OKLAHOMA STATE UNIVERSITY FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- OKLAHOMA STATE UNIVERSITY FOUNDATION (EIN 73-6097060)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-08
- IRS object ID
- 201401289349301325
- Schema version
- 2012v2.3
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-08T12:07:01-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 Park Ave Suite 2850 | AddressLine1 |
| City | Oklahoma City | City |
| State | OK | State |
| ZIP Code | 73102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 736097060 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA STATE UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % BRANDON MEYER OSU FOUNDATIO | InCareOfName |
| Name Control | OKLA | NameControl |
| Phone | 4053855100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1749 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | STILLWATER | City |
| State | OK | State |
| ZIP Code | 74076 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONNA KOEPPE | Name |
| Title | VP & TREASURER | Title |
| Phone | 4053855100 | Phone |
| Date Signed | 2014-05-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4052396411 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KIRK JEWELL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1749 | AddressLine1 |
| City | STILLWATER | City |
| State | OK | State |
| ZIP Code | 74076 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 462368130 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OSUGIVING.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1961 | YearFormation |
| State Legal Domicile | OK | StateLegalDomicile |
| Activity Or Mission Description | UNITING DONOR AND UNIVERSITY PASSIONS AND PRIORITIES TO ACHIEVE EXCELLENCE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 179 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | -93383 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -155647 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 97357712 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 80578664 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2825606 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2849898 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 20141111 | InvestmentIncomePriorYear |
| Investment Income Current Year | 57361134 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1631757 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1345272 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 121956186 | TotalRevenuePriorYear |
| Total Revenue Current Year | 142134968 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 10235592 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 13183194 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10327027 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11675284 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 656459 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 610093 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 11632015 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 57099310 | OtherExpensePriorYear |
| Other Expenses Current Year | 60307078 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 78318388 | TotalExpensesPriorYear |
| Total Expenses Current Year | 85775649 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 43637798 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 56359319 | RevenuesLessExpensesCY |
| Total Assets BOY | 675382576 | TotalAssetsBOY |
| Total Assets EOY | 767283919 | TotalAssetsEOY |
| Total Liabilities BOY | 43333962 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 67314810 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 632048614 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 699969109 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | UNITING DONOR AND UNIVERSITY PASSIONS AND PRIORITIES TO ACHIEVE EXCELLENCE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 34329050 | Expense |
| Grants | 13532 | Grants |
| Description | INTERCOLLEGIATE ATHLETICS INCLUDES THE EXPENDITURES 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11182239 | Expense |
| Grants | 1238675 | Grants |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4574304 | Expense |
| Grants | 0 | Grants |
| Description | FACILITIES AND EQUIPMENT INCLUDES THE EXPENDITURE OF FUNDS DONATED FOR CAPITAL IMPROVEMENT OF THE UNIVERSITY CAMPUS'S, CONSTRUCTION OF NEW FACILITIES, RENOVATION OF EXISTING FACILITIES, FURNISHINGS AND PURCHASE OF CLASSROOM AND RESEARCH EQUIPMENT. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 17295130 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 11930987 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 67380723 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 200 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 179 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | true | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | true | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BRANDON MEYER OSU FOUNDATIO | NamePerson |
