University of Central Oklahoma Foundation
100 N University Dr
Evans Hall, Room 102
Edmond OK 73034
Tax Exempt Status Exempt-Other
Organization Does Business As (DBA) Name(s)
Organization DBA
UCO Foundation
Mission Statement
The University of Central Oklahoma Foundation is an independent non-profit organization designed to raise funds to support the University of Central Oklahoma and its students.  The Foundation will support those activities deemed appropriate in cooperation with the university.
Contact Information
Contact Name Heather Fieth
Contact email hfieth@uco.edu
Address 100 N University Dr
Evans Hall, Room 102
Edmond, OK 73034
Phone (405) 974-2770
Fax 405-974-3833
County Oklahoma County
Alternate Phone 405 974-3798
How to Give
Donate with Credit Card http://www.ucogiving.org
Donate to Endowment http://occf.org/ucof/
Other ways to donate, support or volunteer
1. Please mail checks to - UCO Foundation, 100 N. University Drive, Evans Hall 102, Edmond, OK  73034 
2. Call 405/974-2770
3. Securely online at www.ucogiving.org
 
 
Financial Summary
 
 
Projected Revenue $420,000.00
Projected Expenses $407,700.00
History and Background
Year Founded 1972
IRS Ruling Year 1954
State Registration Expiration Sept 2017
Statements
Mission
The University of Central Oklahoma Foundation is an independent non-profit organization designed to raise funds to support the University of Central Oklahoma and its students.  The Foundation will support those activities deemed appropriate in cooperation with the university.
Background University of Central Oklahoma Foundation was established in 1972 to provide scholarship assistance to students and support for faculty, campus activities and vital programs at the University of Central Oklahoma.
Area Served
Area Served
Geographic Area Served
Central Oklahoma
Central Oklahoma
Service Categories
Secondary Organizational Category Education/Scholarships & Student Financial Aid
Tertiary Organizational Category Education/Universities
Programs
Description
The University of Central Oklahoma has increased our support of students through scholarships; but it isn't enough.  We currently award only 1 of every 17 students at Central a scholarship.  They need more.  Approximately 62 percent of our students, who walk by Old North each day on their way to class, eager to become university graduates, are receiving $92 million in financial aid each year through loans, Pell Grants, tuition waivers or donor driven scholarship support.  As of 2012 the average amount of loan debt for our students upon graduation is $24,000.  Our fear is that many of these students will never realize their dreams of becoming univerity graduates due to the increasing cost of higher education and unforeseen financial circumstances.  The time to change is now. Our vision for the future of Central is to be able to suuport half of our student body, approximately 8,500 students, each year by helping finance their journey to attain either a bachelor's or master's degree.  
Strategy
Population Served General/Unspecified General/Unspecified General/Unspecified
Description
A student walks in, takes a seat and his life is changed forever.  This is his future and without the professor, a classroom becomes just a room.  At Central, we take utmost pride in providing our students with a forward-thinking, hands-on transformative education.  We hire faculty who share their talent and expertise with students encouraging them to not just listen, but to learn from valuable hands-on research experiences.  Our students deserve the best.  Hiring faculty members like Dr. Wei Chen, 2008 United States Professor of the Year, who leads student focused projects through undergraduate research, is a top initiative for the continued success and growth of Central.  A professor's  job includes  much more than just his work in the classroom.  Our faculty work diligently year-round to secure private and government support for their classrooms and research activities.  In 2011, we secured more than $5.5 million to support their efforts of providing students with the most interactive and transformative teaching in the state and nation.  But we must not stop there.  They need more help.  The return on investment is priceless.  The activities that are developed and implemented in their classes enhance the learning experience far beyond the four walls of a classroom, keeping our students continuously engaged in the learning process.  This in turn increases retention rates and the number of students learning and living in Oklahoma, and only enhances the science and technology hub that our state has become.  Your investment in the teaching and research at Central is invaluable to not only the univeristy, but also our state.
Strategy
Population Served General/Unspecified General/Unspecified General/Unspecified
Description
Urban Teacher Preparation Academy, W. Roger Webb Forsensic Science Institute, the Academy of Contemporary Music -- these programs are just a few examples of who we are. To innovate, collaborate and plan an education with a sincere purpose -- these are examples of what we do. We know that an investment in support of Central Programs has a direct impact on our state and nation's economies. We create programs of purpose. As the metropolitian university in the state, we continue to seek out collaborative partnerships with the state of Oklahoma, national and international businesses and other varying opportunities that enhance our students' learning and actively assist our community. Additionally, the UCO Jazz Lab has landed Central in the top echelon for jazz music studies.  In regards to athletic programs, it also is important to note that the Central Men's Basketball Team is the three-time defending Lone-Star Conference North Division Champion and the Women's Softball Team finished their 2013 season with the national championship win. Through our status as an official U.S. Olympic and Paralympic Training Site, we offer competitive sports programs for the physically disabled athletes, military service verterans and able-bodied athletes from all over the country. Central offers Oklahoma's only Master of Science in Athletic Training, the only Bachelor of Arts in Dance Education and the state's only Bachelor of Science in Biomedical Engineerning. It is through private investors to Central's programs that we will continue to be the first university to respond to the needs of our students, the growth of industry standards and our state's economy. With your financial help Central's cutting-edge programming will continue to expand and grow.
Strategy
Population Served General/Unspecified General/Unspecified General/Unspecified
Description
Old North occupies an important place in the history of the Univeristy of Central Oklahoma, Edmond and Oklahoma higher education.  Construction on the original plans for Old North was completed in the summer of 1892 and over the past 120 years, it has served as the icon of the univeristy and as an important center for educational activities on campus.  Old North serves as a symbolic reminder of the university's rich beginnings and a beacon of promise to all who view it.  Due to structual compromises caused by aging, Old North was closed in 2002 resulting in the loss of a number of classrooms and the relocation of approximately 40 facutly and staff offices.  The renovation and restoration of Old North is necessary for several important reasons.  As a symbol, landmark and icon of our institutions, the renovation of Old North represents an important link to our history and institutional indentity.  With a tribute to your alma mater, the space within a renovate Old North will once again house learning at Central through state-of-the-art classrooms and faculty office space. 
Strategy
Population Served General/Unspecified General/Unspecified General/Unspecified
Description
The opportunity to embark on life's journey with the support of a Central education began with the first graduating class in 1897.  Five students made up that first class, which was then known as the Territorial Normal School of Oklahoma.  Each graduate went on to successful carreers as lawyers, teachers and civic servants.  They were much like our graduates today - full of hope and determination and knowing that despite any challenges, just how important it is to keep looking forward.  At Central, we strive to move forward -- demanding transformational forward-thinking initiatives in the classroom and community. Central's Fund for the Future will help pave the way for the exciting potential to come.  The acknowledgement of your plans and provisions in your bequest will leave a legacy for generations to achieve the power that education gives each one of us.  By naming Central as a benefactor of your will, you are honoring the brilliant minds that have come before you and those in the future who will make a mark on our community, state and world. 
Strategy
Population Served General/Unspecified General/Unspecified General/Unspecified
Comments on Programs
CEO/Executive Director/Board Comments
Who We Are -- We are on Forbes Magazine's list of the Nation's Best Universities and take pride in our efforts to cultivate creativity and innovation in every corner of our 210-acre campus, creating a culture of change where students learn, lead and service.  We are ranked among the top universities nationally in residence life and as one of the top universitities to work for by the Chroncicle of Higher Education.  We also are proudly recognized as a national leader for our sustainable and "green" practices and were named as an official "Green Power Partner" of the U.S. Enviornmental Protection Agency.  We remain the only university in our nation named an official U.S. Olympic and Paralympic Training Site.
 
What We Do Matters -- Our graduates enter the Oklahoma workforce equipped with the knowledge, problem-solving and leadership skills, civic engagement experiences and global comptencies needed to serve as effective leaders in their professional fields and committed citizens to the communities they serve.  Central students, faculty, staff and alumni continue to challenge the traditional ivory-tower mindset by opening doors to innovative partnerships with the state of Oklahoma and both national and international businesses.  From the highly acclaimed Academy of Contemporary Music to the natioinally recognized W. Roger Webb Forensic Science Institute, we know our graduates benefit from creative opportunities not experienced elsewhere in our state.  We have the tools in place to remain competitive in higher education for years to come.  But we can't stop there.
CEO/Executive Director
CEO/Executive Director Anne Holzberlein
Start Date Dec 2004
Email aholzberlein@uco.edu
Senior Staff
NameTitle
Reagan HamlinAssistant Vice President
Brenda KnottAssociate Vice President
Staff
Number of Full-time Staff 17
Number of Part-time Staff 0
Number of Contract Staff 0
Number of Volunteers 0
Are professional development opportunities provided? Yes
Does CEO/Executive Director have formal evaluations? Yes
Management reports to board? Yes
Staff Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 16
Hispanic/Latino 0
Native American/American Indian 0
Other 1 0
Staff Demographics - Gender
Male 2
Female 14
Organizational Plans
Fundraising Plan No
Communication Plan No
Strategic Plan Under Development
Management Succession Plan Under Development
Organization Policies and Procedures No
Board Chair
Name Keith Kersten
Company Affiliation First United Bank
Term July 2016 to June 2018
Board of Directors
List Current as of July 01, 2016
Board of Directors List
NameAffiliationStatus
Tim Adler BKD, LLPVoting
Ancel Airington Ancel Arrington & AssociatesVoting
Lee Beasley Endodontic AssociatesVoting
Sherry Beasley Interior Images, Inc.Voting
Dusty Boren Voting
Ruth Boss RE/MAX Asociates RealtorsVoting
Stacy Bozarth Jazzercize EdmondVoting
Margaret Brisch RetiredVoting
Victoria Caldwell ReMax Real EstateVoting
Jill Castilla Citizens Bank of EdmondVoting
Mike Collison OPUBCONonVoting
John Gladden Delta Dental of Oklahoma
Joshua Hart
Darren Helm MIDCOM Data Services, LLCVoting
Ana Carmina Herrera Voting
Candace Hobbs Voting
Janet Hudson Community VolunteerVoting
Peggy Kates Midwest WreckingVoting
Keith Kersten Arvest BankVoting
Michael Kloiber Tinker Federal Credit UnionVoting
Thomas Kupiec
Emily Lang Price Lang ConsultingVoting
Dave Lopez Voting
Judy Love Judy Love SpecialitiesNonVoting
Ed Martin Ackerman McQueenNonVoting
Kelly McConnell Community VolunteerVoting
Josh Moore Commercial ManagerVoting
Michael Moore
Mike Patterson Voting
Gerry Pinkston Professor Emeritus UCOVoting
Brad Pumphrey D. Brad Pumphrey, CPA, PLLCVoting
Randy Ross Oklahoma Board of AccountancyVoting
Todd Russell
Lee Sherman Voting
Carolyn Stager Oklahoma Municipal LeagueVoting
Sheila Stinson Voting
Scott Streller
James Stuart Stuart, Clover, Duran & Thomas, VorndranVoting
Natalie Taylor Voting
Mark Temple Temple Funeral DirectorsVoting
David Thompson Retired InvesTrustNonVoting
Tom Thompson D A Davidson & CompanyVoting
Quin Tran-Dykstra
Max Tuepker Max C. Tuepker, P.C.Voting
Todd Wekenborg Sonic CorporationVoting
Larry Westmoreland Professor Emeritus UCOVoting
Garland Wilkinson
Paige Williams Voting
Board Demographics - Gender
Male 28
Female 20
Standing Committees
Donor Services
Board Governance
Trusteeship
Executive
Finance
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Investment
Current Fiscal Year
Fiscal Year July 01, 2016-June 30, 2017
Current Year Budgeted Total Income $420,000
Current Year Budgeted Total Expenses $407,700
Financial Documents
Form 9902015
9902014
9902013
9902012
9902011
9902010
IRS Letter of Determination
Prior Three Years' Financial History
Revenue and ExpensesHelpFinancial data for prior years is entered by foundation staff based on the documents submitted by nonprofit organizations.Foundation staff members enter this information to assure consistency in the presentation of financial data across all organizations.
Fiscal Year201520142013
Total Revenue$4,644,123$5,624,649$6,892,953
Total Expenses$11,738,801$1,745,543$1,882,723
Revenue Less Expenses($7,094,678)$3,879,106$5,010,230
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201520142013
Contributions------
Foundation and
Corporation Contributions
$4,168,666$2,469,654$5,979,414
Government Contributions$0$0$0
Federal------
State------
Local------
Unspecified------
Individual Contributions------
------
$164,047$187,276$157,607
Investment Income, Net of Losses$646,834$496,116$484,579
Unrealized Gain/Loss($481,892)$2,470,134$271,353
Membership Dues------
Special Events------
Revenue In-Kind------
Other$146,468$1,469--
Expense Allocation
Fiscal Year201520142013
Program Expense$10,903,849$1,266,913$1,394,968
Administration Expense$742,481$440,660$457,983
Fundraising Expense$92,471$37,970$29,772
Payments to Affiliates------
Total Revenue/Total Expenses0.403.223.66
Program Expense/Total Expenses93%73%74%
Fundraising Expense/Contributed Revenue2%2%0%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$32,036,919$39,340,231$35,343,063
Current Assets$86,852$104,115$30,132
Long-Term Liabilities$633,839$684,141$733,303
Current Liabilities$937,615$1,095,947$928,723
Total Net Assets$30,465,465$37,560,143$33,681,037
Solvency
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities0.090.100.03
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets2%2%2%
Funding Sources
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountFoundation & Corporations $4,168,666Realized & Unrealized $2,470,134Foundations & Corporations $5,979,414
Second Highest Funding Source & Dollar AmountInvestment Income $646,834Foundation & Corporations $2,469,654Investment Income $484,579
Third Highest Funding Source & Dollar AmountEarned Revenue $164,047Investment Income $496,116Realized & Unrealized $271,353
Endowment? Yes
Endowment Spending Policy Income Only
Endowment Spending Policy Percentage (if selected) 5.5 %
Credit Line? Yes
Reserve Fund? Yes
Capital Campaign
Currently in a Capital Campaign? No
Campaign Purpose Support of Student; Support of Teachers; Support of Programs; Support of Facilities; Funds for the Future
Campaign Dates Sept 2008 to June 2015
Amount Raised To Date $0 as of June 2015
Capital Campaign Anticipated in Next Five Years? Yes
Comments on Financials
Foundation Staff Comments
All prior year financial information is from audited financial statements.
 
FY2015, "Other Revenue" includes a $134,718 for a gain on sale of property and equipment. 
 
Organizations with a GiveSmartOKC profile are responsible for updating information annually within 45 days following the end of their fiscal year.
 
Address 100 N University Dr
Evans Hall, Room 102
Edmond, OK 73034
Primary Phone 405 974-2770
Contact Email hfieth@uco.edu
Give with Credit Card http://www.ucogiving.org
Give to Endowment http://occf.org/ucof/
CEO/Executive Director Anne Holzberlein
Board Chair Keith Kersten
Board Chair Company Affiliation First United Bank