ORAL ROBERTS UNIVERSITY: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ORAL ROBERTS UNIVERSITY (EIN 73-0739626)
- Tax period
- 2019-05-01 to 2020-04-30
- Filed
- 2021-03-08
- IRS object ID
- 202120679349300137
- Schema version
- 2019v5.2
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-08T11:44:56-06:00 | ReturnTs |
| Tax Period End | 2020-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363990892 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capin Crouse LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2435 Research Parkway STE 200 | AddressLine1Txt |
| City | Colorado Springs | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730739626 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oral Roberts University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ORAL | BusinessNameControlTxt |
| Phone | 9184956203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7777 South Lewis | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74171 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Neal Stenzel | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9184956203 | PhoneNum |
| Signature | 2021-03-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ted R Batson Jr | PreparerPersonNm |
| PTIN | P00721951 | PTIN |
| Phone | 7195286225 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | William M Wilson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7777 South Lewis | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74171 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $157,302,318 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.oru.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1963 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | To develop Holy Spirit-empowered leaders through whole person education to impact the world. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 2273 | TotalEmployeeCnt |
| Total Volunteers | 124 | TotalVolunteersCnt |
| Total Gross UBI | $704,358 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $30,890,878 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,699,564 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $111,931,130 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $114,335,870 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,565,577 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,426,847 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,777,190 | PYOtherRevenueAmt |
| CY Other Revenue | $1,306,560 | CYOtherRevenueAmt |
| PY Total Revenue | $147,164,775 | PYTotalRevenueAmt |
| CY Total Revenue | $140,768,841 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $43,278,250 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $46,273,766 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $48,233,429 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $47,653,659 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $78,473 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,286,700 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $44,993,898 | PYOtherExpensesAmt |
| CY Other Expenses | $46,310,479 | CYOtherExpensesAmt |
| PY Total Expenses | $136,584,050 | PYTotalExpensesAmt |
| CY Total Expenses | $140,237,904 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,580,725 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $530,937 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $198,900,916 | TotalAssetsBOYAmt |
| Total Assets EOY | $196,022,051 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $39,416,879 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,781,439 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $159,484,037 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $159,240,612 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To develop Holy Spirit-empowered leaders through whole person education to impact the world, thereby preparing its graduates to be professionally competent servant-leaders who are spiritually alive, intellectually alert, physically disciplined, and socially adept. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $92,066,656 | ExpenseAmt |
| Grant | $46,092,835 | GrantAmt |
| Revenue | $89,244,291 | RevenueAmt |
| Desc | Instruction and Academic Support - Instruct and provide academic support to the approximately 4,000 students.Student Services, Scholarships, and Grants - Ease the administrative and financial burden of students' education. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $19,621,306 | ExpenseAmt |
| Revenue | $20,747,018 | RevenueAmt |
| Desc | Auxiliary Enterprises - Costs incurred to provide room and board and other auxiliary service to the student resident population. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,111,509 | ExpenseAmt |
| Grant | $180,931 | GrantAmt |
| Revenue | $210,309 | RevenueAmt |
| Desc | Public Service - Costs incurred to facilitate weekly community outreach, annual domestic and international mission trips, and other public service opportunities. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $2,700,305 | $3,968,070 | Golden Eagle Broadcasting America - Costs to broadcast television programming that seeks to equip, empower, and educate through Spirit-Empowered Edu-tainment that will help viewers to live well - Spirit, Mind, and Body. |
