2013 Annual Report

Transcription

2013 Annual Report

Northeastern State University Foundation
2013 Annual Report
Contents
NSU Foundation
2013 Annual Report
Features
3
Letter from the NSU President
4
Board of Trustees
5
Letter from the Executive Director
7
NSU Foundation Growth
9Financials
10-11
Annually Funded Scholarships
& Programs
12-13
Endowments
14-15
Ways to Give
16-19
2013 Honor Roll of Donors
2
Northeastern State University Foundation | 2013 Annual Report
A Message From The President
Dear Friends:
On May 7, 2014 we held a grand celebration for the iconic symbol of Northeastern State
University – Seminary Hall. The original dedication of Seminary Hall was held 125 years
earlier on May 7, 1889. The “lamp of learning ignited in the wilderness” by the Cherokee
Nation in 1851, when the first Seminary for females opened on May 7 in Park Hill,
continues to burn brightly at NSU in 2014. As the Chief of the Cherokee Nation, Bill John
Baker, said during the 125th Anniversary Celebration, Seminary Hall unites the university,
the City of Tahlequah, and the Cherokee Nation. It also reminds us that so many have
given through the decades in support of quality education.
To commemorate the 125th Anniversary we created the Light The Way Scholarship Fund
and established a base goal of raising $125,000. The funds will be used to help students
who find themselves in a financial crisis that could not have been anticipated or avoided.
I am pleased to report that because many of you gave at least $1,000, the goal was met
and the fund is endowed. An application and review process is being developed and
funds will be available for the fall semester. I want to personally say thank you to each
of you who gave. Your contribution will be life-changing for our students. There is still
time to give to the Light The Way Fund and in fact, additional resources would enable
us to help meet the needs of more students. Over the past three years we have learned
through exit interviews that the number one reason students leave NSU is due to a
financial crisis. These are students who have met the admissions requirements and are
making the grades to stay enrolled.
The Light The Way Scholarship Fund is also the start of our next major fundraising
campaign. Peggy Glenn and I have spent the past 15 months visiting with all the
academic colleges and the campus-at-large to determine the real needs of our
competent faculty and staff. From these meetings we have identified four major
categories: Student Scholarship; Equipment and Technology; Endowed Chairs and
Professorships; and Bricks and Mortar. The campus community made it clear that the
biggest single need at Northeastern State University is to significantly increase the
number of student scholarships.
We have selected a consultant to help us conduct a feasibility study related to the Light
The Way Campaign. It is anticipated that the study will take approximately five months
to complete. We will be contacting many of you in the months ahead to get your views
as we determine the scope of the campaign. I hope you will participate fully during the
fact-finding portion of the campaign.
Many of you are President’s Circle donors which means you give at least $1,000 per
year to support NSU. Thank you! We know that the growth in the NSU Foundation’s
assets to more than $20 million as of mid-2014 — a
record high — would not be possible without you. Still,
we must enhance the culture of philanthropy to meet
the ever increasing needs in the years ahead. State
Appropriations are appreciated but we cannot expect
them to fund all our student needs. We need you to
help us.
Sincerely,
Dr. Steve Turner, President
www.nsugiving.com | 918-458-2143 | 812 N. Cedar Ave. | Tahlequah, OK 74464
3
Board of Trustees
Chair
Larry Dotson
Tahlequah, OK *
Vice Chair
Larry Adair
Stilwell, OK #
Secretary/Treasurer
Darrell Sullenger
Tulsa, OK +
Mike Fine
Tulsa, OK +
Jim Gore
Pryor, OK +
Todd Hembree
Tahlequah, OK *
James Howard
Tahlequah, OK *
William Langley, Jr.
Stilwell, OK #
Gary Parker
Muskogee, OK #
Wellon Poe, Jr.
Oklahoma City, OK *
Denise Roddy
Tulsa, OK +
Patty Skinner
Tahlequah, OK *
Dan Sullivan
Claremore, OK +
Maurice Turney
Tahlequah, OK *
* Term Expires 2014
# Term Expires 2015
+ Term Expires 2016
Gregg Wadley
Oklahoma City, OK *
Matthew Walker
Tahlequah, OK #
Craig Winters
Tulsa, OK +
Tina Young
Fort Gibson, OK #
Executive Director
Peggy Glenn
Foundation Accountant
Robin Johnson
Fo u n dati o n STaff
4
The Northeastern
State University
Foundation, Inc. is a
501(c)(3) nonprofit
corporation formed
exclusively to
support NSU.
A Message From the Executive Director
• NSU continues to make headway toward the goals set forth in “Destination 2023:
A 10-year road map of distinction through degree completion,” including a plan to
increase our annual number of degrees awarded to a minimum of 2,477 per year,
up from the baseline of 1,787 degrees conferred in 2011.
Milestones. They can mark the distance to a particular place, as did the actual
stones from which the word originated, or they can mark how far we’ve come, as in
anniversaries, birthdays, or graduations. Northeastern State University has some of both
this year, building on its solid foundation of providing quality public higher education in
northeast Oklahoma for over a century.
For example, several NSU structures are celebrating significant anniversary milestones
this year:
• The Gene Branscum Alumni Center turned 25 years old in April. Built by NSU’s
own Physical Plant employees as a gathering place for NSU alumni, the building’s
secondary purpose has transitioned from lodging for university guests to offices for
the NSU Foundation, NSU Alumni Association, and NSU Office of Development.
• Doc Wadley Stadium will be 50 years old this coming football season, following on the
heels of last year’s centennial celebration of football at NSU.
• The John Vaughan Library turns 65 years old as those born the year it was built
become eligible for Medicare. The structure has witnessed the creation of our
Archives and Special Collections, as well as the advent of computers and digital media.
• Seminary Hall celebrated its quasquicentennial (125th anniversary) in May with
Victorian-era decorations and costumes, a crowd of 300 people, and representatives
from the tribes, state government, student government, and our community.
• Our first-ever Master Plan for all three campuses was revealed earlier this year,
turning 16 months of student, employee and community input into a flexible
framework for development of all three campuses. See more at
http://www.nsuok.edu/masterplan/Documentation.aspx.
