Nonprofit · EIN 73-6097060
OKLAHOMA STATE UNIVERSITY FOUNDATION
Tax-exempt · STILLWATER, OK 74074
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $272,852,964 | $195,102,626 | $77,750,338 | $1,666,168,064 | $55,216,364 | $1,610,951,700 |
| June 30, 2024 | 990 | $242,666,413 | $195,053,329 | $47,613,084 | $1,571,696,915 | $60,226,104 | $1,511,470,811 |
| June 30, 2023 | 990 | $281,473,035 | $138,659,825 | $142,813,210 | $1,510,088,236 | $66,931,541 | $1,443,156,695 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $152,358,421
- Program service revenue
- $5,605,635
- Investment income
- $109,697,757
- Royalties
- $5,879,520
- Net gain from sales of assets
- $98,433,641
- Net income from fundraising events
- -$575,885
- Net income from sales of inventory
- $9,101
- Other revenue
- $5,191,151
Expenses
- Grants and similar amounts paid
- $29,967,233
- Compensation of officers, directors and key employees
- $1,754,433
- Other salaries and wages
- $16,366,965
- Salaries, compensation and benefits (total)
- $23,223,143
- Professional fundraising fees
- $627,260
- Legal fees
- $48,963
- Accounting fees
- $440,701
- Occupancy
- $824,484
- Travel
- $1,295,820
- Depreciation
- $577,035
- Program services (functional)
- $156,412,911
- Management and general (functional)
- $16,313,757
- Fundraising (functional)
- $22,375,958
Balance sheet and other
- Total assets, start of year
- $1,571,696,915
- Total assets, end of year
- $1,666,168,064
- Total liabilities, end of year
- $55,216,364
- Net assets, end of year
- $1,610,951,700
- Land, buildings and equipment
- $17,629,300
- Publicly traded securities
- $176,081,377
- Net assets without donor restrictions
- $448,848,025
- Net assets with donor restrictions
- $1,162,103,675
- Gross unrelated business income
- -$394,767
- Gross receipts
- $486,954,361
- Employees
- 233
- Volunteers
- 100
- Year formed
- 1961
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RYAN HARMS | CHIEF INVESTMENT OFFICER Former | – | $0 | $877,531 | $74,691 |
| ASHLEY ROCHE | COO & GENERAL COUNSEL Former | – | $0 | $875,613 | $75,313 |
| BLAIRE ATKINSON | PRESIDENT Trustee or director, Officer | 50 | $494,270 | $0 | $68,980 |
| ROBYN BAKER | VP GENERAL COUNSEL Officer | 50 | $290,088 | $0 | $70,417 |
| SCOTT ROBERTS | VP OF DEVELOPMENT Former | 50 | $322,726 | $0 | $36,738 |
| DONNA KOEPPE | VP ADMIN AND TREASURER Former | 50 | $298,538 | $0 | $30,858 |
| MELANIE DAVIS | AVP INFORMATION STRATEGY Highest-paid employee | 50 | $267,007 | $0 | $31,810 |
| TYLER ROPP | VP OF DEVELOPMENT Officer | 50 | $229,014 | $0 | $54,956 |
| HEIDI WILLIAMS | AVP OF CONSTITUENT DEV Highest-paid employee | 50 | $231,671 | $0 | $41,995 |
| DAWN BARNARD | VP & TREASURER Officer | 50 | $245,631 | $0 | $24,685 |
| PAMELA GUTHRIE | AVP OF HUMAN RESOURCES Highest-paid employee | 50 | $208,234 | $0 | $55,185 |
| BONNIE HUBBARD | DIRECTOR OF ORGANIZATIONAL DEVELOPMENT Highest-paid employee | 50 | $220,264 | $0 | $41,905 |
| BEVERLY WALKER-GRIFFEA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BILL PATTERSON | IMMEDIATE PAST CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN CALLAHAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRYAN BEGLEY | CHAIR Trustee or director | 1 | $0 |
| CARL WIESE | TRUSTEE Trustee or director | 1 | $0 |
| CRAIG BOELTE | TRUSTEE Trustee or director | 1 | $0 |
| DARTON ZINK | TRUSTEE Trustee or director | 1 | $0 |
| GAIL MUNCRIEF | VICE CHAIR Trustee or director | 1 | $0 |
| GREG MASSEY | TRUSTEE Trustee or director | 1 | $0 |
| MELINDA STINNETT | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT KEATING | TRUSTEE Trustee or director | 1 | $0 |
| SHELLY LAMBERTZ | TRUSTEE Trustee or director | 1 | $0 |
| TERRY STEWART | TRUSTEE Trustee or director | 1 | $0 |
| TIFFANY SEWELL-HOWARD | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 32 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RYAN HARMS | CHIEF INVESTMENT OFFICER Former | – | $0 | $557,668 | $72,747 |
| ASHLEY ROCHE | COO & GENERAL COUNSEL Former | – | $0 | $550,699 | $70,235 |
| BLAIRE ATKINSON | PRESIDENT Trustee or director, Officer | 50 | $443,494 | $0 | $68,843 |
| ROBYN BAKER | VP GENERAL COUNSEL Officer | 50 | $287,139 | $0 | $62,538 |
| DONNA KOEPPE | VP ADMIN AND TREASURER Former | 50 | $288,672 | $0 | $60,153 |
| SCOTT ROBERTS | VP OF DEVELOPMENT Officer | 50 | $318,474 | $0 | $30,320 |
| PAMELA GUTHRIE | AVP OF HUMAN RESOURCES Highest-paid employee | 50 | $194,689 | $0 | $51,101 |
| JIMMY ALDRIDGE | AVP OF INFO STRATEGY Highest-paid employee | 50 | $206,064 | $0 | $32,822 |
| LARRY REECE | AD OF DEVELOPMENT Highest-paid employee | 50 | $185,751 | $0 | $52,889 |
