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.
-
501(c)(3) · youth education and development · OR
Directly controlled by OSU Foundation
-
501(c)(4) · higher education advocacy · OR
Directly controlled by OSU Foundation
-
Oregon State University Alumni Association
501(c)(3) · Engage with alumni of Oregon State University · OR
Directly controlled by OSU Foundation
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 25 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202540569349301224
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