OREGON STATE UNIVERSITY FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- OREGON STATE UNIVERSITY FOUNDATION (EIN 93-6022772)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-01-07
- IRS object ID
- 201510089349300501
- Schema version
- 2013v4.0
- 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 F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-07T18:21:03-07:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936022772 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oregon State University Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OREG | BusinessNameControlTxt |
| Phone | 5417374218 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 SW 35th Street | AddressLine1 |
| City | Corvallis | City |
| State | OR | State |
| ZIP Code | 97333 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steven Schauble | PersonNm |
| Person Title | Vice President & CFO | PersonTitleTxt |
| Phone | 5417377499 | PhoneNum |
| Signature | 2015-01-07 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | J Michael Goodwin | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OSU Foundation | AddressLine1 |
| Address Line2 | 850 SW 35th Street | AddressLine2 |
| City | Corvallis | City |
| State | OR | State |
| ZIP Code | 97333 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $198,754,888 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.osufoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1947 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 42 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 42 | VotingMembersIndependentCnt |
| Total Employee | 133 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$696,690 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $51,591,325 | PYContributionsGrantsAmt |
| CY Contributions Grants | $63,061,702 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $814,362 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $593,442 | CYProgramServiceRevenueAmt |
| PY Investment Income | $26,105,608 | PYInvestmentIncomeAmt |
| CY Investment Income | $27,328,770 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14,683,356 | PYOtherRevenueAmt |
| CY Other Revenue | $17,556,348 | CYOtherRevenueAmt |
| PY Total Revenue | $93,194,651 | PYTotalRevenueAmt |
| CY Total Revenue | $108,540,262 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,143,870 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,619,877 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $12,381,148 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $51,394,713 | PYOtherExpensesAmt |
| CY Other Expenses | $60,457,218 | CYOtherExpensesAmt |
| PY Total Expenses | $71,538,583 | PYTotalExpensesAmt |
| CY Total Expenses | $83,077,095 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $21,656,068 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $25,463,167 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $585,507,323 | TotalAssetsBOYAmt |
| Total Assets EOY | $670,239,160 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $32,213,670 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $48,283,904 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $553,293,653 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $621,955,256 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,472,365 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SCHOLARSHIPS & OTHER STUDENT SUPPORT: The OSU Foundation distributed these amounts to the University in FY13 to support students through scholarships, fellowships, and other awards. Through the years, donors have created over 1,600 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,245,631 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CAPITAL PROGRAMS: The OSU Foundation distributed these amounts to the University in FY14 to support the construction or renovation of campus facilities. Major projects in FY14 included: Austin Hall, the new home of the College of Business, which opened in fall 2014, completion of Centro Cultural Cesar Chavez and ongoing construction of the Asian and Pacific Cultural Center and the Lonnie B. Harris Black Cultural Center. Donors to The Campaign for OSU are making possible the construction or renovation of 28 such facilities in Corvallis and at OSU-Cascades in Bend. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,503,218 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $61,382 | RevenueAmt |
| Desc | INSTRUCTION AND RESEARCH: The OSU Foundation distributed these amounts to the University in FY14 to support teaching and research. With 124 endowed faculty positions at the University, donors to the OSU Foundation provide critically needed private funds to help recruit and retain world-class talent in the classrooms and labs. During the year, Foundation funds helped support OSU's internationally recognized programs in marine sciences, forestry, and agricultural sciences, among others. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (31 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $2,928,911 | $0 | $0 | Administrative gift fees |
| $217,397 | $0 | $0 | Books, Periodicals & Subscriptions |
| $76,266 | $0 | $0 | Computer related expenses |
| $96,211 | $0 | $0 | Conferences, Meetings and Seminars |
| $365,266 | $0 | $0 | Donor Cultivation/Stewardship |
| $49,302 | $0 | $0 | Dues and Memberships |
| $41,607 | $0 | $0 | Duplicating and Copying |
| $5,510,557 | $0 | $532,061 | Endowment management fees |
| $93,108 | $0 | $0 | Equipment |
| $4,934,554 | $0 | $0 | Interest |
| $1,303 | $0 | $0 | Licenses and Permits |
