OREGON STATE UNIVERSITY FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- OREGON STATE UNIVERSITY FOUNDATION (EIN 93-6022772)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-16
- IRS object ID
- 201340479349300119
- Schema version
- 2011v1.5
- 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 C
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
- Averaging Attachment
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-16T11:22:59-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOVER NEYHART & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 NW 9TH ST STE 408 | AddressLine1 |
| City | CORVALLIS | City |
| State | OR | State |
| ZIP Code | 973306169 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936022772 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON STATE UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OREG | NameControl |
| Phone | 5417378064 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 SW 35TH ST | AddressLine1 |
| City | CORVALLIS | City |
| State | OR | State |
| ZIP Code | 97333 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN SCHAUBLE | Name |
| Title | VICE PRESIDENT/CFO | Title |
| Phone | 5417378064 | Phone |
| Date Signed | 2013-02-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAWRENCE W STOVER JR CPA | Name |
| Phone | 5417541144 | Phone |
| Date Prepared | 2013-02-16 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 303317790 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.OSUFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1947 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | THE OSU FOUNDATION IS A 501(C)(3) NON-PROFIT CORPORATION CHARTERED TO RECEIVE, MANAGE AND ADMINISTER PRIVATE GIFTS TO SUPPORT OREGON STATE UNIVERSITY. PRIVATE SUPPORT DEEPENS THE UNIVERSITY'S IMPACT AND EXTENDS ITS REACH ACROSS THE STATE AND AROUND THE WORLD BY HELPING TO MAKE AN OSU EDUCATION ACCESSIBLE TO QUALIFIED STUDENTS. IT ALSO ALLOWS FACULTY, STAFF, AND STUDENTS TO PUSH THE FRONTIERS OF KNOWLEDGE, CONTRIBUTING TO THE STATE'S PROSPERITY AND ADDRESSING SOME OF THE MOST PRESSING CHALLENGES FACING OUR PLANET AND ITS PEOPLE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 41 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 41 | NbrIndependentVotingMembers |
| Total Nbr Employees | 140 | TotalNbrEmployees |
| Total Nbr Volunteers | 41 | TotalNbrVolunteers |
| Total Gross UBI | 5048 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 4048 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 66577654 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 65810983 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9837647 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12295882 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 19043349 | InvestmentIncomePriorYear |
| Investment Income Current Year | 24136386 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 6680184 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1821 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 102138834 | TotalRevenuePriorYear |
| Total Revenue Current Year | 102245072 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 18479156 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 20196080 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 10832769 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 42512051 | OtherExpensePriorYear |
| Other Expenses Current Year | 52374471 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 60991207 | TotalExpensesPriorYear |
| Total Expenses Current Year | 72570551 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 41147627 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 29674521 | RevenuesLessExpensesCY |
| Total Assets BOY | 563279789 | TotalAssetsBOY |
| Total Assets EOY | 571279168 | TotalAssetsEOY |
| Total Liabilities BOY | 37197022 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 41065509 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 526082767 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 530213659 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE OSU FOUNDATION IS A 501(C)(3) NON-PROFIT CORPORATION CHARTERED TO RECEIVE, MANAGE AND ADMINISTER PRIVATE GIFTS TO SUPPORT OREGON STATE UNIVERSITY. PRIVATE SUPPORT DEEPENS THE UNIVERSITY'S IMPACT AND EXTENDS ITS REACH ACROSS THE STATE AND AROUND THE WORLD BY HELPING TO MAKE AN OSU EDUCATION ACCESSIBLE TO QUALIFIED STUDENTS. IT ALSO ALLOWS FACULTY, STAFF, AND STUDENTS TO PUSH THE FRONTIERS OF KNOWLEDGE, CONTRIBUTING TO THE STATE'S PROSPERITY AND ADDRESSING SOME OF THE MOST PRESSING CHALLENGES FACING OUR PLANET AND ITS PEOPLE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 7577417 | Expense |
