2016-05-12T11:58:12-05:00 2015-06-30 480573184 REGIER CARR & MONROE LLP 4200 E SKELLY DRIVE SUITE 560 TULSA OK 74135 990 2014-07-01 731020684 OKLAHOMA STATE UNIVERSITY ALUMNI ASSOC OKLA 4057445550 201 CONOCOPHILLIPS STILLWATER OK 740787043 CHRIS BATCHELDER PRESIDENT 4057445550 2016-05-12 1 O BRENT CURRY CPA P01070081 9182715400 2016-05-12 2014 2016-08-17 19:52:53Z CHRIS BATCHELDER 201 CONOCOPHILLIPS STILLWATER OK 740787043 5424483 0 X N/A X 1956 OK THE 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. 16 16 33 400 174727 -521289 2631584 2182483 342378 392967 991439 988329 1143960 930258 5109361 4494037 0 0 0 0 1307404 1339322 0 0 377054 1841152 1715068 3148556 3054390 1960805 1439647 26398033 26748381 567575 575067 25830458 26173314 X THE 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. 0 0 141633 114360 GRANDPARENT 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. 106448 36235 HOMECOMING - 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. 50355 CHAPTERS- 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 300 EVENTS AT WHICH OVER 190,000 PEOPLE ATTENDED DURING THIS PAST FISCAL YEAR. CHAPTERS HAVE GIVEN SCHOLARSHIPS OF OVER $150,000 TO STUDENTS DURING THE CURRENT FISCAL YEAR. 1191351 484978 ALL OTHER PROGRAM SERVICES. 1191351 484978 1489787 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 33 1 1 1 0 0 0 0 1 1 0 0 X 16 16 0 1 1 0 1 1 1 1 1 0 1 1 0 1 1 1 0 0 1 1 0 OK X JACE DAWSON 4057445550 201 CONOCOPHILLIPS OSU ALUMNI STILLWATER OK 74078 LARRY G SHELL PAST PRESIDENT 50.00 X X 0 0 0 CHRIS BATCHELDER PRESIDENT-CEO 50.00 X X 182837 0 21957 JACE DAWSON VICE PRESIDENT-CSO 50.00 X X 127553 0 0 PATTIE HAGA VICE PRESIDENT-COO 50.00 X X 106304 0 0 PAM DAVIS VICE PRESIDENT-CPO 50.00 X X 64833 0 0 PHIL KENNEDY BOARD OF DIRECTORS 0.00 X 0 0 0 KENT GARDNER BOARD OF DIRECTORS 0.00 X 0 0 0 JENNIFER GRIGSBY BOARD OF DIRECTORS 0.00 X 0 0 0 TRECA BAETZ BOARD OF DIRECTORS 0.00 X 0 0 0 JAMES BOGGS BOARD OF DIRECTORS 0.00 X 0 0 0 GREGG BRADSHAW BOARD OF DIRECTORS 0.00 X 0 0 0 LARRY BRIGGS BOARD OF DIRECTORS 0.00 X 0 0 0 BILL DRAGOO BOARD OF DIRECTORS 0.00 X 0 0 0 JAMI LONGACRE BOARD OF DIRECTORS 0.00 X 0 0 0 TONY LOPRESTO BOARD OF DIRECTORS 0.00 X 0 0 0 MEL MARTIN BOARD OF DIRECTORS 0.00 X 0 0 0 TRAVIS MOSS BOARD OF DIRECTORS 0.00 X 0 0 0 HJ REED BOARD OF DIRECTORS 0.00 X 0 0 0 TOM RITCHIE BOARD OF DIRECTORS 0.00 X 0 0 0 TINA WALKER BOARD OF DIRECTORS 0.00 X 0 0 0 ANGELA KOUPLEN BOARD OF DIRECTORS 0.00 X 0 0 0 481527 0 21957 3 0 1 0 AETNA LIFE INSURANCE COMPANY PO BOX 7247-0213 PHILADELPHIA PA 19170 HEALTH INSURANCE 124176 REGIER CARR & MONROE LLP 4200 E SKELLY DR STE 560 TULSA OK 74135 ACCOUNTING 104761 2 1123961 859548 198974 2182483 ALUMNI CENTER FEES 900099 195015 195015 GRANDPARENT UNIVERSITY 900099 114360 114360 AWARD CEREMONIES 900099 41735 41735 HOMECOMING 900099 36235 36235 OTHER 900099 5622 5622 392967 137207 137207 383798 383798 1430000 578878 851122 851122 851122 480695 351568 129127 129127 AFFINITY PROGRAMS 900099 224372 224372 OTHER 900099 