| $44,222 | Research - Costs incurred to conduct biomedical, academic, and other related research. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,744,527 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $3,968,070 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $117,543,998 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | 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 | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 5181 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2273 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | Yes (1) | 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 | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michelle McMillan | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9184956203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7777 South Lewis | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74171 | 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 | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| William M Wilson | |||||||||
| President | 40.00 | Yes (X) | $432,861 | $0 | $121,575 | ||||
| R Michael Carter | |||||||||
| Athletic Director | 40.00 | $287,191 | $0 | $31,679 | 1.00 | Yes (X) | |||
| Neal Stenzel | |||||||||
| Assistant Treasurer/CFO | 40.00 | Yes (X) | $234,982 | $0 | $82,915 | ||||
| Kathaleen Reid-Martinez | |||||||||
| Provost/Chief Academic Officer | 40.00 | $192,672 | $0 | $98,395 | Yes (X) | ||||
| Laura Bishop | |||||||||
| VP of Advancement | 36.00 | $224,419 | $0 | $65,929 | 4.00 | Yes (X) | |||
| Timothy Philley | |||||||||
| Chief Operating Officer | 40.00 | $221,339 | $0 | $15,448 | Yes (X) | ||||
| Paul Mills | |||||||||
| Head Men's Basketball Coach | 40.00 | $198,875 | $0 | $26,329 | Yes (X) | ||||
| Michael Mathews | |||||||||
| VP of Technology & Innovation | 40.00 | $176,183 | $0 | $14,282 | Yes (X) | ||||
| Nancy Brainard | |||||||||
| VP of Enrollment Management | 40.00 | $152,379 | $0 | $24,888 | Yes (X) | ||||
| Misty Cussen | |||||||||
| Head Women's Basketball Coach | 40.00 | $141,113 | $0 | $3,891 | Yes (X) | ||||
| Sergio Matviuk | |||||||||
| Assoc VP of Student Success | 40.00 | $133,641 | $0 | $11,061 | Yes (X) | ||||
| Adreanne Cates | |||||||||
| Assistant Secretary | 40.00 | Yes (X) | $52,869 | $0 | $7,284 | ||||
| Mike Rakes | |||||||||
| Chairman | 7.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Holly Moore | |||||||||
| Vice Chair | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Tim Lyons | |||||||||
| Treasurer (through 4/15/20)/Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Brad Thomas | |||||||||
| Secretary (through 4/15/20)/Treasurer | 1.96 | Yes (X) | $0 | $0 | $0 | 1.00 | Yes (X) | ||
| LaDonna Osborn | |||||||||
| Secretary effective 4/15/20 | 1.20 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Robert Barron | |||||||||
| Trustee | 1.50 | $0 | $0 | $0 | Yes (X) | ||||
| Camella Binkley | |||||||||
| Trustee | 3.00 | $0 | $0 | $0 | Yes (X) | ||||
| Gary Brown | |||||||||
| Trustee | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Victor Cardenas | |||||||||
| Trustee | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| Michael Cardone III | |||||||||
| Trustee | 1.50 | $0 | $0 | $0 | Yes (X) | ||||
| Hugo Chan | |||||||||
| Trustee | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| David Daniels III | |||||||||
| Trustee | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| Tessie DeVore | |||||||||
| Trustee (Part year) | 0.67 | $0 | $0 | $0 | Yes (X) | ||||
| Angela Evans | |||||||||
| Trustee | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| Sean Everhart | |||||||||
| Trustee | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| Michael Fletcher | |||||||||
| Trustee | 1.50 | $0 | $0 | $0 | Yes (X) | ||||
| Stuart Greaves | |||||||||
| Trustee | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| Anthony Guida Jr | |||||||||
| Trustee | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Gordon Helm | |||||||||
| Trustee (Part year) | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| Peter Kuzmic | |||||||||
| Trustee | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| Matt Reardon | |||||||||
| Trustee | 4.00 | $0 | $0 | $0 | Yes (X) | ||||
| Stephen Robinson | |||||||||
| Trustee | 0.10 | $0 | $0 | $0 | Yes (X) | ||||
| Mark Sterns | |||||||||
| Trustee | 3.00 | $0 | $0 | $0 | Yes (X) | ||||
| Robert Tull Jr | |||||||||
| Trustee | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| Joanne Cole Webster | |||||||||
| Trustee | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,448,524 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $503,676 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 39 | 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 |
|---|---|---|---|---|---|
| Key Construction Oklahoma LLC | |||||
| 5477 S 108th East Ave | Tulsa | OK | 74146 | Construction Services | $8,149,638 |
| Sodexo Inc | |||||
| 9801 Washingtonian Blvd | Gaithersburg | MD | 20878 | Management & Food Services | $6,231,554 |
| Thompson Construction Inc | |||||
| 8141 E 74th Pl | Tulsa | OK | 74133 | Construction Services | $1,688,545 |
| Exela Enterprise Solutions | |||||
| 2701 East Grauwyler Road | Irving | TX | 75061 | Management Staff Services | $693,441 |
| Highgate General Contractors Inc | |||||
| 4265 S 68th East Ave | Tulsa | OK | 74145 | Construction Services | $682,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 25 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $153,265 | FundraisingAmt |
| Related Organizations | $1,776,265 | RelatedOrganizationsAmt |
| Government Grants | $2,970,755 | GovernmentGrantsAmt |
