OKLAHOMA STATE UNIVERSITY FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- OKLAHOMA STATE UNIVERSITY FOUNDATION (EIN 73-6097060)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-13
- IRS object ID
- 201631349349307418
- Schema version
- 2014v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T16:22:34-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 Park Ave Suite 2850 | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 736097060 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA STATE UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DONNA KOEPPE | InCareOfNm |
| Business Name Control | OKLA | BusinessNameControlTxt |
| Phone | 4053855100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1749 | AddressLine1Txt |
| City | STILLWATER | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74076 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Donna Koeppe | PersonNm |
| Person Title | VP & TREASURER | PersonTitleTxt |
| Phone | 4053855100 | PhoneNum |
| Signature | 2016-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE L STEWART | PreparerPersonNm |
| PTIN | P01646944 | PTIN |
| Phone | 4052396411 | PhoneNum |
| Preparation | 2016-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DONNA KOEPPE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1749 | AddressLine1Txt |
| City | STILLWATER | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74076 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $285,136,707 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OSUGIVING.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | UNITING DONOR AND UNIVERSITY PASSIONS AND PRIORITIES TO ACHIEVE EXCELLENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 205 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $447,936 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $371,952 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $87,244,853 | PYContributionsGrantsAmt |
| CY Contributions Grants | $93,220,534 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,960,184 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,692,707 | CYProgramServiceRevenueAmt |
| PY Investment Income | $57,429,497 | PYInvestmentIncomeAmt |
| CY Investment Income | $43,963,819 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,426,826 | PYOtherRevenueAmt |
| CY Other Revenue | $1,320,934 | CYOtherRevenueAmt |
| PY Total Revenue | $150,061,360 | PYTotalRevenueAmt |
| CY Total Revenue | $142,197,994 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,407,100 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,051,210 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,905,491 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,435,527 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,794,764 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $1,945,601 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $15,030,251 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $68,331,103 | PYOtherExpensesAmt |
| CY Other Expenses | $49,838,457 | CYOtherExpensesAmt |
| PY Total Expenses | $94,438,458 | PYTotalExpensesAmt |
| CY Total Expenses | $79,270,795 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $55,622,902 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $62,927,199 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $859,915,917 | TotalAssetsBOYAmt |
| Total Assets EOY | $892,097,587 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $59,771,926 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $57,910,480 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $800,143,991 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $834,187,107 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITING DONOR AND UNIVERSITY PASSIONS AND PRIORITIES TO ACHIEVE EXCELLENCE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $19,069,103 | ExpenseAmt |
| Grant | $25,438 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | INTERCOLLEGIATE ATHLETICS INCLUDES THE EXPENDITURE OF FUNDS DONATED FOR THE BENEFIT OF MEN'S AND WOMEN'S ATHLETIC PROGRAMS AT OKLAHOMA STATE UNIVERSITY, INCLUDING ACADEMIC ENRICHMENT FOR STUDENT ATHLETES, BUDGET SUPPORT FOR SPECIFIC TEAM SPORTS AND GENERAL BUDGET SUPPORT FOR THE INTERCOLLEGIATE ATHLETIC DEPARTMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $29,631,381 | ExpenseAmt |
| Grant | $14,955,069 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | GENERAL UNIVERSITY SUPPORT INCLUDES THE EXPENDITURE OF FUNDS DONATED FOR STUDENT SCHOLARSHIPS AND THE TRANSFER OF ALL GIFTS-IN-KIND DONATED TO THE UNIVERSITY. THESE FUNDS ALSO SUPPORT PROGRAMS THAT SUSTAIN OVERALL UNIVERSITY PURPOSES AND OBJECTIVES AND IMPROVE QUALITY OF STUDENT LIFE SUCH AS ACADEMIC AFFAIRS, INTERNATIONAL AND DIVERSITY STUDIES, RESIDENTIAL LIFE, STUDENT AFFAIRS, AND OTHER INSTRUCTIVE PROGRAMS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,213,078 | ExpenseAmt |
