Nonprofit · EIN 23-7030910
SOUTHERN OREGON UNIVERSITY FOUNDATION
Tax-exempt · ASHLAND, OR 97520
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $12,818,606 | $10,355,700 | $2,462,906 | $65,592,707 | $3,834,620 | $61,758,087 |
| June 30, 2024 | 990 | $9,807,457 | $6,442,169 | $3,365,288 | $59,769,258 | $2,157,215 | $57,612,043 |
| June 30, 2023 | 990 | $16,037,601 | $5,743,184 | $10,294,417 | $51,636,312 | $653,993 | $50,982,319 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $8,849,685
- Program service revenue
- $0
- Investment income
- $3,769,083
- Net gain from sales of assets
- $1,539,579
- Net income from fundraising events
- $56,629
- Other revenue
- $199,838
Expenses
- Grants and similar amounts paid
- $2,159,994
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $91,550
- Travel
- $66,111
- Program services (functional)
- $8,781,883
- Management and general (functional)
- $1,573,817
Balance sheet and other
- Total assets, start of year
- $59,769,258
- Total assets, end of year
- $65,592,707
- Total liabilities, end of year
- $3,834,620
- Net assets, end of year
- $61,758,087
- Land, buildings and equipment
- $734,000
- Publicly traded securities
- $52,234,156
- Net assets without donor restrictions
- $3,893,963
- Net assets with donor restrictions
- $57,864,124
- Gross receipts
- $14,306,195
- Employees
- 0
- Volunteers
- 75
- Year formed
- 1959
- State of legal domicile
- OR
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JANET FRATELLA | EXECUTIVE DI Officer | 40 | $0 | $199,596 | $74,918 |
| CORINA RAMPOLA | DIRECTOR OF Officer | 40 | $0 | $85,451 | $33,750 |
| SUE KUPILLAS | PAST PRESIDE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JIM TEECE | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GENE PELHAM | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SUE COLLINS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID WRIGHT | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TED ADAMS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARC BAYLISS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ALYCIA BLEEKER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KELLY COATES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TOM CURRAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHRIS CUSHMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SID DEBOER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAN DECENA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
24 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ART DIEDERICH | TRUSTEE Trustee or director | 1 | $0 |
| CHRISTINE DONCHIN | TRUSTEE Trustee or director | 1 | $0 |
| PEG EVANS | TRUSTEE Trustee or director | 1 | $0 |
| ARMANDO LOPEZ | TRUSTEE Trustee or director | 1 | $0 |
| BLAIR MOODY | TRUSTEE Trustee or director | 1 | $0 |
| FRED MOSSLER | TRUSTEE Trustee or director | 1 | $0 |
| RYAN RINGER | TRUSTEE Trustee or director | 1 | $0 |
| MARK PINGLE | TRUSTEE Trustee or director | 1 | $0 |
| MOIRA BUCKLEY | TRUSTEE Trustee or director | 1 | $0 |
| PHILIP SMITH | TRUSTEE Trustee or director | 1 | $0 |
| DAVID STORK | TRUSTEE Trustee or director | 1 | $0 |
| SHAN SUTHERLAND | TRUSTEE Trustee or director | 1 | $0 |
| DAN THORNDIKE | TRUSTEE Trustee or director | 1 | $0 |
| BARBARA TYLER | TRUSTEE Trustee or director | 1 | $0 |
| TIM WILLIAMS | TRUSTEE Trustee or director | 1 | $0 |
| RYAN WINES | TRUSTEE Trustee or director | 1 | $0 |
| RON WORLAND | TRUSTEE Trustee or director | 1 | $0 |
| STEPHANIE HAYNES | STUDENT TRUS Trustee or director | 1 | $0 |
| RICK YOUNG | TRUSTEE Trustee or director | 1 | $0 |
| LARRY COOPER | AFFILIATE TR Trustee or director | 1 | $0 |
| LAURA SIMONDS | AFFILIATE TR Trustee or director | 1 | $0 |
| ROBERTA BHASIN | AFFILIATE TR Trustee or director | 1 | $0 |
| ROY SCARBROUGH | AFFILIATE TR Trustee or director | 1 | $0 |
| GREG ROE | AFFILIATE TR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 35 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JANET FRATELLA | EXECUTIVE DI Officer | 40 | $0 | $197,308 | $69,520 |
| CORINA RAMPOLA | DIRECTOR OF Officer | 40 | $0 | $51,350 | $21,028 |
| JIM TEECE | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GENE PELHAM | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SUE COLLINS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID WRIGHT | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SUE KUPILLAS | PAST PRESIDE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TED ADAMS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LAZ AYALA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARC BAYLISS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KELLY COATES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TOM CURRAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHRIS CUSHMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SID DEBOER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAN DECENA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ART DIEDERICH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTINE DONCHIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PEG EVANS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ARMANDO LOPEZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BLAIR MOODY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FRED MOSSLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RYAN RINGER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ERNEST SCALBERG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID STORK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHAN SUTHERLAND | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAN THORNDIKE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BARBARA TYLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RYAN WINES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RON WORLAND | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RICK YOUNG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAT ALEXANDER | AFFILIATE TR Trustee or director | 1 | $0 | $0 | $0 |
