OKLAHOMA CITY UNIVERSITY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- OKLAHOMA CITY UNIVERSITY (EIN 73-0579265)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-09
- IRS object ID
- 202211299349302566
- Schema version
- 2020v4.2
- 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 D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-09T14:43:46-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19026 RIDGEWOOD PKWY STE 400 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78259 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730579265 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA CITY UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OKLA | BusinessNameControlTxt |
| Phone | 4052085000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 N BLACKWELDER | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNA DAVIS | PersonNm |
| Person Title | CONTROLLER | PersonTitleTxt |
| Phone | 4052085000 | PhoneNum |
| Signature | 2022-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANNA | PersonFirstNm |
| Person Last | DAVIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPHINE BEHREND | PreparerPersonNm |
| PTIN | P00715390 | PTIN |
| Phone | 2108286281 | PhoneNum |
| Preparation | 2022-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KENNETH EVANS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 N BLACKWELDER | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $110,097,903 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OKCU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1904 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | OKLAHOMA CITY UNIVERSITY EMBRACES THE UNITED METHODIST TRADITION OF SCHOLARSHIP AND SERVICE AND WELCOMES ALL FAITHS IN A CULTURALLY RICH COMMUNITY DEDICATED TO STUDENT SUCCESS. MEN AND WOMEN PURSUE ACADEMIC EXCELLENCE THROUGH A RIGOROUS CURRICULUM FOCUSED ON STUDENTS' INTELLECTUAL, MORAL, AND SPIRITUAL DEVELOPMENT TO PREPARE THEM TO BECOME EFFECTIVE LEADERS IN SERVICE TO THEIR COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 40 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 40 | VotingMembersIndependentCnt |
| Total Employee | 1413 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,430,964 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,987,556 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $87,970,250 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $92,656,388 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,152,887 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,852,646 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,126,805 | PYOtherRevenueAmt |
| CY Other Revenue | $1,718,361 | CYOtherRevenueAmt |
| PY Total Revenue | $115,680,906 | PYTotalRevenueAmt |
| CY Total Revenue | $109,214,951 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $33,844,156 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $33,951,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $42,572,092 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $42,846,348 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,830,647 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $30,531,848 | PYOtherExpensesAmt |
| CY Other Expenses | $35,127,787 | CYOtherExpensesAmt |
| PY Total Expenses | $106,948,096 | PYTotalExpensesAmt |
| CY Total Expenses | $111,925,635 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,732,810 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,710,684 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $339,604,842 | TotalAssetsBOYAmt |
| Total Assets EOY | $362,717,659 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $125,364,676 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $121,697,745 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $214,240,166 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $241,019,914 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OKLAHOMA CITY UNIVERSITY EMBRACES THE UNITED METHODIST TRADITION OF SCHOLARSHIP AND SERVICE AND WELCOMES ALL FAITHS IN A CULTURALLY RICH COMMUNITY DEDICATED TO STUDENT SUCCESS. MEN AND WOMEN PURSUE ACADEMIC EXCELLENCE THROUGH A RIGOROUS CURRICULUM FOCUSED ON STUDENTS' INTELLECTUAL, MORAL, AND SPIRITUAL DEVELOPMENT TO PREPARE THEM TO BECOME EFFECTIVE LEADERS IN SERVICE TO THEIR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $94,736,729 | ExpenseAmt |
| Grant | $32,653,022 | GrantAmt |
| Revenue | $81,544,518 | RevenueAmt |
| Desc | INSTRUCTIONAL PROGRAMS. PROGRAMS INCLUDE ACADEMIC INSTRUCTION AND RELATED SERVICES FOR UNDERGRADUATE AND GRADUATE STUDENTS, INCLUDING FINANCIAL AID IN THE FORM OF SCHOLARSHIPS AND STUDENT AID. AVERAGE STUDENT ENROLLMENT FOR THE 2020-2021 ACADEMIC YEAR WAS 2550. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,411,768 | ExpenseAmt |