| $52,837 | $0 | $0 | Mailing/Shipping Expense |
| $204,563 | $0 | $0 | Maintenance & Repair - Building |
| $41,488 | $0 | $0 | Maintenance & Repair - Other |
| $264,262 | $0 | $0 | Minor Office Equipment |
| $271,155 | $0 | $0 | Miscellaneous Operating Expense |
| $557,643 | $0 | $0 | Net endowment account activity |
| $1,434,488 | $0 | $0 | Payroll |
| $353,310 | $0 | $0 | Professional - Other |
| $1,316,808 | $0 | $0 | Public Relations/Entertaining |
| $262,025 | $0 | $0 | Publishing/Printing |
| $302,500 | $0 | $0 | Recognition and Awards |
| $226,303 | $0 | $0 | Rentals & Leases |
| $160,562 | $0 | $0 | Services |
| $4,694,111 | $0 | $0 | Special program expense |
| $169,239 | $0 | $0 | Student Aid |
| $110,519 | $0 | $0 | Supplies |
| $8,193 | $0 | $0 | Telephone/Internet |
| -$409,563 | $0 | $0 | Transfers |
| $1,267,465 | $0 | $0 | Travel |
| $2 | $0 | $0 | Rounding |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $25,602,392 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $532,061 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $62,823,606 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 137 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 133 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 2 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 1 | Form8899Filedind |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 42 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 42 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patricia Nowak | PersonNm |
| Phone | 5417374922 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 SW 35th Street | AddressLine1 |
| City | Corvallis | City |
| State | OR | State |
| ZIP Code | 97333 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Harold Ashford | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Penny Yanno Atkins | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Celia Lee Austin | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Stephen M Bailey | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Knute Buehler | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Cynthia D Campbell | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Carl Casale | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Tanja Cebula | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jame E Coleman | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas A Davies | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jill Wissler Eiland | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Steve J Gomo | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Ken Griggs | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Eric H I Hoffman | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| William Jabs | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Edmon R Jennings | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Mark J Kralj | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Bert Loughmiller | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Elise F McClure | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Patrick Mendenhall | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Gregory Merten | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Frank Morse | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Laura Naumes | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Irva Kay Neyhart | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Natalie Giustina Newlove | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Diane Detering Paddison | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| James J Piro | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Roderick Ray | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Patricia V Reser | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Joth Ricci | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Eric J Schoenstein | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Bond Starker | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| John Stirek | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Patrick F Stone | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| David A Thompson | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| James Whyte | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Tony Williams | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| James M Williams | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| James G Youde | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Steve A Zamsky | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Ruth A Beyer | |||||||||
| Chair | 2 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Jon DeVaan | |||||||||
| Chair Elect | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| J Michael Goodwin | |||||||||
| President and CEO | 50 | 0 | $426,253 | $0 | $43,803 | Yes (X) | |||
| Steve Schauble | |||||||||
| Treasurer, VP and CFO | 50 | 0 | $301,222 | $0 | $46,629 | Yes (X) | |||
| Lynne Fullerton-Baham | |||||||||
| Secretary | 50 | 0 | $79,504 | $0 | $13,335 | Yes (X) | |||
| Shawn Scoville | |||||||||
| Senior VP | 50 | 0 | $457,326 | $0 | $44,294 | Yes (X) | |||
| Kevin J Heaney | |||||||||
| VP | 40 | 0 | $329,438 | $0 | $46,939 | Yes (X) | |||
| Jeffrey W Comfort | |||||||||
| VP | 40 | 0 | $256,552 | $0 | $0 | Yes (X) | |||
| Shawn R Heilbron | |||||||||
| Sr Dir of Development | 40 | 0 | $199,394 | $0 | $34,500 | Yes (X) | |||
| Kevin L Harvey | |||||||||
| Associate VP | 40 | 0 | $194,455 | $0 | $20,587 | Yes (X) | |||
| Helen C Van Natta | |||||||||