18234 18234 174727 174727 417333 4494037 635573 174727 1501254 X 481527 481527 607339 366967 40898 199474 81912 81912 92561 55945 2486 34130 75983 24122 37570 14291 99790 99790 152237 39048 112471 718 112837 20125 19839 72873 109179 61334 47782 63 23613 23613 20000 20000 84880 34608 31613 18659 29325 8200 21125 4792 4792 979 979 128335 55603 47065 25667 43600 43600 MISC 170780 125461 42851 2468 AWARDS 164595 164595 GPU 141633 141633 RELATIONS 118893 104992 13901 309600 287154 13735 8711 3054390 1489787 1187549 377054 703987 934061 239922 63653 109135 37191 15418935 5344242 10392036 10074693 14933853 15619683 19100 19100 26398033 26748381 215647 305585 300000 200000 18535 20773 33393 48709 567575 575067 X 25830458 26173314 25830458 26173314 26398033 26748381 X 1439647 -400775 -696016 X 0 1 X 0 0 X 4109657 2397312 2397045 2631584 2182483 13718081 4109657 2397312 2397045 2631584 2182483 13718081 13718081 1028965 1193107 1152631 1042491 521005 4938199 121584 168503 169099 134297 174727 768210 207552 123584 148230 183138 242606 905110 20329600 1699643 0.67480 0.43300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 PART II-B, LINE 1: WE 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. 0 0 13330974 5344242 7986732 2087961 2087961 10074693 INVESTMENTS 15619683 F 15619683 4093262 -400775 -400775 4494037 0 4494037 3750406 696016 696016 3054390 0 3054390 PART XII, LINE 2D - OTHER ADJUSTMENTS: 990-T EXPENSES 696,016. CHAPTERS 480695 480695 351568 480695 480695 351568 351568 129127 X X X 0 0 0 0 0 0 0 0 0 CHRIS BATCHELDER PRESIDENT-CEO 165897 0 16940 0 0 0 15541 0 6416 0 204794 0 0 0 PART I, LINE 3 INDEPENDENT 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. FORM 990, PART VI, SECTION A, LINE 3 DELEGATION OF ACCOUNTING SERVICES TO REGIER, CARR & MONROE LLP. FORM 990, PART VI, SECTION A, LINE 4 BYLAW REVISIONS AND UPDATES. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE 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 11 NO REVIEW WILL BE CONDUCTED. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS 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 15 LEADERSHIP 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 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 24E HOMECOMING: PROGRAM SERVICE EXPENSES 106,448. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 106,448. PRINTING: PROGRAM SERVICE EXPENSES 71,848. MANAGEMENT AND GENERAL EXPENSES 1,543. FUNDRAISING EXPENSES 3,880. TOTAL EXPENSES 77,271. STATE MAGAZINE: PROGRAM SERVICE EXPENSES 55,242. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 55,242. CHAPTERS: PROGRAM SERVICE EXPENSES 50,355. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,355. CATERING/FOOD SERVICE: PROGRAM SERVICE EXPENSES 2,661. MANAGEMENT AND GENERAL EXPENSES 12,142. FUNDRAISING EXPENSES 4,831. TOTAL EXPENSES 19,634. EQUIP RENTAL: PROGRAM SERVICE EXPENSES 600. MANAGEMENT AND GENERAL EXPENSES 50. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 650. FORM 990, PART XI, LINE 9: EXPENSES ON 990-T -696,016.