| Grant | $1,298,478 | GrantAmt |
| Revenue | $11,111,870 | RevenueAmt |
| Desc | AUXILIARY SERVICES INCLUDE EXPENDITURES AND SERVICES THAT SUPPORT EDUCATIONAL ACTIVITIES, INCLUDING THE UNIVERSITY BOOKSTORE, ROOM AND BOARD, VENDING, AND OTHER VARIOUS OPERATIONS THAT SUPPORT THE MISSION OF THE UNIVERSITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $100,148,497 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 176 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1413 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | Yes (1) | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 40 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 40 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA CITY UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4052085000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 N BLACKWELDER | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73106 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (57 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| JAMES ROTH | |||||||
| DEAN | 40.00 | Yes (X) | $280,059 | $0 | $17,961 | ||
| STEVEN AGEE | |||||||
| DEAN | 40.00 | Yes (X) | $222,531 | $0 | $34,550 | ||
| LEE PEOPLES | |||||||
| DIRECTOR | 40.00 | Yes (X) | $181,203 | $0 | $44,887 | ||
| CASEY ROSS | |||||||
| UNIVERSITY GENERAL COUNSEL | 40.00 | $189,118 | $0 | $32,493 | Yes (X) | ||
| AMY CATALDI | |||||||
| DEAN | 40.00 | Yes (X) | $166,940 | $0 | $32,492 | ||
| PAULA DALLEY | |||||||
| ASSOCIATE DEAN | 40.00 | Yes (X) | $171,981 | $0 | $26,478 | ||
| KEVIN WINDHOLZ | |||||||
| VICE PRESIDENT, ENROLLMENT/COMMS | 40.00 | $136,862 | $0 | $29,684 | Yes (X) | ||
| LYNANN STERK-BROOKS | |||||||
| VICE PRESIDENT, ADVANCEMENT | 40.00 | $143,283 | $0 | $18,751 | Yes (X) | ||
| GERRY HUNT | |||||||
| CHIEF INFORMATION OFFICER | 40.00 | $122,830 | $0 | $34,406 | Yes (X) | ||
| JOEY CROSLIN | |||||||
| VICE PRESIDENT, HUMAN RESOURCES | 40.00 | $127,293 | $0 | $26,292 | Yes (X) | ||
| JAMES ABBOTT | |||||||
| ASSISTANT VICE PRESIDENT, ATHLETICS | 40.00 | $104,664 | $0 | $47,929 | Yes (X) | ||
| AMY AYRES | |||||||
| VICE PRESIDENT, STUDENT AFFAIRS | 40.00 | $129,253 | $0 | $14,457 | Yes (X) | ||
| MARTHA BURGER | |||||||
| PRESIDENT | 40.00 | $114,732 | $0 | $11,192 | Yes (X) | ||
| BRYCE ENGELBERT | |||||||
| SR DR & CONTROLLER END - 3/3/21 | 40.00 | $102,718 | $0 | $4,668 | Yes (X) | ||
| TALIA CARROLL | |||||||
| VICE PRESIDENT, DIVERSITY, EQUITY | 40.00 | $73,439 | $0 | $11,078 | Yes (X) | ||
| KEVAN BUCK | |||||||
| VICE PRESIDENT, FINANCE /CFO | 40.00 | $27,440 | $0 | $3,218 | Yes (X) | ||
| ANNA DAVIS | |||||||
| SENIOR DIRECTOR AND CONTROLLER | 40.00 | $0 | $0 | $0 | Yes (X) | ||
| JAMES JIMMY NUNN | |||||||
| RESIDENT BISHOP | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| WILLIAM F SHDEED | |||||||
| CHAIRMAN EMERITUS | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| RONALD J NORICK | |||||||
| IMMEDIATE PAST CHAIRMAN & EMERITUS | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| NICHOLAS HARROZ III | |||||||
| TREASURER | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| JANE JAYROE GAMBLE | |||||||
| SECRETARY | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| GARY HOMSEY | |||||||
| VICE CHAIRMAN | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| PAUL MCLAUGHLIN | |||||||
| CHAIRMAN | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| TAHROHON WAYNE TW SHANNON | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JEANNE HOFFMAN SMITH | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SALLY STARLING | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| PATRICK T ROONEY | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JERRY B VANNATTA | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KATHY L WILLIAMS | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SHANNON RODENBERG | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MEG SALYER | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| WILLIAM MEE | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| GEORGE R RANDALL | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RICHARD PARRY | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| HERMAN MEINDERS | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JUDY LOVE | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ROBERT E LONG | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JENEE NAIFEH LISTER | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DAVID