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Nonprofiteer
← OREGON STATE UNIVERSITY FOUNDATION

Form 990 for tax year 2024

Filed by OREGON STATE UNIVERSITY FOUNDATION.

Totals

Total revenue
$175,978,965
Total expenses
$132,388,932
Contributions and grants received
$101,570,016
Grants paid
$0
Program services expenses (Part IX)
$72,263,892
Management and general expenses
$36,939,694
Fundraising expenses
$23,185,346
Program service expenses (Part III)
$72,263,892

Program services were 54.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Caron Ogg

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Dave Underriner

    Trustee - Chair-Elect, Committee on Trustees Chair

    Total calculated
    $0
    Hours/week
    2

  • DeMonty Price

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Eric Schoenstein

    Trustee - Immediate Past Chair

    Total calculated
    $0
    Hours/week
    2

  • James Parkin

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jessica Wolfer

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • John Gilleland

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Ken Austin

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Ken Provencher

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Kim Casale

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Knute Buehler

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Lan Zhang

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Leonard Aplet

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Lori Elkins

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Mark Giustina

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Mary Coucher

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Mary Power

    Trustee - Liaison to OSUAA Board

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Mary Yates

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Nancy Fischer

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Neil Fernando

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Nikki Neuburger

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Pat Egan

    Trustee - External Relations Committee Chair

    Total calculated
    $0
    Hours/week
    2

  • Patty Bedient

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Penny Atkins

    Trustee - Board Chair

    Total calculated
    $0
    Hours/week
    2

  • Rebecca Camden

    Trustee - Finance Committee Chair

    Total calculated
    $0
    Hours/week
    2

  • Richard Evans

    Trustee - Investment Committee Chair

    Total calculated
    $0
    Hours/week
    2

  • Sharada Bose

    Trustee - OSUAA Board Liaison

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Tom Nakano

    Trustee - Audit Committee Chair

    Total calculated
    $0
    Hours/week
    2

  • Trey Winthrop

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Kevin L Harvey

    Treasurer, VP & CFO

    Total calculated
    $419,592
    From this org
    $335,278
    From related orgs
    $0
    Other
    $84,314
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $333,728
    Bonus
    $1,500
    Other
    $50
    Deferred
    $61,023
    Nontaxable benefits
    $23,291
    Filer's total
    $419,592

  • Laura J Pribyl

    Secretary - Director of Board Relations

    Total calculated
    $141,736
    From this org
    $111,800
    From related orgs
    $0
    Other
    $29,936
    Hours/week
    40 + 1 related

  • Patricia M Nowak

    Assistant Treasurer - Controller

    Total calculated
    $214,398
    From this org
    $156,957
    From related orgs
    $0
    Other
    $57,441
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $155,407
    Bonus
    $1,500
    Other
    $50
    Deferred
    $30,147
    Nontaxable benefits
    $27,294
    Filer's total
    $214,398

  • Shawn L Scoville

    President & CEO

    Total calculated
    $891,462
    From this org
    $805,348
    From related orgs
    $0
    Other
    $86,114
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $638,660
    Bonus
    $122,193
    Other
    $44,495
    Deferred
    $58,820
    Nontaxable benefits
    $27,294
    Filer's total
    $891,462

  • Aaron Escobar

    VP Development, Athletics

    Total calculated
    $368,089
    From this org
    $289,342
    From related orgs
    $0
    Other
    $78,747
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $270,852
    Bonus
    $12,500
    Other
    $5,990
    Deferred
    $52,452
    Nontaxable benefits
    $26,295
    Filer's total
    $368,089

  • Constance C French

    VP for Principal Gifts

    Total calculated
    $453,397
    From this org
    $368,991
    From related orgs
    $0
    Other
    $84,406
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $342,941
    Bonus
    $26,000
    Other
    $50
    Deferred
    $60,766
    Nontaxable benefits
    $23,640
    Filer's total
    $453,397

  • Kristin G Watkins

    VP Donor Engagement & Chief Marketing Officer

    Total calculated
    $379,795
    From this org
    $298,453
    From related orgs
    $0
    Other
    $81,342
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $267,648
    Bonus
    $25,000
    Other
    $5,805
    Deferred
    $54,047
    Nontaxable benefits
    $27,295
    Filer's total
    $379,795

  • Mark C Koenig

    VP Technology, Chief Innvation Officer

    Total calculated
    $351,742
    From this org
    $289,053
    From related orgs
    $0
    Other
    $62,689
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $287,503
    Bonus
    $1,500
    Other
    $50
    Deferred
    $51,160
    Nontaxable benefits
    $11,529
    Filer's total
    $351,742

  • Todd R Bastian

    Senior VP, Development

    Total calculated
    $458,427
    From this org
    $371,203
    From related orgs
    $0
    Other
    $87,224
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $335,248
    Bonus
    $34,125
    Other
    $1,830
    Deferred
    $60,929
    Nontaxable benefits
    $26,295
    Filer's total
    $458,427

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 · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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 First-class or charter travel
First class travel is authorized under our organization travel policy if the trip is outside of the contiguous 48 states of the US and is longer than 14 hours in duration, one-way. If a flight meets this policy it is not taxable compensation to the individual. In the FY25 reporting period the organization's CEO had business travel meeting this criteria.
Schedule J, Part I, Line 1a Travel for companions
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.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
Gift Cards: In those instances where gift cards are given to employees the value of the card is processed through payroll for proper tax processing. This process includes grossing up the value of the gift card so that the employer bears the tax burden on these small gifts to recognize employees for specific contributions to our mission or as holiday gifts.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees
Health or social club dues or initiation fees: During the reporting period, the Foundation paid social club dues for 5 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.
Schedule J, Part I, Line 1a Personal services
Expenses for legal consultation fees regarding employment contract negotiations between the organization and the CEO were paid by the organization and processed through payroll for proper reporting on the W-2.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
The CEO received $23,000 of contributions to a 457(b) plan as approved by the Board as part of total compensation for the CEO. At this point in time, there has been no tax treatment applied. Applicable taxes will apply when benefits are withdrawn.

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.

  • Oregon 4-H Foundation

    501(c)(3) · youth education and development · OR

    Directly controlled by Oregon State University Foundation

  • The Beaver Caucus

    501(c)(4) · legislative advocacy for Oregon State University · OR

    Directly controlled by Oregon State University Foundation

  • Oregon State University Alumni Association

    501(c)(3) · engagement opportunities for alumni, students and other Oregon State University friends · OR

    Directly controlled by Oregon State University Foundation

Provenance

Return type
form_990
Tax year
2024
Filed
10 April 2026
IRS schema version
2024v5.1
Source object
202601009349301120

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