| Description | SCHOLARSHIPS & OTHER STUDENT SUPPORT: THE OSU FOUNDATION DISTRIBUTED THESE AMOUNTS TO THE UNIVERSITY IN FY12 TO SUPPORT STUDENTS THROUGH SCHOLARSHIPS, FELLOWSHIPS, AND OTHER AWARDS. THROUGH THE YEARS, DONORS HAVE CREATED OVER 1,800 UNIQUE SCHOLARSHIP AND FELLOWSHIP FUNDS OF VARIOUS TYPES AND AMOUNTS AT THE OSU FOUNDATION. THESE FUNDS HELP ENSURE THAT AN OSU EDUCATION IS ACCESSIBLE TO QUALIFIED STUDENTS, REGARDLESS OF ECONOMIC CIRCUMSTANCES, AND ALLOW THE UNIVERSITY TO RECRUIT AND RETAIN THE BEST AND BRIGHTEST STUDENTS FROM OREGON AND BEYOND. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11473609 | Expense |
| Description | CAPITAL PROGRAMS: THE OSU FOUNDATION DISTRIBUTED THESE AMOUNTS TO THE UNIVERSITY IN FY12 TO SUPPORT THE CONSTRUCTION & RENOVATION OF CAMPUS FACILITIES. PROJECTS IN FY12 INCLUDED THE RENOVATION OF FURMAN HALL, THE ICONIC 1902 BUILDING THAT NOW HOUSES THE COLLEGE OF EDUCATION, AND GROUNDBREAKING FOR A NEW BASKETBALL PRACTICE FACILITY. DONORS TO THE CAMPAIGN FOR OSU ARE MAKING POSSIBLE THE CONSTRUCTION OR RENOVATION OF 23 SUCH UNIVERSITY FACILITIES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 15576116 | Expense |
| Description | INSTRUCTION AND RESEARCH: THE OSU FOUNDATION DISTRIBUTED THESE AMOUNTS TO THE UNIVERSITY IN FY12 TO SUPPORT TEACHING & RESEARCH. WITH 109 ENDOWED FACULTY POSITIONS AT THE UNIVERSITY, DONORS TO THE OSU FOUNDATION PROVIDE CRITICALLY NEEDED PRIVATE FUNDS TO HELP RECRUIT & RETAIN WORLD-CLASS TALENT IN THE CLASSROOMS & LABS. DURING THE YEAR, FOUNDATION FUNDS HELPED SUPPORT OSU'S INTERNATIONALLY RENOWNED PROGRAMS IN OCEANOGRAPHY, FORESTRY, AND AG SCIENCES, AMONG OTHERS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 20276779 | Expense |
| Description | OSU FOUNDATION DISTRIBUTIONS ACCOUNTED FOR AS "OTHER PROGRAM SERVICES" INCLUDE SUPPORT FOR UNIVERSITY AND FOUNDATION OPERATIONS THAT ARE NOT SPECIFICALLY DESIGNATED AS DIRECT STUDENT, FACULTY, OR FACILITIES SUPPORT. AMONG THE INCLUDED DISTRIBUTIONS ARE UNRESTRICTED FUNDS FOR USE AT THE DISCRETION OF DEANS AND PROGRAM LEADERS, SUPPORT FOR INTERCOLLEGIATE ATHLETICS AND CLUB SPORTS, SUPPORT FOR THE LIBRARY AND OTHER CENTRAL SERVICE UNITS, LECTURE SERIES AND OTHER PUBLIC OUTREACH ACTIVITIES, AND ENDOWMENT MANAGEMENT AND OTHER TRANSACTIONAL FEES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 20276779 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 54903921 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | 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 | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | 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 | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 132 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 140 | 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 |
| Number Of8282 Filed | 3 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| 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 | 41 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 41 | 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 | false | 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 | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| 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 | OR | StatesWhereCopyOfReturnIsFiled |
| 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 | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | 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 | 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 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PATTI NOWAK | NamePerson |
| Telephone Number | 5417374922 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 SW 35TH STREET | AddressLine1 |
| City | CORVALLIS | City |
| State | OR | State |
| ZIP Code | 973334046 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (50 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| N CHRISTIAN ANDERSON | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| PENNY ATKINS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CELIA LEE AUSTIN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| STEPHEN BAILEY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| DAVID E BENSON | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| RUTH A BEYER | ||||||||
| CHAIR ELECT | 2.00 | X | 0 | 0 | 0 | X | ||
| CYNTHIA D CAMPBELL | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CARL M CASALE | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JAMES COLEMAN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JILL W EILAND | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| GAYLE FITZPATRICK | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| STEVE GOMO | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| KEN GRIGGS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| SCOTT HILDEBRANDT | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ERIC HOFFMAN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| WILLIAM M JABS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| EDMON R JENNINGS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MARK KRALJ | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| PAUL LORENZINI | ||||||||
| PAST CHAIR | 2.00 | X | 0 | 0 | 0 | X | ||
