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University Of Oklahoma Foundation Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Operated a donor-advised fund
Organization maintained a donor-advised fund or similar account through which donors could direct the distribution or investment of funds. Details are reported on Schedule D.

Summary charts: organization finances over time

Revenue
$243M (2023)

Expenses
$200M (2023)

Total Assets
$2.58B (2023)

Total Liabilities
$466M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$243,442,139
Expenses
$199,969,998
Net Income
$43,472,141
Net Assets
$2,109,103,351
Notable Sources of Revenue Percent of Total Revenue
Contributions $187,925,500
77.2%
Program Services $0
Investment Income $23,668,384
9.7%
Bond Proceeds $0
Royalties $7,904,283
3.2%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $589,183
0.2%
Net Inventory Sales $0
Other Revenue $23,354,789
9.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,396,251
1.7%
Professional Fundraising Fees $422,814
0.2%
Other Salaries and Wages $3,330,188
1.7%
Assets/Debt
Total Assets $2,575,373,616
Total Liabilities $466,270,265
Net Assets $2,109,103,351
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Brad Johnson (Vice President And Cio) $682,842 $0 $50,261
Guy L Patton (President And Ceo) $629,721 $0 $54,151
Eugene Lohmeyer (Deputy Chief Investment Officer) $441,821 $0 $30,499
Amy Noah (Vice President And Cao) $390,072 $0 $50,997
Bonnie Kennedy (Vice President And Coo) $380,905 $0 $48,799
Trent Wells (Vice President And Treasurer) $323,244 $0 $43,301
Keith Peters (Vice President And General Counsel) $305,430 $0 $49,651
Stacey Maxon (Asst. Vp For Advancement Ou Health) $253,806 $0 $32,870
Mary Jill Hughes (Asst. Vp For Advancement Norman Campus) $242,285 $0 $41,665
Jordan Ellis (Of Counsel) $231,464 $0 $41,721
John Hillis (Sr. Director Of Principal Gifts) $215,264 $0 $32,155
Kathy Harlin (Corporate Secretary) $161,090 $0 $26,684
Elby Beal (Chair, Trustee) $0 $0 $0
David Moffett (Vice Chair, Trustee) $0 $0 $0
Chris Anoatubby (Trustee) $0 $0 $0
Alan Armstrong (Trustee) $0 $0 $0
Robert Beall (Trustee) $0 $0 $0
Jeb Boatman (Trustee) $0 $0 $0
Kevin Burdick (Trustee) $0 $0 $0
Ann Cosgrove (Trustee) $0 $0 $0
Kay Donahue (Trustee) $0 $0 $0
Mary Durie (Trustee) $0 $0 $0
Phil Estes (Trustee) $0 $0 $0
Dan Evatt (Trustee) $0 $0 $0
Danny Heatly (Trustee) $0 $0 $0

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Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$254,552,099
Expenses
$198,744,635
Net Income
$55,807,464
Net Assets
$1,985,788,435
Notable Sources of Revenue Percent of Total Revenue
Contributions $197,489,221
77.6%
Program Services $0
Investment Income $20,728,837
8.1%
Bond Proceeds $0
Royalties $7,218,592
2.8%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $28,638,730
11.3%
Net Inventory Sales $0
Other Revenue $476,719
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,174,038
1.6%
Professional Fundraising Fees $335,132
0.2%
Other Salaries and Wages $2,435,020
1.2%
Assets/Debt
Total Assets $2,467,155,168
Total Liabilities $481,366,733
Net Assets $1,985,788,435
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Guy L Patton (President And Ceo) $744,602 $0 $51,531
Brad Johnson (Vice President And Cio) $631,488 $0 $50,187
Eugene Lohmeyer (Deputy Chief Investment Officer) $519,708 $0 $50,931
Bonnie Kennedy (Vice President And Coo) $370,225 $0 $46,822
Trent Wells (Vice President And Treasurer) $316,139 $0 $41,631
Amy Noah (Vice President And Cao) $284,184 $0 $40,256
Keith Peters (Vice President And General Counsel) $276,003 $0 $44,887
James Vaughn (Assistant Vice President Of Advancement Operations) $220,658 $0 $31,904
John Hillis (Senior Director Of Principal Gifts) $207,528 $0 $31,856
Neil Heeney (Assistant Vice President Of Principal Gifts) $203,110 $0 $14,979
Jordan Ellis (Of Counsel) $203,109 $0 $37,133
Kathy Harlin (Corporate Secretary) $157,607 $0 $26,073
Elby Beal (Chair, Trustee) $0 $0 $0
David Moffett (Vice Chair, Trustee) $0 $0 $0
Chris Anoatubby (Trustee) $0 $0 $0
Alan Armstrong (Trustee) $0 $0 $0
Jeb Boatman (Trustee) $0 $0 $0
Kevin Burdick (Trustee) $0 $0 $0
Ann Cosgrove (Trustee) $0 $0 $0
Kay Donahue (Trustee) $0 $0 $0
Phil Estes (Trustee) $0 $0 $0
Dan Evatt (Trustee) $0 $0 $0
Keith Jackson (Trustee) $0 $0 $0
Annabel Jones (Trustee) $0 $0 $0
Michael Joseph (Trustee) $0 $0 $0

