Civic Intelligence

Lew Wentz Foundation

EIN 73-6091750 • 501(c)3 • Norman, OK

Profile

The foundation provides loans to qualified students in order to pursue their education at the university of oklahoma.

1000 Asp Avenue Room 208Norman, OK 73019

n/A

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

53rd percentile

6.5%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

48th percentile

6.2%

Faster revenue growth than 48% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$33,209,713

Up $2,627,310 (+8.6%) from 2023

Liabilities

Up

$219

Up $219 from 2023

Net Assets

Up

$33,209,494

Up $2,627,091 (+8.6%) from 2023

Operations
Liabilities / Revenue5th percentileNet Margin88th percentile

Revenue

Up

$990,138

Up $197,362 (+25%) from 2023

Expenses

Down

$386,247

Down $32,047 (-7.7%) from 2023

Net Income

Up

$603,891

Up $229,409 (+61%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

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

$40M$30M$20M$10M$0Assets 2011: $19,823,262Liabilities 2011: $150,811Net Assets 2011: $19,672,4512011Assets 2012: $19,679,751Liabilities 2012: $2,235Net Assets 2012: $19,677,5162012Assets 2013: $20,550,575Liabilities 2013: $0Net Assets 2013: $20,550,5752013Assets 2014: $22,373,097Liabilities 2014: $172Net Assets 2014: $22,372,9252014Assets 2015: $22,961,559Liabilities 2015: $7,103Net Assets 2015: $22,954,4562015Assets 2016: $23,088,332Liabilities 2016: $4,586Net Assets 2016: $23,083,7462016Assets 2017: $24,304,770Liabilities 2017: $3,056Net Assets 2017: $24,301,7142017Assets 2018: $25,420,145Liabilities 2018: $2,401Net Assets 2018: $25,417,7442018Assets 2020: $27,442,896Liabilities 2020: $453Net Assets 2020: $27,442,4432020Assets 2021: $30,923,902Liabilities 2021: $2,846Net Assets 2021: $30,921,0562021Assets 2022: $28,728,748Liabilities 2022: $4,435Net Assets 2022: $28,724,3132022Assets 2023: $30,582,403Liabilities 2023: $0Net Assets 2023: $30,582,4032023Assets 2024: $33,209,713Liabilities 2024: $219Net Assets 2024: $33,209,4942024

Highlighted filing

2024

Assets$33,209,713
Liabilities$219
Net Assets$33,209,494
Open 2024 Filing

Operations Trend

Revenue Growth48th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $1,294,612Expenses 2011: $297,674Net Income 2011: $996,9382011Revenue 2012: $627,699Expenses 2012: $276,887Net Income 2012: $350,8122012Revenue 2013: $1,387,003Expenses 2013: $338,232Net Income 2013: $1,048,7712013Revenue 2014: $994,475Expenses 2014: $311,629Net Income 2014: $682,8462014Revenue 2015: $1,831,257Expenses 2015: $389,451Net Income 2015: $1,441,8062015Revenue 2016: $480,860Expenses 2016: $326,133Net Income 2016: $154,7272016Revenue 2017: $477,959Expenses 2017: $392,596Net Income 2017: $85,3632017Revenue 2018: $505,517Expenses 2018: $415,034Net Income 2018: $90,4832018Revenue 2020: $1,476,567Expenses 2020: $492,310Net Income 2020: $984,2572020Revenue 2021: $643,664Expenses 2021: $993,534Net Income 2021: -$349,8702021Revenue 2022: $746,835Expenses 2022: $461,784Net Income 2022: $285,0512022Revenue 2023: $792,776Expenses 2023: $418,294Net Income 2023: $374,4822023Revenue 2024: $990,138Expenses 2024: $386,247Net Income 2024: $603,8912024

Highlighted filing

2024

Revenue$990,138
Expenses$386,247
Net Income$603,891
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,209,713
Liabilities
$219
Net assets
$33,209,494
Revenue
$990,138
Expenses
$386,247
Net income
$603,891
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.2$0.00$33.2$0.99$0.39$0.60
2023Detailed filing. Detailed filing data is available for this year.$30.6$0.00$30.6$0.79$0.42$0.37
2022Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$0.75$0.46$0.29
2021Detailed filing. Detailed filing data is available for this year.$30.9$0.00$30.9$0.64$0.99$0.35
2020Summary only. Only limited summary data is available for this year.$27.4$0.00$27.4$1.48$0.49$0.98
2018Summary only. Only limited summary data is available for this year.$25.4$0.00$25.4$0.51$0.42$0.09
2017Summary only. Only limited summary data is available for this year.$24.3$0.00$24.3$0.48$0.39$0.09
2016Summary only. Only limited summary data is available for this year.$23.1$0.00$23.1$0.48$0.33$0.15
2015Summary only. Only limited summary data is available for this year.$23.0$0.01$23.0$1.83$0.39$1.44
2014Summary only. Only limited summary data is available for this year.$22.4$0.00$22.4$0.99$0.31$0.68
2013Summary only. Only limited summary data is available for this year.$20.6$0.00$20.6$1.39$0.34$1.05
2012Summary only. Only limited summary data is available for this year.$19.7$0.00$19.7$0.63$0.28$0.35
2011Summary only. Only limited summary data is available for this year.$19.8$0.15$19.7$1.29$0.30$1.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 8, 2024
Return Version
2023v5.1
Gross Receipts
$990,138
Mission and Program Overview