| Grant | $8,950 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | ENDOWED FACULTY AND LECTURESHIP INCLUDES THE EXPENDITURE OF FUNDS IN ENDOWMENTS ESTABLISHED TO SUPPORT BOARD APPOINTED DEPARTMENT CHAIRS AND PROFESSORSHIPS AND THEIR RELATED ACTIVITIES. EXPENDITURES ARE INTENDED TO SUPPORT TEACHING, RESEARCH, AND SCHOLARSHIP, AND INCLUDE EXPENDITURES FOR SALARY, STUDENT SUPPORT, RESEARCH, CONFERENCE PARTICIPATION, CURRICULUM, LECTURESHIPS, AND OTHER DEVELOPMENTAL ACTIVITIES WITHIN EACH COLLEGE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,093,453 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $61,753 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $57,007,015 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 228 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 205 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | Yes (true) | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA KOEPPE | PersonNm |
| Phone | 4053855100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1749 | AddressLine1Txt |
| City | STILLWATER | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74076 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| DAVID KYLE | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JERRY CLACK | |||||||||
| Immediate Past Chair | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LYNDON C TAYLOR | |||||||||
| VICE CHAIR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BRYAN CLOSE | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL GREENWOOD | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER GRIGSBY | |||||||||
| Chair | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID HOLSTED | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KIRK JEWELL | |||||||||
| PRESIDENT AND CEO | 50.0 | 2.0 | Yes (X) | $432,397 | $0 | $49,582 | Yes (X) | ||
| STEVEN JORNS | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN LINEHAN | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BILL PATTERSON | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS WHITE | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN GROENDYKE | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JERRY WINCHESTER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH ADAMS | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARK ALLEN | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK COBB | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PHIL TERRY | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAY WIESE | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| HELEN HODGES | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID HOUSTON | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| AJ JACQUES | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| STEVE TUTTLE | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DONNA KOEPPE | |||||||||
| VP ADMINISTRATION & TREASURER | 50.0 | 0.0 | $188,950 | $0 | $45,772 | Yes (X) | |||
| BRANDON MEYER | |||||||||
| SR ASSOC ATHL DIR&LEGAL COUNSL | 50.0 | 0.0 | $233,476 | $0 | $52,176 | Yes (X) | |||
| KEN SIGMON | |||||||||
| VP DEVELOPMENT | 50.0 | 0.0 | $236,100 | $0 | $35,286 | Yes (X) | |||
| Robyn Baker | |||||||||
| Interim VP Gen. Counsel & Sec. | 50.0 | 0.0 | $105,049 | $0 | $34,724 | Yes (X) | |||
| RYAN TIDWELL | |||||||||
| MANAGING DIRECTOR INVESTMENTS | 50.0 | 0.0 | $213,972 | $0 | $42,012 | Yes (X) | |||
| JOHN DAVID MAYS | |||||||||
| SR ASSOC VP GIFT PLANNING | 50.0 | 0.0 | $162,186 | $0 | $14,453 | Yes (X) | |||
| JAMES BERSCHEIDT | |||||||||
| SR VP MARKETING&COMMUNICATIONS | 50.0 | 0.0 | $163,058 | $0 | $18,390 | Yes (X) | |||
| LARRY REECE | |||||||||
| Sr Assoc Athl Dir-Development | 50.0 | 0.0 | $153,090 | $0 | $44,590 | Yes (X) | |||
| Paula Voyles | |||||||||
| SR ASSOC VP-CONSTITUENCY PROG. | 50.0 | 0.0 | $174,783 | $0 | $25,074 | Yes (X) | |||
| DEBRA ENGLE | |||||||||
| FORMER OFFICER | 40.0 | 0.0 | $268,525 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,331,586 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $362,059 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 29 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEE SCHEDULE O GENERAL STATEMENT 7 | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Address | ContractorAddress | |
| Compensation | $1,077,314 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,706,624 | FundraisingAmt |
| Related Organizations | $1,000,050 | RelatedOrganizationsAmt |
| All Other Contributions | $90,513,860 | AllOtherContributionsAmt |
| Noncash Contributions | $12,519,023 | NoncashContributionsAmt |
| Total Contributions | $93,220,534 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DEVELOPMENT FEES | 561000 | $3,502,662 | $3,502,662 |
| INVESTMENT MANAGEMENT FEE | 561000 | $190,045 | $190,045 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,692,707 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,542,360 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $447,936 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,094,424 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,463,680 | TotalRevenueColumnAmt |
