UNIVERSITY OF TULSA: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF TULSA (EIN 73-0579298)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-12
- IRS object ID
- 202311329349303901
- Schema version
- 2021v4.2
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T10:41:39-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641062246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730579298 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF TULSA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL D THESENVITZ | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 9186313244 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 S TUCKER DRIVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC SCHICK | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9186313244 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIC | PersonFirstNm |
| Person Last | SCHICK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael J Engle | PreparerPersonNm |
| PTIN | P00482834 | PTIN |
| Phone | 8162216300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRAD CARSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 S TUCKER DRIVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $417,557,351 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UTULSA.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1894 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 2619 | TotalEmployeeCnt |
| Total Volunteers | 1718 | TotalVolunteersCnt |
| Total Gross UBI | $1,116,740 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $60,352,111 | PYContributionsGrantsAmt |
| CY Contributions Grants | $70,040,682 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $192,646,885 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $206,945,196 | CYProgramServiceRevenueAmt |
| PY Investment Income | $66,698,819 | PYInvestmentIncomeAmt |
| CY Investment Income | $68,647,486 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,705,761 | PYOtherRevenueAmt |
| CY Other Revenue | $1,273,213 | CYOtherRevenueAmt |
| PY Total Revenue | $321,403,576 | PYTotalRevenueAmt |
| CY Total Revenue | $346,906,577 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $99,920,197 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $100,518,417 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $104,980,787 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $106,677,102 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $51,393 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $56,672 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,512,654 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $69,209,165 | PYOtherExpensesAmt |
| CY Other Expenses | $79,643,406 | CYOtherExpensesAmt |
| PY Total Expenses | $274,161,542 | PYTotalExpensesAmt |
| CY Total Expenses | $286,895,597 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $47,242,034 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $60,010,980 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,745,122,340 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,631,798,445 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $161,259,194 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $138,671,935 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,583,863,146 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,493,126,510 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $239,630,492 | ExpenseAmt |
| Grant | $100,277,706 | GrantAmt |
| Revenue | $187,187,731 | RevenueAmt |
| Desc | INSTRUCTION - THE UNIVERSITY SERVED APPROXIMATELY 2,728 UNDERGRADUATE AND 1,104 GRADUATE STUDENTS IN FISCAL YEAR ENDING JUNE 30, 2022. THIS CATEGORY INCLUDES DIRECT INSTRUCTION COSTS AS WELL AS HOUSING, DINING, STUDENT SERVICES, ATHLETICS, AUXILIARY ACTIVITIES, AND STUDENT AID. IT ALSO INCLUDES THE PORTION OF PLANT MAINTENANCE RELATED TO EDUCATION ACTIVITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,220,987 | ExpenseAmt |
| Grant | $163,789 | GrantAmt |
| Revenue | $13,957,384 | RevenueAmt |
| Desc | PUBLIC SERVICE - THIS ITEM INCLUDES 2 PUBLIC RADIO STATIONS, A SPEECH AND HEARING CLINIC, AND SEVERAL ACADEMIC JOURNALS. IT ALSO INCLUDES A PORTION OF PLANT MAINTENANCE RELATED TO PUBLIC SERVICE ACTIVITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,211,827 | ExpenseAmt |
| Grant | $76,922 | GrantAmt |
| Revenue | $5,800,081 | RevenueAmt |
| Desc | RESEARCH - THE INSTITUTION RECEIVES GRANTS FROM FEDERAL, STATE, AND LOCAL AGENCIES AS WELL AS FROM THE PRIVATE SECTOR. THE MAJOR PORTION OF THE INSTITUTION'S RESEARCH IS IN THE FIELDS OF PETROLEUM AND CHEMICAL ENGINEERING. IT ALSO INCLUDES A PORTION OF PLANT AND MAINTENANCE RELATED TO RESEARCH ACTIVITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $258,063,306 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 278 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2619 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL D THESENVITZ | PersonNm |
| Phone | 9186312583 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 S TUCKER DRIVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741043126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|---|---|
| PHILLIP MONTGOMERY | |||||||||
| FORMER HEAD FOOTBALL COACH | 40.0 | 0.0 | Yes (X) | $1,546,064 | $0 | $19,273 | |||
| FRANK HAITH | |||||||||
| FORMER MENS BASKETBALL COACH | 40.0 | 0.0 | Yes (X) | $995,842 | $0 | $19,304 | |||
| JANET LEVIT | |||||||||
