2022-05-09T14:43:46-05:00 2021-06-30 420714325 RSM US LLP 19026 RIDGEWOOD PKWY STE 400 SAN ANTONIO TX 78259 990 2020-07-01 730579265 OKLAHOMA CITY UNIVERSITY OKLA 4052085000 2501 N BLACKWELDER OKLAHOMA CITY OK 73106 ANNA DAVIS CONTROLLER 4052085000 2022-05-09 1 ANNA DAVIS 999009999 JOSEPHINE BEHREND P00715390 2108286281 2022-05-09 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KENNETH EVANS 2501 N BLACKWELDER OKLAHOMA CITY OK 73106 110097903 0 X WWW.OKCU.EDU X 1904 OK 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. 40 40 1413 250 0 0 8430964 9987556 87970250 92656388 17152887 4852646 2126805 1718361 115680906 109214951 33844156 33951500 0 0 42572092 42846348 0 0 1830647 30531848 35127787 106948096 111925635 8732810 -2710684 339604842 362717659 125364676 121697745 214240166 241019914 X 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. 0 0 94736729 32653022 81544518 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. 5411768 1298478 11111870 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. 100148497 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 1 1 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 176 0 1 1413 1 0 0 0 0 0 1 1 0 0 1 0 0 0 X 40 40 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 OK CA X OKLAHOMA CITY UNIVERSITY 4052085000 2501 N BLACKWELDER OKLAHOMA CITY OK 73106 JAMES ROTH DEAN 40.00 X 280059 0 17961 STEVEN AGEE DEAN 40.00 X 222531 0 34550 LEE PEOPLES DIRECTOR 40.00 X 181203 0 44887 CASEY ROSS UNIVERSITY GENERAL COUNSEL 40.00 X 189118 0 32493 AMY CATALDI DEAN 40.00 X 166940 0 32492 PAULA DALLEY ASSOCIATE DEAN 40.00 X 171981 0 26478 KEVIN WINDHOLZ VICE PRESIDENT, ENROLLMENT/COMMS 40.00 X 136862 0 29684 LYNANN STERK-BROOKS VICE PRESIDENT, ADVANCEMENT 40.00 X 143283 0 18751 GERRY HUNT CHIEF INFORMATION OFFICER 40.00 X 122830 0 34406 JOEY CROSLIN VICE PRESIDENT, HUMAN RESOURCES 40.00 X 127293 0 26292 JAMES ABBOTT ASSISTANT VICE PRESIDENT, ATHLETICS 40.00 X 104664 0 47929 AMY AYRES VICE PRESIDENT, STUDENT AFFAIRS 40.00 X 129253 0 14457 MARTHA BURGER PRESIDENT 40.00 X 114732 0 11192 BRYCE ENGELBERT SR DR & CONTROLLER END - 3/3/21 40.00 X 102718 0 4668 TALIA CARROLL VICE PRESIDENT, DIVERSITY, EQUITY 40.00 X 73439 0 11078 KEVAN BUCK VICE PRESIDENT, FINANCE /CFO 40.00 X 27440 0 3218 ANNA DAVIS SENIOR DIRECTOR AND CONTROLLER 40.00 X 0 0 0 JAMES JIMMY NUNN RESIDENT BISHOP 1.00 X X 0 0 0 WILLIAM F SHDEED CHAIRMAN EMERITUS 1.00 X X 0 0 0 RONALD J NORICK IMMEDIATE PAST CHAIRMAN & EMERITUS 1.00 X X 0 0 0 NICHOLAS HARROZ III TREASURER 1.00 X X 0 0 0 JANE JAYROE GAMBLE SECRETARY 1.00 X X 0 0 0 GARY HOMSEY VICE CHAIRMAN 1.00 X X 0 0 0 PAUL MCLAUGHLIN CHAIRMAN 1.00 X X 0 0 0 TAHROHON WAYNE TW SHANNON TRUSTEE 1.00 X 0 0 0 JEANNE HOFFMAN SMITH TRUSTEE 1.00 X 0 0 0 SALLY STARLING TRUSTEE 1.00 X 