• With your support, the NSU Foundation provided a record $724,000 in scholarships
to NSU students in 2013, and by encouraging more students to apply for these
scholarships, we are helping increase the number of NSU students who graduate
debt-free.
We hope you will join us on campus this year to celebrate another annual milestone,
NSU Homecoming, on Friday and Saturday, October 24 and 25, 2014. The annual
Emerald Ball, whose proceeds go to NSU scholarships, will be held the Saturday evening
of Homecoming, so be sure to make your plans accordingly.
And let us know if you – or other NSU alumni – are celebrating a personal milestone
such as a new baby, nuptials, a significant anniversary, a new job, or a professional or
community achievement. C.S. Lewis, author of The
Chronicles of Narnia, once described a desolate road as
one “without milestones, without signposts.” So help us
honor the miles we’ve come as an institution of higher
education, and continue to support our university and
students as we map out where we’re going and how
we’ll get there.
And we’re posting new milestones to show how far we have to go:
• In May, President Turner announced the creation of the “Light the Way Scholarship,”
funded with $125,000 in private donations from many of you, to establish an
endowment for students who experience an unanticipated emergency that can be
overcome by a small scholarship or no-interest loan.
Peggy Glenn (’90), MPP, JD
Executive Director, NSU Foundation
5
I think it is one of the best
places you can put your money
because you can change
people’s lives with a college
education. I have seen people
come here from small towns
and big cities who really didn’t
understand what the real
world was like, and that is one
of the things that college can
do for anybody. It changes
their lives and gives them the
opportunities to be a person of
their full potential.
James K. Howard
NSU Foundation Trustee
Former NSU Vice President
6
$20,000,000
$15,000,000
NSU Foundation Growth
$10,000,000
$20,000,000
$5,000,000
$15,000,000
$0
$10,000,000
$20,000,000
$5,000,000
1,000
$15,000,000
$0
800
Total Assets (market value)
$10,000,000
$19,683,482
$20,000,000
$5,000,000
$15,000,000
$0
$13,192,542
$15,213,447 $15,035,874
$16,753,970
600
Number of Scholarships Awarded
1,000
400
800
200
879
902
2012
2013
746
689
612
600
0
$10,000,000
400
$800,000
200
$700,000
1,000
$5,000,000
800
$0
600
2009
2010
2011
2012
2013
0
Value of Scholarships Awarded
$500,000
0
$300,000
$800,000
$200,000
$700,000
$100,000
$600,000
$0
$500,000
$400,000
$300,000
$150,000
$200,000
$120,000
$100,000
$90,000$0
2009
2010
2011
Faculty & Staff Support
$300,000
$800,000
400
$700,000
200
$600,000
$400,000
$500,000
$400,000
$800,000
$300,000
$700,000
$200,000
$600,000
$100,000
$500,000
$0
$400,000
400
1,000
200
800
600
$600,000
0
$716,069
$724,485
$616,922
$450,803
$502,782
$200,000
$150,000
$100,000
$120,000
$0
$142,927
$104,768
$110,682
$111,947
2009
2010
2011
$138,618
$90,000
$150,000
$60,000
$120,000
$30,000
2009
2010
2011
2012
2013
$90,000
$0
$60,000
2012
2013
$30,000
$0
www.nsugiving.com
| 918-458-2143 | 812 N. Cedar Ave. | Tahlequah, OK 74464
7
8
Financials
Statement of Assets, Liabilities, and Net Assets— December 31, 2013 and 2012 (Audited)
Assets
Cash and Cash Equivalents
Investments
Accounts Receivable
Accrued Interest Receivable
Prepaid Insurance Expense
Cash Surrender Value-Life Insurance
Due from (to) other funds
Land
Total Assets
Liabilities and Net Assets
Charitable Gift Annuities Payable - Current
Charitable Gift Annuities Payable - Long-Term
Accounts Payable - Current
TOTAL LIABILITIES
NET ASSETS
TOTAL LIABILITIES AND NET ASSETS
UNRESTRICTED
TEMPORARILY
RESTRICTED
RESTRICTED
TOTALS
2013
TOTALS
2012
CHANGE
$325,202
–
–
–
$3,710
$19,744
$1,518,428
$112,703
$1,979,787
–
$4,830,565
–
–
–
–
$825,602
–
$5,656,167
–
$14,329,205
–
$13,485
–
$39,868
($2,344,029)
$9,000
$12,047,528
$325,202
$19,159,770
–
$13,485
$3,710
$59,612
–
$121,703
$19,683,482
$367,071
$16,190,638
–
$14,969
$3,439
$56,151
–
$121,703
$16,753,970
($41,869)
$2,969,133
–
($1,484)
$271
$3,461
(–)
–
$2,929,512
UNRESTRICTED
TEMPORARILY
RESTRICTED
RESTRICTED
TOTALS
2013
TOTALS
2012
CHANGE
–
–
–
–
$1,979,787
$1,979,787
$11,680
$9,301
$135
$21,116
$5,635,051
$5,656,167
–
–
–
–
$12,047,528
$12,047,528
$11,680
$9,301
$135
$21,116
$19,662,366
$19,683,482
$11,680
$12,821
$280
$24,781
$16,729,189
$16,753,970
–
($3,520)
($145)
-$3,665
$2,933,177
$2,929,512
Statement of Activity for the Year Ended— December 31, 2013 and 2012 (Audited)
Total Increases in Net Assets
Total Decreases in Net Assets
Net Increase (Decrease) in Net Assets
Transfers
Unrealized Gain (Loss) in Market Value
Change in Net Assets
Net Assets, Beginning of Year
Net Assets, End of Year
UNRESTRICTED
TEMPORARILY
RESTRICTED
$700,329
$597,521
$102,808
($22,553)
$144,892
$225,147
$1,754,640
$1,979,787
$1,487,972
$1,609,611
($121,639)
$390,967
$2,023,330
$2,292,657
$3,342,394
$5,635,051
RESTRICTED
$784,209
$422
$783,787
($368,414)
–
$415,373
$11,632,155
$12,047,528
TOTALS
2013
TOTALS
2012
CHANGE
$2,972,510
$2,207,555
$764,955
–
$2,168,222
$2,933,177
$16,729,189
$19,662,366
$2,280,117
$1,569,803
$710,314
–
$1,037,816
$1,748,130
$14,981,059
$16,729,189
$692,392
$637,752
$54,641
–
$1,130,406
$1,185,046
$1,748,130
$2,933,177
9
Annually Funded Scholarships & Programs
Scholarships
AAUW Scholarship
Darren & Eric Alexander Scholarship
Helen L. Alred Memorial Scholarship
Adopt-A-Player Scholarships
Dr. Sally Armstrong Scholarship
Dr. Janet Bahr Scholarship
Margret Blan Memorial Scholarship
Broken Arrow Community Scholarship
Bertie Carter Memorial Scholarship
Cherokee Promise Plus Scholarship
Kim Cherry Housing Scholarship
College of Education
General Scholarship Fund
College of Liberal Arts
College of Science & Health Professions
Dr. Randall Cox & Friends Scholarship
Don “Chief” Crittenden
Memorial Scholarship
Callie Davis & Kenneth E. Jones Sr.
