FURP.ORG / PUBLIC DATA EXPLORER

OKLAHOMA STATE UNIVERSITY ALUMNI ASSOCIATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
OKLAHOMA STATE UNIVERSITY ALUMNI ASSOCIATION (EIN 73-1020684)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-03-15
IRS object ID
201700749349300935
Schema version
2015v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-03-15T13:12:45-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN480573184PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REGIER CARR & MONROE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14200 E SKELLY DRIVE SUITE 560AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74135ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731020684EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OKLAHOMA STATE UNIVERSITY ALUMNI ASSOCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOKLABusinessNameControlTxt
Phone4057445550PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 CONOCOPHILLIPSAddressLine1Txt
CitySTILLWATERCityNm
State AbbreviationOKStateAbbreviationCd
ZIP740787043ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRIS BATCHELDERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4057445550PhoneNum
Signature2017-03-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonO BRENT CURRY CPAPreparerPersonNm
PTINP01070081PTIN
Phone9182715400PhoneNum
Preparation2017-03-02PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHRIS BATCHELDERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 CONOCOPHILLIPSAddressLine1Txt
CitySTILLWATERCityNm
State AbbreviationOKStateAbbreviationCd
ZIP740787043ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,661,289GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Formation1956FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionTHE MISSION OF THE OSU ALUMNI ASSOCIATION IS TO SERVE ITS MEMBERS AND ALUMNI AND TO SUPPORT AND SERVE THE NEEDS OF OKLAHOMA STATE UNIVERSITY, ITS STUDENTS, FACULTY, STAFF, AND FRIENDS.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee36TotalEmployeeCnt
Total Volunteers400TotalVolunteersCnt
Total Gross UBI$165,430TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$662,152NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,182,483PYContributionsGrantsAmt
CY Contributions Grants$2,985,708CYContributionsGrantsAmt
PY Program Service Revenue$392,967PYProgramServiceRevenueAmt
CY Program Service Revenue$524,830CYProgramServiceRevenueAmt
PY Investment Income$988,329PYInvestmentIncomeAmt
CY Investment Income$240,372CYInvestmentIncomeAmt
PY Other Revenue$930,258PYOtherRevenueAmt
CY Other Revenue$642,373CYOtherRevenueAmt
PY Total Revenue$4,494,037PYTotalRevenueAmt
CY Total Revenue$4,393,283CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,339,322PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,735,193CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$443,817CYTotalFundraisingExpenseAmt
PY Other Expenses$1,715,068PYOtherExpensesAmt
CY Other Expenses$2,287,141CYOtherExpensesAmt
PY Total Expenses$3,054,390PYTotalExpensesAmt
CY Total Expenses$4,022,334CYTotalExpensesAmt
PY Revenues Less Expenses$1,439,647PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$370,949CYRevenuesLessExpensesAmt
Total Assets BOY$26,748,381TotalAssetsBOYAmt
Total Assets EOY$25,326,062TotalAssetsEOYAmt
Total Liabilities BOY$575,067TotalLiabilitiesBOYAmt
Total Liabilities EOY$379,438TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$26,173,314NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$24,946,624NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE OSU ALUMNI ASSOCIATION IS TO SERVE ITS MEMBERS AND ALUMNI AND TO SUPPORT AND SERVE THE NEEDS OF OKLAHOMA STATE UNIVERSITY, ITS STUDENTS, FACULTY, STAFF, AND FRIENDS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$187,880ExpenseAmt
Revenue$131,612RevenueAmt
DescGRANDPARENT UNIVERSITY - IT BRINGS GRANDPARENTS AND THEIR LEGACY GRANDCHILDREN TO CAMPUS FOR THREE DAY SUMMER CAMPS FILLED WITH ENGAGING ACTIVITIES FOR BOTH, WHILE CREATING MEMEORIES THAT LAST A LIFETIME.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$113,755ExpenseAmt
Revenue$38,077RevenueAmt
DescHOMECOMING - HOMECOMING IS OSU'S RICHEST TRADITION, LINKING ALUMNI TO CURRENT STUDENTS AND THE UNIVERSITY. IT IS PRESENTED BY THE OSU ALUMNI ASSOCIATION AND PLANNED BY THE STUDENT-DRIVEN HOMECOMING STEERING COMMITTEE. IT SERVES AS THE PRIMARY VENUE FOR KEEPING OSU ALUMNI CONNECTED TO THE UNIVERSITY. ALUMNI RETURN BY THE THOUSANDS TO REMINISCE ABOUT THEIR DAYS AT OSU AND TO BRING OTHERS TO SHOW OFF THE CAMPUS AND HOMECOMING ACTIVITIES. STUDENT PARTICIPATION IN PLANNING AND CARRYING OUT HOMECOMING IS A VALUABLE AND ESSENTIAL SERVICE TO THE ALUMNI, THE ALUMNI ASSOCIATION AND ULTIMATELY OKLAHOMA STATE UNIVERSITY.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$475,598ExpenseAmt
