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OKLAHOMA STATE UNIVERSITY ALUMNI ASSOCIATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
OKLAHOMA STATE UNIVERSITY ALUMNI ASSOCIATION (EIN 73-1020684)
Tax period
2018-07-01 to 2019-06-30
Filed
2019-12-20
IRS object ID
201943549349300524
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-12-20T11:52:25-06:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN480573184PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14200 E SKELLY DRIVE SUITE 560AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74135ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731020684EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OKLAHOMA STATE UNIVERSITY ALUMNI ASSOCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOKLABusinessNameControlTxt
Phone4057445368PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBLAIRE ATKINSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4057445368PhoneNum
Signature2019-11-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKENNETH L THOMPSON CPAPreparerPersonNm
PTINP00138460PTIN
Phone9182715400PhoneNum
Preparation2019-11-19PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address70.184.32.208IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-19IPDt
IP Tm08:57:25IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdFC30F6F152EC34D27E69ACBF19F2364C55518F49AtSubmissionCreationDeviceId
At Submission Filing Device Id8FE4B91EC8E727E56C18F71B380F276D9ECB3F74AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBLAIRE ATKINSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 CONOCOPHILLIPSAddressLine1Txt
CitySTILLWATERCityNm
State AbbreviationOKStateAbbreviationCd
ZIP740787043ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,555,056GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Formation1956FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionTHE MISSION OF THE OSU ALUMNI ASSOCIATION IS TO SERVE ITS MEMBERS AND ALUMNI AND TO SUPPORT AND SERVE THE NEEDS OF OKLAHOMA STATE UNIVERSITY, ITS STUDENTS, FACULTY, STAFF, AND FRIENDS.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee34TotalEmployeeCnt
Total Volunteers400TotalVolunteersCnt
Total Gross UBI$36,858TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$707,728NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,546,895PYContributionsGrantsAmt
CY Contributions Grants$2,358,044CYContributionsGrantsAmt
PY Program Service Revenue$884,191PYProgramServiceRevenueAmt
CY Program Service Revenue$868,804CYProgramServiceRevenueAmt
PY Investment Income$5,500PYInvestmentIncomeAmt
CY Investment Income-$2,510CYInvestmentIncomeAmt
PY Other Revenue$464,957PYOtherRevenueAmt
CY Other Revenue$328,208CYOtherRevenueAmt
PY Total Revenue$3,901,543PYTotalRevenueAmt
CY Total Revenue$3,552,546CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,866,814PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,512,377CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$436,107CYTotalFundraisingExpenseAmt
PY Other Expenses$2,164,166PYOtherExpensesAmt
CY Other Expenses$2,978,523CYOtherExpensesAmt
PY Total Expenses$4,030,980PYTotalExpensesAmt
CY Total Expenses$4,490,900CYTotalExpensesAmt
PY Revenues Less Expenses-$129,437PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$938,354CYRevenuesLessExpensesAmt
Total Assets BOY$27,930,406TotalAssetsBOYAmt
Total Assets EOY$27,638,660TotalAssetsEOYAmt
Total Liabilities BOY$489,084TotalLiabilitiesBOYAmt
Total Liabilities EOY$375,644TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$27,441,322NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$27,263,016NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE OSU ALUMNI ASSOCIATION IS TO SERVE ITS MEMBERS AND ALUMNI AND TO SUPPORT AND SERVE THE NEEDS OF OKLAHOMA STATE UNIVERSITY, ITS STUDENTS, FACULTY, STAFF, AND FRIENDS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$197,681ExpenseAmt
Revenue$161,045RevenueAmt
DescGRANDPARENT UNIVERSITY - IT BRINGS GRANDPARENTS AND THEIR LEGACY GRANDCHILDREN TO CAMPUS FOR THREE DAY SUMMER CAMPS FILLED WITH ENGAGING ACTIVITIES FOR BOTH, WHILE CREATING MEMEORIES THAT LAST A LIFETIME.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$97,767ExpenseAmt
Revenue$30,810RevenueAmt
DescHOMECOMING - HOMECOMING IS OSU'S RICHEST TRADITION, LINKING ALUMNI TO CURRENT STUDENTS AND THE UNIVERSITY. IT IS PRESENTED BY THE OSU ALUMNI ASSOCIATION AND PLANNED BY THE STUDENT-DRIVEN HOMECOMING STEERING COMMITTEE. IT SERVES AS THE PRIMARY VENUE FOR KEEPING OSU ALUMNI CONNECTED TO THE UNIVERSITY. ALUMNI RETURN BY THE THOUSANDS TO REMINISCE ABOUT THEIR DAYS AT OSU AND TO BRING OTHERS TO SHOW OFF THE CAMPUS AND HOMECOMING ACTIVITIES. STUDENT PARTICIPATION IN PLANNING AND CARRYING OUT HOMECOMING IS A VALUABLE AND ESSENTIAL SERVICE TO THE ALUMNI, THE ALUMNI ASSOCIATION AND ULTIMATELY OKLAHOMA STATE UNIVERSITY.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$440,975ExpenseAmt