| Telephone Number | 4053855100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1749 | AddressLine1 |
| City | STILLWATER | City |
| State | OK | State |
| ZIP Code | 74076 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| DR BARRY POLLARD | |||||||||
| IMMEDIATE PAST CHAIR | 1.0 | X | 0 | 0 | 0 | ||||
| BRYAN CLOSE | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| ELLEN FLEMING | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| MICHAEL GREENWOOD | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JENNIFER GRIGSBY | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| DAVID HOLSTED | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JOHN LINEHAN | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JERRY WINCHESTER | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| SCOTT SEWELL | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| KENT DUNBAR | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| DENNIS WHITE | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| DAVID KYLE | |||||||||
| BOARD CHAIR | 1.0 | X | 0 | 0 | 0 | ||||
| JERRY CLACK | |||||||||
| VICE CHAIR | 1.0 | X | 0 | 0 | 0 | ||||
| STEVEN JORNS | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| BILL PATTERSON | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| KIRK JEWELL | |||||||||
| PRESIDENT AND CEO | 50.0 | X | 350859 | 0 | 51183 | 2.0 | X | ||
| JOHN GROENDYKE | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| DR CATHY JAMESON | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| DEBORAH ADAMS | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| MARK ALLEN | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| LYNDON C TAYLOR | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| PHIL TERRY | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JAY WIESE | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| DONNA KOEPPE | |||||||||
| VP ADMINISTRATION & TREASURER | 50.0 | 172832 | 0 | 40387 | X | ||||
| BRANDON MEYER | |||||||||
| VP AND GENERAL COUNSEL | 50.0 | 214509 | 0 | 41411 | X | ||||
| KEN SIGMON | |||||||||
| VP DEVELOPMENT | 50.0 | 228736 | 0 | 33146 | X | ||||
| DAVID LOYLESS | |||||||||
| ASSOC. VP - DEVELOPMENT | 50.0 | 160153 | 0 | 33231 | X | ||||
| LARRY REECE | |||||||||
| ASSOC. VP - DEVELOPMENT | 50.0 | 148167 | 0 | 33197 | X | ||||
| RYAN TIDWELL | |||||||||
| MANAGING DIRECTOR INVESTMENTS | 50.0 | 148634 | 0 | 28352 | X | ||||
| DIANE CRANE | |||||||||
| SR ASSOC VP DEVELOPMENT | 50.0 | 145114 | 0 | 24059 | X | ||||
| JOHN DAVID MAYS | |||||||||
| SR ASSOC VP GIFT PLANNING | 50.0 | 147702 | 0 | 26674 | X | ||||
| PAT MOLINE | |||||||||
| FORMER OFFICER | 0.0 | 156000 | 0 | 0 | X | ||||
| DEBRA ENGLE | |||||||||
| FORMER OFFICER | 40.0 | 295373 | 0 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2168079 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 311640 | TotalOtherCompensation |
| Number Individuals GT100 K | 23 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SEE SCHEDULE O GENERAL STATEMENT 7 | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Of Contractor | AddressOfContractor | |
| Compensation | 1247837 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Fundraising Events | 1058588 | FundraisingEvents |
| Related Organizations | 500038 | RelatedOrganizations |
| All Other Contributions | 79020038 | AllOtherContributions |
| Noncash Contributions | 6039002 | NoncashContributions |
| Total Contributions | 80578664 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| DEVELOPMENT FEES | 561000 | 2168837 | 2168837 |
| INVESTMENT MANAGEMENT FEES | 561000 | 681061 | 681061 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2849898 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8645787 | TotalRevenueColumn |
| Unrelated Business Revenue | -93383 | UnrelatedBusinessRevenue |
| Exclusion | $8,739,170 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 950837 | TotalRevenueColumn |
| Exclusion | $950,837 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 264085 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 46260 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 217825 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 217825 | TotalRevenueColumn |
| Exclusion | $217,825 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 361972615 | Securities |
| Other | 6529304 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 317379601 | Securities |
| Other | 2406971 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 44593014 | Securities |
