Civic Intelligence

Lew Wentz Foundation

990 • Fiscal year 2021 • EIN 73-6091750

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 19, 2022

Organization ProfileN/A
1000 Asp Avenue No 208Norman, OK 73019

(405) 325-1434

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

4th percentile

-54%

Higher net margin than 4% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

55th percentile

$265,916

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 41.3% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

57th percentile

13%

Faster asset growth than 57% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-56%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$30,923,902

Up $3,481,006 (+13%) from 2020

Net Assets

Up

$30,921,056

Up $3,478,613 (+13%) from 2020

Liabilities

Up

$2,846

Up $2,393 (+528%) from 2020

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin4th percentile

Revenue

Down

$643,664

Down $832,903 (-56%) from 2020

Expenses

Up

$993,534

Up $501,224 (+102%) from 2020

Net Income

Down

-$349,870

Down $1,334,127 (-136%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$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

2021

Assets$30,923,902
Liabilities$2,846
Net Assets$30,921,056
Open 2021 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$643,664
Expenses$993,534
Net Income-$349,870
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 19, 2022
Return Version
2020v4.2
Gross Receipts
$643,664
Mission and Program Overview

Mission

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

The Foundation provides institutional loans to qualified students in order to pursue education at the University of Oklahoma.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,162,060$19,973,018▲ $4,810,958
Investments Program Related$11,519,747$10,508,379▼ $1,011,368
Other Notes and Loans Receivable, Net$761,089$418,968▼ $342,121
Total Assets$27,442,896$30,923,902▲ $3,481,006
Other Assets Total$0$23,537▲ $23,537
Liabilities
Accounts Payable and Accrued Expenses$453$2,846▲ $2,393
Total Liabilities$453$2,846▲ $2,393
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$27,442,443$30,921,056▲ $3,478,613
Total Net Assets Fund Balance$27,442,443$30,921,056▲ $3,478,613
Total Liabilities and Net Assets / Fund Balance$27,442,896$30,923,902▲ $3,481,006

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$221,373--
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Matt HamiltonChairman, University Trustee
Carol BurrAlumni Trustee
William LissauBank Trustee
Phil AlbertRegent Trustee
Jeff NorthcutSettlor Trustee
Bradley BurnettSecretary-Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
University of OklahomaAdministrative Services660 Parrington Oval, Norman, OK 73019$157,944
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$373,167
Investment Income
$270,497
Other Revenue
$0
Change in Net Assets
$-349,870

Audited Revenue Reconciliation

Revenue per Audited Statements
$579,177
Revenue Not Reported on Financial Statements
$64,487
Revenue Not Reported on Form 990
$3,828,483
Total Revenue per Audited Statements
$4,407,660
Total Revenue per Form 990
$643,664
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$993,534
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$273,059--$273,059
Fees for Service Investment Mgmnt Fees-$64,487-$64,487
Other Expenses$628,604$8,311-$8,311
Fees for Services Accounting-$7,500-$7,500
All Other Expenses-$2,930-$2,930
Total Functional Expenses$901,663$91,871$0$993,534

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$993,534
Expenses per Audited Statements$929,047
Total Expenses per Audited Statements$929,047
Expenses Not Reported on Financial Statements$64,487
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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, Section A, line 7A

“All Board of Trustees positions are designated in the Trust document as follows: The University Trustee: The President of the University of Oklahoma or a designee recommended by the President and approved by the Foundation's Board of Trustees. The Bank Trustee: The President of the Bank of America in Oklahoma City, OK or a designee recommended by the President and approved by the Foundation's Board of Trustees. The Alumni Trustee: A member of the Alumni Association of the University of Oklahoma to be selected by the Executive Board of the Alumni Association The Settlor's Trustee: An individual appointed by the Settlor (if living), otherwise the other trustees on the Foundation board will appoint the replacement. The Regent's Trustee: A member of the Board of Regents of the University of Oklahoma and selected by the Board of Regents of the University of Oklahoma.”

Form 990, Part VI, Section A, line 8B

“The organization does not have committees that can act on behalf of the board.”

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 B, line 15

“The Organization does not have any employees or pay any compensation.”

Form 990, Part VI, Section C, line 19

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

Form 990, Part VII, Section A:

“Compensation listed in Part VII to Matt Hamilton and Bradley Burnett is for services provided to the related organization, not for services provided to Lew Wentz Foundation. The related organization uses procedures to ensure reasonableness of compensation.”

