Civic Intelligence

Osu Lew Wentz Foundation

990 • Fiscal year 2020 • EIN 73-0590516

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 18, 2020

2620 Black Oak DriveStillwater, OK 74074

(405) 377-2688

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

10th percentile

0.02x

Higher debt load relative to revenue than 10% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

82nd percentile

29%

Higher net margin than 82% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

17th percentile

$60,000

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

19th percentile

-2.3%

Faster asset growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

85th percentile

35%

Faster revenue growth than 85% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Down

$17,225,812

Down $398,418 (-2.3%) from 2019

Net Assets

Down

$17,203,618

Down $399,888 (-2.3%) from 2019

Liabilities

Up

$22,194

Up $1,470 (+7.1%) from 2019

Revenue

Up

$1,183,756

Up $307,241 (+35%) from 2019

Expenses

Up

$845,592

Up $66,001 (+8.5%) from 2019

Net Income

Up

$338,164

Up $241,240 (+249%) from 2019

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

2020

Assets$17,225,812
Liabilities$22,194
Net Assets$17,203,618

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

2020

Revenue$1,183,756
Expenses$845,592
Net Income$338,164
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 18, 2020
Return Version
2019v5.0
Gross Receipts
$4,411,826
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$597,115$1,194,345▲ $597,230
Inventories for Sale or Use$22,220$22,220→ $0
Other Notes and Loans Receivable, Net$15,576$8,205▼ $7,371
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$17,624,230$17,225,812▼ $398,418
Other Assets Total$16,989,319$16,001,042▼ $988,277
Liabilities
Accounts Payable and Accrued Expenses$20,724$22,194▲ $1,470
Total Liabilities$20,724$22,194▲ $1,470
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,558,236$14,229,848▼ $328,388
Net Assets With Donor Restrictions$3,045,270$2,973,770▼ $71,500
Total Net Assets Fund Balance$17,603,506$17,203,618▼ $399,888
Total Liabilities and Net Assets / Fund Balance$17,624,230$17,225,812▼ $398,418

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$173,994--
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
$550
Program Service Revenue
$0
Investment Income
$1,148,655
Other Revenue
$34,551
All Other Contributions
$550
Change in Net Assets
$338,164
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$724,000
Other Expenses$61,592
Salaries, Compensation, and Employee Benefits$60,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$724,000--$724,000
Current Officers, Directors, Trustees, and Key Employees-$60,000-$60,000
Fees for Services Management-$50,808-$50,808
Other Expenses-$8,385-$8,385
Insurance-$2,399-$2,399
Total Functional Expenses$724,000$121,592$0$845,592
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
Audit committee
No
Backup withholding compliance
No
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
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
2620 BLACK OAK DRIVE, STILLWATER, OK 74074

Signing Officer

Name
Patricia T Houston Prawl
Title
Administrator
Signed
2020-11-18
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/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
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/ExcessDistributionCyovYr5Amt00
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/CurrentTaxYearAmt0550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0600
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0630816
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0766606
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0688643
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0458363
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0824715
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03369143
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/PublicSupportTotal170Amt0600
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt050
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0600
IRS990ScheduleA/TotalSupportAmt03369743
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0173994
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BOKF PRIVATE EQUITY LTD PTRSHIP
IRS990ScheduleD/TotalBookValueOtherAssetsAmt016001042
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0724000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS AND RESEARCH PROJECTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0227
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0RIGOROUS REVIEW BY A COMMITTEE
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt017624230
IRS990/TotalAssetsEOYAmt017225812
IRS990/TotalAssetsGrp/BOYAmt017624230
IRS990/TotalAssetsGrp/EOYAmt017225812
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0550
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0121592
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0724000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0845592
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt020724
IRS990/TotalLiabilitiesEOYAmt022194
IRS990/TotalLiabilitiesGrp/BOYAmt020724
IRS990/TotalLiabilitiesGrp/EOYAmt022194
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt017603506
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt017203618
IRS990/TotalProgramServiceExpensesAmt0724000
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt060000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01183206
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01183756
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt017624230
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt017225812
IRS990/TravelGrp/TotalAmt00

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
2020Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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