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← UNIVERSITY OF OREGON FOUNDATION

Form 990 for tax year 2022

Filed by UNIVERSITY OF OREGON FOUNDATION.

Totals

Total revenue
$190,958,772
Total expenses
$156,113,511
Contributions and grants received
$178,771,243
Grants paid
$123,719,585
Program service revenue
$0
Investment income
$8,208,662
Other revenue
$3,978,867
Total assets, end of year
$2,366,012,843
Total liabilities, end of year
$726,356,466
Net assets or fund balances, end of year
$1,639,656,377
Program services expenses (Part IX)
$123,719,585
Management and general expenses
$17,967,908
Fundraising expenses
$14,426,018
Program service expenses (Part III)
$123,719,585

Program services were 79.2% 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.

  • 1f · All other contributions, gifts and grants

    $178,771,243

  • 1g · Noncash contributions included above

    $9,015,690

  • 3 · Investment income

    total $19,818,454 · unrelated business -$1,391,471 · excluded $21,209,925

  • 6a · Gross rents

    real property $2,923,584

  • 6b · Less rental expenses

    real property $1,973,512

  • 6c · Rental income or loss

    real property $950,072

  • 6d · Net rental income or loss

    total $950,072 · excluded $950,072

  • 7a · Gross sales of assets other than inventory

    securities $54,070,704 · other assets $56,138,125

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

    securities $54,115,672 · other assets $67,702,949

  • 7c · Gain or loss

    securities -$44,968 · other assets -$11,564,824

  • 7d · Net gain or loss

    total -$11,609,792 · excluded -$11,609,792

  • 11a · Other revenue: GIVING ASSESSMENT

    total $2,341,682 · excluded $2,341,682

  • 11b · Other revenue: OTHER REVENUE

    total $687,113 · excluded $687,113

  • 11e · Other revenue, total

    $3,028,795

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $123,719,585 · program services $123,719,585

  • 5 · Compensation of officers, directors and key employees

    total $1,180,694 · management and general $1,180,694

  • 7 · Other salaries and wages

    total $2,570,160 · management and general $2,570,160

  • 8 · Pension plan contributions

    total $585,140 · management and general $585,140

  • 9 · Other employee benefits

    total $621,143 · management and general $621,143

  • 10 · Payroll taxes

    total $256,698 · management and general $256,698

  • 11b · Fees: legal

    total $77,776 · management and general $77,776

  • 11c · Fees: accounting

    total $172,600 · management and general $172,600

  • 11f · Fees: investment management

    total $8,138,072 · management and general $8,138,072

  • 11g · Fees: other

    total $241,205 · management and general $241,205

  • 13 · Office expenses

    total $82,318 · management and general $82,318

  • 14 · Information technology

    total $1,281,865 · management and general $1,281,865

  • 16 · Occupancy

    total $266,318 · management and general $266,318

  • 17 · Travel

    total $49,620 · management and general $49,620

  • 19 · Conferences, conventions and meetings

    total $11,221 · management and general $11,221

  • 20 · Interest

    total $1,809,454 · management and general $1,809,454

  • 22 · Depreciation, depletion and amortization

    total $18,869 · management and general $18,869

  • 23 · Insurance

    total $177,098 · management and general $177,098

  • 24a · Other expenses: UO FUNDRAISING SUPPORT

    total $14,426,018 · fundraising $14,426,018

  • 24b · Other expenses: SPECIAL FEES

    total $126,814 · management and general $126,814

  • 24c · Other expenses: TAXES

    total $61,205 · management and general $61,205

  • 24d · Other expenses: CULTIVATION

    total $33,008 · management and general $33,008

  • 24e · All other expenses

    total $206,630 · management and general $206,630

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $165,351,734 · end of year $116,415,027