| ELISE F MCCLURE | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| SUE MCGRATH | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| PATRICK MENDENHALL | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| GREGORY MERTEN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| NATALIE GIUSTINA NEWLOVE | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| DIANE D PADDISON | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| TOD PERKINS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JAMES J PIRO | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| RODERICK RAY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| PATRICIA V RESER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| KEVIN M RUSSOMJR | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ERIC H SCHOENSTEIN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| GREG SERRURIER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| HARLEY SMITH | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| BOND STARKER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| PATRICK F STONE | ||||||||
| CHAIR | 2.00 | X | 0 | 0 | 0 | X | ||
| JUDITH WICKS STREET | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| DAVID THOMPSON | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| TOM TOOMEY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| TONY WILLIAMS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JAMES YOUDE | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| STEVEN A ZAMSKY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| LYNNE FULLERTON-BAHAM | ||||||||
| SECRETARY | 50.00 | 73049 | 0 | 21421 | X | |||
| J MICHAEL GOODWIN | ||||||||
| PRESIDNT/CEO | 50.00 | 389511 | 0 | 60528 | X | |||
| STEVEN SCHAUBLE | ||||||||
| CFO/TREAS | 50.00 | 193241 | 0 | 48556 | X | |||
| SHAWN SCOVILLE | ||||||||
| SENIOR VP | 50.00 | 304107 | 0 | 64044 | X | |||
| KEVIN HEANEY | ||||||||
| VP | 50.00 | 206988 | 0 | 54259 | X | |||
| KATHLEEN ANN KRUEGER | ||||||||
| SR DIR DEV - | 50.00 | 131657 | 0 | 42627 | X | |||
| DAN PETERSON | ||||||||
| ASSISTANT VP | 50.00 | 211473 | 0 | 49841 | X | |||
| H CAROL VANNATTA | ||||||||
| VP | 50.00 | 208256 | 0 | 44097 | X | |||
| ROBERT WESTLUND | ||||||||
| VP ATHLTCS(E | 50.00 | 160701 | 0 | 34992 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1878983 | TotalReportableCompFromOrg |
| Total Other Compensation | 420365 | TotalOtherCompensation |
| Number Individuals GT100 K | 34 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO INC | |||||
| 2423 E LINCOLN DR | PHOENIX | AZ | 85016 | INVESTMENT MGT. | 2488736 |
| SODEXO INC & AFFILIATES | |||||
| 1365 N ORCHARD SUITE 373 | BOISE | ID | 83706 | EVENT CATERING | 237148 |
| MERCER LLC | |||||
| PO BOX 730182 | DALLAS | TX | 753730182 | CONSULTING | 140000 |
| SPORTS AIR MANAGEMENT | |||||
| 2009 GRAFTON AV | HENDERSON | NV | 89074 | TRAVEL CHARTER | 137000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Membership Dues | 65245 | MembershipDues |
| Fundraising Events | 232308 | FundraisingEvents |
| All Other Contributions | 65513430 | AllOtherContributions |
| Noncash Contributions | 11392941 | NoncashContributions |
| Total Contributions | 65810983 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|
| MANAGEMENT FEES | 7731959 | 7731959 | |
| CONTRACT AGREEMENT WITH OSU | 3023854 | 3023854 | |
| FACILITY USAGE | 805812 | $805,812 | |
| REGISTRATION/CONFERENCE | 517073 | 517073 | |
| EVENTS | 193991 | 193991 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23193 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23193 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12295882 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12114645 | TotalRevenueColumn |
| Exclusion | $12,114,645 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 213094459 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 201072718 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12021741 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12021741 | TotalRevenueColumn |
| Exclusion | $12,021,741 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Business CodeBusinessCode | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MISCELLANEOUS INCOME | 739872 | $739,872 | ||
| UBI FROM PARTNERSHIP K-1S | 5048 | 900099 | 5048 | |
| ACCRUED ENDOWMENT POOL | -24577 | -$24,577 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -718522 | TotalRevenueColumn |
| Exclusion | -$718,522 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1821 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 102245072 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11490070 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 5048 | UnrelatedBusinessRevenue |
| Exclusion | $24,938,971 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1117747 | Total |
| Management And General | 324145 | ManagementAndGeneral |
| Fundraising | 793602 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15863652 | Total |
| Program Services | 8337312 | ProgramServices |
