OREGON STATE UNIVERSITY FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- OREGON STATE UNIVERSITY FOUNDATION (EIN 93-6022772)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-01-07
- IRS object ID
- 201440129349300004
- Schema version
- 2012v2.0
- 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) |
|---|---|---|
| Timestamp | 2014-01-07T18:14:21-07:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936022772 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oregon State University Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OREG | NameControl |
| Phone | 5417374218 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Steven Schauble | Name |
| Title | Vice President & CFO | Title |
| Phone | 5417377499 | Phone |
| Date Signed | 2014-01-07 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | J Michael Goodwin | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | same as C above | AddressLine1 |
| City | Corvallis | City |
| State | OR | State |
| ZIP Code | 97333 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 231876885 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.osufoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1947 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | The OSU Foundation is a 501(c)(3) non-profit corporation chartered to receive, manage, and administer private gifts to support Oregon State University. Private support deepens the University's impact and extends its reach across the state and around the world by helping to make an OSU education accessible to qualified students. It also allows faculty, staff, and students to push the frontiers of knowledge, contributing to the state's prosperity and addressing some of the most pressing challenges facing our planet and its people. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 42 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 42 | NbrIndependentVotingMembers |
| Total Nbr Employees | 138 | TotalNbrEmployees |
| Total Nbr Volunteers | 42 | TotalNbrVolunteers |
| Total Gross UBI | 47475 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 46475 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 65810983 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 51591325 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12295882 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 814362 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 24136386 | InvestmentIncomePriorYear |
| Investment Income Current Year | 26105608 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1821 | OtherRevenuePriorYear |
| Other Revenue Current Year | 14683356 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 102245072 | TotalRevenuePriorYear |
| Total Revenue Current Year | 93194651 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 20196080 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 20143870 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 11108716 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 52374471 | OtherExpensePriorYear |
| Other Expenses Current Year | 51394713 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 72570551 | TotalExpensesPriorYear |
| Total Expenses Current Year | 71538583 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 29674521 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 21656068 | RevenuesLessExpensesCY |
| Total Assets BOY | 571279168 | TotalAssetsBOY |
| Total Assets EOY | 585507323 | TotalAssetsEOY |
| Total Liabilities BOY | 41065509 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 32213670 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 530213659 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 553293653 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The OSU Foundation is a 501(c)(3) non-profit corporation chartered to receive, manage, and administer private gifts to support Oregon State University. Private support deepens the University's impact and extends its reach across the state and around the world by helping to make an OSU education accessible to qualified students. It also allows faculty, staff, and students to push the frontiers of knowledge, contributing to the state's prosperity and addressing some of the most pressing challenges facing our planet and its people. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8010227 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7039055 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | CAPITAL PROGRAMS: The OSU Foundation distributed these amounts to the University in FY13 to support the construction, renovation, and acquisition of campus facilities. Major projects in FY13 included the construction launch of Austin Hall in the College of Business, opening of the Student Success Center, completion of a new basketball practice facility, opening of the Native American longhouse, dedication of a new track & field facility, and opening of a new facility for animal sciences. Donors to the campaign for OSU are making possible the construction or renovation of 27 such university facilities. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9111303 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | INSTRUCTION AND RESEARCH: The OSU Foundation distributed these amounts to the University in FY13 to support teaching & research. With 122 endowed faculty positions at the University, donors to the OSU Foundation provide critically needed private funds to help recruit & retain world-class talent in the classrooms & labs. During the year, Foundation funds helped support OSU's internationally renowned programs in oceanography, forestry, and ag sciences, among others. | Description |
Activity Other ActivityOther (13 entries)
| ExpenseExpense | GrantsGrants | RevenueRevenue | DescriptionDescription |
|---|---|---|---|
| 2458095 | 0 | 0 | Administrative gift fees |
| 5149289 | 0 | 0 | Endowment management fees |
| 4470294 | 0 | 0 | Interest |
| 1261031 | 0 | 0 | Investment management fees |
| 663507 | 0 | 0 | Minor office equipment |
| 8380997 | 0 | 0 | Other program service expenses |
| 2301317 | 0 | 0 | Payroll |
| 657433 | 0 | 0 | Professional services |
| 1268675 | 0 | 0 | Public relations |
| 1798374 | 0 | 0 | Services |
| 1438159 | 0 | 0 | Travel |
| 0 | 0 | 364205 | Registration/conference fees |