| TYLER ROPP | AVP OF CENTRAL DEV Highest-paid employee | 50 | $195,873 | $0 | $41,991 |
| HEIDI WILLIAMS | AVP OF CONSTITUENT DEV Highest-paid employee | 50 | $194,941 | $0 | $41,391 |
| DEE NILES | AVP OF FINANCE Former | 50 | $191,509 | $0 | $33,949 |
| ANN DYER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BEVERLY WALKER-GRIFFEA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BILL PATTERSON | CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN CALLAHAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRYAN BEGLEY | VICE CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| DARTON ZINK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID HOUSTON | IMMEDIATE PAST CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| DIANA LAING | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DR BRETT H JAMESON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GAIL MUNCRIEF | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GREG MASSEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GRIFF E JONES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAY WIESE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JENELLE SCHATZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOE EASTIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT KEATING | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHELLY LAMBERTZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TERRY STEWART | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TIFFANY SEWELL-HOWARD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAWN BARNARD | VP & TREASURER Officer | 50 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 35 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RYAN HARMS | CHIEF INVESTMENT OFFICER Former | 0 | $0 | $452,196 | $66,489 |
| ASHLEY ROCHE | COO & GENERAL COUNSEL Former | 0 | $0 | $428,138 | $62,250 |
| BLAIRE ATKINSON | PRESIDENT Trustee or director, Officer | 50 | $376,136 | $0 | $65,456 |
| SCOTT ROBERTS | VP OF DEVELOPMENT Officer | 50 | $313,899 | $0 | $26,734 |
| ROBYN BAKER | VP GENERAL COUNSEL Officer | 50 | $264,858 | $0 | $64,134 |
| DONNA KOEPPE | VP ADMIN. & TREASURER Officer | 50 | $271,645 | $0 | $56,988 |
| CHRISTOPHER CAMPBELL | SR. AVP OF INFO STRATEGY Highest-paid employee | 50 | $225,901 | $0 | $49,513 |
| JIMMY ALDRIDGE | AVP OF INFO STRATEGY Highest-paid employee | 50 | $227,215 | $0 | $30,088 |
| TYLERR ROPP | AVP OF CENTRAL DEV Highest-paid employee | 50 | $208,009 | $0 | $41,932 |
| HEIDI WILLIAMS | AVP OF CONSTITUENT DEV Highest-paid employee | 50 | $196,211 | $0 | $52,459 |
| SHANE CRAWFORD | SR AVP LEADERSHIP GIFTS Highest-paid employee | 50 | $196,813 | $0 | $51,500 |
| BRYAN BEGLEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN CALLAHAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAN CLOYDE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ANN DYER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOE EASTIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID HOUSTON | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GARY HUNERYAGER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| AJ JACQUES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DR BRETT H JAMESON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GRIFF E JONES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT KEATING | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DIANA LAING | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHELLY LAMBERTZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOE MARTIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GREG MASSEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GAIL MUNCRIEF | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BILL PATTERSON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JENELLE SCHATZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BECKY STEEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TERRY STEWART | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| VAUGHN VENNERBERG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BEVERLY WALKER-GRIFFEA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JERRY WINCHESTER | IMMEDIATE PAST CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| DARTON ZINK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 400 S MONROE ST, STILLWATER, OK 74074-3322
- In care of
- % ANGIE HEDDLESTON
- Principal officer (990 for 2024)
- DAWN BARNARD, PO BOX 1749, STILLWATER, OK 74076
- Signed the 990
- DAWN BARNARD, VP & TREASURER
- Phone
- (405) 385-5100
- Website
- www.osugiving.com
- Return prepared by
- KPMG LLP
Mission
UNITE DONOR PASSIONS WITH UNIVERSITY PRIORITIES TO ELEVATE THE IMPACT OF OKLAHOMA STATE UNIVERSITY.