  • 2 · Savings and temporary cash investments

    beginning of year $108,683,223 · end of year $22,538,054

  • 3 · Pledges and grants receivable

    beginning of year $66,896,346 · end of year $54,575,267

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

    $28,258,930

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

    $663,904

  • 10c · Land, buildings and equipment, net

    beginning of year $25,077,582 · end of year $27,595,026

  • 11 · Investments: publicly traded securities

    beginning of year $124,550,989 · end of year $90,629,114

  • 12 · Investments: other securities

    beginning of year $1,741,694,520 · end of year $1,994,357,259

  • 15 · Other assets

    beginning of year $57,718,104 · end of year $59,903,096

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,427,992 · end of year $4,026,572

  • 23 · Secured mortgages and notes payable

    beginning of year $40,376,227 · end of year $38,917,586

  • 25 · Other liabilities

    beginning of year $680,764,501 · end of year $683,412,308

  • 27 · Net assets without donor restrictions

    beginning of year $42,195,025 · end of year $45,638,925

  • 28 · Net assets with donor restrictions

    beginning of year $1,521,208,753 · end of year $1,594,017,452

Mission and programs · 2022

Mission

THE PURPOSE AND MISSION OF THE FOUNDATION ARE, ACTING ON ITS OWN OR THROUGH AFFILIATES, TO SUPPORT AND ASSIST THE UNIVERSITY OF OREGON IN ITS ACTIVITIES BY MANAGEMENT AND ADMINISTRATION OF FOUNDATION ASSETS REPRESENTING PRIVATELY DONATED FUNDS, BY LEADING ADVOCACY FOR THEUNIVERSITY, AND BY DEVELOPING, FINANCING, CONSTRUCTING, ACQUIRING AND OPERATING FACILITIES FOR OR ON BEHALF OF THE UNIVERSITY.

Activities or mission (Part I)

IN SUPPORT OF THE FOUNDATION'S MISSION, STAFF ENDEAVOR TO POSITIVELY IMPACT SOCIETY BY SUPPORTING THE UNIVERSITY OF OREGON'S MISSION OF EDUCATION, RESEARCH AND ENTREPRENEURSHIP THROUGH EXEMPLARY STEWARDSHIP OF RELATIONSHIPS AND RESOURCES.

  • FUNDS ARE DISBURSED FROM RESTRICTED CONTRIBUTIONS TO THE UNIVERSITY OF OREGON AT THE REQUEST OF AUTHORIZED UNIVERSITY OFFICIALS FOR THE DONOR DESIGNATED PURPOSE OF THE CONTRIBUTION: ACADEMIC FACILITIES AND EQUIPMENT; NON-ACADEMIC FACILITIES AND EQUIPMENT; FUNDRAISING.

    Expenses $53,273,441 · Grants $52,273,441

  • FUNDS ARE DISBURSED FROM RESTRICTED CONTRIBUTIONS TO THE UNIVERSITY OF OREGON AT THE REQUEST OF AUTHORIZED UNIVERSITY OFFICIALS FOR THE DONOR DESIGNATED PURPOSE OF THE CONTRIBUTION: INSTRUCTIONAL AND RESEARCH PROGRAMS; OTHER FACULTY SUPPORT.

    Expenses $28,610,149 · Grants $28,610,149

  • FUNDS ARE DISBURSED FROM RESTRICTED CONTRIBUTIONS TO THE UNIVERSITY OF OREGON AT THE REQUEST OF AUTHORIZED UNIVERSITY OFFICIALS FOR THE DONOR-DESIGNATED PURPOSE OF THE CONTRIBUTION: STUDENT AID; ACADEMIC MERIT AND NEEDS SCHOLARSHIPS; STUDENT ATHLETIC SCHOLARSHIPS; STUDENT LOANS AND WAGES.

    Expenses $19,902,768 · Grants $19,902,768

  • FUNDS ARE DISBURSED FROM RESTRICTED CONTRIBUTIONS TO THE UNIVERSITY OF OREGON AT THE REQUEST OF AN AUTHORIZED UNIVERSITY OFFICIAL FOR THE DONOR DESIGNATED PURPOSE OF THE CONTRIBUTION: OTHER UNIVERSITY SUPPORT; SUPPLIES AND OPERATING EXPENSES, AND PERSONNEL RELATED EXPENSES.

