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OAK RIDGE ASSOCIATED UNIVERSITIES INC

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Public IRS 990 nonprofit record

OAK RIDGE ASSOCIATED UNIVERSITIES INC

EIN 62-0476816 · Education (B)

What they do

OAK RIDGE ASSOCIATED UNIVERSITIES, INC. (ORAU) is A PRIVATE, NOT-FOR-PROFIT CORPORATION and CONSORTIUM of 132 SPONSORING and 26 ASSOCIATE MEMBER COLLEGES and UNIVERSITIES and is PRINCIPALLY A MANAGEMENT and OPERATING CONTRACTOR for THE U.S. DEPARTMENT of ENERGY (DOE). THROUGH THIS CONTRACT, ORAU MANAGES and OPERATES THE OAK RIDGE INSTITUTE for SCIENCE and EDUCATION (ORISE), WHICH CARRIES OUT RESEARCH and DEVELOPMENT PROGRAMS IN SCIENCE/ENGINEERING EDUCATION, TRAINING MANAGEMENT SYSTEMS and ENERGY/ENVIRONMENTAL SYSTEMS for DOE and OTHER FEDERAL AGENCIES and GOVERNMENTAL ORGANIZATIONS. IN ADDITION to THE OPERATION of ORISE, ORAU CORPORATE CONDUCTS PROGRAMS to PROVIDE SERVICES to ITS MEMBER INSTITUTIONS and OTHER GOVERNMENTAL and PRIVATE ORGANIZATIONS.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $91.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders57 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

90.99%of revenue went to mission work91.9% of expenses · Program services
$99.00spent for every $100 of revenueRevenue covered expenses this year.
8.01%of revenue went to management and office costs8.1% of expenses
$0.40in assets for every $1 spent this yearSome assets cannot be spent right away.
0.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $818,838 for HARRY ANDERSON PAGE (PRESIDENT & CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$124,390,273
Mission workProgram services$113,177,30290.99% of revenue91.9% of expenses
ManagementOffice and general costs$9,967,4888.01% of revenue8.1% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Revenue left after expensesReported annual surplus$1,245,4831.00% of revenueShown in gray on the chart
Total expenses$123,144,79099.00% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2023CurrentExpense mix: 91.9% mission · 8.1% management · 0.0% fundraisingTotal expenses: 99.00% of revenue
2022Expense mix: 92.5% mission · 7.5% management · 0.0% fundraisingTotal expenses: 98.15% of revenue
2021Expense mix: 93.2% mission · 6.8% management · 0.0% fundraisingTotal expenses: 95.74% of revenue
2020Expense mix: 93.3% mission · 6.7% management · 0.0% fundraisingTotal expenses: 96.00% of revenue
2019Expense mix: 91.7% mission · 8.3% management · 0.0% fundraisingTotal expenses: 98.38% of revenue
2018Expense mix: 92.2% mission · 7.8% management · 0.0% fundraisingTotal expenses: 97.59% of revenue
2017Expense mix: 92.5% mission · 7.5% management · 0.0% fundraisingTotal expenses: 99.19% of revenue
2016Expense mix: 91.7% mission · 8.3% management · 0.0% fundraisingTotal expenses: 97.52% of revenue

Money in and money out

Revenue$124,390,273
Expenses$123,144,790
Annual surplus $1,245,483 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$113,177,302 · 91.9% of expenses
Management and office costs$9,967,488 · 8.1% of expenses
See all reported dollar amounts
Revenue$124,390,273
Expenses$123,144,790
Assets$49,864,481
Income$124,396,833
Contributions$157,000
Mission work (program services)$113,177,302
Grants given$714,986
Average grant$42,058
Management and general$9,967,488
People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
HARRY ANDERSON PAGEPRESIDENT & CEO · 40 hrs/week $818,838Base $774,999 · Other $43,839
WILLIAM J VOSBURGORISE DIRECTOR · 40 hrs/week $461,481Base $431,001 · Other $30,480
WANDA GAMBLEVP OF BUSINESS DEVELOPMENT · 40 hrs/week $451,728Base $417,988 · Other $33,740
JEFFREY MILLERSR. VP & DIRECTOR · 40 hrs/week $446,426Base $405,823 · Other $40,603
J PHIL ANDREWSCFO & TREASURER · 40 hrs/week $423,751Base $379,323 · Other $44,428
RACHEL A LOKITZCHIEF LEGAL & RISK OFFICER · 40 hrs/week $411,134Base $380,826 · Other $30,308
CHESTER KEITH MAZEVP & CIO · 40 hrs/week $383,934Base $342,534 · Other $41,400
MEGHAN F MILLWOODVP OF HR · 40 hrs/week $376,733Base $335,274 · Other $41,459
KENNETH W TOBINVP OF RESEARCH · 40 hrs/week $352,770Base $327,577 · Other $25,193
CAROL IDDINSPROGRAM DIRECTOR · 40 hrs/week $342,550Base $318,680 · Other $23,870
JAMES SCOTT MILLERDIRECTOR · 40 hrs/week $324,503Base $286,502 · Other $38,001
JAMIE LYNN STALKERHIGHEST COMPENSATED EMPLOY · 40 hrs/week $318,815Base $282,560 · Other $36,255

