SOUTHERN OREGON UNIVERSITY FOUNDATION Charity Report

Public IRS 990 nonprofit record

SOUTHERN OREGON UNIVERSITY FOUNDATION

EIN 23-7030910 · Education (B42I)

What they do

THE SOUTHERN OREGON UNIVERSITY FOUNDATION WAS ESTABLISHED to SUPPORT and PROMOTE THE EDUCATIONAL, SCIENTIFIC and CHARITABLE ACTIVITIES of THE SOUTHERN OREGON UNIVERSITY and PROGRAMS and ACTIVITIES OCCURRING ON ITS CAMPUSES or IN ITS FACILITIES or UNDERTAKEN BY IT IN COORDINATION WITH OTHER EDUCATIONAL, SCIENTIFIC, or CHARITABLE INSTITUTIONS. SUPPORTING and PROMOTING INCLUDES ACTIVITIES to SOLICIT, ACQUIRE, RECEIVE, OWN, MANAGE, INVEST, and DISPOSE of ANY REAL and PERSONAL PROPERTY for THE BENEFIT of SOUTHERN OREGON UNIVERSITY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $84.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders39 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

68.51%of revenue went to mission work84.8% of expenses · Program services

$80.79spent for every $100 of revenueRevenue covered expenses this year.

12.28%of revenue went to management and office costs15.2% of expenses

$6.33in assets for every $1 spent this yearSome assets cannot be spent right away.

69.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $74,918 for JANET FRATELLA (EXECUTIVE DI). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$12,818,606

Mission workProgram services$8,781,88368.51% of revenue84.8% of expenses

ManagementOffice and general costs$1,573,81712.28% of revenue15.2% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$2,462,90619.21% of revenueShown in gray on the chart

Total expenses$10,355,70080.79% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 84.8% mission · 15.2% management · 0.0% fundraisingTotal expenses: 80.79% of revenue

2023Expense mix: 76.2% mission · 23.8% management · 0.0% fundraisingTotal expenses: 65.69% of revenue

2022Expense mix: 81.7% mission · 18.3% management · 0.0% fundraisingTotal expenses: 35.81% of revenue

2021Expense mix: 80.6% mission · 19.4% management · 0.0% fundraisingTotal expenses: 43.51% of revenue

2020Expense mix: 84.4% mission · 15.6% management · 0.0% fundraisingTotal expenses: 63.96% of revenue

2019Expense mix: 83.9% mission · 16.1% management · 0.0% fundraisingTotal expenses: 88.68% of revenue

2018Expense mix: 82.0% mission · 18.0% management · 0.0% fundraisingTotal expenses: 64.83% of revenue

2017Expense mix: 78.3% mission · 15.9% management · 5.8% fundraisingTotal expenses: 57.55% of revenue

Money in and money out

Revenue$12,818,606

Expenses$10,355,700

Annual surplus $2,462,906 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$8,781,883 · 84.8% of expenses

Management and office costs$1,573,817 · 15.2% of expenses

See all reported dollar amounts

Revenue$12,818,606

Expenses$10,355,700

Assets$65,592,707

Income$14,306,195

Contributions$8,849,685

Mission work (program services)$8,781,883

Grants given$125,000

Average grant$41,667

Management and general$1,573,817

Stocks and bonds$52,234,156

Accounting fees$91,550

Investing fees$216,408

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JANET FRATELLAEXECUTIVE DI · 40 hrs/week $74,918Base · Other $74,918

CORINA RAMPOLADIRECTOR OF · 40 hrs/week $33,750Base · Other $33,750

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (39)

JANET FRATELLAEXECUTIVE DI

CORINA RAMPOLADIRECTOR OF

RYAN WINESTRUSTEE

MARK PINGLETRUSTEE

MOIRA BUCKLEYTRUSTEE

PEG EVANSTRUSTEE

PHILIP SMITHTRUSTEE

RICK YOUNGTRUSTEE

ROBERTA BHASINAFFILIATE TR

RON WORLANDTRUSTEE

ROY SCARBROUGHAFFILIATE TR

RYAN RINGERTRUSTEE

LAURA SIMONDSAFFILIATE TR

SHAN SUTHERLANDTRUSTEE

SID DEBOERTRUSTEE

STEPHANIE HAYNESSTUDENT TRUS

SUE COLLINSSECRETARY

SUE KUPILLASPAST PRESIDE

TED ADAMSTRUSTEE

TIM WILLIAMSTRUSTEE

TOM CURRANTRUSTEE

DAVID STORKTRUSTEE

ARMANDO LOPEZTRUSTEE

ART DIEDERICHTRUSTEE

BARBARA TYLERTRUSTEE

BLAIR MOODYTRUSTEE

CHRIS CUSHMANTRUSTEE

CHRISTINE DONCHINTRUSTEE

DAN DECENATRUSTEE

DAN THORNDIKETRUSTEE

MARC BAYLISSTRUSTEE

DAVID WRIGHTTREASURER

FRED MOSSLERTRUSTEE

GENE PELHAMVICE PRESIDE

GREG ROEAFFILIATE TR

JIM TEECEPRESIDENT

KELLY COATESTRUSTEE

LARRY COOPERAFFILIATE TR

ALYCIA BLEEKERTRUSTEE

About this charity

Recognized since: January 1968
Location: 1250 SISKIYOU BLVD, ASHLAND, OR 97520-5001
County: Jackson
In care of: JANET FRATELLA
Primary officer: JANET FRATELLA, EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website Phone(541) 552-6129 Officer phone(541) 552-6127

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: JONES & ROTH PC
NTEE classification: Education (B42I)
Grant-giving organization: Yes