WESTERN OREGON UNIVERSITY DEVELOPMENT FOUNDATION

EIN: 936033807 501(c)(3) Education

MONMOUTH, OR

Total Revenue
$5,154,050
Total Expenses
$3,203,825
Total Assets
$35,297,856
Net Assets
$35,077,409
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Financial Trends

Organization Details

Formation Year
1965
Legal Domicile
OR
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.

Program Service Accomplishments

Program 1
Expenses: $1,299,122

951 WOU STUDENTS RECEIVED A TOTAL OF $1,299,112 IN SCHOLARSHIPS, STUDENT AID AND STUDENT LOANS FOR THE CONTINUATION OF THEIR EDUCATION AND ADVANCEMENT TOWARD THE COMPLETION OF THEIR DEGREES...

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951 WOU STUDENTS RECEIVED A TOTAL OF $1,299,112 IN SCHOLARSHIPS, STUDENT AID AND STUDENT LOANS FOR THE CONTINUATION OF THEIR EDUCATION AND ADVANCEMENT TOWARD THE COMPLETION OF THEIR DEGREES. SCHOLARSHIPS ENABLE STUDENTS TO FOCUS ON THEIR EDUCATION BY PROVIDING RESOURCES THAT MAKE COLLEGE MORE AFFORDABLE. WITH NEARLY ALL WOU STUDENTS QUALIFYING FOR AND NEEDING FINANCIAL AID, RAISING FUNDS FOR SCHOLARSHIPS AND STUDENT AID REMAINS A TOP PRIORITY FOR THE WOU FOUNDATION BOARD, WOLVES RISING CAMPAIGN LEADERSHIP COMMITTEE, ADVANCEMENT AND UNIVERSITY STAFF. INCREASING SCHOLARSHIP RESOURCES MAKES UP HALF OF THE $20 MILLION WOLVES RISING CAMPAIGN $10 MILLION GOAL. THE WOLVES RISING CAMPAIGN TIMELINE IS 2020 - JUNE 30, 2028. AS OF DECEMBER 31, 2025, $12.9 MILLION (OR 129%) HAS BEEN COMMITTED IN SUPPORT OF CURRENT USE, ENDOWED OR FUTURE (ESTATE) SCHOLARSHIPS.VOLUNTEERS AND STAFF WORK WITH NEW AND EXISTING DONORS TO CREATE NEW NAMED CURRENT USE OR ENDOWED SCHOLARSHIPS OR TO DIRECT THEIR SUPPORT TO THE EXISTING GENERAL SCHOLARSHIP FUND. WE ALSO WORK WITH EXISTING DONORS TO RENEW CURRENT USE AND ADD TO EXISTING ENDOWED SCHOLARSHIPS.IN ADDITION TO SCHOLARSHIPS, MANY STUDENTS BENEFIT FROM EMERGENCY STUDENT AID, WITH THE AVERAGE AID AWARD BEING $580.

Program 2
Expenses: $634,971

THE FOUNDATION'S MISSION IS TO STRENGTHEN RELATIONSHIPS AND SECURE PRIVATE RESOURCES IN ORDER TO PROVIDE FUNDS THAT SERVE AND SUPPORT THE MISSION AND VISION OF WESTERN OREGON UNIVERSITY. THE...

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THE FOUNDATION'S MISSION IS TO STRENGTHEN RELATIONSHIPS AND SECURE PRIVATE RESOURCES IN ORDER TO PROVIDE FUNDS THAT SERVE AND SUPPORT THE MISSION AND VISION OF WESTERN OREGON UNIVERSITY. THE FOUNDATION'S VISION IS TO ENSURE EVERY STUDENT HAS THE OPPORTUNITY TO HAVE ACCESS TO A QUALITY EDUCATIONAL EXPERIENCE THAT INCREASES THEIR ABILITY TO SUCCEED IN OUR EVER-CHANGING GLOBAL ECONOMY AND SOCIETY. TO THIS END, WE ARE FOCUSING ON RAISING FUNDS IN THREE KEY AREAS: SCHOLARSHIPS, WOLVES ATHLETICS AND STUDENT SUCCESS. GOALS THAT WILL HELP US ACHIEVE THESE INCLUDE THE FOLLOWING: 1. CONTINUE THE PUBLIC PHASE OF THE WOLVES RISING CAMPAIGN AND ACHIEVE ANNUAL FUNDRAISING GOALS. 2. KEEP TELLING OUR STORY AND SHARING OUTCOMES OF DONORS' SUPPORT. 3. ENHANCE RELATIONSHIPS TO SUPPORT UNIVERSITY INITIATIVES. 4. CONTINUOUSLY IMPROVE THE QUALITY OF DATA & EFFICIENCY FOR OPERATIONS. 5. PRIORITIZE STEWARDSHIP.

Program 3
Expenses: $673,964 Revenue: $212,051

THE FOUNDATION SPONSORS UNIVERSITY PROGRAMS AND ACTIVITIES THAT ASSIST STUDENTS IN THE PURSUIT OF CULTURAL, SCIENTIFIC, EDUCATIONAL, AND ATHLETIC PROGRAMS. THROUGHOUT THE YEAR, THE FOUNDATION WORKS...

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THE FOUNDATION SPONSORS UNIVERSITY PROGRAMS AND ACTIVITIES THAT ASSIST STUDENTS IN THE PURSUIT OF CULTURAL, SCIENTIFIC, EDUCATIONAL, AND ATHLETIC PROGRAMS. THROUGHOUT THE YEAR, THE FOUNDATION WORKS WITH DONORS TO SUPPORT A VARIETY OF NEEDS ACROSS THE UNIVERSITY. GIFTS COME FROM INDIVIDUALS, CORPORATIONS, AND FOUNDATIONS. A SIGNIFICANT PERCENTAGE OF SUPPORT COMES FROM INDIVIDUALS ON GIVING DAY, THROUGH CORPORATE SPONSORSHIPS FOR THE WOLVES ATHLETIC AUCTION AND WOLVES ON THE GREEN GOLF TOURNAMENT, AND FOUNDATION GRANTS OR CORPORATE SPONSORSHIPS FOR THE SMITH FINE ARTS SERIES. DURING THESE FUNDRAISING CAMPAIGNS ALUMNI, EMPLOYEES, FAMILY, AND COMMUNITY MEMBERS DESIGNATE THEIR AREAS OF SUPPORT WHICH INCLUDE THE FUND FOR WOU, EMERGENCY STUDENT AID, SPECIFICALLY NAMED SCHOLARSHIPS, WOLVES ATHLETICS, STUDENT CLUBS, ACADEMIC PROGRAMS, AND MORE. FUNDS RAISED THROUGHOUT THE YEAR INCREASINGLY SUPPORT THE WOU FOUNDATION'S SMALL COMPETITIVE GRANT PROGRAM THAT HELPS CREATE INNOVATION ACROSS DOZENS OF CAMPUS DEPARTMENTS WHILE ENRICHING THE STUDENT EXPERIENCE. IN 2025, 29 GRANTS WERE AWARDED.

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

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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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Governance

Voting Members
21
Independent Members
21
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
7
$717,899
Total Directors
21
$0
Key Employees
0
$0
Highest Compensated
0
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
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