Civic Intelligence

Southwestern Oklahoma State University Foundation Inc.

990 • Fiscal year 2016 • EIN 73-1024870

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 09, 2017

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.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

10th percentile

0.02x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

67th percentile

8.0%

Higher net margin than 67% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

60th percentile

4.3%

Faster asset growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-11%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$21,379,679

Up $884,245 (+4.3%) from 2015

Net Assets

Up

$21,329,715

Up $838,965 (+4.1%) from 2015

Liabilities

Up

$49,964

Up $45,280 (+967%) from 2015

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin67th percentile

Revenue

Down

$2,395,529

Down $287,308 (-11%) from 2015

Expenses

Down

$2,202,809

Down $55,983 (-2.5%) from 2015

Net Income

Down

$192,720

Down $231,325 (-55%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2016

Assets$21,379,679
Liabilities$49,964
Net Assets$21,329,715
Open 2016 Filing

Operations Trend

Revenue Growth21st 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

2016

Revenue$2,395,529
Expenses$2,202,809
Net Income$192,720
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$10,615,428
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$18,154,229$19,015,417▲ $861,188
Investments Other Securities$1,097,539$1,214,956▲ $117,417
Land, Buildings, and Equipment, Net$641,298$641,041▼ $257
Cash and Non-Interest-Bearing Accounts$342,618$280,125▼ $62,493
Pledges and Grants Receivable$147,825$100,707▼ $47,118
Intangible Assets-$13,020-
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$20,495,434$21,379,679▲ $884,245
Other Assets Total$111,925$114,413▲ $2,488
Liabilities
Accounts Payable and Accrued Expenses$4,684$49,964▲ $45,280
Total Liabilities$4,684$49,964▲ $45,280
Net Assets / Fund Balance
Permanently Rstr Net Assets$16,633,744$16,819,357▲ $185,613
Temporarily Rstr Net Assets$3,636,512$3,847,176▲ $210,664
Unrestricted Net Assets$220,494$663,182▲ $442,688
Total Net Assets Fund Balance$20,490,750$21,329,715▲ $838,965
Total Liabilities and Net Assets / Fund Balance$20,495,434$21,379,679▲ $884,245

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$494,723$234,826$729,549
Land$140,000-$120,000
Other Land Buildings-$95,136$95,136
Equipment$6,318$30,587$36,905

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$18,005,110$198,411▲ $886,655$462,378$18,632,504
2015$18,071,841$591,529▼ $142,355$515,905$18,005,110
2014$18,266,397$165,094▲ $1,001,399$1,361,049$18,071,841
2013$15,303,745$665,836▲ $2,469,631$172,815$18,266,397
2012$14,101,861$138,339▲ $1,233,080$169,535$15,303,745
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Dr Carl HookChairman
Jim MoggPast Chairman
Diane Hunter1st Vice Chair
Everett Dobson2nd Vice Chair
Garrett KingExecutive Director
Brice HarrisTrustee
Bruce MagillTrustee
Bryan EvansTrustee
Debbie ShepherdTrustee
Don WeeksTrustee
E Vann Greer AndrewsTrustee
George CohlmiaTrustee
Homer RyanTrustee
James MalesTrustee
Lynda LucasTrustee
Mike MuncyTrustee
Nelson SimsTrustee
Philip BuseyTrustee
William BernhardtTrustee
Joey SagerSecretary
Harvey MintonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,469,765
Program Service Revenue
$337,120
Investment Income
$338,368
Other Revenue
$250,276
All Other Contributions
$1,469,765
Change in Net Assets
$192,720

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Residential1$20,000Fair Market Value (FMV)
Other Non Cash Contri Table1$13,020Fair Market Value (FMV)
Securities Publicly Traded1$7,846Fair Market Value (FMV)
Total Noncash Contributions3$40,866-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,395,529
Revenue Not Reported on Form 990
$646,245
Total Revenue per Audited Statements
$3,041,774
Total Revenue per Form 990
$2,395,529
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,309,825
Salaries, Compensation, and Employee Benefits$447,590
Grants and Similar Amounts Paid$445,394
Total Fundraising Expense$195,396
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$103,630$200,117$143,843$447,590
Grants to Domestic Orgs$445,394--$445,394
Occupancy-$246,500-$246,500
All Other Expenses$36,783$9,185$22,571$68,539
Other Expenses$40,681$10,947$10,760$40,681
Conferences and Meetings$16,132$10,059$2,129$28,320
Travel$20,066$3,752$3,759$27,577
Depreciation Depletion-$20,257-$20,257
Advertising$5,539-$12,334$17,873
Fees for Services Accounting-$17,235-$17,235
Fees for Services Legal-$15,080-$15,080
Insurance-$10,868-$10,868
Total Functional Expenses$1,463,413$544,000$195,396$2,202,809

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,202,809
Total Expenses per Audited Statements$2,202,809
Total Expenses per Form 990$2,202,809
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southwestern Oklahoma State UWeatherford, OK115Scholarships$445,394
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
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
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
SW Oklahoma State Univ Foundation Inc
EIN
73-1024870
Phone
5807743267
Address
100 Campus Drive, Weatherford, OK 73096

Signing Officer

Name
Garrett King
Title
Executive Director
Signed
2017-11-09
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 CPA
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 693 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/PersonNm6E Vann Greer Andrews
IRS990/Form990PartVIISectionAGrp/PersonNm7William Bernhardt
IRS990/Form990PartVIISectionAGrp/PersonNm8Philip Busey
IRS990/Form990PartVIISectionAGrp/PersonNm9George Cohlmia
IRS990/Form990PartVIISectionAGrp/PersonNm10Bryan Evans
IRS990/Form990PartVIISectionAGrp/PersonNm11Brice Harris
IRS990/Form990PartVIISectionAGrp/PersonNm12Lynda Lucas
IRS990/Form990PartVIISectionAGrp/PersonNm13Bruce Magill
IRS990/Form990PartVIISectionAGrp/PersonNm14Garrett King
IRS990/Form990PartVIISectionAGrp/PersonNm15James Males
IRS990/Form990PartVIISectionAGrp/PersonNm16Mike Muncy
IRS990/Form990PartVIISectionAGrp/PersonNm17Homer Ryan
IRS990/Form990PartVIISectionAGrp/PersonNm18Debbie Shepherd
IRS990/Form990PartVIISectionAGrp/PersonNm19Nelson Sims
IRS990/Form990PartVIISectionAGrp/PersonNm20Don Weeks
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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
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IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt19Trustee
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IRS990/GrantsToOrganizationsInd0true
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IRS990/IntangibleAssetsGrp/EOYAmt013020
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IRS990/OtherExpensesGrp/TotalAmt184049
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,379,679
Liabilities
$49,964
Net assets
$21,329,715
Revenue
$2,395,529
Expenses
$2,202,809
Net income
$192,720
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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
2016Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $10M-$25M nonprofits