WILSON | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| CATHY LEICHTER | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DON KIM | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| TRICIA L EVEREST | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BILL JUNK | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| EMMANUEL E EDEM | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| GERALD L GAMBLE | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JACK GOLSEN | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ANN JOHNSTONE | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MO GROTJOHN | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL MICKEY HOMSEY | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JOE HOMSEY JR | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LOU KERR | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| HENRY W BROWNE JR | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DERREK BELASE | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LOUISE BASS | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JANELLE WARLICK | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ABIGAIL BANKS | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,294,346 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $390,536 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 57 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COMPASS GROUP USA INC DBA CHARTWELLS | |||||
| 2400 YORKMONT RD | CHAROLOTTE | NC | 282174511 | CATERING/MEAL PLANS | $3,385,154 |
| WITT FIALA FLANNERY AND ASSOC INC | |||||
| 211 S JEFFERSON AVE | ST LOUIS | MO | 631032511 | JANITORIAL SERVICES | $925,543 |
| COLLEGIS LLC | |||||
| 1415 W 22ND ST STE 200 | OAK BROOK | IL | 605238419 | ENROLLMENT CONSULTING SERVICES | $512,168 |
| PS&L LLC | |||||
| ONE ROBERTS AVE | GLENSIDE | PA | 190383412 | MARKETING SERVICES | $429,172 |
| PITZER'S LAWN MANAGEMENT INC | |||||
| 11401 S BROADWAY | EDMOND | OK | 730848654 | LAWN SERVICES | $345,942 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $149,660 | FundraisingAmt |
| Government Grants | $3,186,807 | GovernmentGrantsAmt |
| All Other Contributions | $6,651,089 | AllOtherContributionsAmt |
| Noncash Contributions | $16,903 | NoncashContributionsAmt |
| Total Contributions | $9,987,556 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $81,509,796 | $81,509,796 |
| ROOM/BOARD REVENUES | 611710 | $10,761,988 | $10,761,988 |
| ELS RENTAL INCOME | 611710 | $205,127 | $205,127 |
| CAMPS/CONFERENCES/WORK | 611710 | $96,831 | $96,831 |
| BOOKSTORE REVENUES | 451211 | $47,924 | $47,924 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,722 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,722 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $92,656,388 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,939,751 | TotalRevenueColumnAmt |
| Exclusion | $1,939,751 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $526,417 | TotalRevenueColumnAmt |
| Exclusion | $526,417 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $773,021 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $773,021 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $773,021 | TotalRevenueColumnAmt |
| Exclusion | $773,021 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,659,779 | SecuritiesAmt |
| Other | $44,125 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $791,009 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,868,770 | SecuritiesAmt |
| Other | $44,125 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,912,895 | TotalRevenueColumnAmt |
| Exclusion | $2,912,895 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $32,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $149,660 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $91,943 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$59,943 | TotalRevenueColumnAmt |
| Exclusion | -$59,943 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALL OTHER MISC REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $478,866 | TotalRevenueColumnAmt |
| Exclusion | $478,866 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $478,866 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $109,214,951 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $92,656,388 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,571,007 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,951,500 | TotalAmt |
| Program Services | $33,951,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,591,192 | TotalAmt |
| Program Services | $184,970 | ProgramServicesAmt |
