2019-03-12T11:08:08-05:00 2018-06-30 480573184 REGIER CARR & MONROE LLP 4200 E SKELLY DRIVE SUITE 560 TULSA OK 74135 990 2017-07-01 731020684 OKLAHOMA STATE UNIVERSITY ALUMNI ASSOC OKLA 4057445368 201 CONOCOPHILLIPS STILLWATER OK 740787043 BLAIRE ATKINSON PRESIDENT 4057445368 2019-02-11 1 KENNETH L THOMPSON CPA P00138460 9182715400 2019-02-11 70.184.32.208 2019-02-11 16:43:13 CS P A2167057EF8EF00D582416638E2A6FC903C5F372 8FE4B91EC8E727E56C18F71B380F276D9ECB3F74 2017 2019-02-21 02:37:17Z BLAIRE ATKINSON 201 CONOCOPHILLIPS STILLWATER OK 740787043 3901543 0 X N/A X 1956 OK THE 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. 15 15 36 0 128569 -601141 3070225 2546895 696347 884191 983185 5500 368535 464957 5118292 3901543 0 0 0 0 1585113 1866814 0 0 553670 1823394 2164166 3408507 4030980 1709785 -129437 26848605 27930406 259616 489084 26588989 27441322 X THE 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. 0 0 174014 169620 GRANDPARENT 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. 98162 39048 HOMECOMING - 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. 434269 274216 CHAPTERS- 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. 1237115 406807 ALL OTHER PROGRAM SERVICES. 1237115 406807 1943560 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 28 0 1 36 1 1 1 0 0 0 0 1 1 0 0 0 0 X 15 15 0 1 1 0 1 1 1 1 1 0 1 1 0 1 1 1 0 0 1 1 0 OK X BLAIRE ATKINSON 4057445368 201 CONOCOPHILLIPS OSU ALUMNI STILLWATER OK 74078 TINA PARKHILL BOARD OF DIRECTORS 0.00 X 0 0 0 JOHN BARTLEY BOARD OF DIRECTORS 0.00 X 0 0 0 ANGELA KOUPLEN BOARD OF DIRECTORS 0.00 X 0 0 0 TINA WALKER BOARD OF DIRECTORS 0.00 X 0 0 0 TOM RITCHIE BOARD OF DIRECTORS 0.00 X 0 0 0 HJ REED BOARD OF DIRECTORS 0.00 X 0 0 0 TRAVIS MOSS BOARD OF DIRECTORS 0.00 X 0 0 0 MEL MARTIN BOARD OF DIRECTORS 0.00 X 0 0 0 TONY LOPRESTO BOARD OF DIRECTORS 0.00 X 0 0 0 LARRY BRIGGS BOARD OF DIRECTORS 0.00 X 0 0 0 GREGG BRADSHAW BOARD OF DIRECTORS 0.00 X 0 0 0 JAMES BOGGS BOARD OF DIRECTORS 0.00 X 0 0 0 TRECA BAETZ BOARD OF DIRECTORS 0.00 X 0 0 0 KENT GARDNER BOARD OF DIRECTORS 0.00 X 0 0 0 PHIL KENNEDY BOARD OF DIRECTORS 0.00 X 0 0 0 PAM DAVIS VICE PRESIDENT - CPO 50.00 X X 87182 0 0 BLAIRE ATKINSON INTERIM PRESIDENT 6/14/18 50.00 X X 0 0 0 CHRIS BATCHELDER PAST - PRESIDENT/CEO 50.00 X 208115 0 0 JACE DAWSON PAST - VICE PRESIDENT/CSO 50.00 X 127689 0 0 422986 0 0 2 1 1 0 AETNA LIFE INSURANCE COMPANY PO BOX 7247-0213 PHILADELPHIA PA 19170 HEALTH INSURANCE 114182 REGIER CARR & MONROE LLP CPA'S 4200 E SKELLY DRIVE STE TULSA OK 74135 ACCOUNTING SERVICE 111295 2 1427068 919015 200812 11020 2546895 CHAPTERS 900099 274216 274216 ALUMNI CENTER FEES 900099 170097 170097 GRAND PARENT UNIVERSIT 900099 169620 169620 TRAVEL 900099 123230 123230 AWARD CEREMONIES 900099 55705 55705 91323 91323 884191 336388 336388 5500 0 5500 5500 5500 128569 128569 128569 3901543 889691 128569 336388 87182 87182 1475974 510609 582549 382816 116108 116108 104256 96265 -17482 25473 83294 8469 48391 26434 27099 27099 143603 143603 72264 72264 179104 45975 127503 5626 145854 45225 22878 77751 64551 24494 40057 37848 6064 31784 85174 35891 35069 14214 33259 3463 29796 200 200 121569 49400 56978 15191 57223 57223 CHAPTERS 434269 434269 GPU 174014 174014 TRAVEL PROGRAM 124423 124423 RELATIONS 123808 99835 23973 339904 285164 48575 6165 4030980 1943560 1533750 553670 892669 899213 -12508 371910 119293 130172 45881 45658 15472033 6531633 9300896 8940400 16490074 17530753 12300 12300 26848605 27930406 229906 467874 4900 0 24810 21210 259616 489084 X 26588989 27441322 26588989 27441322 26848605 27930406 X -129437 1711480 -729710 X X 0 1 X 1 0 X 2631584 2182483 2985708 3070225 2546895 13416895 2631584 2182483 2985708 3070225 2546895 13416895 13416895 1042491 521005 350098 372188 336388 2622170 190110 128569 318679 183138 242606 205223 206995 201929 1039891 17397635 2601933 0.77120 0.74190 X 0 0 0 0 0 0 0 0 1 0 PART II-B, LINE 1: WE 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. 0 0 13362518 6531633 6830885 2109515 2109515 8940400 INVESTMENTS 17530753 F 17530753 5543980 1711479 3222 1714701 3829279 72264 72264 3901543 4691648 732932 732932 3958716 72264 72264 4030980 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. X X 1 OKLAHOMA STATE UNIVERSITY FOUNDATION 400 S MONROE ST STILLWATER OK 74074 ASSISTING IN FUNDRAISING EFFORTS 0 60000 0 60000 60000 60000 OK SCHEDULE G, PART I, LINE 2B, COLUMN (V) PAYMENTS TO FUNDRAISER WERE FOR SERVICES PROVIDED BY OKLAHOMA STATE UNIVERSITY FOUNDATION TO THE OKLAHOMA STATE UNIVERSITY ALUMNI ASSOCIATION IN REGARD TO THE FUNDRAISING EFFORTS. 0 0 0 0 0 0 0 0 0 CHRIS BATCHELDER PAST - PRESIDENT/CEO 208115 0 0 0 0 0 0 0 0 0 208115 0 0 0 JACE DAWSON PAST - VICE PRESIDENT/CSO 127689 0 0 0 0 0 0 0 0 0 127689 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 DELEGATION OF ACCOUNTING SERVICES TO REGIER, CARR & MONROE LLP. FORM 990, PART VI, SECTION A, LINE 4 YES, 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 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE 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 11B NO REVIEW WILL BE CONDUCTED. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS 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 15 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 19 THE 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.