERSITY DEVELOPMENT FOUNDATION.

Totals

Total revenue
$3,257,224
Total expenses
$2,189,348
Contributions and grants received
$2,287,673
Grants paid
$1,393,890
Program service revenue
$175,273
Investment income
$686,730
Other revenue
$107,548
Total assets, end of year
$26,992,668
Total liabilities, end of year
$683,571
Net assets or fund balances, end of year
$26,309,097
Program services expenses (Part IX)
$1,890,272
Management and general expenses
$199,076
Fundraising expenses
$100,000
Program service expenses (Part III)
$1,890,272

Program services were 86.3% 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

    $108,591

  • 1f · All other contributions, gifts and grants

    $2,179,082

  • 1g · Noncash contributions included above

    $173,720

  • 2a · Program service revenue: PROGRAMS AND TRIP INCOME

    total $175,273 · related or exempt $175,273

  • 3 · Investment income

    total $587,859 · excluded $587,859

  • 5 · Royalties

    total $911 · excluded $911

  • 6a · Gross rents

    real property $10,000

  • 6b · Less rental expenses

    real property $2,153

  • 6c · Rental income or loss

    real property $7,847

  • 6d · Net rental income or loss

    total $7,847 · excluded $7,847

  • 7a · Gross sales of assets other than inventory

    securities $5,256,136

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

    securities $5,157,265

  • 7c · Gain or loss

    securities $98,871

  • 7d · Net gain or loss

    total $98,871 · excluded $98,871

  • 8a · Fundraising events: gross income

    $45,496

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

    $108,591

  • 8b · Fundraising events: direct expenses

    $62,088

  • 8c · Net income from fundraising events

    total -$16,592 · excluded -$16,592

  • 9a · Gaming: gross income

    $16,588

  • 9b · Gaming: direct expenses

    $3,475

  • 9c · Net income from gaming

    total $13,113 · excluded $13,113

  • 10a · Gross sales of inventory

    $108,787

  • 10b · Cost of goods sold

    $6,518

  • 10c · Net income from sales of inventory

    total $102,269 · excluded $102,269

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $390,995 · program services $390,995

  • 2 · Grants to domestic individuals

    total $1,002,895 · program services $1,002,895

  • 11c · Fees: accounting

    total $23,300 · management and general $23,300

  • 11f · Fees: investment management

    total $152,449 · management and general $152,449

  • 12 · Advertising and promotion

    total $9,228 · program services $6,658 · fundraising $2,570

  • 13 · Office expenses

    total $214,140 · program services $161,740 · management and general $12,927 · fundraising $39,473

  • 14 · Information technology

    total $1,690 · management and general $1,690

  • 16 · Occupancy

    total $4,515 · program services $4,515

  • 17 · Travel

    total $171,886 · program services $155,990 · fundraising $15,896

  • 19 · Conferences, conventions and meetings

    total $139,070 · program services $108,897 · management and general $1,025 · fundraising $29,148

  • 22 · Depreciation, depletion and amortization

    total $2,842 · management and general $2,842

  • 23 · Insurance

    total $7,103 · program services $107 · management and general $6,996

  • 24a · Other expenses: TAXES, FEES AND LICENSE

    total $72,510 · program services $59,597 · fundraising $12,913

  • 24b · Other expenses: TRIP REFUNDS

    total -$1,122 · program services -$1,122

  • 24c · Other expenses: ALLOCATED TO RENTAL

    total -$2,153 · management and general -$2,153

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $385,240 · end of year $302,706

  • 2 · Savings and temporary cash investments

    beginning of year $221,145 · end of year $222,255

  • 3 · Pledges and grants receivable

    beginning of year $932,286 · end of year $166,905

  • 4 · Accounts receivable

    beginning of year $31,292 · end of year $2,352

  • 9 · Prepaid expenses and deferred charges

    beginning of year $520,560 · end of year $551,645

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

    $581,337

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

    $453,534

  • 10c · Land, buildings and equipment, net

    beginning of year $130,645 · end of year $127,803

  • 11 · Investments: publicly traded securities

    beginning of year $22,071,445 · end of year $25,556,084

  • 12 · Investments: other securities

    beginning of year $53,146 · end of year $56,451

  • 15 · Other assets

    beginning of year $20,734 · end of year $6,467

  • 17 · Accounts payable and accrued expenses

    beginning of year $116,650 · end of year $31,958

  • 25 · Other liabilities

    beginning of year $633,826 · end of year $651,613

  • 27 · Net assets without donor restrictions

    beginning of year $5,053,335 · end of year $4,653,278

  • 28 · Net assets with donor restrictions

    beginning of year $18,562,682 · end of year $21,655,819

Mission and programs · 2022

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.

