Civic Intelligence

The Northeastern State University Foundation Inc

990 • Fiscal year 2023 • EIN 23-7135815

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 30, 2024

Organization Profilewww.nsugiving.com
812 N Cedar AveTahlequah, OK 74464

(918) 458-2143

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

4th percentile

0.00x

Higher debt load relative to revenue than 4% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

8th percentile

$96,397

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-50%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$50,016,242

Up $6,251,637 (+14%) from 2022

Net Assets

Up

$50,005,262

Up $6,251,621 (+14%) from 2022

Liabilities

Up

$10,980

Up $16 (+0.1%) from 2022

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin89th percentile

Revenue

Down

$3,868,166

Down $3,798,761 (-50%) from 2022

Expenses

Up

$2,261,099

Up $102,654 (+4.8%) from 2022

Net Income

Down

$1,607,067

Down $3,901,415 (-71%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $15,213,447Liabilities 2010: $43,457Net Assets 2010: $15,169,9902010Assets 2011: $15,035,874Liabilities 2011: $54,815Net Assets 2011: $14,981,0592011Assets 2012: $16,753,970Liabilities 2012: $24,781Net Assets 2012: $16,729,1892012Assets 2013: $19,683,482Liabilities 2013: $21,116Net Assets 2013: $19,662,3662013Assets 2014: $23,185,426Liabilities 2014: $22,184Net Assets 2014: $23,163,2422014Assets 2015: $24,989,332Liabilities 2015: $19,776Net Assets 2015: $24,969,5562015Assets 2016: $27,756,172Liabilities 2016: $18,554Net Assets 2016: $27,737,6182016Assets 2017: $33,044,598Liabilities 2017: $18,429Net Assets 2017: $33,026,1692017Assets 2018: $32,004,967Liabilities 2018: $16,809Net Assets 2018: $31,988,1582018Assets 2019: $38,275,641Liabilities 2019: $12,343Net Assets 2019: $38,263,2982019Assets 2020: $40,980,986Liabilities 2020: $11,305Net Assets 2020: $40,969,6812020Assets 2021: $45,168,633Liabilities 2021: $11,036Net Assets 2021: $45,157,5972021Assets 2022: $43,764,605Liabilities 2022: $10,964Net Assets 2022: $43,753,6412022Assets 2023: $50,016,242Liabilities 2023: $10,980Net Assets 2023: $50,005,2622023Assets 2024: $55,414,811Liabilities 2024: $10,990Net Assets 2024: $55,403,8212024

Highlighted filing

2023

Assets$50,016,242
Liabilities$10,980
Net Assets$50,005,262
Open 2023 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0Expenses 2010: $1,338,4312010Expenses 2011: $1,744,7612011Expenses 2012: $1,510,6172012Revenue 2013: $2,972,510Expenses 2013: $2,207,555Net Income 2013: $764,9552013Revenue 2014: $5,447,619Expenses 2014: $2,328,394Net Income 2014: $3,119,2252014Revenue 2015: $5,209,209Expenses 2015: $2,291,478Net Income 2015: $2,917,7312015Revenue 2016: $4,826,925Expenses 2016: $2,828,911Net Income 2016: $1,998,0142016Revenue 2017: $4,886,345Expenses 2017: $2,286,678Net Income 2017: $2,599,6672017Revenue 2018: $5,209,292Expenses 2018: $4,150,634Net Income 2018: $1,058,6582018Revenue 2019: $7,181,682Expenses 2019: $4,231,824Net Income 2019: $2,949,8582019Revenue 2020: $3,098,802Expenses 2020: $2,911,868Net Income 2020: $186,9342020Revenue 2021: $4,906,328Expenses 2021: $3,791,936Net Income 2021: $1,114,3922021Revenue 2022: $7,666,927Expenses 2022: $2,158,445Net Income 2022: $5,508,4822022Revenue 2023: $3,868,166Expenses 2023: $2,261,099Net Income 2023: $1,607,0672023Revenue 2024: $4,722,450Expenses 2024: $3,130,090Net Income 2024: $1,592,3602024

Highlighted filing

2023

Revenue$3,868,166
Expenses$2,261,099
Net Income$1,607,067
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 30, 2024
Return Version
2023v5.1
Gross Receipts
$8,068,157
Mission and Program Overview

Mission

The NSU Foundation was created exclusively to benefit Northeastern State University for charitable, benevolent, educational, scientific and literary purposes.

