2023-03-24T18:19:37-05:00 2022-06-30 930874157 GROVE MUELLER & SWANK PC 475 COTTAGE STREET NE SUITE 200 SALEM OR 97301 990 2021-07-01 936033807 WESTERN OREGON UNIVERSITY DEVELOPMENT FOUNDATION WEST 5038388281 345 N MONMOUTH AVE MONMOUTH OR 97361 CARA GROSHONG INTERIM DIRECTOR 5038388148 2023-03-21 1 CARA GROSHONG 999009999 DEVAN W ESCH CPA P00150623 5035817788 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z CARA GROSHONG 345 N MONMOUTH AVE MONMOUTH OR 97361 7281240 0 X WWW.WOU.EDU/FOUNDATION X 1965 OR 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 23 23 0 168 0 0 1507448 2175309 5795 107398 1318866 1674912 16846 86452 2848955 4044071 1475231 1464600 0 0 0 0 0 0 185216 404164 815681 1879395 2280281 969560 1763790 26639211 24366493 968895 750476 25670316 23616017 X 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. 0 0 1004501 1004501 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. 460099 460099 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. 358462 107398 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. 1823062 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 26 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OR X X THE ORGANIZATION 5038388281 345 N MONMOUTH AVENUE MONMOUTH OR 97361 CORI FRAUENDIENER PAST CHAIR 1.00 X X 0 0 0 MIKE MORGAN CHAIR 1.00 X X 0 0 0 PAT STINEFF SECRETARY 1.00 X X 0 0 0 MARK HUMPHREYS TREASURER 1.00 X X 0 0 0 KELLY ATKINSON VICE CHAIR 1.00 X X 0 0 0 GAYLE CALDARAZZO TRUSTEE (THROUGH JUNE 2022) 1.00 X 0 0 0 JUDITH CORWIN TRUSTEE 1.00 X 0 0 0 TONY CRAWFORD TRUSTEE 1.00 X 0 0 0 VONNIE GOOD TRUSTEE (THROUGH JUNE 2022) 1.00 X 0 0 0 SCOTT HAMERSLY TRUSTEE (THROUGH SEPT 2021) 1.00 X 0 0 0 BILL HANSEN TRUSTEE (THROUGH JUNE 2022) 1.00 X 0 0 0 MADISON KNOX TRUSTEE 1.00 X 0 0 0 CRISTIAN MENDEZ-GARCIA TRUSTEE 1.00 X 0 0 0 CARLENE NEAL TRUSTEE 1.00 X 0 0 0 BETTY PATACCOLI TRUSTEE 1.00 X 0 0 0 VICTORIA SCHOLERMAN TRUSTEE (THROUGH JUNE 2022) 1.00 X 0 0 0 DR PATRICIA FLATT TRUSTEE 1.00 X 0 0 0 KEVIN ALEJANDREZ TRUSTEE 1.00 X 0 0 0 CHESTER ANONSON TRUSTEE 1.00 X 0 0 0 BETSY MESSER TRUSTEE 1.00 X 0 0 0 SONJA FENTON TRUSTEE 1.00 X 0 0 0 GORDON TAYLOR TRUSTEE 1.00 X 0 0 0 DOUG LADD TRUSTEE 1.00 X 0 0 0 TINA FUCHS TRUSTEE 1.00 X 0 0 0 REX FULLER PRESIDENT, WOU (THROUGH SEPT 2021) 1.00 40.00 X 0 194008 36588 ERIN MCDONOUGH EXECUTIVE DIRECTOR (THROUGH DEC 2021) 16.00 24.00 X 0 113783 28524 CARA GROSHONG INTERIM DIRECTOR (BEGINNING 4/1/22) 16.00 24.00 X 0 0 0 JAY KENTON PRESIDENT, WOU 1.00 40.00 X 0 145448 36746 0 453239 101858 0 0 1 0 COMMUNITY COUNSELING SERVICE CO LLC PO BOX 824885 PHILADELPHIA PA 19182 CAMPAIGN CONSULTING SERVICES 167349 1 82256 168985 1924068 190574 2175309 PROGRAMS AND TRIP INCOME 611710 107398 107398 107398 611446 611446 557 557 10000 3517 6483 6483 6483 4194483 3131017 1063466 1063466 1063466 64704 82256 95498 -30794 -30794 11316 610 10706 10706 106027 6527 99500 99500 4044071 107398 0 1761364 460099 460099 1004501 1004501 300 300 15750 15750 164338 164338 5031 5031 225098 119230 81222 24646 2757 2757 5088 5088 66467 59948 429 6090 112258 93180 19078 4477 3826 651 6802 246 6556 TAXES, FEES AND LICENSE 210432 75030 135402 TRIP REFUNDS 400 400 ALLOCATED TO RENTAL -3517 -3517 2280281 1823062 272003 185216 322125 385240 220498 221145 1877223 932286 31292 446005 520560 581337 450692 135122 130645 23588796 22071445 49442 53146 0 20734 26639211 24366493 30216 116650 938679 633826 968895 750476 X 4303177 5053335 21367139 18562682 25670316 23616017 26639211 24366493 X 1763790 -3818090 1 X 0 1 X 1 0 X 1174366 1173119 4560997 1507448 2175309 10591239 1174366 1173119 4560997 1507448 2175309 10591239 3082730 7508509 451097 529442 452404 469356 622003 2524302 16198 16198 13131739 788361 0.57180 0.54850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19807731 351803 -993658 1422102 336651 17407123 15322459 42354 6208332 1456418 308996 19807731 13471990 1437972 1182680 490408 279775 15322459 12358039 736241 1091591 480369 233512 13471990 11305570 916970 964507 480778 348230 12358039 0.14440 0.84420 0.01140 1 0 40000 40000 79579 79579 0 72224 18127 78755 11596 105351 48351 57000 17728 248328 244007 22049 130645 ANNUITIES PAYABLE 633826 633826 X 664871 -3818090 543935 106152 -3168003 3832874 164338 46859 211197 4044071 2719171 543935 106152 650087 2069084 164338 46859 211197 2280281 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. WOLVES AUCTION 67655 43720 23935 8861 3450 35032 SMITH FINE ARTS AUCTION 41736 25451 16285 2100 20268 3 36919 13085 23834 2827 3070 19890 146310 82256 64054 11688 8620 75190 95498 -31444 0 WESTERN OREGON UNIVERSITY 345 N MONMOUTH AVENUE MONMOUTH OR 97361 936001786 501(C)(1) 455421 4678 BOOK VALUE EQUIPMENT AND SUPPLIES, ARTWORK, FOOD FINANCIAL SUPPORT 1 SCHOLARSHIPS FOR STUDENTS ATTENDING WESTERN OREGON UNIVERSITY. 464 1004501 X 1 1 0 0 0 0 0 0 0 0 0 REX FULLER PRESIDENT, WOU (THROUGH SEPT 2021) 0 162008 0 0 0 31500 0 23400 0 13188 0 230096 0 0 JAY KENTON PRESIDENT, WOU 0 124448 0 0 0 21000 0 31101 0 5645 0 182194 0 0 X 10 6697 DONOR DETERMINED X 6057 DONOR DETERMINED X 7 143714 FMV AT DONATION DATE X 23 2102 DONOR DETERMINED X GIFT CERTIFICATES, OTHER 166 32004 DONOR DETERMINED 0 0 0 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. WESTERN OREGON UNIVERSITY 345 N MONMOUTH AVENUE MONMOUTH OR 97361 936001786 HIGHER EDUCATION OR 501(C)(1) 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 WESTERN OREGON UNIVERSITY B 460099 CASH AND MARKET VALUE