Mission

The foundation provides loans to qualified students in order to pursue their education at the university of oklahoma.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$21,126,945$23,663,340▲ $2,536,395
Investments Program Related$8,730,945$8,082,665▼ $648,280
Other Notes and Loans Receivable, Net$676,014$1,406,705▲ $730,691
Cash and Non-Interest-Bearing Accounts-$0-
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$30,582,403$33,209,713▲ $2,627,310
Other Assets Total$48,499$57,003▲ $8,504
Liabilities
Accounts Payable and Accrued Expenses$-1$219▲ $220
Other Liabilities$1--
Total Liabilities$0$219▲ $219
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$30,582,403$33,209,494▲ $2,627,091
Total Net Assets Fund Balance$30,582,403$33,209,494▲ $2,627,091
Total Liabilities and Net Assets / Fund Balance$30,582,403$33,209,713▲ $2,627,310
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Matt HamiltonChairman
Anita HollowayTrustee
Jeff NorthcutTrustee
Michael NashTrustee
William LissauTrustee
Courtney HendersonSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
University Of OklahomaAdminstrative Services660 PARRINGTON OVAL, Norman, OK 73019$265,298
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$387,588
Investment Income
$602,550
Other Revenue
$0
Change in Net Assets
$603,891

Audited Revenue Reconciliation

Revenue per Audited Statements
$990,138
Revenue Not Reported on Form 990
$2,023,200
Total Revenue per Audited Statements
$3,013,338
Total Revenue per Form 990
$990,138
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$386,247
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$265,298--$265,298
Fees for Service Investment Mgmnt Fees-$80,851-$80,851
Fees for Services Accounting-$21,300-$21,300
Other Expenses$9,829$1,757-$1,757
Total Functional Expenses$275,127$111,120$0$386,247

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$386,247
Total Expenses per Audited Statements$386,247
Total Expenses per Form 990$386,247
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
Yes
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
Yes
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, Section B, Line 11B

“A draft of the form 990 is provided to the board of trustees for review prior to filing with the irs.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Lew Wentz Foundation
EIN
73-6091750
Phone
4053251434
Address
1000 ASP AVENUE ROOM 208, NORMAN, OK 73019

Signing Officer

Name
Matt Hamilton
Title
Chairman
Signed
2024-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matt Hamilton
Formed
1926
Legal Domicile
Nd
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
5

Preparer

Firm
HBC CPAs & Advisors
Address
9905 N May Avenue, Oklahoma City, OK 73120
Preparer
Christopher Heim CPA
Phone
4058487797
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The foundation believes that it has appropriate support for any tax posisitions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The foundation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.”