| PROF/FORMER PRES & GEN COUNSEL | 40.0 | 1.0 | $724,793 | $0 | $2,491 | Yes (X) | |||
| JOSEPH GILLESPIE | |||||||||
| FORMER ASST FOOTBALL COACH FT | 40.0 | 0.0 | Yes (X) | $477,469 | $0 | $19,232 | |||
| BRAD CARSON | |||||||||
| PRESIDENT | 40.0 | 1.0 | $459,566 | $0 | $3,379 | Yes (X) | Yes (X) | ||
| RICHARD DICKSON | |||||||||
| VP & DIRECTOR OF ATHLETICS | 40.0 | 0.0 | $396,636 | $0 | $13,058 | Yes (X) | |||
| ROBERT BUTKIN | |||||||||
| ADJUNCT | 40.0 | 0.0 | Yes (X) | $318,600 | $0 | $9,753 | |||
| TRACY MANLY | |||||||||
| CHIEF INNOVATION OFFICER/PROF | 40.0 | 0.0 | $315,562 | $0 | $9,161 | Yes (X) | |||
| KAYLA HALE | |||||||||
| VP ADVANCEMENT & ALUMNI ENGAGE | 40.0 | 0.0 | $290,127 | $0 | $3,241 | Yes (X) | |||
| ELIZABETH BULLOCK | |||||||||
| GENERAL COUNSEL FT | 40.0 | 0.0 | $265,219 | $0 | $24,180 | Yes (X) | |||
| MATILDA MOSSMAN | |||||||||
| FORMER WOMENS BASKETBALL COACH | 40.0 | 0.0 | Yes (X) | $276,501 | $0 | $2,847 | |||
| DEAN SMITH | |||||||||
| PROVOST | 40.0 | 0.0 | $222,998 | $0 | $151 | Yes (X) | |||
| MICHAEL D THESENVITZ | |||||||||
| ASSOCIATE VP & CONTROLLER | 40.0 | 0.0 | $169,107 | $0 | $23,811 | Yes (X) | |||
| JOHN BURY | |||||||||
| FORMER CHIEF FINANCIAL OFFICER | 40.0 | 1.0 | $150,983 | $0 | $11,154 | Yes (X) | |||
| ERIC SCHICK | |||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 1.0 | $44,084 | $0 | $1,404 | Yes (X) | |||
| CLIFTON L TAULBERT | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| A CHARLES FUNAI | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| THOMAS COOPER | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| J SCOTT DICKMAN | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| KATHERINE G COYLE ESQ | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MARCIA MOTT MACLEOD | |||||||||
| TRUSTEE/VICE CHAIR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| JOHN FORREST MD | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| SEAN ALEXANDER | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| STEPHANIE MADSEN | |||||||||
| EX OFFICIO MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ANTWANE OWENS | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| DANA S WEBER | |||||||||
| TRUSTEE/CHAIR | 1.0 | 1.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| KEITH GODDARD | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| DAVID R EASTIN | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| WILLIAM CARMODY | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| FREDERIC DORWART | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ALBERT MYRES SR | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| BENNETT MILLER | |||||||||
| EX OFFICIO | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| BYRON SANDERS | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT THOMAS JR | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ROBYN EWING | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| RAYMOND A FOUTCH | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JERRY R GEISLER III | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,653,551 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $162,439 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 204 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EAB GLOBAL INC DBA EAB | |||||
| 2445 M ST NW | WASHINGTON | DC | 20037 | CONSULTING | $1,595,072 |
| INVESTURE LLC | |||||
| 240 W MAIN STREET SUITE 500 | CHARLOTTESVILLE | VA | 22902 | INVESTMENT MGMT | $4,632,406 |
| SODEXO INC AFFILIATES | |||||
| P O BOX 360170 | PITTSBURGH | PA | 15251 | DINING SERVICES | $5,727,216 |
| THE BOSTON CONSULTING GROUP | |||||
| 2501 N HARWOOD ST SUITE 2300 | DALLAS | TX | 75201 | STRATEGIC CONSULTING | $1,791,265 |
| WITT FIALA FLANNERY ASSOC INC | |||||
| 2815 OLIVE STREET | ST LOUIS | MO | 63103 | GROUNDS & JANITORIAL | $2,750,094 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 37 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $204,090 | FundraisingAmt |
| Government Grants | $9,004,315 | GovernmentGrantsAmt |
| All Other Contributions | $60,832,277 | AllOtherContributionsAmt |
| Noncash Contributions | $1,824,623 | NoncashContributionsAmt |
| Total Contributions | $70,040,682 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STUDENT TUITION & FEES | 611710 | $153,136,013 | $153,136,013 |
| AUXILLARY, ATHLETICS, HOUSING | 611710 | $34,051,716 | $34,051,716 |
| RESEARCH & SPONSORED PROJECTS | 611710 | $13,957,384 | $13,957,384 |
| SALES OF EDUCATION DEPT | 611710 | $4,548,701 | $4,548,701 |
| _ |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,251,382 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,251,382 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $206,945,196 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,933,519 | TotalRevenueColumnAmt |
| Exclusion | $4,933,519 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,425 | TotalRevenueColumnAmt |
| Exclusion | $18,425 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $219,129 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $51,526 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $167,603 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $167,603 | TotalRevenueColumnAmt |
| Exclusion | $167,603 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $123,775,571 | SecuritiesAmt |
