2013 SWOSU Foundation, Inc. Annual Report

SWOSU Foundation Annual Report 2013 Southwestern Oklahoma State University Foundation, Inc.

Letter from the Chair

Dear SWOSU Supporters:

On behalf of the Board of Trustees, it is my pleasure to present this annual report and thank you for your support.

During 2013, the board welcomed two new trustees: George Cohlmia and Brice Harris. These past SWOSU graduates are strongly committed to Southwestern and we anticipate we will value their experience and insights.

Through your continued support and the returns on your donations, we were able to grant over 250 scholarships in 2013-2014. Today the assets of the Foundation total $22,113,785.

State funding for the University’s operating budget has dropped from 82% in 1984 to the current 43.1%. To help the institution maintain its growth, it is vital that private support consistently increase.

Our Empowered2Xcel campaign goals will be increasing funds for our main priorities – students, programs, technology, facilities and future endowments. We are excited to lay this groundwork and to realize the vision and mission of the SWOSU Foundation.

Thanks again,

Jim Mogg Chair – Board of Trustees Southwestern Oklahoma State University Southwestern Oklahoma State University Foundation, Inc.

Board of Trustees

Officers Chairman – Jim Mogg 1st Vice Chair – Carl Hook 2nd Vice Chair – Everett Dobson Secretary – Harvey Minton Treasurer – Dianne Hunter Past Chair – Don Weeks

Board E. Vann Greer Andrews Bill Bernhardt George Cohlmia Everett Dobson Brice Harris Richard Hasley Carl Hook Dianne Hunter Harvey Minton Jim Mogg Ron Polston Don Roberts Homer Ryan Joey Sager Nelson Sims Don Weeks

Ex-Officio STANDING COMMITTEES Randy Beutler Audit committee Tom Fagan Corporate Governance & Nominating Committee Lynne Thurman Development Committee Tom Stafford Finance Committee Jennifer Dickey Investment Committee Kari Jones Properties Committee Anita Wichert Scholarship Committee Steffanie McKee 2 Southwestern Oklahoma State University Southwestern Oklahoma State University Foundation, Inc.

Foundation Mission

The purpose of the Southwestern Oklahoma State University Foundation, Inc., is to benefit, support and enhance the development and objectives of Southwestern Oklahoma State University. The primary mission of the Foundation is to fund scholarships to students attending Southwestern Oklahoma State University and provide resources to supplement University resources that are required to sustain operations. The efforts of the Foundation to generate funds shall be in alignment with the academic needs and priorities of the University. The Foundation shall insure integrity to meet donor expectations.

History of the Foundation

The SWOSU Foundation, Inc. was founded May 19, 1977 for the purpose of educational and scientific research. The Foundation is governed by a board of trustees who manage and control all business and property. The purpose of the Foundation is exclusively scientific, charitable, educational and artistic for the benefit of Southwestern Oklahoma State University.

The primary function of the Foundation is to provide, maintain, and grant scholarships to the students of Southwestern Oklahoma State University. The Foundation also supports the programs offered by Southwestern. In the area of development, the Foundation must assess the special needs of the University as a whole.

Southwestern Oklahoma State University Foundation, Inc. is audited annually by a qualified auditing firm. The Board of Regents of Oklahoma Colleges conducts special interest audits. The Foundation is a nonprofit, 501 (c) (3) organization as 3 determined by the Internal Revenue Service. Southwestern Oklahoma State University Southwestern Oklahoma State University Foundation, Inc.

The Numbers

ASSETS 2013 (unaudited) 2012 2011 Cash and cash equivalents $ 982,022 $ 319,418 $ 499,916 Accounts receivable $ 35,000 Interest receivable $ 22,443 Contributions receivable $ 17,789 $ 56,864 $ 158,910 Note receivable from related party $ 406,766 $ 470,766 Investments $16,862,725 $14,013,912 $12,794,511 Assets held for sale $ 40,000 Beneficial interest in perpetual trust $ 1,233,100 $ 1,233,100 $ 1,281,121 Property and equipment $ 705,462 $ 746,530 $ 787,598 Other Assets $ 2,504,896 $ 289,653 $ 268,363 Total Assets $22,305,994 $17,106,243 $16,318,628