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Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$229,832,156
Expenses
$145,348,410
Net Income
$84,483,746
Net Assets
$2,129,277,318
Notable Sources of Revenue Percent of Total Revenue
Contributions $225,949,467
98.3%
Program Services $0
Investment Income $12,401,529
5.4%
Bond Proceeds $0
Royalties $4,222,177
1.8%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$20,279,183
Net Inventory Sales $0
Other Revenue $7,538,166
3.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,784,025
1.9%
Professional Fundraising Fees $46,000
0.0%
Other Salaries and Wages $3,662,122
2.5%
Assets/Debt
Total Assets $2,614,502,882
Total Liabilities $485,225,564
Net Assets $2,129,277,318
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Brad Johnson (Vice President And Cio) $557,435 $0 $73,253
Guy L Patton (President And Ceo) $546,815 $0 $72,964
Eugene Lohmeyer (Director Of Investments) $471,853 $0 $58,764
Bonnie Kennedy (Vice President And Coo) $350,409 $0 $48,095
Trent Wells (Vice President And Cfo) $309,906 $0 $46,523
Keith Peters (Vice President And General Counsel) $269,884 $0 $52,153
James Vaughn (Controller And Asst. Vp Of Advancement Operations) $193,048 $0 $31,797
Jana Moring (Director Of Donor Relation) $158,822 $0 $27,393
Kathy Harlin (Corporate Secretary) $154,506 $0 $26,272
Lawrence Mantin (Director Of Application De) $151,901 $0 $27,000
Gary Beadles (Former Vp And General Counsel) $138,496 $0 $15,777
Dewey Wallace (Senior Software Engineer) $135,667 $0 $38,869
David Moffett (Chair, Trustee) $0 $0 $0
Elby Beal (Vice Chair, Trustee) $0 $0 $0
Alan Armstrong (Trustee) $0 $0 $0
Jeb Boatman (Trustee) $0 $0 $0
Ronald E Bradshaw (Trustee) $0 $0 $0
Ann Cosgrove (Trustee) $0 $0 $0
Kay Donahue (Trustee) $0 $0 $0
Dan Evatt (Trustee) $0 $0 $0
Keith Jackson (Trustee) $0 $0 $0
Oscar Jackson (Trustee) $0 $0 $0
Annabel Jones (Trustee) $0 $0 $0
Michael Joseph (Trustee) $0 $0 $0
Sandy Kinney (Trustee) $0 $0 $0