| Exclusion | $1,463,680 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $37,987 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $37,987 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,987 | TotalRevenueColumnAmt |
| Exclusion | $37,987 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $178,714,197 | SecuritiesAmt |
| Other | $3,699 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $142,072,139 | SecuritiesAmt |
| Other | $224,298 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,642,058 | SecuritiesAmt |
| Other | -$220,599 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,421,459 | TotalRevenueColumnAmt |
| Exclusion | $36,421,459 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $246,919 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,706,624 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $576,838 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$329,919 | TotalRevenueColumnAmt |
| Exclusion | -$329,919 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $63,598 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $65,438 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,840 | TotalRevenueColumnAmt |
| Exclusion | -$1,840 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $151,026 | TotalRevenueColumnAmt |
| Exclusion | $151,026 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $151,026 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $142,197,994 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,692,707 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $447,936 | UnrelatedBusinessRevenueAmt |
| Exclusion | $44,836,817 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,051,210 | TotalAmt |
| Program Services | $15,051,210 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,386,699 | TotalAmt |
| Management And General | $376,850 | ManagementAndGeneralAmt |
| Fundraising | $1,009,849 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,567 | TotalAmt |
| Management And General | $40,000 | ManagementAndGeneralAmt |
| Fundraising | $241,567 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,474,525 | TotalAmt |
| Management And General | $2,534,559 | ManagementAndGeneralAmt |
| Fundraising | $6,939,966 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $744,788 | TotalAmt |
| Management And General | $205,174 | ManagementAndGeneralAmt |
| Fundraising | $539,614 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,162,040 | TotalAmt |
| Management And General | $373,817 | ManagementAndGeneralAmt |
| Fundraising | $788,223 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $637,324 | TotalAmt |
| Management And General | $152,650 | ManagementAndGeneralAmt |
| Fundraising | $484,674 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,094 | TotalAmt |
| Management And General | $16,866 | ManagementAndGeneralAmt |
| Fundraising | $7,228 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,780 | TotalAmt |
| Management And General | $232,780 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $694,185 | TotalAmt |
| Fundraising | $694,185 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,492,655 | TotalAmt |
| Management And General | $1,492,655 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,958 | TotalAmt |
| Management And General | $187,155 | ManagementAndGeneralAmt |
| Fundraising | $80,803 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,149,767 | TotalAmt |
| Management And General | $218,117 | ManagementAndGeneralAmt |
| Fundraising | $931,650 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $869,464 | TotalAmt |
| Management And General | $10,447 | ManagementAndGeneralAmt |
| Fundraising | $859,017 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,029 | TotalAmt |
| Management And General | $64,297 | ManagementAndGeneralAmt |
| Fundraising | $223,732 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587,907 | TotalAmt |
| Management And General | $227,602 | ManagementAndGeneralAmt |
| Fundraising | $360,305 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,775,546 | TotalAmt |
| Management And General | $249,009 | ManagementAndGeneralAmt |
| Fundraising | $1,526,537 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,872 | TotalAmt |
| Management And General | $56,946 | ManagementAndGeneralAmt |
| Fundraising | $106,926 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,968 | TotalAmt |
| Management And General | $149,380 | ManagementAndGeneralAmt |
| Fundraising | $234,588 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,910 | TotalAmt |
| Management And General | $82,523 | ManagementAndGeneralAmt |
| Fundraising | $1,387 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| INTERCOLLEGIATE ATHLETICS | $19,043,665 | $19,043,665 | ||
| GENERAL UNIVERSITY SUPPORT | $14,676,312 | $14,676,312 | ||
