2026-04-07T18:46:56-05:00 2025-06-30 REDW LLC 475 COTTAGE STREET NE SUITE 200 SALEM OR 97301 990 2024-07-01 936033807 WESTERN OREGON UNIVERSITY DEVELOPMENT FOUNDATION WEST 5038388281 345 N MONMOUTH AVE MONMOUTH OR 97361 KATIE WOJKE EXECUTIVE DIRECTOR 5038388148 2026-03-31 1 0 RYAN T PASQUARELLA CPA P01304274 5035817788 2026-03-30 2024 2025-03-06 01:10:19Z KATIE WOJKE 345 N MONMOUTH AVE MONMOUTH OR 97361 11787456 0 X WWW.WOU.EDU/FOUNDATION X 1965 OR 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 21 21 0 136 0 0 4401693 2831005 199189 210426 1541675 2099892 14231 12727 6156788 5154050 1749973 1934793 0 0 0 0 0 0 231894 1163539 1269032 2913512 3203825 3243276 1950225 32104063 35297856 222673 220447 31881390 35077409 X 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. 0 0 1299122 1299122 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. 634971 634971 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. 673964 700 212051 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. 2608057 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 52 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OR X X THE ORGANIZATION 5038388281 345 N MONMOUTH AVENUE MONMOUTH OR 97361 CORI FRAUENDIENER EMERITUS TRUSTEE 1.00 X X 0 0 0 MIKE MORGAN CHAIR 1.00 X X 0 0 0 PAT STINEFF SECRETARY 1.00 X X 0 0 0 KELLY ATKINSON VICE CHAIR 1.00 X X 0 0 0 TONY CRAWFORD TRUSTEE 1.00 X 0 0 0 CARLENE NEAL TRUSTEE 1.00 X 0 0 0 DR PATRICIA FLATT TRUSTEE 1.00 X 0 0 0 KEVIN ALEJANDREZ TRUSTEE 1.00 X 0 0 0 CHESTER ANONSON TREASURER 1.00 X X 0 0 0 SONJA FENTON TRUSTEE 1.00 X 0 0 0 GORDON TAYLOR TRUSTEE 1.00 X 0 0 0 DOUG LADD TRUSTEE 1.00 X 0 0 0 TINA FUCHS TRUSTEE 1.00 X 0 0 0 SABRA JEWELL TRUSTEE 1.00 X 0 0 0 JOYCE PETERS TRUSTEE 1.00 X 0 0 0 DAVE NOVOTNEY TRUSTEE 1.00 X 0 0 0 JORDAN CARPENTER TRUSTEE 1.00 X 0 0 0 MIRANDA GARRISON TRUSTEE 1.00 X 0 0 0 YIRLA GONZALEZ NOLAN TRUSTEE 1.00 X 0 0 0 BRENDA ROCIO MARTINEZ TRUSTEE 1.00 X 0 0 0 JUDY VANDERBURG TRUSTEE 1.00 X 0 0 0 KATIE WOJKE EXECUTIVE DIRECTOR 16.00 24.00 X 0 178178 86661 JESSE PETERS PRESIDENT, WOU 16.00 24.00 X 0 409926 43134 0 588104 129795 0 0 1 0 0 53278 2777727 208922 2831005 PROGRAMS AND TRIP INCOME 611710 210426 210426 210426 887547 887547 477 477 10000 1633 8367 8367 8367 7737085 6524740 1212345 1212345 1212345 65142 53278 87624 -22482 -22482 13095 4389 8706 8706 31054 15020 16034 16034 REFUNDS 900099 1625 1625 1625 5154050 212051 0 2110994 635671 635671 1299122 1299122 2569 2569 29500 29500 187527 187527 29575 9828 19747 498376 222749 132315 143312 1000 1000 11351 11351 149689 130788 18901 267602 224744 2045 40813 2318 2318 13058 4825 8233 TAXES, FEES AND LICENSE 78100 68979 9121 ALLOCATED TO RENTAL -1633 -1633 3203825 2608057 363874 231894 313806 314061 271462 307498 1545960 250791 294746 489404 578642 455995 124965 122647 29495066 33752630 58058 60825 32104063 35297856 69457 60223 153216 160224 222673 220447 X 5003176 1746075 26878214 33331334 31881390 35077409 32104063 35297856 1950225 1245794 0 X 0 1 X 1 0 X 1507448 2175309 2176358 3605807 2831005 12295927 1507448 2175309 2176358 3605807 2831005 12295927 2379235 9916692 469356 622003 598770 709707 898024 3297860 1625 1625 15595412 1022431 0.63590 0.54980 X PART II, SECTION C, LINE 15 THE PRIOR YEAR PUBLIC SUPPORT PERCENTAGE HAS BEEN RECALCULATED TO INCLUDE A DONATION THAT WAS INADVERTENTLY OMITTED FROM THE ORIGINAL CALCULATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24000516 653236 5027161 1705844 522709 27452360 20575874 2706876 2108824 932335 458723 24000516 17407123 675740 3535580 697096 345473 20575874 19807731 351803 -993658 1422102 336651 17407123 15322459 42354 6208332 1456418 308996 