DescCHAPTERS- THE CHAPTERS PROGRAM IS THE MOST VISIBLE SIGN OF THE MISSION OF THE ASSOCIATION IN THAT ALL CHAPTERS STRIVE TO REACH OUT TO ALUMNI AND FRIENDS IN THEIR GEOGRAPHICAL REGION IN AN ATTEMPT TO HELP THEM CONNECT TO OSU. THE CHAPTERS ALSO PARTICIPATE IN ACTIVITIES TO RAISE SCHOLARSHIP FUNDS THAT WILL ASSIST LOCAL STUDENTS IN THEIR GOAL TO EARN A DEGREE. OVER 250 VOLUNTEERS ARE DIRECTLY INVOLVED WITH CHAPTER ACTIVITIES. CHAPTERS HOSTED OVER 600 EVENTS AT WHICH OVER 130,000 PEOPLE ATTENDED DURING THIS PAST FISCAL YEAR. CHAPTERS HAVE GIVEN SCHOLARSHIPS OF OVER $200,000 TO STUDENTS DURING THE CURRENT FISCAL YEAR.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$1,374,450ExpenseAmt
Revenue$559,434RevenueAmt
DescALL OTHER PROGRAM SERVICES.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,374,450TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$559,434TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$2,151,683TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee36EmployeeCnt
Employment Tax Returns Filed0EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Form1098 C Filed0Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JACE DAWSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4057445550PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 CONOCOPHILLIPS OSU ALUMNIAddressLine1Txt
CitySTILLWATERCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74078ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
LARRY G SHELL
PAST PRESIDENT0.00Yes (X)Yes (X)$0$0$0
CHRIS BATCHELDER
PRESIDENT-CEO50.00Yes (X)Yes (X)$182,837$0$21,957
JACE DAWSON
VICE PRESIDENT-CSO50.00Yes (X)Yes (X)$127,553$0$0
PATTIE HAGA
VICE PRESIDENT-COO50.00Yes (X)Yes (X)$106,304$0$0
PAM DAVIS
VICE PRESIDENT-CPO50.00Yes (X)Yes (X)$64,833$0$0
PHIL KENNEDY
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
KENT GARDNER
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
JENNIFER GRIGSBY
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
TRECA BAETZ
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
JAMES BOGGS
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
GREGG BRADSHAW
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
LARRY BRIGGS
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
BILL DRAGOO
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
JAMI LONGACRE
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
TONY LOPRESTO
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
MEL MARTIN
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
TRAVIS MOSS
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
HJ REED
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
TOM RITCHIE
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
TINA WALKER
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
ANGELA KOUPLEN
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$481,527TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$21,957TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AETNA LIFE INSURANCE COMPANYBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7247-0213AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19170ZIPCd
FieldValueIRS element (for citing)
ServicesHEALTH INSURANCEServicesDesc
Compensation$154,108CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Membership Dues$1,123,808MembershipDuesAmt
Related Organizations$1,117,144RelatedOrganizationsAmt
All Other Contributions$744,756AllOtherContributionsAmt
Total Contributions$2,985,708TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ALUMNI CENTER FEES900099$229,124$229,124
GRANDPARENT UNIVERSITY900099$131,612$131,612
TRAVEL900099$108,442$108,442
HOMECOMING900099$38,077$38,077
AWARD CEREMONIES900099$15,735$15,735

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,840TotalRevenueColumnAmt
Related Or Exempt Func Income$1,840RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$524,830TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$77,448TotalRevenueColumnAmt
Exclusion$77,448ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$272,650TotalRevenueColumnAmt
Exclusion$272,650ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,430,000SecuritiesAmt
Other$930OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,268,006SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$161,994SecuritiesAmt
Other$930OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$162,924TotalRevenueColumnAmt
Exclusion$162,924ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
AFFINITY PROGRAMS900099$199,463$199,463
OTHER900099$4,830$4,830

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$165,430TotalRevenueColumnAmt
Unrelated Business Revenue$165,430UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$369,723OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,393,283TotalRevenueColumnAmt
Related Or Exempt Func Income$729,123RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$165,430UnrelatedBusinessRevenueAmt
Exclusion$513,022ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$469,837TotalAmt
Management And General$469,837ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$948,964TotalAmt
Program Services$497,272ProgramServicesAmt
Management And General$201,870ManagementAndGeneralAmt
Fundraising$249,822FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$116,396TotalAmt
Management And General$116,396ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$102,652TotalAmt
Program Services$78,440ProgramServicesAmt
Management And General-$17,021ManagementAndGeneralAmt
