UNIVERSITY OF CENTRAL OKLAHOMA FOUNDATION Charity Report

Public IRS 990 nonprofit record

UNIVERSITY OF CENTRAL OKLAHOMA FOUNDATION

EIN 73-6108032 · Universities (B43)

What they do

FUNDING of COLLEGE SCHOLARSHIPS and SUPPORT of UNIVERSITY PROGRAMS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $82.60 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 2024The charity has a recent tax report to read.

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

They name their leaders43 people are listed in the latest report.

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

Money made simple

71.81%of revenue went to mission work82.6% of expenses · Program services

1.82%of revenue went to fundraising2.1% of expenses

$86.92spent for every $100 of revenueRevenue covered expenses this year.

13.30%of revenue went to management and office costs15.3% of expenses

$10.03in assets for every $1 spent this yearSome assets cannot be spent right away.

61.6%of its money came from giftsOther money may come from services or investments.

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

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 2024

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.

$100revenue

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$7,568,399

Mission workProgram services$5,434,60571.81% of revenue82.6% of expenses

ManagementOffice and general costs$1,006,53313.30% of revenue15.3% of expenses

FundraisingAsking for donations$137,6831.82% of revenue2.1% of expenses

Revenue left after expensesReported annual surplus$989,57813.08% of revenueShown in gray on the chart

Total expenses$6,578,82186.92% 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

2024CurrentExpense mix: 82.6% mission · 15.3% management · 2.1% fundraisingTotal expenses: 86.92% of revenue

2023Expense mix: 75.4% mission · 23.2% management · 1.4% fundraisingTotal expenses: 60.50% of revenue

2022Expense mix: 94.7% mission · 4.8% management · 0.5% fundraisingTotal expenses: 162.97% of revenue

2021Expense mix: 94.5% mission · 5.5% management · 0.0% fundraisingTotal expenses: 49.92% of revenue

2020Expense mix: 78.7% mission · 19.3% management · 2.0% fundraisingTotal expenses: 38.11% of revenue

2019Expense mix: 86.1% mission · 13.9% management · 0.0% fundraisingTotal expenses: 67.98% of revenue

2018Expense mix: 87.3% mission · 12.7% management · 0.0% fundraisingTotal expenses: 57.61% of revenue

2017Expense mix: 93.1% mission · 6.9% management · 0.0% fundraisingTotal expenses: 71.57% of revenue

Money in and money out

Revenue$7,568,399

Expenses$6,578,821

Annual surplus $989,578 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)$5,434,605 · 82.6% of expenses

Management and office costs$1,006,533 · 15.3% of expenses

Fundraising$137,683 · 2.1% of expenses

See all reported dollar amounts

Revenue$7,568,399

Expenses$6,578,821

Assets$65,983,807

Income$11,915,399

Contributions$4,664,019

Mission work (program services)$5,434,605

Fundraising$137,683

Grants given$28,168,366

Average grant$2,816,837

Management and general$1,006,533

Stocks and bonds$52,657,066

Accounting fees$33,800

Investing fees$165,657

People

Leadership and board

Tax year 2024

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

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (43)

PEGGY KATESBOARD SECRETARY

LEE BEASLEYTRUSTEE

MARILYN DAVIDSONBOARD VICE CHAIR

MARK HOLLANDINVESTMENT COMMITTEE CHAIR

MEGAN WESTBROOKTRUSTEE

MIKE KLOIBERTRUSTEE

MIKE PATTERSONIMMEDIATE PAST CHAIR

MIKE STEFFENOWNER RELATIONS COMMITTEE CHAIR

MONICA JACKSONALUMNI ENGAGEMENT COMMITTEE CHAIR

PATRICK MOKTRUSTEE-RETIRED 6/30/24

PEGGY GEIBTRUSTEE

LARRY WESTMORELANDEMERITUS TRUSTEE

RANDY ROSSTREASURER, FINANCE & BUDGET COMMITTEE CHAIR

RONNIE HICKSTRUSTEE

SCOTT WAUGHTRUSTEE

SHANE PATETRUSTEE

SHEILA STINSONBOARD CHAIR

SHELLY DOUGLASTRUSTEE

SHERRY BEASLEYTRUSTEE

STACY BOZARTHTRUSTEE

TAMMY ALGERTRUSTEE

WILL GATTENBYTRUSTEE

ERIC RUSSELLTRUSTEE

ANCEL AIRINGTONVICE CHAIR INVESTMENT COMMITTEE

ANDY MACAULAYTRUSTEE

ANN BENJAMINTRUSTEE

BRANDON WEBSTERTRUSTEE-RETIRED 6/30/24

BRIAN DOWNSTRUSTEE

CARLOS EVANSTRUSTEE

CASEY MOORETRUSTEE

CYNTHIA QUICK BLACKTRUSTEE

DAVIS PURYEARTRUSTEE-RETIRED 6/30/24

DENNIS MOUTRAYTRUSTEE

ALLEN WRIGHTPRESIDENT

GERRY PINKSTONEMERITUS TRUSTEE

HEIDI RUSSELLTRUSTEE

JEFF ATKINSGOVERNANCE COMMITTEE CHAIR

JEFF COILTRUSTEE

JENNIFER SANCHEZTRUSTEE

JOHN BOBB-SEMPLETRUSTEE

KATE ONEILL RAUBERTRUSTEE

KEVIN HILLTRUSTEE

KIRBY ROSSAUDIT COMMITTEE CHAIR

About this charity

Recognized since: January 1954
Location: 100 N UNIVERSITY DR, EDMOND, OK 73034-5207
County: Oklahoma
In care of: % UNIVERSITY OF CENTRAL OKLAHOMA
Primary officer: ALLEN WRIGHT, PRESIDENT

How to reach them

WebsiteVisit the charity’s website Phone(405) 974-2770

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: ARLEDGE & ASSOCIATES PC
NTEE classification: Universities (B43)
IRS tax category: Universities
Grant-giving organization: Yes