| ENDOWED FACULTY & LECTURES | $4,204,128 | $4,204,128 | ||
| UBI TAXES PAID | $562,702 | $562,702 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,031,700 | TotalAmt |
| Program Services | $4,031,700 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,270,795 | TotalAmt |
| Program Services | $57,007,015 | ProgramServicesAmt |
| Management And General | $7,233,529 | ManagementAndGeneralAmt |
| Fundraising | $15,030,251 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,349,702 | BOYAmt |
| EOY | $3,531,815 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,597,424 | BOYAmt |
| EOY | $56,729,112 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,744,822 | BOYAmt |
| EOY | $6,867,038 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,374 | BOYAmt |
| EOY | $63,107 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,173,877 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,274,080 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,332,529 | BOYAmt |
| EOY | $10,899,797 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $773,017,394 | BOYAmt |
| EOY | $796,135,184 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,000 | BOYAmt |
| EOY | $412,450 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,031,626 | BOYAmt |
| EOY | $1,286,263 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,785,046 | BOYAmt |
| EOY | $16,172,821 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $859,915,917 | BOYAmt |
| EOY | $892,097,587 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,932,202 | BOYAmt |
| EOY | $4,691,988 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,462,353 | BOYAmt |
| EOY | $15,648,182 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,971,460 | BOYAmt |
| EOY | $23,315,392 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,405,911 | BOYAmt |
| EOY | $14,254,918 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,771,926 | BOYAmt |
| EOY | $57,910,480 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,807,323 | BOYAmt |
| EOY | $223,697,839 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,079,905 | BOYAmt |
| EOY | $164,970,733 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,256,763 | BOYAmt |
| EOY | $445,518,535 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $800,143,991 | BOYAmt |
| EOY | $834,187,107 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $859,915,917 | BOYAmt |
| EOY | $892,097,587 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $62,927,199 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$26,661,266 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,222,817 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $100,003,997 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $97,357,712 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,578,664 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,244,853 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,220,534 | CurrentTaxYearAmt |
| Total | $458,405,760 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $100,003,997 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $97,357,712 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,578,664 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,244,853 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,220,534 | CurrentTaxYearAmt |
| Total | $458,405,760 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,049,363 | SubstantialContributorsTotAmt |
| Public Support Total170 | $449,356,397 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,083,607 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,082,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,814,448 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,562,726 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,044,027 | CurrentTaxYearAmt |
| Total | $46,587,258 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $304,794 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $478,699 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $351,187 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $129,176 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $151,026 | CurrentTaxYearAmt |
| Total | $1,414,882 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $506,407,900 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $18,086,501 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88734 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80817 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 7 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 0 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $40,000 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $0 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $33,552 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $0 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,350,693 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $0 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $579,420,910 | BeginningYearBalanceAmt |