2013 REVENUE Other New Gifts 29.7% .3% Program Services 14.4% Life Insurance/Trusts 1.6% Investments 54.0% Other .3% New Gi's 29.7%

Investments 54% Program Services 14.4% Life Insurance /Trusts 1.6% 4 Southwestern Oklahoma State University Foundation, Inc. SWOSU Payroll Deduction Giving 2000-2013

$20,000+ Connie Lane Terry Segress Tom Fagan Joe London Rick Skinner Cynthia Foust Larry McKee Blake Sonobe Blake Sonobe Nina Morris James Waites Steven O’Neal Roberta Gail Wilcox $10,000+ Patsy Parker Stephen Burgess Barbara Patterson 5+ Years Kenneth Rose Ronald Segal Radwan Aljarrah Paul Sharp Arden Aspedon $5,000+ Rick Skinner Mary Aspedon Brenda Burgess James South Terry Billey Terry Segress Mark Tippin Rick Bolar Roland Seibert James Waites Scott Carpenter Roberta Gail Wilcox Nan Chain $1,000 Don Wilson Hung-Chieh Chang Brian Adler Jonathan Woltz Michael Dougherty Radwan Aljarrah Paulette Woods Mary Ferrell David Altland Gene Foust Arden Aspedon 14 Consecutive Years Barry Gales Mary Aspedon Brian Adler Mark Gales Sue Ball Les Crall Dylan Gately Herbert Bergman III Gerry East Midge Gerber Hung-Chieh Chang Tom Fagan Don Groth Steven Corbin Nina Morris Marvin Hankins Les Crall Steven O’Neal Jimmy Ray James Michael Dougherty Kenneth Rose Ronald Kistler Gerry East James South Connie Lane Mary Ferrell Kim Liebscher Barry Gales 10+ Years Joe London Mark Gales David Altland Sherron Manning Victoria Gaydosik Sue Ball Barbara Patterson Midge Gerber Madeline Baugher Nancy Sanders Peter Grant Brenda Burgess Ronald Segal Don Groth Steven Corbin Roland Seibert Lori Gwyn Cynthia Foust Paul Sharp Patti Harper Peter Grant Alan Shockey Vicki Hatton Vicki Hatton Mark Tippin John Hayden John Hayden Wesley Warren James Hunsicker James Hunsicker Don Wilson Jimmy Ray James Jill Jones Jonathan Woltz Jill Jones Robin Jones Paulette Woods Robin Jones Bobby Klaassen Bobby Klaassen Larry McKee 5 Southwestern Oklahoma State University Foundation, Inc. Thank You for Your Generosity!

These donors generously made donations in 2013 to support Southwestern Oklahoma State Univeristy through the SWOSU Foundation. Because of their kindess, the Foundation can continue to support the students, programs and services of SWOSU.

President’s Circle Duke’s Club $5,000+ $2,500-$4,999 Aaron Custer Memorial Fund Aaron & Ed’s Rumble In The Red American Assoc. of University Women (AAUW) Albert’s Truck Service & Supply ASAP Energy American Electric Power/PSO of OK-Dist. Bank of Western Oklahoma CenterPoint Energy Bill W. Fuller Revocable Trust City of Weatherford Chesapeake Delaware Resource Group Davis-McElmurry Charitable Trust Guthrie Scottish Rite Foundation Dobson Family Foundation Magill Insurance & Real Estate Duke Energy Foundation M.D. Jirous Foundation Erick Flowback Services Orthopedic Associates Kelley Jewelers Weatherford Regional Hospital NUCO Inc. Wells Fargo Foundation ONEOK, INC Buford Abeldt Pioneer Cellular James Bates State Farm – Debbie Shepherd Thomas Fagan Shriner-Smith Scholarship Trust John Hays Southern Slope Trust - David Sparks Drew Gurley Southwest National Bank David & Dianne Hunter UCT Coatings Inc. Lowell Irby Weatherford Arena Board Candace Kiehn Wright Broadcasting System Bryce Murphy Jim Andrews Stephen Nichols Evangeline Andrews Valerie Reimers Randal Bose Stanley Robertson J. Torrey Curtis Joey Sager Donald & Glenna Hertzler Evelyn Shephard Estate Linda Hertzler-Crum Joe Anna Hibler Southwestern Club Thomas Hulse $1,000-$2,499 Michael Jones Robbie McCarty B.O.P Ram Block & Iron Rentals Jimmy Mogg Bank of the Wichitas Richard Moore Bear Services Mike Muncy Brown Oil Tools Michael North Caddo Electric Coop Patti Perkins Cummins Auto Group Don Roberts Eric Simmons Clarence Sturm 6 Southwestern Oklahoma State University Foundation, Inc.

