WESTERN OREGON UNIVERSITY DEVELOPMENT FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN OREGON UNIVERSITY DEVELOPMENT FOUNDATION (EIN 93-6033807)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-03-24
- IRS object ID
- 202300839349300740
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-24T18:19:37-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930874157 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROVE MUELLER & SWANK PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 COTTAGE STREET NE SUITE 200 | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936033807 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN OREGON UNIVERSITY DEVELOPMENT | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 5038388281 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 N MONMOUTH AVE | AddressLine1Txt |
| City | MONMOUTH | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97361 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARA GROSHONG | PersonNm |
| Person Title | INTERIM DIRECTOR | PersonTitleTxt |
| Phone | 5038388148 | PhoneNum |
| Signature | 2023-03-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CARA | PersonFirstNm |
| Person Last | GROSHONG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEVAN W ESCH CPA | PreparerPersonNm |
| PTIN | P00150623 | PTIN |
| Phone | 5035817788 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CARA GROSHONG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 N MONMOUTH AVE | AddressLine1Txt |
| City | MONMOUTH | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,281,240 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WOU.EDU/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or 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 | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 168 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,507,448 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,175,309 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,795 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $107,398 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,318,866 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,674,912 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,846 | PYOtherRevenueAmt |
| CY Other Revenue | $86,452 | CYOtherRevenueAmt |
| PY Total Revenue | $2,848,955 | PYTotalRevenueAmt |
| CY Total Revenue | $4,044,071 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,475,231 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,464,600 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $185,216 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $404,164 | PYOtherExpensesAmt |
| CY Other Expenses | $815,681 | CYOtherExpensesAmt |
| PY Total Expenses | $1,879,395 | PYTotalExpensesAmt |
| CY Total Expenses | $2,280,281 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $969,560 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,763,790 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,639,211 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,366,493 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $968,895 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $750,476 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,670,316 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,616,017 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,004,501 | ExpenseAmt |
| Grant | $1,004,501 | GrantAmt |
| Desc | 464 WOU STUDENTS RECEIVED A TOTAL OF $1,004,501 SCHOLARSHIPS, STUDENT AID AND STUDENT LOANS FOR THE CONTINUATION OF THEIR EDUCATION AND ADVANCEMENT TOWARD THE COMPLETION OF THEIR DEGREES. THE WOU FOUNDATION BOARD AND STAFF ACTIVELY ENGAGE IN GROWING OUR CAPACITY FOR SCHOLARSHIPS. IN ADDITION TO THE MANY ON-GOING CURRENT USE AND ENDOWED SCHOLARSHIPS, WE ACTIVELY ENGAGE DONORS TO CREATE NEW NAMED SCHOLARSHIPS, ENDOWMENTS OR GIVE TO THE GENERAL SCHOLARSHIP FUND. SCHOLARSHIPS PROVIDE THE OPPORTUNITY FOR STUDENTS TO LIVE MORE FULLY, EXPERIENCE MORE AND MAKE COLLEGE AFFORDABLE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $460,099 | ExpenseAmt |
| Grant | $460,099 | GrantAmt |
| Desc | THE FOUNDATION IS COMMITTED TO SERVE, SUPPORT AND STRENGTHEN WESTERN OREGON UNIVERSITY. THE GOALS AND OBJECTIVES OF THE FOUNDATION ARE TO ACCELERATE VOLUNTEER AND ALUMNI ENGAGEMENT TO PARTICIPATE IN MENTORING, FUNDRAISING AND OTHER ACTIVITIES TO SUPPORT 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 FIVE KEY AREAS: STUDENT SCHOLARSHIPS, INSTRUCTIONAL INNOVATION, FACILITIES AND FIELDS, REDUCING BARRIERS TO STUDENT SUCCESS, AND ENHANCING PROGRAMS THAT ENRICH THE STUDENT EXPERIENCE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $358,462 | ExpenseAmt |
| Revenue | $107,398 | RevenueAmt |
| Desc | THE FOUNDATION SPONSORS UNIVERSITY PROGRAMS AND ACTIVITIES THAT ASSIST STUDENTS IN THE PURSUIT OF CULTURAL, SCIENTIFIC, EDUCATIONAL, AND ATHLETIC PROGRAMS. IN SPRING 2022, DURING OUR ANNUAL GIVING DAY, ALUMNI, EMPLOYEES, FAMILY, AND COMMUNITY GAVE MORE THAN $298,000 TO SUPPORT ACTIVITIES ACROSS CAMPUS INCLUDING THE FUND FOR WOU, EMERGENCY STUDENT AID, WOU FOOD PANTRY, SCHOLARSHIPS, MODEL UNITED NATIONS, SMITH FINE ARTS SERIES, STONEWALL CENTER, VETERANS RESOURCE CENTER AND MORE. FUNDS RAISED DURING THIS IMPORTANT DAY AND THROUGHOUT THE YEAR, CONTINUE TO SUPPORT THE WOU FOUNDATION'S SMALL COMPETITIVE GRANT PROGRAM THAT HELPS CREATE INNOVATION AND ENRICH THE STUDENT EXPERIENCE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,823,062 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5038388281 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 N MONMOUTH AVENUE | AddressLine1Txt |
