OKLAHOMA WESLEYAN UNIVERSITY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- OKLAHOMA WESLEYAN UNIVERSITY (EIN 73-6085616)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202421369349312777
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T15:16:07-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481195228 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLER & OWENS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10955 LOWELL AVE STE 800 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 736085616 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA WESLEYAN UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OKLA | BusinessNameControlTxt |
| Phone | 9183356243 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 SILVER LAKE ROAD | AddressLine1Txt |
| City | BARTLESVILLE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR JAMES DUNN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9183356243 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DR | PersonFirstNm |
| Person Last | JAMES DUNN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY D OWENS | PreparerPersonNm |
| PTIN | P00048643 | PTIN |
| Phone | 9133383500 | PhoneNum |
| Preparation | 2024-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR JAMES DUNN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 SILVER LAKE ROAD | AddressLine1Txt |
| City | BARTLESVILLE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,746,293 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OKWU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1959 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | CHRISTIAN EDUCATION OF STUDENTS | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 560 | TotalEmployeeCnt |
| Total Volunteers | 46 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,228,251 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,251,474 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,101,933 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,509,788 | CYProgramServiceRevenueAmt |
| PY Investment Income | $696,223 | PYInvestmentIncomeAmt |
| CY Investment Income | $386,188 | CYInvestmentIncomeAmt |
| PY Other Revenue | $261,700 | PYOtherRevenueAmt |
| CY Other Revenue | $249,662 | CYOtherRevenueAmt |
| PY Total Revenue | $31,288,107 | PYTotalRevenueAmt |
| CY Total Revenue | $27,397,112 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,539,537 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,728,493 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,962,047 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,936,607 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $185,402 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,460,037 | PYOtherExpensesAmt |
| CY Other Expenses | $9,009,867 | CYOtherExpensesAmt |
| PY Total Expenses | $28,961,621 | PYTotalExpensesAmt |
| CY Total Expenses | $28,674,967 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,326,486 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,277,855 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $44,361,815 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,390,427 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,150,009 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,942,358 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $42,211,806 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $41,448,069 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $26,914,917 | ExpenseAmt |
| Grant | $8,728,493 | GrantAmt |
| Revenue | $23,762,577 | RevenueAmt |
| Desc | THE UNIVERSITY EDUCATED 635 STUDENTS IN THE FALL SEMESTER, AND 551 STUDENTS IN THE SPRING SEMESTER. | Desc |
| Total Program Service Expenses | $26,914,917 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1756 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 560 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9183356243 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 SILVER LAKE ROAD | AddressLine1Txt |
| City | BARTLESVILLE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74006 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DR JIM DUNN | ||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $176,456 | $0 | $91,799 |
| KERRI BOSTWICK | ||||||
| PROVOST | 40.00 | Yes (X) | Yes (X) | $119,327 | $0 | $26,705 |
| DR BILLY WILSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REV ED ROTZ | ||||||
| ASST SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR KYLE HUBBARD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR ROBERT BINGAMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR STEPHEN BABBY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REV TIM PURCELL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR FRAN GONZALEZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR YORTON CLARK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR ABEL LEDEZMA | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR DOUG WALL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MRS MARLA ADEE HOYER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR JAMES OCCHIPINTI | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR JOHN QUINN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR ROB SWAGGER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR KEVIN FREEMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR STEPHEN COLAW | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR WARD KOESER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MRS KATHY WHITE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MRS DANA SIEGEL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REV MAX COLAW | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REV NATE ROVENSTINE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REV PETER SALMON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REV PHILL TAGUE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REV MARK FUHR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR ROGER SKELLY | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR ROGER METCALF | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR DON WALKER | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| REV MICHAEL SKOR | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| REV WES SMITH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRETT ANDREWS | ||||||
| VICE PRESIDENT, GRAD/PROF | 40.00 | Yes (X) | $143,146 | $0 | $28,032 | |
| KEVIN OSBORN | ||||||
| VICE PRESIDENT, ENROLLMENT | 40.00 | Yes (X) | $121,649 | $0 | $25,431 | |
| KIRK JACKSON | ||||||
| CFO | 40.00 | Yes (X) | $119,622 | $0 | $26,653 | |
| KYLE WHITE | ||||||
| VICE PRESIDENT, STUDENT DE | 40.00 | Yes (X) | $112,035 | $0 | $28,361 | |
| KORY PENCE | ||||||
| VICE PRESIDENT, CREATIVE I | 40.00 | Yes (X) | $94,918 | $0 | $33,643 | |
| DAVID PRESTON | ||||||
| EXEC DIR OF FDN BOARD | 40.00 | Yes (X) | $93,791 | $0 | $18,268 | |
| MARK WEETER | ||||||
| VICE PRESIDENT, ACADEMIC A | 40.00 | Yes (X) | $93,142 | $0 | $56,377 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,074,086 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $335,269 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PIONEER COLLEGE CATERERS | |||||
| 2201 SILVER LAKE ROAD | BARTLESVILLE | OK | 74006 | CAMPUS FOOD SERVICE | $1,266,041 |
| ENROLLMENTFUEL | |||||
| 136 E ROSEMARY STREET SUITE 100 | CHAPEL HILL | NC | 27514 | ENROLLMENT MANAGEMENT | $809,096 |
| JENZABAR | |||||
| 181 SOUTH LIBERTY STREET | HARRISONBURG | PA | 22801 | EDUCATION SOFTWARE | $554,054 |
| MECHANICAL SOLUTIONS | |||||
| 1601 S MAIN STREET SUITE 104 | TULSA | OK | 74119 | HEATING & COOLING SERVICE | $257,366 |
| SYNERGI PARTNERS INC | |||||
| 151 W EVANS STREET | FLORENCE | SC | 29501 | CONSULTING | $208,128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $68,308 | FundraisingAmt |
| Related Organizations | $1,414,608 | RelatedOrganizationsAmt |
| Government Grants | $138,084 | GovernmentGrantsAmt |
| All Other Contributions | $1,630,474 | AllOtherContributionsAmt |
| Noncash Contributions | $70,201 | NoncashContributionsAmt |
| Total Contributions | $3,251,474 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $19,778,426 | $19,778,426 |
| ROOM & BOARD FEES | 611310 | $3,276,054 | $3,276,054 |
| STUDENT FEES AND SERVICES | 611310 | $323,719 | $323,719 |
| CONFERENCE/CAMP REVENUE | 611310 | $125,787 | $125,787 |
| PROGRAM RENTAL INCOME | 531120 | $5,802 | $5,802 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,509,788 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $416,627 | TotalRevenueColumnAmt |
| Exclusion | $416,627 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,577 | TotalRevenueColumnAmt |
| Exclusion | $3,577 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,291,758 | SecuritiesAmt |
| Other | $14,580 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,330,088 | SecuritiesAmt |
| Other | $6,689 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$38,330 | SecuritiesAmt |
| Other | $7,891 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$30,439 | TotalRevenueColumnAmt |
| Exclusion | -$30,439 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $5,700 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $68,308 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $12,404 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,704 | TotalRevenueColumnAmt |
| Exclusion | -$6,704 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $58,022 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,022 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $58,022 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISC INCOME | 541990 | $153,453 | $153,453 |
| BAD DEBT RECOVERY | 541990 | $40,668 | $40,668 |
| INSURANCE REIMB | 541990 | $646 | $646 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $194,767 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,397,112 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,762,577 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $383,061 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,728,493 | TotalAmt |
| Program Services | $8,728,493 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,701,221 | TotalAmt |
| Program Services | $1,072,978 | ProgramServicesAmt |
| Management And General | $628,243 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,406 | TotalAmt |
| Program Services | $79,384 | ProgramServicesAmt |
| Management And General | $34,022 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,439,108 | TotalAmt |
| Program Services | $6,266,279 | ProgramServicesAmt |
| Management And General | $111,314 | ManagementAndGeneralAmt |
| Fundraising | $61,515 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,864 | TotalAmt |
| Program Services | $111,322 | ProgramServicesAmt |
| Management And General | $59,963 | ManagementAndGeneralAmt |
| Fundraising | $14,579 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,968,167 | TotalAmt |
| Program Services | $1,641,929 | ProgramServicesAmt |
| Management And General | $289,024 | ManagementAndGeneralAmt |
| Fundraising | $37,214 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $528,841 | TotalAmt |