| Management And General | $1,219,890 | ManagementAndGeneralAmt |
| Fundraising | $186,332 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,281,732 | TotalAmt |
| Program Services | $31,711,375 | ProgramServicesAmt |
| Management And General | $1,835,698 | ManagementAndGeneralAmt |
| Fundraising | $734,659 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,072,565 | TotalAmt |
| Program Services | $998,768 | ProgramServicesAmt |
| Management And General | $49,934 | ManagementAndGeneralAmt |
| Fundraising | $23,863 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,376,179 | TotalAmt |
| Program Services | $3,209,596 | ProgramServicesAmt |
| Management And General | $97,674 | ManagementAndGeneralAmt |
| Fundraising | $68,909 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,524,680 | TotalAmt |
| Program Services | $2,251,056 | ProgramServicesAmt |
| Management And General | $209,589 | ManagementAndGeneralAmt |
| Fundraising | $64,035 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,840 | TotalAmt |
| Program Services | $18,310 | ProgramServicesAmt |
| Management And General | $248,530 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,951 | TotalAmt |
| Management And General | $93,951 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $427,629 | TotalAmt |
| Program Services | $427,629 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,441,662 | TotalAmt |
| Program Services | $8,620,498 | ProgramServicesAmt |
| Management And General | $732,725 | ManagementAndGeneralAmt |
| Fundraising | $88,439 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,100,092 | TotalAmt |
| Program Services | $1,061,294 | ProgramServicesAmt |
| Management And General | $30,097 | ManagementAndGeneralAmt |
| Fundraising | $8,701 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,287,738 | TotalAmt |
| Program Services | $1,722,338 | ProgramServicesAmt |
| Management And General | $446,602 | ManagementAndGeneralAmt |
| Fundraising | $118,798 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,544,527 | TotalAmt |
| Program Services | $558,689 | ProgramServicesAmt |
| Management And General | $903,804 | ManagementAndGeneralAmt |
| Fundraising | $82,034 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,087,899 | TotalAmt |
| Program Services | $1,952,649 | ProgramServicesAmt |
| Management And General | $135,250 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $378,173 | TotalAmt |
| Program Services | $369,837 | ProgramServicesAmt |
| Management And General | $7,145 | ManagementAndGeneralAmt |
| Fundraising | $1,191 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,215 | TotalAmt |
| Program Services | $156,747 | ProgramServicesAmt |
| Management And General | $10,643 | ManagementAndGeneralAmt |
| Fundraising | $27,825 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,621,885 | TotalAmt |
| Program Services | $3,949,829 | ProgramServicesAmt |
| Management And General | $672,056 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,031,794 | TotalAmt |
| Program Services | $7,155,839 | ProgramServicesAmt |
| Management And General | $875,955 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,185,781 | TotalAmt |
| Program Services | $1,170,600 | ProgramServicesAmt |
| Management And General | $13,352 | ManagementAndGeneralAmt |
| Fundraising | $1,829 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PROGRAM EXPENSES | Desc |
| Total | $3,464,601 | TotalAmt |
| Program Services | $676,973 | ProgramServicesAmt |
| Management And General | $2,363,596 | ManagementAndGeneralAmt |
| Fundraising | $424,032 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,925,635 | TotalAmt |
| Program Services | $100,148,497 | ProgramServicesAmt |
| Management And General | $9,946,491 | ManagementAndGeneralAmt |
| Fundraising | $1,830,647 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,881 | BOYAmt |
| EOY | $11,259 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,194,317 | BOYAmt |
| EOY | $12,111,549 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,828,162 | BOYAmt |
| EOY | $2,411,199 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,726,799 | BOYAmt |
| EOY | $1,205,981 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,979,377 | BOYAmt |
| EOY | $1,487,036 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,467,843 | BOYAmt |
| EOY | $2,102,197 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $310,771,507 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $117,048,245 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,154,113 | BOYAmt |
| EOY | $193,723,262 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,632,091 | BOYAmt |