| VP | 40 | 0 | $155,424 | $0 | $26,556 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,399,568 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $276,643 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 35 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| Mercer | ||||||
| PO Box 730182 | Dallas | TX | 753730182 | Consulting | $589,950 | |
| Gerding Builders LLC | ||||||
| PO Box 1082 | Corvallis | OR | 97339 | Construction | $538,862 | |
| Sodexo Inc & Affiliates | ||||||
| Dept 43283 | Boise | ID | 83706 | Catering | $276,639 | 1365 N Orchard Suite 373 |
| Stoel Rives LLP | ||||||
| 900 SW Fifth Ave Suite 2600 | Portland | OR | 972041268 | Legal | $248,719 | |
| Sports Air Management | ||||||
| 2009 Grafton Ave | Henderson | NV | 89074 | Travel services | $148,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $63,061,702 | AllOtherContributionsAmt |
| Noncash Contributions | $5,349,747 | NoncashContributionsAmt |
| Total Contributions | $63,061,702 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Registration/conference | 900099 | $322,044 | $322,044 | $0 | $0 |
| Other revenue - services | 900099 | $103,078 | $103,078 | $0 | $0 |
| Membership dues | 900099 | $61,382 | $61,382 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,938 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $106,938 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $593,442 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,287,373 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,287,373 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $364,460 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $364,460 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $364,460 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $364,460 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $103,155,446 | SecuritiesAmt |
| Other | $100,577 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $90,160,626 | SecuritiesAmt |
| Other | $54,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,994,820 | SecuritiesAmt |
| Other | $46,577 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,041,397 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,041,397 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $350,033 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $350,033 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $350,033 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Management fees | 900099 | $8,547,622 | $8,547,622 | $0 | $0 |
| Contract agreement with OSU | 900099 | $5,716,488 | $5,716,488 | $0 | $0 |
| Change in split interest agreements | 900099 | $2,576,884 | $0 | $0 | $2,576,884 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $861 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $861 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $16,841,855 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108,540,262 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,222,873 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $30,255,687 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,179,163 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $320,609 | ManagementAndGeneralAmt |
| Fundraising | $858,554 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,994,141 | TotalAmt |
| Program Services | $8,600,614 | ProgramServicesAmt |
| Management And General | $2,144,616 | ManagementAndGeneralAmt |
| Fundraising | $6,248,911 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,494,197 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $373,211 | ManagementAndGeneralAmt |
| Fundraising | $1,120,986 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,176,314 | TotalAmt |
| Program Services | $735,386 | ProgramServicesAmt |
| Management And General | $515,565 | ManagementAndGeneralAmt |
| Fundraising | $925,363 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $776,062 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $175,457 | ManagementAndGeneralAmt |
| Fundraising | $600,605 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,859 | TotalAmt |
| Program Services | $16,655 | ProgramServicesAmt |
| Management And General | $120,204 | ManagementAndGeneralAmt |
| Fundraising | $3,000 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,608 | TotalAmt |
| Management And General | $115,608 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,300 | TotalAmt |
| Program Services | $17,300 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,487,557 | TotalAmt |
| Management And General | $1,487,557 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $745,542 | TotalAmt |
| Program Services | $68,604 | ProgramServicesAmt |
| Management And General | $205,623 | ManagementAndGeneralAmt |
| Fundraising | $471,315 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,328 | TotalAmt |
| Program Services | $93,072 | ProgramServicesAmt |
| Fundraising | $68,256 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,818,478 | TotalAmt |
| Program Services | $2,155,454 | ProgramServicesAmt |
| Management And General | $303,417 | ManagementAndGeneralAmt |
| Fundraising | $359,607 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,628 | TotalAmt |
| Program Services | $239,984 | ProgramServicesAmt |
| Management And General | $272,270 | ManagementAndGeneralAmt |
| Fundraising | $62,374 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $799,892 | TotalAmt |
| Management And General | $799,892 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,612,159 | TotalAmt |
| Program Services | $2,106,381 | ProgramServicesAmt |
| Management And General | $65,419 | ManagementAndGeneralAmt |
