Form 990 for tax year 2023
Filed by FOUNDATION FOR ENGINEERING AT OKLAHOMA STATE UNIVERSITY INC.
Totals
- Total revenue
- $808,870
- Total expenses
- $1,500,712
- Contributions and grants received
- $0
- Grants paid
- $1,500,712
- Program service revenue
- $0
- Investment income
- $808,870
- Other revenue
- $0
- Total assets, end of year
- $133,955,545
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $133,955,545
- Program services expenses (Part IX)
- $1,500,712
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,500,712
Program services were 100.0% 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.
-
7a · Gross sales of assets other than inventory
securities $1,500,712
-
7b · Less cost or other basis and sales expenses
securities $691,842
-
7c · Gain or loss
securities $808,870
-
7d · Net gain or loss
total $808,870 · excluded $808,870
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,500,712 · program services $1,500,712
Balance sheet
Part X, book values.
-
12 · Investments: other securities
beginning of year $121,922,604 · end of year $133,955,545
-
27 · Net assets without donor restrictions
beginning of year $121,922,604 · end of year $133,955,545
Mission and programs · 2023
Mission
THE ORGANIZATION'S MISSION IS TO PROVIDE FINANCIAL SUPPORT WHICH WILL ULTIMATELY LEAD TO AN INCREASE IN THE QUALITY AND NUMBER OF ENGINEERING GRADUATES AT OKLAHOMA STATE UNIVERSITY.
-
THE ORGANIZATION WAS FORMED AS A SUPPORTING ORGANIZATION TO THE OKLAHOMA STATE UNIVERSITY FOUNDATION, INC. (OSUF), A SECTION 501(C)(3) PUBLICLY SUPPORTED CHARITY. AS SUCH, THE ORGANIZATION PROVIDES GRANTS TO OSUF TO SUPPORT THE OSU SCHOOL OF ENGINEERING AND ITS STUDENTS AND FACULTY, WITH THE VISION OF PREPARING AND ENHANCING THE QUALITY AND NUMBER OF GRADUATES.
Expenses $1,500,712 · Grants $1,500,712
As filed on the 2023 return.
Listed in Part VII
-
Blaire AtkinsonBLAIRE ATKINSON
PRESIDENT
- Total calculated
- $512,337
- From this org
- $0
- From related orgs
- $443,494
- Other
- $68,843
- Hours/week
- 2 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $397,312 related
- Bonus
- $0 + $37,750 related
- Other
- $0 + $8,432 related
- Deferred
- $0 + $37,950 related
- Nontaxable benefits
- $0 + $30,893 related
- Filer's total
- $0 + $512,337 related
-
Donna KoeppeDONNA KOEPPE
FORMER TREASURER
- Total calculated
- $348,824
- From this org
- $0
- From related orgs
- $288,672
- Other
- $60,152
- Hours/week
- 2 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $258,799 related
- Bonus
- $0 + $24,372 related
- Other
- $0 + $5,501 related
- Deferred
- $0 + $33,829 related
- Nontaxable benefits
- $0 + $26,323 related
- Filer's total
- $0 + $348,824 related
-
Dawn BarnardDAWN BARNARD
TREASURER
- Total calculated
- $0
- Hours/week
- 2 + 50 related
-
Robyn BakerROBYN BAKER
SECRETARY
- Total calculated
- $349,677
- From this org
- $0
- From related orgs
- $287,139
- Other
- $62,538
- Hours/week
- 2 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $260,030 related
- Bonus
- $0 + $24,939 related
- Other
- $0 + $2,170 related
- Deferred
- $0 + $33,829 related
- Nontaxable benefits
- $0 + $28,709 related
- Filer's total
- $0 + $349,677 related
-
Bill SchlitterBILL SCHLITTER
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Kermit FrankKERMIT FRANK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jerome LoughridgeJEROME LOUGHRIDGE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
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. 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
None.
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
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
-
OKLAHOMA STATE UNIVERSITY FOUNDATION
$1,500,712
PROGRAM SUPPORT
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.
-
OKLAHOMA STATE UNIVERSITY FOUNDATION
501(C)(3) · FUNDRAISE · OK
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 9 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501339349304480
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