ABOUT THE FOUNDATION

Make a Difference

The Southern Oregon University Foundation welcomes your interest in our financial operations and performance. We take great pride in stewarding the private gifts raised to support Southern Oregon University, in accordance with the intended purposes of each generous donor.

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Organization Profile

The SOU Foundation is a private, nonprofit 501(c)(3) charitable organization affiliated with SOU. A volunteer Board of Trustees manages current-use funds as well as an endowment valued at $28 million. Last year, the SOU Foundation distributed more than $5.2 million to SOU through earnings on its endowment as well as program support.

SOU Organizational Profile

Administrative Fees

The amount of private support to SOU has increased substantially in recent years and the benefits to its students and academic programs are evident. In order to balance the increasing costs of the private fundraising, the university and foundation charge a one-time 5% administrative fee on all new gifts. Fundraising at SOU includes the direct costs of soliciting contributions and the processing and accounting of gift funds.

Endowment Performance

SOUF Endowment Performance FY17

Financial Information

The SOU Foundation’s financial statements are audited annually by an independent audit firm in accordance with auditing standards generally accepted in the United States.

Audited Financials FY17

Form 990 FY17

Audited Financials FY16

Form 990 FY16

SOUF_IRS Determination Letter

Federal Tax ID: 23-7030910

Board of Trustees

The SOU Foundation Board of Trustees is composed of business and community leaders from around the country.

Officers

Marc Bayliss, President
Sue Kupillas, Vice President
Greg Koenig, Treasurer
Debra Lee, Secretary
Dan Thorndike, Immediate Past President

At-Large Trustees

Lazaro Ayala
Kelly Coates
Sue Collins
Jeff Cutler
Jeff DeBoer
Sid DeBoer
Bonnie Evans
Dave Hyatt ‘73
Sheri Loya ‘91, MBA ‘11
Blair Moody
Doug Morse
Christina Richardson
Lore Rutz-Burri ‘82
Jim Teece
Ryan Wines ‘01
Ron Worland, M.D.
David Wright

Affiliate Trustees

Vance Beach ‘11, MiM ’14, SOU Alumni Association
Peg Evans, Osher Lifelong Learning Institute
Alexis Packer, Chamber Music Concerts
Stephanie Raffelock, Friends of Hannon Library

Ex-Ofﬁcio Members

Linda Schott, SOU President
Janet Fratella, VP of Development and Executive Director, SOU Foundation

Office of Development

The Office of Development staff is here to assist donors, alumni, and friends of SOU connect with the university and help them achieve their philanthropic goals. Gifts of all sizes provide opportunities for SOU students, increase access through scholarships, support academic excellence, and the overall missions of Southern Oregon University.

E: soufoundation@sou.edu
P: 541-552-6127

Plunkett Center
1250 Siskiyou Boulevard
Ashland, Oregon 97520