UNIVERSITY OF OREGON FOUNDATION (EIN 936015767) - 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

1951

Legal Domicile

Principal Officer

KELLY BOSCH

Phone

5413020300

Tax Period

2022-07-01 to 2023-06-30

UNIVERSITY OF OREGON FOUNDATION, founded in 1951, is a major nonprofit in the Education sector that reported $191.0M in total revenue in fiscal year 2022. Revenue fell 56% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $34.8M, a strong 18% operating margin.

Mission

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.

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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 $178,771,243

Program Service Revenue $0

Investment Income $8,208,662

Other Revenue $3,978,867

TOTAL REVENUE $190,958,772

Expense Breakdown

Grants Paid $123,719,585

Salaries & Benefits $5,213,835

Fundraising Expenses $14,426,018

Program Expenses $123,719,585

Other Expenses $27,180,091

TOTAL EXPENSES $156,113,511

Year-over-Year Comparison

	2022	2021	Change
Revenue	$190,958,772	$431,511,478	-0.6%
Expenses	$156,113,511	$193,390,588	-0.2%
Net Income	$34,845,261	$238,120,890	-0.9%

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

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
ALLEN PARKER	TRUSTEE	1.00	Director	$0	$0	$0
BOB KOMIN	TRUSTEE	1.00	Director	$0	$0	$0
BOB POLETTI	TRUSTEE	1.00	Director	$0	$0	$0
BRYAN WOLF	TRUSTEE	1.00	Director	$0	$0	$0
COREY DUBROWA	TRUSTEE (AS OF 7/1/22)	1.00	Director	$0	$0	$0
DAVID HASLIP	TRUSTEE (AS OF 7/1/22)	1.00	Director	$0	$0	$0
DEREK JERNSTEDT	TRUSTEE	1.00	Director	$0	$0	$0
DERRICK DEADWILER	TRUSTEE	1.00	Director	$0	$0	$0
DESMOND LYNCH	TRUSTEE	1.00	Director	$0	$0	$0
FRED POUST	TRUSTEE	1.00	Director	$0	$0	$0
GREG BELL	TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY BEAVER	TRUSTEE	1.00	Director	$0	$0	$0
JOAN SIEGEL	TRUSTEE	1.00	Director	$0	$0	$0
JOHN HARRISON	TRUSTEE	1.00	Director	$0	$0	$0
JULIE SCHLENDORF	SECRETARY & TREASURER	1.00	Officer Director	$0	$0	$0
JULIE STOTT	TRUSTEE	1.00	Director	$0	$0	$0
KEN SINGER	TRUSTEE	1.00	Director	$0	$0	$0
LISA VANCE	TRUSTEE	1.00	Director	$0	$0	$0
MERRITT RICHARDSON	TRUSTEE	1.00	Director	$0	$0	$0
MONIQUE SANVITALE	TRUSTEE (AS OF 7/1/22)	1.00	Director	$0	$0	$0
RENEE JAMES	TRUSTEE	1.00	Director	$0	$0	$0
RON SAUER	TRUSTEE	1.00	Director	$0	$0	$0
SUE FULLER	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN STEVENS	CHAIR	1.00	Officer Director	$0	$0	$0
TONYA DRESSEL	TRUSTEE	1.00	Director	$0	$0	$0
KELLY BOSCH	CHIEF FINANCIAL OFFICER	40.00	Officer	$317,846	$59,004	$376,850
RONALD WEINHOLD	CHIEF EXECUTIVE OFFICER	40.00	Officer	$642,673	$88,127	$730,800
BRIAN IKEI	VP TECHNOLOGY SERVICES	40.00	Highest	$163,059	$51,034	$214,093
CHERYL MINICK	VP OF PEOPLE SERVICES	40.00	Highest	$155,817	$42,413	$198,230
CLINT MCNUTT	DATA ENGINEER	40.00	Highest	$119,030	$33,310	$152,340
JOHN CALLAHAN	DIRECTOR OF TECHNOLOGY	40.00	Highest	$150,462	$40,432	$190,894
ROBERT ERICK	FINANCIAL TECHNOLOGIST	40.00	Highest	$106,737	$50,963	$157,700

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	$190,958,772	$156,113,511	$2,366,012,843	$34,845,261
2022	$431,511,478	$193,390,588	$2,289,972,498	$238,120,890
2021	$206,675,049	$160,335,626	$2,264,506,967	$46,339,423
2020	$267,924,803	$432,949,906	$1,406,809,391	$-165,025,103
2019	$294,528,063	$98,306,582	$1,604,433,351	$196,221,481
2018	$171,996,503	$114,296,712	$1,405,487,960	$57,699,791

UNIVERSITY OF OREGON FOUNDATION