| Other | $10,458,108 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $70,519,712 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $53,255,859 | SecuritiesAmt |
| Other | $10,458,108 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,713,967 | TotalRevenueColumnAmt |
| Exclusion | $63,713,967 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $49,981 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $204,090 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $79,536 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$29,555 | TotalRevenueColumnAmt |
| Exclusion | -$29,555 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income from Investment K-1s | Desc |
| Business | 525990 | BusinessCd |
| Total Revenue Column | $1,116,740 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,116,740 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,116,740 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $346,906,577 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $206,945,196 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,116,740 | UnrelatedBusinessRevenueAmt |
| Exclusion | $68,803,959 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,518,417 | TotalAmt |
| Program Services | $100,518,417 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,559,051 | TotalAmt |
| Program Services | $615,022 | ProgramServicesAmt |
| Management And General | $1,944,029 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,894,962 | TotalAmt |
| Program Services | $75,113,107 | ProgramServicesAmt |
| Management And General | $5,423,939 | ManagementAndGeneralAmt |
| Fundraising | $2,357,916 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,652,616 | TotalAmt |
| Program Services | $14,086,932 | ProgramServicesAmt |
| Management And General | $1,067,907 | ManagementAndGeneralAmt |
| Fundraising | $497,777 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,570,473 | TotalAmt |
| Program Services | $5,052,296 | ProgramServicesAmt |
| Management And General | $361,191 | ManagementAndGeneralAmt |
| Fundraising | $156,986 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,827 | TotalAmt |
| Management And General | $390,827 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,810 | TotalAmt |
| Management And General | $236,810 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,672 | TotalAmt |
| Fundraising | $56,672 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,558,457 | TotalAmt |
| Management And General | $3,558,457 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,591,097 | TotalAmt |
| Program Services | $14,103,132 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $487,965 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $903,469 | TotalAmt |
| Program Services | $643,358 | ProgramServicesAmt |
| Management And General | $260,111 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,557,203 | TotalAmt |
| Program Services | $17,285,885 | ProgramServicesAmt |
| Management And General | $1,760,443 | ManagementAndGeneralAmt |
| Fundraising | $510,875 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,850,611 | TotalAmt |
| Program Services | $103,034 | ProgramServicesAmt |
| Management And General | $2,747,577 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,927,995 | TotalAmt |
| Program Services | $5,676,425 | ProgramServicesAmt |
| Management And General | $204,323 | ManagementAndGeneralAmt |
| Fundraising | $47,247 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,817,360 | TotalAmt |
| Program Services | $4,754,868 | ProgramServicesAmt |
| Management And General | $25,135 | ManagementAndGeneralAmt |
| Fundraising | $37,357 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,833,980 | TotalAmt |
| Program Services | $1,466,589 | ProgramServicesAmt |
| Management And General | $59,942 | ManagementAndGeneralAmt |
| Fundraising | $307,449 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,791,457 | TotalAmt |
| Program Services | $3,565,109 | ProgramServicesAmt |
| Management And General | $226,348 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,360,325 | TotalAmt |
| Program Services | $10,499,086 | ProgramServicesAmt |
| Management And General | $2,861,239 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,972,676 | TotalAmt |
| Management And General | $2,972,676 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT EXPENSE | $2,170,200 | $2,170,200 | ||
| MEMBERSHIPS | $2,006,012 | $1,734,919 | $218,683 | $52,410 |
| EQUIPMENT RENTAL MAINTENANCE | $674,927 | $674,927 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,895,597 | TotalAmt |
| Program Services | $258,063,306 | ProgramServicesAmt |
| Management And General | $24,319,637 | ManagementAndGeneralAmt |
| Fundraising | $4,512,654 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,422,783 | BOYAmt |
| EOY | $9,318,943 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,397,707 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,185,282 | BOYAmt |
| EOY | $17,008,023 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,868,813 | BOYAmt |
| EOY | $12,600,882 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,467,677 | BOYAmt |
| EOY | $2,211,460 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,622 | BOYAmt |
| EOY | $228,215 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,325,521 | BOYAmt |
