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Nonprofiteer
← OREGON STATE UNIVERSITY FOUNDATION

Form 990 for tax year 2023

Filed by OREGON STATE UNIVERSITY FOUNDATION.

Totals

Total revenue
$184,857,482
Total expenses
$161,012,332
Contributions and grants received
$134,593,239
Grants paid
$0
Program services expenses (Part IX)
$126,792,946
Management and general expenses
$11,060,350
Fundraising expenses
$23,159,036
Program service expenses (Part III)
$126,792,946

Program services were 78.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Shawn Scoville

    President and CEO

    Total calculated
    $805,446
    From this org
    $722,979
    From related orgs
    $0
    Other
    $82,467
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $609,715
    Bonus
    $113,264
    Other
    $0
    Deferred
    $56,100
    Nontaxable benefits
    $26,367
    Filer's total
    $805,446
  • Todd R Bastian

    Senior VP, Development

    Total calculated
    $435,709
    From this org
    $355,353
    From related orgs
    $0
    Other
    $80,356
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $322,853
    Bonus
    $32,500
    Other
    $0
    Deferred
    $54,989
    Nontaxable benefits
    $25,367
    Filer's total
    $435,709
  • Constance C French

    VP for Principal Gifts

    Total calculated
    $425,272
    From this org
    $361,515
    From related orgs
    $0
    Other
    $63,757
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $335,515
    Bonus
    $26,000
    Other
    $0
    Deferred
    $51,547
    Nontaxable benefits
    $12,209
    Filer's total
    $425,271
  • Jeffrey W Comfort

    VP Gift Planning and Principal Gifts

    Total calculated
    $395,096
    From this org
    $334,268
    From related orgs
    $0
    Other
    $60,828
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $287,268
    Bonus
    $47,000
    Other
    $0
    Deferred
    $51,565
    Nontaxable benefits
    $9,263
    Filer's total
    $395,096
  • Steven M Schauble

    Treasurer, VP and CFO

    Total calculated
    $392,567
    From this org
    $330,523
    From related orgs
    $0
    Other
    $62,044
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $295,523
    Bonus
    $35,000
    Other
    $0
    Deferred
    $47,823
    Nontaxable benefits
    $14,222
    Filer's total
    $392,568
  • Aaron Escobar

    VP Development, Athletics

    Total calculated
    $364,058
    From this org
    $290,016
    From related orgs
    $0
    Other
    $74,042
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $263,016
    Bonus
    $27,000
    Other
    $0
    Deferred
    $48,675
    Nontaxable benefits
    $25,367
    Filer's total
    $364,058
  • Kevin L Harvey

    Treasurer, VP & CFO

    Total calculated
    $361,655
    From this org
    $286,746
    From related orgs
    $0
    Other
    $74,909
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $271,746
    Bonus
    $15,000
    Other
    $0
    Deferred
    $48,542
    Nontaxable benefits
    $26,367
    Filer's total
    $361,655
  • Kristin G Watkins

    Associate VP for Development, Portland Center

    Total calculated
    $349,155
    From this org
    $277,450
    From related orgs
    $0
    Other
    $71,705
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $263,950
    Bonus
    $13,500
    Other
    $0
    Deferred
    $46,338
    Nontaxable benefits
    $25,367
    Filer's total
    $349,155
  • Mark C Koenig

    VP Technology, Chief Innovation Officer

    Total calculated
    $328,332
    From this org
    $272,397
    From related orgs
    $0
    Other
    $55,935
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $270,897
    Bonus
    $1,500
    Other
    $0
    Deferred
    $44,405
    Nontaxable benefits
    $11,530
    Filer's total
    $328,332
  • Patricia Nowak

    Assistant Treasurer - Controller

    Total calculated
    $194,018
    From this org
    $153,448
    From related orgs
    $0
    Other
    $40,570
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $151,948
    Bonus
    $1,500
    Other
    $0
    Deferred
    $25,401
    Nontaxable benefits
    $15,169
    Filer's total
    $194,018
  • Laura Pribyl

    Secretary - Director of Board Relations

    Total calculated
    $128,114
    From this org
    $101,240
    From related orgs
    $0
    Other
    $26,874
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $99,740
    Bonus
    $1,500
    Other
    $0
    Deferred
    $16,448
    Nontaxable benefits
    $10,426
    Filer's total
    $128,114
  • Ken Austin

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Leonard Aplet

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Bob Bailey

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Sharada Bose

    Trustee - OSUAA Liaison to OSUF Board

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Knute Buehler

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Rebecca Camden

    Trustee - Audit Committee Chair - Exec Committee

    Total calculated
    $0
    Hours/week
    2
  • Kim Casale

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Mary Coucher

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Pat Egan

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Richard Evans

    Trustee - Investment Committee Chair - Exec Committee

    Total calculated
    $0
    Hours/week
    2
  • Neil Fernando

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Nancy Fischer

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • John Gilleland

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Mark Giustina

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Steven Jackson

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Tom Nakano

    Trustee - Finance Committee Chair

    Total calculated
    $0
    Hours/week
    2
  • Nikki Neuburger

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Lavance Northington

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Mary Power

    Trustee - External Relations Committee Chair - Exec Committee

    Total calculated
    $0
    Hours/week
    2
  • DeMonty Price

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Ken Provencher

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Cathy Rudd

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • John Stirek

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Carrie Thompson

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • David Thompson

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Mary Yates

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Lan Zhang

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Eric Schoenstein

    Trustee - Immediate Past Chair - Executive Committee

    Total calculated
    $0
    Hours/week
    2
  • Dave Underriner

    Trustee - Chair-Elect - Exec Committee

    Total calculated
    $0
    Hours/week
    2
  • Penny Atkins

    Trustee - Chair, Executive Committee

    Total calculated
    $0
    Hours/week
    2

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 · Tax indemnification and gross-up payments
  • 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 · Form 990 of other organizations
  • 3 · Written employment contract
  • 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)

Schedule J, Part I, Line 1a
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. All requests for spousal travel reimbursements are closely monitored to verify that they meet policy requirements and are properly taxed through payroll. Health or social club dues or initiation fees: During the reporting period, the Foundation paid social club dues for five 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. All paid social club memberships are closely monitored to verify that they meet policy requirements and are properly taxed through payroll.

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

No itemized grants to organizations 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
2023
Filed
25 February 2025
IRS schema version
2023v6.0
Source object
202540569349301224

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

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