| Contributions | $17,055,354 | ContributionsAmt |
| Investment Earnings Or Losses | $15,866,595 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,839,102 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,794,915 | OtherExpendituresAmt |
| Administrative Expenses | $10,349,419 | AdministrativeExpensesAmt |
| End Year Balance | $581,359,423 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $517,206,101 | BeginningYearBalanceAmt |
| Contributions | $13,221,379 | ContributionsAmt |
| Investment Earnings Or Losses | $76,839,604 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,991,445 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,048,881 | OtherExpendituresAmt |
| Administrative Expenses | $9,805,848 | AdministrativeExpensesAmt |
| End Year Balance | $579,420,910 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $452,171,108 | BeginningYearBalanceAmt |
| Contributions | $21,853,423 | ContributionsAmt |
| Investment Earnings Or Losses | $66,414,469 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,111,248 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,891,453 | OtherExpendituresAmt |
| Administrative Expenses | $7,230,198 | AdministrativeExpensesAmt |
| End Year Balance | $517,206,101 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $456,110,209 | BeginningYearBalanceAmt |
| Contributions | $19,193,105 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,752,234 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,098,631 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,990,176 | OtherExpendituresAmt |
| Administrative Expenses | $7,291,165 | AdministrativeExpensesAmt |
| End Year Balance | $452,171,108 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $334,830,858 | BeginningYearBalanceAmt |
| Contributions | $40,233,768 | ContributionsAmt |
| Investment Earnings Or Losses | $96,873,947 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,988,621 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,842,003 | OtherExpendituresAmt |
| Administrative Expenses | $5,997,740 | AdministrativeExpensesAmt |
| End Year Balance | $456,110,209 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.26980 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.73020 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,702,712 | OtherCostOrOtherBasisAmt |
| Book Value | $3,702,712 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,393,834 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,242,111 | DepreciationAmt |
| Book Value | $4,151,723 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,589,152 | OtherCostOrOtherBasisAmt |
| Depreciation | $618,688 | DepreciationAmt |
| Book Value | $970,464 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,743,098 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,413,281 | DepreciationAmt |
| Book Value | $329,817 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,745,081 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $1,745,081 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,899,797 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD ON BEHALF OF OSU | $5,212,975 |
| OBLIGATIONS UNDER SPLIT INT AGMT | $9,041,943 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,254,918 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $120,530,127 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$26,661,266 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $399,009 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $6,049,535 | OtherRevenueAmt |
| Revenue Not Reported | -$20,212,722 | RevenueNotReportedAmt |
| Revenue Subtotal | $140,742,849 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,995,968 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$540,823 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,455,145 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $142,197,994 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $78,212,819 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $399,009 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $538,983 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $937,992 | ExpensesNotReportedAmt |
| Expenses Subtotal | $77,274,827 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,995,968 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,995,968 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $79,270,795 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SUPPLEMENTAL INFORMATION 1: EXPLANATION OF ESCROW ARRANGEMENT | SCHEDULE D, PART IV, LINE 2B: THE FOUNDATION IS A CUSTODIAN FOR ASSETS HELD IN CONJUNCTION WITH AN AGENCY AGREEMENT BETWEEN THE FOUNDATION AND COWBOY ATHLETICS, INC. (COWBOY ATHLETICS) TO HOLD AND SAFE KEEP ASSETS IN A CUSTODIAL ACCOUNT TO SERVE AS COLLATERAL FOR A LOAN AGREEMENT BETWEEN COWBOY ATHLETICS AND A 3RD PARTY LENDER. COWBOY ATHLETICS MAY MAKE WRITTEN REQUESTS TO THE FOUNDATION, WITH NOTICE TO THE LENDER, TO TRANSFER ASSETS TO COWBOY ATHLETICS. |