| All Other Contributions | $18,799,279 | AllOtherContributionsAmt |
| Noncash Contributions | $82,360 | NoncashContributionsAmt |
| Total Contributions | $23,699,564 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Tuition | 611600 | $83,729,206 | $83,729,206 | |
| Auxiliary Services | 541900 | $20,903,271 | $20,261,562 | $641,709 |
| Fees | 611600 | $4,935,014 | $4,935,014 | |
| GEB America TV airtime | 900099 | $3,968,070 | $3,968,070 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $800,309 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $800,309 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $114,335,870 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,443,702 | TotalRevenueColumnAmt |
| Exclusion | $1,443,702 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $200,732 | TotalRevenueColumnAmt |
| Exclusion | $200,732 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $10,964,454 | RealAmt |
| Personal | $66,589 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $10,419,199 | RealAmt |
| Personal | $19,999 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $545,255 | RealAmt |
| Personal | $46,590 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $591,845 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $62,649 | UnrelatedBusinessRevenueAmt |
| Exclusion | $529,196 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,026,117 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,040,404 | SecuritiesAmt |
| Other | $2,568 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$14,287 | SecuritiesAmt |
| Other | -$2,568 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,855 | TotalRevenueColumnAmt |
| Exclusion | -$16,855 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $13,372 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $153,265 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $51,307 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$37,935 | TotalRevenueColumnAmt |
| Exclusion | -$37,935 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Miscellaneous Income | 611600 | $475,527 | $475,527 | |
| Bad Debt Recovery | 900099 | $74,365 | $74,365 | |
| Insurance Recovery | 900099 | $2,026 | $2,026 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $551,918 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $140,768,841 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $114,169,688 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $704,358 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,195,231 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,638 | TotalAmt |
| Program Services | $55,638 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,127,835 | TotalAmt |
| Program Services | $46,127,835 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,293 | TotalAmt |
| Program Services | $90,293 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,843,179 | TotalAmt |
| Program Services | $416,435 | ProgramServicesAmt |
| Management And General | $1,158,494 | ManagementAndGeneralAmt |
| Fundraising | $268,250 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,707 | TotalAmt |
| Program Services | $90,049 | ProgramServicesAmt |
| Management And General | $73,658 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,839,219 | TotalAmt |
| Program Services | $29,379,299 | ProgramServicesAmt |
| Management And General | $6,799,954 | ManagementAndGeneralAmt |
| Fundraising | $659,966 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $571,708 | TotalAmt |
| Program Services | $501,692 | ProgramServicesAmt |
| Management And General | $56,818 | ManagementAndGeneralAmt |
| Fundraising | $13,198 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,648,229 | TotalAmt |
| Program Services | $4,786,631 | ProgramServicesAmt |
| Management And General | $739,067 | ManagementAndGeneralAmt |
| Fundraising | $122,531 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,587,617 | TotalAmt |
| Program Services | $1,989,813 | ProgramServicesAmt |
| Management And General | $538,632 | ManagementAndGeneralAmt |
| Fundraising | $59,172 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,883 | TotalAmt |
| Program Services | $12,500 | ProgramServicesAmt |
| Management And General | $435,383 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,750 | TotalAmt |
| Management And General | $159,750 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,954 | TotalAmt |
| Management And General | $62,954 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,438,568 | TotalAmt |
| Program Services | $4,015,714 | ProgramServicesAmt |
| Management And General | $8,359,182 | ManagementAndGeneralAmt |
| Fundraising | $63,672 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $705,641 | TotalAmt |
| Program Services | $412,316 | ProgramServicesAmt |
| Management And General | $192,262 | ManagementAndGeneralAmt |
| Fundraising | $101,063 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,516,323 | TotalAmt |
| Program Services | $2,764,126 | ProgramServicesAmt |
| Management And General | $2,655,723 | ManagementAndGeneralAmt |
| Fundraising | $96,474 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,680,333 | TotalAmt |
| Program Services | $924,871 | ProgramServicesAmt |
| Management And General | $1,710,746 | ManagementAndGeneralAmt |
| Fundraising | $44,716 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,141,767 | TotalAmt |
| Program Services | $1,128 | ProgramServicesAmt |