| TRACY PALERMINI | AFFILIATE TR Trustee or director | 1 | $0 | $0 | $0 |
| SANDY FRIEND | AFFILIATE TR Trustee or director | 1 | $0 | $0 | $0 |
| ROY SCARBROUGH | AFFILIATE TR Trustee or director | 1 | $0 | $0 | $0 |
| GREG ROE | AFFILIATE TR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 38 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JANET FRATELLA | EXECUTIVE DI Officer | 40 | $0 | $197,178 | $31,313 |
| ANDREW GAST | PAST DIR. OF Officer | 40 | $0 | $96,577 | $0 |
| CORINA RAMPOLA | DIRECTOR OF Officer | 40 | $0 | $0 | $0 |
| JIM TEECE | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GENE PELHAM | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SUE COLLINS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID WRIGHT | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SUE KUPILLAS | PAST PRESIDE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TED ADAMS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAT ALEXANDER | AFFILIATE TR Trustee or director | 1 | $0 | $0 | $0 |
| LAZ AYALA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARC BAYLISS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SOPHIA BOGLE | AFFILIATE TR Trustee or director | 1 | $0 | $0 | $0 |
| KELLY COATES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JEFF CUTLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SID DEBOER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAN DECENA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ART DIEDERICH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTINE DONCHIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BREE ERB | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PEG EVANS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SANDY FRIEND | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BETSY GENTRY | AFFILIATE TR Trustee or director | 1 | $0 | $0 | $0 |
| GREG KOENIG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ARMANDO LOPEZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHERI LOYA | AFFILIATE TR Trustee or director | 1 | $0 | $0 | $0 |
| BLAIR MOODY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DOUG MORSE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FRED MOSSLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GREG ROE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LORE RUTZ-BURRI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ERNEST SCALBERG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID STORK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAN THORNDIKE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BARBARA TYLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RYAN WINES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RON WORLAND | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RICK YOUNG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1250 SISKIYOU BLVD, ASHLAND, OR 97520-5001
- Principal officer (990 for 2024)
- JANET FRATELLA, 1250 SISKIYOU BLVD, ASHLAND, OR 97520
- Signed the 990
- JANET FRATELLA, EXECUTIVE DIRECTOR
- Phone
- (541) 552-6129
- Website
- GIVING.SOU.EDU
- Return prepared by
- JONES & ROTH PC
Mission
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.
Program accomplishments
- THE SOUTHERN OREGON UNIVERSITY FOUNDATION PROVIDES FUNDS TO SUPPORT AND PROMOTE ACADEMIC AND ATHLETIC PROGRAMS, THE UNIVERSITY ART MUSEUM AND LIBRARY OPERATIONS, AND STUDENT AND ALUMNI ACTIVITIES OF SOUTHERN OREGON UNIVERSITY. THE FOUNDATION PROVIDED 8,600,000 OF SCHOLARSHIPS, GRANTS AND AWARDS TO STUDENTS AND ACADEMIC DEPARTMENTS AND PROGRAMS AT SOUTHERN OREGON UNIVERSITY. SOUTHERN OREGON UNIVERSITY OFFERS 50 MAJORS AND MORE THAN 100 AREAS OF STUDY TO ITS 5,000 STUDENT ENROLLMENT OF UNDERGRADUATES AND GRADUATES.Expenses $8,781,883 · grants $2,159,994
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7030910
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1968
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B42I)
- Assets (IRS master file)
- $65,592,707
- Income (IRS master file)
- $14,306,195
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $12,818,606 | $10,355,700 | $65,592,707 | IRS |
| 990 | June 2024 | $9,807,457 | $6,442,169 | $59,769,258 | IRS |
| 990 | June 2023 | $16,037,601 | $5,743,184 | $51,636,312 | XML |
| 990 | June 2022 | $8,833,338 | $3,843,495 | $40,553,938 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7030910).
Questions about SOUTHERN OREGON UNIVERSITY FOUNDATION
- What is the EIN of SOUTHERN OREGON UNIVERSITY FOUNDATION?
- The employer identification number (EIN) of SOUTHERN OREGON UNIVERSITY FOUNDATION is 23-7030910.
- Is SOUTHERN OREGON UNIVERSITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to SOUTHERN OREGON UNIVERSITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHERN OREGON UNIVERSITY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTHERN OREGON UNIVERSITY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHERN OREGON UNIVERSITY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SOUTHERN OREGON UNIVERSITY FOUNDATION?
- The 990 for the year ended June 30, 2025 names JANET FRATELLA.
- Who are the officers and directors of SOUTHERN OREGON UNIVERSITY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 39 people; 0 received compensation from the organization.
- How much revenue does SOUTHERN OREGON UNIVERSITY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $12,818,606, expenses of $10,355,700 and total assets of $65,592,707 at year end.
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- PEACE HOUSE EIN 93-0821939 · last filed 990 for 2025
- END OF LIFE PSYCHEDELIC CARE EIN 92-3190548 · last filed 990-EZ for 2025
- INSIGHT CRANIOSACRAL INSTITUTE EIN 93-4753021 · last filed 990-EZ for 2025