Civic Intelligence

Oklahoma State University Foundation

990T • Fiscal year 2022 • EIN 73-6097060

Jul 01, 2021 to Jun 30, 2022 • Filed on May 10, 2023

Organization ProfileWWW.OSUGIVING.COM

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PO Box 1749Stillwater, OK 74076

(405) 385-5100

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0B$1.5B$1.0B$500M$0Assets 2010: $505,200,066Liabilities 2010: $48,043,464Net Assets 2010: $457,156,6022010Assets 2011: $673,665,060Liabilities 2011: $40,479,509Net Assets 2011: $633,185,5512011Assets 2012: $675,382,576Liabilities 2012: $43,333,962Net Assets 2012: $632,048,6142012Assets 2013: $767,283,919Liabilities 2013: $67,314,810Net Assets 2013: $699,969,1092013Assets 2014: $859,915,917Liabilities 2014: $59,771,926Net Assets 2014: $800,143,9912014Assets 2015: $892,097,587Liabilities 2015: $57,910,480Net Assets 2015: $834,187,1072015Assets 2016: $874,997,038Liabilities 2016: $61,212,640Net Assets 2016: $813,784,3982016Assets 2017: $939,267,878Liabilities 2017: $40,955,093Net Assets 2017: $898,312,7852017Assets 2018: $1,042,393,823Liabilities 2018: $65,330,418Net Assets 2018: $977,063,4052018Assets 2019: $1,053,278,935Liabilities 2019: $106,609,629Net Assets 2019: $946,669,3062019Assets 2020: $1,059,420,583Liabilities 2020: $62,180,383Net Assets 2020: $997,240,2002020Assets 2021: $1,286,594,622Liabilities 2021: $65,901,264Net Assets 2021: $1,220,693,3582021Assets 2022: $1,318,517,110Liabilities 2022: $58,520,712Net Assets 2022: $1,259,996,3982022Assets 2023: $1,510,088,236Liabilities 2023: $66,931,541Net Assets 2023: $1,443,156,6952023Assets 2024: $1,571,696,915Liabilities 2024: $60,226,104Net Assets 2024: $1,511,470,8112024

Latest loaded filing

2024

Assets$1,571,696,915
Liabilities$60,226,104
Net Assets$1,511,470,811
Open 2024 Filing

Operations Trend

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

$300M$200M$100M$0-$100MExpenses 2010: $86,959,6272010Expenses 2011: $56,677,9162011Expenses 2012: $78,318,3882012Expenses 2013: $85,775,6492013Revenue 2014: $150,061,360Expenses 2014: $94,438,458Net Income 2014: $55,622,9022014Revenue 2015: $142,197,994Expenses 2015: $79,270,795Net Income 2015: $62,927,1992015Revenue 2016: $110,161,978Expenses 2016: $90,963,647Net Income 2016: $19,198,3312016Revenue 2017: $186,376,443Expenses 2017: $130,560,133Net Income 2017: $55,816,3102017Revenue 2018: $156,781,005Expenses 2018: $117,745,216Net Income 2018: $39,035,7892018Revenue 2019: $143,437,110Expenses 2019: $172,311,701Net Income 2019: -$28,874,5912019Revenue 2020: $167,543,496Expenses 2020: $129,441,793Net Income 2020: $38,101,7032020Revenue 2021: $191,009,042Expenses 2021: $113,304,580Net Income 2021: $77,704,4622021Revenue 2022: $253,058,633Expenses 2022: $112,170,533Net Income 2022: $140,888,1002022Revenue 2023: $281,473,035Expenses 2023: $138,659,825Net Income 2023: $142,813,2102023Revenue 2024: $242,666,413Expenses 2024: $195,053,329Net Income 2024: $47,613,0842024

Latest loaded filing

2024

Revenue$242,666,413
Expenses$195,053,329
Net Income$47,613,084
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 10, 2023
Return Version
2021v4.3
Mission and Program Overview

Mission

Uniting donor and university passions and priorities to achieve excellence.

Filing and Contact Details

Filer

Filer Name
Oklahoma State University Foundation
EIN
73-6097060
Phone
4053855100
Address
PO BOX 1749, STILLWATER, OK 74076

Signing Officer

Name
Donna Koeppe
Title
VP & Treasurer
Phone
4053855100
Signed
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
500 W 5TH ST STE 800, WINSTONSALEM, NC 27101
Preparer
Shawn Hutchinson
Phone
4052396411
Raw XML Appendix120 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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IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0559757
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt02235381
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IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0559757
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IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
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IRS990T/BooksInCareOfDetail/PersonNm0DONNA KOEPPE
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IRS990T/BooksInCareOfDetail/USAddress/CityNm0STILLWATER
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IRS990T/BooksInCareOfDetail/USAddress/ZIPCd074076
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IRS990T/OverpaymentSection/OverpaymentAmt0139120
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt011885802
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IRS990T/PriorYearOverpaymentCreditAmt0145367
IRS990TScheduleA/CapitalGainNetIncomeAmt03712177
IRS990TScheduleA/NetOperatingLossDeductionAmt0136214
IRS990TScheduleA/OtherDeductionsAmt049000
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IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt019525
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt068525
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-2314711
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt01397466
IRS990TScheduleA/TotUnrltTrdBusIncmAmt01397466
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PARTNERSHIP INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt01328941
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt01192727
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt06247
IRS990T/TaxExemptInterestAmt0100330
IRS990T/TaxLessCreditsAmt06247
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0145367
IRS990T/TotalTaxAmt06247
IRS990T/TotalTaxComputationAmt06247
IRS990T/TotalUBTIAmt029749
IRS990T/TotalUBTIBeforeNOLSpecificAmt01189422
IRS990T/TotalUBTIBeforeSection199AAmt030749
IRS990T/TotalUBTIComputedAmt01192727
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ReturnHeader/Filer/EIN0736097060
ReturnHeader/Filer/PhoneNum04053855100
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074076
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 W 5TH ST STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINSTONSALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027101
ReturnHeader/PreparerPersonGrp/PhoneNum04052396411
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN HUTCHINSON
ReturnHeader/ReturnTs02023-05-15T10:25:32-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DONNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KOEPPE
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1,572$60.2$1,511$243$195$47.6
2023Detailed filing. Detailed filing data is available for this year.$1,510$66.9$1,443$281$139$143
2022Detailed filing. Detailed filing data is available for this year.$1,319$58.5$1,260$253$112$141
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021Detailed filing. Detailed filing data is available for this year.$1,287$65.9$1,221$191$113$77.7
2020Detailed filing. Detailed filing data is available for this year.$1,059$62.2$997$168$129$38.1
2019Detailed filing. Detailed filing data is available for this year.$1,053$107$947$143$172$28.9
2018Detailed filing. Detailed filing data is available for this year.$1,042$65.3$977$157$118$39.0
2017Detailed filing. Detailed filing data is available for this year.$939$41.0$898$186$131$55.8
2016Detailed filing. Detailed filing data is available for this year.$875$61.2$814$110$91.0$19.2
2015Detailed filing. Detailed filing data is available for this year.$892$57.9$834$142$79.3$62.9
2014Detailed filing. Detailed filing data is available for this year.$860$59.8$800$150$94.4$55.6
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$767$67.3$700$85.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$675$43.3$632$78.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$674$40.5$633$56.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$505$48.0$457$87.0