SWOSU FoundationAnnual Report

2013

Southwestern Oklahoma State University Foundation, Inc.

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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 MoggChair – Board of Trustees

Letter from the Chair

Southwestern Oklahoma State University Foundation, Inc.

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Board of Trustees

Officers

Chairman – Jim Mogg1st Vice Chair – Carl Hook 2nd Vice Chair – Everett DobsonSecretary – Harvey MintonTreasurer – Dianne HunterPast Chair – Don Weeks

Board

E. Vann Greer Andrews Bill Bernhardt George CohlmiaEverett Dobson Brice HarrisRichard Hasley Carl Hook Dianne Hunter Harvey Minton Jim Mogg Ron Polston Don Roberts Homer Ryan Joey SagerNelson Sims Don Weeks

Ex-Officio

Randy Beutler Tom Fagan Lynne Thurman Tom Stafford Jennifer Dickey Kari Jones Anita Wichert Steffanie McKee

STANDING COMMITTEES

Audit committee Corporate Governance & Nominating Committee Development CommitteeFinance CommitteeInvestment Committee Properties Committee Scholarship Committee

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Southwestern Oklahoma State University Foundation, Inc.

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Foundation MissionThe 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 determined by the Internal Revenue Service.

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Southwestern Oklahoma State University Foundation, Inc.

 New  Gi's  29.7%  

Program  Services  14.4%  

Life  Insurance  /Trusts  1.6%  

Investments  54%  

Other  .3%  

The Numbers ASSETS 2013 (unaudited) 2012 2011Cash 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

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

Southwestern Oklahoma State University Foundation, Inc.

$20,000+Tom FaganCynthia FoustBlake Sonobe

$10,000+Stephen BurgessKenneth Rose

$5,000+Brenda BurgessTerry SegressRoland Seibert

$1,000 Brian AdlerRadwan AljarrahDavid AltlandArden AspedonMary AspedonSue BallHerbert Bergman III Hung-Chieh ChangSteven CorbinLes CrallMichael DoughertyGerry EastMary Ferrell Barry GalesMark GalesVictoria GaydosikMidge GerberPeter GrantDon GrothLori GwynPatti HarperVicki HattonJohn HaydenJames HunsickerJimmy Ray JamesJill JonesRobin JonesBobby Klaassen

Connie LaneJoe LondonLarry McKeeNina MorrisSteven O’NealPatsy ParkerBarbara PattersonRonald SegalPaul SharpRick SkinnerJames SouthMark TippinJames WaitesRoberta Gail WilcoxDon WilsonJonathan WoltzPaulette Woods

14 Consecutive YearsBrian AdlerLes CrallGerry EastTom FaganNina MorrisSteven O’NealKenneth RoseJames South 10+ YearsDavid AltlandSue BallMadeline BaugherBrenda BurgessSteven CorbinCynthia FoustPeter GrantVicki HattonJohn HaydenJames HunsickerJill JonesRobin JonesBobby KlaassenLarry McKee

Terry SegressRick SkinnerBlake SonobeJames WaitesRoberta Gail Wilcox

5+ YearsRadwan AljarrahArden AspedonMary AspedonTerry BilleyRick BolarScott CarpenterNan ChainHung-Chieh ChangMichael DoughertyMary FerrellGene FoustBarry GalesMark GalesDylan GatelyMidge GerberDon GrothMarvin HankinsJimmy Ray JamesRonald KistlerConnie LaneKim LiebscherJoe LondonSherron ManningBarbara PattersonNancy SandersRonald SegalRoland SeibertPaul SharpAlan ShockeyMark TippinWesley WarrenDon WilsonJonathan WoltzPaulette Woods

SWOSU Payroll Deduction Giving2000-2013

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Southwestern Oklahoma State University Foundation, Inc.

President’s Circle$5,000+

Duke’s Club$2,500-$4,999

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.