| EOY | $4,320,236 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $619,735,250 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $275,727,690 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,789,205 | BOYAmt |
| EOY | $344,007,560 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,164,520 | BOYAmt |
| EOY | $156,252,560 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $424,857,780 | BOYAmt |
| EOY | $470,614,372 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,141,916 | BOYAmt |
| EOY | $4,808,932 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $692,286,514 | BOYAmt |
| EOY | $610,427,262 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,745,122,340 | BOYAmt |
| EOY | $1,631,798,445 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,372,050 | BOYAmt |
| EOY | $21,073,494 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,355,389 | BOYAmt |
| EOY | $3,525,359 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,500,379 | BOYAmt |
| EOY | $8,783,924 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,226,177 | BOYAmt |
| EOY | $96,798,322 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,615,688 | BOYAmt |
| EOY | $50,544 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,189,511 | BOYAmt |
| EOY | $8,440,292 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,259,194 | BOYAmt |
| EOY | $138,671,935 | 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 | $187,094,774 | BOYAmt |
| EOY | $191,578,169 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,396,768,372 | BOYAmt |
| EOY | $1,301,548,341 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,583,863,146 | BOYAmt |
| EOY | $1,493,126,510 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,745,122,340 | BOYAmt |
| EOY | $1,631,798,445 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $60,010,980 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$177,366,916 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $26,619,300 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $286,895,597 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $292,525,904 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $286,895,597 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $292,525,904 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $431,515 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $107,879 | AffiliatedGroupTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $670,641,074 | BeginningYearBalanceAmt |
| Contributions | $12,202,860 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,359,083 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $27,191,096 | OtherExpendituresAmt |
| Administrative Expenses | $3,801,110 | AdministrativeExpensesAmt |
| End Year Balance | $649,492,645 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $507,020,390 | BeginningYearBalanceAmt |
| Contributions | $10,101,032 | ContributionsAmt |
| Investment Earnings Or Losses | $188,445,192 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $31,621,158 | OtherExpendituresAmt |
| Administrative Expenses | $3,304,382 | AdministrativeExpensesAmt |
| End Year Balance | $670,641,074 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $536,383,150 | BeginningYearBalanceAmt |
| Contributions | $10,198,952 | ContributionsAmt |
| Investment Earnings Or Losses | $6,803,602 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $43,544,506 | OtherExpendituresAmt |
| Administrative Expenses | $2,820,808 | AdministrativeExpensesAmt |
| End Year Balance | $507,020,390 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $529,570,858 | BeginningYearBalanceAmt |
| Contributions | $4,108,457 | ContributionsAmt |
| Investment Earnings Or Losses | $30,258,387 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $25,216,350 | OtherExpendituresAmt |
| Administrative Expenses | $2,338,202 | AdministrativeExpensesAmt |
| End Year Balance | $536,383,150 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $493,872,170 | BeginningYearBalanceAmt |
| Contributions | $21,460,768 | ContributionsAmt |
| Investment Earnings Or Losses | $42,286,041 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $26,175,069 | OtherExpendituresAmt |
| Administrative Expenses | $1,873,052 | AdministrativeExpensesAmt |
| End Year Balance | $529,570,858 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05580 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.94090 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00330 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,271,360 | OtherCostOrOtherBasisAmt |
| Book Value | $34,271,360 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $432,161,825 | OtherCostOrOtherBasisAmt |
| Depreciation | $148,101,232 | DepreciationAmt |
| Book Value | $284,060,593 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,821,967 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,931,904 | DepreciationAmt |
| Book Value | $9,890,063 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,984,595 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,698,613 | DepreciationAmt |
| Book Value | $10,285,982 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,495,503 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,995,941 | DepreciationAmt |
| Book Value | $5,499,562 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $344,007,560 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Hedge Funds | $234,241,339 | F |
