2024-05-15T15:16:07-05:00 2023-06-30 481195228 KELLER & OWENS LLC 10955 LOWELL AVE STE 800 OVERLAND PARK KS 66210 990 2022-07-01 736085616 OKLAHOMA WESLEYAN UNIVERSITY OKLA 9183356243 2201 SILVER LAKE ROAD BARTLESVILLE OK 74006 DR JAMES DUNN PRESIDENT 9183356243 2024-05-15 1 DR JAMES DUNN 999009999 0 GREGORY D OWENS P00048643 9133383500 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DR JAMES DUNN 2201 SILVER LAKE ROAD BARTLESVILLE OK 74006 28746293 0 X WWW.OKWU.EDU X 1959 OK CHRISTIAN EDUCATION OF STUDENTS 31 29 560 46 0 0 7228251 3251474 23101933 23509788 696223 386188 261700 249662 31288107 27397112 8539537 8728493 0 0 10962047 10936607 0 0 185402 9460037 9009867 28961621 28674967 2326486 -1277855 44361815 43390427 2150009 1942358 42211806 41448069 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 26914917 8728493 23762577 THE UNIVERSITY EDUCATED 635 STUDENTS IN THE FALL SEMESTER, AND 551 STUDENTS IN THE SPRING SEMESTER. 26914917 1 1 0 0 0 0 0 1 0 1 1 1 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 1756 0 560 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 31 29 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 176456 0 91799 KERRI BOSTWICK PROVOST 40.00 X X 119327 0 26705 DR BILLY WILSON TRUSTEE 1.00 X 0 0 0 REV ED ROTZ ASST SECRETARY 1.00 X X 0 0 0 MR KYLE HUBBARD TRUSTEE 1.00 X 0 0 0 DR ROBERT BINGAMAN TRUSTEE 1.00 X 0 0 0 DR STEPHEN BABBY TRUSTEE 1.00 X 0 0 0 REV TIM PURCELL TRUSTEE 1.00 X 0 0 0 MR FRAN GONZALEZ TRUSTEE 1.00 X 0 0 0 DR YORTON CLARK TRUSTEE 1.00 X 0 0 0 DR ABEL LEDEZMA TRUSTEE 1.00 X 0 0 0 MR DOUG WALL TRUSTEE 1.00 X 0 0 0 MRS MARLA ADEE HOYER TRUSTEE 1.00 X 0 0 0 MR JAMES OCCHIPINTI TRUSTEE 1.00 X 0 0 0 MR JOHN QUINN TRUSTEE 1.00 X 0 0 0 MR ROB SWAGGER TRUSTEE 1.00 X 0 0 0 MR KEVIN FREEMAN 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 MRS KATHY WHITE TRUSTEE 1.00 X 0 0 0 MRS DANA SIEGEL TRUSTEE 1.00 X 0 0 0 REV MAX COLAW TRUSTEE 1.00 X 0 0 0 REV NATE ROVENSTINE TRUSTEE 1.00 X 0 0 0 REV PETER SALMON TRUSTEE 1.00 X 0 0 0 REV PHILL TAGUE TRUSTEE 1.00 X 0 0 0 REV MARK FUHR TRUSTEE 1.00 X 0 0 0 MR ROGER SKELLY VICE CHAIR 1.00 X X 0 0 0 MR ROGER METCALF CHAIRMAN 1.00 X X 0 0 0 MR DON WALKER TREASURER 1.00 X X 0 0 0 REV MICHAEL SKOR SECRETARY 1.00 X X 0 0 0 REV WES SMITH TRUSTEE 1.00 X 0 0 0 BRETT ANDREWS VICE PRESIDENT, GRAD/PROF 40.00 X 143146 0 28032 KEVIN OSBORN VICE PRESIDENT, ENROLLMENT 40.00 X 121649 0 25431 KIRK JACKSON CFO 40.00 X 119622 0 26653 KYLE WHITE VICE PRESIDENT, STUDENT DE 40.00 X 112035 0 28361 KORY PENCE VICE PRESIDENT, CREATIVE I 40.00 X 94918 0 33643 DAVID PRESTON EXEC DIR OF FDN BOARD 40.00 X 93791 0 18268 MARK WEETER VICE PRESIDENT, ACADEMIC A 40.00 X 93142 0 56377 1074086 0 335269 6 0 1 0 PIONEER COLLEGE CATERERS 2201 SILVER LAKE ROAD BARTLESVILLE OK 74006 CAMPUS FOOD SERVICE 1266041 ENROLLMENTFUEL 136 E ROSEMARY STREET SUITE 100 CHAPEL HILL NC 27514 ENROLLMENT MANAGEMENT 809096 JENZABAR 181 SOUTH LIBERTY STREET HARRISONBURG PA 22801 EDUCATION SOFTWARE 554054 MECHANICAL SOLUTIONS 1601 S MAIN STREET SUITE 104 TULSA OK 