Revenue$273,138RevenueAmt
DescCHAPTERS- THE CHAPTERS PROGRAM IS THE MOST VISIBLE SIGN OF THE MISSION OF THE ASSOCIATION IN THAT ALL CHAPTERS STRIVE TO REACH OUT TO ALUMNI AND FRIENDS IN THEIR GEOGRAPHICAL REGION IN AN ATTEMPT TO HELP THEM CONNECT TO OSU. THE CHAPTERS ALSO PARTICIPATE IN ACTIVITIES TO RAISE SCHOLARSHIP FUNDS THAT WILL ASSIST LOCAL STUDENTS IN THEIR GOAL TO ATTEND OSU AND EARN A DEGREE. OVER 250 VOLUNTEERS ARE DIRECTLY INVOLVED WITH CHAPTER ACTIVITIES. CHAPTERS HOSTED OVER 700 EVENTS AT WHICH OVER 30,000 PEOPLE ATTENDED DURING THIS PAST FISCAL YEAR. CHAPTERS HAVE GIVEN SCHOLARSHIPS OF OVER $350,000 TO STUDENTS DURING THE CURRENT FISCAL YEAR.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$1,929,464ExpenseAmt
Revenue$401,301RevenueAmt
DescALL OTHER PROGRAM SERVICES.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,929,464TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$401,301TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$2,665,887TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document48IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee34EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BLAIRE ATKINSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4057445368PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
TINA PARKHILL
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
JOHN BARTLEY
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
ANGELA KOUPLEN
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
TINA WALKER
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
TOM RITCHIE
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
HJ REED
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
TRAVIS MOSS
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
MEL MARTIN
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
TONY LOPRESTO
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
LARRY BRIGGS
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
GREGG BRADSHAW
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
JAMES BOGGS
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
TRECA BAETZ
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
KENT GARDNER
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
PHIL KENNEDY
BOARD OF DIRECTORS0.00Yes (X)$0$0$0
PAM DAVIS
VICE PRESIDENT - CPO50.00Yes (X)$83,934$0$0Yes (X)
BLAIRE ATKINSON
PRESIDENT50.00Yes (X)$118,270$0$0Yes (X)
DAVID PARRACK
VICE PRESIDENT - FINANCE & OPERATIONS50.00Yes (X)$17,727$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$219,931TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AETNA LIFE INSURANCE COMPANY
PO BOX 7247-0213PHILADELPHIAPA19170HEALTH INSURANCE$149,665
REGIER CARR & MONROE LLP CPA'S
4200 E SKELLY DRIVE STETULSAOK74135ACCOUNTING SERVICE$124,181
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Membership Dues$1,236,330MembershipDuesAmt
Related Organizations$810,917RelatedOrganizationsAmt
All Other Contributions$310,797AllOtherContributionsAmt
Noncash Contributions$13,585NoncashContributionsAmt
Total Contributions$2,358,044TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CHAPTERS900099$273,138$273,138
ALUMNI CENTER FEES900099$227,967$227,967
GRAND PARENT UNIVERSIT900099$161,045$161,045
AWARD CEREMONIES900099$111,770$111,770
TRAVEL900099$60,674$60,674

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$34,210TotalRevenueColumnAmt
Related Or Exempt Func Income$34,210RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$868,804TotalProgramServiceRevenueAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$291,350TotalRevenueColumnAmt
Exclusion$291,350ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$36,858RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$36,858RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$36,858TotalRevenueColumnAmt
Unrelated Business Revenue$36,858UnrelatedBusinessRevenueAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$2,510OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$2,510OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,510TotalRevenueColumnAmt
Related Or Exempt Func Income-$2,510RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,552,546TotalRevenueColumnAmt
Related Or Exempt Func Income$866,294RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$36,858UnrelatedBusinessRevenueAmt
Exclusion$291,350ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$219,931TotalAmt
Management And General$219,931ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,115,335TotalAmt
Program Services$526,272ProgramServicesAmt
Management And General$297,543ManagementAndGeneralAmt
Fundraising$291,520FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$38,088TotalAmt
Management And General$38,088ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$80,578TotalAmt
Program Services$65,765ProgramServicesAmt
Management And General$6,946ManagementAndGeneralAmt
Fundraising$7,867FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$58,445TotalAmt
Program Services$7,289ProgramServicesAmt
Management And General$28,564ManagementAndGeneralAmt
Fundraising$22,592FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,832TotalAmt
Management And General$4,832ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$166,349TotalAmt
Management And General$166,349ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$72,587TotalAmt
Management And General$72,587ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$221,282TotalAmt
Program Services$53,899ProgramServicesAmt
Management And General$164,472ManagementAndGeneralAmt
Fundraising$2,911FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$173,289TotalAmt
Program Services$49,127ProgramServicesAmt
Management And General$52,164ManagementAndGeneralAmt
Fundraising$71,998FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$66,844TotalAmt
Program Services$26,429ProgramServicesAmt
Management And General$40,415ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$40,595TotalAmt
Program Services$6,216ProgramServicesAmt
Management And General$34,379ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$94,813TotalAmt
Program Services$39,765ProgramServicesAmt
Management And General$39,739ManagementAndGeneralAmt
Fundraising$15,309FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$41,469TotalAmt
Program Services$3,855ProgramServicesAmt
Management And General$37,614ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$129,405TotalAmt
Program Services$52,585ProgramServicesAmt
Management And General$60,646ManagementAndGeneralAmt
Fundraising$16,174FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$64,896TotalAmt
Management And General$64,896ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
UBT EXPENSE$744,586$744,586
CHAPTERS$440,975$440,975
GPU$197,681$197,681
RELATIONS$150,353$129,886$20,467

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$368,567TotalAmt
Program Services$321,557ProgramServicesAmt
Management And General$39,274ManagementAndGeneralAmt
Fundraising$7,736FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,490,900TotalAmt
Program Services$2,665,887ProgramServicesAmt
Management And General$1,388,906ManagementAndGeneralAmt
Fundraising$436,107FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$899,213BOYAmt
EOY$893,172EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$371,910BOYAmt
EOY$543,817EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$130,172BOYAmt
EOY$307,481EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$45,658BOYAmt
EOY$77,414EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$15,980,252LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,952,205LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,940,400BOYAmt
EOY$9,028,047EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$17,530,753BOYAmt
EOY$16,776,429EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$12,300BOYAmt
EOY$12,300EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$27,930,406BOYAmt
EOY$27,638,660EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$467,874BOYAmt
EOY$353,731EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$21,210BOYAmt
EOY$21,913EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$489,084BOYAmt
EOY$375,644EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$27,441,322BOYAmt
EOY$26,639,668EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
EOY$623,348EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$27,441,322BOYAmt
EOY$27,263,016EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$27,930,406BOYAmt
EOY$27,638,660EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$938,354ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$760,048NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,182,483CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,985,708CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,070,225CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,546,895CurrentTaxYearMinus1YearAmt
Current Tax Year$2,358,044CurrentTaxYearAmt
Total$13,143,355TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,182,483CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,985,708CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,070,225CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,546,895CurrentTaxYearMinus1YearAmt
Current Tax Year$2,358,044CurrentTaxYearAmt
Total$13,143,355TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$13,143,355PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$521,005CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$350,098CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$372,188CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$336,388CurrentTaxYearMinus1YearAmt
Current Tax Year$294,742CurrentTaxYearAmt
Total$1,874,421TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$190,110CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$128,569CurrentTaxYearMinus1YearAmt
Current Tax Year$36,858CurrentTaxYearAmt
Total$355,537TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$242,606CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$205,223CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$206,995CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$201,929CurrentTaxYearMinus1YearAmt
Current Tax Year-$2,510CurrentTaxYearAmt
Total$854,243TotalAmt
FieldValueIRS element (for citing)
Total Support$16,227,556TotalSupportAmt
Gross Receipts Rltd Activities$3,124,967GrossReceiptsRltdActivitiesAmt
Public Support CY1700.80990PublicSupportCY170Pct
Public Support PY1700.77120PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Total Lobbying Expenditures$0TotalLobbyingExpendituresAmt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule D IRS990ScheduleD

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

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$15,980,252InvestmentCostOrOtherBasisAmt
Depreciation$6,952,205DepreciationAmt
Book Value$9,028,047BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$9,028,047TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescINVESTMENTSDesc
Book Value$16,776,429BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$16,776,429TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt$4,189,315TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$760,048NetUnrealizedGainsInvstAmt
Revenue Not Reported$760,048RevenueNotReportedAmt
Revenue Subtotal$3,429,267RevenueSubtotalAmt
Investment Expenses Not Incld$72,587InvestmentExpensesNotIncldAmt
Other Revenues Not Included$50,692OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$123,279RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,552,546TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,367,622TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$4,367,622ExpensesSubtotalAmt
Investment Expenses Not Incld2$72,587InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$50,691OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$123,278ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,490,900TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 4B - OTHER ADJUSTMENTS:AUDIT RECLASSIFICATIONS 50,692.
PART XII, LINE 4B - OTHER ADJUSTMENTS:AUDIT RECLASSIFICATIONS 50,691.

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 S MONROE STAddressLine1Txt
CitySTILLWATERCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74074ZIPCd
FieldValueIRS element (for citing)
ActivityASSISTING IN FUNDRAISING EFFORTSActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$0RetainedByContractorAmt
Net To Organization$0NetToOrganizationAmt
FieldValueIRS element (for citing)
Licensed StatesOKLicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3DELEGATION OF ACCOUNTING SERVICES TO REGIER, CARR & MONROE LLP.
FORM 990, PART VI, SECTION A, LINE 4YES, THE BOARD OF DIRECTORS CHARTERED NEW FUCTIONING COMMITTEES TO THE BOARD OF DIRECTORS. THE COMMITTES CHARTERED ARE PAST PRESIDENTS, MEMBERSHIP AND MARKETING, ALUMNI CENTER, AND CORPORATE PARTNERS
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION HAS MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7ATHE ORGANIZATION HAS MEMBERS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7BTHE DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBERS THROUGH THE OFFICERS AND BOARD OF DIRECTORS WHOM THEY ELECT.
FORM 990, PART VI, SECTION B, LINE 11BNO REVIEW WILL BE CONDUCTED.
FORM 990, PART VI, SECTION B, LINE 12CMEMBERS OF THE BOARD OF DIRECTORS, BOARD COMMITTEES AND KEY EMPLOYEES ARE COVERED BY THE POLICY. PRIOR TO EACH MEETING, EACH MEMBER IS REQUESTED TO DISCLOSE ANY ACTUAL OR PERCEIVED CONFLICT OF INTEREST BASED UPON THE AGENDA OF THE MEETING. THE MEMBER THAT HAS OR PERCEIVED TO HAVE A CONFLICT MUST LEAVE THE ROOM DURING THE DISCUSSION OF AND MAY NOT VOTE ON THE ACTION FOR WHICH THE CONFLICT EXISTS.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AND THE HR DIRECTOR DETERMINES THE COMPENSATION OF THE PRESIDENT AND REVIEWS AND APPROVES THE COMPENSATION FOR OTHER KEY EMPLOYEES BASED UPON MANAGEMENTS RECOMMENDATIONS. THE LEADERSHIP / HR COMMITTEE OF THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE PRESIDENT AND REVIEWS AND APPROVES THE COMPENSATION FOR OTHER KEY EMPLOYEES BASED UPON MANAGEMENTS RECOMMENDATIONS.
FORM 990, PART VI, SECTION C, LINE 19THE DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE OVERSIGHT PROCESS HAS NOT CHANGED SINCE LAST YEAR.