Aaron Custer Memorial FundAmerican Assoc. of University Women (AAUW)ASAP EnergyBank of Western OklahomaBill W. Fuller Revocable TrustChesapeake Davis-McElmurry Charitable TrustDobson Family FoundationDuke Energy FoundationErick Flowback Services Kelley JewelersNUCO Inc.ONEOK, INCPioneer CellularState Farm – Debbie ShepherdShriner-Smith Scholarship TrustSouthern Slope Trust - David SparksSouthwest National BankUCT Coatings Inc.Weatherford Arena BoardWright Broadcasting SystemJim AndrewsEvangeline AndrewsRandal BoseJ. Torrey CurtisDonald & Glenna HertzlerLinda Hertzler-CrumJoe Anna HiblerThomas HulseMichael JonesRobbie McCartyJimmy MoggRichard MooreMike MuncyMichael NorthPatti PerkinsDon RobertsEric SimmonsClarence Sturm

Aaron & Ed’s Rumble In The RedAlbert’s Truck Service & SupplyAmerican Electric Power/PSO of OK-Dist.CenterPoint EnergyCity of WeatherfordDelaware Resource GroupGuthrie Scottish Rite FoundationMagill Insurance & Real EstateM.D. Jirous FoundationOrthopedic AssociatesWeatherford Regional HospitalWells Fargo FoundationBuford AbeldtJames BatesThomas FaganJohn HaysDrew GurleyDavid & Dianne HunterLowell IrbyCandace KiehnBryce MurphyStephen NicholsValerie ReimersStanley RobertsonJoey SagerEvelyn Shephard Estate

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Southwestern Club$1,000-$2,499B.O.P Ram Block & Iron Rentals Bank of the WichitasBear ServicesBrown Oil ToolsCaddo Electric CoopCummins Auto Group

Southwestern Oklahoma State University Foundation, Inc.Richard RatcliffeSam RogersKenneth RoseRichard RyersonTony SayScott SearceyBlake SonobeJames & Janis SouthH.J. SullivanChesley WatkinsKenneth WheelerBranden WilburnMichael & Judy Wilkes

ExxonMobil FoundationFirst National Bank & Trust - Elk CityFollett’s University BookstoreFred’s Rat Hole ServiceHays Oil PropertiesJim Loomis ConstructionNational Christian FoundationSouthwest Distributing Co.Southwestern Pharmacy Alumni FoundationTroglin Tank Gauge ServicesWal-Mart Weatherford Area Chamber of CommerceWestern Chapter Oklahoma Society of CPA’sWestern Star Lodge #138Lisa AppedduGarabed ArmoudianRonald BarberPat BatemanLuAnn BeckloffRandy BeutlerMichael BlevinsBill BrewsterWilliam BuckleyJosh BunchStuart BurchettChris & Paige CraigheadBob DensmoreJohn & Brenda DonleyJerome DonohoeRonald FaulknerCynthia FoustWilliam Benny FrenchGoldie FriedrichEdwardene GarrisonJohn & Linda HaysFaye HensonLinda Hertzler-CrumBetty HolstedCarl HookLawayne JonesPark LangSandra LeonardSandra LewisMau LuongBobby MaynardWade McCoyMark McLeanWilliam MorrisEdward Neparko

Scholars$500-$999AAUW Of OklahomaAnadarko Dozer & Trucking Apache CorporationBar-S FoodsBruner FarmsCave City PharmacyCuster Dewey Washita OREADixon DrywallFirst State BankFlex-ChemGreat Plains National BankHeard-Knight Auction and Real EstateHenry Adams Companies Jarod Martindale MemorialLambda Tau Honor SocietyLee Office EquipmentPremier Real Estate of AdaR&J Kropp ServicesRoger Mills County Hospital AuthoritySouthwest State BankWarren and Sons Module HaulingWeatherford AAUWWesco Mechanical Arden & Mary AspedonMark BayMundy Berrong-GreenPat BodkinGary BrownReid BuckmasterBrenda BurgessPhilip BuseyRichard Castle

Southwestern Oklahoma State University Foundation, Inc.