74119 HEATING & COOLING SERVICE 257366 SYNERGI PARTNERS INC 151 W EVANS STREET FLORENCE SC 29501 CONSULTING 208128 10 68308 1414608 138084 1630474 70201 3251474 TUITION AND FEES 611310 19778426 19778426 ROOM & BOARD FEES 611310 3276054 3276054 STUDENT FEES AND SERVICES 611310 323719 323719 CONFERENCE/CAMP REVENUE 611310 125787 125787 PROGRAM RENTAL INCOME 531120 5802 5802 23509788 416627 416627 3577 3577 1291758 14580 1330088 6689 -38330 7891 -30439 -30439 5700 68308 12404 -6704 -6704 58022 0 58022 58022 MISC INCOME 541990 153453 153453 BAD DEBT RECOVERY 541990 40668 40668 INSURANCE REIMB 541990 646 646 194767 27397112 23762577 0 383061 8728493 8728493 1701221 1072978 628243 113406 79384 34022 6439108 6266279 111314 61515 185864 111322 59963 14579 1968167 1641929 289024 37214 528841 514647 9142 5052 62625 62625 10112 10112 1343173 1247334 95223 616 904777 904777 113463 53798 44623 15042 1000988 943664 51525 5799 505451 426710 54696 24045 5135 5135 1795061 1706205 75393 13463 704114 689830 12120 2164 INSTRUCTIONAL EXP AND S 1312626 1280200 27277 5149 STUDENT FOOD SERVICE 1083514 1083514 DUES AND SUBSCRIPTIONS 133828 128853 4211 764 BAD DEBT EXPENSE 35000 35000 28674967 26914917 1574648 185402 X 5153952 7712447 3331066 145423 642320 549959 41673 45889 778191 634512 52029889 27653082 25258686 24376807 8507220 6386731 535107 3349856 113600 106856 0 81947 44361815 43390427 1759458 1245030 122428 254972 143000 143000 125123 299356 2150009 1942358 X 32596991 30695698 9614815 10752371 42211806 41448069 44361815 43390427 -1277855 514118 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 258550 X X X 0 9442913 648041 740612 229529 10602037 10115370 374455 -858200 188712 9442913 8317162 87959 1899559 189310 10115370 7873421 309613 300999 166871 8317162 7292792 266789 439802 125962 7873421 0.18840 0.59570 0.21590 0 0 821613 821613 37981746 16760536 21221210 12042301 10465496 1576805 1184229 427050 757179 24376807 BENEFICIAL INTEREST IN TRUST 544204 F FIDELITY GOVERNMENT MONEY MKT 2805652 F 3349856 DEPOSITS HELD 30960 ANNUITIES PAYABLE 1573 U.S. GRANTS REFUNDABLE 82460 LEASE LIABILITY 90052 PREPAID TUITION 94311 299356 X 19185029 514118 12404 526522 18658507 10112 8728493 8738605 27397112 19948766 12404 12404 19936362 10112 8728493 8738605 28674967 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. 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 74008 68308 5700 6151 5784 469 74008 68308 5700 6151 5784 469 12404 -6704 1 SCHOLARSHIPS 591 8728493 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 176456 0 0 0 0 0 52707 0 39092 0 268255 0 0 0 BRETT ANDREWS VICE PRESIDENT, GRAD/PROF 143146 0 0 0 0 0 8484 0 19548 0 171178 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 53223 COMPENSATION FOR SERVICES 0 BEN ROTZ FAMILY MEMBER OF ED ROTZ, TRUSTEE 60183 COMPENSATION FOR SERVICES 0 X 1 62738 FAIR MARKET VALUE X GALLERY PEDESTALS 1 7463 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 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. 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0