19807731 0.06300 0.92500 0.01200 1 0 40000 40000 79579 79579 0 72224 18127 83703 6648 102656 45656 57000 17728 248328 247057 18999 122647 ANNUITIES PAYABLE 160224 160224 X 6834149 1245794 826767 108666 2181227 4652922 187527 313601 501128 5154050 3638130 826767 108666 935433 2702697 187527 313601 501128 3203825 PART V, LINE 4: ENDOWMENT FUNDS ARE ESTABLISHED BY DONOR INTENT, BUT MUST BE USED FOR ANY PURPOSE WHICH ADVANCES THE MISSION OF WESTERN OREGON UNIVERSITY. THIS INCLUDES, BUT IS NOT LIMITED TO, PURPOSES SUCH AS SCHOLARSHIPS, PROGRAM SUPPORT, LECTURESHIPS, PROFESSORSHIPS, FELLOWSHIPS, OR GENERAL UNIVERSITY SUPPORT. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX IN ACCORDANCE WITH THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). ANY UNRELATED BUSINESS INCOME TAX IS INSIGNIFICANT, AND NO TAX PROVISION HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. CONTRIBUTIONS TO THE FOUNDATION QUALIFY FOR THE CHARITABLE CONTRIBUTION TAX DEDUCTION UNDER SECTION 170(B)(1)(A)(VI); THE FOUNDATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. FASB ASC TOPIC 740, INCOME TAXES, REQUIRES THE FOUNDATION'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT, AS OF JUNE 30, 2025 AND 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2022, ARE STILL OPEN TO AUDIT FOR FEDERAL PURPOSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 15,020. SPECIAL EVENTS EXPENSES 87,624. RENTAL EXPENSES 1,633. GAMING EXPENSES 4,389. PART XI, LINE 4B - OTHER ADJUSTMENTS: NONCASH DONATIONS 36,976. DONATION NOT RECORDED ON THE FINANCIAL STATEMENTS 275,000. RECLASSIFIED REFUNDS 1,625. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 15,020. SPECIAL EVENTS EXPENSES 87,624. RENTAL EXPENSES 1,633. GAMING EXPENSES 4,389. PART XII, LINE 4B - OTHER ADJUSTMENTS: NONCASH DONATIONS 36,976. DONATION NOT RECORDED ON THE FINANCIAL STATEMENTS 275,000. RECLASSIFIED REFUNDS 1,625. WOLVES AUCTION 91884 41953 49931 13094 46331 WOMEN'S GOLF 22210 8535 13675 15220 6354 3857 114094 50488 63606 15220 19448 50188 84856 -21250 0 WESTERN OREGON UNIVERSITY 345 N MONMOUTH AVENUE MONMOUTH OR 97361 936001786 501(C)(1) 631951 3580 BOOK VALUE GIFTCARDS AND FOOD FINANCIAL SUPPORT 1 SCHOLARSHIPS FOR STUDENTS ATTENDING WESTERN OREGON UNIVERSITY. 951 1299122 X 1 1 0 0 0 0 0 0 0 0 0 JESSE PETERS PRESIDENT, WOU 0 355926 0 0 0 54000 0 41400 0 1734 0 453060 0 0 KATIE WOJKE EXECUTIVE DIRECTOR 0 178178 0 0 0 0 0 53212 0 33449 0 264839 0 0 X 7 3880 DONOR DETERMINED X 10937 DONOR DETERMINED X 4 171946 FMV AT DONATION DATE X 30 13944 DONOR DETERMINED X GIFT CERTIFICATES, OTHER 42 8215 DONOR DETERMINED 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED IN DETAIL, FIRST BY WOU FOUNDATION STAFF, THEN AGAIN BY THE BOARD OF TRUSTEES FINANCE & PLANNED GIVING COMMITTEE. IT IS THEN RECOMMENDED FOR APPROVAL TO THE BOARD OF TRUSTEES AT THIR NEXT REGULARLY SCHEDULED MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION COMMUNICATES THE CONFLICT OF INTEREST POLICY TO EACH TRUSTEE, DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS AT THE TIME OF ITS ADOPTION AND AT LEAST ANNUALLY DURING THE SEPTEMBER BOARD MEETING THEREAFTER. EACH TRUSTEE, DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF ANY COMMITTEE SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE ON SITE AT THE FOUNDATION AND UPON REQUEST TO THE PUBLIC VIA VERBAL, WRITTEN OR ELECTRONIC COMMUNICATION. GOVERNING DOCUMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. WESTERN OREGON UNIVERSITY 345 N MONMOUTH AVENUE MONMOUTH OR 97361 936001786 HIGHER EDUCATION OR 501(C)(1) 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 WESTERN OREGON UNIVERSITY B 634971 CASH AND MARKET VALUE