| Private Equity | $236,373,033 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $470,614,372 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Deposits with Bond Trustee | $12,414,960 |
| Funds Held in Trust by Others | $591,935,069 |
| ROU Assets - Operating Leases | $6,077,233 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $610,427,262 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Deposits Payable | $2,363,058 |
| Operating Lease Liabilities | $6,077,234 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,440,292 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART III, LINE 1A | BOOK COLLECTIONS AND OTHER ART ARE HELD IN THE UNIVERSITY'S SPECIAL COLLECTIONS HOUSED IN MCFARLIN LIBRARY. THESE ARE NOT FOR PUBLIC VIEWING BUT ARE HELD FOR SCHOLARLY RESEARCH. |
| SCHEDULE D, PART III, LINE 4 | THE COLLECTIONS ARE HELD IN THE MCFARLIN LIBRARY IN THE SPECIAL COLLECTIONS. THESE ARE NOT HELD FOR PUBLIC VIEWING BUT ARE USED EXCLUSIVELY FOR SCHOLARLY RESEARCH. |
| SCHEDULE D, PART V, LINE 4 | THE UNIVERSITY OF TULSA'S ENDOWMENT FUNDS ARE PRIMARILY USED FOR SCHOLARSHIPS, FACULTY POSITIONS, AND OTHER OPERATING PURPOSES. |
| SCHEDULE D, PART X, LINE 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY OF TULSA PUBLISHES ITS EEO/AA STATEMENT ON ALL PUBLICATIONS, INCLUDING CLASS BULLETINS AND CLASS SCHEDULES AND ON ALL PRINT ADVERTISEMENTS. THE NONDISCRIMINATORY POLICY OF THE UNIVERSITY OF TULSA CAN BE FOUND ON THE HOMEPAGE OF THE WEBSITE. |
| SCHEDULE E, PART I, LINE 6A | THE UNIVERSITY OF TULSA PARTICIPATES IN STUDENT FINANCIAL ASSISTANCE PROGRAMS UNDER THE U.S. DEPARTMENT OF EDUCATION WHICH INCLUDE FEDERAL PELL GRANT, FEDERAL SUPPLEMENT EDUCATION OPPORTUNITY GRANT, FEDERAL WORK STUDY, FEDERAL DIRECT PLUS, AND FEDERAL DIRECT STUDENT LOAN PROGRAMS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $160,525,986 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | $172,055 | STUDY ABROAD |
| East Asia and the Pacific | 0 | 0 | Program Services | $26,099 | STUDY ABROAD |
| South America | 0 | 0 | Program Services | $25,783 | STUDY ABROAD |
| Central America and the Caribbean | 0 | 0 | Program Services | $20,625 | STUDY ABROAD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $160,770,548 | SubtotalSpentAmt |
| Total Spent | $160,770,548 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, LINE 3, COLUMN F | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES THE ACCRUAL METHOD OF ACCOUNTING FOR THE INVESTMENTS AND STUDY ABROAD EXPENSES. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BLACKMON GROUP | PersonNm |
| Activity | UNDERWRITE SALES SRVS | ActivityTxt |
| Fundraiser Control Of Funds | Yes (true) | FundraiserControlOfFundsInd |
| Gross Receipts | $286,575 | GrossReceiptsAmt |
| Retained By Contractor | $56,672 | RetainedByContractorAmt |
| Net To Organization | $229,903 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $286,575 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $56,672 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $229,903 | TotalNetToOrganizationAmt |
| Licensed States | OK | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FESTIVAL | Event1Nm |
| Gross Receipts Event1 | $145,409 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $95,428 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $49,981 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $1,382 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $385 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $40,329 | OtherDirectExpensesEvent1Amt |
| Event2 | KWGS | Event2Nm |
| Gross Receipts Event2 | $62,188 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $62,188 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $37,440 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $46,474 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $46,474 | CharitableContriOtherEventsAmt |
| Gross Receipts Total | $254,071 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $204,090 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $49,981 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $1,382 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $385 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $77,769 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $79,536 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$29,555 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | UNIVERSITY SCHOLARSHIPS, FELLOWSHIPS, AND GRANTS | GrantTypeTxt |
| Recipient | 5150 | RecipientCnt |
| Cash Grant | $100,518,417 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ALL GRANTS ARE FINANCIAL AID AND APPLIED DIRECTLY TO STUDENT ACCOUNTS. IT IS A CONTINUAL PROCESS IN WHICH WE AWARD STUDENT AID WITHIN FEDERAL GUIDELINES AT THE INITIAL AWARD PERIOD. IF CHANGES TO A STUDENT'S STATUS OCCUR, THE STUDENT'S AID PACKAGE COMPONENTS ARE REVIEWED TO ENSURE ANY/ALL ADJUSTMENTS MADE MAINTAIN COMPLIANCE WITH TITLE IV FUND RULES. OUR ASSISTANT DIRECTOR OF COMPLIANCE RUNS REPORTS, DAILY, WEEKLY, AND MONTHLY TO ENSURE COMPLIANCE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL D THESENVITZ | ||||||||||||||
| ASSOCIATE VP & CONTROLLER | $169,107 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $23,811 | $0 | $192,918 | $0 | $0 | $0 |
| KAYLA HALE | ||||||||||||||
| VP ADVANCEMENT & ALUMNI ENGAGE | $288,661 | $0 | $0 | $0 | $1,466 | $0 | $0 | $0 | $3,241 | $0 | $293,368 | $0 | $0 | $0 |
| RICHARD DICKSON | ||||||||||||||