| 0 | 0 | 223762 | Skybox rental income |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 29847171 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 587967 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 54007756 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 139 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 138 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 3 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 1 | Form8899Filed |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 42 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 42 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Patricia Nowak | NamePerson |
| Telephone Number | 5417374922 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 SW 35th Street | AddressLine1 |
| City | Corvallis | City |
| State | OR | State |
| ZIP Code | 97333 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (51 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| Harold Ashford | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Penny Yanno Atkins | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Celia Lee Austin | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Stephen M Bailey | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Cynthia D Campbell | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Tanja Cebula | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Jon DeVaan | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Thomas A Davies | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Jame E Coleman | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Jill Wissler Eiland | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Gayle Fitzpatrick | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Steve J Gomo | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Ken Griggs | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Scott Hildebrandt | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Eric H I Hoffman | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Edmon R Jennings | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Mark J Kralj | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Bert Loughmiller | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Elise F McClure | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Sue McGrath | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Patrick Mendenhall | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Gregory Merten | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Laura Naumes | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Irva Kay Neyhart | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Natalie Giustina Newlove | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Diane Detering Paddison | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Tod Perkins | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| James J Piro | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Roderick Ray | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Patricia V Reser | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Eric J Schoenstein | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Greg Serrurier | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Harley Smith | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| John Stirek | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| David A Thompson | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Tom Toomey | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Tony Williams | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| James G Youde | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Steve A Zamsky | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Patrick F Stone | |||||||||
| Chair | 2 | 0 | X | 0 | 0 | 0 | X | ||
| Ruth A Beyer | |||||||||
| Chair Elect | 2 | 0 | X | 0 | 0 | 0 | X | ||
| Paul Lorenzini | |||||||||
| Past Chair | 2 | 0 | X | 0 | 0 | 0 | X | ||
| J Michael Goodwin | |||||||||
| President and CEO | 40 | 0 | 407899 | 0 | 42500 | X | |||
| Steven Schauble | |||||||||
| Treasurer, VP and CFO | 40 | 0 | 206484 | 0 | 35375 | X | |||
| Lynne Fullerton-Baham | |||||||||
| Secretary | 40 | 0 | 76476 | 0 | 12828 | X | |||
| Shawn Scoville | |||||||||
| Senior VP | 40 | 0 | 316438 | 0 | 43427 | X | |||
| Kevin J Heaney | |||||||||
| VP | 40 | 0 | 225323 | 0 | 39453 | X | |||
| Helen C Van Natta | |||||||||
| VP | 50 | 0 | 216510 | 0 | 36456 | X | |||
| Dan C Peterson | |||||||||
| VP | 40 | 0 | 193998 | 0 | 34462 | X | |||
| Shawn R Heilbron | |||||||||
| Sr Dir of Development | 40 | 0 | 179145 | 0 | 31264 | X | |||
| Robert E Westlund | |||||||||
| VP Emeritus | 40 | 0 | 148913 | 0 | 24008 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1971186 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 299773 | TotalOtherCompensation |
| Number Individuals GT100 K | 32 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line2AddressOfContractor/AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|
| Mercer | ||||||
| PO Box 730182 | Dallas | TX | 753730182 | Consulting | 373551 | |
| Stoel Rives LLP | ||||||
| 900 SW Fifth Ave Suite 2600 | Portland | OR | 972041268 | Legal | 219113 | |
| Sodexo Inc & Affiliates | ||||||
| Dept 43283 | Boise | ID | 83706 | Catering | 213653 | 1365 N Orchard Suite 373 |
| Sports Air Management | ||||||
| 2009 Grafton Ave | Henderson | NV | 89074 | Travel services | 138000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 51591325 | AllOtherContributions |
| Noncash Contributions | 5490290 | NoncashContributions |
| Total Contributions | 51591325 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Registration/conference | 900099 | 364205 | 364205 | 0 | $0 |
| Facility Usage | 900099 | 223762 | 0 | 0 | $223,762 |
| Other Revenue - Services | 900099 | 82937 | 82937 | 0 | $0 |
| Membership dues | 900099 | 35566 | 35566 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 107892 | TotalRevenueColumn |
| Related Or Exempt Function Income | 107892 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 814362 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14633453 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $14,633,453 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 152049 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 152049 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 152049 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $152,049 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 149379988 | Securities |