| Program Services | $514,647 | ProgramServicesAmt |
| Management And General | $9,142 | ManagementAndGeneralAmt |
| Fundraising | $5,052 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,625 | TotalAmt |
| Management And General | $62,625 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,112 | TotalAmt |
| Management And General | $10,112 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,343,173 | TotalAmt |
| Program Services | $1,247,334 | ProgramServicesAmt |
| Management And General | $95,223 | ManagementAndGeneralAmt |
| Fundraising | $616 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $904,777 | TotalAmt |
| Program Services | $904,777 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,463 | TotalAmt |
| Program Services | $53,798 | ProgramServicesAmt |
| Management And General | $44,623 | ManagementAndGeneralAmt |
| Fundraising | $15,042 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000,988 | TotalAmt |
| Program Services | $943,664 | ProgramServicesAmt |
| Management And General | $51,525 | ManagementAndGeneralAmt |
| Fundraising | $5,799 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505,451 | TotalAmt |
| Program Services | $426,710 | ProgramServicesAmt |
| Management And General | $54,696 | ManagementAndGeneralAmt |
| Fundraising | $24,045 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,135 | TotalAmt |
| Management And General | $5,135 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,795,061 | TotalAmt |
| Program Services | $1,706,205 | ProgramServicesAmt |
| Management And General | $75,393 | ManagementAndGeneralAmt |
| Fundraising | $13,463 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $704,114 | TotalAmt |
| Program Services | $689,830 | ProgramServicesAmt |
| Management And General | $12,120 | ManagementAndGeneralAmt |
| Fundraising | $2,164 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| INSTRUCTIONAL EXP AND S | $1,312,626 | $1,280,200 | $27,277 | $5,149 |
| STUDENT FOOD SERVICE | $1,083,514 | $1,083,514 | ||
| DUES AND SUBSCRIPTIONS | $133,828 | $128,853 | $4,211 | $764 |
| BAD DEBT EXPENSE | $35,000 | $35,000 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,674,967 | TotalAmt |
| Program Services | $26,914,917 | ProgramServicesAmt |
| Management And General | $1,574,648 | ManagementAndGeneralAmt |
| Fundraising | $185,402 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,153,952 | BOYAmt |
| EOY | $7,712,447 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,331,066 | BOYAmt |
| EOY | $145,423 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $642,320 | BOYAmt |
| EOY | $549,959 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,673 | BOYAmt |
| EOY | $45,889 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $778,191 | BOYAmt |
| EOY | $634,512 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $52,029,889 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,653,082 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,258,686 | BOYAmt |
| EOY | $24,376,807 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,507,220 | BOYAmt |
| EOY | $6,386,731 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $535,107 | BOYAmt |
| EOY | $3,349,856 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,600 | BOYAmt |
| EOY | $106,856 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $81,947 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,361,815 | BOYAmt |
| EOY | $43,390,427 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,759,458 | BOYAmt |
| EOY | $1,245,030 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,428 | BOYAmt |
| EOY | $254,972 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,000 | BOYAmt |
| EOY | $143,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,123 | BOYAmt |
| EOY | $299,356 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,150,009 | BOYAmt |
| EOY | $1,942,358 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,596,991 | BOYAmt |
| EOY | $30,695,698 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,614,815 | BOYAmt |
| EOY | $10,752,371 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,211,806 | BOYAmt |
| EOY | $41,448,069 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,361,815 | BOYAmt |
| EOY | $43,390,427 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,277,855 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $514,118 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $258,550 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,442,913 | BeginningYearBalanceAmt |
| Contributions | $648,041 | ContributionsAmt |
| Investment Earnings Or Losses | $740,612 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $229,529 | OtherExpendituresAmt |
| End Year Balance | $10,602,037 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,115,370 | BeginningYearBalanceAmt |
| Contributions | $374,455 | ContributionsAmt |
| Investment Earnings Or Losses | -$858,200 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $188,712 | OtherExpendituresAmt |
| End Year Balance | $9,442,913 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,317,162 | BeginningYearBalanceAmt |
| Contributions | $87,959 | ContributionsAmt |
| Investment Earnings Or Losses | $1,899,559 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $189,310 | OtherExpendituresAmt |
| End Year Balance | $10,115,370 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,873,421 | BeginningYearBalanceAmt |
| Contributions | $309,613 | ContributionsAmt |
| Investment Earnings Or Losses | $300,999 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $166,871 | OtherExpendituresAmt |
| End Year Balance | $8,317,162 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,292,792 | BeginningYearBalanceAmt |
| Contributions | $266,789 | ContributionsAmt |
| Investment Earnings Or Losses | $439,802 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $125,962 | OtherExpendituresAmt |
| End Year Balance | $7,873,421 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.18840 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.59570 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.21590 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $821,613 | OtherCostOrOtherBasisAmt |
| Book Value | $821,613 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,981,746 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,760,536 | DepreciationAmt |
| Book Value | $21,221,210 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,042,301 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,465,496 | DepreciationAmt |
| Book Value | $1,576,805 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,184,229 | OtherCostOrOtherBasisAmt |
| Depreciation | $427,050 | DepreciationAmt |
| Book Value | $757,179 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $24,376,807 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BENEFICIAL INTEREST IN TRUST | $544,204 | F |
| FIDELITY GOVERNMENT MONEY MKT | $2,805,652 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,349,856 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS HELD | $30,960 |
| ANNUITIES PAYABLE | $1,573 |
| U.S. GRANTS REFUNDABLE | $82,460 |
| LEASE LIABILITY | $90,052 |
| PREPAID TUITION | $94,311 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $299,356 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,185,029 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $514,118 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $12,404 | OtherRevenueAmt |
| Revenue Not Reported | $526,522 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,658,507 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $10,112 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $8,728,493 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $8,738,605 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $27,397,112 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,948,766 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $12,404 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $12,404 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,936,362 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $10,112 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $8,728,493 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $8,738,605 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $28,674,967 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2023 AND, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 12,404. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 8,728,493. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 12,404. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 8,728,493. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BONANZA | Event1Nm |
| Gross Receipts Event1 | $74,008 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $68,308 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $5,700 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $6,151 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,784 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $469 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $74,008 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $68,308 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $5,700 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,151 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $5,784 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $469 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $12,404 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$6,704 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 591 | RecipientCnt |
| Non Cash Assistance | $8,728,493 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | NONCASH TUITION REDUCTION | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE I, PART III | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY PROVIDES NON-CASH TUITION REDUCTION SCHOLARSHIPS FOR STUDENTS. THE ORGANIZATION HAS SET CRITERIA FOR THESE SCHOLARSHIPS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR JIM DUNN | ||||||||||||||
| PRESIDENT | $176,456 | $0 | $0 | $0 | $0 | $0 | $52,707 | $0 | $39,092 | $0 | $268,255 | $0 | $0 | $0 |
| BRETT ANDREWS | ||||||||||||||
| VICE PRESIDENT, GRAD/PROF | $143,146 | $0 | $0 | $0 | $0 | $0 | $8,484 | $0 | $19,548 | $0 | $171,178 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | QUALIFIED CAMPUS LODGING IS FURNISHED. MINISTERS RECEIVE CLERGY HOUSING ALLOWANCE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| LEANN LITTLE | |||
| FAMILY MEMBER OF WARREN LITTLE, TRUSTEE | $53,223 | COMPENSATION FOR SERVICES | 0 |
| BEN ROTZ | |||
| FAMILY MEMBER OF ED ROTZ, TRUSTEE | $60,183 | COMPENSATION FOR SERVICES | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $62,738 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | GALLERY PEDESTALS | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,463 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES A THIRD PARTY BROKER TO SELL DONATED STOCK. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 VICE PRESIDENT FOR BUSINESS AFFAIRS. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |