2024-02-16T12:52:08-06:00 2023-06-30 731413977 HOGANTAYLOR LLP 1225 N BROADWAY AVENUE SUITE 200 OKLAHOMA CITY OK 73103 990 2022-07-01 731020684 OKLAHOMA STATE UNIVERSITY ALUMNI ASSOCIATION OKLA 4057445368 201 CONOCOPHILLIPS STILLWATER OK 74078 DAVID PARRACK CHIEF FINANCE OFFICER 4057445368 2024-02-14 1 DAVID PARRACK 999009999 0 ASHLEY M FOGLE P01258800 4058482020 2024-02-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANN CAINE 201 CONOCOPHILLIPS STILLWATER OK 74078 11908465 0 X WWW.ORANGECONNECTION.ORG X 1956 OK THE MISSION OF THE OKLAHOMA STATE ALUMNI ASSOCIATION IS TO DEEPEN THE LOVE AND PRIDE FOR OKLAHOMA STATE UNIVERSITY BY SERVING ITS MEMBERS, ALUMNI, STUDENTS, FACULTY AND STAFF BY INTENTIONAL AND INNOVATIVE PROGRAMMING THAT ENGAGES MEMBERS OF THE OSU FAMILY, PROVIDING A WIDE VARIETY OF MEANINGFUL AND INCLUSIVE EVENTS, AND STRATEGIC AND CREATIVE COMMUNICATIONS. 16 16 60 250 0 0 2665868 3656646 779314 657941 1261615 -1199214 860254 750906 5567051 3866279 0 0 0 0 2053451 2163221 0 0 758774 2964060 3125687 5017511 5288908 549540 -1422629 24975435 26677198 325410 535082 24650025 26142116 X THE MISSION OF THE OKLAHOMA STATE ALUMNI ASSOCIATION IS TO DEEPEN THE LOVE AND PRIDE FOR OKLAHOMA STATE UNIVERSITY BY SERVING ITS MEMBERS, ALUMNI, STUDENTS, FACULTY AND STAFF BY INTENTIONAL AND INNOVATIVE PROGRAMMING THAT ENGAGES MEMBERS OF THE OSU FAMILY, PROVIDING A WIDE VARIETY OF MEANINGFUL AND INCLUSIVE EVENTS, AND STRATEGIC AND CREATIVE COMMUNICATIONS. 0 0 522955 203257 CHAPTERS - THE CHAPTER PROGRAM IS THE MOST VISIBLE SIGN OF THE MISSION OF THE ASSOCIATION AS THE CHAPTERS REACH OUT TO ALUMNI AND FRIENDS BY GEOGRAPHIC AREA OR AFFINITY TO HELP THEM TO CONNECT TO OSU. CHAPTERS ALSO RAISE FUNDS FOR SCHOLARSHIPS TO HELP STUDENTS ATTEND OSU. 177435 28829 STUDENT PROGRAMMING/HOMECOMING - STUDENT LEADERSHIP OPPORTUNITIES AND STUDENT LED PROGRAMMING TO ENGAGE AND INVOLVE STUDENTS IN THE CULTURE AND TRADITIONS OF OSU. HOMECOMING IS OSU'S RICHEST TRADITION, LINKING ALUMNI TO CURRENT STUDENTS AND THE UNIVERSITY. IT IS PRESENTED BY THE OSU ALUMNI ASSOCIATION AND PLANNED BY THE STUDENT HOMECOMING STEERING COMMITTEE. IT SERVES AS PRIMARY VENUE FOR KEEPING OSU ALUMNI CONNECTED TO THE UNIVERSITY. ALUMNI RETURN BY THE THOUSANDS TO CELEBRATE HOMECOMING AND REMEMBER THEIR COLLEGE EXPERIENCES. 156095 163940 LEGACY PROGRAMMING - PROGRAMMING TO CONNECT CHILDREN AND GRANDCHILDREN OF OSU ALUMNI TO OSU. THIS INCLUDES GRAND PARENT UNIVERSITY (GPU) THAT PROVIDES A COLLEGE EXPERIENCE TO GRANDCHILDREN WITH THEIR GRANDPARENTS AT OSU. 1722652 296705 OTHER PROGRAM SERVICES. 1722652 296705 2579137 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 18 0 1 60 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 0 0 1 1 0 OK X DR ANN CAINE 4057442842 201 CONOCOPHILLIPS STILLWATER OK 74078 TINA PARKHILL CHAIR 1.00 X 0 0 0 KURT CARTER VICE CHAIR 1.00 X 0 0 0 TONY LOPRESTO PAST CHAIR 1.00 X 0 0 0 TRECA BAETZ DIRECTOR 1.00 X 0 0 0 TOM BLALOCK DIRECTOR 1.00 X 0 0 0 BEN DAVIS DIRECTOR 1.00 X 0 0 0 DEEDRA DETERMAN DIRECTOR 1.00 X 0 0 0 SCOTT EISENHAUER DIRECTOR 1.00 X 0 0 0 BECKY ENDICOTT DIRECTOR 1.00 X 0 0 0 TODD HUDGINS DIRECTOR 1.00 X 0 0 0 AARON OWEN DIRECTOR 1.00 X 0 0 0 JOY RAY DIRECTOR 1.00 X 0 0 0 DARIN SCHMIDT DIRECTOR 1.00 X 0 0 0 TAYLOR SHINN DIRECTOR 1.00 X 0 0 0 BALOO SUBRAMANIAM DIRECTOR 1.00 X 0 0 0 CECILIA ROBINSON WOODS DIRECTOR 1.00 X 0 0 0 ANN CAINE PRESIDENT 50.00 X 64716 0 7207 DAVID PARRACK VICE PRESIDENT - CFO 50.00 X 120866 0 27361 GINA LOWE FORMER VP - MARKETING AND ENGAGEMENT 50.00 X 75832 0 14163 JACOB REDWAY FORMER VP - MARKETING AND ENGAGEMENT 