| Management And General | $2,140,639 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,974,461 | TotalAmt |
| Program Services | $2,557,122 | ProgramServicesAmt |
| Management And General | $311,420 | ManagementAndGeneralAmt |
| Fundraising | $105,919 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $933,200 | TotalAmt |
| Program Services | $645,299 | ProgramServicesAmt |
| Management And General | $69,688 | ManagementAndGeneralAmt |
| Fundraising | $218,213 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,804 | TotalAmt |
| Program Services | $5,111 | ProgramServicesAmt |
| Management And General | $220,693 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,810 | TotalAmt |
| Program Services | $11,810 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,108,381 | TotalAmt |
| Program Services | $1,531,445 | ProgramServicesAmt |
| Management And General | $6,464,667 | ManagementAndGeneralAmt |
| Fundraising | $112,269 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,421,105 | TotalAmt |
| Program Services | $220,834 | ProgramServicesAmt |
| Management And General | $1,200,271 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Cost of Food Sales | $5,269,292 | $5,269,292 | |
| Bad Debt Expense | $2,295,541 | $2,294,341 | $1,200 |
| Student Aid Program Cos | $562,264 | $562,264 | |
| Memberships | $227,778 | $131,547 | $96,231 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,624 | TotalAmt |
| Program Services | $12,746,593 | ProgramServicesAmt |
| Management And General | -$13,040,226 | ManagementAndGeneralAmt |
| Fundraising | $421,257 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,237,904 | TotalAmt |
| Program Services | $117,543,998 | ProgramServicesAmt |
| Management And General | $20,407,206 | ManagementAndGeneralAmt |
| Fundraising | $2,286,700 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,081,669 | BOYAmt |
| EOY | $2,153,562 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,477,780 | BOYAmt |
| EOY | $27,039,262 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000,244 | BOYAmt |
| EOY | $2,573,599 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,996,821 | BOYAmt |
| EOY | $3,073,538 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,476,442 | BOYAmt |
| EOY | $3,307,112 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $399,741,369 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $278,803,200 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,549,019 | BOYAmt |
| EOY | $120,938,169 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,408,742 | BOYAmt |
| EOY | $13,192,523 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,948,100 | BOYAmt |
| EOY | $20,500,633 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,962,099 | BOYAmt |
| EOY | $3,243,653 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,900,916 | BOYAmt |
| EOY | $196,022,051 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,701,077 | BOYAmt |
| EOY | $11,912,738 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,736,001 | BOYAmt |
| EOY | $3,400,984 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,356 | BOYAmt |
| EOY | $10,844 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,926,445 | BOYAmt |
| EOY | $21,456,873 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,416,879 | BOYAmt |
| EOY | $36,781,439 | 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 | $76,465,979 | BOYAmt |
| EOY | $92,144,752 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,018,058 | BOYAmt |
| EOY | $67,095,860 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,484,037 | BOYAmt |
| EOY | $159,240,612 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,900,916 | BOYAmt |
| EOY | $196,022,051 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $530,937 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$774,362 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,341,480 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,907,030 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,721,619 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,473,867 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,699,564 | CurrentTaxYearAmt |
| Total | $122,143,560 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,341,480 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,907,030 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,721,619 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,473,867 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,699,564 | CurrentTaxYearAmt |
| Total | $122,143,560 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,077,630 | SubstantialContributorsTotAmt |
| Public Support Total170 | $120,065,930 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $609,176 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $801,485 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $927,806 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,182,127 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,589,157 | CurrentTaxYearAmt |
| Total | $27,109,751 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $643,764 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,276,124 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,922,866 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $971,578 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $565,290 | CurrentTaxYearAmt |
