Form 990 for tax year 2024
Filed by OKLAHOMA STATE UNIVERSITY FOUNDATION.
Totals
- Total revenue
- $272,852,964
- Total expenses
- $195,102,626
- Contributions and grants received
- $152,358,421
- Grants paid
- $29,967,233
- Program services expenses (Part IX)
- $156,412,911
- Management and general expenses
- $16,313,757
- Fundraising expenses
- $22,375,958
- Program service expenses (Part III)
- $156,412,911
Program services were 80.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
BLAIRE ATKINSON
PRESIDENT
- Total calculated
- $563,250
- From this org
- $494,270
- From related orgs
- $0
- Other
- $68,980
- Hours/week
- 50 + 1 related
Schedule J breakdown matched by us
- Base
- $442,180
- Bonus
- $40,990
- Other
- $11,100
- Deferred
- $39,675
- Nontaxable benefits
- $29,305
- Filer's total
- $563,250
-
BEVERLY WALKER-GRIFFEA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BILL PATTERSON
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
BRIAN CALLAHAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BRYAN BEGLEY
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
CARL WIESE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CRAIG BOELTE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DARTON ZINK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
GAIL MUNCRIEF
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
GREG MASSEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MELINDA STINNETT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT KEATING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SHELLY LAMBERTZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
TERRY STEWART
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
TIFFANY SEWELL-HOWARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DAWN BARNARD
VP & TREASURER
- Total calculated
- $270,316
- From this org
- $245,631
- From related orgs
- $0
- Other
- $24,685
- Hours/week
- 50 + 1 related
Schedule J breakdown matched by us
- Base
- $189,517
- Bonus
- $38,359
- Other
- $17,755
- Deferred
- $11,121
- Nontaxable benefits
- $13,564
- Filer's total
- $270,316
-
ROBYN BAKER
VP GENERAL COUNSEL
- Total calculated
- $360,505
- From this org
- $290,088
- From related orgs
- $0
- Other
- $70,417
- Hours/week
- 50 + 1 related
Schedule J breakdown matched by us
- Base
- $267,202
- Bonus
- $20,686
- Other
- $2,200
- Deferred
- $34,750
- Nontaxable benefits
- $35,667
- Filer's total
- $360,505
-
TYLER ROPP
VP OF DEVELOPMENT
- Total calculated
- $283,970
- From this org
- $229,014
- From related orgs
- $0
- Other
- $54,956
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $208,107
- Bonus
- $11,370
- Other
- $9,537
- Deferred
- $26,132
- Nontaxable benefits
- $28,824
- Filer's total
- $283,970
-
BONNIE HUBBARD
DIRECTOR OF ORGANIZATIONAL DEVELOPMENT
- Total calculated
- $262,169
- From this org
- $220,264
- From related orgs
- $0
- Other
- $41,905
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $93,883
- Bonus
- $4,478
- Other
- $121,903
- Deferred
- $12,525
- Nontaxable benefits
- $29,380
- Filer's total
- $262,169
-
HEIDI WILLIAMS
AVP OF CONSTITUENT DEV
- Total calculated
- $273,666
- From this org
- $231,671
- From related orgs
- $0
- Other
- $41,995
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $223,278
- Bonus
- $6,479
- Other
- $1,914
- Deferred
- $27,064
- Nontaxable benefits
- $14,931
- Filer's total
- $273,666
-
MELANIE DAVIS
AVP INFORMATION STRATEGY
- Total calculated
- $298,817
- From this org
- $267,007
- From related orgs
- $0
- Other
- $31,810
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $230,638
- Bonus
- $33,043
- Other
- $3,326
- Deferred
- $12,870
- Nontaxable benefits
- $18,940
- Filer's total
- $298,817
-
PAMELA GUTHRIE
AVP OF HUMAN RESOURCES
- Total calculated
- $263,419
- From this org
- $208,234
- From related orgs
- $0
- Other
- $55,185
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $193,940
- Bonus
- $12,607
- Other
- $1,687
- Deferred
- $24,818
- Nontaxable benefits
- $30,367
- Filer's total
- $263,419
-
ASHLEY ROCHE
COO & GENERAL COUNSEL
- Total calculated
- $950,926
- From this org
- $0
- From related orgs
- $875,613
- Other
- $75,313
Schedule J breakdown matched by us
- Base
- $0 + $489,339 related
- Bonus
- $0 + $384,560 related
- Other
- $0 + $1,714 related
- Deferred
- $0 + $38,425 related
- Nontaxable benefits
- $0 + $36,888 related
- Filer's total
- $0 + $950,926 related
-
DONNA KOEPPE
VP ADMIN AND TREASURER
- Total calculated
- $329,396
- From this org
- $298,538
- From related orgs
- $0
- Other
- $30,858
- Hours/week
- 50 + 1 related
Schedule J breakdown matched by us
- Base
- $109,677
- Bonus
- $24,861
- Other
- $164,000
- Deferred
- $16,221
- Nontaxable benefits
- $14,637
- Filer's total
- $329,396
-
RYAN HARMS
CHIEF INVESTMENT OFFICER
- Total calculated
- $952,222
- From this org
- $0
- From related orgs
- $877,531
- Other
- $74,691
Schedule J breakdown matched by us
- Base
- $0 + $491,108 related
- Bonus
- $0 + $384,560 related
- Other
- $0 + $1,863 related
- Deferred
- $0 + $39,675 related
- Nontaxable benefits
- $0 + $35,016 related
- Filer's total
- $0 + $952,222 related
-
SCOTT ROBERTS
VP OF DEVELOPMENT
- Total calculated
- $359,464
- From this org
- $322,726
- From related orgs
- $0
- Other
- $36,738
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $300,757
- Bonus
- $19,400
- Other
- $2,569
- Deferred
- $24,351
- Nontaxable benefits
- $12,387
- Filer's total
- $359,464
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 · 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 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 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 for companions
- TRAVEL FOR COMPANIONS IS AUTHORIZED FOR OFFICERS AND DEVELOPMENT PERSONNEL FOR FUNDRAISING AND DONOR CULTIVATION PURPOSES. ALL RELATED TRAVEL OF EXPENSES ARE ALLOWED FOR QUALIFIED ENTERTAINMENT FOR DONOR CULTIVATION COMPANIONS IS INCLUDED IN TAXABLE COMPENSATION.
- Schedule J, Part I, Line 1a Health or social club dues or initiation fees
- SOCIAL CLUB DUES AND PURPOSES. ANY PERSONAL USE IS INCLUDED IN TAXABLE COMPENSATION.
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
-
$28,580,277
SCHOLARSHIPS
-
PROGRAM SUPPORT
-
PROGRAM SUPPORT
-
$10,000
SCHOLARSHIP
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.
-
FOUNDATION FOR ENGINEERING AT OSU
501(c)(3) · PROGRAM SUPPORT · OK · controlled entity
Directly controlled by OSU FOUNDATION
-
MULTILATERAL ENDOWMENT MANAGEMENT COMPANY
501(c)(3) · INVESTMENT MANAGEMENT · OK · controlled entity
Directly controlled by OSU FOUNDATION
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 8 May 2026
- IRS schema version
- 2024v5.1
- Source object
- 202611289349302616
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