| EOY | $97,012,179 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,494,492 | BOYAmt |
| EOY | $3,029,713 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,111,767 | BOYAmt |
| EOY | $49,623,284 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,604,842 | BOYAmt |
| EOY | $362,717,659 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,065,980 | BOYAmt |
| EOY | $7,319,625 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,842,959 | BOYAmt |
| EOY | $4,439,995 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,091,183 | BOYAmt |
| EOY | $95,959,219 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,356,140 | BOYAmt |
| EOY | $3,827,049 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,008,414 | BOYAmt |
| EOY | $10,151,857 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,364,676 | BOYAmt |
| EOY | $121,697,745 | 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 | $98,262,515 | BOYAmt |
| EOY | $104,262,948 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,977,651 | BOYAmt |
| EOY | $136,756,966 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,240,166 | BOYAmt |
| EOY | $241,019,914 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,604,842 | BOYAmt |
| EOY | $362,717,659 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,710,684 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $29,490,432 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $104,870,962 | BeginningYearBalanceAmt |
| Contributions | $1,214,172 | ContributionsAmt |
| Investment Earnings Or Losses | $28,059,204 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,758,175 | OtherExpendituresAmt |
| End Year Balance | $129,386,163 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $111,624,202 | BeginningYearBalanceAmt |
| Contributions | $666,582 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,190,434 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,229,388 | OtherExpendituresAmt |
| End Year Balance | $104,870,962 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $100,217,852 | BeginningYearBalanceAmt |
| Contributions | $2,716,138 | ContributionsAmt |
| Investment Earnings Or Losses | $15,123,116 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,432,904 | OtherExpendituresAmt |
| End Year Balance | $111,624,202 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $91,968,220 | BeginningYearBalanceAmt |
| Contributions | $1,328,885 | ContributionsAmt |
| Investment Earnings Or Losses | $10,985,675 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,064,928 | OtherExpendituresAmt |
| End Year Balance | $100,217,852 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $82,310,440 | BeginningYearBalanceAmt |
| Contributions | $2,402,451 | ContributionsAmt |
| Investment Earnings Or Losses | $11,176,673 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,921,344 | OtherExpendituresAmt |
| End Year Balance | $91,968,220 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03960 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.48690 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.47350 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,134,068 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $10,712,115 | OtherCostOrOtherBasisAmt |
| Book Value | $11,846,183 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $192,379,148 | OtherCostOrOtherBasisAmt |
| Depreciation | $59,123,666 | DepreciationAmt |
| Book Value | $133,255,482 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,562,695 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,793,718 | DepreciationAmt |
| Book Value | $27,768,977 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $60,178,732 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,130,861 | DepreciationAmt |
| Book Value | $16,047,871 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,804,749 | OtherCostOrOtherBasisAmt |
| Book Value | $4,804,749 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $193,723,262 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTERESTS IN TRUSTS | $49,284,936 |
| OTHER | $338,348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $49,623,284 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS HELD IN CUSTODY FOR OTHERS | $215,820 |
| FEDERAL GOVT ADVANCES FOR STUDENT LOANS | $2,101,000 |
| ANNUITIES PAYABLE | $1,310,142 |
| CAPITAL LEASE OBLIGATIONS | $6,524,895 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,151,857 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $100,495,642 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $29,490,432 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $29,490,432 | RevenueNotReportedAmt |