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Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$169,341,360
Expenses
$140,405,191
Net Income
$28,936,169
Net Assets
$1,588,929,491
Notable Sources of Revenue Percent of Total Revenue
Contributions $122,768,069
72.5%
Program Services $0
Investment Income $13,850,137
8.2%
Bond Proceeds $0
Royalties $5,055,010
3.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $22,997,690
13.6%
Net Inventory Sales $0
Other Revenue $4,670,454
2.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,679,346
1.9%
Professional Fundraising Fees $0
Other Salaries and Wages $2,678,575
1.9%
Assets/Debt
Total Assets $1,972,039,473
Total Liabilities $383,109,982
Net Assets $1,588,929,491
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Brad Johnson (Vice President And Cio) $592,478 $0 $70,387
Guy L Patton (President And Ceo) $546,974 $0 $72,001
Eugene Lohmeyer (Director Of Investments) $434,114 $0 $55,767
Bonnie Kennedy (Vice President And Coo) $336,619 $0 $47,386
Trent Wells (Vice President And Cfo) $296,325 $0 $43,938
Keith Peters (Vice President And General Counsel) $241,867 $0 $51,792
James Vaughn (Controller) $180,591 $0 $33,013
Gary Beadles (Former Vp And General Counsel) $153,144 $0 $26,606
Jana Moring (Director Of Donor Relation) $152,186 $0 $27,451
Kathy Harlin (Corporate Secretary) $150,049 $0 $24,894
Lawrence Mantin (Director Of Application De) $148,277 $0 $25,968
Dewey Wallace (Senior Software Engineer) $130,798 $0 $38,593
David Moffett (Chair, Trustee) $0 $0 $0
Elby Beal (Vice Chair, Trustee) $0 $0 $0
Alan Armstrong (Trustee) $0 $0 $0
Jeb Boatman (Trustee) $0 $0 $0
Ronald E Bradshaw (Trustee) $0 $0 $0
Ann Cosgrove (Trustee) $0 $0 $0
Kay Donahue (Trustee) $0 $0 $0
Dan Evatt (Trustee) $0 $0 $0
Keith Jackson (Trustee) $0 $0 $0
Oscar Jackson (Trustee) $0 $0 $0
Annabel Jones (Trustee) $0 $0 $0
Michael Joseph (Trustee) $0 $0 $0
Sandy Kinney (Trustee) $0 $0 $0

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Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$174,964,623
Expenses
$151,990,297
Net Income
$22,974,326
Net Assets
$1,527,788,831
Notable Sources of Revenue Percent of Total Revenue
Contributions $140,119,719
80.1%
Program Services $0
Investment Income $15,442,393
8.8%
Bond Proceeds $0
Royalties $7,882,493
4.5%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,325,312
4.8%
Net Inventory Sales $0
Other Revenue $3,194,706
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,149,027
1.4%
Professional Fundraising Fees $0
Other Salaries and Wages $2,638,732
1.7%
Assets/Debt
Total Assets $1,920,482,771
Total Liabilities $392,693,940
Net Assets $1,527,788,831
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Guy L Patton (President And Ceo) $510,536 $0 $70,899
Brad Johnson (Vice President And Cio) $475,859 $0 $64,546
Eugene Lohmeyer (Director Of Investments) $367,118 $0 $52,482
Bonnie Kennedy (Vice President And Coo) $282,275 $0 $42,938
Trent Wells (Vice President And Treasue) $268,435 $0 $41,694
James Vaughn (Controller) $161,258 $0 $33,998
Gary Beadles (Vice President And General) $143,629 $0 $26,167
Jana Moring (Director Of Donor Relation) $143,445 $0 $30,663
Kathy Harlin (Corporate Secretary) $141,897 $0 $16,229
Lawrence Mantin (Director Of Application De) $141,124 $0 $25,299
Dewey Wallace (Senior Software Engineer) $124,892 $0 $37,628
Alan Armstrong (Trustee) $0 $0 $0
Elby Beal (Trustee) $0 $0 $0
Jeb Boatman (Trustee) $0 $0 $0
Ronald E Bradshaw (Trustee) $0 $0 $0
Ann Cosgrove (Trustee) $0 $0 $0
Kay Donahue (Trustee) $0 $0 $0
Cliff Hudson (Trustee) $0 $0 $0
Keith Jackson (Trustee) $0 $0 $0
Oscar Jackson (Trustee) $0 $0 $0
Michael Joseph (Trustee) $0 $0 $0
Sandy Kinney (Trustee) $0 $0 $0
Bill G Lance (Trustee) $0 $0 $0
Carlisle Mabrey (Trustee) $0 $0 $0
Th Mccasland Iii (Trustee) $0 $0 $0