Fundraising$41,233FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$97,344TotalAmt
Program Services$32,849ProgramServicesAmt
Management And General$46,531ManagementAndGeneralAmt
Fundraising$17,964FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$104,068TotalAmt
Management And General$104,068ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$160,779TotalAmt
Program Services$30,119ProgramServicesAmt
Management And General$124,887ManagementAndGeneralAmt
Fundraising$5,773FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$165,235TotalAmt
Program Services$49,208ProgramServicesAmt
Management And General$36,239ManagementAndGeneralAmt
Fundraising$79,788FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$98,574TotalAmt
Program Services$42,079ProgramServicesAmt
Management And General$56,396ManagementAndGeneralAmt
Fundraising$99FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$35,113TotalAmt
Program Services$5,775ProgramServicesAmt
Management And General$29,338ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$20,000TotalAmt
Management And General$20,000ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$83,236TotalAmt
Program Services$34,473ProgramServicesAmt
Management And General$35,172ManagementAndGeneralAmt
Fundraising$13,591FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$44,218TotalAmt
Program Services$8,854ProgramServicesAmt
Management And General$35,364ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$7,043TotalAmt
Management And General$7,043ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$341TotalAmt
Management And General$341ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$129,481TotalAmt
Program Services$52,611ProgramServicesAmt
Management And General$60,685ManagementAndGeneralAmt
Fundraising$16,185FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$43,281TotalAmt
Management And General$43,281ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
CHAPTERS$475,598$475,598
AWARDS$195,484$195,484
GPU$187,880$187,880
RELATIONS$155,002$144,151$10,851

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$381,808TotalAmt
Program Services$316,890ProgramServicesAmt
Management And General$45,556ManagementAndGeneralAmt
Fundraising$19,362FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,022,334TotalAmt
Program Services$2,151,683ProgramServicesAmt
Management And General$1,426,834ManagementAndGeneralAmt
Fundraising$443,817FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$934,061BOYAmt
EOY$919,088EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$63,653BOYAmt
EOY$20,568EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$37,191BOYAmt
EOY$49,273EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$15,453,707LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,757,840LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$10,074,693BOYAmt
EOY$9,695,867EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$15,619,683BOYAmt
EOY$14,622,166EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$19,100BOYAmt
EOY$19,100EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$26,748,381BOYAmt
EOY$25,326,062EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$305,585BOYAmt
EOY$338,532EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$200,000BOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$20,773BOYAmt
EOY$27,915EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$48,709BOYAmt
EOY$12,991EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$575,067BOYAmt
EOY$379,438EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$26,173,314BOYAmt
EOY$24,946,624EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,173,314BOYAmt
EOY$24,946,624EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,748,381BOYAmt
EOY$25,326,062EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$370,949ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$770,055NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$827,584OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,397,312CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,397,045CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,631,584CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,182,483CurrentTaxYearMinus1YearAmt
Current Tax Year$2,985,708CurrentTaxYearAmt
Total$12,594,132TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,397,312CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,397,045CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,631,584CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,182,483CurrentTaxYearMinus1YearAmt
Current Tax Year$2,985,708CurrentTaxYearAmt
Total$12,594,132TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$12,594,132PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,193,107CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,152,631CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,042,491CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$521,005CurrentTaxYearMinus1YearAmt
Current Tax Year$350,098CurrentTaxYearAmt
Total$4,259,332TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$123,584CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$148,230CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$183,138CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$242,606CurrentTaxYearMinus1YearAmt