| Total | $6,379,622 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $155,632,933 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $527,722,209 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77150 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part II, Line 10, Explanation of Other Income: | Miscellaneous Income - 2015 Amount: $ 513,733. 2016 Amount: $ 597,021. 2017 Amount: $ 569,460. 2018 Amount: $ 462,683. 2019 Amount: $ 475,527. Fundraising Events - 2015 Amount: $ 130,031. 2016 Amount: $ 26,811. 2017 Amount: $ 40,277. 2018 Amount: $ 37,950. 2019 Amount: $ 13,372. Insurance Proceeds - 2016 Amount: $ 1,652,292. 2017 Amount: $ 221,038. 2018 Amount: $ 50,891. 2019 Amount: $ 2,026. Bad Debt Recovery - 2017 Amount: $ 1,092,091. 2018 Amount: $ 420,054. 2019 Amount: $ 74,365. |
| Schedule A, Part II: | The organization is a school as described under 170(b)(1)(A)(ii) and is not required to complete a public support schedule. Schedule A, Part II is completed to verify the School can qualify under public charity status section 170(b)(1)(A)(vi) and, therefore, qualifies to use the first listed special rule for Schedule B reporting. |
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) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $3,025 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $3,025 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | The University paid member dues to certain organizations who spent a portion of member dues on lobbying. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $1,542,416 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,020,854 | BeginningYearBalanceAmt |
| Contributions | $238,680 | ContributionsAmt |
| Investment Earnings Or Losses | $1,243,854 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $748,302 | GrantsOrScholarshipsAmt |
| Other Expenditures | $653,427 | OtherExpendituresAmt |
| Administrative Expenses | $41,149 | AdministrativeExpensesAmt |
| End Year Balance | $45,060,510 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,551,079 | BeginningYearBalanceAmt |
| Contributions | $1,292,438 | ContributionsAmt |
| Investment Earnings Or Losses | $2,049,209 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $840,425 | GrantsOrScholarshipsAmt |
| Other Expenditures | $987,281 | OtherExpendituresAmt |
| Administrative Expenses | $44,166 | AdministrativeExpensesAmt |
| End Year Balance | $45,020,854 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,979,111 | BeginningYearBalanceAmt |
| Contributions | $305,633 | ContributionsAmt |
| Investment Earnings Or Losses | $2,275,477 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $889,072 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,077,622 | OtherExpendituresAmt |
| Administrative Expenses | $42,448 | AdministrativeExpensesAmt |
| End Year Balance | $43,551,079 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,896,924 | BeginningYearBalanceAmt |
| Contributions | $949,238 | ContributionsAmt |
| Investment Earnings Or Losses | $2,407,678 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $935,984 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,300,433 | OtherExpendituresAmt |
| Administrative Expenses | $38,312 | AdministrativeExpensesAmt |
| End Year Balance | $42,979,111 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,353,555 | BeginningYearBalanceAmt |
| Contributions | $418,866 | ContributionsAmt |
| Investment Earnings Or Losses | $1,471,938 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $695,497 | GrantsOrScholarshipsAmt |
| Other Expenditures | $616,258 | OtherExpendituresAmt |
| Administrative Expenses | $35,680 | AdministrativeExpensesAmt |
| End Year Balance | $41,896,924 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,815,144 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $4,426,504 | OtherCostOrOtherBasisAmt |
| Book Value | $7,241,648 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $128,740,121 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $156,298,401 | OtherCostOrOtherBasisAmt |
| Depreciation | $192,406,809 | DepreciationAmt |
| Book Value | $92,631,713 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $9,560,215 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $4,718,699 | DepreciationAmt |
| Book Value | $4,841,516 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $19,229,593 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $50,671,519 | OtherCostOrOtherBasisAmt |
| Depreciation | $60,123,909 | DepreciationAmt |
| Book Value | $9,777,203 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $33,612 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $27,966,260 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,553,783 | DepreciationAmt |
| Book Value | $6,446,089 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $120,938,169 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Student loans receivable | Desc |
| Book Value | $20,500,633 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $20,500,633 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Obligations under split-interest agreements | $1,112,860 |
| Perkins Loan Liability | $19,307,862 |
| Obligations under capital lease | $288,165 |
| Payable to affiliated organizations | $747,986 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $21,456,873 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | Included in other assets is a rock and mineral collection maintained by the University on campus. Educational tours are available to schools, community groups, and individuals. |
| Part IV, Line 2b: | The University maintains custodial liability accounts for several student activity clubs. |
