Totals
- Total revenue
- $6,462,721
- Total expenses
- $5,337,585
- Contributions and grants received
- $4,954,678
- Grants paid
- $1,607,287
- Program service revenue
- $0
- Investment income
- $349,088
- Other revenue
- $1,158,955
- Total assets, end of year
- $80,075,581
- Total liabilities, end of year
- $953,677
- Net assets or fund balances, end of year
- $79,121,904
- Program services expenses (Part IX)
- $4,607,638
- Management and general expenses
- $522,050
- Fundraising expenses
- $207,897
- Program service expenses (Part III)
- $4,607,638
Program services were 86.3% 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
$4,954,678
-
1g · Noncash contributions included above
$28,157
-
3 · Investment income
total $347,281 · unrelated business -$982 · excluded $348,263
-
7a · Gross sales of assets other than inventory
securities $16,439,955
-
7b · Less cost or other basis and sales expenses
securities $16,438,148
-
7c · Gain or loss
securities $1,807
-
7d · Net gain or loss
total $1,807 · excluded $1,807
-
11a · Other revenue: PROGRAM REVENUE
total $695,982 · related or exempt $695,982
-
11b · Other revenue: WRVO SUPPORT
total $330,506 · related or exempt $330,506
-
11c · Other revenue: OBCR SUPPORT
total $130,375 · related or exempt $130,375
-
11d · All other revenue
total $2,092 · related or exempt $2,092
-
11e · Other revenue, total
$1,158,955
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $125,000 · program services $125,000
-
2 · Grants to domestic individuals
total $1,482,287 · program services $1,482,287
-
11b · Fees: legal
total $543 · management and general $543
-
11c · Fees: accounting
total $14,800 · management and general $14,800
-
11f · Fees: investment management
total $75,381 · management and general $75,381
-
13 · Office expenses
total $29,108 · management and general $16,725 · fundraising $12,383
-
14 · Information technology
total $216,133 · management and general $176,099 · fundraising $40,034
-
17 · Travel
total $17,175 · management and general $4,923 · fundraising $12,252
-
22 · Depreciation, depletion and amortization
total $1,875 · management and general $1,875
-
23 · Insurance
total $17,091 · management and general $17,091
-
24a · Other expenses: CAMPUS DEPT. & ORG.
total $3,000,351 · program services $3,000,351
-
24b · Other expenses: LEASED EMPLOYEE EXPENSE
total $253,401 · management and general $144,871 · fundraising $108,530
-
24c · Other expenses: EVENTS AND STEWARDSHIP
total $72,615 · management and general $38,101 · fundraising $34,514
-
24d · Other expenses: BAD DEBT
total $1,242 · management and general $1,242
-
24e · All other expenses
total $30,583 · management and general $30,399 · fundraising $184
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,006,676 · end of year $778,569
-
3 · Pledges and grants receivable
beginning of year $2,298,729 · end of year $2,420,414
-
9 · Prepaid expenses and deferred charges
beginning of year $47,108 · end of year $58,978
-
10a · Land, buildings and equipment: cost or other basis
$192,202
-
10b · Land, buildings and equipment: accumulated depreciation
$10,781
-
10c · Land, buildings and equipment, net
beginning of year $183,296 · end of year $181,421
-
12 · Investments: other securities
beginning of year $64,839,670 · end of year $76,636,199
-
17 · Accounts payable and accrued expenses
beginning of year $272,307 · end of year $86,410
-
19 · Deferred revenue
beginning of year $60,352 · end of year $58,245
-
21 · Escrow or custodial account liability
beginning of year $273,583 · end of year $302,388
-
25 · Other liabilities
beginning of year $355,973 · end of year $506,634
-
27 · Net assets without donor restrictions
beginning of year $1,163,449 · end of year $1,752,042
-
28 · Net assets with donor restrictions
beginning of year $67,249,815 · end of year $77,369,862
Mission and programs · 2023
Mission
RAISE AND MANAGE PRIVATE SUPPORT TO ADVANCE THE MISSION OF THE STATE UNIVERSITY OF NEW YORK AT OSWEGO. FOUNDED IN 1947, THE FOUNDATION WAS ESTABLISHED TO FOSTER, ENCOURAGE, PROMOTE AND SUPPORT THE SCIENTIFIC, LITERARY, EDUCATIONAL AND CULTURAL PURPOSES OF SUNY OSWEGO.
