Civic Intelligence

Southwestern Oklahoma State University Foundation Inc.

990 • Fiscal year 2018 • EIN 73-1024870

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization Profilewww.swosu.edu
100 Campus DriveWeatherford, OK 73096

(580) 774-3267

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.

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

Liabilities / Revenue

9th percentile

0.01x

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

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

Net Margin

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

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

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

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

Asset Growth

20th percentile

-5.1%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

87th percentile

43%

Faster revenue growth than 87% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$23,322,410

Down $1,263,638 (-5.1%) from 2017

Net Assets

Down

$23,267,584

Down $1,181,119 (-4.8%) from 2017

Liabilities

Down

$54,826

Down $82,519 (-60%) from 2017

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin87th percentile

Revenue

Up

$4,361,012

Up $1,300,653 (+43%) from 2017

Expenses

Up

$2,699,880

Up $440,529 (+19%) from 2017

Net Income

Up

$1,661,132

Up $860,124 (+107%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$40M$30M$20M$10M$0Assets 2010: $15,846,638Liabilities 2010: $947,445Net Assets 2010: $14,899,1932010Assets 2011: $16,318,628Liabilities 2011: $777,435Net Assets 2011: $15,541,1932011Assets 2012: $17,106,243Liabilities 2012: $380,753Net Assets 2012: $16,725,4902012Assets 2014: $20,833,596Liabilities 2014: $193,688Net Assets 2014: $20,639,9082014Assets 2015: $20,495,434Liabilities 2015: $4,684Net Assets 2015: $20,490,7502015Assets 2016: $21,379,679Liabilities 2016: $49,964Net Assets 2016: $21,329,7152016Assets 2017: $24,586,048Liabilities 2017: $137,345Net Assets 2017: $24,448,7032017Assets 2018: $23,322,410Liabilities 2018: $54,826Net Assets 2018: $23,267,5842018Assets 2019: $26,895,372Liabilities 2019: $69,452Net Assets 2019: $26,825,9202019Assets 2020: $28,837,043Liabilities 2020: $32,028Net Assets 2020: $28,805,0152020Assets 2021: $37,553,031Liabilities 2021: $90,272Net Assets 2021: $37,462,7592021Assets 2022: $28,142,774Liabilities 2022: $686,655Net Assets 2022: $27,456,1192022Assets 2023: $34,167,399Liabilities 2023: $560,705Net Assets 2023: $33,606,6942023Assets 2024: $35,433,273Liabilities 2024: $1,340,130Net Assets 2024: $34,093,1432024

Highlighted filing

2018

Assets$23,322,410
Liabilities$54,826
Net Assets$23,267,584
Open 2018 Filing

Operations Trend

Revenue Growth87th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,288,8352010Expenses 2011: $1,136,4392011Revenue 2012: $2,082,176Expenses 2012: $1,242,742Net Income 2012: $839,4342012Revenue 2014: $4,977,230Expenses 2014: $1,756,884Net Income 2014: $3,220,3462014Revenue 2015: $2,682,837Expenses 2015: $2,258,792Net Income 2015: $424,0452015Revenue 2016: $2,395,529Expenses 2016: $2,202,809Net Income 2016: $192,7202016Revenue 2017: $3,060,359Expenses 2017: $2,259,351Net Income 2017: $801,0082017Revenue 2018: $4,361,012Expenses 2018: $2,699,880Net Income 2018: $1,661,1322018Revenue 2019: $2,762,587Expenses 2019: $2,992,816Net Income 2019: -$230,2292019Revenue 2020: $2,080,745Expenses 2020: $2,217,633Net Income 2020: -$136,8882020Revenue 2021: $11,956,382Expenses 2021: $2,560,336Net Income 2021: $9,396,0462021Revenue 2022: $4,404,219Expenses 2022: $7,960,841Net Income 2022: -$3,556,6222022Revenue 2023: $7,640,439Expenses 2023: $3,965,232Net Income 2023: $3,675,2072023Revenue 2024: $8,134,032Expenses 2024: $6,549,665Net Income 2024: $1,584,3672024

Highlighted filing

2018

Revenue$4,361,012
Expenses$2,699,880
Net Income$1,661,132
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$8,648,240
Mission and Program Overview

Mission

To assist Students with tuition and fees in the form of scholarships for attendance at Southwestern Oklahoma State University

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$22,070,782$20,406,719▼ $1,664,063
Investments Other Securities$1,309,533$1,189,883▼ $119,650
Land, Buildings, and Equipment, Net$600,784$737,645▲ $136,861
Cash and Non-Interest-Bearing Accounts$401,302$441,096▲ $39,794
Pledges and Grants Receivable$73,305$414,045▲ $340,740
Intangible Assets$10,416$7,812▼ $2,604
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$24,586,048$23,322,410▼ $1,263,638
Other Assets Total$119,926$125,210▲ $5,284
Liabilities
Accounts Payable and Accrued Expenses$137,345$54,826▼ $82,519
Total Liabilities$137,345$54,826▼ $82,519
Net Assets / Fund Balance
Permanently Rstr Net Assets$17,604,136$18,092,064▲ $487,928
Temporarily Rstr Net Assets$5,722,561$4,417,956▼ $1,304,605
Unrestricted Net Assets$1,122,006$757,564▼ $364,442
Total Net Assets Fund Balance$24,448,703$23,267,584▼ $1,181,119
Total Liabilities and Net Assets / Fund Balance$24,586,048$23,322,410▼ $1,263,638