Friends$100-$499

John ComstockChad CoxMichael DoughertyDavid DowningCherri EgglestonMike FarrisBradley FranzGary FrechDorothy N. FryPatrick FryTed GuffyLori GwynClark HallAndrea HolgadoHal HoltJames HunsickerMatthew JettBrian JoachimsKerry JonesDonald KerrWallice & Glenda KirkDarill LeverettJohn LudrickKenny MegetRobert MillsSheila MouseDavid MusserVance NyeDavid OsborneZach PattersonPaul PostiglioneMichelle QuinnCindy RamseyLouise ReynoldsJoe RidleyLloyd SearceyNarcisso Soliz Jr.Sherrill WhiteBeth WhitledgeCraig WohlersGary WolgamottJoanna Woodard

Affordable After Hours Health ClinicAla-Mo Automatic Data Processing Inc.Axa Foundation

Bank of HydroBeard & Johnson Kwik N EzeBlunck StudiosBoot ScootersBridges Realty GroupBuddy Trucking C & H Research Consultants, Inc.Cactus Plumbing of Ada Capital PlusCased Hole SolutionsChiropractic Physicians ClinicCoates and Rourke Agency Cole Trucking / Flint ColeConsolidated Oilfield Rentals, Inc.Creative MemoriesCrossfire Volleyball AcademyDel City Firefighters AssociationDLA Howe Inc.Doug Gray DodgeElk Supply CoEvans Family Revocable TrustEyecare of Western OKFraternal Order of PoliceGeorgetown PlumbingGranite Fiberglass Pools & SpasGreat Plains Well LoggingHoffman and AssociatesHutton, Inc.Jensen Living TrustJerry Waltrip FarmKansas City Autism Training Center, Inc.Ken’s Pest ControlKent Kering State FarmKevin Close Kiwash Electric CooperativeLaverett Rent Acct.Legacy BankLeslie’s Pool SuppliesLifeshare Transplant Donor Services of OklahomaMack’s GymMC PlumbingMcKinsey Ballard MotorsMeadowlake Enterprises, Inc.Merrifield Office & School SupplyMidwest Wrecking CompanyMitchell Haney and AssociatesNational Attachments Inc.Northfork Enterprises Inc.Payne Family PharmacyPrairie Lake FarmsRowe Law FirmSawatzky PaintingSecurity State BankShannon’s Custom Paint and Body

Southwestern Oklahoma State University Foundation, Inc.

Sides Screenprinting & MoreSmith AG CenterSorosis Club of WeatherfordSoutheastern Women’s Health CenterSouthwest Air Conditioning & HeatingSouthwestern Oklahoma Pizza CorpSpiffee CleanersState Farm Companies FoundationStephens Healthcare SpecialistsT & O Oilfield ServiceT-3 String UpTaber Brokerage ServicesTed Holt Flooring CenterThe Boyd Family TrustThe Phoenix Group Holding CompanyTLP Glasgow FamilyTroy Jones’ RentalsWagg’s Bar-B-QWeast ConstructionWeatherford Rotary ClubWestern Oklahoma NutritionWhinery Funeral HomeWilma James Farm Family Winding Creek Designs Inc.York Insurance AgencyZoes RestaurantCharles AbercrombieBrian AdlerWarren AkersDavid AltlandGerald AndersonRichard AndersonBianca AndreGeorge AtkinsBret BagleySue BallKendall BallewAmy BarnettR.W. & Madeline BaugherSarah BeitingerDianne BentleyPatricia Bevan DDS Terry BilleyGary BintzRickey G. BolarHarold BondsRobert BonillaChris BordelonMarjorie BoseAllen & Ruth BoydDonna BradfordDon BrazealKiley BrennfoerderKimberly Brickey

Mike BrownBrownie BrowneBradley BryantR. T. BucknellEleanor BurkeDaphne BurnsTravis CalkinsA.L. CantrellLeo CarbonaraGabriel CavazosHung-Chieh ChangHollie ChappellBruce CheathamMichael ClaussenDayna CokerDen ColeJoAnna CollinsTricia CollinsRobert CorbinSteven CorbinLes CrallAndrea CrosslinNorma CrosslinBenjamin CumbusRick CummingsDavid CunninghamRonald CunninghamScott CunninghamBurl DavisKelly DavisLinda DavisInez DawesNatasha DawsonKathy DayJennifer DickeyDuc DoLawrence DoggettWilliam DupreJason DupreeGerard EastStuart EastmanLouann EdwardsRobert ElrodRex EnterlineJane EppersonGreg ErpeldingCharles EtzkornDavid FahleKath FarnabyMr. & Mrs. FarnabyDennis FelgenhauerMary FerrellJ. David FloresJeremy Fowler