| City | MONMOUTH | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97361 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| CORI FRAUENDIENER | |||||||
| PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MIKE MORGAN | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PAT STINEFF | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARK HUMPHREYS | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KELLY ATKINSON | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GAYLE CALDARAZZO | |||||||
| TRUSTEE (THROUGH JUNE 2022) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH CORWIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY CRAWFORD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VONNIE GOOD | |||||||
| TRUSTEE (THROUGH JUNE 2022) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT HAMERSLY | |||||||
| TRUSTEE (THROUGH SEPT 2021) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL HANSEN | |||||||
| TRUSTEE (THROUGH JUNE 2022) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MADISON KNOX | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CRISTIAN MENDEZ-GARCIA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARLENE NEAL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BETTY PATACCOLI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VICTORIA SCHOLERMAN | |||||||
| TRUSTEE (THROUGH JUNE 2022) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR PATRICIA FLATT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN ALEJANDREZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHESTER ANONSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BETSY MESSER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SONJA FENTON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GORDON TAYLOR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUG LADD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TINA FUCHS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REX FULLER | |||||||
| PRESIDENT, WOU (THROUGH SEPT 2021) | 1.00 | Yes (X) | $0 | $194,008 | $36,588 | 40.00 | |
| ERIN MCDONOUGH | |||||||
| EXECUTIVE DIRECTOR (THROUGH DEC 2021) | 16.00 | Yes (X) | $0 | $113,783 | $28,524 | 24.00 | |
| CARA GROSHONG | |||||||
| INTERIM DIRECTOR (BEGINNING 4/1/22) | 16.00 | Yes (X) | $0 | $0 | $0 | 24.00 | |
| JAY KENTON | |||||||
| PRESIDENT, WOU | 1.00 | Yes (X) | $0 | $145,448 | $36,746 | 40.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $453,239 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $101,858 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY COUNSELING SERVICE CO LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 824885 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19182 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CAMPAIGN CONSULTING SERVICES | ServicesDesc |
| Compensation | $167,349 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $82,256 | FundraisingAmt |
| Government Grants | $168,985 | GovernmentGrantsAmt |
| All Other Contributions | $1,924,068 | AllOtherContributionsAmt |
| Noncash Contributions | $190,574 | NoncashContributionsAmt |
| Total Contributions | $2,175,309 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAMS AND TRIP INCOME | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $107,398 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $107,398 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $107,398 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $611,446 | TotalRevenueColumnAmt |
| Exclusion | $611,446 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $557 | TotalRevenueColumnAmt |
| Exclusion | $557 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $10,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,517 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,483 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,483 | TotalRevenueColumnAmt |
| Exclusion | $6,483 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,194,483 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,131,017 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,063,466 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,063,466 | TotalRevenueColumnAmt |
| Exclusion | $1,063,466 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $64,704 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $82,256 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $95,498 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$30,794 | TotalRevenueColumnAmt |
| Exclusion | -$30,794 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $11,316 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $610 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,706 | TotalRevenueColumnAmt |
| Exclusion | $10,706 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $106,027 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $6,527 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,500 | TotalRevenueColumnAmt |
| Exclusion | $99,500 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,044,071 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $107,398 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,761,364 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,099 | TotalAmt |