| VP & DIRECTOR OF ATHLETICS | $396,636 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $13,058 | $0 | $409,694 | $0 | $0 | $0 |
| JANET LEVIT | ||||||||||||||
| PROF/FORMER PRES & GEN COUNSEL | $474,160 | $0 | $228,846 | $0 | $21,787 | $0 | $0 | $0 | $2,491 | $0 | $727,284 | $0 | $0 | $0 |
| TRACY MANLY | ||||||||||||||
| CHIEF INNOVATION OFFICER/PROF | $296,062 | $0 | $0 | $0 | $19,500 | $0 | $0 | $0 | $9,161 | $0 | $324,723 | $0 | $0 | $0 |
| JOHN BURY | ||||||||||||||
| FORMER CHIEF FINANCIAL OFFICER | $150,238 | $0 | $0 | $0 | $745 | $0 | $0 | $0 | $11,154 | $0 | $162,137 | $0 | $0 | $0 |
| ELIZABETH BULLOCK | ||||||||||||||
| GENERAL COUNSEL FT | $265,219 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $24,180 | $0 | $289,399 | $0 | $0 | $0 |
| BRAD CARSON | ||||||||||||||
| PRESIDENT | $459,566 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $3,379 | $0 | $462,945 | $0 | $0 | $0 |
| DEAN SMITH | ||||||||||||||
| PROVOST | $222,998 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $151 | $0 | $223,149 | $0 | $0 | $0 |
| PHILLIP MONTGOMERY | ||||||||||||||
| FORMER HEAD FOOTBALL COACH | $1,402,104 | $0 | $125,000 | $0 | $18,960 | $0 | $0 | $0 | $19,273 | $0 | $1,565,337 | $0 | $0 | $0 |
| FRANK HAITH | ||||||||||||||
| FORMER MENS BASKETBALL COACH | $974,026 | $0 | $0 | $0 | $21,816 | $0 | $0 | $0 | $19,304 | $0 | $1,015,146 | $0 | $0 | $0 |
| JOSEPH GILLESPIE | ||||||||||||||
| FORMER ASST FOOTBALL COACH FT | $433,396 | $0 | $44,073 | $0 | $0 | $0 | $0 | $0 | $19,232 | $0 | $496,701 | $0 | $0 | $0 |
| ROBERT BUTKIN | ||||||||||||||
| ADJUNCT | $316,491 | $0 | $0 | $0 | $2,109 | $0 | $0 | $0 | $9,753 | $0 | $328,353 | $0 | $0 | $0 |
| MATILDA MOSSMAN | ||||||||||||||
| FORMER WOMENS BASKETBALL COACH | $130,585 | $0 | $0 | $0 | $145,916 | $0 | $0 | $0 | $2,847 | $0 | $279,348 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | THE UNIVERSITY OF TULSA PROVIDED THE FOLLOWING BENEFITS THAT ARE INCLUDED AS TAXABLE INCOME IN THE FOLLOWING OFFICERS, TRUSTEES, OR KEY EMPLOYEES W-2S: FRANK HAITH: CHARTER TRAVEL PHILLIP MONTGOMERY: CHARTER TRAVEL JOSEPH GILLESPIE: CHARTER TRAVEL RICHARD DICKSON: CHARTER TRAVEL, HOUSING ALLOWANCE JANET LEVIT: CHARTER TRAVEL, DISCRETIONARY SPENDING |
| SCHEDULE J, PART I, LINE 4A | THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT DURING THE YEAR: MATILDA MOSSMAN - $145,916 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| TULSA INDUSTRIAL AUTHORITY | ||||||||
| A | 731372018 | 899676ML1 | 2011-03-22 | $30,323,703 | SEE PART VI | false | false | false |
| TULSA INDUSTRIAL AUTHORITY | ||||||||
| B | 731372018 | 89965QBC1 | 2013-11-20 | $32,739,855 | BUILD STUDENT DORMITORY | false | false | false |
| TULSA INDUSTRIAL AUTHORITY | ||||||||
| C | 731372018 | 89965QBV9 | 2015-11-19 | $28,859,991 | SEE PART VI | false | false | false |
| TULSA INDUSTRIAL AUTHORITY | ||||||||
| D | 731372018 | 899676MW7 | 2017-12-28 | $21,336,301 | SEE PART VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $22,413,000 | $0 | $30,323,703 | $2,753,912 | $0 | $0 | $573,058 | $0 | $0 | $8,149,287 | $18,847,446 | $0 | 2012 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $7,032,000 | $0 | $32,739,855 | $2,206,862 | $0 | $0 | $532,993 | $0 | $0 | $30,000,000 | $0 | $0 | 2015 | false | false | Yes (true) | Yes (true) |
| C | $6,090,000 | $0 | $28,859,991 | $1,899,700 | $0 | $0 | $499,667 | $0 | $0 | $0 | $26,460,624 | $0 | 2015 | false | Yes (true) | Yes (true) | Yes (true) |
| D | $4,610,000 | $0 | $21,336,301 | $2,064,810 | $0 | $0 | $413,521 | $0 | $0 | $0 | $18,857,970 | $0 | 2017 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
| C | false | false | false | false | 0 | false | false | false | Yes (true) |
| D | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| A | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| B | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| C | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| D | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| GROUP 1, PART I, ROW A, COLUMN (F) | BUILDING AND REFUND PRIOR ISSUE 3/21/1996 |
| GROUP 1, PART I, ROW C, COLUMN (F) | FUNDS TO REFUND A PRIOR ISSUE SERIES - 2006-7/28/2006 |
| GROUP 1, PART I, ROW D, COLUMN (F) | PROCEEDS FROM THE 2017 SERIES BOND WERE USED TO ADVANCE REFUND $27,715,000 IN AGGREGATE PRINCIPAL AMOUNT OF THE 2006 SERIES BONDS MATURING OCTOBER 1, 2018 THROUGH 2031. |
| GROUP 1, PART IV, LINE 2C, COLUMN A | DATE THE REBATE COMPUTATION WAS PERFORMED: 7/15/2021 |
| GROUP 1, PART IV, LINE 2C, COLUMN D | DATE THE REBATE COMPUTATION WAS PERFORMED: 7/15/2021 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | B | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TULSA INDUSTRIAL AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 731372018 | BondIssuerEIN |
| Bond Issued | 2019-08-22 | BondIssuedDt |
| Issue Price | $27,155,000 | IssuePriceAmt |
| Purpose | SEE PART VI | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | B | BondReferenceCd |
| Retired | $933,000 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $27,155,000 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $383,601 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $0 | CapitalExpendituresAmt |
