Civic Intelligence

Osu Lew Wentz Foundation

990 • Fiscal year 2018 • EIN 73-0590516

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

401 S Main StreetStillwater, OK 74074

(405) 377-2688

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

16th percentile

0.05x

Higher debt load relative to revenue than 16% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

76th percentile

17%

Higher net margin than 76% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

15th percentile

$60,000

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

58th percentile

3.9%

Faster asset growth than 58% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

32nd percentile

-1.6%

Faster revenue growth than 32% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Up

$17,401,270

Up $658,385 (+3.9%) from 2017

Net Assets

Up

$17,356,624

Up $649,644 (+3.9%) from 2017

Liabilities

Up

$44,646

Up $8,741 (+24%) from 2017

Revenue

Down

$953,843

Down $15,946 (-1.6%) from 2017

Expenses

Down

$789,590

Down $47,316 (-5.7%) from 2017

Net Income

Up

$164,253

Up $31,370 (+24%) from 2017

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $13,172,630Liabilities 2011: $14,416Net Assets 2011: $13,158,2142011Assets 2012: $12,979,954Liabilities 2012: $9,790Net Assets 2012: $12,970,1642012Assets 2013: $14,310,959Liabilities 2013: $20,934Net Assets 2013: $14,290,0252013Assets 2014: $16,314,832Liabilities 2014: $17,968Net Assets 2014: $16,296,8642014Assets 2015: $16,588,019Liabilities 2015: $13,495Net Assets 2015: $16,574,5242015Assets 2016: $15,455,206Liabilities 2016: $19,385Net Assets 2016: $15,435,8212016Assets 2017: $16,742,885Liabilities 2017: $35,905Net Assets 2017: $16,706,9802017Assets 2018: $17,401,270Liabilities 2018: $44,646Net Assets 2018: $17,356,6242018Assets 2019: $17,624,230Liabilities 2019: $20,724Net Assets 2019: $17,603,5062019Assets 2020: $17,225,812Liabilities 2020: $22,194Net Assets 2020: $17,203,6182020Assets 2021: $21,030,521Liabilities 2021: $21,046Net Assets 2021: $21,009,4752021Assets 2022: $17,708,487Liabilities 2022: $13,624Net Assets 2022: $17,694,8632022Assets 2023: $18,635,898Liabilities 2023: $13,376Net Assets 2023: $18,622,5222023Assets 2024: $19,941,429Liabilities 2024: $14,177Net Assets 2024: $19,927,2522024

Highlighted filing

2018

Assets$17,401,270
Liabilities$44,646
Net Assets$17,356,624

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $470,523Expenses 2011: $450,679Net Income 2011: $19,8442011Revenue 2012: $767,972Expenses 2012: $385,814Net Income 2012: $382,1582012Revenue 2013: $1,390,073Expenses 2013: $444,968Net Income 2013: $945,1052013Revenue 2014: $1,227,074Expenses 2014: $438,979Net Income 2014: $788,0952014Revenue 2015: $911,218Expenses 2015: $467,424Net Income 2015: $443,7942015Revenue 2016: $1,329,691Expenses 2016: $838,711Net Income 2016: $490,9802016Revenue 2017: $969,789Expenses 2017: $836,906Net Income 2017: $132,8832017Revenue 2018: $953,843Expenses 2018: $789,590Net Income 2018: $164,2532018Revenue 2019: $876,515Expenses 2019: $779,591Net Income 2019: $96,9242019Revenue 2020: $1,183,756Expenses 2020: $845,592Net Income 2020: $338,1642020Revenue 2021: $3,813,107Expenses 2021: $761,713Net Income 2021: $3,051,3942021Revenue 2022: $2,315,438Expenses 2022: $881,604Net Income 2022: $1,433,8342022Revenue 2023: $617,694Expenses 2023: $901,847Net Income 2023: -$284,1532023Revenue 2024: $1,744,586Expenses 2024: $955,833Net Income 2024: $788,7532024

Highlighted filing

2018

Revenue$953,843
Expenses$789,590
Net Income$164,253
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$4,318,015
Mission and Program Overview