ExxonMobil Foundation Richard Ratcliffe First National Bank & Trust - Elk City Sam Rogers Follett’s University Bookstore Kenneth Rose Fred’s Rat Hole Service Richard Ryerson Hays Oil Properties Tony Say Jim Loomis Construction Scott Searcey National Christian Foundation Blake Sonobe Southwest Distributing Co. James & Janis South Southwestern Pharmacy Alumni Foundation H.J. Sullivan Troglin Tank Gauge Services Chesley Watkins Wal-Mart Kenneth Wheeler Weatherford Area Chamber of Commerce Branden Wilburn Western Chapter Oklahoma Society of CPA’s Michael & Judy Wilkes Western Star Lodge #138 Lisa Appeddu Scholars Garabed Armoudian $500-$999 Ronald Barber Pat Bateman AAUW Of Oklahoma LuAnn Beckloff Anadarko Dozer & Trucking Randy Beutler Apache Corporation Michael Blevins Bar-S Foods Bill Brewster Bruner Farms William Buckley Cave City Pharmacy Josh Bunch Custer Dewey Washita OREA Stuart Burchett Dixon Drywall Chris & Paige Craighead First State Bank Bob Densmore Flex-Chem John & Brenda Donley Great Plains National Bank Jerome Donohoe Heard-Knight Auction and Real Estate Ronald Faulkner Henry Adams Companies Cynthia Foust Jarod Martindale Memorial William Benny French Lambda Tau Honor Society Goldie Friedrich Lee Office Equipment Edwardene Garrison Premier Real Estate of Ada John & Linda Hays R&J Kropp Services Faye Henson Roger Mills County Hospital Authority Linda Hertzler-Crum Southwest State Bank Betty Holsted Warren and Sons Module Hauling Carl Hook Weatherford AAUW Lawayne Jones Wesco Mechanical Park Lang Arden & Mary Aspedon Sandra Leonard Mark Bay Sandra Lewis Mundy Berrong-Green Mau Luong Pat Bodkin Bobby Maynard Gary Brown Wade McCoy Reid Buckmaster Mark McLean Brenda Burgess William Morris Philip Busey Edward Neparko Richard Castle Southwestern Oklahoma State University Foundation, Inc.

John Comstock Bank of Hydro Chad Cox Beard & Johnson Kwik N Eze Michael Dougherty Blunck Studios David Downing Boot Scooters Bridges Realty Group Cherri Eggleston Buddy Trucking Mike Farris C & H Research Consultants, Inc. Bradley Franz Cactus Plumbing of Ada Gary Frech Capital Plus Dorothy N. Fry Cased Hole Solutions Patrick Fry Chiropractic Physicians Clinic Ted Guffy Coates and Rourke Agency Lori Gwyn Cole Trucking / Flint Cole Clark Hall Consolidated Oilfield Rentals, Inc. Andrea Holgado Creative Memories Crossfire Volleyball Academy Hal Holt Del City Firefighters Association James Hunsicker DLA Howe Inc. Matthew Jett Doug Gray Dodge Brian Joachims Elk Supply Co Kerry Jones Evans Family Revocable Trust Donald Kerr Eyecare of Western OK Wallice & Glenda Kirk Fraternal Order of Police Darill Leverett Georgetown Plumbing John Ludrick Granite Fiberglass Pools & Spas Kenny Meget Great Plains Well Logging Hoffman and Associates Robert Mills Hutton, Inc. Sheila Mouse Jensen Living Trust David Musser Jerry Waltrip Farm Vance Nye Kansas City Autism Training Center, Inc. David Osborne Ken’s Pest Control Zach Patterson Kent Kering State Farm Paul Postiglione Kevin Close Michelle Quinn Kiwash Electric Cooperative Cindy Ramsey Laverett Rent Acct. Louise Reynolds Legacy Bank Leslie’s Pool Supplies Joe Ridley Lifeshare Transplant Donor Services of Oklahoma Lloyd Searcey Mack’s Gym Narcisso Soliz Jr. MC Plumbing Sherrill White McKinsey Ballard Motors Beth Whitledge Meadowlake Enterprises, Inc. Craig Wohlers Merrifield Office & School Supply Gary Wolgamott Midwest Wrecking Company Joanna Woodard Mitchell Haney and Associates National Attachments Inc. Friends Northfork Enterprises Inc. $100-$499 Payne Family Pharmacy Prairie Lake Farms Affordable After Hours Health Clinic Rowe Law Firm Ala-Mo Sawatzky Painting Automatic Data Processing Inc. Security State Bank Axa Foundation Shannon’s Custom Paint and Body Southwestern Oklahoma State University Foundation, Inc.