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Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$154,635,712
Expenses
$216,771,271
Net Income
-$62,135,559
Net Assets
$1,423,005,295
Notable Sources of Revenue Percent of Total Revenue
Contributions $134,061,725
86.7%
Program Services $0
Investment Income $13,963,256
9.0%
Bond Proceeds $0
Royalties $6,386,561
4.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$5,040,045
Net Inventory Sales $0
Other Revenue $5,264,215
3.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,020,830
0.9%
Professional Fundraising Fees $0
Other Salaries and Wages $2,274,076
1.0%
Assets/Debt
Total Assets $1,801,653,574
Total Liabilities $378,648,279
Net Assets $1,423,005,295
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Guy L Patton (President And Ceo) $495,233 $0 $70,502
Brad Johnson (Vice President And Cio) $474,606 $0 $60,115
Eugene Lohmeyer (Director Of Investments) $265,935 $0 $44,257
Bonnie Kennedy (Vice President And Coo) $257,530 $0 $40,953
Trent Wells (Vice President And Treasuer) $250,344 $0 $38,228
James Vaughn (Controller) $144,799 $0 $30,881
Lawrence Mantin (Director Of Application Development) $140,478 $0 $23,918
Gary Beadles (Vice President And General Counsel) $138,408 $0 $24,535
Jana Moring (Director Of Donor Relations) $131,023 $0 $30,264
Kathy Harlin (Corporate Secretary) $130,836 $0 $14,977
Dewey Wallace (Senior Software Engineer) $128,245 $0 $35,459
Alan Armstrong (Trustee) $0 $0 $0
Elby Beal (Trustee) $0 $0 $0
Jeb Boatman (Trustee) $0 $0 $0
Ronald E Bradshaw (Trustee) $0 $0 $0
Ann Cosgrove (Trustee) $0 $0 $0
Kay Donahue (Trustee) $0 $0 $0
Cliff Hudson (Trustee) $0 $0 $0
Keith Jackson (Trustee) $0 $0 $0
Oscar Jackson (Trustee) $0 $0 $0
Michael Joseph (Trustee) $0 $0 $0
Sandy Kinney (Trustee) $0 $0 $0
Bill G Lance (Trustee) $0 $0 $0
Carlisle Mabrey (Trustee) $0 $0 $0
Th Mccasland Iii (Trustee) $0 $0 $0

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Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$141,661,194
Expenses
$139,008,295
Net Income
$2,652,899
Net Assets
$1,397,785,820
Notable Sources of Revenue Percent of Total Revenue
Contributions $104,728,187
73.9%
Program Services $0
Investment Income $6,197,839
4.4%
Bond Proceeds $0
Royalties $4,151,128
2.9%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $22,529,258
15.9%
Net Inventory Sales $0
Other Revenue $4,054,782
2.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,374,239
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $1,592,365
1.1%
Assets/Debt
Total Assets $1,704,746,681
Total Liabilities $306,960,861
Net Assets $1,397,785,820
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Guy L Patton (President & Ceo) $487,129 $0 $69,284
Brad Johnson (Vice President & Cio) $405,668 $0 $57,163
Bonnie Kennedy (Vice President & Coo) $251,593 $0 $39,708
Trent Wells (Vice President & Cfo) $211,623 $0 $41,695
Lawrence Mantin (Director Of Application Dev.) $132,907 $0 $23,455
Gary Beadles (Vice President & General Council) $132,696 $0 $23,710
James Vaughn (Controller) $123,342 $0 $28,380
Dewey Wallace (Senior Software Engineer) $121,793 $0 $34,362
Kathy Harlin (Corporate Secretary) $121,419 $0 $13,905
Jana Moring (Director, Donor Relations) $116,020 $0 $26,676
Karen Kozik (Director Of Advancement Services) $107,340 $0 $21,433
Elby J Beal (Trustee) $0 $0 $0
Jeb Boatman (Trustee) $0 $0 $0
Ronald E Bradshaw (Trustee) $0 $0 $0
Ann Cosgrove Md (Trustee) $0 $0 $0
Kay Donahue (Trustee) $0 $0 $0
Cliff Hudson (Trustee) $0 $0 $0
Keith Jackson (Trustee) $0 $0 $0
Oscar Jackson (Trustee) $0 $0 $0
Michael Joseph (Trustee) $0 $0 $0
Sandy Kinney (Trustee) $0 $0 $0
Bill G Lance Jr (Trustee) $0 $0 $0
Carlisle Mabrey (Trustee) $0 $0 $0
Tommy H Mccasland Iii (Trustee) $0 $0 $0
Scott Meacham (Trustee) $0 $0 $0

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Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$170,325,961
Expenses
$115,501,295
Net Income
$54,824,666
Net Assets
$1,319,163,782
Notable Sources of Revenue Percent of Total Revenue
Contributions $126,048,230
74.0%
Program Services $0
Investment Income $8,026,731
4.7%
Bond Proceeds $0
Royalties $2,575,211
1.5%
Rental Property Income $18,729
0.0%
Net Fundraising $0
Sales of Assets $30,513,438
17.9%
Net Inventory Sales $0
Other Revenue $3,143,622
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,159,805
1.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,491,569
1.3%
Assets/Debt
Total Assets $1,600,089,423
Total Liabilities $280,925,641
Net Assets $1,319,163,782
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Guy L Patton (President & Ceo) $481,700 $0 $65,160
Brad Johnson (Vice President & Cio) $201,586 $0 $26,205
Trent Wells (Vice President & Cfo) $186,480 $0 $38,988
Ron C Winkler (Vice President & Treasurer) $184,328 $0 $33,121
Michael Marcotte (Vice President For Information Technology) $165,698 $0 $17,963
Gary Beadles (Vice President & General Counsel) $129,217 $0 $23,525
Lawrence Mantin (Director Of Application Development) $128,270 $0 $23,041
Kathy Harlin (Corporate Secretary) $118,482 $0 $22,480
Dewey Wallace (Senior Software Engineer) $117,072 $0 $32,855
Jana Moring (Director Of Donor Relations) $108,784 $0 $25,864
James Vaughn (Controller) $105,705 $0 $21,058
Karen Kozik (Director Of Advancement Systems) $103,897 $0 $20,267
Bonnie Kennedy (Vice President & Coo) $83,437 $0 $17,983
Elby J Beal (Trustee) $0 $0 $0
Ronald E Bradshaw (Trustee) $0 $0 $0
Terry L Carter (Trustee) $0 $0 $0
Ann Cosgrove Md (Trustee) $0 $0 $0
Kay Donahue (Trustee) $0 $0 $0
James H Everest (Vice Chair, Trustee) $0 $0 $0
Cliff Hudson (Trustee) $0 $0 $0
Oscar Jackson (Trustee) $0 $0 $0
Michael Joseph (Trustee) $0 $0 $0
Sandy Kinney (Trustee) $0 $0 $0
Bill G Lance Jr (Trustee) $0 $0 $0
Carlisle Mabrey (Trustee) $0 $0 $0

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Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$179,022,601
Expenses
$97,551,229
Net Income
$81,471,372
Net Assets
$1,282,001,626
Notable Sources of Revenue Percent of Total Revenue
Contributions $149,748,208
83.6%
Program Services $0
Investment Income $8,945,190
5.0%
Bond Proceeds $0
Royalties $5,901,159
3.3%
Rental Property Income $38,468
0.0%
Net Fundraising $0
Sales of Assets $12,935,351
7.2%
Net Inventory Sales $0
Other Revenue $1,454,225
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,146,270
2.2%
Professional Fundraising Fees $0
Other Salaries and Wages $1,237,673
1.3%
Assets/Debt
Total Assets $1,550,934,820
Total Liabilities $268,933,194
Net Assets $1,282,001,626
Compensation
Key Employees and Officers Compensation Related Other
Guy L Patton (President & Ceo) $458,540 $0 $63,560
Ben Stewart (Director Of Investments) $217,917 $0 $42,154
Ron C Winkler (Vice President & Treasurer) $213,608 $0 $41,457
Trent Wells (Controller) $175,898 $0 $36,450
Michael L Marcotte (Vp For Information Technology) $158,007 $0 $24,789
Gary Beadles (Vp And General Counsel) $125,158 $0 $22,234
Lawrence Mantin (Director Of Application Development & Infrastructu) $122,369 $0 $21,656
Kathy Harlin (Corporate Secretary) $115,283 $0 $19,459
Dewey Wallace (Senior Software Engineer) $107,664 $0 $30,347
Jana Moring (Director, Donor Relations) $105,207 $0 $25,159
Bill G Lance Jr (Trustee) $0 $0 $0
Bonnie Kennedy (Trustee) $0 $0 $0
Carlisle Mabrey (Trustee) $0 $0 $0
Charles Stephenson (Trustee) $0 $0 $0
Cliff Hudson (Trustee) $0 $0 $0
David Rainbolt (Trustee) $0 $0 $0
Elby J Beal (Trustee) $0 $0 $0
J Harvie Roe (Trustee) $0 $0 $0
James H Everest (Trustee) $0 $0 $0
L Don Smitherman (Trustee) $0 $0 $0
Laura Ratliff (Trustee) $0 $0 $0
Pattye L Moore (Trustee) $0 $0 $0
Robert J Ross (Trustee) $0 $0 $0
Ronald E Bradshaw (Trustee) $0 $0 $0
Sandy Kinney (Trustee) $0 $0 $0

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Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$157,910,478
Expenses
$120,787,036
Net Income
$37,123,442
Net Assets
$1,154,759,278
Notable Sources of Revenue Percent of Total Revenue
Contributions $121,404,535
76.9%
Program Services $0
Investment Income $8,485,003
5.4%
Bond Proceeds $0
Royalties $5,048,740
3.2%
Rental Property Income $58,337
0.0%
Net Fundraising $0
Sales of Assets $17,590,454
11.1%
Net Inventory Sales $0
Other Revenue $5,323,409
3.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,684,295
1.4%
Professional Fundraising Fees $0
Other Salaries and Wages $1,263,985
1.0%
Assets/Debt
Total Assets $1,238,053,467
Total Liabilities $83,294,189
Net Assets $1,154,759,278
Compensation
Key Employees and Officers Compensation Related Other
Guy L Patton (President & Ceo) $414,803 $0 $64,470
Ron C Winkler (Vice President & Treasurer) $208,016 $0 $33,189
Ben Stewart (Director Of Investments) $200,120 $0 $41,699
Trent Wells (Controller) $168,605 $0 $29,362
Michael L Marcotte (Vp For Information Technol) $150,817 $0 $24,046
Gary Beadles (Vp And General Counsel) $119,927 $0 $21,289
Kathy Harlin (Corporate Secretary) $109,431 $0 $18,495
Bill G Lance (Trustee) $0 $0 $0
Bonnie Kennedy (Trustee) $0 $0 $0
Carlisle Mabrey (Trustee) $0 $0 $0
Charles Stephenson (Trustee) $0 $0 $0
Cliff Hudson (Trustee) $0 $0 $0
David Rainbolt (Trustee) $0 $0 $0
Elby J Beal (Trustee) $0 $0 $0
J Harvie Roe (Trustee) $0 $0 $0
James H Everest (Trustee) $0 $0 $0
L Don Smitherman (Trustee) $0 $0 $0
Laura Ratliff (Trustee) $0 $0 $0
Pattye L Moore (Trustee) $0 $0 $0
Robert J Ross (Trustee) $0 $0 $0
Ronald E Bradshaw (Trustee) $0 $0 $0
Sandy Kinney (Trustee) $0 $0 $0
Scott Meacham (Trustee) $0 $0 $0
Tommy H Mccasland Iii (Trustee) $0 $0 $0
William G Paul (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$132,004,569
Expenses
$111,421,808
Net Income
$20,582,761
Net Assets
$998,202,347
Notable Sources of Revenue Percent of Total Revenue
Contributions $89,123,241
67.5%
Program Services $0
Investment Income $10,438,633
7.9%
Bond Proceeds $0
Royalties $1,882,007
1.4%
Rental Property Income $12,487
0.0%
Net Fundraising $0
Sales of Assets $26,524,158
20.1%
Net Inventory Sales $0
Other Revenue $4,024,043
3.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,502,265
1.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,087,485
1.0%
Assets/Debt
Total Assets $1,085,755,620
Total Liabilities $87,553,273
Net Assets $998,202,347

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$136,569,864
Expenses
$106,731,536
Net Income
$29,838,328
Net Assets
$917,055,998
Notable Sources of Revenue Percent of Total Revenue
Contributions $85,876,056
62.9%
Program Services $0
Investment Income $11,088,983
8.1%
Bond Proceeds $0
Royalties $2,794,031
2.0%
Rental Property Income $25,813
0.0%
Net Fundraising $0
Sales of Assets $35,406,902
25.9%
Net Inventory Sales $0
Other Revenue $1,378,079
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,327,587
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $1,116,423
1.0%
Assets/Debt
Total Assets $1,007,093,948
Total Liabilities $90,037,950
Net Assets $917,055,998

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$208,875,776
Expenses
$100,538,455
Net Income
$108,337,321
Net Assets
$941,932,947
Notable Sources of Revenue Percent of Total Revenue
Contributions $145,119,973
69.5%
Program Services $0
Investment Income $14,450,616
6.9%
Bond Proceeds $0
Royalties $2,466,242
1.2%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $43,439,694
20.8%
Net Inventory Sales $0
Other Revenue $3,399,251
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $897,188
0.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,261,189
1.3%
Assets/Debt
Total Assets $1,041,248,690
Total Liabilities $99,315,743
Net Assets $941,932,947

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »