2025-04-03T17:33:04-05:00 2024-06-30 481195228 KELLER & OWENS LLC 10955 LOWELL AVE STE 800 OVERLAND PARK KS 66210 990 2023-07-01 736085616 OKLAHOMA WESLEYAN UNIVERSITY OKLA 9183356243 2201 SILVER LAKE ROAD BARTLESVILLE OK 74006 MIKE HOOD CFO 9183356243 2025-04-02 1 0 GREGORY D OWENS P00048643 9133383500 2025-04-02 2023 2025-03-06 01:10:19Z DR JAMES DUNN 2201 SILVER LAKE ROAD BARTLESVILLE OK 74006 39892139 0 X WWW.OKWU.EDU X 1959 OK CHRISTIAN EDUCATION OF STUDENTS 27 26 542 50 0 0 3251474 2884487 23509788 23427080 386188 1040488 249662 93718 27397112 27445773 8728493 8818205 0 0 10936607 10991263 0 0 165472 9009867 9434128 28674967 29243596 -1277855 -1797823 43390427 41970548 1942358 2075720 41448069 39894828 X AS A CHRISTIAN UNIVERSITY OF THE WESLEYAN CHURCH, OKLAHOMA WESLEYAN UNIVERSITY MODELS A WAY OF THOUGHT, A WAY OF LIFE, AND A WAY OF FAITH. IT IS A PLACE OF SERIOUS STUDY, HONEST QUESTIONS, AND CRITICAL ENGAGEMENT, ALL IN THE CONTEXT OF A LIBERAL ARTS COMMUNITY THAT HONORS THE PRIMACY OF JESUS CHRIST, THE PRIORITY OF SCRIPTURE, THE PURSUIT OF TRUTH, AND THE PRACTICE OF WISDOM. 0 0 27270542 8818205 23524749 THE UNIVERSITY EDUCATED 786 DEGREE SEEKING STUDENTS IN THE FALL SEMESTER, AND 702 DEGREE SEEKING STUDENTS IN THE SPRING SEMESTER. 27270542 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 1 1406 0 542 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 26 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X THE ORGANIZATION 9183356243 2201 SILVER LAKE ROAD BARTLESVILLE OK 74006 DR JIM DUNN PRESIDENT 40.00 X X 174620 0 127210 MR ROGER METCALF CHAIRMAN 1.00 X X 0 0 0 REV MICHAEL SKOR SECRETARY 1.00 X X 0 0 0 REV PHILL TAGUE TRUSTEE 1.00 X 0 0 0 MRS KATHY WHITE TRUSTEE 1.00 X 0 0 0 DR STEPHEN BABBY TRUSTEE 1.00 X 0 0 0 DR YORTON CLARK VICE CHAIR 1.00 X X 0 0 0 REV MAX COLAW TRUSTEE 1.00 X 0 0 0 MR STEPHEN COLAW TRUSTEE 1.00 X 0 0 0 MR WARD KOESER TRUSTEE 1.00 X 0 0 0 REV ED ROTZ TRUSTEE 1.00 X 0 0 0 REV NATE ROVENSTINE TRUSTEE 1.00 X 0 0 0 MR ROGER SKELLY TRUSTEE 1.00 X 0 0 0 MR DOUG WALL TRUSTEE 1.00 X 0 0 0 DR BILLY WILSON TRUSTEE 1.00 X 0 0 0 DR ROBERT BINGAMAN TRUSTEE 1.00 X 0 0 0 REV MARK FUHR TRUSTEE 1.00 X 0 0 0 MRS MARLA HOYER TRUSTEE 1.00 X 0 0 0 MR KYLE HUBBARD TRUSTEE 1.00 X 0 0 0 DR ABEL LEDEZMA TRUSTEE 1.00 X 0 0 0 MR RICH MOORLACH TRUSTEE 1.00 X 0 0 0 MR JAMES OCCHIPINTI TRUSTEE 1.00 X 0 0 0 MR JON OTTEN TRUSTEE 1.00 X 0 0 0 MR JOHN QUINN TRUSTEE 1.00 X 0 0 0 REV PETER SALMON ASST SECRETARY 1.00 X X 0 0 0 MR DON WALKER TREASURER 1.00 X X 0 0 0 REV WES SMITH TRUSTEE 1.00 X 0 0 0 KIRK JACKSON CFO 40.00 X 121794 0 27077 MIKE HOOD CFO 40.00 X 0 0 0 KEVIN OSBORN SENIOR VP, ENROLLMENT MGMT 40.00 X 124990 0 26772 KERI BOSTWICK PROVOST 40.00 X 112199 0 28326 KYLE WHITE VICE PRESIDENT, STUDENT DE 40.00 X 114863 0 28980 JESSICA JOHNSON DEAN OF HEALTH & SCIENCE 40.00 X 111199 0 29168 WENDEL WEAVER ASST DEAN FACULTY DEVELOPMENT 40.00 X 124941 0 58334 884606 0 325867 7 0 1 0 PIONEER COLLEGE CATERERS 2201 SILVER LAKE ROAD BARTLESVILLE OK 74006 CAMPUS FOOD SERVICE 1179773 ENROLLMENTFUEL 136 E ROSEMARY STREET SUITE 100 CHAPEL HILL NC 27514 ENROLLMENT MANAGEMENT 630950 JENZABAR 181 SOUTH