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OKLAHOMA STATE UNIVERSITY ALUMNI ASSOCIATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
OKLAHOMA STATE UNIVERSITY ALUMNI ASSOCIATION (EIN 73-1020684)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-03-12
IRS object ID
201940719349300424
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-03-12T11:08:08-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 Begin2017-07-01TaxPeriodBeginDt

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
Signature2019-02-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKENNETH L THOMPSON CPAPreparerPersonNm
PTINP00138460PTIN
Phone9182715400PhoneNum
Preparation2019-02-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address70.184.32.208IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-02-11IPDt
IP Tm16:43:13IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA2167057EF8EF00D582416638E2A6FC903C5F372AtSubmissionCreationDeviceId
At Submission Filing Device Id8FE4B91EC8E727E56C18F71B380F276D9ECB3F74AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

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$3,901,543GrossReceiptsAmt
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 Employee36TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$128,569TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$601,141NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,070,225PYContributionsGrantsAmt
CY Contributions Grants$2,546,895CYContributionsGrantsAmt
PY Program Service Revenue$696,347PYProgramServiceRevenueAmt
CY Program Service Revenue$884,191CYProgramServiceRevenueAmt
PY Investment Income$983,185PYInvestmentIncomeAmt
CY Investment Income$5,500CYInvestmentIncomeAmt
PY Other Revenue$368,535PYOtherRevenueAmt
CY Other Revenue$464,957CYOtherRevenueAmt
PY Total Revenue$5,118,292PYTotalRevenueAmt
CY Total Revenue$3,901,543CYTotalRevenueAmt
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$1,585,113PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,866,814CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$553,670CYTotalFundraisingExpenseAmt
PY Other Expenses$1,823,394PYOtherExpensesAmt
CY Other Expenses$2,164,166CYOtherExpensesAmt
PY Total Expenses$3,408,507PYTotalExpensesAmt
CY Total Expenses$4,030,980CYTotalExpensesAmt
PY Revenues Less Expenses$1,709,785PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$129,437CYRevenuesLessExpensesAmt
Total Assets BOY$26,848,605TotalAssetsBOYAmt
Total Assets EOY$27,930,406TotalAssetsEOYAmt
Total Liabilities BOY$259,616TotalLiabilitiesBOYAmt
Total Liabilities EOY$489,084TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$26,588,989NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$27,441,322NetAssetsOrFundBalancesEOYAmt
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$174,014ExpenseAmt
Revenue$169,620RevenueAmt
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$98,162ExpenseAmt
Revenue$39,048RevenueAmt
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$434,269ExpenseAmt
Revenue$274,216RevenueAmt
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$1,237,115ExpenseAmt
Revenue$406,807RevenueAmt
DescALL OTHER PROGRAM SERVICES.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,237,115TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$406,807TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,943,560TotalProgramServiceExpensesAmt
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 RequiredYes (1)ScheduleJRequiredInd
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 Document28IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee36EmployeeCnt
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
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 (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
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)$87,182$0$0Yes (X)
BLAIRE ATKINSON
INTERIM PRESIDENT 6/14/1850.00Yes (X)$0$0$0Yes (X)
CHRIS BATCHELDER
PAST - PRESIDENT/CEO50.00$208,115$0$0Yes (X)
JACE DAWSON
PAST - VICE PRESIDENT/CSO50.00$127,689$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$422,986TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
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$114,182
REGIER CARR & MONROE LLP CPA'S
4200 E SKELLY DRIVE STETULSAOK74135ACCOUNTING SERVICE$111,295
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Membership Dues$1,427,068MembershipDuesAmt
Related Organizations$919,015RelatedOrganizationsAmt
All Other Contributions$200,812AllOtherContributionsAmt
Noncash Contributions$11,020NoncashContributionsAmt
Total Contributions$2,546,895TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CHAPTERS900099$274,216$274,216
ALUMNI CENTER FEES900099$170,097$170,097
GRAND PARENT UNIVERSIT900099$169,620$169,620
TRAVEL900099$123,230$123,230
AWARD CEREMONIES900099$55,705$55,705

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$91,323TotalRevenueColumnAmt
Related Or Exempt Func Income$91,323RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$884,191TotalProgramServiceRevenueAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$336,388TotalRevenueColumnAmt
Exclusion$336,388ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$5,500OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$5,500OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,500TotalRevenueColumnAmt
Related Or Exempt Func Income$5,500RelatedOrExemptFuncIncomeAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$128,569TotalRevenueColumnAmt
Unrelated Business Revenue$128,569UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$128,569OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,901,543TotalRevenueColumnAmt
Related Or Exempt Func Income$889,691RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$128,569UnrelatedBusinessRevenueAmt
Exclusion$336,388ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$87,182TotalAmt
Management And General$87,182ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,475,974TotalAmt
Program Services$510,609ProgramServicesAmt
Management And General$582,549ManagementAndGeneralAmt
Fundraising$382,816FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$116,108TotalAmt
Management And General$116,108ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$104,256TotalAmt
Program Services$96,265ProgramServicesAmt
Management And General-$17,482ManagementAndGeneralAmt
Fundraising$25,473FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$83,294TotalAmt
Program Services$8,469ProgramServicesAmt
Management And General$48,391ManagementAndGeneralAmt
Fundraising$26,434FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$27,099TotalAmt
Management And General$27,099ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$143,603TotalAmt
Management And General$143,603ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$72,264TotalAmt
Management And General$72,264ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$179,104TotalAmt
Program Services$45,975ProgramServicesAmt
Management And General$127,503ManagementAndGeneralAmt
Fundraising$5,626FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$145,854TotalAmt
Program Services$45,225ProgramServicesAmt
Management And General$22,878ManagementAndGeneralAmt
Fundraising$77,751FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$64,551TotalAmt
Program Services$24,494ProgramServicesAmt
Management And General$40,057ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$37,848TotalAmt
Program Services$6,064ProgramServicesAmt
Management And General$31,784ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$85,174TotalAmt
Program Services$35,891ProgramServicesAmt
Management And General$35,069ManagementAndGeneralAmt
Fundraising$14,214FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$33,259TotalAmt
Program Services$3,463ProgramServicesAmt
Management And General$29,796ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$200TotalAmt
Management And General$200ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$121,569TotalAmt
Program Services$49,400ProgramServicesAmt
Management And General$56,978ManagementAndGeneralAmt
Fundraising$15,191FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$57,223TotalAmt
Management And General$57,223ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
CHAPTERS$434,269$434,269
GPU$174,014$174,014
TRAVEL PROGRAM$124,423$124,423
RELATIONS$123,808$99,835$23,973

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$339,904TotalAmt
Program Services$285,164ProgramServicesAmt
Management And General$48,575ManagementAndGeneralAmt
Fundraising$6,165FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,030,980TotalAmt
Program Services$1,943,560ProgramServicesAmt
Management And General$1,533,750ManagementAndGeneralAmt
Fundraising$553,670FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$892,669BOYAmt
EOY$899,213EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY-$12,508BOYAmt
EOY$371,910EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$119,293BOYAmt
EOY$130,172EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$45,881BOYAmt
EOY$45,658EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$15,472,033LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,531,633LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$9,300,896BOYAmt
EOY$8,940,400EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$16,490,074BOYAmt
EOY$17,530,753EOYAmt

Other Assets Total OtherAssetsTotalGrp

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

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$26,848,605BOYAmt
EOY$27,930,406EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$229,906BOYAmt
EOY$467,874EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,900BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$24,810BOYAmt
EOY$21,210EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$259,616BOYAmt
EOY$489,084EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$26,588,989BOYAmt
EOY$27,441,322EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,588,989BOYAmt
EOY$27,441,322EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,848,605BOYAmt
EOY$27,930,406EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$129,437ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,711,480NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$729,710OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
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$2,631,584CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,182,483CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,985,708CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,070,225CurrentTaxYearMinus1YearAmt
Current Tax Year$2,546,895CurrentTaxYearAmt
Total$13,416,895TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,631,584CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,182,483CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,985,708CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,070,225CurrentTaxYearMinus1YearAmt
Current Tax Year$2,546,895CurrentTaxYearAmt
Total$13,416,895TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$13,416,895PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,042,491CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$521,005CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$350,098CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$372,188CurrentTaxYearMinus1YearAmt
Current Tax Year$336,388CurrentTaxYearAmt
Total$2,622,170TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$190,110CurrentTaxYearMinus1YearAmt
Current Tax Year$128,569CurrentTaxYearAmt
Total$318,679TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$183,138CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$242,606CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$205,223CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$206,995CurrentTaxYearMinus1YearAmt
Current Tax Year$201,929CurrentTaxYearAmt
Total$1,039,891TotalAmt
FieldValueIRS element (for citing)
Total Support$17,397,635TotalSupportAmt
Gross Receipts Rltd Activities$2,601,933GrossReceiptsRltdActivitiesAmt
Public Support CY1700.77120PublicSupportCY170Pct
Public Support PY1700.74190PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

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

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,362,518OtherCostOrOtherBasisAmt
Depreciation$6,531,633DepreciationAmt
Book Value$6,830,885BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,109,515OtherCostOrOtherBasisAmt
Book Value$2,109,515BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$8,940,400TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescINVESTMENTSDesc
Book Value$17,530,753BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$17,530,753TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt$5,543,980TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,711,479NetUnrealizedGainsInvstAmt
Other Revenue$3,222OtherRevenueAmt
Revenue Not Reported$1,714,701RevenueNotReportedAmt
Revenue Subtotal$3,829,279RevenueSubtotalAmt
Investment Expenses Not Incld$72,264InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$72,264RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,901,543TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,691,648TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$732,932OtherExpensesIncludedAmt
Expenses Not Reported$732,932ExpensesNotReportedAmt
Expenses Subtotal$3,958,716ExpensesSubtotalAmt
Investment Expenses Not Incld2$72,264InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$72,264ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,030,980TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 2D - OTHER ADJUSTMENTS:AUDIT RECLASSIFICATIONS 3,222.
PART XII, LINE 2D - OTHER ADJUSTMENTS:990-T EXPENSES 729,710. AUDIT RECLASSIFICATIONS 3,222.

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$60,000GrossReceiptsAmt
Retained By Contractor$0RetainedByContractorAmt
Net To Organization$60,000NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$60,000TotalGrossReceiptsAmt
Total Net To Organization$60,000TotalNetToOrganizationAmt
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 J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CHRIS BATCHELDER
PAST - PRESIDENT/CEO$208,115$0$0$0$0$0$0$0$0$0$208,115$0$0$0
JACE DAWSON
PAST - VICE PRESIDENT/CSO$127,689$0$0$0$0$0$0$0$0$0$127,689$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 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 FUNCTIONING 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 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 XI, LINE 9:EXPENSES ON 990-T -729,710.
FORM 990, PART XII, LINE 2C:THE OVERSIGHT PROCESS HAS NOT CHANGED SINCE LAST YEAR.