| Part V, Line 4: | Earnings of the endowment funds are restricted to: College of Business - $1,630,867 College of Theology - $2,699,211 College of Education - $600,205 College of Arts and Sciences - $1,560,262 College of Nursing - $21,681,596 Scholarships - $11,080,700 General Activities of the University - $5,807,669 Total - $45,060,510 |
| Form 990, Schedule D, Part V, Lines 2a-2c: | In accordance with the principles of FASB ASU 2016-14 (ASC 958), the organization has implemented required changes to its audited financial statements for the period ended 4/30/2020. To date, Form 990 and its associated schedules have not been updated to reflect changes made by this standard. Thus, we have reported the revised net asset categories from the audited financial statements as follows on Form 990, Schedule D, Part V, Lines 2a-2c: Line 2a - Without donor restrictions Line 2b - With donor restrictions |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | The university publishes its racially nondiscriminatory policy in the student admissions application, university catalog, and other recruiting brochures and media. The organization currently enrolls students of racial minority groups in meaningful numbers consistent with the publicity exception found in Rev. Proc. 75-50 section 4.03(2)(b). Oral Roberts University enrollment includes students from 116 nations and all 50 states. 57% of students are from racial minority groups. A non-discrimination statement is included in the University's Title IX policy at https://oru.edu/consumer-information/title-ix/policy/index.php. Other web locations that include a nondiscrimination statement: https://oru.edu/human-resources/application-process.php https://oru.edu/human-resources/index.php The policy was also added to the homepage after the current tax year. |
| Schedule E, Part I, Line 6 | Oral Roberts University participates in the following US Department of Education student financial aid programs: Federal Pell Grant, Federal Supplemental Educational Opportunity Grant, Federal Work Study, and Direct Loan Programs. The university also received funds through the Higher Education Emergency Relief Fund (HEERF). All HEERF funds received in the 2019 tax year were distributed to students. The university also receives federal grant funds from the National Science Foundation and state grant funds from the Oklahoma State Regents for Higher Education and the University of Oklahoma. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (44 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | Public Service | $117,011 |
| Central America and the Caribbean | 0 | 0 | Program Services | Recruiting | $16,637 |
| Central America and the Caribbean | 0 | 0 | Grants to recipients located in region | $9,000 | |
| East Asia and the Pacific | 0 | 0 | Program Services | Academic Support | $10,434 |
| East Asia and the Pacific | 0 | 0 | Conferences/ Seminars | $3,246 | |
| East Asia and the Pacific | 0 | 0 | Fundraising | $10,923 | |
| East Asia and the Pacific | 0 | 0 | Program Services | Public Service | $107,314 |
| East Asia and the Pacific | 0 | 0 | Program Services | Recruiting | $39,799 |
| East Asia and the Pacific | 0 | 0 | Program Services | Study Abroad | $2,061 |
| East Asia and the Pacific | 0 | 0 | Grants to recipients located in region | $7,000 | |
| Europe | 0 | 0 | Conferences/ Seminars | $32,747 | |
| Europe | 0 | 0 | Program Services | Academic Support | $1,575 |
| Europe | 0 | 0 | Program Services | Instruction | $921 |
| Europe | 0 | 0 | Program Services | Public Service | $67,703 |
| Europe | 0 | 0 | Program Services | Recruiting | $17,082 |
| Europe | 0 | 0 | Program Services | Study Abroad | $116,235 |
| Europe | 0 | 0 | Grants to recipients located in region | $13,680 | |
| Middle East and North Africa | 0 | 0 | Conferences/ Seminars | $500,001 | |
| Middle East and North Africa | 0 | 0 | Program Services | Academic Support | $277 |
| Middle East and North Africa | 0 | 0 | Program Services | Instruction | $13,532 |
| Middle East and North Africa | 0 | 0 | Program Services | Public Service | $7,353 |
| Middle East and North Africa | 0 | 0 | Program Services | Study Abroad | $9,016 |
| Middle East and North Africa | 0 | 0 | Grants to recipients located in region | $4,140 | |
| North America - Canada and Mexico, but but not the United States | 0 | 0 | Conferences/ Seminars | $9,181 | |
| North America - Canada and Mexico, but but not the United States | 0 | 0 | Institutional Support | $2,200 | |
| North America - Canada and Mexico, but but not the United States | 0 | 0 | Program Services | Recruiting | $17,882 |
| North America - Canada and Mexico, but but not the United States | 0 | 0 | Program Services | Study Abroad | $16,283 |
| North America - Canada and Mexico, but but not the United States | 0 | 0 | Grants to recipients located in region | $5,000 | |
| Russia & the Newly Independent States | 0 | 0 | Conferences/ Seminars | $8,979 | |
| Russia & the Newly Independent States | 0 | 0 | Program Services | Public Service | $1,853 |
| South America | 0 | 0 | Conferences/ Seminars | $32,988 | |
| South America | 0 | 0 | Program Services | Public Service | $63,081 |
| South America | 0 | 0 | Program Services | Recruiting | $23,959 |
| South America | 0 | 0 | Grants to recipients located in region | $24,800 | |
| South Asia | 0 | 0 | Conferences/ Seminars | $4,208 | |
