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Nonprofiteer
← OKLAHOMA STATE UNIVERSITY FOUNDATION

Form 990 for tax year 2022

Filed by OKLAHOMA STATE UNIVERSITY FOUNDATION.

Totals

Total revenue
$281,473,035
Total expenses
$138,659,825
Contributions and grants received
$230,714,317
Grants paid
$26,439,586
Program services expenses (Part IX)
$109,587,335
Management and general expenses
$11,827,495
Fundraising expenses
$17,244,995
Program service expenses (Part III)
$109,587,335

Program services were 79.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BLAIRE ATKINSON

    PRESIDENT

    Total calculated
    $441,592
    From this org
    $376,136
    From related orgs
    $0
    Other
    $65,456
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $334,340
    Bonus
    $29,624
    Other
    $12,172
    Deferred
    $35,075
    Nontaxable benefits
    $30,381
    Filer's total
    $441,592

  • BRYAN BEGLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BRIAN CALLAHAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAN CLOYDE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANN DYER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOE EASTIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVID HOUSTON

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • GARY HUNERYAGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • AJ JACQUES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR BRETT H JAMESON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GRIFF E JONES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROBERT KEATING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DIANA LAING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHELLY LAMBERTZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOE MARTIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GREG MASSEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GAIL MUNCRIEF

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BILL PATTERSON

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JENELLE SCHATZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BECKY STEEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TERRY STEWART

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • VAUGHN VENNERBERG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BEVERLY WALKER-GRIFFEA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JERRY WINCHESTER

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DARTON ZINK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SCOTT ROBERTS

    VP OF DEVELOPMENT

    Total calculated
    $340,633
    From this org
    $313,899
    From related orgs
    $0
    Other
    $26,734
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $283,964
    Bonus
    $27,410
    Other
    $2,525
    Deferred
    $17,360
    Nontaxable benefits
    $9,374
    Filer's total
    $340,633

  • ROBYN BAKER

    VP GENERAL COUNSEL

    Total calculated
    $328,992
    From this org
    $264,858
    From related orgs
    $0
    Other
    $64,134
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $240,068
    Bonus
    $22,698
    Other
    $2,092
    Deferred
    $31,765
    Nontaxable benefits
    $32,369
    Filer's total
    $328,992

  • DONNA KOEPPE

    VP ADMIN. & TREASURER

    Total calculated
    $328,633
    From this org
    $271,645
    From related orgs
    $0
    Other
    $56,988
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $244,371
    Bonus
    $22,061
    Other
    $5,213
    Deferred
    $31,765
    Nontaxable benefits
    $25,223
    Filer's total
    $328,633

  • CHRISTOPHER CAMPBELL

    SR. AVP OF INFO STRATEGY

    Total calculated
    $275,414
    From this org
    $225,901
    From related orgs
    $0
    Other
    $49,513
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $189,652
    Bonus
    $34,614
    Other
    $1,635
    Deferred
    $24,291
    Nontaxable benefits
    $25,222
    Filer's total
    $275,414

  • JIMMY ALDRIDGE

    AVP OF INFO STRATEGY

    Total calculated
    $257,303
    From this org
    $227,215
    From related orgs
    $0
    Other
    $30,088
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $173,230
    Bonus
    $42,061
    Other
    $11,924
    Deferred
    $21,050
    Nontaxable benefits
    $9,038
    Filer's total
    $257,303

  • TYLERR ROPP

    AVP OF CENTRAL DEV

    Total calculated
    $249,941
    From this org
    $208,009
    From related orgs
    $0
    Other
    $41,932
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $174,439
    Bonus
    $26,872
    Other
    $6,698
    Deferred
    $21,922
    Nontaxable benefits
    $20,010
    Filer's total
    $249,941

  • HEIDI WILLIAMS

    AVP OF CONSTITUENT DEV

    Total calculated
    $248,670
    From this org
    $196,211
    From related orgs
    $0
    Other
    $52,459
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $167,877
    Bonus
    $26,830
    Other
    $1,504
    Deferred
    $21,750
    Nontaxable benefits
    $30,709
    Filer's total
    $248,670

  • SHANE CRAWFORD

    SR AVP LEADERSHIP GIFTS

    Total calculated
    $248,313
    From this org
    $196,813
    From related orgs
    $0
    Other
    $51,500
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $185,434
    Bonus
    $9,545
    Other
    $1,834
    Deferred
    $23,605
    Nontaxable benefits
    $27,895
    Filer's total
    $248,313

  • RYAN HARMS

    CHIEF INVESTMENT OFFICER

    Total calculated
    $518,685
    From this org
    $0
    From related orgs
    $452,196
    Other
    $66,489
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $269,740 related
    Bonus
    $0 + $181,064 related
    Other
    $0 + $1,392 related
    Deferred
    $0 + $35,075 related
    Nontaxable benefits
    $0 + $32,626 related
    Filer's total
    $0 + $519,897 related

  • ASHLEY ROCHE

    COO & GENERAL COUNSEL

    Total calculated
    $490,388
    From this org
    $0
    From related orgs
    $428,138
    Other
    $62,250
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $269,318 related
    Bonus
    $0 + $157,733 related
    Other
    $0 + $1,087 related
    Deferred
    $0 + $30,500 related
    Nontaxable benefits
    $0 + $32,795 related
    Filer's total
    $0 + $491,433 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Travel for companions
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
TRAVEL FOR COMPANIONS IS AUTHORIZED FOR OFFICERS AND DEVELOPMENT PERSONNEL FOR FUNDRAISING AND DONOR CULTIVATION PURPOSES. ALL RELATED TRAVEL OF COMPANIONS IS INCLUDED IN TAXABLE COMPENSATION. SOCIAL CLUB DUES AND EXPENSES ARE ALLOWED FOR QUALIFIED ENTERTAINMENT FOR DONOR CULTIVATION PURPOSES. ANY PERSONAL USE IS INCLUDED IN TAXABLE COMPENSATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202411369349306306

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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