| Program Services | $460,099 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,004,501 | TotalAmt |
| Program Services | $1,004,501 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300 | TotalAmt |
| Management And General | $300 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,750 | TotalAmt |
| Management And General | $15,750 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,338 | TotalAmt |
| Management And General | $164,338 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,031 | TotalAmt |
| Program Services | $5,031 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,098 | TotalAmt |
| Program Services | $119,230 | ProgramServicesAmt |
| Management And General | $81,222 | ManagementAndGeneralAmt |
| Fundraising | $24,646 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,757 | TotalAmt |
| Management And General | $2,757 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,088 | TotalAmt |
| Program Services | $5,088 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,467 | TotalAmt |
| Program Services | $59,948 | ProgramServicesAmt |
| Management And General | $429 | ManagementAndGeneralAmt |
| Fundraising | $6,090 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,258 | TotalAmt |
| Program Services | $93,180 | ProgramServicesAmt |
| Fundraising | $19,078 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,477 | TotalAmt |
| Program Services | $3,826 | ProgramServicesAmt |
| Management And General | $651 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,802 | TotalAmt |
| Program Services | $246 | ProgramServicesAmt |
| Management And General | $6,556 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| TAXES, FEES AND LICENSE | $210,432 | $75,030 | $135,402 |
| TRIP REFUNDS | $400 | $400 | |
| ALLOCATED TO RENTAL | -$3,517 | -$3,517 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,280,281 | TotalAmt |
| Program Services | $1,823,062 | ProgramServicesAmt |
| Management And General | $272,003 | ManagementAndGeneralAmt |
| Fundraising | $185,216 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $322,125 | BOYAmt |
| EOY | $385,240 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,498 | BOYAmt |
| EOY | $221,145 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,877,223 | BOYAmt |
| EOY | $932,286 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $31,292 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $446,005 | BOYAmt |
| EOY | $520,560 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $581,337 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $450,692 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,122 | BOYAmt |
| EOY | $130,645 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,588,796 | BOYAmt |
| EOY | $22,071,445 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,442 | BOYAmt |
| EOY | $53,146 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $20,734 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,639,211 | BOYAmt |
| EOY | $24,366,493 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,216 | BOYAmt |
| EOY | $116,650 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $938,679 | BOYAmt |
| EOY | $633,826 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $968,895 | BOYAmt |
| EOY | $750,476 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,303,177 | BOYAmt |
| EOY | $5,053,335 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,367,139 | BOYAmt |
| EOY | $18,562,682 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,670,316 | BOYAmt |
| EOY | $23,616,017 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,639,211 | BOYAmt |
| EOY | $24,366,493 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,763,790 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,818,090 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,174,366 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,173,119 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,560,997 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,507,448 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,175,309 | CurrentTaxYearAmt |
| Total | $10,591,239 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,174,366 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,173,119 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,560,997 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,507,448 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,175,309 | CurrentTaxYearAmt |
| Total | $10,591,239 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,082,730 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,508,509 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $451,097 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $529,442 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $452,404 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $469,356 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $622,003 | CurrentTaxYearAmt |
| Total | $2,524,302 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $16,198 | CurrentTaxYearMinus3YearsAmt |
| Total | $16,198 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,131,739 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $788,361 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.57180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.54850 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,807,731 | BeginningYearBalanceAmt |
| Contributions | $351,803 | ContributionsAmt |
