WESTERN OREGON UNIVERSITY DEVELOPMENT FOUNDATION (EIN 936033807) - 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

1965

Legal Domicile

Principal Officer

KATIE WOJKE

Phone

5038388281

Tax Period

2024-07-01 to 2025-06-30

WESTERN OREGON UNIVERSITY DEVELOPMENT FOUNDATION, founded in 1965, is a community nonprofit in the Education sector that reported $5.2M in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $2.0M, a strong 38% operating margin.

Mission

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

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,831,005

Program Service Revenue $210,426

Investment Income $2,099,892

Other Revenue $12,727

TOTAL REVENUE $5,154,050

Expense Breakdown

Grants Paid $1,934,793

Salaries & Benefits $0

Fundraising Expenses $231,894

Program Expenses $2,608,057

Other Expenses $1,269,032

TOTAL EXPENSES $3,203,825

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,154,050	$6,156,788	-0.2%
Expenses	$3,203,825	$2,913,512	+0.1%
Net Income	$1,950,225	$3,243,276	-0.4%

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

136

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

$717,899

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CORI FRAUENDIENER	EMERITUS TRUSTEE	1.00	Officer Director	$0	$0	$0
MIKE MORGAN	CHAIR	1.00	Officer Director	$0	$0	$0
PAT STINEFF	SECRETARY	1.00	Officer Director	$0	$0	$0
KELLY ATKINSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
TONY CRAWFORD	TRUSTEE	1.00	Director	$0	$0	$0
CARLENE NEAL	TRUSTEE	1.00	Director	$0	$0	$0
DR PATRICIA FLATT	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN ALEJANDREZ	TRUSTEE	1.00	Director	$0	$0	$0
CHESTER ANONSON	TREASURER	1.00	Officer Director	$0	$0	$0
SONJA FENTON	TRUSTEE	1.00	Director	$0	$0	$0
GORDON TAYLOR	TRUSTEE	1.00	Director	$0	$0	$0
DOUG LADD	TRUSTEE	1.00	Director	$0	$0	$0
TINA FUCHS	TRUSTEE	1.00	Director	$0	$0	$0
SABRA JEWELL	TRUSTEE	1.00	Director	$0	$0	$0
JOYCE PETERS	TRUSTEE	1.00	Director	$0	$0	$0
DAVE NOVOTNEY	TRUSTEE	1.00	Director	$0	$0	$0
JORDAN CARPENTER	TRUSTEE	1.00	Director	$0	$0	$0
MIRANDA GARRISON	TRUSTEE	1.00	Director	$0	$0	$0
YIRLA GONZALEZ NOLAN	TRUSTEE	1.00	Director	$0	$0	$0
BRENDA ROCIO MARTINEZ	TRUSTEE	1.00	Director	$0	$0	$0
JUDY VANDERBURG	TRUSTEE	1.00	Director	$0	$0	$0
KATIE WOJKE	EXECUTIVE DIRECTOR	16.00	Officer	$0	$86,661	$264,839
JESSE PETERS	PRESIDENT, WOU	16.00	Officer	$0	$43,134	$453,060

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	$5,154,050	$3,203,825	$35,297,856	$1,950,225
2024	$6,156,788	$2,913,512	$32,104,063	$3,243,276
2023	$3,257,224	$2,189,348	$26,992,668	$1,067,876
2022	$4,044,071	$2,280,281	$24,366,493	$1,763,790
2021	$2,848,955	$1,879,395	$26,639,211	$969,560
2020	$6,356,902	$2,029,492	$22,182,587	$4,327,410
2019	$2,741,376	$1,627,510	$18,003,953	$1,113,866
2018	$2,916,429	$1,665,970	$16,746,925	$1,250,459

WESTERN OREGON UNIVERSITY DEVELOPMENT FOUNDATION