Sides Screenprinting & More Mike Brown Elaine Fransen Smith AG Center Brownie Browne Larry Freeman Sorosis Club of Weatherford Bradley Bryant John Patrick Gaddis Southeastern Women’s Health Center R. T. Bucknell Barry Gales Southwest Air Conditioning & Heating Eleanor Burke Mark Gales Southwestern Oklahoma Pizza Corp Daphne Burns Carl George Spiffee Cleaners Travis Calkins Leonard Gillingham State Farm Companies Foundation A.L. Cantrell James Glasgow Stephens Healthcare Specialists Leo Carbonara Damon Glass T & O Oilfield Service Gabriel Cavazos Lonnie Glass T-3 String Up Hung-Chieh Chang Gary Goodnight Taber Brokerage Services Hollie Chappell Kevin Gore Ted Holt Flooring Center Bruce Cheatham Peter & Marcia Grant The Boyd Family Trust Michael Claussen James Greer The Phoenix Group Holding Company Dayna Coker Patrick Hall TLP Glasgow Family Den Cole Mark Hall Troy Jones’ Rentals JoAnna Collins Robert Hamilton Wagg’s Bar-B-Q Tricia Collins LouAnn Hanks Weast Construction Robert Corbin John Hargrove Weatherford Rotary Club Steven Corbin Correna Harris Western Oklahoma Nutrition Les Crall Brice Harris Whinery Funeral Home Andrea Crosslin Joe Hart Wilma James Farm Family Norma Crosslin Vicki Hatton Winding Creek Designs Inc. Benjamin Cumbus Wally Haub York Insurance Agency Rick Cummings George Hauser Zoes Restaurant David Cunningham Sandra Haws Charles Abercrombie Ronald Cunningham John Hayden Brian Adler Scott Cunningham Melissa Heard Warren Akers Burl Davis Lenson Hearn David Altland Kelly Davis Edwin Helm Gerald Anderson Linda Davis Brian Hildinger Richard Anderson Inez Dawes Jeff Hill Bianca Andre Natasha Dawson Gregory Hinds George Atkins Kathy Day Jim Hinz Bret Bagley Jennifer Dickey Patricia Hoffman Sue Ball Duc Do Jim Hollis Kendall Ballew Lawrence Doggett Jack Hollow Amy Barnett William Dupre Jon Holmes R.W. & Madeline Baugher Jason Dupree Carroll Holsted Sarah Beitinger Gerard East Roderick Houser Dianne Bentley Stuart Eastman Aiden Hovde Patricia Bevan DDS Louann Edwards Gary Huckabay Terry Billey Robert Elrod James Hush Gary Bintz Rex Enterline Bert Hutson Rickey G. Bolar Jane Epperson Arnie Iago Harold Bonds Greg Erpelding Todd Ice Robert Bonilla Charles Etzkorn Carol Jackson Chris Bordelon David Fahle Bill Jackson Marjorie Bose Kath Farnaby D.L. Jameson Allen & Ruth Boyd Mr. & Mrs. Farnaby Jerry Jenison Donna Bradford Dennis Felgenhauer Kari Jones Don Brazeal Mary Ferrell Robin Jones Kiley Brennfoerder J. David Flores Jay Jones Kimberly Brickey Jeremy Fowler Sherry Jones Southwestern Oklahoma State University Foundation, Inc.

