SOUTHERN OREGON UNIVERSITY FOUNDATION (EIN 237030910) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1959

Legal Domicile

Principal Officer

JANET FRATELLA

Phone

5415526129

Tax Period

2022-07-01 to 2023-06-30

SOUTHERN OREGON UNIVERSITY FOUNDATION, founded in 1959, is a mid-sized nonprofit in the Education sector that reported $16.0M in total revenue in fiscal year 2022. Revenue surged 82% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10.3M, a strong 64% operating margin.

Mission

THE SOUTHERN OREGON UNIVERSITY FOUNDATION WAS ESTABLISHED TO SUPPORT AND PROMOTE THE EDUCATIONAL, SCIENTIFIC AND CHARITABLE ACTIVITIES OF THE SOUTHERN OREGON UNIVERSITY AND PROGRAMS AND ACTIVITIES OCCURRING ON ITS CAMPUSES OR IN ITS FACILITIES OR UNDERTAKEN BY IT IN COORDINATION WITH OTHER EDUCATIONAL, SCIENTIFIC, OR CHARITABLE INSTITUTIONS. SUPPORTING AND PROMOTING INCLUDES ACTIVITIES TO SOLICIT, ACQUIRE, RECEIVE, OWN, MANAGE, INVEST, AND DISPOSE OF ANY REAL AND PERSONAL PROPERTY FOR THE BENEFIT OF SOUTHERN OREGON UNIVERSITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $13,832,145

Program Service Revenue $0

Investment Income $2,149,606

Other Revenue $55,850

TOTAL REVENUE $16,037,601

Expense Breakdown

Grants Paid $1,524,579

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,693,472

Other Expenses $4,218,605

TOTAL EXPENSES $5,743,184

Year-over-Year Comparison

	2022	2021	Change
Revenue	$16,037,601	$8,833,338	+0.8%
Expenses	$5,743,184	$3,843,495	+0.5%
Net Income	$10,294,417	$4,989,843	+1.1%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$325,068

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANET FRATELLA	EXECUTIVE DI	40.00	Officer	$0	$31,313	$228,491
ANDREW GAST	PAST DIR. OF	40.00	Officer	$0	$0	$96,577
CORINA RAMPOLA	DIRECTOR OF	40.00	Officer	$0	$0	$0
JIM TEECE	PRESIDENT	1.00	Officer Director	$0	$0	$0
GENE PELHAM	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
SUE COLLINS	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID WRIGHT	TREASURER	1.00	Officer Director	$0	$0	$0
SUE KUPILLAS	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
TED ADAMS	TRUSTEE	1.00	Director	$0	$0	$0
PAT ALEXANDER	AFFILIATE TR	1.00	Director	$0	$0	$0
LAZ AYALA	TRUSTEE	1.00	Director	$0	$0	$0
MARC BAYLISS	TRUSTEE	1.00	Director	$0	$0	$0
SOPHIA BOGLE	AFFILIATE TR	1.00	Director	$0	$0	$0
KELLY COATES	TRUSTEE	1.00	Director	$0	$0	$0
JEFF CUTLER	TRUSTEE	1.00	Director	$0	$0	$0
SID DEBOER	TRUSTEE	1.00	Director	$0	$0	$0
DAN DECENA	TRUSTEE	1.00	Director	$0	$0	$0
ART DIEDERICH	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTINE DONCHIN	TRUSTEE	1.00	Director	$0	$0	$0
BREE ERB	TRUSTEE	1.00	Director	$0	$0	$0
PEG EVANS	TRUSTEE	1.00	Director	$0	$0	$0
SANDY FRIEND	TRUSTEE	1.00	Director	$0	$0	$0
BETSY GENTRY	AFFILIATE TR	1.00	Director	$0	$0	$0
GREG KOENIG	TRUSTEE	1.00	Director	$0	$0	$0
ARMANDO LOPEZ	TRUSTEE	1.00	Director	$0	$0	$0
SHERI LOYA	AFFILIATE TR	1.00	Director	$0	$0	$0
BLAIR MOODY	TRUSTEE	1.00	Director	$0	$0	$0
DOUG MORSE	TRUSTEE	1.00	Director	$0	$0	$0
FRED MOSSLER	TRUSTEE	1.00	Director	$0	$0	$0
GREG ROE	TRUSTEE	1.00	Director	$0	$0	$0
LORE RUTZ-BURRI	TRUSTEE	1.00	Director	$0	$0	$0
ERNEST SCALBERG	TRUSTEE	1.00	Director	$0	$0	$0
DAVID STORK	TRUSTEE	1.00	Director	$0	$0	$0
DAN THORNDIKE	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA TYLER	TRUSTEE	1.00	Director	$0	$0	$0
RYAN WINES	TRUSTEE	1.00	Director	$0	$0	$0
RON WORLAND	TRUSTEE	1.00	Director	$0	$0	$0
RICK YOUNG	TRUSTEE	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$16,037,601	$5,743,184	$51,636,312	$10,294,417
2022	$8,833,338	$3,843,495	$40,553,938	$4,989,843
2021	$5,034,083	$3,219,741	$42,053,103	$1,814,342
2020	$4,227,702	$3,749,128	$33,073,601	$478,574
2019	$5,571,859	$3,612,258	$33,990,469	$1,959,601
2018	$4,173,240	$2,401,751	$32,806,714	$1,771,489

SOUTHERN OREGON UNIVERSITY FOUNDATION