Civic Intelligence

Foundation for Engineering at Oklahoma

EIN 26-1124834 • 501(c)3 • Stillwater, OK

Profile

The organization's mission is to provide financial support which will ultimately lead to an increase in the quality and number of engineering graduates at oklahoma state university.

PO Box 1749Stillwater, OK 74074

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $100M-$250M nonprofits • Source year 2022

Liabilities / Revenue

3rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $100M-$250M nonprofits • Source year 2022

Net Margin

2nd percentile

-89%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2022

Top Officer Pay

38th percentile

$399,039

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 50.2% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2022

Asset Growth

64th percentile

9.6%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Revenue Growth

73rd percentile

17%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Assets

Up

$133,955,545

Up $12,032,941 (+9.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$133,955,545

Up $12,032,941 (+9.9%) from 2023

Revenue

Up

$808,870

Up $58,658 (+7.8%) from 2023

Expenses

Up

$1,500,712

Up $200,162 (+15%) from 2023

Net Income

Down

-$691,842

Down $141,504 (-26%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2012: $28,509,646Liabilities 2012: $0Net Assets 2012: $28,509,6462012Assets 2013: $69,411,174Liabilities 2013: $0Net Assets 2013: $69,411,1742013Assets 2014: $70,852,130Liabilities 2014: $0Net Assets 2014: $70,852,1302014Assets 2015: $79,124,480Liabilities 2015: $0Net Assets 2015: $79,124,4802015Assets 2016: $109,439,640Liabilities 2016: $0Net Assets 2016: $109,439,6402016Assets 2017: $112,645,125Liabilities 2017: $0Net Assets 2017: $112,645,1252017Assets 2018: $97,983,600Liabilities 2018: $0Net Assets 2018: $97,983,6002018Assets 2019: $102,649,050Liabilities 2019: $0Net Assets 2019: $102,649,0502019Assets 2020: $121,371,180Liabilities 2020: $0Net Assets 2020: $121,371,1802020Assets 2021: $122,357,496Liabilities 2021: $0Net Assets 2021: $122,357,4962021Assets 2022: $134,129,075Liabilities 2022: $0Net Assets 2022: $134,129,0752022Assets 2023: $121,922,604Liabilities 2023: $0Net Assets 2023: $121,922,6042023Assets 2024: $133,955,545Liabilities 2024: $0Net Assets 2024: $133,955,5452024

Highlighted filing

2024

Assets$133,955,545
Liabilities$0
Net Assets$133,955,545

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2012: $500,0382012Expenses 2013: $500,1082013Revenue 2014: $58,224Expenses 2014: $750,138Net Income 2014: -$691,9142014Revenue 2015: $110,274Expenses 2015: $1,000,050Net Income 2015: -$889,7762015Revenue 2016: $279,052Expenses 2016: $1,300,736Net Income 2016: -$1,021,6842016Revenue 2017: $573,985Expenses 2017: $1,300,284Net Income 2017: -$726,2992017Revenue 2018: $602,983Expenses 2018: $1,300,125Net Income 2018: -$697,1422018Revenue 2019: $468,885Expenses 2019: $1,200,210Net Income 2019: -$731,3252019Revenue 2020: $634,875Expenses 2020: $1,500,320Net Income 2020: -$865,4452020Revenue 2021: $677,997Expenses 2021: $1,300,740Net Income 2021: -$622,7432021Revenue 2022: $795,357Expenses 2022: $1,500,140Net Income 2022: -$704,7832022Revenue 2023: $750,212Expenses 2023: $1,300,550Net Income 2023: -$550,3382023Revenue 2024: $808,870Expenses 2024: $1,500,712Net Income 2024: -$691,8422024

Highlighted filing

2024

Revenue$808,870
Expenses$1,500,712
Net Income-$691,842

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 9, 2025
Return Version
2023v6.0
Gross Receipts
$1,500,712
Mission and Program Overview

Mission

The organization's mission is to provide financial support which will ultimately lead to an increase in the quality and number of engineering graduates at oklahoma state university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$121,922,604$133,955,545▲ $12,032,941
Total Assets$121,922,604$133,955,545▲ $12,032,941
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$121,922,604$133,955,545▲ $12,032,941
Total Net Assets Fund Balance$121,922,604$133,955,545▲ $12,032,941
Total Liabilities and Net Assets / Fund Balance$121,922,604$133,955,545▲ $12,032,941