Gregory Jordan Jeff Newsome Kathy Smith Mary Lou Kaiser Theodore J. O’Brien Rose Smith Billy Karlin Donice Oden Shelley Spenser Diana Kelly Sharon F Odle John Spitzer Jr. Jeffrey Kelly Richard Ogden Larry Squires Billy Kemphaus Kayla Olson Anthony Stanford Tiffany Kessler Steven & Kathleen O’Neal Lolly Stark Weather Skip Klingman Patsy Parker Craig Stirling Roland Lachance Barbara Patterson Douglas Stirling Jane LaForce Preston Patterson Ronald Straub Max Laing Robert Peak Edna Summers Carolyn Lair James Pearce Betty Summers A.H. Lassen Scott Peters Jon Summers Jane Leahy Herbert Pierce N.D. Talkington Cheri Lemons David Plumlee Keith Talley Eric Levine Janye Pointer Marcy Tanner Les & Linle Levy Bryan Powell Michael Thiel Rick Lindley Max Pryor Helen Thomas Kelley Logan Roger Pryor Sam Thomas Brenda Louthan Carol Ramos Todd & Lynne Thurman Ladonna Lucus Leon Rash Carolyn Torrence Betty Lyle Levi Rhoades Don Trotter Sherron Manning Robert Richardson Charles Tucker Donald Mansfield Gary Ridley Roy Vick Lynn Martin David Rittenhouse Ben Villines Edward Martin Joe Roberts Eddie Vowell Sean Martin John Robertson Pete Wall Shane Martin Frank Rogers John Walling John May Bobby Roland James Warkentin Richard Mays Jolene Rollins Wes Warren Mark & Ann McAdams John Rose Tabitha Warren Robert McAlister Aubrey & Janice Roth Basil Weatherly Michael McClung Ann Russell Carmalieta Wells John McDaniel Fusao Sato C.L. Whiting Bryan McDonald A.L. Sauls Jerry Whitledge Jack McKinnis Gary Schatz Jerome & Anita Wichert Linda McMahon Christopher Schilling Dennis Wicker Maureen McWhirter E Schmidt Roberta Wilcox Tom Melson Jodie Schutte Jeri Wilkerson Donnie Millender Jana Lou Scott Greg Williams Christi Miller Ronald H. Segal Ronald Williams RC Moler R.W. Seibert Rocky Wilson Vincent Montgomery Kelly Selby Jerry Wilson D. Easter Moore Fred Self T.L. Wilson Dianna Morgan Rhonda Shephard Warren Wilson Thad Morgan Joel Siler Susan Winchester Nina Morris Gwen Sims Marc Winkelman Michaela Moseley Rick Skinner Jonathan Woltz Raymond Moss J.R. Slaughter John & Paulette Woods Sondra Mungaven Robin Smith Jimmy Wright Thomas Musser Val Smith Kelley Young Masako Nakaminami Lindey Smith Alane Zannotti Lois Nason Gene Smith

Southwestern Oklahoma State University Foundation, Inc. SWOSU 2000-2013 Millennium Giving Platinum Level Jim Mogg $500,000+ Richard Moore City of Weatherford Edward Neparko Everett Dobson Michael North Pioneer Cellular Shriner Smith Scholarship Trust/John Montgomery Bill W. Fuller Revocable Trust Blake Sonobe Fred & Twila Spunaugle Trust Sandy Stark *H. F. Timmons State Farm/Debbie Shepherd The Sara Harris Van Horn Estate/Michael Smith

