Nonprofit · EIN 73-1585868
PHILLIPS UNIVERSITY LEGACY FOUNDATION
Tax-exempt · ENID, OK 73703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $990,251 | $679,812 | $310,439 | $5,915,068 | $21,028 | $5,894,040 |
| June 30, 2024 | 990 | $686,238 | $657,555 | $28,683 | $5,303,358 | $6,048 | $5,297,310 |
| June 30, 2023 | 990 | $618,493 | $664,820 | -$46,327 | $4,963,370 | $7,325 | $4,956,045 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $473,751
- Program service revenue
- $5,156
- Investment income
- $384,692
- Royalties
- $126,652
- Net gain from sales of assets
- $254,287
- Other revenue
- $126,652
Expenses
- Grants and similar amounts paid
- $196,764
- Compensation of officers, directors and key employees
- $102,084
- Other salaries and wages
- $155,753
- Salaries, compensation and benefits (total)
- $313,289
- Professional fundraising fees
- $0
- Accounting fees
- $7,905
- Occupancy
- $9,000
- Travel
- $25,018
- Program services (functional)
- $478,264
- Management and general (functional)
- $119,208
- Fundraising (functional)
- $82,340
Balance sheet and other
- Total assets, start of year
- $5,303,358
- Total assets, end of year
- $5,915,068
- Total liabilities, end of year
- $21,028
- Net assets, end of year
- $5,894,040
- Publicly traded securities
- $4,904,748
- Net assets without donor restrictions
- $3,442,116
- Net assets with donor restrictions
- $2,451,924
- Gross receipts
- $4,430,384
- Employees
- 4
- Volunteers
- 19
- Year formed
- 2000
- State of legal domicile
- OK
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Angela Kaufman | Executive Director Officer | 40 | $102,935 |
| Richard Books | Vice President Trustee or director, Officer | 4 | $0 |
| Charlette Gallagher-Allred | President Trustee or director, Officer | 4 | $0 |
| Alexis Gammon | Director Trustee or director | 1 | $0 |
| Mark Gillett | Past President Trustee or director | 1 | $0 |
| Bob Hall | Director Trustee or director | 3 | $0 |
| Rick Hendricks | Director Trustee or director | 1 | $0 |
| Sheri Clark Jackson | Director Trustee or director | 1 | $0 |
| Mark Pumphrey | Treasurer Trustee or director, Officer | 4 | $0 |
| Catherine Quinlan | Director Trustee or director | 2 | $0 |
| Cassie Sexton-Riggs | Secretary Trustee or director, Officer | 3 | $0 |
| Carla Stein | Director Trustee or director | 4 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Angela Kaufman | Executive Director Highest-paid employee | 40 | $101,100 |
| Sheri Clark Jackson | Director Trustee or director | 1 | $0 |
| Rick Hendricks | Director Trustee or director | 1 | $0 |
| Catherine Quinlan | Director Trustee or director | 1 | $0 |
| Nancy Nicholson Phillips | Director Trustee or director | 1 | $0 |
| David Gray | Director Trustee or director | 1 | $0 |
| Alexis Gammon | Director Trustee or director | 1 | $0 |
| Richard Books | Director Trustee or director | 2 | $0 |
| Kirby Hughes Gould | Director Trustee or director | 1 | $0 |
| Cassie Sexton-Riggs | Secretary Trustee or director, Officer | 2 | $0 |
| Charlette Gallagher-Allred | Vice-President Trustee or director, Officer | 3 | $0 |
| Mark Gillett | President Trustee or director, Officer | 5 | $0 |
| Mark Pumphrey | Treasurer Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rick Hendricks | Director Trustee or director | 1 | $0 |
| Ryan DeArman | Director Trustee or director | 3 | $0 |
| Alexis Gammon | Director Trustee or director | 1 | $0 |
| David Gray | Director Trustee or director | 1 | $0 |
| Kirby Gould | Director Trustee or director | 2 | $0 |
| Nancy Phillips | Director Trustee or director | 5 | $0 |
| Cassie Sexton-Riggs | Director Trustee or director | 2 | $0 |
| Mark Pumphrey | Director Trustee or director | 3 | $0 |
| JoAnn McGuire | Director Trustee or director | 3 | $0 |
| Richard Books | Director Trustee or director | 5 | $0 |
| Robert Hall | Treasurer Trustee or director, Officer | 4 | $0 |
| Mark Gillett | President Trustee or director, Officer | 3 | $0 |
| Charlette Gallagher-Allred | Vice President Trustee or director, Officer | 1 | $0 |
| Janetta Cravens | Secretary Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1111 W BROADWAY AVE, ENID, OK 73703-5841
- In care of
- % ANGELA KAUFMAN
- Principal officer (990 for 2024)
- Charlette Gallagher-Allre, 1111 W Broadway Ave, Enid, OK 73703
- Signed the 990
- Charlette Gallagher-Allred, President
- Phone
- (580) 237-4433
- Website
- www.pulf.org
- Return prepared by
- Hingston Miller Hingston PLLC
Mission
The mission is to develop leaders who will transform the world by providing leadership development and scholarships that honor the legacy of Phillips University while making education more accessible, affordable, and transformative.
Program accomplishments
- The Foundation awarded 28 undergraduate and graduate scholarships and awards during FY 2025 and also provided leadership development programs that focused on preparing students to make a positive impact on their campus and community. These programs included the annual leadership conference, volunteer leadership projects, leadership workshops, cohort groups and mentoring support. In addition, the Legacy Foundation provided support and resources to Phillips University alumni, including through alumni gatherings and the PU Oral History Project. $5011.70 of program revenue was pass-through income in support of alumni events. The Foundation had 19 volunteers who donated a total of 1,882 hours of volunteer service.Expenses $478,264 · grants $196,764 · revenue $5,156
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 73-1585868
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2000
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B111)
- Assets (IRS master file)
- $5,915,068
- Income (IRS master file)
- $4,430,384
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $990,251 | $679,812 | $5,915,068 | IRS |
| 990 | June 2024 | $686,238 | $657,555 | $5,303,358 | XML |
| 990 | June 2023 | $618,493 | $664,820 | $4,963,370 | XML |
| 990 | June 2022 | $672,302 | $605,946 | $4,882,061 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 73-1585868).
Questions about PHILLIPS UNIVERSITY LEGACY FOUNDATION
- What is the EIN of PHILLIPS UNIVERSITY LEGACY FOUNDATION?
- The employer identification number (EIN) of PHILLIPS UNIVERSITY LEGACY FOUNDATION is 73-1585868.
- Is PHILLIPS UNIVERSITY LEGACY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to PHILLIPS UNIVERSITY LEGACY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHILLIPS UNIVERSITY LEGACY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PHILLIPS UNIVERSITY LEGACY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHILLIPS UNIVERSITY LEGACY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PHILLIPS UNIVERSITY LEGACY FOUNDATION?
- The 990 for the year ended June 30, 2025 names Charlette Gallagher-Allre.
- Who are the officers and directors of PHILLIPS UNIVERSITY LEGACY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 12 people; 1 received compensation from the organization, the highest $102,935 (Angela Kaufman, Executive Director).
- How much revenue does PHILLIPS UNIVERSITY LEGACY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $990,251, expenses of $679,812 and total assets of $5,915,068 at year end.
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