Scholarship for Elementary Education
The Doors Scholarship
Phillip Driskill Scholarship
Charles Faudree Scholarship
Finance Alumni Scholarship
Mary Lou Chastain Floyd
Foundation for Tulsa Schools Scholarship
Kris Frye Memorial Scholarship
10
Toni Garner/Delta Zeta Scholarship
General Scholarships
Georgia-Pacific Foundation Scholarship
David Gordon Memorial Fund
Green Country Funeral Home Scholarship
Dr. Robert Greubel Memorial Scholarship
Ken and Leigh Ann Hancock Scholarship
Frank Haven Memorial Scholarship
Health Science Scholarship
Dr. William “Pipes” Heck
Ray Heinicke Memorial Scholarship
Matthew O. Henderson Scholarship
Wiley Charles Hickey
Kenneth Hoar Scholarship
Johnson Scholarship
Foundation Scholarship
Barbara Fern Jones & Delpha Mae Moore
Memorial Scholarship for Nursing
Dr. Tim Jones Memorial Scholarship
Deborah Joseph Memorial Scholarship
Lewis B. Ketchum Memorial Scholarship
Lambda Chi Alpha Scholarship
Licensing Scholarship
Light The Way Scholarships
Miss NSU Pageant Scholarships
NSU-Muskogee Scholarships
Lois Nichols Memorial Scholarship
Oklahoma Treatment Services Scholarship
Overcoming Adversity Scholarship
Warren D. Poteete Memorial Scholarship
President’s Leadership Class Scholarships
PIKE Alumni Association Scholarship
Betty Price Scholarship
Psychology & Counseling
Book Scholarship
Dr. Brian Rader Memorial Scholarship
RISE Scholarships
Herb Rozell Scholar Program
SNAG Scholarship
Scottish Rite/Rite Care Clinic Scholarship
Preston Smith Memorial Scholarship
Mary Stratton Optometry Award
Dr. Rennard Strickland Scholarship
Tau Kappa Epsilon Apollo Scholarship
Trail of Tears Remembrance
Association Scholarship
Robert S. & Helen Grey Trippet
Dr. Steve & Penny Turner Scholarship
William M. Ulrich Scholarship
Dr. Jim Walker Memorial Fund
Waters Health Scholarship
James W. Watkins & Irene Morgan-Watkins
Dr. Roger West Scholarship
Jerry White Memorial Scholarship
Lawrence White Family
Trapper Harmon White &
George Harmon White Sr.
William E. (Bill) White Scholarship
Joy Blakemore Wiseley
Anne & Henry Zarrow
PROGRAMS
Athletics
Adopt-A-Player Program
Athletics (general)
Baseball
Dr. Dan DeLoache Field Fund
Football
Hall of Honor
Men’s Basketball
Men’s Golf
Men’s Soccer
Multipurpose Event Center
NCAA Basketball Hall of Fame
Softball
Spirit Staff
Women’s Basketball
Women’s Golf
Women’s Soccer
Women’s Tennis
College of Business &
Technology
College of Business &
Technology (general)
Accounting & Finance
Environmental, Health, & Safety Program
Hospitality & Tourism Management
Info Systems & Technology
Info Systems & Technology-Broken Arrow
Management
Vita Program-Broken Arrow
College of Education (general)
College of Education-Broken Arrow
Bagley Alumni Fund
Curriculum & Instruction
Early Childhood
EFL: Teaching & School Administration
Edubots (Education Robotics)
Elementary Education
Full Intern Award
Dr. Kay Grant Retirement Fund
Health & Kinesiology
International Activity Fund
Psychology & Counseling
Psychology Student Research
Reading
Reading-Broken Arrow
Resource Room
Special Education
Student Council for Exceptional Children
Wadley Center Book Fund
Capitola “Cappi” Wadley Reading
& Technology Center
College of Liberal Arts
College of Liberal Arts (general)
Advertising Club
Army ROTC Cadet Fund
Art
Band
Cherokee Language
Choral
Criminal Justice
Criminal Justice-Broken Arrow
Debate
Drama
Galaxy of Stars
Geography
Humanities
Jazz Studies
Landforms Geography Field Trips
Language & Literature
Language & Literature-Broken Arrow
Media Studies
Music
Opera/Theatre Workshop
Piano
Political Science
River City Players
Social Work
Social Sciences
Spanish
Summer Camps
Carrie Underwood Downtown Country
Dr. Sharon Winn Memorial Fund
Writing Center-Broken Arrow
NSU Oklahoma College of
Optometry
NSUOCO (general)
Clinical Equipment Planned Replacement
Design & Planning Fund
Embrace the Vision General Fund
George Foster Legacy Fund
Low Vision Room
Tahlequah Campus Specialty Care Clinic
Lesley L. Walls Vision Center at NSU-BA
College of Science &
Health Professions
College of Science &
Health Professions (general)
Biology
Chemistry
Computer Science
Environmental Science
Family & Consumer Sciences
Geology Field Trips
Math
Natural Sciences
Nursing Faculty Development
Occupational Therapy Lab
Occupational Therapy Program
Science Building
Speech Language Pathology
Other
Administration Building 1st Floor
Women’s Bathroom
Alumni Association
American Indian Alumni Association
Society of American Indian Professionals
Archives
Auxiliary Services
BancFirst Centennial Fund
The Big Event
Bob Berry Beautification Fund
Broken Arrow Campus
Business Affairs-Broken Arrow
Campus Beautification
Campus Police
Career Services
CASE Building
Center for Teaching & Learning
Communications & Marketing