Current Tax Year$205,223CurrentTaxYearAmt
Total$902,781TotalAmt
FieldValueIRS element (for citing)
Total Support$17,756,245TotalSupportAmt
Gross Receipts Rltd Activities$1,964,948GrossReceiptsRltdActivitiesAmt
Public Support CY1700.70930PublicSupportCY170Pct
Public Support PY1700.67480PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Other ActivitiesYes (1)OtherActivitiesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationWE LOBBY INDIRECTLY BY CONTACTING OUR MEMBERS AND ASKING THEM TO CALL THEIR REPRESENTATIVE TO VOTE FOR LEGISLATION THAT BENEFITS OSU OR TO VOTE AGAINST LEGISLATION THAT DETRACTS FROM OSU.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab0InclEscrowCustodialAcctLiabInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,362,518OtherCostOrOtherBasisAmt
Depreciation$5,757,840DepreciationAmt
Book Value$7,604,678BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,091,189OtherCostOrOtherBasisAmt
Book Value$2,091,189BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$9,695,867TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescINVESTMENTSDesc
Book Value$14,622,166BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$14,622,166TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt$3,623,228TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$770,055NetUnrealizedGainsInvstAmt
Revenue Not Reported-$770,055RevenueNotReportedAmt
Revenue Subtotal$4,393,283RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,393,283TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,849,916TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$827,582OtherExpensesIncludedAmt
Expenses Not Reported$827,582ExpensesNotReportedAmt
Expenses Subtotal$4,022,334ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,022,334TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART XII, LINE 2D - OTHER ADJUSTMENTS:FormAndLineReferenceDesc
Explanation990-T EXPENSES 827,582.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1OKLAHOMA STATE UNIVERSITY FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 S MONROE STAddressLine1Txt
CitySTILLWATERCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74074ZIPCd
FieldValueIRS element (for citing)
ActivityASSISTING IN FUNDRAISING EFFORTSActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$440,884GrossReceiptsAmt
Retained By Contractor$30,087RetainedByContractorAmt
Net To Organization$410,797NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$440,884TotalGrossReceiptsAmt
Total Retained By Contractors$30,087TotalRetainedByContractorsAmt
Total Net To Organization$410,797TotalNetToOrganizationAmt
Licensed StatesOKLicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART I, LINE 2B, COLUMN (V)FormAndLineReferenceDesc
ExplanationPAYMENTS TO FUNDRAISER WERE FOR SERVICES PROVIDED BY OKLAHOMA STATE UNIVERSITY FOUNDATION TO THE OKLAHOMA STATE UNIVERSITY ALUMNI ASSOCIATION IN REGARD TO THE FUNDRAISING EFFORTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCHRIS BATCHELDERPersonNm
TitlePRESIDENT-CEOTitleTxt
Base Compensation Filing Org$165,897BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$16,940BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$15,541DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$6,416NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$204,794TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3INDEPENDENT COMPENSATION CONSULTANT IS USED TO COMPARE SALARIES TO OTHER LIKE ORGANIZATIONS, ALONG WITH THE COMPENSATION SURVEY OR STUDY. THE BOARD IS THEN GIVEN THE RESULTS TO APPROVE.
PART II (D)HEALTH INSURANCE, LIFE INSURANCE, AD&D AND LONG TERM DISABILITY.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3DELEGATION OF ACCOUNTING SERVICES TO REGIER, CARR & MONROE LLP.
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION HAS MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7ATHE ORGANIZATION HAS MEMBERS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7BTHE DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBERS THROUGH THE OFFICERS AND BOARD OF DIRECTORS WHOM THEY ELECT.
FORM 990, PART VI, SECTION B, LINE 11NO REVIEW WILL BE CONDUCTED.
FORM 990, PART VI, SECTION B, LINE 12CMEMBERS OF THE BOARD OF DIRECTORS, BOARD COMMITTEES AND KEY EMPLOYEES ARE COVERED BY THE POLICY. PRIOR TO EACH MEETING, EACH MEMBER IS REQUESTED TO DISCLOSE ANY ACTUAL OR PERCEIVED CONFLICT OF INTEREST BASED UPON THE AGENDA OF THE MEETING. THE MEMBER THAT HAS OR PERCEIVED TO HAVE A CONFLICT MUST LEAVE THE ROOM DURING THE DISCUSSION OF AND MAY NOT VOTE ON THE ACTION FOR WHICH THE CONFLICT EXISTS.
FORM 990, PART VI, SECTION B, LINE 15LEADERSHIP COMMITTEE OF THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE PRESIDENT AND REVIEWS AND APPROVES THE COMPENSATION FOR OTHER KEY EMPLOYEES BASED UPON MANAGEMENTS RECOMMENDATIONS.
FORM 990, PART VI, SECTION C, LINE 19THE DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:EXPENSES ON 990-T -827,582. OTHER -2.
FORM 990, PART XII, LINE 2C:THERE HAS BEEN NO CHANGE IN THE REVIEW PROCESS FROM THE PRIOR YEAR.