The Foundation was created exclusively to benefit Northeastern State University.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$22,586,514$25,864,268▲ $3,277,754
Investments in Publicly Traded Securities$19,787,528$22,928,580▲ $3,141,052
Savings and Temporary Cash Investments$1,302,343$1,129,827▼ $172,516
Land, Buildings, and Equipment, Net$34,000$34,000→ $0
Prepaid Expenses and Deferred Charges$1,105$1,097▼ $8
Total Assets$43,764,605$50,016,242▲ $6,251,637
Other Assets Total$53,115$58,470▲ $5,355
Liabilities
Other Liabilities$10,420$10,420→ $0
Accounts Payable and Accrued Expenses$544$560▲ $16
Total Liabilities$10,964$10,980▲ $16
Net Assets / Fund Balance
Net Assets With Donor Restrictions$39,092,543$44,501,276▲ $5,408,733
Net Assets Without Donor Restrictions$4,661,098$5,503,986▲ $842,888
Total Net Assets Fund Balance$43,753,641$50,005,262▲ $6,251,621
Total Liabilities and Net Assets / Fund Balance$43,764,605$50,016,242▲ $6,251,637

Asset Categories

AssetBook ValueDepreciationBasis
Land$34,000-$34,000
Other Securities$5,248,695--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$30,125,912$270,601▲ $5,541,621-$35,110,390
2022$37,477,676$475,991▼ $6,892,378-$30,125,912
2021$32,430,380$1,176,386▲ $4,566,612-$37,477,676
2020$29,359,511$710,016▲ $3,301,214$211,757$32,430,380
2019$22,283,507$2,734,629▲ $5,067,318-$29,359,511
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Peggy GlennExecutive DirectorPT$96,397$96,397

Board Members and Trustees

NameTitle
Todd MutzigAudit Committee Chair
Chrissi Ross NimmoChair
Dr Jim GoreInvestment Committee Chair
Fred BurksVice Chair
Barbara AbercrombieTrustee
Craig WintersTrustee
Darrell SullengerTrustee
Dr Denise Spears RoddyTrustee
Dr Justin LindseyTrustee
Gregg WadleyTrustee
James K HowardTrustee
Larry AdairTrustee
Maurice TurneyTrustee
Mr Gary ParkerTrustee
Susannah ScottTrustee
Wellon B Poe JrTrustee
William H Langley JrTrustee
David L RaderSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,026,079
Program Service Revenue
$0
Investment Income
$1,832,576
Other Revenue
$9,511
All Other Contributions
$1,954,604
Change in Net Assets
$1,607,067

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$125,065Fair Market Value (FMV)
Drugs and Medical Supplies900$49,664Selling Price
Clothing and Household Goods-$34,711Selling Price
Other Non Cash Contri Table1$21,594Selling Price
Other Non Cash Contri Table10$2,350Selling Price
Works of Art3$800Selling Price
Other Non Cash Contri Table10$590Selling Price
Books and Publications-$519Selling Price
Total Noncash Contributions925$235,293-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,756,025
Revenue Not Reported on Financial Statements
$112,141
Revenue Not Reported on Form 990
$5,235,091
Total Revenue per Audited Statements
$8,991,116
Total Revenue per Form 990
$3,868,166
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,949,916
Other Expenses$311,183
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,334,481--$1,334,481
Grants to Domestic Orgs$615,435--$615,435
Fees for Service Investment Mgmnt Fees-$112,141-$112,141
Conferences and Meetings-$66,221-$66,221
Information Technology-$58,198-$58,198
Office Expenses-$25,368-$25,368
Fees for Services Accounting-$12,100-$12,100
Other Expenses-$10,696-$10,696
Fees for Services Other-$5,860-$5,860
Insurance-$3,675-$3,675
Travel-$2,556-$2,556
All Other Expenses-$1,458-$1,458
Occupancy-$852-$852
Total Functional Expenses$1,949,916$311,183$0$2,261,099