| Other | 4122333 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 48715347 | TotalRevenueColumn |
| Exclusion | $48,715,347 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 189967 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1058588 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 361616 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -171649 | TotalRevenueColumn |
| Exclusion | -$171,649 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 35787 | GrossSalesOfInventory |
| Cost Of Goods Sold | 38714 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2927 | TotalRevenueColumn |
| Exclusion | -$2,927 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 351186 | TotalRevenueColumn |
| Exclusion | $351,186 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 351186 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 142134968 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2849898 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -93383 | UnrelatedBusinessRevenue |
| Exclusion | $58,799,789 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13183194 | Total |
| Program Services | 13183194 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1180007 | Total |
| Management And General | 314390 | ManagementAndGeneral |
| Fundraising | 865617 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 295395 | Total |
| Management And General | 39000 | ManagementAndGeneral |
| Fundraising | 256395 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7917556 | Total |
| Management And General | 2250577 | ManagementAndGeneral |
| Fundraising | 5666979 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 567796 | Total |
| Management And General | 174856 | ManagementAndGeneral |
| Fundraising | 392940 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1142361 | Total |
| Management And General | 379554 | ManagementAndGeneral |
| Fundraising | 762807 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 572169 | Total |
| Management And General | 151961 | ManagementAndGeneral |
| Fundraising | 420208 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22350 | Total |
| Management And General | 15645 | ManagementAndGeneral |
| Fundraising | 6705 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 224540 | Total |
| Management And General | 224540 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 610093 | Total |
| Fundraising | 610093 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1523681 | Total |
| Management And General | 1523681 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 263918 | Total |
| Management And General | 263918 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 780090 | Total |
| Management And General | 240290 | ManagementAndGeneral |
| Fundraising | 539800 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 656094 | Total |
| Management And General | 278458 | ManagementAndGeneral |
| Fundraising | 377636 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 274659 | Total |
| Management And General | 103436 | ManagementAndGeneral |
| Fundraising | 171223 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 458063 | Total |
| Management And General | 173957 | ManagementAndGeneral |
| Fundraising | 284106 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1196068 | Total |
| Management And General | 299230 | ManagementAndGeneral |
| Fundraising | 896838 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130597 | Total |
| Management And General | 53803 | ManagementAndGeneral |
| Fundraising | 76794 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 490120 | Total |
| Management And General | 186246 | ManagementAndGeneral |
| Fundraising | 303874 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89369 | Total |
| Management And General | 89369 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| INTERCOLLEGIATE ATHLETICS | 34315518 | 34315518 |
| GENERAL UNIVERSITY SUPPORT | 11182239 | 11182239 |
| ENDOWED FACULTY/LECTURESHIP | 2724184 | 2724184 |
| UBIT TAXES PAID | 54314 | 54314 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5921274 | Total |
| Program Services | 5921274 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85775649 | Total |
| Program Services | 67380723 | ProgramServices |
| Management And General | 6762911 | ManagementAndGeneral |
| Fundraising | 11632015 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9177447 | BOY |
| EOY | 4159553 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38097 | BOY |
| EOY | 38193 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60649757 | BOY |
| EOY | 47954800 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5866077 | BOY |
| EOY | 6328431 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12199 | BOY |