| SUPPLEMENTAL INFORMATION 2: INTENDED USES OF ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4: ENDOWMENTS ARE INVESTED FOR LONG TERM GROWTH AND THEY SUPPORT OKLAHOMA STATE UNIVERSITY BY PROVIDING AN ANNUAL SPENDING ALLOCATION. |
| SUPPLEMENTAL INFORMATION 3: FIN 48 FOOTNOTE | SCHEDULE D, PART X, LINE 2: THE ASC PROVIDES GUIDANCE ON THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS GUIDANCE REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. MANAGEMENT EVALUATES THE FOUNDATION'S TAX POSITIONS AND HAS CONCLUDED THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS ENDED ON OR BEFORE JUNE 30, 2011. |
| SUPPLEMENTAL INFORMATION 4 | SCHEDULE D, PART XI Line 2D DESCRIPTION AMOUNT -------------------- ------------- REVENUE FROM SUPPORTING ORGANIZATION ENTITY 8,272,352 WRITE OFF PLEDGES (2,222,817) ------------- TOTAL 6,049,535 |
| Schedule D, Part XI | Line 4B DESCRIPTION AMOUNT -------------------- ------------- SINGLE MEMBER LLC ACTIVITY - NOT ON AUDIT (1,840) RECLASSIFICATION OF SPECIAL EVENT EXPENSES (576,838) RECLASSIFICATION OF TAX REFUNDS 37,303 RECLASSIFICATION OF CHARITABLE LEGACY FUND DISTRIB. 552 ------------- TOTAL (540,823) |
| Schedule D, Part XII | Line 2D DESCRIPTION AMOUNT -------------------- ------------- RECLASSIFICATION OF SPECIAL EVENT EXPENSES 576,838 RECLASSIFICATION OF TAX REFUNDS (37,303) RECLASSIFICATION OF CHARITABLE LEGACY FUND DISTRIB. (552) ------------- TOTAL 538,983 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | N/A | $365,646,463 |
| East Asia and the Pacific | 0 | 0 | Investments | N/A | $2,511,943 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | N/A | $34,225,278 |
| North America | 0 | 0 | Investments | N/A | $6,468,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $408,852,653 | SubtotalSpentAmt |
| Total Spent | $408,852,653 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (6 entries)
| ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt | Gross ReceiptsGrossReceiptsAmt |
|---|---|---|---|---|
| BENTZ WHALEY FLESSNER | ||||
| CAMPAIGN FEASIBILITY | false | $91,129 | -$91,129 | |
| RUFFALO CODY LLC | ||||
| FUNDRAISING | false | $509,523 | $11,520,298 | $12,029,821 |
| DONOR RELATIONS GURU | ||||
| CONSULTING | false | $7,145 | -$7,145 | |
| JIM L ANDERSON | ||||
| CONSULTING | false | $25,000 | -$25,000 | |
| G BARRY EPPERLY | ||||
| CONSULTING | false | $60,000 | -$60,000 | |
| DEBRA C ENGLE CONSULTING | ||||
| CONSULTING | false | $281,567 | -$281,567 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $12,029,821 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $974,364 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $11,055,457 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Stately Affair | Event1Nm |
| Gross Receipts Event1 | $510,436 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $491,503 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $18,933 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,854 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $43,318 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $26,340 | OtherDirectExpensesEvent1Amt |
| Event2 | Paint Town Orge | Event2Nm |
| Gross Receipts Event2 | $258,801 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $210,391 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $48,410 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $6,142 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $8,827 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $28,576 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 12 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,184,306 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,004,730 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $179,576 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $24,255 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $178,576 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $258,950 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,953,543 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,706,624 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $246,919 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $32,251 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $230,721 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $313,866 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $576,838 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$329,919 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA STATE UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207A WHITEHURST HALL | AddressLine1Txt |
| City | STILLWATER | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 736017987 | RecipientEIN |
| IRC Section | 115 | IRCSectionDesc |
| Cash Grant | $15,051,210 | CashGrantAmt |