| Other | 774401 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 137838297 | Securities |
| Other | 843937 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11541691 | Securities |
| Other | -69536 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11472155 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $11,472,155 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 297120 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 297120 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $297,120 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Management fees | 900099 | 7946236 | 7946236 | 0 | $0 |
| Contract agreement with OSU | 900099 | 4676530 | 4676530 | 0 | $0 |
| Change in Split Interest Agreements | 900099 | 1521591 | 0 | 0 | $1,521,591 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 89830 | TotalRevenueColumn |
| Related Or Exempt Function Income | 105165 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 47475 | UnrelatedBusinessRevenue |
| Exclusion | -$62,810 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 14234187 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 93194651 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13318531 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 47475 | UnrelatedBusinessRevenue |
| Exclusion | $28,237,320 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1427755 | Total |
| Management And General | 366397 | ManagementAndGeneral |
| Fundraising | 1061358 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15484005 | Total |
| Program Services | 7446381 | ProgramServices |
| Management And General | 2263420 | ManagementAndGeneral |
| Fundraising | 5774204 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1219276 | Total |
| Management And General | 309160 | ManagementAndGeneral |
| Fundraising | 910116 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1297409 | Total |
| Program Services | 19579 | ProgramServices |
| Management And General | 446980 | ManagementAndGeneral |
| Fundraising | 830850 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 715425 | Total |
| Management And General | 215866 | ManagementAndGeneral |
| Fundraising | 499559 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143200 | Total |
| Program Services | 2334 | ProgramServices |
| Management And General | 137216 | ManagementAndGeneral |
| Fundraising | 3650 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146863 | Total |
| Program Services | 525 | ProgramServices |
| Management And General | 146338 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47371 | Total |
| Program Services | 47371 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1300868 | Total |
| Program Services | 1261031 | ProgramServices |
| Management And General | 39837 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 663223 | Total |
| Program Services | 363522 | ProgramServices |
| Management And General | 50152 | ManagementAndGeneral |
| Fundraising | 249549 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 486787 | Total |
| Program Services | 396504 | ProgramServices |
| Fundraising | 90283 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3377518 | Total |
| Program Services | 2776257 | ProgramServices |
| Management And General | 301611 | ManagementAndGeneral |
| Fundraising | 299650 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 485874 | Total |
| Program Services | 132424 | ProgramServices |
| Management And General | 285215 | ManagementAndGeneral |
| Fundraising | 68235 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 785318 | Total |
| Management And General | 784292 | ManagementAndGeneral |
| Fundraising | 1026 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2750202 | Total |
| Program Services | 2221984 | ProgramServices |
| Management And General | 74776 | ManagementAndGeneral |
| Fundraising | 453442 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 425922 | Total |
| Program Services | 319095 | ProgramServices |
| Management And General | 29340 | ManagementAndGeneral |
| Fundraising | 77487 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4950454 | Total |
| Program Services | 4869968 | ProgramServices |
| Management And General | 80323 | ManagementAndGeneral |
| Fundraising | 163 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78824 | Total |
| Management And General | 78824 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 217939 | Total |
| Program Services | 167835 | ProgramServices |
| Management And General | 48849 | ManagementAndGeneral |
| Fundraising | 1255 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Capital outlay land & bldg | 5397519 | 5397519 | 0 | 0 |
| Special program expense | 4151697 | 4145184 | 13 | 6500 |
| Awards and scholarships | 8911582 | 8903474 | 1740 | 6368 |
| Transfer out endowment fee | 5149289 | 5149289 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11924263 | Total |
| Program Services | 10387480 | ProgramServices |
| Management And General | 761762 | ManagementAndGeneral |
| Fundraising | 775021 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71538583 | Total |
| Program Services | 54007756 | ProgramServices |
| Management And General | 6422111 | ManagementAndGeneral |
| Fundraising | 11108716 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10508891 | BOY |
| EOY | 27801619 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44459938 | BOY |
| EOY | 41984050 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 477720 | BOY |
| EOY | 348530 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 729750 | BOY |
| EOY | 700000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 747091 | BOY |
| EOY | 427830 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 886044 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 515742 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12801123 | BOY |
| EOY | 370302 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 268679541 | BOY |
| EOY | 310070765 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 164979734 | BOY |
| EOY | 183092220 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67895380 | BOY |
| EOY | 20712007 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 571279168 | BOY |
| EOY | 585507323 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11888427 | BOY |
| EOY | 5000047 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 592819 | BOY |
| EOY | 352298 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 700000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28584263 | BOY |
| EOY | 26161325 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41065509 | BOY |
| EOY | 32213670 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -9717176 | BOY |
| EOY | -3156330 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 222739056 | BOY |
| EOY | 229351423 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 317191779 | BOY |
| EOY | 327098560 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 530213659 | BOY |
| EOY | 553293653 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 571279168 | BOY |
| EOY | 585507323 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 21656068 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 16062958 | ReconciliationUnrealizedInvest |
| Reconcilation Donated Services | 0 | ReconcilationDonatedServices |
| Reconcilation Invest Expenses | 0 | ReconcilationInvestExpenses |
| Reconcilation Prior Adjustment | -14019623 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | -619409 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 56523602 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 57786521 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 65697580 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 65513430 | CurrentTaxYearMinus1Year |
| Current Tax Year | 51591325 | CurrentTaxYear |
| Total | 297112458 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 56523602 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 57786521 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 65697580 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 65513430 | CurrentTaxYearMinus1Year |
| Current Tax Year | 51591325 | CurrentTaxYear |
| Total | 297112458 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 27138986 | AmountsSubstContributorsTotal |
| Public Support Total170 | 269973472 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6634897 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8385874 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8771916 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10738010 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10278483 | CurrentTaxYear |
| Total | 44809180 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14739 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4048 | CurrentTaxYearMinus1Year |
| Current Tax Year | 46475 | CurrentTaxYear |
| Total | 65262 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2109687 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 538295 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1466516 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2074552 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4687295 | CurrentTaxYear |
| Total | 10876345 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 352863245 | TotalSupport |
| Gross Receipts From Admissions Etc | 7057265 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.76509 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.7759 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Part II, Section B, Line 10, column (f): Income from Partnerships $10,640,765; Other investment income $485,601; Accrued income from Endowment Pool ($184,759); adj for UBI from partnership K-1s that is reported on line 9 ($65,262) - TOTAL $10,876,345 | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 47371 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 47371 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 71491212 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 71538583 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 0 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 2000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 0 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 42158 | CurrentYearMinus1 |
| Current Year | 47371 | CurrentYear |
| Total | 89529 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 0 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 500000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $750,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 0 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Current Year | 0 | CurrentYear |
| Total | 0 | Total |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchC_P2A_S00_L02a | Identifier |
| Return Reference | Schedule C, Part II-A, Line 2a | ReturnReference |
| Explanation | Explanation of four year averaging - FYE 6/30/12 was the first year for which the organization made an election under section 501(H) | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 440934507 | BeginningOfYearBalance |
| Contributions | 20434072 | Contributions |
| Investment Earnings Or Losses | 37164218 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5964627 | GrantsOrScholarships |
| Other Expenditures | 15342926 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 477225244 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 445818814 | BeginningOfYearBalance |
| Contributions | 25400516 | Contributions |
| Investment Earnings Or Losses | -9681821 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5969991 | GrantsOrScholarships |
| Other Expenditures | 14633011 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 440934507 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 379601606 | BeginningOfYearBalance |
| Contributions | 22712792 | Contributions |
| Investment Earnings Or Losses | 62794733 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5847492 | GrantsOrScholarships |
| Other Expenditures | 13442825 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 445818814 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 354858095 | BeginningOfYearBalance |
| Contributions | 15725969 | Contributions |
| Investment Earnings Or Losses | 27164546 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4150571 | GrantsOrScholarships |