Filing and Contact Details

Filer

Filer Name
Lew Wentz Foundation
EIN
73-6091750
Phone
4053251434
Address
1000 Asp Avenue No 208, Norman, OK 73019

Signing Officer

Name
Matt Hamilton
Title
University Trustee
Phone
4053251434
Signed
2022-04-19
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
Eide Bailly LLP
Address
800 Nicollet Mall Ste 1300, Minneapolis, MN 55402-7033
Preparer
Kim Hunwardsen CPA
Phone
6122536500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Prog Service Charges from the University of OK: Program service expenses 273,059. Management and general expenses 0. Fundraising expenses 0. Total expenses 273,059.”

Financial Statement Notes

Part X, Line 2:

“The Foundation believes that it has appropriate support for any tax positions 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.”

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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Organization is supporting the University of Oklahoma by granting loans to qualified students in order to pursue an education at the University of Oklahoma. By providing loans, the Foundation is furthering the purposes of the University. During the year, $1,461,486 of new loans were awarded.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The 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/ExplanationTxt2The University of Oklahoma operates the Foundation through an administrative 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 the University President. In addition, the Director of Financial Aid is designated by the University President to serve as the Secretary-Treasurer.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3The 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 administration of the loans provided.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4If 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 I, Line 12g(vi):
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section A, Line 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section D, Line 3:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Part IV, Section E, Line 2a:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4Part IV, Section E, Line 2b:
IRS990ScheduleA/OtherSupportSumAmt01461486
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0736017987
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt01461486
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0University of Oklahoma
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt064487
IRS990ScheduleD/ExpensesSubtotalAmt0929047
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt064487
IRS990ScheduleD/InvestmentExpensesNotIncldAmt064487
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt010287006
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1221373
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Student Loans
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1Net accrued interest receivable on student loans
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03828483
IRS990ScheduleD/RevenueNotReportedAmt03828483
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt064487
IRS990ScheduleD/RevenueSubtotalAmt0579177
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation believes that it has appropriate support for any tax positions 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, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt010508379
IRS990ScheduleD/TotalExpensesPerForm990Amt0993534
IRS990ScheduleD/TotalRevenuePerForm990Amt0643664
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04407660
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0929047
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0200078
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1172934
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt048133
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt129733
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt016486
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt121057
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt01218
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt11513
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Matt Hamilton
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Bradley Burnett
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Chairman, University Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Secretary-Treasurer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0265915
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1225237
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0The Organization does not pay compensation. Compensation paid to Matt Hamilton and Bradley Burnett is paid by the related organization for services rendered to the related organization. The related organization uses procedures to ensure reasonableness of compensation.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II:
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0All Board of Trustees positions are designated in the Trust document as follows: The University Trustee: The President of the University of Oklahoma or a designee recommended by the President and approved by the Foundation's Board of Trustees. The Bank Trustee: The President of the Bank of America in Oklahoma City, OK or a designee recommended by the President and approved by the Foundation's Board of Trustees. The Alumni Trustee: A member of the Alumni Association of the University of Oklahoma to be selected by the Executive Board of the Alumni Association The Settlor's Trustee: An individual appointed by the Settlor (if living), otherwise the other trustees on the Foundation board will appoint the replacement. The Regent's Trustee: A member of the Board of Regents of the University of Oklahoma and selected by the Board of Regents of the University of Oklahoma.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization does not have committees that can act on behalf of the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A draft of the Form 990 is provided to the board of trustees for review prior to filing with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization does not have any employees or pay any compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The governing documents and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Compensation listed in Part VII to Matt Hamilton and Bradley Burnett is for services provided to the related organization, not for services provided to Lew Wentz Foundation. The related organization uses procedures to ensure reasonableness of compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Prog Service Charges from the University of OK: Program service expenses 273,059. Management and general expenses 0. Fundraising expenses 0. Total expenses 273,059.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VII, Section A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, line 11g
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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/CityNm0Norman
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd073019
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt027442896
IRS990/TotalAssetsEOYAmt030923902
IRS990/TotalAssetsGrp/BOYAmt027442896
IRS990/TotalAssetsGrp/EOYAmt030923902
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,923,902
Liabilities
$2,846
Net assets
$30,921,056
Revenue
$643,664
Expenses
$993,534
Net income
-$349,870
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