| Purpose Of Grant | SCHOLARSHIPS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE OSU FOUNDATION PROVIDES SCHOLARSHIP REIMBURSEMENTS TO OKLAHOMA STATE UNIVERSITY TO REIMBURSE EXPENSES ACCORDING TO DONOR INTENT. ADEQUATE DOCUMENTATION OF EXPENDITURES IS REQUIRED PRIOR TO DISBURSEMENT OF FUNDS. RECORDS OF THESE TRANSACTIONS ARE MAINTAINED AT THE OSU FOUNDATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KIRK JEWELL | ||||||||||||||
| PRESIDENT AND CEO | $339,371 | $0 | $70,200 | $0 | $22,826 | $0 | $29,900 | $0 | $19,682 | $0 | $481,979 | $0 | $0 | $0 |
| DONNA KOEPPE | ||||||||||||||
| VP ADMINISTRATION & TREASURER | $154,808 | $0 | $17,700 | $0 | $16,442 | $0 | $22,426 | $0 | $23,346 | $0 | $234,722 | $0 | $0 | $0 |
| BRANDON MEYER | ||||||||||||||
| SR ASSOC ATHL DIR&LEGAL COUNSL | $189,756 | $0 | $20,200 | $0 | $23,520 | $0 | $25,796 | $0 | $26,380 | $0 | $285,652 | $0 | $0 | $0 |
| KEN SIGMON | ||||||||||||||
| VP DEVELOPMENT | $198,178 | $0 | $20,000 | $0 | $17,922 | $0 | $18,096 | $0 | $17,190 | $0 | $271,386 | $0 | $0 | $0 |
| RYAN TIDWELL | ||||||||||||||
| MANAGING DIRECTOR INVESTMENTS | $170,728 | $0 | $36,200 | $0 | $7,044 | $0 | $19,290 | $0 | $22,722 | $0 | $255,984 | $0 | $0 | $0 |
| JOHN DAVID MAYS | ||||||||||||||
| SR ASSOC VP GIFT PLANNING | $131,830 | $0 | $18,405 | $0 | $11,951 | $0 | $12,212 | $0 | $2,241 | $0 | $176,639 | $0 | $0 | $0 |
| JAMES BERSCHEIDT | ||||||||||||||
| SR VP MARKETING&COMMUNICATIONS | $121,932 | $0 | $17,450 | $0 | $23,676 | $0 | $14,096 | $0 | $4,294 | $0 | $181,448 | $0 | $0 | $0 |
| DEBRA ENGLE | ||||||||||||||
| FORMER OFFICER | $250,200 | $0 | $0 | $0 | $18,325 | $0 | $0 | $0 | $0 | $0 | $268,525 | $0 | $0 | $0 |
| LARRY REECE | ||||||||||||||
| Sr Assoc Athl Dir-Development | $129,245 | $0 | $14,701 | $0 | $9,144 | $0 | $18,510 | $0 | $26,080 | $0 | $197,680 | $0 | $0 | $0 |
| Paula Voyles | ||||||||||||||
| SR ASSOC VP-CONSTITUENCY PROG. | $147,439 | $0 | $21,000 | $0 | $6,344 | $0 | $13,277 | $0 | $11,797 | $0 | $199,857 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | TRAVEL FOR COMPANIONS IS AUTHORIZED FOR OFFICERS AND DEVELOPMENT PERSONNEL FOR FUNDRAISING AND DONOR CULTIVATION PURPOSES. ALL RELATED TRAVEL OF COMPANIONS IS INCLUDED IN TAXABLE COMPENSATION. SOCIAL CLUB DUES AND EXPENSES ARE ALLOWED FOR QUALIFIED ENTERTAINMENT FOR DONOR CULTIVATION PURPOSES. ANY PERSONAL USE IS INCLUDED IN TAXABLE COMPENSATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 49 | ContributionCnt |
| Noncash Contributions Rpt F990 | $295,011 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $68,355 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $21,564 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Boats And Planes BoatsAndPlanesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,450 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 108 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,237,220 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | HIGH/LOW | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $370,800 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Net Asset Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $406,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (7 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | CATTLE | 9 | $45,800 | APPRAISAL |
| Yes (X) | EQUIPMENT | 396 | $899,464 | COST |
| Yes (X) | EVENT TICKETS | 28 | $21,599 | COST |
| Yes (X) | HORSES | 12 | $148,752 | APPRAISAL |
| Yes (X) | SOFTWARE | 1 | $1 | COST |
| Yes (X) | MINERAL INTEREST | 2 | $2 | FAIR MARKET VALUE |
| Yes (X) | LIFE INSURANCE | 5 | $5 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 19 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SUPPLEMENTAL INFORMATION 1 | SCHEDULE M, PART I, LINE 32B: USE OF THIRD PARTIES OUTSIDE CONSULTANTS AND FUNDRAISERS CAN ACCEPT NON-CASH GIFTS IN KIND. |
| SUPPLEMENTAL INFORMATION 2 | PART I, COLUMN B: THE NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF INDIVIDUAL CONTRIBUTIONS RECEIVED. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| GENERAL STATEMENT 1 | FORM 990, PART III, LINE 4D: OTHER PROGRAM EXPENSES INCLUDE EXPENDITURES TO SUPPORT OKLAHOMA STATE UNIVERSITY'S LIBRARY AND ITS PROGRAMS, SUPPORT FOR FACILITIES AND EQUIPMENT AND FOR REASEARCH CONDUCTED BY THE UNIVERSITY. DESCRIPTION EXPENSE GRANTS REVENUES OTHER 4,093,453 61,753 0 |
| GENERAL STATEMENT 2 | FORM 990, PART VI, SECTION A, LINE 7A: THE OSU FOUNDATION HAS MEMBERS THAT ARE REFERRED TO IN THE ORGANIZATION'S BYLAWS AS GOVERNORS. ANY INDIVIDUAL PAST OR CURRENT DONOR TO THE OSU FOUNDATION MAY BE ELECTED AS A GOVERNOR OF THE OSU FOUNDATION. SUGGESTIONS FOR NOMINATIONS OF A GOVERNOR CANDIDATE SHALL BE SUBMITTED BY THE GOVERNANCE COMMITTEE TO THE FULL BOARD OF TRUSTEES; A MAJORITY VOTE OF THE TRUSTEES SHALL BE REQUIRED FOR A NOMINEE TO BE ELECTED AS GOVERNOR. A MEETING OF THE GOVERNORS SHALL BE HELD ANNUALLY ON A DATE TO BE FIXED BY THE BOARD OF TRUSTEES. AT EACH MEETING, TRUSTEES SHALL BE ELECTED BY THE BOARD OF GOVERNORS, REPORTS OF AFFAIRS OF THE CORPORATION SHALL BE CONSIDERED, AND ANY OTHER BUSINESS MAY BE TRANSACTED WHICH IS WITHIN THE POWERS OF THE GOVERNORS TO TRANSACT. |