Asset Categories

AssetBook ValueDepreciationBasis
Closely Held Equity Interests$133,955,545--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Blaire AtkinsonPresident
Bill SchlitterVice President
Jerome LoughridgeDirector
Kermit FrankDirector
Donna KoeppeFormer Treasurer
Robyn BakerSecretary
Dawn BarnardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$808,870
Other Revenue
$0
Change in Net Assets
$-691,842
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,500,712
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,500,712--$1,500,712
Total Functional Expenses$1,500,712$0$0$1,500,712
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oklahoma State University FoundationStillwater, OK501(c)(3)Program Support$1,500,712
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

There are two classes of directors: osuf directors, appointed by oklahoma state university foundation, and other directors. The bylaws of the organization provide that the osuf directors shall always comprise a majority of the directors of this organization. Therefore, the oklahoma state university foundation controls the affairs and finances of this organization.

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

An electronic copy of the form 990 is provided to each member of the governing body via e-mail before the form 990 is filed.

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

Annually, each director, principal officer, and member of a committee with board delegated powers is required to sign a statement which affirms such person has (i) received a copy of the conflict of interest policy (ii) has read and understands the policy (iii) has agreed to comply with the policy and (iv) understands the organization is charitable and in order to maintain its federal tax exemption, it must engage primarily in activites which accomplish one or more of its tax-exempt purposes.

Form 990, Part VI, Section C, Line 19

No documents are made available to the public other than as required by law.

Filing and Contact Details

Filer

Filer Name
Foundation for Engineering at Oklahoma
EIN
26-1124834
Phone
4053855100
Address
PO BOX 1749, STILLWATER, OK 74074

Signing Officer

Name
Dawn Barnard
Title
Treasurer
Phone
4053855100
Signed
2025-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dawn Barnard
Formed
2008
Legal Domicile
Ok
Voting Board Members
6
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Hogantaylor Llp
Address
1225 N BROADWAY AVENUE SUITE 200, OKLAHOMA CITY, OK 73103
Preparer
Ashley M Fogle
Phone
4058482020
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt224372
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0397312
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1260030
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt133829
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt233829
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt128709
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt226323
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BLAIRE ATKINSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ROBYN BAKER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2DONNA KOEPPE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2FORMER TREASURER
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2348824
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE TWO CLASSES OF DIRECTORS: OSUF DIRECTORS, APPOINTED BY OKLAHOMA STATE UNIVERSITY FOUNDATION, AND OTHER DIRECTORS. THE BYLAWS OF THE ORGANIZATION PROVIDE THAT THE OSUF DIRECTORS SHALL ALWAYS COMPRISE A MAJORITY OF THE DIRECTORS OF THIS ORGANIZATION. THEREFORE, THE OKLAHOMA STATE UNIVERSITY FOUNDATION CONTROLS THE AFFAIRS AND FINANCES OF THIS ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AN ELECTRONIC COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE GOVERNING BODY VIA E-MAIL BEFORE THE FORM 990 IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY, EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS IS REQUIRED TO SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS (I) RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY (II) HAS READ AND UNDERSTANDS THE POLICY (III) HAS AGREED TO COMPLY WITH THE POLICY AND (IV) UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC OTHER THAN AS REQUIRED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0OKLAHOMA STATE UNIVERSITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0736097060
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FUNDRAISE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0400 S MONROE STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0STILLWATER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd074074
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01500712
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0OKLAHOMA STATE UNIVERSITY FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0121922604
IRS990/TotalAssetsEOYAmt0133955545
IRS990/TotalAssetsGrp/BOYAmt0121922604
IRS990/TotalAssetsGrp/EOYAmt0133955545
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01500712
IRS990/TotalFunctionalExpensesGrp/TotalAmt01500712
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0121922604
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0133955545
IRS990/TotalOtherCompensationAmt0191533
IRS990/TotalProgramServiceExpensesAmt01500712
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0808870
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0808870
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0121922604
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0133955545
IRS990/TotReportableCompRltdOrgAmt01019305
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0400 S MONROE STREET
IRS990/USAddress/CityNm0STILLWATER
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd074074
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A

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