2024-08-15T09:25:54-05:00 2024-06-30 271494012 Hinkle & Company PC 5028 E 101st Street Tulsa OK 74137 990 2023-07-01 730947945 Northwestern Oklahoma State University Foundation Inc and Alumni Association NORT 5803278593 709 Oklahoma Blvd Alva OK 73717 Allen E Bird CEO 5803278593 2024-08-15 1 0 James D Hinkle P00532558 9184923388 2023 2024-08-08 14:25:15Z Allen E Bird 709 Oklahoma Blvd Alva OK 73717 14988324 0 X my.nwfoundation.com X 1959 OK To raise and manage private funds to support Northwestern Oklahoma State University 22 22 10 24 0 0 2185473 3342030 13084 11883 496735 2338522 26046 95924 2721338 5788359 2564356 3007607 0 0 566230 575937 0 0 321645 572899 666854 3703485 4250398 -982147 1537961 38264143 41318225 62186 93111 38201957 41225114 To provide support to NWOSU and scholarships to NWOSU students 0 0 2105003 1943853 11883 Support to Northwestern Oklahoma State University 1063754 1063754 Scholarships for Northwestern Oklahoma State University students 3168757 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 10 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 OK X X X Antonio Loustaunau 5803278558 709 Oklahoma Blvd Alva OK 73717 LD Rapp Exec Committee Chair 1.00 X X 0 0 0 Dempsey Roten Governance Committee Chair 1.00 X X 0 0 0 Jim Dunning Investment Committee Chair 1.00 X X 0 0 0 Linda Tutwiler Stewardship Committee Chai 1.00 X X 0 0 0 Randy Smith Executive Commitee Vice Chair 1.00 X X 0 0 0 Steve Stands Trustee 1.00 X 0 0 0 Kyle Reynolds Trustee 1.00 X 0 0 0 Cassandra Berry Trustee 1.00 X 0 0 0 Larry DeWitt Trustee 1.00 X 0 0 0 Dr Gary Lott Trustee 1.00 X 0 0 0 Mike Fouts Trustee 1.00 X 0 0 0 Loren Rieger Trustee 1.00 X 0 0 0 Cherrie Greco Trustee 1.00 X 0 0 0 Patty DeWitt Trustee 1.00 X 0 0 0 ReJeana Wiebener Trustee 1.00 X 0 0 0 Josh Bellamy Trustee 1.00 X 0 0 0 Shawnna Berryman Trustee 1.00 X 0 0 0 Austin Keeney Trustee 1.00 X 0 0 0 Rita Porter Trustee 1.00 X 0 0 0 Ali Kirtley Trustee 1.00 X 0 0 0 Thad Dilbeck Trustee 1.00 X 0 0 0 Regina Kraus Trustee 1.00 X 0 0 0 Allen Skeeter Bird CEO 40.00 X 129788 0 9600 129788 0 9600 1 0 0 0 0 1289 3340741 29118 3342030 Alumni Projects 458000 11883 11883 11883 1139464 1139464 18878 18878 78102 1056 77046 77046 77046 10397967 9198909 1199058 1199058 1199058 5788359 11883 0 2434446 1943853 1943853 1063754 1063754 140888 56355 84533 303758 60966 153821 88971 99356 15194 45505 38657 31935 4471 15009 12455 32200 32200 270262 270262 34770 34770 105841 21168 84673 6823 1706 5117 19945 19945 6746 6746 Change in CSV of Policy 95270 95270 Alumni Projects 41151 41151 53846 39368 7239 7239 4250398 3168757 759996 321645 363631 38542 25535 75211 2802884 256961 2602232 2545923 26238932 29243069 8540405 9017341 493408 398139 38264143 41318225 62186 93111 62186 93111 X 275346 854815 37926611 40370299 38201957 41225114 38264143 41318225 1537961 1485196 0 X 0 1 X 1 0 X 2595192 5734409 4072389 2185473 3342030 17929493 2595192 5734409 4072389 2185473 3342030 17929493 5753626 12175867 904771 955545 1192345 1059516 1236444 5348621 23278114 43892 0.52310 0.52220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38247018 756029 2137762 949970 40190839 36957562 828470 1555859 1094873 38247018 36129190 2848443 -1036515 983556 36957562 29689666 5734409 3294721 2589606 36129190 30303785 2655342 -147858 3121603 29689666 0.96000 0.04000 0 0 2438010 2438010 318255 213379 104876 46619 43582 3037 2545923 Alternative Investments 7741079 F Cash and Cash Equivalents 800999 F Certificates of Deposit 390000 C Corporate and Other Bonds 85263 F 9017341 X 7003295 1485198 -270262 1214936 5788359 0 5788359 3980136 0 3980136 270262 270262 4250398 Part X, Line 2: 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 June 30, 2014. Part XI, Line 2d - Other Adjustments: Investment Fees -270,262. 1 Northwestern Oklahoma State University 709 Oklahoma Blvd Alva OK 43717 730947945 GOVT 1943853 0 Provide support to University 1 0 Scholarships for NWOSU students 524 1063754 X Printing 7 17793 Cost X Meals 11 8727 Cost X Postage 4 2598 Cost 0 0 0 Form 990, Part VI, Section B, line 11b Board reviews the audit report before the Form 990 is filed. Form 990, Part VI, Section B, line 12c Employees are required to report immediately any situation or position that places them in a conflict of interest. When a possible conflict of interest arises, Management and the Board enforce compliance with the conflict of interest policy. Form 990, Part VI, Section B, line 15 Pay raises in the form of cost of living adjustments are approved by the board during annual budget presentations. Pay raises for employees other than cost of living adjustments are approved by the executive committee. The last time the CEO received a pay raise other than a cost of living adjustment, comparability data was reviewed before the raise was approved by the board. Form 990, Part VI, Section C, line 19 The Foundation's Policies and Procedures manual is republished as administrative changes require, which is about every five years. The publication is given out to all members at the annual meeting when a new publication is rendered and given to all new board members at their time of appointment. This publication contains all of the Foundation's policies for operation. The Foundation maintains at least the three most recent annual reports on the Foundation website for public review. Additionally, the Foundation maintains at least the most recent Form 990 on the organization's website, as well as non-profit industry websites, such as GuideStar. Northwestern Oklahoma State University 709 Oklahoma 14 Alva OK 73717 730947945 Higher Education OK GOVT N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0