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Nonprofiteer
← OKLAHOMA STATE UNIVERSITY FOUNDATION

Form 990 for tax year 2023

Filed by OKLAHOMA STATE UNIVERSITY FOUNDATION.

Totals

Total revenue
$242,666,413
Total expenses
$195,053,329
Contributions and grants received
$140,466,149
Grants paid
$27,710,034
Program service revenue
$5,512,388
Investment income
$92,885,725
Other revenue
$3,802,151
Total assets, end of year
$1,571,696,915
Total liabilities, end of year
$60,226,104
Net assets or fund balances, end of year
$1,511,470,811
Program services expenses (Part IX)
$161,344,393
Management and general expenses
$14,241,633
Fundraising expenses
$19,467,303
Program service expenses (Part III)
$161,344,393

Program services were 82.7% 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
    $512,337
    From this org
    $443,494
    From related orgs
    $0
    Other
    $68,843
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $397,312
    Bonus
    $37,750
    Other
    $8,432
    Deferred
    $37,950
    Nontaxable benefits
    $30,893
    Filer's total
    $512,337

  • ANN DYER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BEVERLY WALKER-GRIFFEA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BILL PATTERSON

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BRIAN CALLAHAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BRYAN BEGLEY

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DARTON ZINK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVID HOUSTON

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DIANA LAING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR BRETT H JAMESON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GAIL MUNCRIEF

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GREG MASSEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GRIFF E JONES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAY WIESE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JENELLE SCHATZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOE EASTIN

    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
    $0
    Hours/week
    50 + 1 related

  • ROBYN BAKER

    VP GENERAL COUNSEL

    Total calculated
    $349,677
    From this org
    $287,139
    From related orgs
    $0
    Other
    $62,538
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $260,030
    Bonus
    $24,939
    Other
    $2,170
    Deferred
    $33,829
    Nontaxable benefits
    $28,709
    Filer's total
    $349,677

  • SCOTT ROBERTS

    VP OF DEVELOPMENT

    Total calculated
    $348,794
    From this org
    $318,474
    From related orgs
    $0
    Other
    $30,320
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $296,105
    Bonus
    $19,800
    Other
    $2,569
    Deferred
    $20,726
    Nontaxable benefits
    $9,594
    Filer's total
    $348,794

  • HEIDI WILLIAMS

    AVP OF CONSTITUENT DEV

    Total calculated
    $236,332
    From this org
    $194,941
    From related orgs
    $0
    Other
    $41,391
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $187,431
    Bonus
    $5,918
    Other
    $1,592
    Deferred
    $23,188
    Nontaxable benefits
    $18,203
    Filer's total
    $236,332

  • JIMMY ALDRIDGE

    AVP OF INFO STRATEGY

    Total calculated
    $238,886
    From this org
    $206,064
    From related orgs
    $0
    Other
    $32,822
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $183,022
    Bonus
    $14,723
    Other
    $8,319
    Deferred
    $22,942
    Nontaxable benefits
    $9,880
    Filer's total
    $238,886

  • LARRY REECE

    AD OF DEVELOPMENT

    Total calculated
    $238,640
    From this org
    $185,751
    From related orgs
    $0
    Other
    $52,889
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $173,942
    Bonus
    $9,221
    Other
    $2,588
    Deferred
    $22,377
    Nontaxable benefits
    $30,512
    Filer's total
    $238,640

  • PAMELA GUTHRIE

    AVP OF HUMAN RESOURCES

    Total calculated
    $245,790
    From this org
    $194,689
    From related orgs
    $0
    Other
    $51,101
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $186,192
    Bonus
    $6,875
    Other
    $1,622
    Deferred
    $23,258
    Nontaxable benefits
    $27,843
    Filer's total
    $245,790

  • TYLER ROPP

    AVP OF CENTRAL DEV

    Total calculated
    $237,864
    From this org
    $195,873
    From related orgs
    $0
    Other
    $41,991
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $185,813
    Bonus
    $5,751
    Other
    $4,309
    Deferred
    $22,799
    Nontaxable benefits
    $19,192
    Filer's total
    $237,864

  • ASHLEY ROCHE

    COO & GENERAL COUNSEL

    Total calculated
    $620,934
    From this org
    $0
    From related orgs
    $550,699
    Other
    $70,235

    Schedule J breakdown matched by us

    Base
    $0 + $351,628 related
    Bonus
    $0 + $197,675 related
    Other
    $0 + $1,396 related
    Deferred
    $0 + $34,799 related
    Nontaxable benefits
    $0 + $35,436 related
    Filer's total
    $0 + $620,934 related

  • DEE NILES

    AVP OF FINANCE

    Total calculated
    $225,458
    From this org
    $191,509
    From related orgs
    $0
    Other
    $33,949
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $172,500
    Bonus
    $15,515
    Other
    $3,494
    Deferred
    $22,035
    Nontaxable benefits
    $11,914
    Filer's total
    $225,458

  • DONNA KOEPPE

    VP ADMIN AND TREASURER

    Total calculated
    $348,825
    From this org
    $288,672
    From related orgs
    $0
    Other
    $60,153
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $258,799
    Bonus
    $24,372
    Other
    $5,501
    Deferred
    $33,829
    Nontaxable benefits
    $26,324
    Filer's total
    $348,825

  • RYAN HARMS

    CHIEF INVESTMENT OFFICER

    Total calculated
    $630,415
    From this org
    $0
    From related orgs
    $557,668
    Other
    $72,747

    Schedule J breakdown matched by us

    Base
    $0 + $352,467 related
    Bonus
    $0 + $203,639 related
    Other
    $0 + $1,562 related
    Deferred
    $0 + $37,950 related
    Nontaxable benefits
    $0 + $34,797 related
    Filer's total
    $0 + $630,415 related

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 · 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

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • UNIVERSA BLACK SWAN PROTECT

    Excluded · INVESTMENTS · DE · share of income -$7,573,335 · share of assets $10,769,131

    Directly controlled by OSU FOUNDATION

  • HCM CO-INVESTMENT I

    Excluded · INVESTMENTS · DE · share of income $431,451 · share of assets $5,022,358

    Directly controlled by OSU FOUNDATION

Provenance

Return type
form_990
Tax year
2023
Filed
2 May 2025
IRS schema version
2023v6.0
Source object
202521229349302392

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