U OF O FOUNDATION SUPPORTING ORGANIZATION (EIN 461574842) - 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

2012

Legal Domicile

Principal Officer

R PAUL WEINHOLD

Phone

5413020300

Tax Period

2022-07-01 to 2023-06-30

U OF O FOUNDATION SUPPORTING ORGANIZATION, founded in 2012, is a community nonprofit in the Education sector that reported $5.3M in total revenue in fiscal year 2022. Revenue fell 90% from the prior year — a significant decline worth monitoring. Expenses of $28.7M exceeded revenue, resulting in a 436% operating deficit.

Mission

ASSIST UNIVERSITY OF OREGON FOUNDATION IN ITS ACTIVITIES TO SUPPORT THE UNIVERSITY OF OREGON.

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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 $4,109,095

Program Service Revenue $0

Investment Income $1,234,902

Other Revenue $0

TOTAL REVENUE $5,343,997

Expense Breakdown

Grants Paid $27,658,182

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,658,182

Other Expenses $1,003,278

TOTAL EXPENSES $28,661,460

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,343,997	$55,175,960	-0.9%
Expenses	$28,661,460	$24,549,449	+0.2%
Net Income	$-23,317,463	$30,626,511	-1.8%

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

$1,107,650

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOAN SIEGEL	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
SUSAN STEVENS	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
BOB KOMIN	BOARD CHAIR ELECT (AS OF 7/1/22)	1.00	Officer Director	$0	$0	$0
JEFFREY BEAVER	SECRETARY/TREASURER (AS OF 7/1/22)	1.00	Officer Director	$0	$0	$0
RONALD WEINHOLD	PRESIDENT/UOF CEO	4.00	Officer	$0	$88,127	$730,800
KELLY BOSCH	UOF CFO	4.00	Officer	$0	$59,004	$376,850

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	$5,343,997	$28,661,460	$405,821,014	$-23,317,463
2022	$55,175,960	$24,549,449	$424,261,272	$30,626,511
2021	$33,595,955	$37,898,636	$394,248,848	$-4,302,681
2020	$198,670,447	$280,711,226	$386,275,368	$-82,040,779
2019	$158,509,889	$215,880,783	$468,508,040	$-57,370,894
2018	$29,207,627	$27,188,626	$526,849,209	$2,019,001

U OF O FOUNDATION SUPPORTING ORGANIZATION