| Fundraising | $440,359 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $427,144 | TotalAmt |
| Program Services | $290,336 | ProgramServicesAmt |
| Management And General | $49,781 | ManagementAndGeneralAmt |
| Fundraising | $87,027 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,392,283 | TotalAmt |
| Program Services | $5,311,960 | ProgramServicesAmt |
| Management And General | $80,323 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,070 | TotalAmt |
| Management And General | $81,070 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,689 | TotalAmt |
| Program Services | $1,138 | ProgramServicesAmt |
| Management And General | $69,551 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Capital outlay land & bldg | $15,599,873 | $15,599,873 | $0 | $0 |
| Special program expense | $5,048,475 | $4,958,189 | -$12,139 | $102,425 |
| Awards and scholarships | $8,222,497 | $8,214,790 | $1,816 | $5,891 |
| Transfer out endowment fee | $5,510,557 | $5,510,557 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,632,279 | TotalAmt |
| Program Services | $8,903,313 | ProgramServicesAmt |
| Management And General | $702,491 | ManagementAndGeneralAmt |
| Fundraising | $1,026,475 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,077,095 | TotalAmt |
| Program Services | $62,823,606 | ProgramServicesAmt |
| Management And General | $7,872,341 | ManagementAndGeneralAmt |
| Fundraising | $12,381,148 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,801,619 | BOYAmt |
| EOY | $9,105,008 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,984,050 | BOYAmt |
| EOY | $33,171,100 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $348,530 | BOYAmt |
| EOY | $301,268 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700,000 | BOYAmt |
| EOY | $700,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $427,830 | BOYAmt |
| EOY | $203,455 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $885,863 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $596,811 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370,302 | BOYAmt |
| EOY | $289,052 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,070,765 | BOYAmt |
| EOY | $446,341,565 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,092,220 | BOYAmt |
| EOY | $157,863,225 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,712,007 | BOYAmt |
| EOY | $22,264,487 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $585,507,323 | BOYAmt |
| EOY | $670,239,160 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000,047 | BOYAmt |
| EOY | $7,292,236 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,298 | BOYAmt |
| EOY | $115,664 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700,000 | BOYAmt |
| EOY | $700,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,161,325 | BOYAmt |
| EOY | $40,176,004 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,213,670 | BOYAmt |
| EOY | $48,283,904 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$3,156,330 | BOYAmt |
| EOY | $13,318,672 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,351,423 | BOYAmt |
| EOY | $264,537,103 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,098,560 | BOYAmt |
| EOY | $344,099,481 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $553,293,653 | BOYAmt |
| EOY | $621,955,256 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $585,507,323 | BOYAmt |
| EOY | $670,239,160 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $25,463,167 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $46,453,709 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | -$310,820 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$2,944,453 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,786,521 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,697,580 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,513,430 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,591,325 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,061,702 | CurrentTaxYearAmt |
| Total | $303,650,558 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,786,521 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,697,580 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,513,430 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,591,325 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,061,702 | CurrentTaxYearAmt |
| Total | $303,650,558 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $27,810,872 | SubstantialContributorsTotAmt |
| Public Support Total170 | $275,839,686 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,385,874 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,771,916 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,738,010 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,278,483 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,955,584 | CurrentTaxYearAmt |
| Total | $48,129,867 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,739 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,048 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $65,262 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $538,295 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,466,516 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,074,552 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,687,295 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,715,099 | CurrentTaxYearAmt |
| Total | $13,481,757 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $365,327,444 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $63,971,749 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75505 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76509 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part I, Line 1 | ---------- |