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$617,645$268,264$885,909
Land$120,000-$120,000
Other Land Buildings-$95,136$95,136
Equipment-$36,905$36,905
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Dianne HunterChairman
Carl HookPast Chairman
George Cohlmia1st Vice Chair
Bryan Evans2nd Vice Chair
Garrett KingExecutive Director
Brice HarrisTrustee
Bruce MagillTrustee
Everett DobsonTrustee
Homer RyanTrustee
James KeehnTrustee
Juan GarciaTrustee
Lori BoydTrustee
Lynda LucasTrustee
Michael HartTrustee
Nelson SimsTrustee
Philip BuseyTrustee
William BernhardtTrustee
Debbie ShepherdSecretary
E Vann Greer AndrewsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,290,161
Program Service Revenue
$221,583
Investment Income
$1,540,543
Other Revenue
$308,725
All Other Contributions
$2,290,161
Change in Net Assets
$1,661,132

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,361,012
Revenue Not Reported on Form 990
$2,842,251
Total Revenue per Audited Statements
$7,203,263
Total Revenue per Form 990
$4,361,012
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,755,054
Grants and Similar Amounts Paid$577,990
Total Fundraising Expense$378,199
Salaries, Compensation, and Employee Benefits$366,836
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$577,990--$577,990
Other Salaries and Wages$124,012$121,411$121,413$366,836
Occupancy-$246,500-$246,500
Information Technology-$120$197,407$197,527
Fees for Services Management$146,457--$146,457
Other Expenses$170,064$119,650$4,974$119,650
Office Expenses$25,403$23,836$21,921$71,160
Travel$24,116$379$7,968$32,463
Conferences and Meetings$18,727$5,032$8,440$32,199
Depreciation Depletion-$30,833-$30,833
Fees for Services Accounting-$17,025-$17,025
Advertising$6,842$650$7,563$15,055
Insurance-$11,245-$11,245
All Other Expenses--$8,513$8,513
Fees for Services Legal-$3,565-$3,565
Total Functional Expenses$1,740,519$581,162$378,199$2,699,880

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,699,880
Total Expenses per Audited Statements$2,699,880
Total Expenses per Form 990$2,699,880
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southwestern Oklahoma State UWeatherford, OK115Scholarships$577,990
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
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“Members of the board are elected by members of the board of trustees.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Any changes to the governing documents, investments, or other major decisions require the approval of the board of trustees.”

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

“A draft copy of the return is reviewed by the audit committee prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“In the November board meeting, the conflict of interest policy is provided to the board members to review, sign, and return.”

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

“Upon request”

Filing and Contact Details

Filer

Filer Name
Southwestern Oklahoma State University
EIN
73-1024870
Phone
5807743267
Address
100 Campus Drive, Weatherford, OK 73096

Signing Officer

Name
Garrett King
Title
Executive Director
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
1974
Legal Domicile
Ok
Voting Board Members
20
Independent Board Members
20
Employees
0

Preparer

Firm
Hinkle & Company Pc
Address
5028 East 101st St, Tulsa, OK 74137
Preparer
James D Hinkle
Phone
9184923388
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Management has evaluated the Foundation's tax positions and concluded that the Foundation has taken no uncertain tax positions that required adjustment to or disclosure in the financial statements to comply with the provisions of this guidance. With few exceptions, the Foundation is no longer subject to income tax examinations by the U.S. federal, state, or local tax authorities for years ending on or before December 31, 2012.”

Raw XML AppendixShowing 400 of 625 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/PersonNm6Michael Hart
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt11st Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt22nd Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Past Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Trustee
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IRS990/IntangibleAssetsGrp/BOYAmt010416
IRS990/IntangibleAssetsGrp/EOYAmt07812
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0418310
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IRS990/LandBldgEquipCostOrOtherBssAmt01137950
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04287228
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To assist Students with tuition and fees in the form of scholarships for attendance at Southwestern Oklahoma State University
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt023267584
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0916
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1119650
IRS990/OtherExpensesGrp/ProgramServicesAmt0446908
IRS990/OtherExpensesGrp/ProgramServicesAmt1200000
IRS990/OtherExpensesGrp/ProgramServicesAmt2170064
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IRS990/OtherExpensesGrp/TotalAmt1200000
IRS990/OtherExpensesGrp/TotalAmt2175954
IRS990/OtherExpensesGrp/TotalAmt3119650
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IRS990/PYOtherExpensesAmt01435018
IRS990/PYOtherRevenueAmt0246711
IRS990/PYProgramServiceRevenueAmt0417221
IRS990/PYRevenuesLessExpensesAmt0801008
IRS990/PYSalariesCompEmpBnftPaidAmt0346901

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,322,410
Liabilities
$54,826
Net assets
$23,267,584
Revenue
$4,361,012
Expenses
$2,699,880
Net income
$1,661,132
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.4$1.34$34.1$8.13$6.55$1.58
2023Summary only. Only limited summary data is available for this year.$34.2$0.56$33.6$7.64$3.97$3.68
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.1$0.69$27.5$4.40$7.96$3.56
2021Summary only. Only limited summary data is available for this year.$37.6$0.09$37.5$12.0$2.56$9.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.8$0.03$28.8$2.08$2.22$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.9$0.07$26.8$2.76$2.99$0.23
2018Detailed filing. Detailed filing data is available for this year.$23.3$0.05$23.3$4.36$2.70$1.66
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.6$0.14$24.4$3.06$2.26$0.80
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.4$0.05$21.3$2.40$2.20$0.19
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.5$0.00$20.5$2.68$2.26$0.42
2014Detailed filing. Detailed filing data is available for this year.$20.8$0.19$20.6$4.98$1.76$3.22
2012Summary only. Only limited summary data is available for this year.$17.1$0.38$16.7$2.08$1.24$0.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.3$0.78$15.5$1.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.8$0.95$14.9$1.29