| Management And General | 2202606 | ManagementAndGeneral |
| Fundraising | 5323734 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1328826 | Total |
| Management And General | 365939 | ManagementAndGeneral |
| Fundraising | 962887 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1200975 | Total |
| Program Services | 53702 | ProgramServices |
| Management And General | 457964 | ManagementAndGeneral |
| Fundraising | 689309 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 684880 | Total |
| Management And General | 219123 | ManagementAndGeneral |
| Fundraising | 465757 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1067 | Total |
| Fundraising | 1067 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 308862 | Total |
| Program Services | 105114 | ProgramServices |
| Management And General | 203748 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139001 | Total |
| Management And General | 139001 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35000 | Total |
| Program Services | 35000 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1149576 | Total |
| Management And General | 1149576 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1196154 | Total |
| Program Services | 878493 | ProgramServices |
| Management And General | 44350 | ManagementAndGeneral |
| Fundraising | 273311 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 295540 | Total |
| Program Services | 202043 | ProgramServices |
| Fundraising | 93497 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 838296 | Total |
| Program Services | 596509 | ProgramServices |
| Management And General | 83403 | ManagementAndGeneral |
| Fundraising | 158384 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 284985 | Total |
| Program Services | 16667 | ProgramServices |
| Management And General | 207533 | ManagementAndGeneral |
| Fundraising | 60785 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1170880 | Total |
| Program Services | 81235 | ProgramServices |
| Management And General | 529839 | ManagementAndGeneral |
| Fundraising | 559806 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1976503 | Total |
| Program Services | 1504829 | ProgramServices |
| Management And General | 44190 | ManagementAndGeneral |
| Fundraising | 427484 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 481903 | Total |
| Program Services | 370053 | ProgramServices |
| Management And General | 20162 | ManagementAndGeneral |
| Fundraising | 91688 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 419769 | Total |
| Program Services | 368739 | ProgramServices |
| Management And General | 51030 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159301 | Total |
| Management And General | 159301 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103137 | Total |
| Program Services | 35964 | ProgramServices |
| Management And General | 67173 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CAPITAL OUTLAY LAND & BLD | 11325912 | 11325912 | |
| SPECIAL PROGRAM EXPENSES | 9033919 | 9028867 | 5052 |
| AWARDS AND SCHOLARSHIPS | 8346682 | 8346682 | |
| TRANS. OUT ENDOWMENT FEE | 4838694 | 4838694 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10269290 | Total |
| Program Services | 8778106 | ProgramServices |
| Management And General | 559726 | ManagementAndGeneral |
| Fundraising | 931458 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72570551 | Total |
| Program Services | 54903921 | ProgramServices |
| Management And General | 6833861 | ManagementAndGeneral |
| Fundraising | 10832769 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13160682 | BOY |
| EOY | 10508891 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54215432 | BOY |
| EOY | 44459938 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8904 | BOY |
| EOY | 477720 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5000 | BOY |
| EOY | 729750 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 187459 | BOY |
| EOY | 747091 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 16797686 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3996563 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9374529 | BOY |
| EOY | 12801123 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 247275649 | BOY |
| EOY | 268679541 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170515428 | BOY |
| EOY | 164979734 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68536706 | BOY |
| EOY | 67895380 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 563279789 | BOY |
| EOY | 571279168 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8077566 | BOY |
| EOY | 11888427 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 592819 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29119456 | BOY |
| EOY | 28584263 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37197022 | BOY |
| EOY | 41065509 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1717854 | BOY |
| EOY | -9717176 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 225664102 | BOY |