Raw XML AppendixShowing 400 of 453 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0-1
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0219
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE FOUNDATION PROVIDES LOANS TO QUALIFIED STUDENTS IN ORDER TO PURSUE THEIR EDUCATION AT THE UNIVERSITY OF OKLAHOMA.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0QUINCY GARNER
IRS990/BooksInCareOfDetail/PhoneNum04053251434
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01000 ASP AVENUE ROOM 208
IRS990/BooksInCareOfDetail/USAddress/CityNm0NORMAN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd073019
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0true
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0265298
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0660 PARRINGTON OVAL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0NORMAN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd073019
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0UNIVERSITY OF OKLAHOMA
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINSTRATIVE SERVICES
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0602550
IRS990/CYOtherExpensesAmt0386247
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0387588
IRS990/CYRevenuesLessExpensesAmt0603891
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0386247
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0990138
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0THE FOUNDATION PROVIDES LOANS TO QUALIFIED STUDENTS IN ORDER TO PURSUE THEIR EDUCATION AT THE UNIVERSITY OF OKLAHOMA. DURING THE YEAR, $997,000 OF NEW LOANS WERE AWARDED TO A LITTLE OVER 400 STUDENTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0275127
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt021300
IRS990/FeesForServicesAccountingGrp/TotalAmt021300
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0265298
IRS990/FeesForServicesOtherGrp/TotalAmt0265298
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt080851
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt080851
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt014192
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt121661
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0MATT HAMILTON
IRS990/Form990PartVIISectionAGrp/PersonNm1COURTNEY HENDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm2WILLIAM LISSAU
IRS990/Form990PartVIISectionAGrp/PersonNm3JEFF NORTHCUT
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL NASH
IRS990/Form990PartVIISectionAGrp/PersonNm5ANITA HOLLOWAY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0185427
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt169992
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01926
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0990138
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0602550
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0602550
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt08730945
IRS990/InvestmentsProgramRelatedGrp/EOYAmt08082665
IRS990/InvestmentsPubTradedSecGrp/BOYAmt021126945
IRS990/InvestmentsPubTradedSecGrp/EOYAmt023663340
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0ND
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE FOUNDATION PROVIDES LOANS TO QUALIFIED STUDENTS IN ORDER TO PURSUE THEIR EDUCATION AT THE UNIVERSITY OF OKLAHOMA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt030582403
IRS990/NetAssetsOrFundBalancesEOYAmt033209494
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02023200
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt030582403
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt033209494
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt048499
IRS990/OtherAssetsTotalGrp/EOYAmt057003
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1OTHER
IRS990/OtherExpensesGrp/Desc2COLLECTION COSTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07212
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11757
IRS990/OtherExpensesGrp/ProgramServicesAmt09829
IRS990/OtherExpensesGrp/TotalAmt09829
IRS990/OtherExpensesGrp/TotalAmt17212
IRS990/OtherExpensesGrp/TotalAmt21757
IRS990/OtherLiabilitiesGrp/BOYAmt01
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0676014
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01406705
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0MATT HAMILTON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0OTHER PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/Desc1STUDENT LOAN INTEREST
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010708
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1376880
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010708
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1376880
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0405081
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0418294
IRS990/PYProgramServiceRevenueAmt0387695
IRS990/PYRevenuesLessExpensesAmt0374482
IRS990/PYTotalExpensesAmt0418294
IRS990/PYTotalRevenueAmt0792776
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0603891
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RevenueAmt0387588
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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/SuprtOrgNoIRSDeterminationInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION IS A SUPPORTING ORGANIZATION TO THE UNIVERSITY OF OKLAHOMA. THE UNIVERSITY OF OKLAHOMA IS A GOVERNMENTAL AFFILIATE EXEMPT FROM TAX UNDER 115 AND DOES NOT HAVE AN IRS DETERMINATION LETTER.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE UNIVERSITY OF OKLAHOMA OPERATES THE FOUNDATION THROUGH AN ADMINSTRATIVE AGREEMENT. THE UNIVERSITY PROVIDES SERVICES TO THE FOUNDATION INCLUDING LOAN APPROVAL, LOAN DISBURSEMENT, LOAN COLLECTION, AND ACCOUNTING SERVICES FOR LOANS MADE BY THE FOUNDATION. IN ORDER TO ASSURE THE RESPONSIVENESS OF THE FOUNDATION TO THE NEEDS OF THE UNIVERSITY, ONE MEMBER OF THE BOARD IS A MEMBER OF THE BOARD OF REGENTS OF THE UNIVERSITY OF OKLAHOMA AND ANOTHER MEMBER OF THE BOARD IS APPOINTED BY THE UNIVERSITY PRESIDENT. IN ADDITION, THE DIRECTOR OF FINANCIAL AID IS DESIGNATED BY THE UNIVERSITY PRESIDENT TO SERVE AS THE SECRETARY-TREASURER.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ACTIVITIES OF THE FOUNDATION FURTHER THE EXEMPT PURPOSES OF THE UNIVERSITY BY PROVIDING LOANS TO STUDENTS TO FURTHER THEIR EDUCATION AT THE UNIVERSITY. ALL ACTIVITIES OF THE FOUNDATION ARE RELATED TO THE ADMINSTRATION OF THE LOANS PROVIDED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3IF NOT FOR THE FOUNDATION MAKING LOANS TO STUDENTS TO PURSUE THEIR EDUCATION AT THE UNIVERSITY, THE UNIVERSITY WOULD NEED TO PROVIDE ADDITIONAL FINANCIAL AID TO ITS STUDENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 2: Description Of How Organization Determined Supported Org.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section D, Line 3: Role The Organization's Supported Orgs. Played
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Part IV, Section E, Line 2b: Reasons For The Organization's Position
IRS990ScheduleA/OtherSupportSumAmt0995814
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0736017987
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt0995814
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF OKLAHOMA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0386247
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02023200
IRS990ScheduleD/RevenueNotReportedAmt02023200
IRS990ScheduleD/RevenueSubtotalAmt0990138
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSISITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueProgramRltdAmt08082665
IRS990ScheduleD/TotalExpensesPerForm990Amt0386247
IRS990ScheduleD/TotalRevenuePerForm990Amt0990138
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03013338
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0386247
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt069771
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1184152
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt021661
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt114192
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0221
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt11275
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0COURTNEY HENDERSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MATT HAMILTON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Secretary
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Chairman
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt091653
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1199619
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNIVERSITY OF OKLAHOMA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0731377584
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0GOVERNMENTAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0660 PARRINGTON OVAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NORMAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd073019
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt030582403
IRS990/TotalAssetsEOYAmt033209713
IRS990/TotalAssetsGrp/BOYAmt030582403
IRS990/TotalAssetsGrp/EOYAmt033209713
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0111120
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0275127
IRS990/TotalFunctionalExpensesGrp/TotalAmt0386247
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0219
IRS990/TotalLiabilitiesGrp/BOYAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.