0 0 0 PATRICK T ROONEY TRUSTEE 1.00 X 0 0 0 JERRY B VANNATTA TRUSTEE 1.00 X 0 0 0 KATHY L WILLIAMS TRUSTEE 1.00 X 0 0 0 SHANNON RODENBERG TRUSTEE 1.00 X 0 0 0 MEG SALYER TRUSTEE 1.00 X 0 0 0 WILLIAM MEE TRUSTEE 1.00 X 0 0 0 GEORGE R RANDALL TRUSTEE 1.00 X 0 0 0 RICHARD PARRY TRUSTEE 1.00 X 0 0 0 HERMAN MEINDERS TRUSTEE 1.00 X 0 0 0 JUDY LOVE TRUSTEE 1.00 X 0 0 0 ROBERT E LONG TRUSTEE 1.00 X 0 0 0 JENEE NAIFEH LISTER TRUSTEE 1.00 X 0 0 0 DAVID WILSON TRUSTEE 1.00 X 0 0 0 CATHY LEICHTER TRUSTEE 1.00 X 0 0 0 DON KIM TRUSTEE 1.00 X 0 0 0 TRICIA L EVEREST TRUSTEE 1.00 X 0 0 0 BILL JUNK TRUSTEE 1.00 X 0 0 0 EMMANUEL E EDEM TRUSTEE 1.00 X 0 0 0 GERALD L GAMBLE TRUSTEE 1.00 X 0 0 0 JACK GOLSEN TRUSTEE 1.00 X 0 0 0 ANN JOHNSTONE TRUSTEE 1.00 X 0 0 0 MO GROTJOHN TRUSTEE 1.00 X 0 0 0 MICHAEL MICKEY HOMSEY TRUSTEE 1.00 X 0 0 0 JOE HOMSEY JR TRUSTEE 1.00 X 0 0 0 LOU KERR TRUSTEE 1.00 X 0 0 0 HENRY W BROWNE JR TRUSTEE 1.00 X 0 0 0 DERREK BELASE TRUSTEE 1.00 X 0 0 0 LOUISE BASS TRUSTEE 1.00 X 0 0 0 JANELLE WARLICK TRUSTEE 1.00 X 0 0 0 ABIGAIL BANKS TRUSTEE 1.00 X 0 0 0 2294346 0 390536 57 0 1 0 COMPASS GROUP USA INC DBA CHARTWELLS 2400 YORKMONT RD CHAROLOTTE NC 282174511 CATERING/MEAL PLANS 3385154 WITT FIALA FLANNERY AND ASSOC INC 211 S JEFFERSON AVE ST LOUIS MO 631032511 JANITORIAL SERVICES 925543 COLLEGIS LLC 1415 W 22ND ST STE 200 OAK BROOK IL 605238419 ENROLLMENT CONSULTING SERVICES 512168 PS&L LLC ONE ROBERTS AVE GLENSIDE PA 190383412 MARKETING SERVICES 429172 PITZER'S LAWN MANAGEMENT INC 11401 S BROADWAY EDMOND OK 730848654 LAWN SERVICES 345942 18 149660 3186807 6651089 16903 9987556 TUITION AND FEES 611310 81509796 81509796 ROOM/BOARD REVENUES 611710 10761988 10761988 ELS RENTAL INCOME 611710 205127 205127 CAMPS/CONFERENCES/WORK 611710 96831 96831 BOOKSTORE REVENUES 451211 47924 47924 34722 34722 92656388 1939751 1939751 526417 526417 773021 0 773021 773021 773021 3659779 44125 791009 0 2868770 44125 2912895 2912895 32000 149660 91943 -59943 -59943 ALL OTHER MISC REVENUE 900099 478866 478866 478866 109214951 92656388 0 6571007 33951500 33951500 1591192 184970 1219890 186332 34281732 31711375 1835698 734659 1072565 998768 49934 23863 3376179 3209596 97674 68909 2524680 2251056 209589 64035 266840 18310 248530 93951 93951 427629 427629 9441662 8620498 732725 88439 1100092 1061294 30097 8701 2287738 1722338 446602 118798 1544527 558689 903804 82034 2087899 1952649 135250 378173 369837 7145 1191 195215 156747 10643 27825 4621885 3949829 672056 8031794 7155839 875955 1185781 1170600 13352 1829 OTHER PROGRAM EXPENSES 3464601 676973 2363596 424032 111925635 100148497 9946491 1830647 15881 11259 14194317 12111549 2828162 2411199 1726799 1205981 1979377 1487036 1467843 2102197 310771507 117048245 197154113 193723262 76632091 97012179 2494492 