Elaine FransenLarry FreemanJohn Patrick GaddisBarry GalesMark GalesCarl GeorgeLeonard GillinghamJames GlasgowDamon GlassLonnie GlassGary GoodnightKevin GorePeter & Marcia GrantJames GreerPatrick HallMark HallRobert HamiltonLouAnn HanksJohn HargroveCorrena HarrisBrice HarrisJoe HartVicki HattonWally HaubGeorge HauserSandra HawsJohn HaydenMelissa HeardLenson HearnEdwin HelmBrian HildingerJeff HillGregory HindsJim HinzPatricia HoffmanJim HollisJack HollowJon HolmesCarroll HolstedRoderick HouserAiden HovdeGary HuckabayJames HushBert HutsonArnie IagoTodd IceCarol JacksonBill JacksonD.L. JamesonJerry JenisonKari JonesRobin JonesJay JonesSherry Jones

Southwestern Oklahoma State University Foundation, Inc.

Gregory JordanMary Lou KaiserBilly KarlinDiana KellyJeffrey KellyBilly KemphausTiffany KesslerSkip KlingmanRoland LachanceJane LaForceMax LaingCarolyn LairA.H. LassenJane LeahyCheri LemonsEric LevineLes & Linle LevyRick LindleyKelley LoganBrenda LouthanLadonna LucusBetty LyleSherron ManningDonald MansfieldLynn MartinEdward MartinSean MartinShane MartinJohn MayRichard MaysMark & Ann McAdamsRobert McAlisterMichael McClungJohn McDanielBryan McDonaldJack McKinnisLinda McMahonMaureen McWhirterTom MelsonDonnie MillenderChristi MillerRC MolerVincent MontgomeryD. Easter MooreDianna MorganThad MorganNina MorrisMichaela MoseleyRaymond MossSondra MungavenThomas MusserMasako NakaminamiLois Nason

Jeff NewsomeTheodore J. O’BrienDonice OdenSharon F OdleRichard OgdenKayla OlsonSteven & Kathleen O’NealPatsy ParkerBarbara PattersonPreston PattersonRobert PeakJames PearceScott PetersHerbert PierceDavid PlumleeJanye PointerBryan PowellMax PryorRoger PryorCarol RamosLeon RashLevi RhoadesRobert RichardsonGary RidleyDavid RittenhouseJoe RobertsJohn RobertsonFrank RogersBobby RolandJolene RollinsJohn RoseAubrey & Janice RothAnn RussellFusao SatoA.L. SaulsGary SchatzChristopher SchillingE SchmidtJodie SchutteJana Lou ScottRonald H. SegalR.W. SeibertKelly SelbyFred SelfRhonda ShephardJoel SilerGwen SimsRick SkinnerJ.R. SlaughterRobin SmithVal SmithLindey SmithGene Smith

Kathy SmithRose SmithShelley SpenserJohn Spitzer Jr.Larry SquiresAnthony StanfordLolly Stark WeatherCraig StirlingDouglas StirlingRonald StraubEdna SummersBetty SummersJon SummersN.D. TalkingtonKeith TalleyMarcy TannerMichael ThielHelen ThomasSam ThomasTodd & Lynne ThurmanCarolyn TorrenceDon TrotterCharles TuckerRoy VickBen VillinesEddie VowellPete WallJohn WallingJames WarkentinWes WarrenTabitha WarrenBasil WeatherlyCarmalieta WellsC.L. WhitingJerry WhitledgeJerome & Anita WichertDennis WickerRoberta WilcoxJeri WilkersonGreg WilliamsRonald WilliamsRocky WilsonJerry WilsonT.L. WilsonWarren WilsonSusan WinchesterMarc WinkelmanJonathan WoltzJohn & Paulette WoodsJimmy WrightKelley YoungAlane Zannotti

Southwestern Oklahoma State University Foundation, Inc.