    Expenses $21,933,227 · Grants $21,933,227

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

Listed in Part VII

  • Allen Parker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bob Komin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bob Poletti

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bryan Wolf

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Corey Dubrowa

    TRUSTEE (AS OF 7/1/22)

    Total calculated
    $0
    Hours/week
    1

  • David Haslip

    TRUSTEE (AS OF 7/1/22)

    Total calculated
    $0
    Hours/week
    1

  • Derek Jernstedt

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Derrick Deadwiler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Desmond Lynch

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Fred Poust

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Greg Bell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Beaver

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Joan Siegel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • John Harrison

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Julie Schlendorf

    SECRETARY & TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Julie Stott

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ken Singer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Lisa Vance

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Merritt Richardson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Monique Sanvitale

    TRUSTEE (AS OF 7/1/22)

    Total calculated
    $0
    Hours/week
    1

  • Renee James

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ron Sauer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Sue Fuller

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Susan Stevens

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Tonya Dressel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kelly Bosch

    CHIEF FINANCIAL OFFICER

    Total calculated
    $376,850
    From this org
    $317,846
    From related orgs
    $0
    Other
    $59,004
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $306,020
    Bonus
    $0
    Other
    $11,826
    Deferred
    $55,876
    Nontaxable benefits
    $3,128
    Filer's total
    $376,850

  • Ronald Weinhold

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $730,800
    From this org
    $642,673
    From related orgs
    $0
    Other
    $88,127
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $642,361
    Bonus
    $0
    Other
    $312
    Deferred
    $55,876
    Nontaxable benefits
    $32,251
    Filer's total
    $730,800

  • Brian Ikei

    VP TECHNOLOGY SERVICES

    Total calculated
    $214,093
    From this org
    $163,059
    From related orgs
    $0
    Other
    $51,034
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,059
    Bonus
    $0
    Other
    $0
    Deferred
    $22,069
    Nontaxable benefits
    $28,965
    Filer's total
    $214,093

  • Cheryl Minick

    VP OF PEOPLE SERVICES

    Total calculated
    $198,230
    From this org
    $155,817
    From related orgs
    $0
    Other
    $42,413
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,817
    Bonus
    $0
    Other
    $0
    Deferred
    $28,854
    Nontaxable benefits
    $13,559
    Filer's total
    $198,230

  • Clint McNutt

    DATA ENGINEER

    Total calculated
    $152,340
    From this org
    $119,030
    From related orgs
    $0
    Other
    $33,310
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $119,030
    Bonus
    $0
    Other
    $0
    Deferred
    $22,216
    Nontaxable benefits
    $11,094
    Filer's total
    $152,340

  • John Callahan

    DIRECTOR OF TECHNOLOGY

    Total calculated
    $190,894
    From this org
    $150,462
    From related orgs
    $0
    Other
    $40,432
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,462
    Bonus
    $0
    Other
    $0
    Deferred
    $28,156
    Nontaxable benefits
    $12,276
    Filer's total
    $190,894

  • Robert Erick

    FINANCIAL TECHNOLOGIST

    Total calculated
    $157,700
    From this org
    $106,737
    From related orgs
    $0
    Other
    $50,963
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $106,737
    Bonus
    $0
    Other
    $0
    Deferred
    $20,362
    Nontaxable benefits
    $30,601
    Filer's total
    $157,700

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

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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

  • UNIVERSITY OF OREGON

    $53,273,441

    ACADEMIC FACILITIES AND EQUIPMENT AND NONACADEMIC FACILITIES AND EQUIPMENT

  • UNIVERSITY OF OREGON

    $28,610,149

    INSTRUCTIONAL AND RESEARCH PROGRAMS AND OTHER FACULTY SUPPORT

  • UNIVERSITY OF OREGON

    $21,933,227

    UNIVERSITY SUPPORT, SUPPLIES AND OPERATING EXPENSES AND PERSONNEL EXPENSES

  • UNIVERSITY OF OREGON

    $19,902,768

    STUDENT AID, ACADEMIC MERIT AND NEEDS SCHOLARSHIPS, STUDENT ATHLETIC SCHOLARSHIPS

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.