| Other Expenditures | 13996433 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 379601606 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 462432355 | BeginningOfYearBalance |
| Contributions | 21365157 | Contributions |
| Investment Earnings Or Losses | -115962870 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4919844 | GrantsOrScholarships |
| Other Expenditures | 8056703 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 354858095 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.0111 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.6996 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.2893 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 164200 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 164200 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 67751 | OtherCostOrOtherBasis |
| Depreciation | 27118 | Depreciation |
| Book Value | 40633 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 93088 | OtherCostOrOtherBasis |
| Depreciation | 61398 | Depreciation |
| Book Value | 31690 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 561005 | OtherCostOrOtherBasis |
| Depreciation | 427226 | Depreciation |
| Book Value | 133779 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 370302 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (8 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Partnerships | 48345938 | F |
| Equities | 34901995 | F |
| Fixed Income | 32083797 | F |
| Hedge Funds | 47057110 | F |
| Mortgages, Notes & Contracts | 7458535 | F |
| Other | 6222794 | F |
| Investment Receivable | 347051 | F |
| Real property held for investment | 6675000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 183092220 | TotalOfBookValueSecurities |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Real property held for sale | 7177061 |
| Lead trusts | 1050189 |
| Remainder trusts - held outside | 9907382 |
| Perpetual trusts | 1453385 |
| Other assets | 1123990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 20712007 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Gift annuity liability | $7,102,010 |
| Trust liability | $19,059,315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 26161325 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 112223018 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 16325834 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 2702533 | OtherRevenues |
| Revenue Not Rptd F990 | 19028367 | RevenueNotRptdF990 |
| Revenue Subtotal | 93194651 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 93194651 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 74959938 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 3421355 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 3421355 | ExpensesNotRptdF990 |
| Expenses Subtotal | 71538583 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 71538583 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The OSU Foundation holds over 1,900 endowed accounts. University donors have established these funds to provide support in perpetuity for a variety of purposes, including scholarships & fellowships, faculty positions, and general programmatic support. The university, for example, currently has 122 endowed faculty positions supported with such funds. |
| SchD_P11_S00_L02d | Schedule D, Part XI, Line 2d | Revenue of Affiliates $2,702,533 |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Expenses of Affiliates $1,938,669; Unrealized Gains/Losses $262,876; Gift and Pledge Adjustments $1,219,808; rounding $2 - TOTAL $3,421,355 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | East Asia and the Pacific | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Fundraising | TypeOfActivitiesConducted |
| Total Expenditures | 28192 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 28192 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchF_P04_S00_L00 | Identifier |
| Return Reference | Schedule F, Part IV | ReturnReference |
| Explanation | Any requirements to file Forms 926, 8621, or 8865 are directly dependent on investments in partnerships that have interests in foreign entities. All partnership K-1s are reviewed and appropriate foreign forms are filed based on information disclosures provided by those partnerships. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | 990 Part VIII Line 8 | NameOfEvent1 |
| Gross Receipts Event1 | 297120 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 0 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 297120 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 0 | OtherDirectExpensesEvent1 |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Gross Receipts Total | 297120 | GrossReceiptsTotal |
| Charitable Contributions Total | 0 | CharitableContributionsTotal |
| Gross Revenue Total Events | 297120 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 0 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 0 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 0 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 0 | DirectExpenseSummaryEvents |
| Net Income Summary | 297120 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| J Michael Goodwin | ||||||||||||||
| President and CEO | 361857 | 0 | 50000 | 0 | 5412 | 0 | 42500 | 0 | 9370 | 0 | 469139 | 0 | 0 | 0 |
| Steven Schauble | ||||||||||||||
| Treasurer, VP and CFO | 190586 | 0 | 20000 | 0 | 4308 | 0 | 35375 | 0 | 8410 | 0 | 258679 | 0 | 0 | 0 |
| Shawn Scoville | ||||||||||||||
| Senior VP | 300623 | 0 | 25000 | 0 | 5225 | 0 | 43427 | 0 | 14410 | 0 | 388685 | 0 | 0 | 0 |
| Kevin J Heaney | ||||||||||||||
| VP | 217075 | 0 | 15000 | 0 | 4058 | 0 | 39453 | 0 | 10810 | 0 | 286396 | 0 | 0 | 0 |
| Helen C Van Natta | ||||||||||||||
| VP | 194447 | 0 | 20000 | 0 | 2063 | 0 | 36456 | 0 | 0 | 0 | 252966 | 0 | 0 | 0 |
| Dan C Peterson | ||||||||||||||
| VP | 182719 | 0 | 20000 | 0 | 661 | 0 | 34462 | 0 | 9382 | 0 | 247224 | 0 | 0 | 0 |
| Shawn R Heilbron | ||||||||||||||
| Sr Dir of Development | 173904 | 0 | 10000 | 0 | 3651 | 0 | 31264 | 0 | 8410 | 0 | 227229 | 0 | 0 | 0 |
| Robert E Westlund | ||||||||||||||
| VP Emeritus | 140222 | 0 | 1000 | 0 | 7691 | 0 | 24008 | 0 | 0 | 0 | 172921 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchJ_P01_S00_L01a | Identifier |
| Return Reference | Schedule J, Part I, Line 1a | ReturnReference |