Platinum Level$500,000+City of WeatherfordEverett DobsonPioneer Cellular Bill W. Fuller Revocable TrustFred & Twila Spunaugle Trust*H. F. Timmons

Gold Level$100,000+Jim & Peewee AndrewsASAP Energy, Inc./Rick & Sheila KochWilliam & Theta Juan Bernhardt*Winnie Ola Berrong*Mark & Connie BerrongChesapeake Energy Cowboy Wind/Alan SimmonsDavis-McElmurry Charitable Trust The First National Bank/Laurie ElzoLowell IrbyMichael JonesMasonic Charity Foundation of OklahomaWilma McElmurry Estate/C.B. GraftEddie Tom LakeyHomer RyanNelson & Janie SimsDavid & *Kay Sparks Thomas P. StaffordDon WeeksW.W. Ward Family Trust

Silver Level$50,000+Bank of Western Oklahoma/Jimmy & Marilyn HarrelJack & *Janet BonnyFred BurchDobson Cellular/Everett DobsonC. R. & Donna DopsonEd & Jewel HeilbronCarl & Sandra HookDavid & Diane HunterHarold JacksonKelley Jewelers, Inc./Kristen Kelley & Kim Ingram

SWOSU 2000-2013 Millennium GivingJim MoggRichard MooreEdward NeparkoMichael NorthShriner Smith Scholarship Trust/John MontgomeryBlake SonobeSandy StarkState Farm/Debbie ShepherdThe Sara Harris Van Horn Estate/Michael SmithElby Threadgill Estate/Vera DielWright Broadcasting/Harold Wright & Heston Wright

Bronze Level$25,000+ Active Chiropractic Health and Wellness CoAEP/PSO Jim & Beverly BakerBancFirst/Cody Bell & *Bruce VonTunglenBar S FoodsPat & *Randy Bateman/Betty HolsteadJames & Rosalie BatesBeutler and SonsJ C Cowboy’s/*Greg BlonienBluncks/*Dottie & Paul FlickCellularOneLamar & Opal CrallAaron Custer Memorial Delaware Resource Group/Philip & Brian BuseyDuke Energy/Jim MoggErick Flowback ServicesThomas & Cyndi FaganFarm Bureau/Gary Winters & Mark SchwartzFirst National Bank/Herschel BrewsterFirst National Bank & Trust/Scott MeachamDr. Cynthia & Gene FoustBenny & *ElGenia FrenchGranite Fiberglass Pools & SpasGreat Plains Coca ColaGuthrie Scottish Rite/Robert DavisDr. John & Linda HaysDr. Joe Anna HiblerHoneywell Foundation/Rita WilliamsThomas HulseInter BankJett Distributing/Matt Jett 11

Southwestern Oklahoma State University Foundation, Inc.

MD Jirous Foundation/Marvin JirousJones One P.C.Robert KingLegacy BankGladys Lewis Trust/Don RobertsMid First Bank/Carol SidesHarvey & Jean MintonNextera Energy*Ethel NunnOneOk Foundation INC/Ginny CrevelingRex & Michelle RyanCarl & Peggy ShaferCharley & 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 (lynne.thurman@swosu.edu or 580-774-3267). Thank you.

SWOSU Alumni AssociationSouthwest National Bank/Phillip DickeySuddenlinkTaco Mayo/Tommy MorrisUTC Coatings. Inc.Weatherford Regional HospitalLeon & Margaret Wesne *indicates deceased

For your convenience you can make your gift online at www.swosu.edu/foundation

Please direct my gift for the 2014 Annual Fund for:

❑ Where the need is greatest ❑ SWOSU Alumni

❑ College of Arts & Sciences ❑ Sayre Campus

❑ College of Professional & Graduate Studies

❑ College of Pharmacy ❑ Other____________

❑ $5,000 ❑ $1,000 ❑ $500 ❑ $100 or $______________

❑ $1,901 Presidential Partners ❑ Young Leaders

Please charge my: ❑ Visa ❑ Master Card

Acct. Number: _______________________ Exp. Date: ____

Signature: ________________________________________❑ Please send me information on joining the SWOSU Alumni Association-I want to show my SWOSU Pride!❑ I have enclosed my employer’s matching gift form

Name of company__________________________________

Name: _______________________________________________________Email___________________________________

Address______________________________________________________________________________________________

Join us as a partner in educationYour donation 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.

SWOSU Foundation, Inc.100 Campus Drive

Weatherford, OK 73096(580) 774-3267

www.swosu.edu