Mission
To provide best-in-class investment management services, at below market cost, with unparalleled client alignment and transparency.
Public Charity
Multilateral Endowment Management Company
Based in Edmond, OK, Multilateral Endowment Management Company operates as a Public Charity. The organization reported $4.9M in revenue, $4.9M in expenses, $3.4M in total assets for fiscal year 2025.
EIN: 842441187
Edmond, OK
Management & Technical Assistance
NTEE: B02
Latest filing: 2025
Total Revenue$4.9M
Total Expenses$4.9M
Total Assets$3.4M
Grant Records0
Filing Years2021–2025
Where $100 goes at Multilateral Endowment Management Company
How Multilateral Endowment Management Company divides every $100 it spends, from its own Form 990 filings, averaged across 6 years.
$90
Programs
the work itself
$10
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $90 for programs
$90
Multilateral Endowment Management Company (MEMCO) is an investment management company dedicated solely to providing investment advisory services to the Oklahoma State University Foundation (OSU Foundation), the Foundation for…
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
COO & General Counsel/Secretary
Ashley Roche
Board member
Blaire Atkinson
Board member
Brad Williams
Chairman of the Board of Directors
Bryan Begley
Board member
Carl Thoma
Associate Director of ODD
Cooper Davis
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $4.9M | $4.9M | $3.4M |
| 2024 | $4.7M | $4.7M | $2.5M |
| 2023 | $2.4M | $2.8M | $2.0M |
| 2022 | $2.8M | $2.4M | $2.3M |
| 2021 | $2.4M | $2.4M | $919K |
Between 2021 and 2025, reported annual revenue grew from $2.4M to $4.9M (+102%), with total assets most recently reported at $3.4M.
Interactive year-over-year charts and full filing details available with membership.