| Other Spent Proceeds | $26,771,399 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2019 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | B | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (true) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (true) | EngageBondCounselContractsInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.03280 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.03280 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | B | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| No Rebate Due | Yes (true) | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | B | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| GROUP 2, PART I, ROW A, COLUMN (F) | PROCEEDS FROM THE 2017 SERIES BOND WERE USED TO ADVANCE REFUND $27,715 IN AGGREGATE PRINCIPAL AMOUNT OF THE 2006 SERIES BONDS MATURING OCTOBER 1, 2018 THROUGH 2031. |
| GROUP 2, PART IV, LINE 2C, COLUMN A | DATE THE REBATE COMPUTATION WAS PERFORMED: 7/15/2021 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 31 | ContributionCnt |
| Noncash Contributions Rpt F990 | $34,050 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR LETTER | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $7,999 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR LETTERS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 31 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,650,939 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MEAN MARKET PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 455 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15,281 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR LETTERS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | RENTAL SPACE | 1 | $99,337 | DONOR LETTER |
| Yes (X) | EQUIPMENT | 3 | $5,557 | DONOR LETTERS |
| Yes (X) | MISC ITEMS | 308 | $11,460 | APPRAISAL/DONOR/INV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN B | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS IN THIS COLUMN REPRESENT THE NUMBER OF ITEMS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 & PART III, LINE 1 | The University of Tulsa is a student-centered research university that cultivates interconnected learning experiences to explore complex ideas and create new knowledge in a spirit of free inquiry. Guided by our commitment to diversity, equity, and service, we prepare individuals to make meaningful contributions to our campus, our community, and our world. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE DIRECTOR OF ACCOUNTING AND PAYROLL GATHERS THE FORM 990 INFORMATION AND PROVIDES IT TO AN INDEPENDENT CPA FIRM TO PREPARE AND REVIEW THE FORM 990. A DRAFT OF THE FORM 990 IS PROVIDED TO MANAGEMENT FOR REVIEW. ANY QUESTIONS OR CONCERNS ARE ADDRESSED. THE FORM 990 IS THEN PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | DISCLOSURE OF FINANCIAL INTERESTS: A TRUSTEE WHO HAS A KNOWN MATERIAL FINANCIAL INTEREST IN A PENDING OR PROPOSED TRANSACTION OR BUSINESS ARRANGEMENT INVOLVING THE UNIVERSITY SHALL PROMPTLY DISCLOSE TO THE BOARD THE EXISTENCE OF THE INTEREST AND OTHER MATERIAL INFORMATION THAT THE TRUSTEE MAY HAVE REGARDING THE TRANSACTION OR ARRANGEMENT. IN ADDITION, EACH TRUSTEE SHALL ANNUALLY SIGN AND SUBMIT TO THE SECRETARY OF THE BOARD A STATEMENT DISCLOSING ALL MATERIAL FINANCIAL INTERESTS, KNOWN TO THE TRUSTEE, OF THE TRUSTEE OR A FAMILY MEMBER, IN ANY OUTSIDE ENTITY WITH WHICH THE TRUSTEE KNOWS THE UNIVERSITY HAS OR IS CONSIDERING A TRANSACTION OR OTHER BUSINESS RELATIONSHIP, OR AFFIRMING THAT THE TRUSTEE KNOWS OF NO SUCH INTERESTS. DETERMINATION WHETHER CONFLICT OF INTEREST EXISTS: THE SECRETARY SHALL REVIEW ANNUAL DISCLOSURE STATEMENTS TO DETERMINE WHETHER A MATERIAL FINANCIAL INTEREST HAS BEEN DISCLOSED. IF A MATERIAL FINANCIAL INTEREST HAS BEEN DISCLOSED, THE SECRETARY SHALL PROMPTLY SUBMIT TO THE CHAIR OF THE BOARD'S AUDIT COMMITTEE OR, IF THE INTERESTS INVOLVE THE CHAIR OF THE AUDIT COMMITTEE, ANOTHER MEMBER OF THE AUDIT COMMITTEE, SUCH DISCLOSURE FORMS TOGETHER WITH ANY ADDITIONAL INFORMATION ABOUT THE CURRENT OR PROPOSED TRANSACTION OR BUSINESS RELATIONSHIP THAT MAY GIVE RISE TO A CONFLICT OF INTEREST THAT THE SECRETARY IN CONSULTATION WITH THE AUDIT COMMITTEE BELIEVES MAY BE INFORMATIVE. THE AUDIT COMMITTEE SHALL REVIEW THE MATTER AND DETERMINE WHETHER THERE IS A CONFLICT OF INTEREST. IF THE INTERESTS BEING REVIEWED INVOLVE A MEMBER OF THE AUDIT COMMITTEE, THE MEMBER SHALL NOT PARTICIPATE IN OR BE PRESENT DURING THE COMMITTEE'S CONSIDERATION OF THE MATTER EXCEPT AS REQUESTED BY THE COMMITTEE TO ANSWER QUESTIONS OR PROVIDE INFORMATION. THE AUDIT COMMITTEE MAY REVIEW SUCH INFORMATION AS IT DEEMS PERTINENT, INCLUDING POSING QUESTIONS TO THE INTERESTED TRUSTEE INVOLVED. IF THE AUDIT COMMITTEE DETERMINES THAT THERE IS A CONFLICT OF INTEREST, IT SHALL SO ADVISE THE INTERESTED TRUSTEE, WHO SHALL HAVE AN OPPORTUNITY TO ADDRESS THE MATTER WITH THE AUDIT COMMITTEE. IF THE AUDIT COMMITTEE OR THE TRUSTEE INVOLVED BELIEVES THAT TO DO SO IS INDICATED, THE MATTER MAY BE REFERRED TO THE BOARD. IF A CONFLICT OF INTEREST DETERMINATION IS REFERRED TO THE BOARD, EITHER FOLLOWING REVIEW BY THE AUDIT COMMITTEE OR IF DISCLOSURE IS MADE IN THE FIRST INSTANCE TO THE BOARD (FOR EXAMPLE, WHERE A TRUSTEE BECOMES AWARE OF A POSSIBLE CONFLICT OF INTEREST DURING OR JUST BEFORE A MEETING OF THE BOARD), UNLESS THE TRUSTEE ELECTS RECUSAL, THE BOARD SHALL DECIDE WHETHER A CONFLICT OF INTEREST EXISTS. THE BOARD MAY QUESTION THE INTERESTED TRUSTEE, AND THE TRUSTEE SHALL HAVE AN OPPORTUNITY TO ADDRESS TO THE BOARD WHETHER THERE IS A CONFLICT. THE INTERESTED TRUSTEE