| EOY | 222739056 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 298700811 | BOY |
| EOY | 317191779 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 526082767 | BOY |
| EOY | 530213659 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 563279789 | BOY |
| EOY | 571279168 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 29674521 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -25543629 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 74160736 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 57040431 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 58010508 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 66431114 | CurrentTaxYearMinus1Year |
| Current Tax Year | 65578675 | CurrentTaxYear |
| Total | 321221464 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 74160736 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 57040431 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 58010508 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 66431114 | CurrentTaxYearMinus1Year |
| Current Tax Year | 65578675 | CurrentTaxYear |
| Total | 321221464 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 21413343 | AmountsSubstContributorsTotal |
| Public Support Total170 | 299808121 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6630895 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6689009 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8434373 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8822970 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10843312 | CurrentTaxYear |
| Total | 41420559 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 4048 | CurrentTaxYear |
| Total | 4048 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2887696 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3828439 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6249854 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8457003 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2328210 | CurrentTaxYear |
| Total | 23751202 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 386397273 | TotalSupport |
| Gross Receipts From Admissions Etc | 16695873 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.77590 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.80250 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed4955 Tax | false | Form4720Filed4955Tax |
| Correction Made | false | CorrectionMade |
| Form1120 Pol Filed | false | Form1120PolFiled |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 42158 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 42158 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 72528393 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 72570551 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720Filed |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1000000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,500,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 42158 | CurrentYear |
| Total | 42158 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 250000 | CurrentYear |
| Total | 250000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $375,000 | GrassrootsCeilingAmount |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
| Substantially All Dues Nondeduct | false | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | false | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | false | AgreeToCarryoverPriorYear |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 445818814 | BeginningOfYearBalance |
| Contributions | 25400516 | Contributions |
| Investment Earnings Or Losses | -9681821 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -5969991 | GrantsOrScholarships |
| Other Expenditures | -14633011 | OtherExpenditures |
| End Of Year Balance | 440934507 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 379601606 | BeginningOfYearBalance |
| Contributions | 22712792 | Contributions |
| Investment Earnings Or Losses | 62794733 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -5847492 | GrantsOrScholarships |
| Other Expenditures | -13442825 | OtherExpenditures |
| End Of Year Balance | 445818814 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 354858095 | BeginningOfYearBalance |
| Contributions | 15725969 | Contributions |
| Investment Earnings Or Losses | 27164546 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -4150571 | GrantsOrScholarships |
| Other Expenditures | -13996433 | OtherExpenditures |
| End Of Year Balance | 379601606 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 462432355 | BeginningOfYearBalance |
| Contributions | 21365157 | Contributions |
| Investment Earnings Or Losses | -115962870 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -4919844 | GrantsOrScholarships |
| Other Expenditures | -8056703 | OtherExpenditures |
