BEducationEIN: 237030910· Ruling Year: 1968

Southern Oregon University Foundation

Ashland, Oregon

A-Health Score
78A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

How This Organization Compares

Compared to 4 peers in Education with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org8.88×
Peer Median20.77×
💰
$16.0M
Total Revenue
📊
$5.7M
Total Expenses
🏦
$51.0M
Net Assets
📋
$654K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+81.6%
Year-over-year change (2022 → 2023)
Net Margin
+64.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
8.88
Net assets divided by total expenses
Liabilities-to-Assets
1.3%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$16,037,60182%$5,743,18449%$51,636,31227%
2022$8,833,33875%$3,843,49519%$40,553,9384%
2021$5,034,08319%$3,219,74114%$42,053,10327%
2020$4,227,70224%$3,749,1284%$33,073,6013%
2019$5,571,85934%$3,612,25850%$33,990,4694%
2018$4,173,2405%$2,401,75147%$32,806,7147%
2017$4,404,0909%$4,568,36726%$30,637,6678%
2016$4,028,2865%$3,631,85527%$28,336,4712%
2015$3,851,30640%$2,864,6433%$28,877,2792%
2014$6,443,63984%$2,967,76417%$29,387,43517%
2013$3,502,83020%$2,527,37518%$25,193,9225%
2012$4,373,50542%$2,148,8186%$24,026,5836%
2011$3,070,581$2,027,420$22,670,683

Frequently Asked Questions

What does Southern Oregon University Foundation do?

Southern Oregon University Foundation is a education nonprofit organization based in Oregon. It is classified under NTEE code B42I and is registered as a 501(c) tax-exempt organization with the IRS.

Is Southern Oregon University Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Southern Oregon University Foundation has a score of 78/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Southern Oregon University Foundation generate?

Southern Oregon University Foundation reports $9.8M in annual revenue and holds $59.8M in total assets, based on IRS filings.

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