| Revenue Subtotal | $71,005,210 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $427,629 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $37,782,112 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $38,209,741 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $109,214,951 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $73,715,894 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $73,715,894 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $427,629 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $37,782,112 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $38,209,741 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $111,925,635 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE MISSION OF THE NONA JEAN HULSEY ART GALLERY IS TO PROMOTE THE UNDERSTANDING OF AND EXTEND THE AUDIENCE FOR CONTEMPORARY ART, AND TO PRESENT EXHIBITIONS THAT INFORM, INSPIRE AND CHALLENGE THE PUBLIC, PARTICULARLY STUDENTS OF OKLAHOMA CITY UNIVERSITY. THE HULSEY GALLERY AND THE OKLAHOMA CITY UNIVERSITY ART COLLECTION ARE AN INTEGRAL PART OF THE SCHOOL OF VISUAL ARTS, AND IT IS USED DAILY BY VISITORS, STUDENTS, AND FACULTY. |
| PART V, LINE 4: | THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS INCLUDES EXPENDING FUNDS TOWARD SCHOLARSHIPS, FACULTY CHAIRS, FACILITIES MAINTENANCE, AND PROGRAM ENHANCEMENT. |
| PART X, LINE 2: | THE UNIVERSITY IS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE (THE CODE) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE. PROVISION HAS BEEN MADE, WHERE MATERIAL, FOR ANY TAXES DUE ON UNRELATED BUSINESS INCOME. THE UNIVERSITY RECOGNIZES A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS EVALUATED THE UNIVERSITY'S TAX POSITIONS AND CONCLUDED THAT THE UNIVERSITY HAD NO MATERIAL UNCERTAINTIES IN INCOME TAXES AS OF JUNE 30, 2021 AND 2020. WITH FEW EXCEPTIONS, THE UNIVERSITY IS NO LONGER SUBJECT TO EXAMINATION BY THE U.S. FEDERAL, OR STATE TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2018. THE UNIVERSITY WILL ACCOUNT FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE -91,943. STUDENT AID/SCHOLARSHIP ASSISTANCE 32,591,040. AUXILIARY DISCOUNT 1,298,478. FOOD SERVICE COSTS 3,342,573. BOND AMORTIZATION 641,964. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT AID/SCHOLARSHIP ASSISTANCE 32,591,040. FUNDRAISING EXPENSE -91,943. AUXILIARY DISCOUNT 1,298,478. FOOD SERVICE COSTS 3,342,573. BOND AMORTIZATION 641,964. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | OKLAHOMA CITY UNIVERSITY, IN COMPLIANCE WITH FEDERAL LAWS, DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, SEX, AGE, RELIGION, DISABILITY, OR STATUS AS A VETERAN IN ANY OF ITS POLICIES OR PROCEDURES, INCLUDING BUT NOT LIMITED TO ADMISSION, EMPLOYMENT, FINANCIAL AID, AND EDUCATION SERVICES. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY'S MAJOR PROGRAMS ARE: FEDERAL PELL GRANT PROGRAM, FEDERAL FAMILY EDUCATION LOAN PROGRAM, FEDERAL WORK STUDY PROGRAM, FEDERAL PERKINS LOAN PROGRAM, FEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITY, AND SCHOLARSHIPS FOR DISADVANTAGED STUDENTS. IN ADDITION, DURING THE COVID-19 PANDEMIC THE UNIVERSITY RECEIVED HIGHER EDUCATION EMERGENCY RELIEF FUNDS FROM THE U.S. DEPARTMENT OF EDUCATION. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HALL OF HONOR - BANQUET | Event1Nm |
| Gross Receipts Event1 | $73,900 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $8,540 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $65,360 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $2,144 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $11,920 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $279 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $21,101 | OtherDirectExpensesEvent1Amt |
| Event2 | AWARDS OF EXCELLENCE - BANQUET | Event2Nm |
| Gross Receipts Event2 | $40,150 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $2,050 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $38,100 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $0 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 10 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $67,610 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $139,070 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | -$71,460 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $7,548 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $7,003 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $1,567 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $40,381 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $181,660 