Civic Intelligence

Oakland University Foundation

EIN 38-6078765 • 501(c)3 • Rochester, MI

Profile

The Oakland University Foundation is a director nonprofit corporation organized for the purpose of receiving and administering funds for the support of Oakland University.

2200 N Squirrel RdRochester, MI 48309-4402

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

66th percentile

8.6%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

82nd percentile

42%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$292,515

Up $23,260 (+8.6%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$292,515

Up $23,260 (+8.6%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Up

$20,613

Up $6,088 (+42%) from 2024

Expenses

Down

$10,829

Down $438 (-3.9%) from 2024

Net Income

Up

$9,784

Up $6,526 (+200%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$300K$200K$100K$0Assets 2011: $179,007Liabilities 2011: $02011Assets 2012: $168,544Liabilities 2012: $02012Assets 2013: $177,014Liabilities 2013: $02013Assets 2014: $197,189Liabilities 2014: $02014Assets 2015: $195,828Liabilities 2015: $02015Assets 2016: $184,299Liabilities 2016: $0Net Assets 2016: $184,2992016Assets 2017: $199,279Liabilities 2017: $02017Assets 2018: $211,105Liabilities 2018: $2692018Assets 2019: $216,475Liabilities 2019: $02019Assets 2020: $217,582Liabilities 2020: $02020Assets 2021: $275,150Liabilities 2021: $0Net Assets 2021: $275,1502021Assets 2022: $229,070Liabilities 2022: $0Net Assets 2022: $229,0702022Assets 2023: $247,721Liabilities 2023: $0Net Assets 2023: $247,7212023Assets 2024: $269,255Liabilities 2024: $0Net Assets 2024: $269,2552024Assets 2025: $292,515Net Assets 2025: $292,5152025

Highlighted filing

2025

Assets$292,515
Liabilities-
Net Assets$292,515
Open 2025 Filing

Operations Trend

Revenue Growth82nd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $14,218Expenses 2011: $6,840Net Income 2011: $7,3782011Revenue 2012: $7,702Expenses 2012: $7,399Net Income 2012: $3032012Revenue 2013: $11,740Expenses 2013: $7,790Net Income 2013: $3,9502013Revenue 2014: $23,395Expenses 2014: $8,010Net Income 2014: $15,3852014Revenue 2015: $77,166Expenses 2015: $76,559Net Income 2015: $6072015Revenue 2016: $222,454Expenses 2016: $228,862Net Income 2016: -$6,4082016Revenue 2017: $76,117Expenses 2017: $79,097Net Income 2017: -$2,9802017Revenue 2018: $131,434Expenses 2018: $127,894Net Income 2018: $3,5402018Revenue 2019: $10,512Expenses 2019: $8,171Net Income 2019: $2,3412019Revenue 2020: $8,281Expenses 2020: $8,610Net Income 2020: -$3292020Revenue 2021: $11,364Expenses 2021: $8,854Net Income 2021: $2,5102021Revenue 2022: $21,273Expenses 2022: $9,720Net Income 2022: $11,5532022Revenue 2023: $37,522Expenses 2023: $10,964Net Income 2023: $26,5582023Revenue 2024: $14,525Expenses 2024: $11,267Net Income 2024: $3,2582024Revenue 2025: $20,613Expenses 2025: $10,829Net Income 2025: $9,7842025

Highlighted filing

2025

Revenue$20,613
Expenses$10,829
Net Income$9,784
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$292,515
Liabilities
-
Net assets
$292,515
Revenue
$20,613
Expenses
$10,829
Net income
$9,784
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.93$2.93$0.21$0.11$0.10
2024Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.15$0.11$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.38$0.11$0.27
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.21$0.10$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.11$0.09$0.03
2020Summary only. Only limited summary data is available for this year.$2.18$0.00$0.08$0.09$0.00
2019Summary only. Only limited summary data is available for this year.$2.16$0.00$0.11$0.08$0.02
2018Summary only. Only limited summary data is available for this year.$2.11$0.00$1.31$1.28$0.04
2017Summary only. Only limited summary data is available for this year.$1.99$0.00$0.76$0.79$0.03
2016Summary only. Only limited summary data is available for this year.$1.84$0.00$1.84$2.22$2.29$0.06
2015Summary only. Only limited summary data is available for this year.$1.96$0.00$0.77$0.77$0.01
2014Summary only. Only limited summary data is available for this year.$1.97$0.00$0.23$0.08$0.15
2013Summary only. Only limited summary data is available for this year.$1.77$0.00$0.12$0.08$0.04
2012Summary only. Only limited summary data is available for this year.$1.69$0.00$0.08$0.07$0.00
2011Summary only. Only limited summary data is available for this year.$1.79$0.00$0.14$0.07$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.1
Gross Receipts
$20,613
Mission and Program Overview