Mission

To provide financial assistance to oklahoma state university and the students who attend the university through grants, scholarships, etc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$222,852$237,175▲ $14,323
Inventories for Sale or Use$24,337$23,237▼ $1,100
Other Notes and Loans Receivable, Net$10,155$16,551▲ $6,396
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$16,742,885$17,401,270▲ $658,385
Other Assets Total$16,485,541$17,124,307▲ $638,766
Liabilities
Accounts Payable and Accrued Expenses$35,905$44,646▲ $8,741
Total Liabilities$35,905$44,646▲ $8,741
Net Assets / Fund Balance
Unrestricted Net Assets$16,706,980$17,356,624▲ $649,644
Total Net Assets Fund Balance$16,706,980$17,356,624▲ $649,644
Total Liabilities and Net Assets / Fund Balance$16,742,885$17,401,270▲ $658,385

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$39,265--
Compensation and Service Providers

Employees

NameTitleBaseTotal
Patricia T Houston PrawlAdministrator$60,000$60,000

Board Members and Trustees

NameTitle
Burns HargisTrustee
Jim OrbisonTrustee
Steve BradshawTrustee
Tom MuchmoreTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$927,343
Other Revenue
$26,500
Change in Net Assets
$164,253
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$667,000
Other Expenses$62,590
Salaries, Compensation, and Employee Benefits$60,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$667,000--$667,000
Current Officers, Directors, Trustees, and Key Employees-$60,000-$60,000
Fees for Service Investment Mgmnt Fees-$51,162-$51,162
Insurance-$2,278-$2,278
Other Expenses$1,535$7,615-$1,535
Total Functional Expenses$668,535$121,055$0$789,590
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Osu-lew Wentz Foundation
EIN
73-0590516
Phone
4053772688
Address
401 S MAIN STREET, STILLWATER, OK 74074

Signing Officer

Name
Patricia T Houston Prawl
Title
Administrator
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1926
Legal Domicile
Ok
Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Firm
FSW&B CPAs PLLC
Address
205 W Mc Elroy, Stillwater, OK 74075
Preparer
Derrel White CPA
Phone
4056249500
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IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.00000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/First5Years170Ind0X
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/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0688643
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0458363
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0824715
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01053732
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0659794
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03685247
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalSupportAmt03685247
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0262979
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt139265
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BOKF PRIVATE EQUITY LTD PTRSHIP
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1BOKF PRIVATE EQUITY LTD PTRSHIP
IRS990ScheduleD/TotalBookValueOtherAssetsAmt017124307
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS AND RESEARCH PROJECTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0284
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0RIGOROUS REVIEW BY A COMMITTEE
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt016742885
IRS990/TotalAssetsEOYAmt017401270
IRS990/TotalAssetsGrp/BOYAmt016742885
IRS990/TotalAssetsGrp/EOYAmt017401270
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0121055
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0668535
IRS990/TotalFunctionalExpensesGrp/TotalAmt0789590
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt035905
IRS990/TotalLiabilitiesEOYAmt044646
IRS990/TotalLiabilitiesGrp/BOYAmt035905
IRS990/TotalLiabilitiesGrp/EOYAmt044646
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt016706980
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt017356624
IRS990/TotalProgramServiceExpensesAmt0668535

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.9$0.01$19.9$1.74$0.96$0.79
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.6$0.01$18.6$0.62$0.90$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.7$0.01$17.7$2.32$0.88$1.43
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.0$0.02$21.0$3.81$0.76$3.05
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.2$0.02$17.2$1.18$0.85$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$0.02$17.6$0.88$0.78$0.10
2018Detailed filing. Detailed filing data is available for this year.$17.4$0.04$17.4$0.95$0.79$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$0.04$16.7$0.97$0.84$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$0.02$15.4$1.33$0.84$0.49
2015Summary only. Only limited summary data is available for this year.$16.6$0.01$16.6$0.91$0.47$0.44
2014Summary only. Only limited summary data is available for this year.$16.3$0.02$16.3$1.23$0.44$0.79
2013Summary only. Only limited summary data is available for this year.$14.3$0.02$14.3$1.39$0.44$0.95
2012Summary only. Only limited summary data is available for this year.$13.0$0.01$13.0$0.77$0.39$0.38
2011Summary only. Only limited summary data is available for this year.$13.2$0.01$13.2$0.47$0.45$0.02