-
OPERATING EXPENSE AND SUPPORT FOR VARIOUS CAMPUS DEPARTMENTS AND PROGRAMS.
Expenses $3,000,351
-
STUDENT SCHOLARSHIPS
Expenses $1,482,287 · Grants $1,482,287
-
SUPPORT THE OPERATING BUDGET OF THE OSWEGO ALUMNI ASSOCATION, INC.
Expenses $125,000 · Grants $125,000
As filed on the 2023 return.
Listed in Part VII
-
Michael DurneyMICHAEL DURNEY
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Rose CraneROSE CRANE
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Doreen MochrieDOREEN MOCHRIE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Bill BurnsBILL BURNS
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Bob GarrettBOB GARRETT
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Mark BaumMARK BAUM
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
Matt JenalMATT JENAL
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Marcus McFee-WaltersMARCUS MCFEE-WALTERS
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Robert MoritzROBERT MORITZ
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Colleen MurphyCOLLEEN MURPHY
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
William SpinelliWILLIAM SPINELLI
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Mark TryniskiMARK TRYNISKI
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Joseph YacuraJOSEPH YACURA
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Dianora De MarcoDIANORA DE MARCO
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Jennifer ShropshireJENNIFER SHROPSHIRE
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Joseph CoughlinJOSEPH COUGHLIN
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Thomas SchneiderTHOMAS SCHNEIDER
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Kathy BowerKATHY BOWER
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Mary CanaleMARY CANALE
PRESIDENT & VP FOR DEVELOP
- Total calculated
- $209,308
- From this org
- $136,050
- From related orgs
- $73,258
- Other
- $0
- Hours/week
- 22.5 + 15 related
Schedule J breakdown matched by us
- Base
- $136,050 + $73,258 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $136,050 + $73,258 related
-
Al RokerAL ROKER
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
James HollandJAMES HOLLAND
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Jeff RagovinJEFF RAGOVIN
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Victoria FurlongVICTORIA FURLONG
VP FOR ADMIN & FINANCE TREASURER
- Total calculated
- $236,101
- From this org
- $0
- From related orgs
- $236,101
- Other
- $0
- Hours/week
- 0.25 + 37.25 related
Schedule J breakdown matched by us
- Base
- $0 + $236,101 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $236,101 related
-
Jennifer CareyJENNIFER CAREY
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Aunree HoustonAUNREE HOUSTON
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Susannah SchaeferSUSANNAH SCHAEFER
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Jeff KnaussJEFF KNAUSS
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Kendis GibsonKENDIS GIBSON
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Peter NwosuPETER NWOSU
VICE PRESIDENT
- Total calculated
- $97,717
- From this org
- $0
- From related orgs
- $97,717
- Other
- $0
- Hours/week
- 0.5
-
James TriandiflouJAMES TRIANDIFLOU
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Thomas YatesTHOMAS YATES
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Mark SlaytonMARK SLAYTON
ASST. VP OF A&D FINANCE, O
- Total calculated
- $168,626
- From this org
- $160,195
- From related orgs
- $8,431
- Other
- $0
- Hours/week
- 33.75 + 3.75 related
Schedule J breakdown matched by us
- Base
- $160,195 + $8,431 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $160,195 + $8,431 related
-
Laura Pavlus KellyLAURA PAVLUS KELLY
EXECUTIVE DIRECTOR/ EX OFFICIO
- Total calculated
- $103,199
- From this org
- $5,160
- From related orgs
- $98,039
- Other
- $0
- Hours/week
- 0 + 37.5 related
-
Mary ToaleMARY TOALE
FORMER OFFICER IN CHARGE
- Total calculated
- $249,350
- From this org
- $0
- From related orgs
- $249,350
- Other
- $0
- Hours/week
- 0.25 + 37.25 related
Schedule J breakdown matched by us
- Base
- $0 + $249,350 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $249,350 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, 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
-
$125,000
TO ASSIST WITH OPERATING BUDGET.
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.
-
SUNY OSWEGO
PUBLIC COLLEGE · NY
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
OCF PROPERTIES LLC
TO OWN AND HOLD REAL PROPERTY. · NY · assets $89,219
Directly controlled by OSWEGO UNIVERSITY FOUNDATION INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 October 2024
- IRS schema version
- 2023v6.0
- Source object
- 202511299349302481
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