| EOY | 14698 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 12400171 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5431411 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7084128 | BOY |
| EOY | 6968760 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 574440448 | BOY |
| EOY | 683882800 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3000 | BOY |
| EOY | 3000 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6256049 | BOY |
| EOY | 4466238 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11855374 | BOY |
| EOY | 13467446 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 675382576 | BOY |
| EOY | 767283919 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5575579 | BOY |
| EOY | 11248075 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5378500 | BOY |
| EOY | 13341891 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17675320 | BOY |
| EOY | 26087043 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14704563 | BOY |
| EOY | 16637801 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43333962 | BOY |
| EOY | 67314810 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142964043 | BOY |
| EOY | 165500937 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102963590 | BOY |
| EOY | 115708234 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 386120981 | BOY |
| EOY | 418759938 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 632048614 | BOY |
| EOY | 699969109 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 675382576 | BOY |
| EOY | 767283919 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 56359319 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 22258451 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -10697275 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 73555878 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 114051677 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 100003997 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 97357712 | CurrentTaxYearMinus1Year |
| Current Tax Year | 80578664 | CurrentTaxYear |
| Total | 465547928 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 73555878 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 114051677 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 100003997 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 97357712 | CurrentTaxYearMinus1Year |
| Current Tax Year | 80578664 | CurrentTaxYear |
| Total | 465547928 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 30195818 | AmountsSubstContributorsTotal |
| Public Support Total170 | 435352110 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5424323 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21205578 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6083607 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8082450 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9814448 | CurrentTaxYear |
| Total | 50610406 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 666018 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1055151 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 304794 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 478699 | CurrentTaxYearMinus1Year |
| Current Tax Year | 351187 | CurrentTaxYear |
| Total | 2855849 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 519014183 | TotalSupport |
| Gross Receipts From Admissions Etc | 35157949 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.83881 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.69686 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 7 | NumberDAFsHeld |
| Donor Advised Contributions | 110000 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 258000 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 1504986 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 452171108 | BeginningOfYearBalance |
| Contributions | 21853423 | Contributions |
| Investment Earnings Or Losses | 66414469 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7111248 | GrantsOrScholarships |
| Other Expenditures | 8891453 | OtherExpenditures |
| Administrative Expenses | 7230198 | AdministrativeExpenses |
| End Of Year Balance | 517206101 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 456110209 | BeginningOfYearBalance |
| Contributions | 19193105 | Contributions |
| Investment Earnings Or Losses | -2752234 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7098631 | GrantsOrScholarships |
| Other Expenditures | 5990176 | OtherExpenditures |
| Administrative Expenses | 7291165 | AdministrativeExpenses |
| End Of Year Balance | 452171108 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 334830858 | BeginningOfYearBalance |
| Contributions | 40233768 | Contributions |