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $149,660 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $32,000 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $2,144 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $19,468 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $7,282 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,567 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $61,482 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $91,943 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$59,943 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT AID/SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 2133 | RecipientCnt |
| Cash Grant | $33,951,500 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY PROVIDES AND PROCESSES SCHOLARSHIPS TO STUDENTS MATRICULATING AT THE UNIVERSITY. FUNDS ISSUED TO STUDENTS MAY NOT EXCEED THE COST OF ATTENDANCE AND ARE POSTED TO THE SAME STUDENT ACCOUNT WHERE TUITION, FEES, AND ROOM AND BOARD ARE POSTED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES ROTH | ||||||||||||||
| DEAN | $280,059 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,961 | $0 | $298,020 | $0 | $0 | $0 |
| STEVEN AGEE | ||||||||||||||
| DEAN | $222,531 | $0 | $0 | $0 | $0 | $0 | $22,115 | $0 | $12,435 | $0 | $257,081 | $0 | $0 | $0 |
| LEE PEOPLES | ||||||||||||||
| DIRECTOR | $181,203 | $0 | $0 | $0 | $0 | $0 | $44,496 | $0 | $391 | $0 | $226,090 | $0 | $0 | $0 |
| CASEY ROSS | ||||||||||||||
| UNIVERSITY GENERAL COUNSEL | $189,118 | $0 | $0 | $0 | $0 | $0 | $17,308 | $0 | $15,185 | $0 | $221,611 | $0 | $0 | $0 |
| AMY CATALDI | ||||||||||||||
| DEAN | $166,940 | $0 | $0 | $0 | $0 | $0 | $17,308 | $0 | $15,184 | $0 | $199,432 | $0 | $0 | $0 |
| PAULA DALLEY | ||||||||||||||
| ASSOCIATE DEAN | $171,981 | $0 | $0 | $0 | $0 | $0 | $16,341 | $0 | $10,137 | $0 | $198,459 | $0 | $0 | $0 |
| KEVIN WINDHOLZ | ||||||||||||||
| VICE PRESIDENT, ENROLLMENT/COMMS | $136,862 | $0 | $0 | $0 | $0 | $0 | $14,423 | $0 | $15,261 | $0 | $166,546 | $0 | $0 | $0 |
| LYNANN STERK-BROOKS | ||||||||||||||
| VICE PRESIDENT, ADVANCEMENT | $143,283 | $0 | $0 | $0 | $0 | $0 | $8,654 | $0 | $10,097 | $0 | $162,034 | $0 | $0 | $0 |
| GERRY HUNT | ||||||||||||||
| CHIEF INFORMATION OFFICER | $122,830 | $0 | $0 | $0 | $0 | $0 | $12,981 | $0 | $21,425 | $0 | $157,236 | $0 | $0 | $0 |
| JOEY CROSLIN | ||||||||||||||
| VICE PRESIDENT, HUMAN RESOURCES | $127,293 | $0 | $0 | $0 | $0 | $0 | $22,067 | $0 | $4,225 | $0 | $153,585 | $0 | $0 | $0 |
| JAMES ABBOTT | ||||||||||||||
| ASSISTANT VICE PRESIDENT, ATHLETICS | $104,664 | $0 | $0 | $0 | $0 | $0 | $23,128 | $0 | $24,801 | $0 | $152,593 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OK INDUST AUTHORITY REVENUE NOTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 730579265 | BondIssuerEIN |
| Bond Issued | 2019-12-02 | BondIssuedDt |
| Issue Price | $90,760,000 | IssuePriceAmt |
| Purpose | REDEMPTION FUND, COST | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $48,711,815 | RetiredAmt |
| Total Proceeds | $99,346,610 | TotalProceedsAmt |
| In Reserve Fund | $5,602,200 | InReserveFundAmt |
| Issuance Costs From Proceeds | $871,649 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $29,050,732 | CapitalExpendituresAmt |
| Other Spent Proceeds | $14,056,000 | OtherSpentProceedsAmt |
| Unspent | $1,054,213 | UnspentAmt |
| Substantial Completion | 2049 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $11,157 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $757 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,989 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JANE JAYROE GAMBLE GERALD L. GAMBLE SECRETARY TRUSTEE FAMILY RELATIONSHIP |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY IS PRESENTED TO THE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS AND OTHER APPLICABLE MEMBERS OR EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS AND ANNUALLY ATTEST TO THEIR ADHERENCE TO THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL: EXECUTIVE COMMITTEE AND/OR BOARD OF TRUSTEES REVIEW NATIONAL SALARY AND BENEFIT DATA RELATED TO PRESIDENTS OF REGIONAL UNIVERSITIES AND PRIVATE MASTER'S LEVEL UNIVERSITIES. EMPLOYMENT CONTRACT REFLECTS THE OUTCOME OF THEIR DELIBERATION AND DECISIONS. LINE 15B - COMPENSATION PROCESS FOR OFFICERS: PRESIDENT MAKES DECISIONS IN CONSULTATION WITH PROVOST AND VP HUMAN RESOURCES, WHO HAVE ACCESS TO MARKET COMPARABILITY DATA. DECISIONS ARE DOCUMENTED VIA CONTRACTS WITH OFFICERS AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS DISCLOSURE EXPLANATION UPON REQUEST. |