Oklahoma State University Foundation

EIN: 736097060 501(c)(3) Education

STILLWATER, OK

Total Revenue
$272,852,964
Total Expenses
$195,102,626
Total Assets
$1,666,168,064
Net Assets
$1,610,951,700
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1961
Legal Domicile
OK
Phone
4053855100
Tax Period
2024-07-01 to 2025-06-30

Oklahoma State University Foundation, founded in 1961, is a major nonprofit in the Education sector that reported $272.9M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $77.8M, a strong 28% operating margin.

Mission

UNITE DONOR PASSIONS WITH UNIVERSITY PRIORITIES TO ELEVATE THE IMPACT OF OKLAHOMA STATE UNIVERSITY.

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Trantor Score

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

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $152,358,421
Program Service Revenue $5,605,635
Investment Income $109,697,757
Other Revenue $5,191,151
TOTAL REVENUE $272,852,964

Expense Breakdown

Grants Paid $29,967,233
Salaries & Benefits $23,223,143
Fundraising Expenses $22,375,958
Program Expenses $156,412,911
Other Expenses $141,284,990
TOTAL EXPENSES $195,102,626

Year-over-Year Comparison

2024 2023 Change
Revenue $272,852,964 $242,666,413 +0.1%
Expenses $195,102,626 $195,053,329 +0.0%
Net Income $77,750,338 $47,613,084 +0.6%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✓ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

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Governance

Voting Members
15
Independent Members
14
Employees
233
Volunteers
100

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
4
$1,478,041
Total Directors
15
$563,250
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BLAIRE ATKINSON PRESIDENT 50.0
Officer Director
$494,270 $68,980 $563,250
BEVERLY WALKER-GRIFFEA TRUSTEE 1.0
Director
$0 $0 $0
BILL PATTERSON IMMEDIATE PAST CHAIR 1.0
Director
$0 $0 $0
BRIAN CALLAHAN TRUSTEE 1.0
Director
$0 $0 $0
BRYAN BEGLEY CHAIR 1.0
Director
$0 $0 $0
CARL WIESE TRUSTEE 1.0
Director
$0 $0 $0
CRAIG BOELTE TRUSTEE 1.0
Director
$0 $0 $0
DARTON ZINK TRUSTEE 1.0
Director
$0 $0 $0
GAIL MUNCRIEF VICE CHAIR 1.0
Director
$0 $0 $0
GREG MASSEY TRUSTEE 1.0
Director
$0 $0 $0
MELINDA STINNETT TRUSTEE 1.0
Director
$0 $0 $0
ROBERT KEATING TRUSTEE 1.0
Director
$0 $0 $0
SHELLY LAMBERTZ TRUSTEE 1.0
Director
$0 $0 $0
TERRY STEWART TRUSTEE 1.0
Director
$0 $0 $0
TIFFANY SEWELL-HOWARD TRUSTEE 1.0
Director
$0 $0 $0
DAWN BARNARD VP & TREASURER 50.0
Officer
$245,631 $24,685 $270,316
ROBYN BAKER VP GENERAL COUNSEL 50.0
Officer
$290,088 $70,417 $360,505
TYLER ROPP VP OF DEVELOPMENT 50.0
Officer
$229,014 $54,956 $283,970
BONNIE HUBBARD DIRECTOR OF ORGANIZATIONAL DEVELOPMENT 50.0
Highest
$220,264 $41,905 $262,169
HEIDI WILLIAMS AVP OF CONSTITUENT DEV 50.0
Highest
$231,671 $41,995 $273,666
MELANIE DAVIS AVP INFORMATION STRATEGY 50.0
Highest
$267,007 $31,810 $298,817
PAMELA GUTHRIE AVP OF HUMAN RESOURCES 50.0
Highest
$208,234 $55,185 $263,419
ASHLEY ROCHE COO & GENERAL COUNSEL N/A
$0 $75,313 $950,926
DONNA KOEPPE VP ADMIN AND TREASURER 50.0
$298,538 $30,858 $329,396
RYAN HARMS CHIEF INVESTMENT OFFICER N/A
$0 $74,691 $952,222
SCOTT ROBERTS VP OF DEVELOPMENT 50.0
$322,726 $36,738 $359,464
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 $272,852,964 $195,102,626 $1,666,168,064 $77,750,338
2024 $242,666,413 $195,053,329 $1,571,696,915 $47,613,084
2023 $281,473,035 $138,659,825 $1,510,088,236 $142,813,210
2022 $253,058,633 $112,170,533 $1,318,517,110 $140,888,100
2021 $191,009,042 $113,304,580 $1,286,594,622 $77,704,462
2020 $167,543,496 $129,441,793 $1,059,420,583 $38,101,703
2019 $143,437,110 $172,311,701 $1,053,278,935 $-28,874,591
2018 $156,781,005 $117,745,216 $1,042,393,823 $39,035,789
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