| Investment Earnings Or Losses | 96873947 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4988621 | GrantsOrScholarships |
| Other Expenditures | 4842003 | OtherExpenditures |
| Administrative Expenses | 5997740 | AdministrativeExpenses |
| End Of Year Balance | 456110209 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 306543751 | BeginningOfYearBalance |
| Contributions | 10887934 | Contributions |
| Investment Earnings Or Losses | 29112800 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3052700 | GrantsOrScholarships |
| Other Expenditures | 3560664 | OtherExpenditures |
| Administrative Expenses | 5100263 | AdministrativeExpenses |
| End Of Year Balance | 334830858 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 459430797 | BeginningOfYearBalance |
| Contributions | 18340364 | Contributions |
| Investment Earnings Or Losses | -154787840 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5545444 | GrantsOrScholarships |
| Other Expenditures | 5237347 | OtherExpenditures |
| Administrative Expenses | 5656779 | AdministrativeExpenses |
| End Of Year Balance | 306543751 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.23000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.77000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7137673 | OtherCostOrOtherBasis |
| Depreciation | 1876668 | Depreciation |
| Book Value | 5261005 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1216129 | OtherCostOrOtherBasis |
| Depreciation | 454216 | Depreciation |
| Book Value | 761913 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3484620 | OtherCostOrOtherBasis |
| Depreciation | 3100527 | Depreciation |
| Book Value | 384093 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 561749 | OtherCostOrOtherBasis |
| Book Value | 561749 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6968760 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FUNDS HELD ON BEHALF OF OSU | $6,920,892 |
| OBLIGATIONS UNDER SPLIT INT AGMT | $9,716,909 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 16637801 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 193710119 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 22258452 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 225323 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 30204254 | OtherRevenues |
| Revenue Not Rptd F990 | 52688029 | RevenueNotRptdF990 |
| Revenue Subtotal | 141022090 | RevenueSubtotal |
| Investment Expenses Not Included | 1523681 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -410803 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1112878 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 142134968 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 84885169 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 225323 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 407878 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 633201 | ExpensesNotRptdF990 |
| Expenses Subtotal | 84251968 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 1523681 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 1523681 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 85775649 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SUPPLEMENTAL INFORMATION 1: EXPLANATION OF ESCROW ARRANGEMENT | 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 REQUEST TO THE FOUNDATION, WITH NOTICE TO THE LENDER, TO TRANSFER ASSETS TO COWBOY ATHLETICS. |
| SUPPLEMENTAL INFORMATION 2: INTENDED USES OF ENDOWMENT FUNDS | 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 | PART X, ACCOUNTING FOR CERTAIN TAX POSITIONS: | 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, 2009. |
| SCHEDULE D, PART XI: | LINE 2D | DESCRIPTION AMOUNT ------------ ------------ WRITE OFF OF PLEDGES $(10,697,275) REVENUE FROM SUPPORTING ORGANIZATION ENTITY $ 40,901,529 ------------- TOTAL $ 30,204,254 |
| PART XI: | LINE 4B | DESCRIPTION AMOUNT ------------ ------------ RECLASSIFICATION OF CROP INCOME/EXPENSES $( 46,262) RECLASSIFICATION OF SPECIAL EVENT EXPENSES $(361,616) SINGLE MEMBER LLC ACTIVITY - NOT ON AUDIT $( 2,925) ------------ TOTAL $(410,803) |
| SCHEDULE D, PART XII: | LINE 2D | DESCRIPTION AMOUNT ------------ ------------ RECLASSIFICATION OF CROP INCOME/EXPENSES $ 46,262 RECLASSIFICATION OF SPECIAL EVENT EXPENSES $ 361,616 ------------ TOTAL $ 407,878 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (6 entries)
| Name Of IndividualNameOfIndividual | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|
| BENTZ WHALEY FLESSNER | CAMPAIGN FEASIBILITY | false | 0 | 16895 | -16895 |
| RUFFALO CODY LLC | FUNDRAISING | false | 10777700 | 451186 | 10326514 |
| BOBBY CURTIS HAMM | CONSULTING | false | 0 | 77252 | -77252 |
| DEBRA C ENGLE CONSULTING | CONSULTING | false | 0 | 256395 | -256395 |