3029713 41111767 49623284 339604842 362717659 6065980 7319625 4842959 4439995 98091183 95959219 4356140 3827049 12008414 10151857 125364676 121697745 X 98262515 104262948 115977651 136756966 214240166 241019914 339604842 362717659 -2710684 29490432 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 104870962 1214172 28059204 4758175 129386163 111624202 666582 -2190434 5229388 104870962 100217852 2716138 15123116 6432904 111624202 91968220 1328885 10985675 4064928 100217852 82310440 2402451 11176673 3921344 91968220 0.03960 0.48690 0.47350 1 0 1134068 10712115 11846183 192379148 59123666 133255482 41562695 13793718 27768977 60178732 44130861 16047871 4804749 4804749 193723262 BENEFICIAL INTERESTS IN TRUSTS 49284936 OTHER 338348 49623284 DEPOSITS HELD IN CUSTODY FOR OTHERS 215820 FEDERAL GOVT ADVANCES FOR STUDENT LOANS 2101000 ANNUITIES PAYABLE 1310142 CAPITAL LEASE OBLIGATIONS 6524895 10151857 X 100495642 29490432 29490432 71005210 427629 37782112 38209741 109214951 73715894 0 73715894 427629 37782112 38209741 111925635 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 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. HALL OF HONOR - BANQUET 73900 8540 65360 0 2144 11920 279 0 21101 AWARDS OF EXCELLENCE - BANQUET 40150 2050 38100 0 0 0 0 0 0 10 67610 139070 -71460 7548 7003 1567 40381 181660 149660 32000 2144 19468 7282 1567 61482 91943 -59943 1 STUDENT AID/SCHOLARSHIPS 2133 33951500 PART I, LINE 2: 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. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 JAMES ROTH DEAN 280059 0 0 0 0 0 0 0 17961 0 298020 0 0 0 STEVEN AGEE DEAN 222531 0 0 0 0 0 22115 0 12435 0 257081 0 0 0 LEE PEOPLES DIRECTOR 181203 0 0 0 0 0 44496 0 391 0 226090 0 0 0 CASEY ROSS UNIVERSITY GENERAL COUNSEL 189118 0 0 0 0 0 17308 0 15185 0 221611 0 0 0 AMY CATALDI DEAN 166940 0 0 0 0 0 17308 0 15184 0 199432 0 0 0 PAULA DALLEY ASSOCIATE DEAN 171981 0 0 0 0 0 16341 0 10137 0 198459 0 0 0 KEVIN WINDHOLZ VICE PRESIDENT, ENROLLMENT/COMMS 136862 0 0 0 0 0 14423 0 15261 0 166546 0 0 0 LYNANN STERK-BROOKS VICE PRESIDENT, ADVANCEMENT 143283 0 0 0 0 0 8654 0 10097 0 162034 0 0 0 GERRY HUNT CHIEF INFORMATION OFFICER 122830 0 0 0 0 0 12981 0 21425 0 157236 0 0 0 JOEY CROSLIN VICE PRESIDENT, HUMAN RESOURCES 127293 0 0 0 0 0 22067 0 4225 0 153585 0 0 0 JAMES ABBOTT ASSISTANT VICE PRESIDENT, ATHLETICS 104664 0 0 0 0 0 23128 0 24801 0 152593 0 0 0 A OK INDUST AUTHORITY REVENUE NOTE 730579265 2019-12-02 90760000 REDEMPTION FUND, COST 0 0 0 A 48711815 99346610 5602200 871649 29050732 14056000 1054213 2049 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 1 X 1 0 FMV X 0 FMV X 11157 FMV X 2 757 FMV X 3 4989 FMV 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. 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.