| Schedule A, Part II, Line 10 | Income from Partnerships $13,023,381; Other Investment Income $1,010,393; Accrued Income from Endowment Pool ($486,755); Adj for USI from partnership K-1s that is reported on line 9 ($65,262) - TOTAL $13,481,757 |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $17,300 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $17,300 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $83,059,793 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $83,077,093 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,500,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $42,158 | CurrentYearMinus2Amt |
| Current Year Minus1 | $47,371 | CurrentYearMinus1Amt |
| Current Year | $17,300 | CurrentYearAmt |
| Total | $106,829 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $750,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,125,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule C, Part II-A, Line 1b | Amounts paid to an outside consultant, Quinn Thomas Public Affairs, for advocacy efforts performed on behalf of public post-secondary education in our state. |
| Schedule C, Part II-A, Line 2a | Explanation of four year averaging - FYE 6/30/12 was the first year for which the organization made an election under section 501(H) |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $477,225,244 | BeginningYearBalanceAmt |
| Contributions | $22,094,251 | ContributionsAmt |
| Investment Earnings Or Losses | $66,259,148 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,465,484 | GrantsOrScholarshipsAmt |
| Other Expenditures | $18,492,495 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $541,620,664 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $440,934,507 | BeginningYearBalanceAmt |
| Contributions | $20,434,072 | ContributionsAmt |
| Investment Earnings Or Losses | $37,164,218 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,964,627 | GrantsOrScholarshipsAmt |
| Other Expenditures | $15,342,926 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $477,225,244 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $445,818,814 | BeginningYearBalanceAmt |
| Contributions | $25,400,516 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,681,821 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,969,991 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,633,011 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $440,934,507 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $379,601,606 | BeginningYearBalanceAmt |
| Contributions | $22,712,792 | ContributionsAmt |
| Investment Earnings Or Losses | $62,794,733 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,847,492 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,442,825 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $445,818,814 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $354,858,095 | BeginningYearBalanceAmt |
| Contributions | $15,725,969 | ContributionsAmt |
| Investment Earnings Or Losses | $27,164,546 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,150,571 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,996,433 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $379,601,606 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0363 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.6508 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.3129 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $164,200 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $164,200 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $67,751 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,014 | DepreciationAmt |
| Book Value | $29,737 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $93,088 | OtherCostOrOtherBasisAmt |
| Depreciation | $71,152 | DepreciationAmt |
| Book Value | $21,936 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $560,824 | OtherCostOrOtherBasisAmt |
| Depreciation | $487,645 | DepreciationAmt |
| Book Value | $73,179 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $289,052 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Partnerships | $75,785,460 | F |
| Hedge funds | $60,456,110 | F |
| Mortgages, notes & contracts | $7,492,690 | F |
| Real estate (Kaspick) | $7,329,112 | F |
| Real property held for investment | $6,675,000 | F |
| Investments receivable | $124,852 | F |
| rounding | $1 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $157,863,225 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Real property held for sale | $7,383,061 |
| Lead trusts | $990,572 |
| Remainder trusts - held outside | $11,257,929 |
| Perpetual trusts | $1,516,291 |
| Other assets | $1,116,634 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $22,264,487 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Trust liability | $20,552,106 |
| Net pooled equity investments program | $7,572,151 |
| Gift annuity liability | $7,031,314 |
| Uncleared Check Balance in | $0 |
| Operating Cash (Topsided Entry) | $5,020,433 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $40,176,004 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $163,470,378 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $47,166,570 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $7,763,546 | OtherRevenueAmt |
| Revenue Not Reported | $54,930,116 | RevenueNotReportedAmt |