| GOODEN GROUP | PUBLIC RELATIONS | false | 0 | 14270 | -14270 |
| JIM L ANDERSON | CONSULTING | false | 0 | 50000 | -50000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 10777700 | TotalGrossReceipts |
| Total Retained By Contractors | 865998 | TotalRetainedByContractors |
| Total Net To Organization | 9911702 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | A STATELY AFFAI | NameOfEvent1 |
| Gross Receipts Event1 | 383083 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 357110 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 25973 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 709 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 26104 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 36270 | OtherDirectExpensesEvent1 |
| Name Of Event2 | WINE FORUM OF O | NameOfEvent2 |
| Gross Receipts Event2 | 172525 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 144215 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 28310 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 22607 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 44611 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 24184 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 11 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 692946 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 557262 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 135684 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 4203 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 102404 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 100524 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1248554 | GrossReceiptsTotal |
| Charitable Contributions Total | 1058587 | CharitableContributionsTotal |
| Gross Revenue Total Events | 189967 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 27519 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 173119 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 160978 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 361616 | DirectExpenseSummaryEvents |
| Net Income Summary | -171649 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA STATE UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207A WHITEHURST HALL | AddressLine1 |
| City | STILLWATER | City |
| State | OK | State |
| ZIP Code | 73078 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 736017987 | EINOfRecipient |
| IRC Section | 115 | IRCSection |
| Amount Of Cash Grant | 13183194 | AmountOfCashGrant |
| Purpose Of Grant | SCHOLARSHIPS | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS | Identifier |
| Return Reference | PART I, LINE 2 | ReturnReference |
| 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KIRK JEWELL | ||||||||||||||
| PRESIDENT AND CEO | 268756 | 0 | 60000 | 0 | 22103 | 0 | 28750 | 0 | 22433 | 0 | 402042 | 0 | 0 | 0 |
| DONNA KOEPPE | ||||||||||||||
| VP ADMINISTRATION & TREASURER | 136445 | 0 | 25000 | 0 | 11387 | 0 | 20470 | 0 | 19917 | 0 | 213219 | 0 | 0 | 0 |
| BRANDON MEYER | ||||||||||||||
| VP AND GENERAL COUNSEL | 164783 | 0 | 25000 | 0 | 24726 | 0 | 18400 | 0 | 23011 | 0 | 255920 | 0 | 0 | 0 |
| PAT MOLINE | ||||||||||||||
| FORMER OFFICER | 156000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 156000 | 0 | 0 | 0 |
| DAVID LOYLESS | ||||||||||||||
| ASSOC. VP - DEVELOPMENT | 124756 | 0 | 30159 | 0 | 5238 | 0 | 10983 | 0 | 22248 | 0 | 193384 | 0 | 0 | 0 |
| LARRY REECE | ||||||||||||||
| ASSOC. VP - DEVELOPMENT | 128385 | 0 | 13750 | 0 | 6032 | 0 | 17394 | 0 | 15803 | 0 | 181364 | 0 | 0 | 0 |
| KEN SIGMON | ||||||||||||||
| VP DEVELOPMENT | 201190 | 0 | 11000 | 0 | 16546 | 0 | 11132 | 0 | 22014 | 0 | 261882 | 0 | 0 | 0 |
| RYAN TIDWELL | ||||||||||||||
| MANAGING DIRECTOR INVESTMENTS | 114996 | 0 | 28804 | 0 | 4834 | 0 | 10356 | 0 | 17996 | 0 | 176986 | 0 | 0 | 0 |
| DIANE CRANE | ||||||||||||||
| SR ASSOC VP DEVELOPMENT | 103550 | 0 | 18490 | 0 | 23074 | 0 | 9704 | 0 | 14355 | 0 | 169173 | 0 | 0 | 0 |
| JOHN DAVID MAYS | ||||||||||||||
| SR ASSOC VP GIFT PLANNING | 121519 | 0 | 18216 | 0 | 7967 | 0 | 8432 | 0 | 18242 | 0 | 174376 | 0 | 0 | 0 |
| DEBRA ENGLE | ||||||||||||||
| FORMER OFFICER | 295373 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 295373 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SUPPLEMENTAL INFORMATION 1: | PART 1, LINE 1A: COMPANION TRAVEL & SOCIAL CLUB DUES: | 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. |