Continuing Education
Delta Leadership Program-Broken Arrow
Enrollment Management-Broken Arrow
FlintCo Fund
Graduate College
Great Expectations
Green & White Room Renovation
Haskell Hall Renovations
Honors Program
Housing/Residential Life
Human Resources Training
Indigenous Leadership Center
Jack Dobbins Court
James Kimbrough Living Garden
Library Beautification
Sarah Brick Archer Library Memorial Fund
Library-Broken Arrow
Maintenance-Broken Arrow
Clarence G. Oliver Plaza
Physical Plant Maintenance
President’s Leadership Class Activity Fund
President’s Ambassador Network
President’s Discretionary Fund
President’s Professional Development
Redmen Heritage Wall
Riverhawk Food Pantry
Senior Class Gift
Staff Council
Student Affairs
Student Affairs-Broken Arrow
Student Affairs-Health/Wellness
Student Affairs-Leadership/Service
Student Catastrophic Event
Student Financial Services
Student Financial Services-Broken Arrow
Mike Synar Technology Center
Symposium on the American Indian
University Center-Equipment/Renovations
Video Technology Services
Winters PLC Program Fund
11
Endowments
Larry Adair
Leadership Scholarship
Larry Adair Lectureship Series
in Government & Public Policy
Adanedi Scholarship
AFVA Family Scholarship
American Indian Merit
Award Scholarship
George K. Antoine Scholarship
Fannie Baker
Buck Ballard
Louise Covey Ballard
William H. Ballard
Mary & Harold Battenfield
Scholarship Endowment
MSG Michael Beck
Superior Cadet Award
Ed & Denise Bell Scholarship
Wesley “Dub” Berry
Donald & Mari Betz
Global Citizen Scholarship
Dr. Debra Bezan Geriatric
Optometry Scholarship
Marie Bishop Early Childhood/
Elementary Education
Scholarship
James H. & Norma R. Blossom
Dr. Kirk Boatright Endowed
Professorship in Optometry
12
Susan E. Brackett Endowed Chair
Nell Stapler Bradshaw II
Gene & Helen
Branscum Scholarship
Bricks & Windows
Scholarship Fund
Marjory Hensley
Bright Scholarship
Broken Arrow Chamber
of Commerce Scholarship
Dr. Sara Brown Scholarship
Buffington/Shannon/
Caris Scholarship
Dr. Richard B. Bullock Scholarship
Jerri Chandler Burrows
Vernon & Mary Helen Burrows
Freda James Burtner
PLC Endowment
Campus Bench Endowment
Lela Canada Scholarship
John & Janice
Carletti Endowment
Christa Carlton Scholarship
Dr. Ron Carter
Castleberry Family Scholarship
Bryan “Jake” Chanate Memorial
American Indian Scholarship
Elise Manus Chance
Circle of Excellence
Awards Endowment
James & Susie Coats
Jack & Jane Cochran Scholarship
Bertie Craig Cooper Scholarship
Corn/Stern Family Endowment
Crafton & Leoser Families
Scholarship for
Non-Traditional Students
John & Marguerite Crittenden
Bob Cunningham
Faye Cunningham
Lynn A. Cyert Award
for Excellence in
Pediatric Optometry
Alice Davis Memorial Scholarship
Zoe Davis Memorial Scholarship
Deem/Smith/
deSteiguer Endowment
Descendants of
Cherokee Seminaries
Students Scholarship
Dewberry Faculty Award
Martha Poynor Dickerson
Alpha Sigma Alpha Sorority
Endowed Scholarship
Zula Belle Dobbins
L. L. Dockrey
Endowed Scholarship
Fred Dupy Scholarship
John C. and Hazel P. Eddings
Endowed Chair in the
John C. and Hazel P. Eddings
Scholarship for the
President’s Leadership Class
John C. and Hazel P. Eddings Scholarship for the
Drew Edmondson
Debate Scholarship
Embrace the Vision
Entrepreneurship
Lectureship Series
Freddie Lou Etter
Library Endowment
Eversole Family Fund for
Media Studies
Mary Elizabeth Crittenden
Fain & I. A. Fain
Endowed Book Scholarship
Jacob Farinelli/Joe Davis
Merle & Lucille Gilbert Farnsworth
Kay Felts Memorial Scholarship
Elvin W. Fenton, OD Scholarship
Mike Fine Scholarship
Charles Lafayette Ford
Dorothy Frie Scholarship
Dorothy G. Frie Health &
Kinesiology Scholarship
Jesse & Marilyn Gailey
Endowed Professorship
Toni Garner College of Business
& Technology Endowment
Debbie (Wing) Garrett
Phyllis Garroutte
General Scholarship Endowment
Green Country
Funeral Home Scholarship
Jess & Gladys Grider
Dr. Everett Grigsby
John H. Grubbs II Memorial Fund
Lorraine L. Gunter Scholarship
Dr. Warren Gwartney
Larry Ham Endowment
Dr. Daniel Hansen
Ella Sexton Harmon & Grover
Harmon Memorial Scholarship
Martha Harrington
Memorial Nursing Scholarship
Dr. Nadene Harris
Todd & Jenine
Hembree Scholarship
Norman & Mary John
Hill Scholarship
Lucille Hurd Hitson
George M. Hopkins
James K. Howard Endowment
Hoya Vision Care
Wilma Mankiller Scholarship
International Program
Endowment
Tom W. Johnson
Jones/Mershon
Property Endowment
Jordan Twins Scholarship
Kalbitz Endowment
Kansas Children’s
Project Scholarship
Kappa Kappa Psi/Tau Beta Sigma
Band Fund
Jack Kaufman
Memorial Scholarships
Phil Kirschner
Kiwanis Club of
Tahlequah Scholarship
Kelly Koupe Memorial Scholarship
Marjory Griffin Leake
Belva Lester Scholarship
James L. Lester Sr. &
James L. Lester Jr.