Mission

The Oakland University Foundation is a director nonprofit corporation organized for the purpose of receiving and administering funds for the support of Oakland University.

Program Services

DescriptionGrantsExpenses
Seifert Merit Scholarship Endowment$0$5,485
Oakland Press Endowed Scholarship for Journalism Excellence$0$3,295
Milo Cross Memorial Scholarship$0$2,049
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven MackeyTreasurer-$0--
Allen GoughOuf Chair Director-$0--
Michael KliemanOuf Secretary Director-$0--
Michael WestfallOuf Executive Director-$0--
Filing and Contact Details

Filer

Filer Name
Oakland University Foundation
EIN
38-6078765
Address
2200 N SQUIRREL RD, Rochester, MI 48309-4402

Signing Officer

Name
Joyce Cline
Title
Assoc Vice President and Controller
Phone
2483702297
Signed
2025-11-17
Supplemental Narrative

Additional Explanations

Part I, line 10

“| Grants And Similar Amounts Paid:, Amount:| Milo Cross Memorial Scholarship, $2049| Oakland Press Endowed Scholarship for Journalism Excellence, $3295| Seifert Merit Scholarship Endowment, $5485|”

Part I, line 20

“| Explanation:, Amount:| Unrealized Gains, $13476|”

Raw XML Appendix141 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0Joyce Cline
IRS990EZ/BooksInCareOfDetail/PhoneNum02483702297
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02200 N Squirrel Road 121 West VBH
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rochester Hills
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0483094401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0269255
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0292515
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09784
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0269255
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0292515
IRS990EZ/GainOrLossFromSaleOfAssetsAmt016151
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010829
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt020613
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04462
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0269255
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0292515
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0269255
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0292515
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Steven Mackey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Allen Gough
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michael Klieman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Michael Westfall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1OUF Chair Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2OUF Secretary Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3OUF Executive Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt013476
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Oakland University Foundation is a director nonprofit corporation organized for the purpose of receiving and administering funds for the support of Oakland University.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Milo Cross Memorial Scholarship
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Seifert Merit Scholarship Endowment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Oakland Press Endowed Scholarship for Journalism Excellence
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02049
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15485
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23295
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt016151
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010829
IRS990EZ/TotalProgramServiceExpensesAmt010829
IRS990EZ/TotalRevenueAmt020613
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Oakland University Foundation is organized and operated exclusively to support and serve the needs of Oakland University a publicly supported organization. One of the three Directors the Executive Director the Treasurer and all of the Oakland University Foundation staff are employees of Oakland University. This common management ensures that the needs and requirements of Oakland University are met.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section C
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0false
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0381714400
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt010829
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Oakland University
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt010829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Grants And Similar Amounts Paid:, Amount:| Milo Cross Memorial Scholarship, $2049| Oakland Press Endowed Scholarship for Journalism Excellence, $3295| Seifert Merit Scholarship Endowment, $5485|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Explanation:, Amount:| Unrealized Gains, $13476|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Joyce Cline
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Assoc Vice President and Controller
ReturnHeader/BusinessOfficerGrp/PhoneNum02483702297
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oakland University Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OAKL
ReturnHeader/Filer/EIN0386078765
ReturnHeader/Filer/ForeignPhoneNum02483702297
ReturnHeader/Filer/USAddress/AddressLine1Txt02200 N SQUIRREL RD
ReturnHeader/Filer/USAddress/CityNm0Rochester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0483094402
ReturnHeader/ReturnTs02025-11-17T09:18:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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