| South Asia | 0 | 0 | Program Services | Public Service | $32,317 |
| South Asia | 0 | 0 | Program Services | Study Abroad | $83 |
| South Asia | 0 | 0 | Program Services | Student Services | $1,525 |
| South Asia | 0 | 0 | Grants to recipients located in region | $13,182 | |
| Sub-Saharan Africa | 0 | 0 | Conferences/ Seminars | $12,801 | |
| Sub-Saharan Africa | 0 | 0 | Program Services | Public Service | $144,534 |
| Sub-Saharan Africa | 0 | 1 | Program Services | Recruiting | $4,045 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Study Abroad | $37,119 |
| Sub-Saharan Africa | 0 | 0 | Grants to recipients located in region | $13,490 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 1 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $314,364 | SubtotalSpentAmt |
| Continuation Spent | $1,262,833 | ContinuationSpentAmt |
| Total Spent | $1,577,197 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | Ministries interested in having their project selected as an ORU missions project submit a Missions Project Proposal. The ORU Mission's Committee meets and approves of projects and numbers them according to their urgency of completion. Ministries are notified when funds have been collected to disburse the pledged amount to the missions project designation. Each ministry is required to send proof to the administrative liaison once the missions project is completed. This proof comes in forms such as photos and video testimonials. The administrative liaison reports this information back to the ORU Missions Committee. |
| Part I, line 3: | Expenditures are accounted for using the accrual method of accounting. |
| Part III Accounting Method: |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Homecoming Banquet | Event1Nm |
| Gross Receipts Event1 | $107,390 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $97,003 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $10,387 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $363 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $14,773 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $29,027 | OtherDirectExpensesEvent1Amt |
| Event2 | Scholarship Dinner | Event2Nm |
| Gross Receipts Event2 | $59,247 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $56,262 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $2,985 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $3,421 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $3,723 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $166,637 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $153,265 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $13,372 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $363 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $18,194 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $32,750 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $51,307 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$37,935 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Tulsa Metro Chamber | |||||||
| Two West Second St Ste 150 | Tulsa | OK | 74103 | 730488250 | 501(c)(6) | $29,900 | Community Participation |
| Carl Richardson Ministries Inc | |||||||
| 3006 Drakes Landing Ct | Valrico | FL | 33596 | 592471263 | $10,000 | Ministry Support | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Scholarships/Fellowships | 2865 | $44,766,585 |
| CARES-HEERF Emergency Aid | 1635 | $1,319,700 |
| Student Competition Awards | 6 | $6,550 |
| Benevolence | 1 | $35,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Ministries interested in having their project selected as an ORU missions project submit a Missions Project Proposal. The ORU Mission's Committee meets and approves of projects and numbers them according to their urgency of completion. Ministries are notified when funds have been collected to disburse the pledged amount to the missions project designation. Each ministry is required to send proof to the administrative liaison once the missions project is completed. This proof comes in forms such as photos and video testimonials. The administrative liaison reports this information back to the ORU Missions Committee. Scholarships/fellowships are applied directly to student accounts. No cash changes hands. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| William M Wilson | ||||||||||||||
| President | $295,972 | $0 | $105,500 | $0 | $31,389 | $0 | $32,934 | $0 | $88,958 | $0 | $554,753 | $0 | $0 | $0 |
| R Michael Carter | ||||||||||||||
| Athletic Director | $221,342 | $0 | $60,024 | $0 | $5,825 | $0 | $7,069 | $0 | $24,926 | $0 | $319,186 | $0 | $0 | $0 |
| Neal Stenzel | ||||||||||||||
| Assistant Treasurer/CFO | $197,725 | $0 | $26,500 | $0 | $10,757 | $0 | $6,547 | $0 | $76,685 | $0 | $318,214 | $0 | $0 | $0 |
| Kathaleen Reid-Martinez | ||||||||||||||
| Provost/Chief Academic Officer | $151,715 | $0 | $26,500 | $0 | $14,457 | $0 | $23,134 | $0 | $75,577 | $0 | $291,383 | $0 | $0 | $0 |
| Laura Bishop | ||||||||||||||
| VP of Advancement | $189,686 | $0 | $6,000 | $0 | $28,733 | $0 | $6,194 | $0 | $60,087 | $0 | $290,700 | $0 | $0 | $0 |
| Timothy Philley | ||||||||||||||
| Chief Operating Officer | $214,405 | $0 | $1,536 | $0 | $5,398 | $0 | $6,536 | $0 | $9,228 | $0 | $237,103 | $0 | $0 | $0 |
| Paul Mills | ||||||||||||||
| Head Men's Basketball Coach | $190,388 | $0 | $482 | $0 | $8,005 | $0 | $6,000 | $0 | $20,645 | $0 | $225,520 | $0 | $0 | $0 |
| Michael Mathews | ||||||||||||||