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,739,495
Total Expenses per Form 990$2,261,099
Expenses per Audited Statements$2,148,958
Expenses Not Reported on Form 990$590,537
Expenses Not Reported on Financial Statements$112,141
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Northeastern State UniversityTahlequah, OK501(c)(3)Programs and capital projects$615,435
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$84,250
Fundraising Direct Expenses$81,333
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
The Emerald$155,725$84,250$73,891$10,359
Total Events$155,725$84,250$81,333$2,917
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Charitable Gift Annuities Payable$10,420
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The 990 is reviewed by the Financial Services Assistant Director prior to the due date of filing (with extension). Copies of the audit report and the 990 are provided to the Board of Trustees at their summer meeting.”

Form 990, Part VI, Section B, line 12C

“Conflict of interest statements are signed every three years and reviewed as necessary. New trustees sign conflict of interest statements prior to taking office.”

Form 990, Part VI, Section C, line 19

“All upon written request.”

Filing and Contact Details

Filer

Filer Name
Northeastern State University
EIN
23-7135815
Phone
9184582143
Address
812 N Cedar Ave, Tahlequah, OK 74464

Signing Officer

Name
Peggy Glenn
Title
Executive Director
Phone
9184582143
Signed
2024-07-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peggy Glenn
Formed
1971
Legal Domicile
Ok
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
33

Preparer

Firm
Hinkle & Company PC
Address
5028 E 101st Street, Tulsa, OK 74137
Preparer
James D Hinkle
Phone
9184923388
Raw XML AppendixShowing 400 of 638 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4Audit Committee Chair
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
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IRS990/LocalChaptersInd00
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0The NSU Foundation was created exclusively to benefit Northeastern State University for charitable, benevolent, educational, scientific and literary purposes.
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02917
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05503986
IRS990/NoncashContributionsAmt0235293
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IRS990/OccupancyGrp/ManagementAndGeneralAmt0852
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt025368
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IRS990/OperateHospitalInd00
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110696
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IRS990/OtherExpensesGrp/TotalAmt110696
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IRS990/OtherRevenueMiscGrp/Desc1Gain on Ins. Policy
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05247
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05247
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11347
IRS990/OtherRevenueTotalAmt06594
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01105
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01097
IRS990/PrincipalOfficerNm0Peggy Glenn
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Provide funding used for student scholarships
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt01334481
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IRS990/PYRevenuesLessExpensesAmt05508482
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02158445
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07666927
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IRS990/ReconcilationRevenueExpnssAmt01607067
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IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt01129827
IRS990ScheduleA/CollegeOrganizationInd0X
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,016,242
Liabilities
$10,980
Net assets
$50,005,262
Revenue
$3,868,166
Expenses
$2,261,099
Net income
$1,607,067
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$55.4$0.01$55.4$4.72$3.13$1.59
2023Detailed filing. Detailed filing data is available for this year.$50.0$0.01$50.0$3.87$2.26$1.61
2022Detailed filing. Detailed filing data is available for this year.$43.8$0.01$43.8$7.67$2.16$5.51
2021Detailed filing. Detailed filing data is available for this year.$45.2$0.01$45.2$4.91$3.79$1.11
2020Detailed filing. Detailed filing data is available for this year.$41.0$0.01$41.0$3.10$2.91$0.19
2019Detailed filing. Detailed filing data is available for this year.$38.3$0.01$38.3$7.18$4.23$2.95
2018Detailed filing. Detailed filing data is available for this year.$32.0$0.02$32.0$5.21$4.15$1.06
2017Detailed filing. Detailed filing data is available for this year.$33.0$0.02$33.0$4.89$2.29$2.60
2016Detailed filing. Detailed filing data is available for this year.$27.8$0.02$27.7$4.83$2.83$2.00
2015Detailed filing. Detailed filing data is available for this year.$25.0$0.02$25.0$5.21$2.29$2.92
2014Detailed filing. Detailed filing data is available for this year.$23.2$0.02$23.2$5.45$2.33$3.12
2013Detailed filing. Detailed filing data is available for this year.$19.7$0.02$19.7$2.97$2.21$0.76
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.8$0.02$16.7$1.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$0.05$15.0$1.74
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.2$0.04$15.2$1.34