| GENERAL STATEMENT 3 | FORM 990, PART VI, SECTION B, LINE 11B: A DRAFT FORM 990 IS PREPARED BY THE OSU FOUNDATION AND IS REVIEWED BY AN OUTSIDE ACCOUNTING FIRM. THE OSU FOUNDATION PROVIDES AN ELECTRONIC COPY OF THE FORM 990 TO EACH MEMBER OF ITS GOVERNING BODY VIA EMAIL PRIOR TO A REGULARLY SCHEDULED AUDIT COMMITTEE MEETING. A PRINCIPAL PURPOSE OF THE SPRING AUDIT COMMITTEE MEETING IS A REVIEW AND DISCUSSION OF THE FORM 990 AND ATTACHMENTS. IF ANY CHANGES ARE NEEDED, THE FORM 990 IS UPDATED AND AN UPDATED, FINAL COPY IS PROVIDED TO EACH MEMBER OF THE GOVERNING BODY PRIOR TO FILING. |
| GENERAL STATEMENT 4 | FORM 990, PART VI, SECTION B, LINE 12C: ANNUALLY, ALL MEMBERS OF THE BOARD OF DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A QUESTIONNAIRE THAT IS USED TO IDENTIFY RELATIONSHIPS AND CIRCUMSTANCES THAT COULD GIVE RISE TO A CONFLICT OF INTEREST. THE AUDIT COMMITTEE HAS THE RESPONSIBILITY FOR OVERSIGHT OF THE PROCESS SET OUT IN THE CONFLICT OF INTEREST POLICY, INCLUDING (I) ANNUALLY MONITORING RESPONSES TO THE CONFLICT OF INTEREST QUESTIONNAIRE (II) COMMUNICATING POTENTIAL CONFLICTS OF INTEREST TO THE MANAGEMENT OF THE FOUNDATION AS APPROPRIATE AND (III) COMMUNICATING TO THE ORGANIZATION'S GOVERNANCE COMMITTEE ANY SUGGESTED CHANGES TO THE CONFLICT OF INTEREST POLICY. |
| GENERAL STATEMENT 5 | FORM 990, PART VI, SECTION B, LINE 15: THE COMPENSATION COMMITTEE (COMMITTEE) IS RESPONSIBLE FOR ENGAGING AN OUTSIDE COMPENSATION AND BENEFITS CONSULTANT TO DETERMINE THE COMPENSATION OF THE ORGANIZATION'S CEO, OTHER OFFICERS, AND EMPLOYEES. THE COMMITTEE SHALL ENSURE THE CONSULTANT IS INDEPENDENT AND THERE IS NO CONFLICT OF INTEREST. THE COMMITTEE RECEIVES AND RELIES PRIMARILY ON MARKET DATA PROVIDED BY ITS CONSULTANTS IN ASSESSING COMPENSATION FOR SENIOR OFFICERS. THE COMMITTEE MEETS ANNUALLY TO CONSIDER ALL ELEMENTS OF COMPENSATION, INCLUDING CONTRACTUAL BENEFITS THAT ARE NOT PART OF THE COMPENSATION PROCESS, DEFERRED COMPENSATION PLANS AND OTHER BENEFITS TO ENSURE THAT COMPENSATION IS REASONABLE AND DOES NOT CONSTITUTE "EXCESS BENEFITS". THE COMMITTEE ALSO REVIEWS AND APPROVES OTHER TYPES OF BENEFITS PROVIDED TO SENIOR OFFICERS IN A MANNER THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTION RULES. THE COMMITTEE REVIEWS THE GOALS AND OBJECTIVES THAT MAY BE RELEVANT TO THE COMPENSATION OF THE CEO. THE COMMITTEE ALSO REVIEWS AND APPROVES THE RECOMMENDATION OF THE CEO WITH REGARD TO THE COMPENSATION OF THE VICE PRESIDENTS OF THE FOUNDATION. THE ACTIONS OF THE COMMITTEE ARE RECORDED IN WRITTEN MINUTES THAT ARE CIRCULATED TO ALL COMMITTEE MEMBERS. FINAL DECISIONS BY THE COMMITTEE ARE REPORTED TO THE BOARD OF TRUSTEES ANNUALLY. |
| GENERAL STATEMENT 6 | PART VI, LINE 19: ALL GOVERNING DOCUMENTS INCLUDING THE ORGANIZATION'S BY-LAWS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| GENERAL STATEMENT 7 | PART VII, SECTION B: Ruffalo Cody LLC Consult, Mgmt, Fundr 510,401 65 Kirkwood North RD SW Cedar Rapids, IA 52406 Debra C Engle Consulting LLC Consulting 268,525 5620 W Garden Point Drive Stillwater, OK 74074 Blackbaud Inc Software & Consulting 198,038 2000 Daniel Island Dr Charleston, SC 29492 Giant Partners LLC Consulting 100,350 2575 Kelly Pointe Parkway Edmond, OK 73013 |
| GENERAL STATEMENT 8 | FORM 990, PART XI, LINE 9: OTHER CHANGES IN NET ASSETS OR FUND BALANCES WRITE-OFF OF PLEDGES $(2,222,817) |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| RANCHERS DINING LLC | |||||||||
| H103 SU | STILLWATER | OK | 74078 | 736097060 | DINING SVCS. | OK | $0 | $0 | OSU FDN |
| COWBOY DINING LLC | |||||||||
| H103 SU | STILLWATER | OK | 74078 | 736097060 | DINING SVCS. | OK | $63,598 | $40,360 | RANCHERS DIN |
| OSU FOUNDATION REAL ESTATE LLC | |||||||||
| P0 BOX 1749 | STILLWATER | OK | 74076 | 736097060 | PROG. SUPPORT | OK | $477,777 | $1,118,402 | OSU FDN |
| OSU STUDENT FOUNDATION LLC | |||||||||
| PO BOX 1749 | STILLWATER | OK | 74076 | 736097060 | PROG. SUPPORT | OK | $3,822 | $19,703 | OSU FDN |
| Pineapple Pete LLC | |||||||||
| 400 S Monroe | Stillwater | OK | 74074 | 736097060 | DINING SVCS. | OK | $3,315 | $0 | RANCHERS DIN |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR ENGINEERING AT OSU | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1749 | AddressLine1Txt |
| City | STILLWATER | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74076 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261124834 | EIN |
| Primary Activities | PROG. SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11 - I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSU FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR ENGINEERING AT OSU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $1,000,050 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments