2026-04-22T09:55:32-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-07-01 731019001 PANHANDLE STATE FOUNDATION PANH 5803491394 PO BOX 430 GOODWELL OK 73939 CHYANNA BLACK EXECUTIVE DIRECTOR 5803491394 2026-04-16 1 1 KERRI N BOGDA P00760402 7177404863 2026-04-16 2024 2025-03-06 01:10:19Z CHYANNA BLACK PO BOX 430 GOODWELL OK 73939 3512173 0 X WWW.OPSU.EDU X 1961 OK PROVIDES SCHOLARSHIPS AND GENERAL SUPPORT FOR THE OKLAHOMA PANHANDLE STATE UNIVERSITY. 21 20 1 20 49587 49587 837850 1288492 0 0 2384299 2176538 1000 47143 3223149 3512173 279302 1403464 0 0 110146 121140 0 0 0 118214 164655 507662 1689259 2715487 1822914 22960744 24726948 268848 248828 22691896 24478120 TO PROVIDE EDUCATIONAL EXPERIENCES THAT ARE DESIGNED TO ENRICH THE PERSONAL LIVES OF STUDENTS AND TO PREPARE THEM FOR ROLES IN AGRICULTURE, BUSINESS, EDUCATION, GOVERNMENT, AND INDUSTRY. 0 0 953506 828715 THE FOUNDATION PROVIDES FUNDING TO THE OKLAHOMA PANHANDLE STATE UNIVERSITY TO SUPPORT VARIOUS EDUCATION PROGRAMS AND PROJECTS. 574749 574749 THE FOUNDATION PROVIDES FUNDING TO THE OKLAHOMA PANHANDLE STATE UNIVERSITY (OPSU) FOR STUDENT SCHOLARSHIPS. GENERAL DONATIONS TO OPSU FOR SCHOLARSHIPS: $230,000OPSU SELECTS THE SCHOLARSHIP RECIPIENTS.FOUNDATION PROGRAM AND ENDOWMENT SCHOLARSHIPS: $344,749THE FOUNDATION SELECTS SCHOLARSHIP RECIPIENTS THROUGH AN APPLICATION PROCESS AND DONOR CRITERIA. THE TOTAL NUMBER OF SCHOLARSHIPS AWARDED BY THE FOUNDATION IN FALL 2024 WAS 271 AND SPRING 2025 WAS 243. 1528255 1 1 0 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 21 20 0 0 1 0 0 0 0 1 1 0 0 1 0 0 0 1 0 0 OK X CHYANNA BLACK 5803491394 PO BOX 430 GOODWELL OK 73939 CHYANNA BLACK EXECUTIVE DIRECTOR 40.00 X X 0 0 64359 TRAVIS WOLF PRESIDENT 2.00 X X 0 0 0 DIANE MURPHEY 1ST VICE PRESIDENT 2.00 X X 0 0 0 SHAREN WILSON 2ND VICE PRESIDENT 2.00 X X 0 0 0 KATIE QUEBEDEAUX ALUMNI PRESIDENT 1.00 X 0 0 0 MEAGAN GREESON ALUMNI TREASURER 1.00 X 0 0 0 BENNY DAIN DIRECTOR 2.00 X 0 0 0 CAROL ALTOM DIRECTOR 1.00 X 0 0 0 DAVID PETTY DIRECTOR 1.00 X 0 0 0 DONNA LOGAN DIRECTOR 1.00 X 0 0 0 JACK STRAIN DIRECTOR 1.00 X 0 0 0 JIM OBLANDER DIRECTOR 1.00 X 0 0 0 JIMMY QUIMBY DIRECTOR 2.00 X 0 0 0 KIM PETERSON DIRECTOR 1.00 X 0 0 0 LLOYD LOOPER DIRECTOR 1.00 X 0 0 0 LOUISE WYRICK DIRECTOR 1.00 X 0 0 0 MIKE ROBERSTON DIRECTOR 1.00 X 0 0 0 ROGER MCKINNON DIRECTOR 1.00 X 0 0 0 RUSSELL EDENBOROUGH DIRECTOR 1.00 X 0 0 0 TODD MASON DIRECTOR 2.00 X 0 0 0 ZAC PERKINS DIRECTOR 1.00 X 0 0 0 0 0 64359 0 0 0 0 0 1288492 247038 1288492 540812 2993 537819 549 549 1635726 0 1635726 1635726 1635726 S-CORPORATION INCOME 551111 46594 46594 46594 3512173 0 49587 2174094 1058715 1058715 344749 344749 46030 36824 9206 57297 45838 11459 17813 14250 3563 265 265 26850 26850 104064 104064 255 255 7377 7377 611 611 RODEO EXPENSES 12228 12228 FOREIGN TAX EXPENSE 5342 5342 7663 7663 1689259 1528255 161004 0 675746 712743 441112 441815 10000 10000 10000 20356025 21705197 940000 1290000 537861 567193 22960744 24726948 19662 7256 238536 241572 10650 0 268848 248828 X 5113757 5534286 17578139 18943834 22691896 24478120 22960744 24726948 X 1822914 -66022 29332 X 0 1 X 0 0 X 1052676 1019722 1234434 837850 1288493 5433175 21015 0 21015 1052676 1040737 1234434 837850 1288493 5454190 1192389 4261801 993705 777350 655158 706881 538368 3671462 49587 49587 9175239 0.46450 0.47910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 15710827 412380 1478771 636374 16965604 15879543 837850 1140048 279302 17578139 12434757 1208564 1776547 459675 14960193 13192486 132394 -890123 12434757 0.03195 0.96804 1 0 10000 10000 10000 1290000 F 1290000 X 3391877 -66022 25800 29332 -10890 3402767 109406 109406 3512173 1605653 25800 25800 1579853 109406 109406 1689259 PART IV, LINE 2B: THE FOUNDATION HOLDS FUNDS AS CUSTODIAN FOR THE ALUMNI ASSOCIATION. PART V, LINE 4: THE ENDOWMENT FUND IS DESIGNATED FOR STUDENT SCHOLARSHIPS AT THE OKLAHOMA PANHANDLE STATE UNIVERSITY. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX ON ITS EXEMPT INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2025. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN TRUST VALUE 29,332. 1 OKLAHOMA PANHANDLE STATE UNIVERSITY PO BOX 430 GOODWELL OK 73939 736017987 828714 0 CONSTRUCTION, PROFESSIONAL DEVELOPMENT AND SUPPORT TO THE UNIVERSITY CLUB OKLAHOMA PANHANDLE STATE UNIVERSITY P O BOX 430 GOODWELL OK 73939 736017897 230000 0 SCHOLARSHIPS 1 SCHOLARSHIPS FOR TUITION 519 344749 PART I, LINE 2: THE FOUNDATION ONLY PROVIDES DONATIONS TO ITS RELATED ENTITY, OKLAHOMA PANHANDLE STATE UNIVERSITY (OPSU), AND THUS DOES NOT TRACK THE FUNDS GIVEN AFTER DISBURSEMENTS HAVE BEEN MADE. THE UNIVERSITY USES SPECIFIC CRITERIA AS DIRECTED BY DONORS TO DETERMINE WHICH STUDENTS ARE QUALIFIED FOR AND AWARDED SCHOLARSHIPS. THE SCHOLARSHIPS ARE OFFERED TO ALL STUDENTS WHO WILL BE ATTENDING OPSU. APPLICATIONS ARE ACCEPTED ONCE A YEAR. X 1 234810 COMPARABLE SALES X DINNERS 1 5706 COST X ITEMS DONATED FOR RODEO - WHEAT 1 5000 COMPARABLE SALES X PFMAA ART PIECES (FOR SCHOLARSHIP) 1 1140 AUCTION SALE PRICE X SPONSOR GIFT-FLOWERS 1 382 COST 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS LISTED IN COLUMN B REPRESENTS THE NUMBER OF DONORS. FORM 990, PART VI, SECTION A, LINE 4 ADMIN FEE POLICY FOR ENDOWMENTS UPDATED 1/2025. UPDATES TO "POLICY & PROCEDURE" FOCUSED ON EXECUTIVE DIRECTOR DUTIES, FUND USAGE, AND INVESTMENT POLICY INTEGRATION. THE EXECUTIVE COMMITTEE IN 4/4/25 MEETING VOTED TO PROCEED WITH MINIMAL CHANGEE TO CURRENT FORMAT, WHILE WE WORK ON A FULL POLICIES AND PROCEDURE MANUALS THAT INCLUDE A CONFLICT OF INTEREST, WHISTLEBLOWER, AND DOCUMENT RETENTION POLICIES. FORM 990, PART VI, SECTION B, LINE 11B CHYANNA BLACK, EXECUTIVE DIRECTOR, PERFORMS AN INITIAL REVIEW OF THE RETURN. THE RETURN IS THEN PROVIDED TO BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 15A THE FOUNDATION'S BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR OF THE FOUNDATION AND DOCUMENTS THE PROCESS IN THE BOARD MEETING MINUTES. THE BOARD OF DIRECTORS CONSULTS WITH THE OPSU PRESIDENT AND USES COMPARABILITY DATA BASED ON OTHER COMPARABLE DIRECTOR POSITIONS WITHIN THE UNIVERSITY. PERIODIC COST OF LIVING RAISES ARE GIVEN AT THE DISCRETION OF THE BOARD DURING THE BUDGETING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE AND ARE AVAILABLE BY REQUEST FROM THE FOUNDATION OFFICE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE - MITCHELL TRUST 29,332. OKLAHOMA PANHANDLE STATE UNIVERSITY PO BOX 430 GOODWELL OK 73939 736017897 HIGHER EDUCATION OK PUBLIC UNIVERSITY N/A 0 ALLIE MITCHELL CHARITABLE REMAINDER UNITRUST SCHOLARSHIP GRANTS OK T 12661 504016 1.00000 0 1 1 1 0 0 0 0 1 1 0 1 1 0 1 1 1 0 0 0