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (57)

HARRY ANDERSON PAGEPRESIDENT & CEO

WILLIAM J VOSBURGORISE DIRECTOR

WANDA GAMBLEVP OF BUSINESS DEVELOPMENT

JEFFREY MILLERSR. VP & DIRECTOR

J PHIL ANDREWSCFO & TREASURER

RACHEL A LOKITZCHIEF LEGAL & RISK OFFICER

CHESTER KEITH MAZEVP & CIO

MEGHAN F MILLWOODVP OF HR

KENNETH W TOBINVP OF RESEARCH

CAROL IDDINSPROGRAM DIRECTOR

JAMES SCOTT MILLERDIRECTOR

JAMIE LYNN STALKERHIGHEST COMPENSATED EMPLOY

FRANK ATTILLA PASZTORHIGHEST COMPENSATED EMPLOY

MARK DENTON ERVINHIGHEST COMPENSATED EMPLOY

BRENDA LYNN BLUNTHIGHEST COMPENSATED EMPLOY

LAURA SHAFFER KOPPHIGHEST COMPENSATED EMPLOY

KERI LYNN CAGLEPROGRAM DIRECTOR

CRAIG T LAYMANPROGRAM DIRECTOR

PATSY L PEHRSONDIRECTOR FINOPS

CATHY SANDERS FOREDIRECTOR

CHAD L BECKERDIRECTOR FTD

FREDDY E GRAYDIRECTOR HS-PHH

MAE D MOSLEYDIR EMPLOYEE RELATIONS

DEREK ALDEN HAGEMEYERPROGRAM DIRECTOR

ASHLEY GOLDENDIRECTOR

PAMELA S BONEEDIR COMM & MARKETING

KRISTY ANGELIQUE KISTNERDIRECTOR

ANGELA R HOLMBERGDIRECTOR CONTRACTS ADMIN

VICKIE LYNN CAUGHRONCHIEF AUDIT OFFICER

CYNTHIA BABB SNOWDIRECTOR

MANDY LYNN BASALDIRECTOR ORISE-WD

THOMAS PATRICK AMIDONDIRECTOR S&S

BRIAN R COOKDIRECTOR

DOMINIC DANIEL MORODIRECTOR BUSINESS OPERATIONS & QUALITY ASSURANCE

EMILY C FOREMANACTING CHIEF HR OFFICER

BRANDON CRISWELLSECRETARY

MR KENNETH J RUETERBOARD CHAIR

DR ALAN S ICENHOURDIRECTOR

DR ANN SAVOCADIRECTOR

LT GENERAL JOHN F REGNIDIRECTOR

DR BRUCE E GNADEDIRECTOR

DR CHRISTOPHER P FALLDIRECTOR

DR QUINCY A QUICKDIRECTOR

DR DAVID A STONEDIRECTOR

DR DEBORAH L CRAWFORDBOARD VICE-CHAIR

DR FRANCIS O OTUONYEDIRECTOR

DR JENNIFER L FREEMANDIRECTOR

JAMES R SEARSSENIOR VP & DIRECTOR OGS

DR JOSEPH A HEPPERTDIRECTOR

DR JOSEPH J PANCRAZIODIRECTOR

DR JULIE B JORDANDIRECTOR

DR MICHELE M MASUCCIDIRECTOR

DR WILLIAM C HARRISDIRECTOR

DR THOMAS P RUSSELLDIRECTOR

DR SAMUEL S VISNERDIRECTOR

DR ROBERT E NOBLESDIRECTOR

DR REBEKAH K HERSCHDIRECTOR

About this charity

Recognized since
January 1948
Location
PO BOX 117, OAK RIDGE, TN 378310117
County
Anderson
In care of
J PHIL ANDREWS
Primary officer
J PHIL ANDREWS, CFBOO

How to reach them

Filing and classification

Latest tax year
2023
Tax period began
October 1, 2023
Return type
990
Tax preparer
LBMC PC
NTEE classification
Education (B)
IRS tax category
Education
Grant-giving organization
Yes

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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