| SUPPLEMENTAL INFORMATION 2 | SCHEDULE J, PART 1, LINE 4 | DURING THE FISCAL YEAR 2013, PAT MOLINE RECEIVED SEVERANCE IN THE AMOUNT OF $39,000. THE TERMS OF THE SEVERANCE AGREEMENT INCLUDE MONTHLY PAYMENTS FOR ONE YEAR, BEGINNING SEPT 2011 AND ENDING AUGUST 2012. PAYMENTS OF $156,000 MADE IN CALENDAR YEAR 2012, WERE REPORTED IN THE EMPLOYEES 2012 FORM W-2. IN JUNE 2013, THE FOUNDATION PURCHASED PAT MOLINE'S HOME UNDER THE SEPARATION AGREEMENT FOR THE APPRAISED FAIR MARKET VALUE OF $214,700. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 45 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 411242 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 23650 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoods |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 72712 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Boats And Planes BoatsAndPlanes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 64 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3568567 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | HIGH/LOW | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | NONE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 489000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | EQUIPMENT | 783 | 664193 | COST |
| X | HORSES | 13 | 659000 | APPRAISAL |
| X | EVENT TICKETS | 32 | 30569 | COST |
| X | SOFTWARE | 6 | 120000 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 60 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE M, PART I, LINE 32B: USE OF THIRD PARTIES | Identifier |
| Explanation | AS PART OF BUILDING CAPITAL CAMPAIGN, OUTSIDE CONSULTANTS AND FUNDRAISERS CAN ACCEPT NON-CASH GIFTS IN KIND. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| GENERAL STATEMENT 1 | PART III, LINE 4D: | OTHER PROGRAM SERVICES INCLUDE EXPENDITURES TO SUPPORT OKLAHOMA STATE UNIVERSITY'S LIBRARY AND ITS PROGRAMS, SUPPORT FOR ENDOWED FACULTY POSITIONS AND FOR RESEARCH CONDUCTED BY THE UNIVERSITY. THESE EXPENDITURES ALSO FUND A SIGNIFICANT AMOUNT OF UNIVERSITY AWARDS AND SCHOLARSHIPS AS NOTED IN SCHEDULE I. DESCRIPTION EXPENSE GRANTS REVENUES OTHER 17,295,130 11,9630,987 0 |
| GENERAL STATEMENT 2 | PART VI, 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 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 | PART VI, LINE 11B: | THE OSU FOUNDATION PROVIDES AN ELECTRONIC COPY OF THE FORM 990 TO EACH MEMBER OF ITS AUDIT COMMITTEE VIA EMAIL PRIOR TO A REGULARLY SCHEDULED AUDIT COMMITTEE MEETING. A PRINCIPAL PURPOSE OF THE MEETING IS A REVIEW AND DISCUSSION OF THE FORM 990 AND ATTACHMENTS BEFORE THE FORM 990 IS DISTRIBUTED TO THE GOVERNING BODY. A FINAL COPY OF FORM 990 IS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING FORM 990. ADDITIONALLY, THE FOUNDATION'S FORM 990 IS REVIEWED BY AN OUTSIDE ACCOUNTING FIRM PRIOR TO FILING. |
| GENERAL STATEMENT 4 | PART VI, 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 COMMITTE 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 GOVERNING BODY AS APPROPRIATE AND (III) COMMUNICATING TO THE ORGANIZATION'S GOVERNANCE COMMITTEE ANY SUGGESTED CHANGES TO THE CONFLICT OF INTEREST POLICY. |
| GENERAL STATEMENT 5 | PART VI, LINE 15A & 15B: | 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 RELEVENT 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 ON ITS WEBSITE. |
| GENERAL STATEMENT 7 | PART VII: SECTION B. INDEPENDENT CONTRACTORS | RUFFALO CODY LLC CONSULTING, MANAGEMENT, AND FUNDRAISING $392,613 65 KIRKWOOD N. RD SW CEDAR RAPIDS, IA 52406 DEBRA ENGLE CONSULTING $295,373 5620 W GARDEN POINT DR. STILLWATER, OK 74074 WAYNE RUTHERFORD GENERAL CONTRACTOR INC CONSTRUCTION $212,662 219 CRUZ ALTA RD. TAOS, NM 87571 BLACKBAUD INC. SOFTWARE & CONSULTING $203,489 2000 DANIEL ISLAND DR. CHARLESTON, SC 29492 MANAGEMENT DEVELOPMENT SEARCH CONSULTING $141,700 102 DUCK CREEK LANE GEORGETOWN, TX 78633 TOTAL: 1,245,837 |
| GENERAL STATEMENT 8 | PART XI, LINE 9: OTHER CHANGES IN NET ASSETS OR FUND BALANCES | WRITE-OFF OF PLEDGES $(10,697,275) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| 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 | 35787 | 36466 | RANCHERS DIN |
| OSU FOUNDATION REAL ESTATE LLC | |||||||||
| PO BOX 1749 | STILLWATER | OK | 74076 | 736097060 | PROG. SUPPORT | OK | 18628 | 0 | OSU FDN |
| OSU STUDENT FOUNDATION LLC | |||||||||
| PO BOX 1749 | STILLWATER | OK | 74076 | 736097060 | PROG. SUPPORT | OK | 37225 | 15886 | OSU FDN |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR ENGINEERING AT OSU Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1749 | AddressLine1 |
| City | STILLWATER | City |
| State | OK | State |
| ZIP Code | 74076 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261124834 | EIN |
| Primary Activities | PROG. SUPPORT | PrimaryActivities |
| Legal Domicile State | OK | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11 - I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSU FDN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR ENGINEERING AT OSU INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 500108 | AmountInvolved |
| Method Of Amt Determination | FMV | MethodOfAmtDetermination |
Comments