Elby Threadgill Estate/Vera Diel Gold Level Wright Broadcasting/Harold Wright & Heston Wright $100,000+ Jim & Peewee Andrews ASAP Energy, Inc./Rick & Sheila Koch Bronze Level William & Theta Juan Bernhardt $25,000+ *Winnie Ola Berrong Active Chiropractic Health and Wellness Co *Mark & Connie Berrong AEP/PSO Chesapeake Energy Jim & Beverly Baker Cowboy Wind/Alan Simmons BancFirst/Cody Bell & *Bruce VonTunglen Davis-McElmurry Charitable Trust Bar S Foods The First National Bank/Laurie Elzo Pat & *Randy Bateman/Betty Holstead Lowell Irby James & Rosalie Bates Michael Jones Beutler and Sons Masonic Charity Foundation of Oklahoma J C Cowboy’s/*Greg Blonien Wilma McElmurry Estate/C.B. Graft Bluncks/*Dottie & Paul Flick Eddie Tom Lakey CellularOne Homer Ryan Lamar & Opal Crall Nelson & Janie Sims Aaron Custer Memorial David & *Kay Sparks Delaware Resource Group/Philip & Brian Busey Thomas P. Stafford Duke Energy/Jim Mogg Don Weeks Erick Flowback Services W.W. Ward Family Trust Thomas & Cyndi Fagan Farm Bureau/Gary Winters & Mark Schwartz First National Bank/Herschel Brewster Silver Level First National Bank & Trust/Scott Meacham $50,000+ Dr. Cynthia & Gene Foust Bank of Western Oklahoma/Jimmy & Marilyn Harrel Benny & *ElGenia French Jack & *Janet Bonny Granite Fiberglass Pools & Spas Fred Burch Great Plains Coca Cola Dobson Cellular/Everett Dobson Guthrie Scottish Rite/Robert Davis C. R. & Donna Dopson Dr. John & Linda Hays Ed & Jewel Heilbron Dr. Joe Anna Hibler Carl & Sandra Hook Honeywell Foundation/Rita Williams David & Diane Hunter Thomas Hulse Harold Jackson Inter Bank Kelley Jewelers, Inc./Kristen Kelley & Kim Ingram Jett Distributing/Matt Jett 11 Southwestern Oklahoma State University Foundation, Inc.

MD Jirous Foundation/Marvin Jirous SWOSU Alumni Association Jones One P.C. Southwest National Bank/Phillip Dickey Robert King Suddenlink Legacy Bank Taco Mayo/Tommy Morris Gladys Lewis Trust/Don Roberts UTC Coatings. Inc. Mid First Bank/Carol Sides Weatherford Regional Hospital Harvey & Jean Minton Leon & Margaret Wesne Nextera Energy *Ethel Nunn *indicates deceased OneOk Foundation INC/Ginny Creveling Rex & Michelle Ryan Carl & Peggy Shafer Charley & Doris Snyder

We have made every effort to create an accurate listing of all Southwestern Oklahoma State University contributors. If your name has been inadvertently omitted or incorrectly spelled, please accept our apologies and do not hesitate to contact us. If you have any questions or need further information about giving, please contact the SWOSU Foundation ([email protected] or 580-774-3267). Thank you.

oin us as a partner in education

Your Jdonation to the SWOSU Foundation makes a difference in the lives of our students. Your support helps us give them the unprecedented educational experience that is SWOSU’s hallmark. Your gift empowers SWOSU’s vision of excellence, professionalism and strength which is supported by a TRADITION of GIVING.

Please direct my gift for the 2014 Annual Fund for: Please charge my: ❑ Visa ❑ Master Card ❑ Where the need is greatest ❑ SWOSU Alumni Acct. Number: ______Exp. Date: ____ ❑ College of Arts & Sciences ❑ Sayre Campus Signature: ______❑ ❑ College of Professional & Graduate Studies Please send me information on joining the SWOSU Alumni Association-I want to show mySWOSU Pride! ❑ College of Pharmacy ❑ Other______❑ I have enclosed my employer’s matching gift form ❑ $5,000 ❑ $1,000 ❑ $500 ❑ $100 or $______Name of company______❑ $1,901 Presidential Partners ❑ Young Leaders Name: ______Email______

Address______

For your convenience you can make your gift online atwww.swosu.edu/foundation SWOSU Foundation, Inc. 100 Campus Drive Weatherford, OK 73096 (580) 774-3267