| End Of Year Balance | 354858095 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.05890 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.71940 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.22170 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1427372 | OtherCostOrOtherBasis |
| Book Value | 1427372 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15370314 | OtherCostOrOtherBasis |
| Depreciation | 3996563 | Depreciation |
| Book Value | 11373751 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12801123 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (7 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PARTNERSHIPS | 87671613 | F |
| COMMINGLED FUNDS | 65525428 | F |
| MORTGAGES, NOTES, & CONTRACTS | 8322055 | F |
| OTHER | 2156319 | F |
| INVESTMENTS RECEIVABLE | 1062986 | F |
| INVESTMENT INCOME RECEIVABLE | 241333 | F |
| BLACK BALL TRANSPORT, INC. VOTING | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 164979734 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| SPLIT-INTEREST ASSETS | 54450715 |
| CHARITABLE TRUST HELD OUTSIDE | 12278093 |
| ARTWORK AND OTHER ASSETS | 1166572 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 67895380 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| TRUST LIABILITY | $18,850,435 |
| GIFT ANNUITY LIABILITY | $7,507,386 |
| PAYROLL LIABILITIES | $1,271,027 |
| OTHER LIABILITIES | $955,415 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 28584263 | TotalOfAmounts |
| Total Revenue | 102245072 | TotalRevenue |
| Total Expenses | 72570551 | TotalExpenses |
| Excess Or Deficit For Year | 29674521 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -24915867 | NetUnrealizedGLOnInvestments |
| Other | -$627,762 | OtherAmount |
| Total Adjustments | -25543629 | TotalAdjustments |
| Excess Or Deficit Per FS | 4130892 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 80852838 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -24915867 | NetUnrealizedGainsInvestments |
| Other Revenues | 3523633 | OtherRevenues |
| Revenue Not Rptd F990 | -21392234 | RevenueNotRptdF990 |
| Revenue Subtotal | 102245072 | RevenueSubtotal |
| Total Revenue Per Form990 | 102245072 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 76721946 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 4151395 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 4151395 | ExpensesNotRptdF990 |
| Expenses Subtotal | 72570551 | ExpensesSubtotal |
| Total Expenses Per Form990 | 72570551 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USES FOR ENDOWMENT FUNDS | SCHEDULE D, PAGE 2, PART V, LINE 4 | THE OSU FOUNDATION HOLDS OVER 1,800 ENDOWED ACCOUNTS. UNIVERSITY DONORS HAVE ESTABLISHED THESE FUNDS TO PROVIDE SUPPORT IN PERPETUITY FOR A VARIETY OF PURPOSES, INCLUDING SCHOLARSHIPS & FELLOWSHIPS, FACULTY POSITIONS, AND GENERAL PROGRAMMATIC SUPPORT. THE UNIVERSITY, FOR EXAMPLE, CURRENTLY HAS 109 ENDOWED FACULTY POSITIONS SUPPORTED WITH SUCH FUNDS. |
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | REVENUE OF AFFILIATES 3,523,633 EXPENSES OF AFFILIATES -3,301,373 GIFT AND PLEDGE ADJUSTMENTS -850,022 |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | REVENUE OF AFFILIATES 3,523,633 |
| EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 2D | EXPENSES OF AFFILIATES 3,301,373 GIFT AND PLEDGE ADJUSTMENTS 850,022 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | 990PTVIII1C | NameOfEvent1 |
| Gross Receipts Event1 | 232308 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 232308 | CharitableContributionsEvent1 |
| Gross Receipts Total | 232308 | GrossReceiptsTotal |
| Charitable Contributions Total | 232308 | CharitableContributionsTotal |
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 |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | 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 (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|---|
| J MICHAEL GOODWIN | |||||
| 334271 | 50000 | 5240 | 41650 | 18878 | 450039 |
| STEVEN SCHAUBLE | |||||
| 174181 | 15000 | 4060 | 31012 | 17544 | 241797 |
| SHAWN SCOVILLE | |||||
| 271541 | 25000 | 7566 | 42500 | 21544 | 368151 |
| KEVIN HEANEY | |||||
| 188318 | 15000 | 3670 | 34615 | 19644 | 261247 |
| KATHLEEN ANN KRUEGER | |||||
| 126241 | 1000 | 4416 | 23330 | 19297 | 174284 |
| DAN PETERSON | |||||
| 175783 | 35000 | 690 | 35950 | 13891 | 261314 |
| H CAROL VANNATTA | |||||
| 186966 | 20000 | 1290 | 32301 | 11796 | 252353 |
| ROBERT WESTLUND | |||||
| 150105 | 1000 | 9596 | 25688 | 9304 | 195693 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FRINGE OR EXPENSE EXPLANATION | Identifier |
| Return Reference | SCHEDULE J, PAGE 1, PART I, LINE 1A | ReturnReference |
| Explanation | TRAVEL COMPANIONS: IN ACCORDANCE WITH THE OSU FOUNDATION'S FORMAL DISTRIBUTION POLICY, TRAVEL EXPENSES FOR SPOUSES OR OTHER COMPANIONS ARE REIMBURSABLE ONLY IF THE SPOUSE/COMPANION HAS BEEN ASKED TO REPRESENT THE FOUNDATION OR UNIVERSITY IN AN OFFICIAL OR REPRESENTATIVE CAPACITY AND HIS/HER PRESENCE IS CRITICAL FOR THE CONDUCT OF SUCH OFFICIAL BUSINESS. DURING THE REPORTING PERIOD, THE FOUNDATION PAID TRAVEL EXPENSES FOR THE SPOUSE OF THE PRESIDENT/CEO AND THE SPOUSE OF THE SR. VICE PRESIDENT OF DEVELOPMENT TO ATTEND ONE OUT-OF-STATE BOARD OF TRUSTEES MEETING; AND FOR THE PRESIDENT/CEO'S SPOUSE TO JOIN HIM ON OTHER SELECT OUT-OF-STATE FUNDRAISING TRIPS WHERE SPOUSES OF THE PARTICIPATING ALUMNI AND DONORS WERE ALSO INCLUDED. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: DURING THE REPORTING PERIOD, THE FOUNDATION PAID SOCIAL CLUB DUES FOR SEVEN EMPLOYEES. THE MEMBERSHIPS WERE DEEMED CRITICAL FOR THE CONDUCT OF OFFICIAL BUSINESS BY PROVIDING ACCESS TO MEETING AND EVENT FACILITIES FOR THE ORGANIZATION AND FACILITATING THE CULTIVATION AND STEWARDSHIP OF ALUMNI AND DONORS. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 182 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4875210 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 192464 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Prtnrshp Trust Intrsts SecuritiesPrtnrshpTrustIntrsts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2000000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2500000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | THIRD PARTY APPRAISAL | MethodOfDeterminingRevenues |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1824197 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | THIRD PARTY APPRAISAL | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1070 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS | Identifier |
| Return Reference | SCHEDULE M, PAGE 1, PART I, LINE 32B | ReturnReference |
| Explanation | BROKERAGE FIRMS SUCH AS CHARLES SCHWAB AND TD AMERITRADE ARE USED TO LIQUIDATE NONCASH GIFTS SUCH AS STOCK. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | THE OSU FOUNDATION IS A 501(C)(3) NON-PROFIT CORPORATION CHARTERED TO RECEIVE, MANAGE AND ADMINISTER PRIVATE GIFTS TO SUPPORT OREGON STATE UNIVERSITY. PRIVATE SUPPORT DEEPENS THE UNIVERSITY'S IMPACT AND EXTENDS ITS REACH ACROSS THE STATE AND AROUND THE WORLD BY HELPING TO MAKE AN OSU EDUCATION ACCESSIBLE TO QUALIFIED STUDENTS. IT ALSO ALLOWS FACULTY, STAFF, AND STUDENTS TO PUSH THE FRONTIERS OF KNOWLEDGE, CONTRIBUTING TO THE STATE'S PROSPERITY AND ADDRESSING SOME OF THE MOST PRESSING CHALLENGES FACING OUR PLANET AND ITS PEOPLE. |
| ALL OTHER ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4D | OSU FOUNDATION DISTRIBUTIONS ACCOUNTED FOR AS "OTHER PROGRAM SERVICES" INCLUDE SUPPORT FOR UNIVERSITY AND FOUNDATION OPERATIONS THAT ARE NOT SPECIFICALLY DESIGNATED AS DIRECT STUDENT, FACULTY, OR FACILITIES SUPPORT. AMONG THE INCLUDED DISTRIBUTIONS ARE UNRESTRICTED FUNDS FOR USE AT THE DISCRETION OF DEANS AND PROGRAM LEADERS, SUPPORT FOR INTERCOLLEGIATE ATHLETICS AND CLUB SPORTS, SUPPORT FOR THE LIBRARY AND OTHER CENTRAL SERVICE UNITS, LECTURE SERIES AND OTHER PUBLIC OUTREACH ACTIVITIES, AND ENDOWMENT MANAGEMENT AND OTHER TRANSACTIONAL FEES. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | AFTER PREPARATION AND THOROUGH REVIEW BY THE ORGANIZATION'S CONTROLLER AND TAX ACCOUNTANTS, A DRAFT OF THE FORM 990 IS DISTRIBUTED TO THE AUDIT COMMITTEE FOR FULL REVIEW AND COMMENT. ONCE APPROVED BY THE AUDIT COMMITTEE, THE FINAL FORM 990 IS MADE AVAILABLE TO ALL VOTING MEMBERS OF THE BOARD OF TRUSTEES VIA OUR DIRECTORS' DESK SECURED WEBSITE. THE TAX RETURN IS THEN FILED WITH THE IRS. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | THE FOUNDATION HAS FORMAL POLICIES AND PROCEDURES IN PLACE FOR ANNUALLY DOCUMENTING POTENTIAL CONFLICTS OF INTERESTS AMONG ITS GOVERNING BODY. AT THE BEGINNING OF EACH FISCAL YEAR, THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND CODE OF ETHICS ARE SENT TO ALL NEW AND RETURNING TRUSTEES. EACH TRUSTEE IS ASKED TO ACKNOWLEDGE RECEIPT BY RETURNING A SIGNED FORM INDICATING THAT THEY HAVE READ, UNDERSTAND, AND AGREE TO ABIDE BY THESE DOCUMENTS. ADDITIONALLY, TRUSTEES MUST DISCLOSE IN WRITING ANY POTENTIAL CONFLICTS OF INTEREST PERTAINING TO FOUNDATION BUSINESS. ALL SIGNED RESPONSES AND DISCLOSURES BECOME PART OF THE FOUNDATION'S OFFICIAL RECORDS, AND THE FULL BOARD IS PROVIDED A LIST OF INDIVIDUALS WHO DECLARE POTENTIAL CONFLICTS. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT/CEO IS REVIEWED EXTENSIVELY ON AN ANNUAL BASIS. THE BOARD OF TRUSTEES, THROUGH ITS COMMITTEE STRUCTURE, OVERSEES THE DEVELOPMENT OF THE PRESIDENT/CEO'S ANNUAL WORKPLAN AND MONITORS PROGRESS AND PERFORMANCE AGAINST ESTABLISHED GOALS. MONTHLY MEETINGS BETWEEN THE EXECUTIVE COMMITTEE, THE PRESIDENT/CEO, AND MEMBERS OF THE SENIOR LEADERSHIP TEAM ENSURE CLOSE AND FREQUENT MONITORING OF THE ORGANIZATION'S PERFORMANCE AND THE LEADERSHIP OF ITS TOP EXECUTIVE. ADDITIONALLY, THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES PERFORMS AN ANNUAL REVIEW OF THE TOP EXECUTIVE'S TOTAL COMPENSATION PACKAGE, WHICH INCLUDES A REVIEW OF PERSONAL AND ORGANIZATIONAL PERFORMANCE AND BENCHMARKING OF PEER INSTITUTIONS' COMPENSATION STRUCTURES. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | THE COMPENSATION OF THE ORGANIZATION'S KEY EMPLOYEES IS REVIEWED EXTENSIVELY ON AN ANNUAL BASIS. THE EMPLOYEE'S IMMEDIATE SUPERVISOR OVERSEES THE DEVELOPMENT OF AN ANNUAL WORKPLAN AND MONITORS PROGRESS AND PERFORMANCE AGAINST ESTABLISHED GOALS. THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES PERFORMS AN ANNUAL REVIEW OF THE TOTAL COMPENSATION PACKAGES OF THE ORGANIZATION'S HIGHEST PAID EMPLOYEES, WHICH INCLUDES BENCHMARKING OF PEER INSTITUTIONS' COMPENSATION STRUCTURES. |
| STATES WHERE COPY OF RETURN IS FILED | FORM 990, PAGE 6, PART VI, LINE 17 | OHIO, OKLAHOMA, SOUTH CAROLINA, UTAH, WASHINGTON, WEST VIRGINIA |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND IRS FORM 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. ADDITIONALLY, ANNUAL AUDITED FINANCIAL STATEMENTS AND INFORMATION REGARDING ENDOWMENT HOLDINGS ARE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEB SITE. |
| OTHER EXPENSES | FORM 990, PART IX, LINE 24E | TRANS. OUT GIFT FEE 2,797,052 PUBLIC RELATIONS 2,547,712 MISCELLANEOUS EXPENSES 1,383,270 MINOR OFFICE EQUIPMENT 630,683 CAPITAL OUTLAY EQUIPMENT 426,757 SUPPLIES-OTHER 409,394 PHONE/INTERNET 327,744 MAINT & REPAIR BUILDING 325,581 RENTAL & LEASE-EQUIPMENT 316,937 BOOKS,PERIODICALS,SUBSCRI 262,417 RENTAL & LEASE - MISC. 182,613 BANK SERVICE CHARGE 182,373 MAINT & REPAIR EQUIPMENT 134,307 DUES AND MEMBERSHIPS 105,695 CAPITAL OUTLAY COMPUTER H 96,223 CAPITAL OUTLAY COMPUTER S 50,637 PHOTOGRAPHY 40,558 MAINT & REPAIR MISC. 21,435 PROPERTY & EXCISE TAX 19,167 MAINT & REPAIR MISC 6,254 LICENSES AND PERMITS 2,485 ROUNDING -4 |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 5 | NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS (24,915,867) REVENUE OF AFFILIATES 3,523,633 EXPENSES OF AFFILIATES (3,301,373) GIFT AND PLEDGE ADJUSTMENTS (850,022) TOTAL OTHER CHANGES IN NET ASSETS (25,543,629) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON 4-H CLUB FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 SW 35TH STREET | AddressLine1 |
| City | CORVALLIS | City |
| State | OR | State |
| ZIP Code | 97333 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930711337 | EIN |
| Primary Activities | CAMP OPS | PrimaryActivities |
| Legal Domicile State | OR | LegalDomicileState |
| Exempt Code Section | 501(C) | ExemptCodeSection |
| Public Charity Status | 9 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | false | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV (14 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HARVEY RANCH INC | |||||||||||
| 44326 HWY 31 | PAISLEY | OR | 97636 | 930480881 | RANCH | OR | N/A | C CORP | 289890 | 282653 | 1.00000 |
| TRYSTING TREE GOLF CLUB INC | |||||||||||
| PO BOX 989 | EUGENE | OR | 97440 | 930974350 | GLF COURSE | OR | N/A | C CORP | 854967 | 1716485 | 1.00000 |
| CHARITABLE REMAINDER ANNUITY TR (4) | |||||||||||
| 850 SW 35TH STREET | CORVALLIS | OR | 97333 | INVST MGT | OR | N/A | TRUST | ||||
| CHARITABLE REMAINDER UNI-TRUST (74) | |||||||||||
| 850 SW 35TH STREET | CORVALLIS | OR | 97333 | INVST MGT | OR | N/A | TRUST | ||||
| CHARITABLE REMAINDER UNI-TRUST (1) | |||||||||||
| 850 SW 35TH STREET | CORVALLIS | OR | 97333 | INVST MGT | WA | N/A | TRUST | ||||
| CHAR REMAINDER UNI-TR NET INC (20) | |||||||||||
| 850 SW 35TH STREET | CORVALLIS | OR | 97333 | INVST MGT | OR | N/A | TRUST | ||||
| CHAR REMAINDER UNI-TR NET INC (1) | |||||||||||
| 850 SW 35TH STREET | CORVALLIS | OR | 97333 | INVST MGT | WA | N/A | TRUST | ||||
| HARVEY RANCH INC | |||||||||||
| 44326 HWY 31 | PAISLEY | OR | 97636 | 930480881 | RANCH | OR | N/A | C CORP | 289890 | 282653 | 1.00000 |
| TRYSTING TREE GOLF CLUB INC | |||||||||||
| PO BOX 989 | EUGENE | OR | 97440 | 930974350 | GLF COURSE | OR | N/A | C CORP | 854967 | 1716485 | 1.00000 |
| CHARITABLE REMAINDER ANNUITY TR (4) | |||||||||||
| 850 SW 35TH STREET | CORVALLIS | OR | 97333 | INVST MGT | OR | N/A | TRUST | ||||
| CHARITABLE REMAINDER UNI-TRUST (74) | |||||||||||
| 850 SW 35TH STREET | CORVALLIS | OR | 97333 | INVST MGT | OR | N/A | TRUST | ||||
| CHARITABLE REMAINDER UNI-TRUST (1) | |||||||||||
| 850 SW 35TH STREET | CORVALLIS | OR | 97333 | INVST MGT | WA | N/A | TRUST | ||||
| CHAR REMAINDER UNI-TR NET INC (20) | |||||||||||
| 850 SW 35TH STREET | CORVALLIS | OR | 97333 | INVST MGT | OR | N/A | TRUST | ||||
| CHAR REMAINDER UNI-TR NET INC (1) | |||||||||||
| 850 SW 35TH STREET | CORVALLIS | OR | 97333 | INVST MGT | WA | N/A | TRUST | ||||
| 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 | true | 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 (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| OREGON 4-H CLUB FOUNDATION | ||
| C | 325036 | ACCOUNTING RECORDS |
| OREGON 4-H CLUB FOUNDATION | ||
| N | 57607 | ACCOUNTING RECORDS |
Averaging Attachment AveragingAttachment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FYE 6/30/12 IS THE FIRST YEAR FOR WHICH THE ORGANIZATION HAS MADE AN ELECTION UNDER SECTION 501(H) | Explanation |
Comments