  • HAYWARD FIELD ENHANCEMENT LLC

    FACILITIATE RENOVATION AND EXPANSION OF HAYWARD FIELD · OR · income $96,327 · assets $6,691,941

    Directly controlled by UNIVERSIY OF OREGON FOUNDATION

  • OFX WHITE STAG LLC

    ACQUIRE WHITE STAG BUILDING IN PORTLAND AND TRANSFER OWNERSHIP TO THE UO · OR · income $1,731,962 · assets $36,667,112

    Directly controlled by UNIVERSIY OF OREGON FOUNDATION

  • OREGON FUTURE EXPANSION III LLC

    ACQUIRE CERTAIN REAL PROPERTY INTENDED FOR USE BY THE UO · OR · income $1,655,370 · assets $8,711,688

    Directly controlled by UNIVERSIY OF OREGON FOUNDATION

  • OREGON FUTURE EXPANSION MILLRACE LLC

    ACQUIRE CERTAIN REAL PROPERTY INTENDED FOR USE BY THE UO · OR · income $785,894 · assets $18,203,468

    Directly controlled by UNIVERSIY OF OREGON FOUNDATION

  • OREGON FUTURE EXPANSION PK LLC

    FACILITATE FUNDING FOR THE EXPANSION OF THE UO BASEBALL FACILITIES · OR · assets $5,903,823

    Directly controlled by UNIVERSIY OF OREGON FOUNDATION

  • OREGON GOLF PRACTICE FACILITY LLC

    SUPPORT CONST. OF GOLF PRACTICE FAC. · OR · assets $1,175,550

    Directly controlled by UNIVERSIY OF OREGON FOUNDATION

  • PHIT LLC

    EXPEDITE RENOVATION AND CONTRUCTION OF FACILITIES FOR THE UO · OR · income $122,764 · assets $4,029,211

    Directly controlled by UNIVERSIY OF OREGON FOUNDATION

  • PHIT TOO LLC

    ACQUIRE CERTAIN REAL PROPERTY INTENDED FOR USE BY THE UO · OR · income $1,836,341 · assets $3,533,838

    Directly controlled by UNIVERSIY OF OREGON FOUNDATION

  • T3 LLC

    FACILITATE INVESTMENTS FOR THE BENEFIT OF AND TO SUPPORT THE UO · OR · income $2,748,022 · assets $92,304,672

    Directly controlled by UNIVERSIY OF OREGON FOUNDATION

  • OREGON FUTURE EXPANSION IV LLC

    FACILITATE FUTURE OPERATIONAL PROGRAMS FOR UNIVERSITY ATHLETICS · OR · assets $877,775

    Directly controlled by UNIVERSIY OF OREGON FOUNDATION

  • LAUNCH OREGON

    FACILITATE SUPPORT OF THE COMMERCIALIZATION OF UNIVERSITY RESEARCH · OR · assets $3,000,000

    Directly controlled by UNIVERSIY OF OREGON FOUNDATION

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER ANNUITY TRUSTS (3)

    ANNUITY TRUST · OR

    Directly controlled by UNIVERSITY OF OREGON FOUNDATION

  • CHARITABLE REMAINDER UNITRUSTS (109)

    REMAINDER TRUST · OR

    Directly controlled by UNIVERSITY OF OREGON FOUNDATION

  • PERPETUAL INCOME TRUST (12)

    PERPETUAL INCOME TRUST · OR

    Directly controlled by UNIVERSITY OF OREGON FOUNDATION

Provenance

Return type
form_990
Tax year
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202431319349304388

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