Activities or mission (Part I)

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

  • 538 WOU STUDENTS RECEIVED A TOTAL OF $1,002,895 SCHOLARSHIPS, STUDENT AID AND STUDENT LOANS FOR THE CONTINUATION OF THEIR EDUCATION AND ADVANCEMENT TOWARD THE COMPLETION OF THEIR DEGREES. THE WOU FOUNDATION BOARD, ADVANCEMENT AND UNIVERSITY STAFF ACTIVELY ENGAGE IN OUTREACH TO GROW OUR CAPACITY TO AWARDING MORE AND LARGER AMOUNTS OF SCHOLARSHIPS TO WESTERN OREGON UNIVERSITY STUDENTS. IN ADDITION TO THE MANY ON-GOING CURRENT USE AND ENDOWED SCHOLARSHIPS, WE WORK WITH NEW AND EXISTING DONORS TO CREATE NEW NAMED SCHOLARSHIPS, ENDOWMENTS OR TO SUPPORT THE GENERAL SCHOLARSHIP FUND. SCHOLARSHIPS PROVIDE THE OPPORTUNITY FOR STUDENTS TO LIVE MORE FULLY, WHILE FOCUSING ON THEIR EDUCATION BY MAKING COLLEGE MORE AFFORDABLE.

    Expenses $1,002,895 · Grants $1,002,895

  • THE FOUNDATION'S MISSION IS TO SERVE, SUPPORT AND STRENGTHEN WESTERN OREGON UNIVERSITY. THE GOALS AND OBJECTIVES OF THE FOUNDATION ARE TO INCREASINGLY RECRUIT AND RETAIN VOLUNTEER AND ALUMNI ENGAGEMENT TO PARTICIPATE IN MENTORING, FUNDRAISING AND OTHER ACTIVITIES THAT ENRICH 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 THREE KEY AREAS: SCHOLARSHIPS, WOLVES ATHLETICS AND STUDENT SUCCESS.

    Expenses $386,057 · Grants $386,057

  • THE FOUNDATION SPONSORS UNIVERSITY PROGRAMS AND ACTIVITIES THAT ASSIST STUDENTS IN THE PURSUIT OF CULTURAL, SCIENTIFIC, EDUCATIONAL, AND ATHLETIC PROGRAMS. THROUGHOUT THE YEAR, THE FOUNDATION WORKS WITH DONORS TO SUPPORT A VARIETY OF NEEDS ACROSS THE UNIVERSITY. GIFTS COME FROM INDIVIDUALS, CORPORATIONS, AND FOUNDATIONS. A HIGH PERCENTAGE OF SUPPORT COMES THROUGH EVENTS INCLUDING GIVING DAY, WOLVES ATHLETIC AUCTION, WOLVES ON THE GREEN GOLF TOURNAMENT, AND THE SMITH FINE ARTS SERIES AUCTION. DURING THESE EVENTS ALUMNI, EMPLOYEES, FAMILY, AND COMMUNITY MEMBERS DESIGNATE THEIR AREAS OF SUPPORT WHICH INCLUDE THE FUND FOR WOU, EMERGENCY STUDENT AID, WOU FOOD PANTRY, SCHOLARSHIPS, MODEL UNITED NATIONS, SMITH FINE ARTS SERIES, STONEWALL CENTER, VETERANS RESOURCE CENTER, WOLVES ATHLETICS AND MORE. FUNDS RAISED THROUGHOUT THE YEAR INCREASINGLY SUPPORT THE WOU FOUNDATION'S SMALL COMPETITIVE GRANT PROGRAM THAT HELPS CREATE INNOVATION ACROSS DEPARTMENTS WHILE ENRICHING THE STUDENT EXPERIENCE.

    Expenses $501,320 · Grants $4,938 · Revenue $175,273

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Cori Frauendiener

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Mike Morgan

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Pat Stineff

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Kelly Atkinson

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Tony Crawford

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Christian Mendez-Garcia

    TRUSTEE (THROUGH OCTOBER 2022)

    Total calculated
    $0
    Hours/week
    1

  • Carlene Neal

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dr Patricia Flatt

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kevin Alejandrez

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Chester Anonson

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Betsy Messer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Sonja Fenton

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Gordon Taylor

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Doug Ladd

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Tina Fuchs

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jessica Farrenkopf

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Sabra Jewell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Cara Groshong

    INTERIM DIRECTOR (THROUGH 2/28/23)

    Total calculated
    $166,893
    From this org
    $0
    From related orgs
    $109,047
    Other
    $57,846
    Hours/week
    16 + 24 related

    Schedule J breakdown matched by us

    Base
    $0 + $109,047 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $36,155 related
    Nontaxable benefits
    $0 + $21,691 related
    Filer's total
    $0 + $166,893 related

  • Katie Wojke

    EXECUTIVE DIRECTOR (BEGINNING 3/1/23)

    Total calculated
    $0
    Hours/week
    16 + 24 related

  • Jesse Peters

    PRESIDENT, WOU

    Total calculated
    $205,903
    From this org
    $0
    From related orgs
    $205,192
    Other
    $711
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $138,192 related
    Bonus
    $0
    Other
    $0 + $67,000 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $711 related
    Filer's total
    $0 + $205,903 related

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

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses

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

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

  • WESTERN OREGON UNIVERSITY

    $380,460

    FINANCIAL SUPPORT

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.

  • WESTERN OREGON UNIVERSITY

    501(C)(1) · HIGHER EDUCATION · OR

Provenance

Return type
form_990
Tax year
2022
Filed
18 March 2024
IRS schema version
2022v5.0
Source object
202400829349300225

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