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Nonprofiteer
← OREGON STATE UNIVERSITY FOUNDATION

Form 990 for tax year 2022

Filed by OREGON STATE UNIVERSITY FOUNDATION.

Totals

Total revenue
$137,919,743
Total expenses
$139,562,869
Contributions and grants received
$79,499,616
Grants paid
$0
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$106,501,864
Management and general expenses
$10,337,252
Fundraising expenses
$22,723,753
Program service expenses (Part III)
$106,501,864

Program services were 76.3% 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
    $750,443
    From this org
    $673,165
    From related orgs
    $0
    Other
    $77,278
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $567,310
    Bonus
    $105,854
    Other
    $0
    Deferred
    $51,850
    Nontaxable benefits
    $25,428
    Filer's total
    $750,442

  • Steven M Schauble

    Treasurer, VP and CFO

    Total calculated
    $418,874
    From this org
    $345,799
    From related orgs
    $0
    Other
    $73,075
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $310,799
    Bonus
    $35,000
    Other
    $0
    Deferred
    $51,201
    Nontaxable benefits
    $21,874
    Filer's total
    $418,874

  • Constance C French

    VP for Principal Gifts

    Total calculated
    $409,420
    From this org
    $345,352
    From related orgs
    $0
    Other
    $64,068
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $320,352
    Bonus
    $25,000
    Other
    $0
    Deferred
    $52,025
    Nontaxable benefits
    $12,043
    Filer's total
    $409,420

  • Todd R Bastian

    Associate VP for Development

    Total calculated
    $386,880
    From this org
    $308,751
    From related orgs
    $0
    Other
    $78,129
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $283,751
    Bonus
    $25,000
    Other
    $0
    Deferred
    $53,901
    Nontaxable benefits
    $24,228
    Filer's total
    $386,880

  • Jeffrey W Comfort

    VP Gift Planning and Principal Gifts

    Total calculated
    $382,130
    From this org
    $321,699
    From related orgs
    $0
    Other
    $60,431
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $275,699
    Bonus
    $46,000
    Other
    $0
    Deferred
    $51,785
    Nontaxable benefits
    $8,646
    Filer's total
    $382,130

  • Kristin G Watkins

    Associate VP for Development, Portland Center

    Total calculated
    $344,014
    From this org
    $270,506
    From related orgs
    $0
    Other
    $73,508
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $245,506
    Bonus
    $25,000
    Other
    $0
    Deferred
    $47,380
    Nontaxable benefits
    $26,128
    Filer's total
    $344,014

  • Aaron Escobar

    VP Development, Athletics

    Total calculated
    $343,326
    From this org
    $271,495
    From related orgs
    $0
    Other
    $71,831
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $245,495
    Bonus
    $26,000
    Other
    $0
    Deferred
    $47,405
    Nontaxable benefits
    $24,427
    Filer's total
    $343,327

  • Kevin L Harvey

    Associate VP, Finance

    Total calculated
    $331,202
    From this org
    $260,537
    From related orgs
    $0
    Other
    $70,665
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $245,537
    Bonus
    $15,000
    Other
    $0
    Deferred
    $46,237
    Nontaxable benefits
    $24,428
    Filer's total
    $331,202

  • Mark C Koenig

    VP Technology, Chief Innovation Officer

    Total calculated
    $304,545
    From this org
    $249,786
    From related orgs
    $0
    Other
    $54,759
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,286
    Bonus
    $1,500
    Other
    $0
    Deferred
    $42,626
    Nontaxable benefits
    $12,133
    Filer's total
    $304,545

  • Patricia Nowak

    Assistant Treasurer - Controller

    Total calculated
    $169,372
    From this org
    $138,287
    From related orgs
    $0
    Other
    $31,085
    Hours/week
    40

  • Laura Pribyl

    Secretary - Director of Board Relations

    Total calculated
    $116,881
    From this org
    $91,666
    From related orgs
    $0
    Other
    $25,215
    Hours/week
    40

  • Ken Austin

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Bob Bailey

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Knute Buehler

    Trustee - OSU Cascades Liaison - Executive Committee

    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 - Foundation Board Liaison to OSUAA Board - Executive Committee

    Total calculated
    $0
    Hours/week
    1

  • Pat Egan

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jill Eiland

    Trustee - Beaver Caucus Liason to OSUF - Executive Committee

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • 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

  • Steven Jackson

    Trustee - Our Beaver Nation Liaison - Executive Committee

    Total calculated
    $0
    Hours/week
    1

  • Dan Jarman

    Trustee - OSUAA Board Liaison - Executive Committee

    Total calculated
    $0
    Hours/week
    2

  • Gregory Macpherson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Frank Morse

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Tom Nakano

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Nikki Neuburger

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Lavance Northington

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Caron Ogg

    Trustee - Trysting Tree Golf Course Liaison - Executive Committee

    Total calculated
    $0
    Hours/week
    1

  • Diane Paddison

    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

  • Cathy Rudd

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Carrie Thompson

    Trustee - 4-H Foundation Board Liaison - Executive Committee

    Total calculated
    $0
    Hours/week
    1

  • David Thompson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Dave Underriner

    Trustee - Finance Committee Chair - Exec Committee

    Total calculated
    $0
    Hours/week
    2

  • Mary Yates

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Steve Zamsky

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Eric Schoenstein

    Trustee - Board Chair - Executive Committee

    Total calculated
    $0
    Hours/week
    2

  • John Stirek

    Trustee - (Past Chair) Executive Committee

    Total calculated
    $0
    Hours/week
    2

  • Penny Atkins

    Trustee - (Chair Elect) 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, 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

  • 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.

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.

  • 4238 Research Way LLC

    commercial rental real estate · OR · income $1,463,279 · assets $13,556,801

    Directly controlled by OSU Foundation

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Trysting Tree Golf Club Inc

    C · Golf course · OR · 100% owned · share of income $40,000 · share of assets $0 · controlled entity

    Directly controlled by OSU Foundation

  • Charitable Remainder Uni-Trust (72)

    T · Investment management · OR

  • Charitable Remainder Uni-Trust (2)

    T · Investment management · CA

  • Charitable Remainder Uni-Trust (4)

    T · Investment management · WA

  • Charitable Lead Annuity Trust (1)

    T · Investment management · OR

  • Perpetual Trust (1)

    T · Investment management · WA

  • Net Income Unitrust with Make-up (4)

    T · Investment management · OR

  • Net Income Unitrust with Make Up (1)

    T · investment management · WA

  • Charitable Remainder Uni-Trust (1)

    T · investment management · NV

  • Charitable Remainder Annuity Trust (1)

    T · investment management · OR

Provenance

Return type
form_990
Tax year
2022
Filed
19 March 2024
IRS schema version
2022v5.0
Source object
202420799349301012

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