| Investment Earnings Or Losses | -$993,658 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,422,102 | OtherExpendituresAmt |
| Administrative Expenses | $336,651 | AdministrativeExpensesAmt |
| End Year Balance | $17,407,123 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,322,459 | BeginningYearBalanceAmt |
| Contributions | $42,354 | ContributionsAmt |
| Investment Earnings Or Losses | $6,208,332 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,456,418 | OtherExpendituresAmt |
| Administrative Expenses | $308,996 | AdministrativeExpensesAmt |
| End Year Balance | $19,807,731 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,471,990 | BeginningYearBalanceAmt |
| Contributions | $1,437,972 | ContributionsAmt |
| Investment Earnings Or Losses | $1,182,680 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $490,408 | OtherExpendituresAmt |
| Administrative Expenses | $279,775 | AdministrativeExpensesAmt |
| End Year Balance | $15,322,459 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,358,039 | BeginningYearBalanceAmt |
| Contributions | $736,241 | ContributionsAmt |
| Investment Earnings Or Losses | $1,091,591 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $480,369 | OtherExpendituresAmt |
| Administrative Expenses | $233,512 | AdministrativeExpensesAmt |
| End Year Balance | $13,471,990 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,305,570 | BeginningYearBalanceAmt |
| Contributions | $916,970 | ContributionsAmt |
| Investment Earnings Or Losses | $964,507 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $480,778 | OtherExpendituresAmt |
| Administrative Expenses | $348,230 | AdministrativeExpensesAmt |
| End Year Balance | $12,358,039 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.14440 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.84420 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01140 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $40,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $40,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $79,579 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $79,579 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $72,224 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $18,127 | OtherCostOrOtherBasisAmt |
| Depreciation | $78,755 | DepreciationAmt |
| Book Value | $11,596 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $105,351 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,351 | DepreciationAmt |
| Book Value | $57,000 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $17,728 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $248,328 | OtherCostOrOtherBasisAmt |
| Depreciation | $244,007 | DepreciationAmt |
| Book Value | $22,049 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $130,645 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITIES PAYABLE | Desc |
| Amt | $633,826 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $633,826 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $664,871 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,818,090 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $543,935 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $106,152 | OtherRevenueAmt |
| Revenue Not Reported | -$3,168,003 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,832,874 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $164,338 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $46,859 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $211,197 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,044,071 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,719,171 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $543,935 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $106,152 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $650,087 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,069,084 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $164,338 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $46,859 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $211,197 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,280,281 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS ARE ESTABLISHED BY DONOR INTENT, BUT MUST BE USED FOR ANY PURPOSE WHICH ADVANCES THE MISSION OF WESTERN OREGON UNIVERSITY. THIS INCLUDES, BUT IS NOT LIMITED TO, PURPOSES SUCH AS SCHOLARSHIPS, PROGRAM SUPPORT, LECTURESHIPS, PROFESSORSHIPS, FELLOWSHIPS, OR GENERAL UNIVERSITY SUPPORT. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX IN ACCORDANCE WITH THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). ANY UNRELATED BUSINESS INCOME TAX IS INSIGNIFICANT, AND NO TAX PROVISION HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. CONTRIBUTIONS TO THE FOUNDATION QUALIFY FOR THE CHARITABLE CONTRIBUTION TAX DEDUCTION UNDER SECTION 170(B)(1)(A)(VI); THE FOUNDATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. THE FOUNDATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE FOUNDATION HAS NO UNRECOGNIZED TAX BENEFITS WHICH WOULD REQUIRE AN ADJUSTMENT TO THE JULY 1, 2021 BEGINNING BALANCE OF NET ASSETS AND HAD NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2022. THE FOUNDATION FILES AN EXEMPT ORGANIZATION TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND APPLICABLE STATE AGENCIES. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2019 FOR ITS FEDERAL AND STATE FILINGS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 6,527. SPECIAL EVENTS EXPENSES 95,498. RENTAL EXPENSES 3,517. GAMING EXPENSES 610. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | NONCASH DONATIONS 46,859. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 6,527. SPECIAL EVENTS EXPENSES 95,498. RENTAL EXPENSES 3,517. GAMING EXPENSES 610. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | NONCASH DONATIONS 46,859. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WOLVES AUCTION | Event1Nm |