| Revenue Subtotal | $108,540,262 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $108,540,262 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $90,091,072 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $310,820 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $6,703,157 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $7,013,977 | ExpensesNotReportedAmt |
| Expenses Subtotal | $83,077,095 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $83,077,095 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 1a | ---------- |
| Schedule D, Part V, Line 4 | The OSU Foundation holds over 1,950 endowed accounts. University donors have established these funds to provide support in perpetuity for a variety of purposes, including scholarships and fellowships, faculty positions, and general programmatic support. The University, for example, currently has 124 endowed faculty positions supported with such funds. |
| Schedule D, Part XI, Line 2d | Revenue of affiliates $7,763,545; rounding $1 - Total $7,763,546 |
| Schedule D, Part XII, Line 2d | Expenses of Affiliates $3,045,841; Unrealized Gains/Losses $712,860; Gift and Pledge Adjustments $2,944,456 - Total $6,703,157 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Fundraising | $0 |
| East Asia and the Pacific | 0 | 0 | Fundraising | $0 |
| Europe (including Iceland and Greenland) | 0 | 0 | Fundraising | $0 |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Fundraising | $0 |
| South America | 0 | 0 | Fundraising | $0 |
| South Asia | 0 | 0 | Fundraising | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $0 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 1 | ---------- |
| Schedule F, Part IV | Any requirements to file Forms 926, 8621, or 8865 are directly dependent on investments in partnerships that have interest in foreign entities. All partnership K-1s are reviewed and appropriate forms are filed based on information disclosures provided by those partnerships. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | 990 Part VIII Line 8 | NameOfEvent1Amt |
| Gross Receipts Event1 | $350,033 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $0 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $350,033 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $0 | OtherDirectExpensesEvent1Amt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $350,033 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $0 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $350,033 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $0 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $0 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $0 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $350,033 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| J Michael Goodwin | ||||||||||||||
| President and CEO | $364,294 | $0 | $50,000 | $0 | $11,959 | $0 | $43,803 | $0 | $0 | $0 | $470,056 | $0 | $0 | $0 |
| Steve Schauble | ||||||||||||||
| Treasurer, VP and CFO | $195,609 | $0 | $95,000 | $0 | $10,613 | $0 | $46,629 | $0 | $0 | $0 | $347,851 | $0 | $0 | $0 |
| Lynne Fullerton-Baham | ||||||||||||||
| Secretary | $71,832 | $0 | $1,000 | $0 | $6,672 | $0 | $13,335 | $0 | $0 | $0 | $92,839 | $0 | $0 | $0 |
| Shawn Scoville | ||||||||||||||
| Senior VP | $315,643 | $0 | $132,150 | $0 | $9,533 | $0 | $44,294 | $0 | $0 | $0 | $501,620 | $0 | $0 | $0 |
| Kevin J Heaney | ||||||||||||||
| VP | $223,665 | $0 | $96,000 | $0 | $9,773 | $0 | $46,939 | $0 | $0 | $0 | $376,377 | $0 | $0 | $0 |
| Jeffrey W Comfort | ||||||||||||||
| VP | $218,944 | $0 | $30,000 | $0 | $7,607 | $0 | $0 | $0 | $0 | $0 | $256,551 | $0 | $0 | $0 |
| Shawn R Heilbron | ||||||||||||||
| Sr Dir of Development | $179,400 | $0 | $10,000 | $0 | $9,995 | $0 | $34,500 | $0 | $0 | $0 | $233,895 | $0 | $0 | $0 |
| Kevin L Harvey | ||||||||||||||
| Associate VP | $165,254 | $0 | $15,000 | $0 | $14,201 | $0 | $20,587 | $0 | $0 | $0 | $215,042 | $0 | $0 | $0 |
| Helen C Van Natta | ||||||||||||||
| VP | $133,151 | $0 | $20,000 | $0 | $2,273 | $0 | $26,556 | $0 | $0 | $0 | $181,980 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I | ---------- |
| Schedule J, Part I, Line 1a | 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 or companion has been asked to represent the Foundation or University in an official or representative capacity and his or 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 Executive Vice President 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 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 six 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. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 278 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,392,574 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Recognized brokerage at FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I | ---------- |
| Schedule M, Part I, Line 32b | Brokerage firms such as Charles Schwab and TD Ameritrade are used to liquidate noncash gifts such as stock. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Header, Line A | ---------- |
| Form 990, 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 outreach activities, and endowment management and other transactional fees. |
| Form 990, Part VI, Section B, Line 11b | After preparation and thorough review by the organizations Controller, outside accountants and legal counsel, a draft of the Form 990 is distributed to the Audit Committee for full review and comment. After review by the Audit Committee, the Form 990 is made available to all voting members of the Board of Trustees via a secure portal. The Form 990 is also presented to the Trustees by the Chair of the Audit Committee at the December Board of Trustees meeting where the Trustees have the opportunity to raise questions. Three weeks following the posting of the Form 990 and the presentation to the Trustees, the Form 990 is filed with the IRS. |