LIBERTY STREET HARRISONBURG PA 22801 EDUCATION SOFTWARE 524134 SERVPRO OF BARTLESVILLEMIAMI 3996 WRIGHT RD BARTLESVILLE OK 74006 CUSTODIAL/CONSTRUCTION SERVICES 467654 KSL DIRTWORKS 397101 W 2200 RD BARTLESVILLE OK 74006 CONSTRUCTION SERVICES 179367 11 53583 1313041 119912 1397951 101083 2884487 TUITION AND FEES 611310 19823285 19823285 ROOM & BOARD FEES 611310 3283836 3283836 CONFERENCE/CAMP REVENUE 611310 181057 181057 STUDENT FEES AND SERVICES 611310 116241 116241 PROGRAM RENTAL INCOME 531120 22661 22661 23427080 709395 709395 3453 3453 12729665 9223 12404914 2881 324751 6342 331093 331093 31167 53583 38571 -7404 -7404 43733 0 43733 43733 MISC INCOME 541990 31200 31200 BAD DEBT RECOVERY 541990 22736 22736 53936 27445773 23524749 0 1036537 8818205 8818205 401746 214052 187694 131158 91811 39347 7466124 6777079 619946 69099 318322 191206 109468 17648 2137677 1795845 310409 31423 536236 486747 44526 4963 64760 64760 47914 47914 1098610 1026290 71629 691 740711 740711 62086 11603 47726 2757 248697 224427 24270 1452255 1384205 58228 9822 518646 458379 49920 10347 8353 8353 1667450 1584911 70033 12506 632801 618164 12431 2206 INSTRUCTIONAL EXP AND S 1341005 1300813 37082 3110 STUDENT FOOD SERVICE 1065047 1065047 BAD DEBT EXPENSE 366417 366417 DUES AND SUBSCRIPTIONS 119376 114630 3846 900 29243596 27270542 1807582 165472 X 3555 7712447 5984322 145423 79676 549959 607226 45889 19134 634512 676242 53181285 29300531 24376807 23880754 6386731 10007022 3349856 562264 106856 63530 81947 86823 43390427 41970548 1245030 1379336 254972 282650 143000 143000 299356 270734 1942358 2075720 X 30695698 28003390 10752371 11891438 41448069 39894828 43390427 41970548 -1797823 244582 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 258550 X X X 0 10602037 14429 935578 216122 11335922 9442913 648041 740612 229529 10602037 10115370 374455 -858200 188712 9442913 8317162 87959 1899559 189310 10115370 7873421 309613 300999 166871 8317162 0.18916 0.56080 0.25004 0 0 1101613 1101613 38134457 17816594 20317863 12505984 11051094 1454890 1439231 432843 1006388 23880754 DEPOSITS HELD 34495 ANNUITIES PAYABLE 1573 U.S. GRANTS REFUNDABLE 45613 LEASE LIABILITY 95231 PREPAID TUITION 93822 270734 X 18836640 244582 12404 256986 18579654 47914 8818205 8866119 27445773 20389881 12404 12404 20377477 47914 8818205 8866119 29243596 PART III, LINE 4: THE ORGANIZATION HAS DEAD SEA SCROLLS THAT CONTRIBUTE TO RELIGIOUS EDUCATION AND HISTORY. THE ORGANIZATION HAS A BRONZE ART COLLECTION THAT CONTRIBUTE TO THE ORGANIZATION'S EDUCATION PURPOSES. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO BE USED FOR VARIOUS PURPOSES TO ADVANCE CHRISTIAN EDUCATION AND TO AID THE UNIVERSITY. PART X, LINE 2: THE UNIVERSITY HAS ADOPTED THE PROVISIONS OF FASB ASC 740-10 ACCOUNTING FOR UNCERTAIN INCOME TAX POSITIONS AS IT MIGHT APPLY TO FINANCIAL TRANSACTIONS. THE UNIVERSITY'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION THAT IS BENEFICIAL, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO THE TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF JUNE 30, 2024 AND, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 12,404. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 8,818,205. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 12,404. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 8,818,205. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S NONDISCRIMINATION POLICY IS PUBLICIZED IN THE STUDENT HANDBOOK. THE ORGANIZATION ALSO PUBLICIZES ITS NONDISCRIMINATION POLICY ON ITS WEBSITE IN ACCORDANCE WITH INTERNAL REVENUE PROCEDURE 2019-22. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION PARTICIPATES IN GOVERNMENT GRANT AND LOAN PROGRAMS FOR STUDENTS. BONANZA 84750 53583 31167 6151 5785 26635 84750 53583 31167 6151 5785 26635 38571 -7404 1 SCHOLARSHIPS 569 8818205 FMV NONCASH TUITION REDUCTION FORM 990, SCHEDULE I, PART III THE UNIVERSITY PROVIDES NON-CASH TUITION REDUCTION SCHOLARSHIPS FOR STUDENTS. THE ORGANIZATION HAS SET CRITERIA FOR THESE SCHOLARSHIPS. X 1 1 X X X X 0 1 0 0 0 0 0 0 0 DR JIM DUNN PRESIDENT 174620 0 0 0 0 0 62495 0 64715 0 301830 0 0 0 WENDEL WEAVER ASST DEAN FACULTY DEVELOPMENT 124941 0 0 0 0 0 8580 0 49754 0 183275 0 0 0 KEVIN OSBORN SENIOR VP, ENROLLMENT MGMT 124990 0 0 0 0 0 4988 0 21784 0 151762 0 0 0 PART I, LINE 1A QUALIFIED CAMPUS LODGING IS FURNISHED. MINISTERS RECEIVE CLERGY HOUSING ALLOWANCE. LEANN LITTLE FAMILY MEMBER OF WARREN LITTLE, TRUSTEE 56400 COMPENSATION FOR SERVICES 0 BEN ROTZ FAMILY MEMBER OF ED ROTZ, TRUSTEE 74758 COMPENSATION FOR SERVICES 0 X 1 74916 FAIR MARKET VALUE X AUCTION ITEMS 1 26167 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A THIRD PARTY BROKER TO SELL DONATED STOCK. CHURCH STATUS PURSUANT TO CODE SECTION 6033(A)(3)(A)(I), CHURCHES ARE EXEMPT FROM FILING FORM 990. OKLAHOMA WESLEYAN UNIVERSITY (OWU) HAS ELECTED VOLUNTARILY TO FILE FORM 990 OUT OF A DESIRE TO FOSTER TRANSPARENCY AND ACCOUNTABILITY. OWU'S VOLUNTARY DECISION TO FILE FORM 990 SHOULD IN NO WAY BE INTERPRETED AS BEING INCONSISTENT WITH ITS STATUS AS A CHURCH (PART OF THE WESLEYAN CHURCH) OR BE DEEMED A WAIVER OF ANY OF THE RIGHTS OF PRIVILEGES THAT ACCOMPANY ITS RECOGNIZED STATUS AS A CHURCH. OWU CONTINUES TO OPERATE IN ALL WAYS AS A CHURCH DESCRIBED IN SECTIONS 509(A)(1) AND 170(B)(1)(A)(I) OF THE CODE. FORM 990, PART VI, SECTION A, LINE 2 STEPHEN COLAW AND MAX COLAW HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES DIRECTORS WITH A CONFLICT OF INTEREST TO RECUSE THEMSELVES FROM ANY DISCUSSION OR DECISION MAKING RELATED TO CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS COMPARED WITH OTHER COLLEGES AND UNIVERSITIES IN THE REGION AS WELL AS OTHER WESLEYAN UNIVERSITIES. COMPENSATION FOR LOWER LEVELS IS REVIEWED BY SENIOR MANAGEMENT. COMPENSATION FOR SENIOR MANAGEMENT IS REVIEWED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE WESLEYAN CHURCH PO BOX 50434 INDIANAPOLIS IN 46250 351148762 CHURCH IN 501(C)(3) LINE 1 N/A 0 BARTLESVILLE WESLEYAN COLLEGE ENDOWMENT 2201 SILVER LAKE ROAD BARTLESVILLE OK 74006 731243462 SUPPORTS THIS ORGANIZATION, OKLAHOMA WESLEYAN UNIVERSITY OK 501(C)(3) LINE 12B, II N/A 0 MILTONVALE WESLEYAN COLLEGE 2201 SILVER LAKE ROAD BARTLESVILLE OK 74006 480586383 CHRISTIAN EDUCATION KS 501(C)(3) LINE 2 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0