| Gross Receipts Event1 | $67,655 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $43,720 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $23,935 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $8,861 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,450 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $35,032 | OtherDirectExpensesEvent1Amt |
| Event2 | SMITH FINE ARTS AUCTION | Event2Nm |
| Gross Receipts Event2 | $41,736 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $25,451 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $16,285 | GrossRevenueEvent2Amt |
| Entertainment Event2 | $2,100 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $20,268 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $36,919 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $13,085 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $23,834 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $2,827 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $3,070 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $19,890 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $146,310 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $82,256 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $64,054 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $11,688 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $8,620 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $75,190 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $95,498 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$31,444 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN OREGON UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 N MONMOUTH AVENUE | AddressLine1Txt |
| City | MONMOUTH | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 936001786 | RecipientEIN |
| IRC Section | 501(C)(1) | IRCSectionDesc |
| Cash Grant | $455,421 | CashGrantAmt |
| Non Cash Assistance | $4,678 | NonCashAssistanceAmt |
| Valuation Method Used | BOOK VALUE | ValuationMethodUsedDesc |
| Non Cash Assistance | EQUIPMENT AND SUPPLIES, ARTWORK, FOOD | NonCashAssistanceDesc |
| Purpose Of Grant | FINANCIAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR STUDENTS ATTENDING WESTERN OREGON UNIVERSITY. | GrantTypeTxt |
| Recipient | 464 | RecipientCnt |
| Cash Grant | $1,004,501 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| REX FULLER | ||||||||||||||
| PRESIDENT, WOU (THROUGH SEPT 2021) | $0 | $162,008 | $0 | $0 | $0 | $31,500 | $0 | $23,400 | $0 | $13,188 | $0 | $230,096 | $0 | $0 |
| JAY KENTON | ||||||||||||||
| PRESIDENT, WOU | $0 | $124,448 | $0 | $0 | $0 | $21,000 | $0 | $31,101 | $0 | $5,645 | $0 | $182,194 | $0 | $0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,697 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR DETERMINED | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $6,057 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR DETERMINED | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $143,714 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV AT DONATION DATE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 23 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,102 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR DETERMINED | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | GIFT CERTIFICATES, OTHER | Desc |
| Contribution | 166 | ContributionCnt |
| Noncash Contributions Rpt F990 | $32,004 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR DETERMINED | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED IN DETAIL, FIRST BY WOU FOUNDATION STAFF, THEN AGAIN BY THE BOARD OF TRUSTEES FINANCE & PLANNED GIVING COMMITTEE. IT IS THEN RECOMMENDED FOR APPROVAL TO THE BOARD OF TRUSTEES AT THIR NEXT REGULARLY SCHEDULED MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION COMMUNICATES THE CONFLICT OF INTEREST POLICY TO EACH TRUSTEE, DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS AT THE TIME OF ITS ADOPTION AND AT LEAST ANNUALLY DURING THE SEPTEMBER BOARD MEETING THEREAFTER. EACH TRUSTEE, DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF ANY COMMITTEE SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE ON SITE AT THE FOUNDATION AND UPON REQUEST TO THE PUBLIC VIA VERBAL, WRITTEN OR ELECTRONIC COMMUNICATION. GOVERNING DOCUMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | AUDIT ROUNDING 1. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN OREGON UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 N MONMOUTH AVENUE | AddressLine1Txt |
| City | MONMOUTH | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936001786 | EIN |
| Primary Activities | HIGHER EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(1) | ExemptCodeSectionTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN OREGON UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $460,099 | InvolvedAmt |
| Method Of Amount Determination | CASH AND MARKET VALUE | MethodOfAmountDeterminationTxt |