50.00 X 9144 0 1029 JAKE WILKENS VICE PRESIDENT - MARKETING AND ENGAGEMENT 50.00 X 0 0 0 270558 0 49760 1 0 0 0 0 1169125 1377223 811811 298487 95920 3656646 CHAPTERS 900099 203257 203257 LEGACY 900099 163940 163940 STUDENT 900099 28829 28829 261915 261915 657941 670379 670379 445936 445936 270180 0 270180 270180 270180 6157782 14811 8042186 0 -1884404 14811 -1869593 -1869593 INSURANCE PROCEEDS 900099 34790 34790 34790 3866279 692731 0 -483098 410969 112902 224770 73297 1382502 396925 738111 247466 88088 22836 47688 17564 156273 44350 85374 26549 125389 36295 67620 21474 96133 96133 41920 41920 22289 22289 84300 65916 11806 6578 157668 92638 3974 61056 425194 237576 56980 130638 161522 55777 68124 37621 404968 268805 119430 16733 96270 68757 27220 293 810046 626616 109177 74253 5004 5004 506458 422105 66543 17810 45373 45373 CATERING 107408 104300 3014 94 DEVELOPMENT COSTS 60000 60000 BANK FEES 52145 28297 23848 DUES AND SUBSCRIPTIONS 17441 5823 8118 3500 31548 17516 14032 5288908 2579137 1950997 758774 777911 582450 201254 803412 164073 64419 141982 189718 17718021 8771860 8342851 8946161 15335064 15911294 12300 179744 24975435 26677198 210384 271194 450 44343 114576 219545 325410 535082 X 24650025 26067116 75000 24650025 26142116 24975435 26677198 -1422629 2914720 0 X X 0 1 X 1 0 X 2358044 1738718 2270510 2665868 3656646 12689786 2358044 1738718 2270510 2665868 3656646 12689786 12689786 556175 590114 1125424 1875453 1386495 5533661 2863 287608 120542 34790 445803 18669250 2928351 0.67970 0.69040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 0 PART II-B, LINE 1: WE LOBBY INDIRECTLY BY CONTACTING OUR MEMBERS AND ASKING THEM TO CALL THEIR REPRESENTATIVE TO VOTE FOR LEGISLATION THAT BENEFITS OSU OR TO VOTE AGAINST LEGISLATION THAT DETRACTS FROM OSU. 14548768 6743744 7805024 2149756 2016473 133283 1019497 11643 1007854 8946161 EQUITY MUTUAL FUNDS 15911294 F 15911294 ALUMNI CENTER DEPOSITS 12252 RELATED PARTY PAYABLES 89849 LONG TERM LEASE LIABILITY 117444 219545 6753706 2914720 2914720 3838986 22289 5004 27293 3866279 5261615 0 5261615 22289 5004 27293 5288908 PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE 5,004. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE 5,004. X X X X X 1 OKLAHOMA STATE UNIVERSITY FOUNDATION 400 S MONROE STREET STILLWATER OK 74074 ASSISTING IN FUNDRAISING EFFORTS 0 0 0 0 OK SCHEDULE G, PART I, LINE 2B, COLUMN (V) PAYMENTS TO FUNDRAISER WERE FOR SERVICES PROVIDED BY THE OKLAHOMA STATE UNIVERSITY FOUNDATION TO THE OKLAHOMA STATE UNIVERSITY ALUMNI ASSOCIATION IN REGARD TO THE FUNDRAISING EFFORTS. X AUCTION ITEMS 287 95920 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B NO REVIEW IS CONDUCTED. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS, BOARD COMMITTEES AND KEY EMPLOYEES MUST REVIEW AND ACKNOWLEDGE THE POLICY IN WRITING ANNUALLY. AT EACH MEETING, EACH MEMBER IS REQUESTED TO DISCLOSE ANY REAL OR PERCEIVED CONFLICT OF INTEREST BASED ON THE AGENDA OF THE MEETING. MEMBER(S) NOTING ANY POTENTIAL CONFLICT MUST LEAVE THE MEETING AND NOT PARTICIPATE IN DISCUSSION OR VOTE ON SUCH MATTER(S). FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE AND HR COMMITTEE OF THE BOARD OF DIRECTORS SETS THE COMPENSATION FOR THE PRESIDENT. THE COMPENSATION FOR THE PRESIDENT AND KEY EMPLOYEES IS REVIEWED BY THE HR COMMITTEE, WHICH OBTAINS AND REVIEWS INDEPENDENT THIRD PARTY COMPARATIVE COMPENSATION REPORTS. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE FINANCE AND AUDIT COMMITTEE IS RESPONSIBLE FOR REVIEWING FINANCIAL STATEMENTS QUARTERLY AND FOR SELECTION OF THE INDEPENDENT ACCOUNTANT.