SOUTHWESTERN OREGON COMMUNITY COLL… - Form 990 Financial Data

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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

1962

Legal Domicile

Principal Officer

ELISE HAMNER

Phone

5418887211

Tax Period

2023-07-01 to 2024-06-30

SOUTHWESTERN OREGON COMMUNITY COLLEGE FOUNDATION, founded in 1962, is a small nonprofit that reported $721K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $162K, a strong 22% operating margin.

Mission

THE PURPOSE OF THE SOUTHWESTERN OREGON COMMUNITY COLLEGE FOUNDATION IS TO SUPPORT THE COLLEGE IN IMPROVING PEOPLE'S LIVES - SOCIALLY, CULTURALLY, ECONOMICALLY AND EDUCATIONALLY - THROUGH FRIEND-RAISING AND FUNDRAISING.

Program Service Accomplishments

Program 1

Expenses: $162,196 Revenue: $0

GRANTS AND ACADEMIC PROGRAM SUPPORT - THE FOUNDATION'S SUPPORT OF SOUTHWESTERN OREGON COMMUNITY COLLEGE INCLUDES, BUT IS NOT LIMITED TO RECEIVING, INVESTING AND ADMINISTERING FUNDS HELD FOR THE...

GRANTS AND ACADEMIC PROGRAM SUPPORT - THE FOUNDATION'S SUPPORT OF SOUTHWESTERN OREGON COMMUNITY COLLEGE INCLUDES, BUT IS NOT LIMITED TO RECEIVING, INVESTING AND ADMINISTERING FUNDS HELD FOR THE BENEFIT OF THE COLLEGE AND ULTIMATELY ITS STUDENTS. THE FOUNDATION UNDERTAKES SPECIAL PROJECTS TO SUPPORT INNOVATION AND INVESTMENTS IN NEW PROGRAMS AND EQUIPMENT TO SUPPORT INSTRUCTION AND STUDENT SUCCESS. EFFORTS HAVE FOCUSED ON THE SCIENCES, NATURAL RESOURCES, HEALTH, CULINARY PROGRAMS AND THE ARTS.

Program 2

Expenses: $300,805 Revenue: $0

SCHOLARSHIPS - THE FOUNDATION AWARDED $300,805 IN SCHOLARSHIPS DURING 2023-24, ASSISTING 280 STUDENTS WITH TUITION, FEES, BOOKS, LIVING EXPENSES AND OTHER EDUCATIONAL EXPENSES. THIS INCLUDED THE...

SCHOLARSHIPS - THE FOUNDATION AWARDED $300,805 IN SCHOLARSHIPS DURING 2023-24, ASSISTING 280 STUDENTS WITH TUITION, FEES, BOOKS, LIVING EXPENSES AND OTHER EDUCATIONAL EXPENSES. THIS INCLUDED THE FOUNDATION PROVIDING GED/TRANSITIONAL EDUCATION SCHOLARSHIPS TO STUDENTS PREPARING TO ENTER COLLEGE AND PURSUE CAREER TRAINING. THE FOUNDATION AWARDED 19 SCHOLARSHIPS TO STUDENTS EXPERIENCING TEMPORARY FINANCIAL EMERGENCIES TO ENSURE THEY WERE ABLE TO COMPLETE THEIR TERMS OF STUDY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $454,275

Program Service Revenue $0

Investment Income $267,672

Other Revenue $-538

TOTAL REVENUE $721,409

Expense Breakdown

Grants Paid $431,075

Salaries & Benefits $49,117

Fundraising Expenses $9,823

Program Expenses $463,001

Other Expenses $78,918

TOTAL EXPENSES $559,110

Year-over-Year Comparison

	2023	2022	Change
Revenue	$721,409	$655,157	+0.1%
Expenses	$559,110	$456,486	+0.2%
Net Income	$162,299	$198,671	-0.2%

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

145

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

$64,782

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELISE HAMNER	EXECUTIVE DIRECTOR	20.00	Officer	$45,226	$19,556	$64,782
ARNIE ROBLAN	CHAIR	3.00	Officer Director	$0	$0	$0
ALEXIA GEDEROS	VICE CHAIR	3.00	Officer Director	$0	$0	$0
LAMONT SWINSON	TREASURER	3.00	Officer Director	$0	$0	$0
CAP SHARPLES	SECRETARY	3.00	Officer Director	$0	$0	$0
JACKIE CHAMBERS	TRUSTEE	1.00	Director	$0	$0	$0
KAREN CUNNINGHAM	TRUSTEE	1.00	Director	$0	$0	$0
CARMA ERICKSON HURT	TRUSTEE	2.00	Director	$0	$0	$0
DR JOHN FLAXEL	TRUSTEE THRU 10/23/23	1.00	Director	$0	$0	$0
DR PATTI GATES OD	TRUSTEE	2.00	Director	$0	$0	$0
DR RON METZGER	TRUSTEE	5.00	Director	$0	$0	$0
CADDY MCKEOWN	TRUSTEE	1.00	Director	$0	$0	$0
CAROLYN THOMPSON	TRUSTEE	2.00	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	$721,409	$559,110	$6,546,470	$162,299
2023	$655,157	$456,486	$5,978,415	$198,671
2022	$810,240	$505,315	$5,443,105	$304,925
2021	$355,218	$811,971	$5,956,977	$-456,753
2020	$531,151	$352,384	$5,338,361	$178,767

SOUTHWESTERN OREGON COMMUNITY COLLEGE FOUNDATION