| Explanation | First Class Travel: The OSU Foundation allows for first class travel in those cases when traveling to overseas locations will result in flight and travel times in excess of 14 hours as per Joint Federal Travel Regulations. Travel companions: In accordance with the OSU Foundation's formal distribution policy, travel expenses for spouses or other companions are reimbursable only if the spouse/companion has been asked to represent the Foundation or University in an official or representative capacity and his/her presence is critical for the conduct of such official business. During the reporting period, the Foundation paid travel expenses for the spouse of the President/CEO and the spouse of the 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. Travel policies are approved by the Board after a detailed review by the appropriate committee. Policies are subject to periodic review by management and any changes are brought to the Board for discussion and approval. Health or social club dues or initiation fees: During the reporting period, the Foundation paid social club dues for seven employees. The memberships were deemed critical for the conduct of official business by providing access to meeting and event facilities for the organization and facilitating the cultivation and stewardship of alumni and donors. | Explanation |
Schedule M IRS990ScheduleM
Boats And Planes BoatsAndPlanes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 35000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Third Party Appraiser | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 226 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5212695 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Recognized Brokerage at FMV | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 240600 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Third Party Appraiser | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1995 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Third Party Appraiser | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchM_P01_S00_L32b | Identifier |
| Return Reference | Schedule M, Part I, Line 32b | ReturnReference |
| Explanation | Brokerage firms such as Charles Schwab and TD Ameritrade are used to liquidate noncash gifts such as stock. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P03_S00_L04d | 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. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | After preparation and thorough review by the organization's Controller, outside accountants and legal counsel, a draft of the Form 990 is distributed to the Audit Committee for review and comment. After approval 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 fo the Trustees, the Form 990 is filed with the IRS. |
| F990_P06_S0B_L12c | 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. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | Compensation Process for Top Official: The compensation of the organization's President/CEO is reviewed extensively on an annual basis. The Board of Trustees, through its committee structure, oversees the development of the President/CEO's annual 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 organization's performance and the leadership of its top executive. Additionally, the Compensation Committee of the Board of Trustees performs an annual review of the top executive's total compensation package, which includes a review of personal and organizational performance and benchmarking of peer institutions' compensation structures. -----------------------------------------------------------------------------------------------------------------------Compensation Process for Officers: The compensation of the organization's key employees is reviewed extensively on an annual basis. The employee's immediate supervisor oversees the development of an annual 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. |
| F990_P06_S0C_L19 | 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 |
| F990_P11_S00_L09 | Form 990, Part XI, Line 9 | Unfulfilled Pledges ($619,406) Rounding ($3) TOTAL ($619,408) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oregon 4-H Foundation | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | OR | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 9 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Harvey Ranch Inc | ||||||||||||
| 44326 Hwy 31 | Paisley | OR | 97636 | 930480881 | Ranch | OR | OSU Foundation | C | 341198 | 256785 | 1 | 1 |
| Trysting Tree Golf Club Inc | ||||||||||||
| PO Box 989 | Eugene | OR | 97440 | 930974350 | Golf course | OR | OSU Foundation | C | 974713 | 1705956 | 1 | 1 |
| Charitable Remainder Annuity Trusts (3) | ||||||||||||
| 850 SW 35th Street | Corvallis | OR | 97333 | Investment management | OR | T | ||||||
| Charitable Remainder Uni-Trusts (84) | ||||||||||||
| 850 Sw 35th Street | Corvallis | OR | 97333 | Investment management | OR | T | ||||||
| Charitable Remainder Uni-Trust (2) | ||||||||||||
| 850 SW 35th Street | Corvallis | OR | 97333 | Investment management | WA | T | ||||||
| Charitable Remainder Uni-Trust Net Income (19) | ||||||||||||
| 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 | ||||||
| Charitable Lead Uni-Trust (1) | ||||||||||||
| 850 SW 35th Street | Corvallis | OR | 97333 | Investment management | OR | T | ||||||
| Charitable Lead Annuity Trust (2) | ||||||||||||
| 850 SW 35th Street | Corvallis | OR | 97333 | Investment management | OR | T | ||||||
| Charitable Remainder Uni-Trust (1) | ||||||||||||
| 850 SW 35th Street | Corvallis | OR | 97333 | Investment management | CA | T | ||||||
| Perpetual Trust (1) | ||||||||||||
| 850 SW 35th Street | Corvallis | OR | 97333 | Investment management | WA | T | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 1 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Trysting Tree Golf Club Inc | ||
| f | 40000 | amount based on annual operating results |
| Oregon 4-H Foundation | ||
| l | 60160 | administrative gift fee assessed 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 | 187500 | 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 | 407718 | net transfers received from 4H regarding interfund and endowment accounting transactions |