Form 990 for tax year 2023
Filed by UNIVERSITY OF CENTRAL OKLAHOMA FDN.
Totals
- Total revenue
- $9,581,830
- Total expenses
- $5,796,913
- Contributions and grants received
- $6,297,374
- Grants paid
- $2,953,075
- Program service revenue
- $60,636
- Investment income
- $3,223,820
- Other revenue
- $0
- Total assets, end of year
- $62,297,981
- Total liabilities, end of year
- $4,371,379
- Net assets or fund balances, end of year
- $57,926,602
- Program services expenses (Part IX)
- $4,370,839
- Management and general expenses
- $1,346,600
- Fundraising expenses
- $79,474
- Program service expenses (Part III)
- $4,370,839
Program services were 75.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$6,297,374
-
1g · Noncash contributions included above
$20,671
-
2a · Program service revenue: JAZZ LAB RENTAL
total $60,636 · related or exempt $60,636
-
3 · Investment income
total $1,805,554 · unrelated business $33,676 · excluded $1,771,878
-
7a · Gross sales of assets other than inventory
securities $2,423,256
-
7b · Less cost or other basis and sales expenses
securities $1,004,990
-
7c · Gain or loss
securities $1,418,266
-
7d · Net gain or loss
total $1,418,266 · excluded $1,418,266
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,953,075 · program services $2,953,075
-
11b · Fees: legal
total $33,825 · management and general $33,825
-
11c · Fees: accounting
total $40,350 · management and general $40,350
-
11f · Fees: investment management
total $7,824 · program services $7,548 · management and general $276
-
11g · Fees: other
total $1,159,783 · program services $512,872 · management and general $567,437 · fundraising $79,474
-
12 · Advertising and promotion
total $197,320 · program services $48,561 · management and general $148,759
-
13 · Office expenses
total $396,139 · program services $259,870 · management and general $136,269
-
14 · Information technology
total $117,315 · program services $13,275 · management and general $104,040
-
17 · Travel
total $263,806 · program services $226,352 · management and general $37,454
-
20 · Interest
total $617 · management and general $617
-
22 · Depreciation, depletion and amortization
total $38,840 · management and general $38,840
-
23 · Insurance
total $6,449 · program services $100 · management and general $6,349
-
24a · Other expenses: TAX EXPENSE
total $1,858 · management and general $1,858
-
24b · Other expenses: EXHIBITIONS, SHOWS, SPE
total $268,839 · program services $164,108 · management and general $104,731
-
24c · Other expenses: ATHLETIC UNIFORMS
total $141,822 · program services $139,260 · management and general $2,562
-
24d · Other expenses: PUBLIC SERVICE
total $108,842 · program services $8,750 · management and general $100,092
-
24e · All other expenses
total $60,209 · program services $37,068 · management and general $23,141
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $209,344 · end of year $372,489
-
2 · Savings and temporary cash investments
beginning of year $3,934,595 · end of year $13,600,472
-
3 · Pledges and grants receivable
beginning of year $1,050,684 · end of year $1,307,533
-
10a · Land, buildings and equipment: cost or other basis
$1,222,671
-
10b · Land, buildings and equipment: accumulated depreciation
$884,380
-
10c · Land, buildings and equipment, net
beginning of year $377,131 · end of year $338,291
-
11 · Investments: publicly traded securities
beginning of year $51,221,357 · end of year $46,332,887
-
15 · Other assets
beginning of year $318,772 · end of year $346,309
-
17 · Accounts payable and accrued expenses
beginning of year $1,771,878 · end of year $1,873,900
-
20 · Tax-exempt bond liabilities
beginning of year $197,057 · end of year $136,679
-
21 · Escrow or custodial account liability
beginning of year $2,997,882 · end of year $2,360,800
-
27 · Net assets without donor restrictions
beginning of year $6,364,045 · end of year $5,500,705
-
28 · Net assets with donor restrictions
beginning of year $45,781,021 · end of year $52,425,897
Mission and programs · 2023
Mission
FUNDING OF COLLEGE SCHOLARSHIPS AND SUPPORT OF UNIVERSITY PROGRAMS.
-
PROVIDE GIFTS, SCHOLARSHIPS, AND ORGANIZATIONAL SUPPORT TO THE UNIVERSITY OF CENTRAL OKLAHOMA AND ITS STUDENTS.
Expenses $4,370,839 · Grants $2,953,075 · Revenue $60,636
As filed on the 2023 return.
Listed in Part VII
-
Brandon WebsterBRANDON WEBSTER
MEMBER AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Carolyn StagerCAROLYN STAGER
DONOR COMMITTEE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Emily LangEMILY LANG
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Jeff AtkinsJEFF ATKINS
GOVERNANCE COMMITTEE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Kirby RossKIRBY ROSS
AUDIT COMMITTEE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Mike PattersonMIKE PATTERSON
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1
-
Monica JacksonMONICA JACKSON
ALUMNI ENGAGEMENT COMMITTEE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Peggy KatesPEGGY KATES
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Randy RossRANDY ROSS
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Sheila StinsonSHEILA STINSON
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Alexis LoprestoALEXIS LOPRESTO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ancel AiringtonANCEL AIRINGTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Andy MacAulayANDY MACAULAY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ann BenjaminANN BENJAMIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Brian DownsBRIAN DOWNS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Candace HobbsCANDACE HOBBS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Carlos EvansCARLOS EVANS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Casey MooreCASEY MOORE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Cynthia Quick BlackCYNTHIA QUICK BLACK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Davis PuryearDAVIS PURYEAR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dennis MoutrayDENNIS MOUTRAY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Derrek BelaseDERREK BELASE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Eric RussellERIC RUSSELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Heidi RussellHEIDI RUSSELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jeanette NanceJEANETTE NANCE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jeff CoilJEFF COIL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer SanchezJENNIFER SANCHEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John Bobb-SempleJOHN BOBB-SEMPLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Joni McClainJONI MCCLAIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kate O'Neill RauberKATE O'NEILL RAUBER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kevin HillKEVIN HILL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Lee BeasleyLEE BEASLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Marilyn DavidsonMARILYN DAVIDSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mark HollandMARK HOLLAND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Matt BlubaughMATT BLUBAUGH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Megan WestbrookMEGAN WESTBROOK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mike KloiberMIKE KLOIBER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mike SteffenMIKE STEFFEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Paige ShepherdPAIGE SHEPHERD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Patrick MokPATRICK MOK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Peggy GeibPEGGY GEIB
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Scott WaughSCOTT WAUGH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Shane PateSHANE PATE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sheely DouglasSHEELY DOUGLAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sherry BeasleySHERRY BEASLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Stacy BozarthSTACY BOZARTH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Tammy AlgerTAMMY ALGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Tom ThompsonTOM THOMPSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Will GattenbyWILL GATTENBY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Victoria CaldwellVICTORIA CALDWELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Darren HelmDARREN HELM
EMERITUS TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Gerry PinkstonGERRY PINKSTON
EMERITUS TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Josh MooreJOSH MOORE
EMERITUS TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Keith KerstenKEITH KERSTEN
EMERITUS TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Larry WestmorelandLARRY WESTMORELAND
EMERITUS TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Ruth BossRUTH BOSS
EMERITUS TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Art CottonART COTTON
PRESIDENT (FORMER)
- Total calculated
- $0
- Hours/week
- 35
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, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
UNIVERSITY OF CENTRAL OKLAHOMA
$1,527,169
SCHOLARSHIPS
-
UNIVERSITY OF CENTRAL OKLAHOMA
$1,425,906
UNIVERSITY SUPPORT
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521349349310792
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.