Program accomplishments
- INTERCOLLEGIATE ATHLETICS INCLUDES THE EXPENDITURE OF FUNDS DONATED FOR THE BENEFIT OF MEN'S AND WOMEN'S ATHLETIC PROGRAMS AT OKLAHOMA STATE UNIVERSITY, INCLUDING ACADEMIC ENRICHMENT FOR STUDENT ATHLETES, BUDGET SUPPORT FOR SPECIFIC TEAM SPORTS AND GENERAL BUDGET SUPPORT FOR THE INTERCOLLEGIATE ATHLETIC DEPARTMENT.Expenses $86,891,482 · grants $31,969
- GENERAL UNIVERSITY SUPPORT INCLUDES THE EXPENDITURE OF FUNDS DONATED FOR STUDENT SCHOLARSHIPS AND THE TRANSFERS OF MOST GIFTS-IN-KIND DONATED TO THE UNIVERSITY. THESE FUNDS ALSO SUPPORT PROGRAMS THAT SUSTAIN OVERALL UNIVERSITY PURPOSES AND OBJECTIVES AND IMPROVE QUALITY OF STUDENT LIFE SUCH AS ACADEMIC AFFAIRS, PERFORMING ARTS INTERNATIONAL AND DIVERSITY STUDIES, RESIDENTIAL LIFE, STUDENT AFFAIRS, AND OTHER INSTRUCTIVE PROGRAMS.Expenses $47,980,672 · grants $29,633,483 · revenue $5,605,635
- FACILITIES AND EQUIPMENT INCLUDES THE EXPENDITURE OF FUNDS DONATED FOR CAPITAL IMPROVEMENT OF THE UNIVERSITY CAMPUS, CONSTRUCTION OF NEW FACILITIES, RENOVATION OF EXISTING FACILITIES, FURNISHINGS AND EQUIPMENT.Expenses $11,765,898
- OTHER PROGRAM EXPENSES INCLUDE EXPENDITURES TO SUPPORT OKLAHOMA STATE UNIVERSITY'S LIBRARY AND ITS PROGRAMS, ENDOWED FACULTY AND LECTURESHIP PROGRAMS, AND RESEARCH CONDUCTED BY THE UNIVERSITY.Expenses $9,774,859 · grants $301,781
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
- 73-6097060
- 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
- 1963
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $1,666,168,064
- Income (IRS master file)
- $486,954,361
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $272,852,964 | $195,102,626 | $1,666,168,064 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $242,666,413 | $195,053,329 | $1,571,696,915 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $281,473,035 | $138,659,825 | $1,510,088,236 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $253,058,633 | $112,170,533 | $1,318,517,110 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 73-6097060).
Questions about OKLAHOMA STATE UNIVERSITY FOUNDATION
- What is the EIN of OKLAHOMA STATE UNIVERSITY FOUNDATION?
- The employer identification number (EIN) of OKLAHOMA STATE UNIVERSITY FOUNDATION is 73-6097060.
- Is OKLAHOMA STATE UNIVERSITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to OKLAHOMA STATE UNIVERSITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OKLAHOMA STATE UNIVERSITY 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 OKLAHOMA STATE UNIVERSITY 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 OKLAHOMA STATE UNIVERSITY 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 OKLAHOMA STATE UNIVERSITY FOUNDATION?
- The 990 for the year ended June 30, 2025 names DAWN BARNARD.
- Who are the officers and directors of OKLAHOMA STATE UNIVERSITY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 26 people; 10 received compensation from the organization.
- How much revenue does OKLAHOMA STATE UNIVERSITY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $272,852,964, expenses of $195,102,626 and total assets of $1,666,168,064 at year end.
Other nonprofits in STILLWATER
- OKLAHOMA STATE UNIVERSITY ALUMNI ASSOCIATION EIN 73-1020684 · last filed 990 for 2025
- FOUNDATION FOR THE MCKNIGHT CENTER FOR THE PERFORMING ARTS EIN 81-2608656 · last filed 990 for 2025
- OKLAHOMA STATE UNIVERSITY RESEARCH FOUNDATION INC EIN 23-7043186 · last filed 990 for 2024
- STILLWATER CHRISTIAN SCHOOL INC EIN 32-0020147 · last filed 990 for 2025
- THETA EDUCATION FUND EIN 92-1253315 · last filed 990-N for 2024
- FOUNDATION FOR ENGINEERING AT OKLAHOMA STATE UNIVERSITY INC EIN 26-1124834 · last filed 990 for 2025
- KAPPA KAPPA PSI FRATERNITY EIN 73-0593444 · last filed 990 for 2024
- COVENANT COMMUNITY SCHOOL INC EIN 04-3710436 · last filed 990 for 2025