| Form 990, Part VI, Section B, Line 12c | The Foundation has formal policies and procedures in place for annually documenting potential conflicts of interest 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. |
| Form 990, Part VI, Section B, Line 15 | Compensation Process for Top Official: The compensation of the organizations President/CEO is reviewed extensively on an annual basis. The Board of Trustees, through its committee structure, oversees the development of the President/CEOs annual work plan 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 organizations 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/Key Employees: The compensation of the organizations key employees is reviewed extensively on an annual basis. The employees immediate supervisor oversees the development of an annual work plan 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. |
| Form 990, Part VI, Section C, 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 website. |
| Form 990, Part IX, Line 24e | Program Service: Books, Periodicals & Subscriptions $235,740; Capital Outlay Equipment $1,052,555; Donor Cultivation/Stewardship $366,302; Dues and Memberships $70,348; Licenses and Permits $3,655; Maintenance & Repair - Building $246,924; Maintenance & Repair - Equipment $65,821; Maintenance & Repair - Miscellaneous $319,129; Miscellaneous Expenses $1,427,782; Photography $7,754; Public Relations $1,617,579; Rental & Lease - Equipment $312,705; Rental & Lease - Miscellaneous $200,390; Staff Training $675; Telephone/Internet $47,044; Administrative Gift Fee $2,928,911; and rounding ($1). Management/General: Board of Trustee Expenses $1,603; Books, Periodicals & Subscriptions $3,760; Capital Outlay Equipment $20,431; Donor Cultivation/Stewardship $151,950; Dues and Memberships $2,991; Licenses and Permits $896; Maintenance & Repair - Building $2,263; Maintenance & Repair - Equipment $3,953; Maintenance & Repair - Miscellaneous $67,320; Miscellaneous Expenses $326,238; Public Relations $15,014; Rental & Lease - Equipment $797; Rental & Lease - Miscellaneous $44,140; Staff Training $18,485; Taxes $40,679; Telephone/Internet $972 and rounding ($1). Fundraising: Board of Trustee Expenses $161; Books, Periodicals & Subscriptions $5,453; Donor Cultivation/Stewardship $681,392; Dues and Memberships $60,780; Licenses and Permits $1,984; Miscellaneous Expenses $55,520; Photography $17,757; Public Relations $117,172; Rental & Lease - Equipment $705; Rental & Lease - Miscellaneous $4,503; Staff Training $77,574; Telephone/Internet $3,473 and rounding $1. |
| Form 990, Part XI, Line 9 | Unfulfilled Pledges ($2,944,456); rounding $3 - TOTAL ($2,944,453) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oregon 4-H Foundation | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 Ballard Extension Hall | AddressLine1 |
| City | Corvallis | City |
| State | OR | State |
| ZIP Code | 973313608 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930711337 | EIN |
| Primary Activities | youth education and development | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 9 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Harvey Ranch Inc | ||||||||||
| 44326 Hwy 31 | Paisley | OR | 97636 | 930480881 | Ranch | OR | OSU Foundation | C | 1 | Yes (1) |
| Trysting Tree Golf Club Inc | ||||||||||
| PO Box 989 | Eugene | OR | 97440 | 930974350 | Golf course | OR | OSU Foundation | C | 1 | Yes (1) |
| Charitable Remainder Uni-Trusts (71) | ||||||||||
| 850 Sw 35th Street | Corvallis | OR | 97333 | Investment management | OR | T | ||||
| Charitable Remainder Uni-Trust Net Income (18) | ||||||||||
| 850 SW 35th Street | Corvallis | OR | 97333 | Investment management | OR | T | ||||
| Charitable Remainder Uni-Trust (4) | ||||||||||
| 850 SW 35th Street | Corvallis | OR | 97333 | Investment management | CA | T | ||||
| Charitable Remainder Uni-Trust (4) | ||||||||||
| 850 SW 35th Street | Corvallis | OR | 97333 | Investment management | PA | T | ||||
| Charitable Remainder Annuity Trust (3) | ||||||||||
| 850 SW 35th Street | Corvallis | OR | 97333 | Investment management | OR | T | ||||
| Charitable Remainder Uni-Trust (3) | ||||||||||
| 850 SW 35th Street | Corvallis | OR | 97333 | Investment management | WA | T | ||||
| Charitable Lead Annuity Trust (1) | ||||||||||
| 850 SW 35th Street | Corvallis | OR | 97333 | Investment management | OR | T | ||||
| Charitable Remainder Uni-Trust Net Income (1) | ||||||||||
| 850 SW 35th Street | Corvallis | OR | 97333 | Investment management | WA | T | ||||
| Perpetual Trust (1) | ||||||||||
| 850 SW 35th Street | Corvallis | OR | 97333 | Investment management | WA | T | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Oregon 4-H Foundation | ||
| l | $108,154 | administrative gift fee assessment by OSUF on gifts designated for 4H |
| Oregon 4-H Foundation | ||
| n | $0 | office space, equipment and other support provided at no cost |
| Oregon 4-H Foundation | ||
| o | $186,202 | Several 4H employees are on OSUF payroll and gross payroll costs are borne on a split basis - disclosed amount represents 100% of the cost |
| Oregon 4-H Foundation | ||
| r | $173,671 | net transfers received from 4H regarding interfund and endowment accounting transactions |