UNIVERSITY OF OKLAHOMA FOUNDATION INC (EIN 736091755) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1944

Legal Domicile

Principal Officer

GUY L PATTON

Phone

4053211174

Tax Period

2022-07-01 to 2023-06-30

UNIVERSITY OF OKLAHOMA FOUNDATION INC, founded in 1944, is a major nonprofit in the Education sector that reported $243.4M in total revenue in fiscal year 2022. The organization ran a surplus of $43.5M, a strong 18% operating margin.

Mission

THE UNIVERSITY OF OKLAHOMA FOUNDATION IS AN INDEPENDENT CHARITABLE ORGANIZATION THAT FACILITATES AND MANAGES PHILANTHROPIC GIFTS TO SUPPORT THE UNIVERSITY OF OKLAHOMA. WITH A CULTURE OF INTEGRITY, SKILL AND PERSISTENCE, WE ALIGN THE PASSIONS OF DONORS AND OUR ALUMNI WITH THE INDELIBLE MISSION OF THE UNIVERSITY OF OKLAHOMA.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $187,925,500

Program Service Revenue $0

Investment Income $24,257,567

Other Revenue $31,259,072

TOTAL REVENUE $243,442,139

Expense Breakdown

Grants Paid $161,479,041

Salaries & Benefits $7,707,728

Fundraising Expenses $22,080,809

Program Expenses $161,948,793

Other Expenses $30,360,415

TOTAL EXPENSES $199,969,998

Year-over-Year Comparison

	2022	2021	Change
Revenue	$243,442,139	$254,552,099	0.0%
Expenses	$199,969,998	$198,744,635	+0.0%
Net Income	$43,472,141	$55,807,464	-0.2%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

285

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✓ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$3,197,148

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELBY BEAL	CHAIR, TRUSTEE	1.00	Director	$0	$0	$0
DAVID MOFFETT	VICE-CHAIR, TRUSTEE	1.00	Director	$0	$0	$0
CHRIS ANOATUBBY	TRUSTEE	1.00	Director	$0	$0	$0
ALAN ARMSTRONG	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT BEALL	TRUSTEE	1.00	Director	$0	$0	$0
JEB BOATMAN	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN BURDICK	TRUSTEE	1.00	Director	$0	$0	$0
ANN COSGROVE	TRUSTEE	1.00	Director	$0	$0	$0
KAY DONAHUE	TRUSTEE	1.00	Director	$0	$0	$0
MARY DURIE	TRUSTEE	1.00	Director	$0	$0	$0
PHIL ESTES	TRUSTEE	1.00	Director	$0	$0	$0
DAN EVATT	TRUSTEE	1.00	Director	$0	$0	$0
DANNY HEATLY	TRUSTEE	1.00	Director	$0	$0	$0
KEITH JACKSON	TRUSTEE	1.00	Director	$0	$0	$0
ANNABEL JONES	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL JOSEPH	TRUSTEE	1.00	Director	$0	$0	$0
SANDY KINNEY	TRUSTEE	1.00	Director	$0	$0	$0
TH MCCASLAND III	TRUSTEE	1.00	Director	$0	$0	$0
HARRY PEFANIS	TRUSTEE	1.00	Director	$0	$0	$0
LARRY PINKERTON	TRUSTEE	1.00	Director	$0	$0	$0
FLOYD SIMON JR	TRUSTEE	1.00	Director	$0	$0	$0
DON SMITHERMAN	TRUSTEE	1.00	Director	$0	$0	$0
BOLAJI SOFOLA	TRUSTEE	1.00	Director	$0	$0	$0
SHAREN JESTER TURNEY	TRUSTEE	1.00	Director	$0	$0	$0
GUY L PATTON	PRESIDENT AND CEO	39.00	Officer	$629,721	$54,151	$683,872
AMY NOAH	VICE PRESIDENT AND CAO	40.00	Officer	$390,072	$50,997	$441,069
BONNIE KENNEDY	VICE PRESIDENT AND COO	40.00	Officer	$380,905	$48,799	$429,704
BRAD JOHNSON	VICE PRESIDENT AND CIO	40.00	Officer	$682,842	$50,261	$733,103
KATHY HARLIN	CORPORATE SECRETARY	40.00	Officer	$161,090	$26,684	$187,774
KEITH PETERS	VICE PRESIDENT AND GENERAL COUNSEL	40.00	Officer	$305,430	$49,651	$355,081
TRENT WELLS	VICE PRESIDENT AND TREASURER	39.00	Officer	$323,244	$43,301	$366,545
EUGENE LOHMEYER	DEPUTY CHIEF INVESTMENT OFFICER	40.00	Highest	$441,821	$30,499	$472,320
STACEY MAXON	ASST. VP FOR ADVANCEMENT - OU HEALTH	40.00	Highest	$253,806	$32,870	$286,676
MARY JILL HUGHES	ASST. VP FOR ADVANCEMENT - NORMAN CAMPUS	40.00	Highest	$242,285	$41,665	$283,950
JORDAN ELLIS	OF COUNSEL	40.00	Highest	$231,464	$41,721	$273,185
JOHN HILLIS	SR. DIRECTOR OF PRINCIPAL GIFTS	40.00	Highest	$215,264	$32,155	$247,419

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$243,442,139	$199,969,998	$2,575,373,616	$43,472,141
2022	$254,552,099	$198,744,635	$2,467,155,168	$55,807,464
2021	$229,832,156	$145,348,410	$2,614,502,882	$84,483,746
2020	$169,341,360	$140,405,191	$1,972,039,473	$28,936,169
2019	$174,964,623	$151,990,297	$1,920,482,771	$22,974,326
2018	$154,635,712	$216,771,271	$1,801,653,574	$-62,135,559

UNIVERSITY OF OKLAHOMA FOUNDATION INC