SHALL LEAVE THE BOARD MEETING WHILE THE DISINTERESTED MEMBERS OF THE BOARD DETERMINE, BY MAJORITY VOTE, WHETHER THE FINANCIAL INTEREST GIVES RISE TO A CONFLICT OF INTEREST. IF IT IS DETERMINED THAT NO CONFLICT OF INTEREST EXISTS, THE INTERESTED TRUSTEE MAY REJOIN THE MEETING AND PARTICIPATE FULLY IN THE DISCUSSION OF AND VOTE ON THE PROPOSED TRANSACTION OR ARRANGEMENT. CONSIDERATION OF MATTERS INVOLVING CONFLICT OF INTEREST: IF THE BOARD DETERMINES THAT A TRUSTEE HAS A CONFLICT OF INTEREST IN A MATTER BEFORE THE BOARD, THE BOARD MAY PERMIT THE INTERESTED TRUSTEE TO MAKE A PRESENTATION REGARDING THE MATTER, BUT THE INTERESTED TRUSTEE SHALL NOT PARTICIPATE IN THE DISCUSSION OF, AND THE VOTE ON, THE PROPOSED TRANSACTION OR ARRANGEMENT. THE BOARD SHALL APPROVE THE TRANSACTION OR ARRANGEMENT ONLY UPON A FINDING, BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES, THAT THE TRANSACTION OR ARRANGEMENT IS IN THE UNIVERSITY'S BEST INTEREST, IS FOR THE UNIVERSITY'S BENEFIT, AND IS FAIR AND REASONABLE TO THE UNIVERSITY. THE BOARD MAY ENGAGE SUCH CONSULTANTS AS IT DEEMS NECESSARY OR USEFUL TO ASSIST ITS DETERMINATION OF THESE ISSUES. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION COMMITTEE OF THE BOARD REVIEWS ALL MULTI-YEAR CONTRACTS OF EMPLOYMENT AND ANY EMPLOYMENT OFFER FOR THE PRESIDENT. THE COMMITTEE COMPARES TO THE SALARY SURVEY PROVIDED BY INDEPENDENT OUTSIDE CONSULTANTS. THIS PROCESS WAS LAST CONDUCTED WITH THE REPLACEMENT OF THE CURRENT PRESIDENT WHO STARTED JULY 1, 2021. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY POSTS ITS FINANCIAL STATEMENTS ON THE UNIVERSITY WEBSITE. |
| FORM 990, PART XI, LINE 9 | ENDOWMENT DISTRIBUTIONS OF REALIZED GAINS $ 28,057,359 ADJUSTMENT FOR UNRECOGNIZED POSTRETIREMENT COSTS (321,319) UNRELATED BUSINESS INCOME FROM INVESTMENT K-1S (1,116,740) ----------------- TOTAL $ 26,619,300 |
| FORM 990, PART XII, LINE 2 | ON JULY 1, 2008, THE UNIVERSITY OF TULSA CONTRACTED WITH THE CITY OF TULSA TO MANAGE THE GILCREASE MUSEUM. THE GILCREASE MUSEUM MANAGEMENT TRUST WAS FORMED, APPLIED FOR AND WAS ACCEPTED AS AN EXEMPT 501(C)(3) ORGANIZATION BY THE INTERNAL REVENUE SERVICE ON 2/12/2008. THE UNIVERSITY OF TULSA REPORTS ITS FINANCIAL STATEMENTS ON A CONSOLIDATED BASIS THAT INCLUDES THE GILCREASE MUSEUM MANAGEMENT TRUST'S ACTIVITIES AS REQUIRED BY ACCOUNTING SERIES CODIFICATION 958-810-25. FOR IRS COMPLIANCE PURPOSES, THE UNIVERSITY OF TULSA'S FINANCIAL INFORMATION REPORT ON FORM 990 DOES NOT INCLUDE THE GILCREASE MUSEUM MANAGEMENT TRUST'S FINANCIAL INFORMATION. THE GILCREASE MUSEUM MANAGEMENT TRUST FILES FORM 990 SEPARATELY FROM THE UNIVERSITY OF TULSA. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION'S AUDIT AND RISK MANAGEMENT COMMITTEE OF THE BOARD OF TRUSTEES IS CHARGED WITH THE FOLLOWING DUTIES: 1. RECOMMEND HIRING INDEPENDENT AUDITORS, COUNSEL, OR OTHER CONSULTANTS AS NECESSARY. 2. REVIEW WITH MANAGEMENT THE POLICIES AND PROCEDURES WITH RESPECT TO OFFICERS, KEY EMPLOYEES, DISQUALIFIED PERSONS, EXPENSES ACCOUNTS, AND PERKS, INCLUDING EXCESS BENEFIT TRANSACTIONS. 3. INQUIRE OF MANAGEMENT, THE INDEPENDENT AUDITORS, AND CHIEF FINANCIAL OFFICER ABOUT SIGNIFICANT RISKS OR EXPOSURES FACING THE ORGANIZATION; ASSESS THE STEPS MANAGEMENT HAS TAKEN OR PROPOSES TO TAKE TO MINIMIZE SUCH RISKS TO THE UNIVERSITY AND PERIODICALLY CONDUCT REVIEWS. 4. REVIEW WITH INDEPENDENT AUDITORS AND CHIEF FINANCIAL OFFICER THE ADEQUACY OF THE ORGANIZATION'S INTERNAL CONTROLS. 5. REVIEW WITH INDEPENDENT AUDITOR THE ANNUAL AUDIT OF THE UNIVERSITY AND ALL CRITICAL ACCOUNTING POLICIES AND PRACTICES USED BY THE UNIVERSITY. 6. REVIEW WRITTEN COMMUNICATIONS BETWEEN THE INDEPENDENT AUDITORS AND MANAGEMENT. 7. REVIEW WITH MANAGEMENT AND THE INDEPENDENT AUDITORS: A. THE UNIVERSITY'S ANNUAL FINANCIAL STATEMENTS AND RELATED FOOTNOTES. B. THE INDEPENDENT AUDITORS' AUDIT OF FINANCIAL STATEMENTS AND THEIR REPORT. C. ANY SIGNIFICANT CHANGES REQUIRED IN THE INDEPENDENT AUDITORS' AUDIT PLAN. D. THE UNIVERSITY'S FILING OF THE IRS FORM 990. 8. PERIODICALLY REVIEW THE ORGANIZATION'S CODE OF CONDUCT/ETHICS TO ENSURE THAT IT IS ADEQUATE AND UP-TO-DATE. 9. REVIEW PROCEDURES FOR THE CONFIDENTIAL, ANONYMOUS SUBMISSION BY EMPLOYEES REGARDING QUESTIONABLE ACCOUNTING OR AUDITING MATTERS. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GILCREASE MANAGEMENT TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 S TUCKER DRIVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262205415 | EIN |
| Primary Activities | MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIV TULSA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GILCREASE MUSEUM MANAGEM | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTH TUCKER DRIVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262205415 | EIN |
| Total Grassroots Lobby | $0 | TotalGrassrootsLobbyAmt |
| Total Direct Lobby | $0 | TotalDirectLobbyAmt |
| Total Lobby Expenditure | $0 | TotalLobbyExpenditureAmt |
| Other Exempt Purpose Expend | $5,630,307 | OtherExemptPurposeExpendAmt |
| Total Exempt Purpose Expend | $5,630,307 | TotalExemptPurposeExpendAmt |
| Lobby Nontx | $431,515 | LobbyNontxAmt |
| Grassroots Nontx | $107,879 | GrassrootsNontxAmt |
| Total Lobby Grssroot Mns Nontx | $0 | TotalLobbyGrssrootMnsNontxAmt |
| Tot Lbby Expend Mns Lobby Nontx | $0 | TotLbbyExpendMnsLobbyNontxAmt |
| Share Excess Lobby Expend | $0 | ShareExcessLobbyExpendAmt |