Tom & Joe Lester Scholarship
Dennis & Billie Letts Scholarship
Mary Jane Craig Letts &
Ray Don Letts Scholarship
Dr. Alison Lindorfer Memorial
Optometric Scholarship
Dr. Justin & Jennifer Lindsey
Endowed Meeting
& Convention
Management Award
Dr. Justin and Jennifer Lindsey
Endowed Optometry Practice
Management Award
Dr. Valgene Littlefield
Debate Scholarship
Dr. Betty Ritch Lombardi
Dr. Tiffany Maher
Kristi Malenski Leadership
Tahlequah Scholarship
Donald Ernest Maritt
Merit Scholarship
Dr. John Marouk Endowed Fund
Charlene Mason
Masonic Leadership Endowment
Henry & Joann McCabe
NSUOCO International
Mission Scholarship
Ray T. McSpadden
Memorial Endowment
Roy & Cherrie McSpadden Hinds
Charles A. & E. Anne
McWilliams Scholarship
Mike Synar Center Endowment
Military Order of the
Purple Heart Service
Model the Way
Awards Endowment
W. Gene Moffitt Memorial
Accounting Scholarship
Leonard & Claudia Moore Family
Alumni Scholarship
Debbie Hicks Morgan
PLC Scholarship
John A. Morris
Charlie Murchison
Music Scholarships Endowment
Dr. George Nolan
Pre-med Scholarship
Michael & Linda Nowicki
Endowed Scholarship for
Non-Traditional Students
NSU Alumni
Association Endowment
NSU Alumni Association
Legacy Scholarship
James D. Ogletree Scholarship
Optometry General
Burl & Barbara
Overmon Scholarship
David Pan Endowment
Thelma Parker NSU/Oklahoma
Music Hall of Fame Scholarship
in Professional Music
Dr. John Pembroke
Practice Management Award
Society of Physics
Students Scholarship
Pioneers in Optometry
General Endowment
Wellon B. & Verna Dean Poe/
Betty Lackey
Hefner Scholarship
Dr. Edwin & Dorthene Pointer
Endowed Pre-med Scholarship
President’s Leadership
Class Endowment
Rex O. Presley
Captain Terry Rains
Kenny Ramsdell
Robert Glenn Rapp Foundation
Music Scholarship
Reading Clinic/
Wadley Center Fund
Larry Reasor
DeLoyd Reed
Lena Seitz Robertson Lectureship
John Ross Endowed Scholarship
W.C. & Mollie Sexton
Greg Shaw Endowment
Sigma Sigma Sigma Jeanne
Johnson Service Scholarship
SINCO Scholarship Endowment
Oral G. Sizemore Scholarship
Don & Fran Smith Scholarship
LaFerne Smith
Mary Tennessee Lynn Smith
Shawntel Smith Scholarship
Dr. Stephen Smith Scholarship
Southwest Contact Lens
Society Scholarship
Southwestern Bell Endowed
Lectureship for the
Performing Arts
Denise Spears Roddy
Award for Leadership
Reba Starr Robison
Keys HS Scholarship
Reba Starr Robison
Stilwell HS Scholarship
Deborah Stauss
Doris Ione Mills Stauss
Aaron K. Stern
Marilyn Stinson
Clare M. Stroupe & Thomas
E. Stroup Endowed
Music Scholarship
Darrell & Sandra
Sullenger Scholarship
Dan Sullivan Scholarship
Janet Sullivan Scholarship
Lou Summers Endowed
Vocal Music Scholarship
Survivors 2 Scholars Scholarship
Stacy Michelle Taylor
Teacher Education Scholarship
Bob Thomason
William Frank Tolbert
Endowed Chair for Business
William Frank Tolbert
Calvin Turnbow Scholarship
Maurice & Clarice
Turney Scholarship
University Services Scholarship
Dr. Hank Van Veen Award
for Outstanding Clinician
Harry T. & Nancy A. Vanhooser
Hazel McClure Vann
Wadley Center
Maintenance Endowment
Wadley Family
Endowment for Athletics
Lorena F. Walker
George Wallace
Dr. L. E. Wallen
Wal-Mart Supply
Chain Management
(Logistics Emphasis)
Endowed Scholarship
Nancy Ward Scholarship
Dr. William J. “Bill” Ward
Dr. Feron G. Waters
Library Endowment
Francis Wheeler Athletic Support
Dr. Dorothy Willey
Dr. Al Williams Scholarship
Dr. Larry & Pam Williams
Endowed PLC Scholarship
Diane Willis Endowment
Winters Family Scholarship
for Students with
Physical Disabilities
Darrell Wilson, Sr.
Dr. William M. Wilson
Joy Blakemore Wiseley
Dr. Lynn Cyert Women in
Optometry Scholarship
Evelyn R. Woods Thomson Memorial Stipend
Dr. L. P. Woods Endowed
Lectureship in Mathematics
L. P. Woods Endowed Scholarship
Ben Hollywood Ziegler
13
14
Ways to give
Charitable Remainder Trust
Your charitable remainder trust can be funded
during your lifetime or through a testamentary
disposition. Each provides life income for
designated beneficiaries, which can include you.
Life Insurance
Gifts of Cash
Cash is the most common form of gift that comes
to the NSU Foundation. Your gift of cash, like
other gifts, can be directed to any fund, specific
scholarship, or program, which are listed on pages
10-13.
Gifts of Securities or Real Property
Contributions of stock or real estate with
appreciated value are another way to lend support.
When the NSU Foundation acquires your gift of
appreciated stock or property, you receive a tax
deduction equal to its fair market value and avoid
costly capital gains tax on the increase in value.
Gifts-in-Kind
Your donations of software, licenses, services,
vendor products, and other property also support
the mission and programs of NSU. These gifts-inkind allow us to use our resources for other needs
while you get a credit for your support. Contact
us for guidelines and acceptance policy regarding
gifts-in-kind.
Charitable Gift Annuities
A deferred gift, such as a charitable gift annuity, is
a great way to make a significant contribution. In
exchange for your gift of cash or property, the NSU
Foundation guarantees you a lifetime of income.
Naming the NSU Foundation as the owner and
beneficiary of your life insurance policy is also
an option, especially when your policy has a face
amount that is much greater than the amount
you can afford to give in cash. This ensures that
future premium payments made by you are taxdeductible. Pay the entire policy, or make annual
contributions to the NSU Foundation for the cost of
premiums.
Wills and Trusts
The NSU Foundation can also be named as
beneficiary in the wills and trusts of Northeastern
alumni and friends. You can elect to leave all or
part of an estate to benefit the university.
The NSU Foundation Guardian Society honors
individuals with outstanding discernment—a special
group of visionaries who look beyond the present
to the future of our university. This includes friends
of Northeastern who are heroes to the students
whose lives are changed through their generosity.
By naming the NSU Foundation in their wills or
trusts these individuals have designated all or a
portion of their estate to be used for endowment
or other special purposes. Honorees also include
those who have arranged a charitable gift annuity
with the NSU Foundation. These philanthropic
donors are sharing their assets with NSU, while
maintaining an economic stream for their lifetime.
Other members have made the NSU Foundation
a beneficiary of their life insurance or retirement
plan accounts. These donors invest in the future
of Northeastern, and in doing so, reaffirm their
commitment to permanence.
Leave a Lasting Legacy with an
endowment
When you establish an endowment with the NSU
Foundation, you …
Enable Perpetual Support
Your gift toward an endowed fund creates neverending support for students, faculty, and programs.
Ensure a Strong Future
Your endowment is an investment in the future of Northeastern State University. As it grows, the
university gains additional support.
Enact a Lasting Legacy
Your endowed fund is a wonderful way to pay
tribute to a family member, loved one, classmate,
or professor. Created in perpetuity, your
endowment has a long lasting legacy associated
with NSU. Endowed funds are reminders of the
great support provided by those who came before.
Be sure to consult with a qualified professional
before you draft your will or trust, and review it
often. Sample language is available for any of the
bequests listed above. For additional information
on donations, wills, bequests, gift acceptance
policy, or planned giving in general, please contact
the NSU Foundation at 918-458-2143.
15
2013 HONOR ROLL OF DONORS
FOUNDATION
GIVING LEVELS
The Honor Roll of Donors
identifies significant gifts made
by alumni, faculty, staff, students,
parents, friends, and community
members during the calendar
year 2013. We not only celebrate
the gifts you make each year, but
also recognize your cumulative
giving. The contributions you
provide have a profound impact
for generations to come. Thank
you all for your generous
support of Northeastern State
University and we appreciate
your name appearing in this very
special list.
2013 President’s
Circle Members
$1,000 or more in 2013
Larry & Jan Adair
Jerry & Martha Albin
Alcon Laboratories Inc.
American Association
of University Women
Wesley & Susie Ard
Sally Armstrong
AT&T Foundation
AVB Bank
Janet Bahr
16
Isabel Baker
Robin Ballenger
BancFirst of Tahlequah
Clyde & Carol Ann Barkley
Harold & Mary Battenfield
John Beesley
Ed & Denise Bell
Debra Bezan
Mark Bighley
Shane & Laura Boren
Phillip & Shannon Bridgmon
Broken Arrow
Chamber Of Commerce
Philip & Anna Brown
Gail Burden
Lynn & Paula Burris
Jeffrey Butcher
Emerson & Rosemary Capps
J.D. & Karen Carey
John* & C. Janice Carletti
Douglas Carlo
Leland Carr
Jerry & Sue Catron
Charlie’s Chicken of Muskogee
Cherokee Nation
Cherokee Nation Education
Corporation
Cherokee Nation Enterprises Inc
Jack & Jane Cochran
Matt & Teri Cochran
E. Welch Cole
Mark & Leona Collins
ConocoPhillips
Petroleum Company
Jerry & Barbra Cook
RC & Grace Coones
Covanta Energy Corp
Dano’s Convenience Store Inc
Wesley DeRosier & Heidi Thoden
Barbara Abercrombie &
Tery DeShong
Jack Dobbins
Dotson Financial Services Inc
Larry & Linda Dotson
Phillip Driskill
Eastern Oklahoma
Orthopedic Center Inc
George & Billye Elliott
Dean Evans
Roger Fain
Elvin Fenton
Troy Flax
Mark & Pamela Fly
Foundation for Tulsa Schools
Founders of Doctors’
Hospital, Inc.
Tim Foutch
Dorothy Frie
Bob & Cindy Fries
Gene & Susan Frusher
Fuels and Supplies
Marilyn Gailey
Dr. Mike Geiger
Georgia - Pacific Foundation Inc
Adam Geurkink
Mark & Bonnie Giese
Peggy Glenn
Arthur Goad
Edward & Jodi Gooden
Jim & Becky Gore
Charles Gosnell
Gena Gray
Lien Griffin
David Hall
Ania Hamp
Kenneth & Leigh Ann Hancock
Patrick & Doris Harris
Jerry Havens
Matt Henderson
Kenneth Hoar
Bruce Hoop
Jimmy & Christine Houston
James & Lynn Howard
Hoya Optical Laboratories
i2E
Tanya Ingels
Tom & Marilyn Jackson
Christee Jenlink
Johnson Scholarship Foundation
Daniel Johnson
Larue & Janet Johnson
Kenneth Jones
United Keetoowah Band of
Cherokee Indians in Oklahoma
Howard & Melanie Kelsey
David & Betty Koehn
Jim LaBorde
Michael & Debbie Landry
Bill & Linda Langley
Jay & Rhonda Lavalley
Dr. David Lewerenz
Liberty Mutual Group Inc.
Darryl & Cassandra Linde
Arno & Linda Lindorfer
Justin & Jennifer Lindsey
Love Bottling Company
Michael & Dianne Maher
Pepper & Kellie Martin
Elaine Mason
June C. May, MD
Henry & Jo Ann McCabe
Timothy McElroy
Ashley McFerron
Errol W McKoy
Meigs Jewelry
Scott & Stephanie Mendell
Gregory Meyer
Eddie & Kendyll Miller
Jeff Miller
Moffitt Parker and Company Inc
Mortgage Holdings LLC
City of Muskogee Foundation
Todd & Paula Mutzig
Gary Myers
Suzanne Myers
Nabholz Charitable Foundation
Nabholz Construction
Corporation
Carl & Pitsy Nick
Nix Foundation
Norman Eye Associates
Norman Vision Clinic
Ray & Joyce Van Nostrand
Bill Nowlin
Nuttall Ornithological Club Inc
Oklahoma Association Of
Optometric Physicians
Oklahoma City
Community Foundation
Oklahoma Treatment
Services LLC
ONEOK Foundation, Inc.
Optometry Association
of Louisiana
Osage Casino
C H Parker
Gary & Carol Parker
John Pembroke
Doug & Alphie Penisten
Joseph Phillips, OD
Player Development Products LLC
Wellon Poe & Kim Hefner Poe
Bettye Poteete
Charles & Billie Prigmore
PSA-Dewberry Inc
David & Robbi Rader
Bill & Norene Rauch
Reasor’s LLC
Lanny & Barbara Reed
Joe & Hannah Robson
Denise Spears Roddy, OD PC
Jennifer Ryal
Richard Ryerson
Stephan Sargent
Richard Sevenoaks &
Nancy Leake-Sevenoaks
Ernie & Kay Shannon
William & Stephanie Sick
Glen & Margaret Sizemore
Paul Skeans
Dara Smith
Patsi Nix Smith
Stephen Smith
Sodexo Inc
Southwest Council of Optometry
Spectra Energy Foundation
Kenneth & Lois Stern
Matthew Stowe
Victoria Strange
Don & Janet Stucky
Darrell Sullenger
Tahlequah Lumber Co Inc
Tahlequah Pediatrics PLC
Tahlequah Property Rentals LLC
Larry Tarpley
Totah Communications, Inc.
TriCorps Security
Trippet Foundation Inc
Tulsa Teachers Credit Union
Steve & Penny Turner
Maurice & Clarice Turney
Vacuworx Global LLC
Ted & Ada Vancuren
Pete Vanzant, Jr
Martin Venneman
Gregg Wadley &
Dr. Betsy Brackett
Gregg Wadley Foundation Inc
James Ward, OD
James & Linda Wasson
Waters Charitable Foundation
Michelle Welch & Charlie Odle
Lawrence White
Louis White
Bill & Mary White
Earl & Susie Williams
Salisa Williams
Dr. Diane J. Willis
Darrell Wilson, JR.
Craig & Shelley Winters
Richard Womack
WPX Energy Inc
Dr. Todd E. Wright
Yates Auto Mall Inc
John Yeutter
Ryker & Tina Young
Anne & Henry Zarrow Foundation
Chuck & Judy Ziehr
Robert & Carrie Zoellner
Founder’s Society
Members
$10,000 or more
in Lifetime Giving
Action Inc
Advance Alarms Inc
Jerry & Martha Albin
Alcon Laboratories Inc
Gary & Dee Alderson
American Optometric
Association
Dorman Anderson
Terry & Vanessa Anton
ARCO Founation Inc
Wesley & Susie Ard
James* & Sally Armstrong
Armstrong Bank of Muskogee
Ruth Arrington*
AT&T Foundation
Janet Bahr
Tim* & Isabel Baker
BancFirst of Muskogee
Bank of America
Bank of Cherokee County
Michael Bartlett
Harold & Mary Battenfield
Bausch and Lomb
Tom & Priscilla Been
Ed & Denise Bell
Jeanette Bernier
Bob & Sandy Berry
Don & Susanne Betz
Mark Bighley
Marie Bishop*
BP Foundation Inc
Nell Stapler Bradshaw*
Charles Briggs
Bright Family Foundation
Broken Arrow
Chamber of Commerce
John Brooks
Philip & Anna Brown
William Brown
James & Barbara Burnett
John* & Janice Carletti
Christa Carlton
Leland Carr
Paul Carter*
Jack Castleberry
Jerry & Sue Catron
Century 21 Wright Real Estate
Charities Foundation
Cherokee Nation
Education Corporation
Cherokee Nation Industries Inc
Kim & Myron Cherry
Chouteau Telephone Company
Helen Clark Hanan*
Coca-Cola Bottler’s Foundation
Jack & Jane Cochran
Don & Barbara Coffman
Communities Foundation
of Oklahoma
Crescent Oil Company
James & Sharon Coventon
John Crittenden*
Bob & Joy Cunningham
Dal Tile Inc
Veraman & Billie Davis
Zoe Davis*
Wesley DeRosier &
Heidi Thoden
Descendants of Cherokee
Seminaries Students
Detrick OK Foundation Inc
Dewberry Architects Inc
William Diehl
Jack Dobbins
Larry & Linda Dotson
Dow Chemical
Company Foundation
Drew & Linda Edmondson
Equitable Foundation
Essilor of America Inc
Freddie Lou Etter*
Max & Peggy* Eversole
Exxon Mobil Foundation
Facet Quantek Inc
Roger Fain
Charles & Lorene Farris
Charles Faudree
Clay & Kay Felts*
Mike & Sherry Fine
Fine Airport Parking Inc
First National Bank & Trust Co
Lu Ann Fite-Morris
Helen Fleming*
Robin Flint-Ballenger
George & Rita Foster
Foundation for Tulsa Schools
Tim Foutch
Dorothy Frie
Gene & Susan Frusher
Fuels and Supplies
Frances Gable*
Gannett Foundation Inc
Toni Garner
Georgia - Pacific Foundation
Mark & Bonnie Giese
17
2013 HONOR ROLL OF DONORS
Helen Gilbert*
Glaceau
Peggy Glenn
Jim & Becky Gore
Gena Gray
Greenhaw-Eddings Ford
Greenleaf Nursery
EK Grigsby
Lorraine Gunter*
Larry Ham*
Jay & Valerie Hannah
Arlan & Janie Hanson
Nadene Harris*
Patrick & Doris Harris
Hathaway Farms
Matthew Henderson
Mary Hill
Bill* & Doris Hinds
Kenneth Hoar
Hobsons Inc
Mark Hodson
Bruce Hoop
James & Lynn Howard
HOYA Optical Laboratories
Grace Hudlin*
J D Young Company
Bill & Paula Jones
John & Lucy Jones*
United Keetoowah Band of
Cherokee Indians in Oklahoma
Keetoowah Casino
18
Kelley Family
Kirkpatrick Foundation Inc
Kiwanis of Tahlequah
Alfred Knight
Stephen Koupe
Michael & Debbie Landry
Bill & Linda Langley
Virginia LaQuey
Patrick & Patti Lester
Dennis* & Billie Letts
Ray & Mary Jane Letts
Liberty Mutual Group Inc
Debra Lilburn
Arno & Linda Lindorfer
Justin & Jennifer Lindsey
Chet Lombardi*
LoneOak Ventures, Inc.
Michael & Dianne Maher
John Marouk
Mike & Carol Martin
Mass Mutual Financial Group
Joe & Jeanette Maxfield
Leo Mayfield*
Ella Mazur
Mazzio’s Pizza Corporation
McAlester Scottish Rite
C and E Foundation
McGee Eye Care Alliance Inc
Robert & Jeanette McQuitty
Frances McSpadden*
Anne McWilliams
Meigs Jewelry
Mid-America Arts Alliance
Eddie & Kendyll Miller
Miss America Organization
Robert & Deborah Mitchell
Moffitt Parker and Company, Inc.
Charles Moore
G.G. & Lelia Morgan*
BJ Mosteller
Muscogee Creek Nation
Todd & Paula Mutzig
Suzanne Myers
Carl & Pitsy Nick
Nix Foundation
Norfolk Southern Corporation
Bill Nowlin
OGE Energy Corp Foundation Inc
James Ogletree*
Oklahoma City
Community Foundation
Oklahoma Association of
Optometric Physicians
ONEOK Foundation Inc
Burl & Barbara Overmon
Gary & Carol Parker
C.H. Parker
Virginia Parker
James & Betty Pate
Douglas & Alphie Penisten
Walter Pettit
Player Development Products
Wellon Poe & Kim Hefner Poe
Ed & Dorthene Pointer
Warren* & Bettye Poteete
Carl Raczkowski
H.E. Rainbolt
Donna Ramsdell
Red Man Charitable Trust
Lanny & Barbara Reed
Jack & Lois Reese
Herald & Linda Ritch
RLI Inc
Reba Robison*
Richard Ryerson
Sarkeys Foundation
Robert Scott
George & Sally Seibold
Ken* & Debbie Selby
Marco R Seymour
Family Foundation Inc
Orville & Lucille Shapley
William & Stephanie Sick
O. Glen & Margaret Sizemore
Paul Skeans
Randy & Patty Skinner
Linda Small
Patsi Nix Smith
Southwest Contact
Lens Society, Inc.
Southwest Council of Optometry
Spaces, Design and
Architecture, Inc.
Denise Spears Roddy
Spectra Energy Foundation
Kenneth & Lois Stern
Boyd Steveson*
Stilwell Foods
Wes Studi
Daniel Sullivan
Janet Sullivan
Zelma Lou Summers*
Delores Sumner
Tahlequah City Hospital
Tahlequah Lumber Company
Tahlequah Quarterback Club
Joe Teaff*
Anne and Henry
Zarrow Foundation
The Vision Care Institute
George Tolbert
Totah Communication Co Inc
Tulsa Teachers Credit Union
Carrie Underwood
Tom Vanderpool
Vanguard Charitable
Endowment Program
Gregory Vann
Martin Venneman
Vision Service Plan
Willard Walker*
Wal-Mart Foundation
Walton Family Foundation, Inc.
Bob & Terri Webb
Jack & Julia Webster
Kenneth & Barbra Weikel
Paul Westbrook & Lynn Cyert
Lawrence White
Earl & Susie Williams
Larry & Pam Williams
Williams Companies Inc
Mary Ellen Williamson*
Diane Willis
Darrell Wilson Jr
Doris Winkelman
Craig & Shelley Winters
Richard Womack
WPX Energy Inc
Scott & Tommye Wright
Yates Auto Mall
John Yeutter
Daniel Yoder
Ben Hollywood Zeigler
Scholarship Foundation
Chuck & Judy Ziehr
Seminary Society
$100,000 or more
in Lifetime Giving
BancFirst of Tahlequah
James Blossom*
Gene* & Helen Branscum
Kathyleen Burnett*
Cherokee Nation
ConocoPhillips
Petroleum Company
Bertie & Candler Cooper
Eastern Oklahoma
Development District
Eastern Oklahoma
Orthopedic Center Inc
Diane Fitzgerald
Tom & Anne Johnson
Johnson Scholarship Foundation
James Kerr*
Lucille Ketcher*
E. Phil & Roberta
Kirschner Foundation
Love Bottling Company
Donald Maritt*
Masonic Charity
Foundation of Oklahoma
Henry & Jo Ann McCabe
Bess Monroe*
MOPH Service Foundation Inc
Esther Moss*
City of Muskogee Foundation
Nabholz Construction
Ruth Presley*
Reasor’s
Norma Roady
Mary Golda Ross*
SBC Foundation
Ernie & Kay Shannon
Belva Smith*
John Smith*
State Farm
Companies Foundation
Darrell Sullenger
Maurice & Clarice Turney
Lorena Walker*
Waters Charitable Foundation
Francis Wheeler*
L.P.* & Ann Woods
Robert & Carrie Zoellner
Young Family Foundation
Sequoyah Society
$500,000 or more
in Lifetime Giving
Freda Burtner*
John Eddings*
Founders of Doctor’s
Hospital Foundation
Jesse* & Marilyn Gailey
William F. Tolbert*
Trippet Foundation Inc
Gregg Wadley & Betsy Brackett
Ryker & Tina Young
*Denotes Deceased
19
812 N. Cedar Ave.
Tahlequah, OK 74464
Return Service Requested
Homecoming
Save The Date
Saturday, October 25, 2014
NSU
Alumni Association
918-458-2143
www.nsualumni.com

2013 Annual Report

Transcription

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