| VP of Technology & Innovation | $168,750 | $0 | $6,000 | $0 | $1,433 | $0 | $0 | $0 | $14,630 | $0 | $190,813 | $0 | $0 | $0 |
| Nancy Brainard | ||||||||||||||
| VP of Enrollment Management | $142,384 | $0 | $6,015 | $0 | $3,980 | $0 | $4,560 | $0 | $20,645 | $0 | $177,584 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Airfare totaling $3,972 was provided to companions of trustees as a taxable benefit. The recipients of this benefit were Camella Binkley, Victor Cardenas, Michael Fletcher, Timothy Lyons, Mike Sterns, Brad Thomas, Robert Tull, Jr. and Gilberto Velez. President William Wilson received a nontaxable ministerial housing allowance of $88,200. VP Kathaleen Reid-Martinez received a nontaxable ministerial housing allowance of $50,001. VP Laura Bishop received taxable travel expenses and meals for family in the amount of $5,039. VP R. Michael Carter received taxable travel expenses and meals for a spouse in the amount of $275. Country club dues were paid on behalf of R. Michael Carter with the amount determined to be for personal use included in his taxable compensation for the year. |
| Part I, Line 7 | The following discretionary performance bonuses were given: W. Wilson $75,000 N. Stenzel $25,000 K. Reid-Martinez $25,000 L. Bishop, M. Mathews, N. Brainard $5,000 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Lisa Wilson | |||
| Family member of William M. Wilson, President | $73,658 | Wages | 0 |
| W Ashley Wilson | |||
| Family member of William M. Wilson, President | $90,049 | Wages | 0 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $9,153 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Estimated FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $61,321 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV - Exchange Price | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Organ | 1 | $11,000 | Appraisal |
| Yes (X) | Media Equip | 2 | $886 | Estimated FMV |
| 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 number of contributions represent the number of contributions received, not the number of items donated. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 1: | The Executive Committee shall have delegated authority from the Board to advise and assist the President of the University to address routine business matters between regular Board meetings and to assist the Board Chair and the President in their joint responsibility to help the Board to function effectively and efficiently by suggesting Board meeting agenda items and periodically assessing the quality of committee work. The Executive Committee shall have delegated authority to act for the Board of Trustees on all matters except for the following, which shall be reserved for the Board: President selection and termination; Trustee and Board officer selection; changes to the Bylaws or Certificate of Incorporation; incurring of University indebtedness other than indebtedness in the ordinary course of business; sale of University assets or tangible property other than in the ordinary course of business; adoption of the annual budget; and conferral of degrees. These Bylaws or this Board may from time to time reserve other powers exclusively for the Board of Trustees. In addition to its authority to take action on emergency matters that cannot or should not be deferred to the next scheduled meeting of the Board, the Executive Committee shall oversee the work of Board Standing Committees and other committees. |
| Form 990, Part VI, Section B, line 11b | The Form 990 is prepared by an independent CPA firm. It is the policy of Oral Roberts University that the Finance Committee will be responsible for the initial review of the Internal Revenue Service Form 990 that is to be filed on behalf of the Organization. Upon approval of the Finance Committee, the Form 990 shall be presented to the Board of Trustees along with a recommendation from the Finance Committee Chair for Board approval of the Form 990 for filing with the IRS. A Board resolution is not required in order for the Form 990 to be filed, provided that the Board's approval of the Form 990 for filing is in accordance with the requirements for action by the Board and is otherwise recorded in the minutes of the organization. Trustees may receive the Form 990 as hard copies (mailed or hand-delivered) or electronic files (sent via e-mail). |
| Form 990, Part VI, Section B, line 12c | Each director, principal officer, key employee, and member of a committee with governing board delegated powers shall annually sign a conflict of interest disclosure statement which is reviewed by the Audit Committee. To ensure the corporation operates in a manner consistent with charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic reviews are conducted by the Audit Committee. The periodic reviews at a minimum include the following subjects: (a) Whether compensation arrangements and benefits are reasonable, based on competent survey information, and the result of arms length bargaining, and (b) Whether partnerships, joint ventures, and arrangements with management foundations conform to the corporations's written policies, are properly recorded, reflect reasonable investment or payments for goods and services, further charitable purposes and do not result in inurement, impermissible private benefit or in an excess benefit transaction. Should any potential conflicts of interest be disclosed, the board member or officer would be asked to refrain from participation in any deliberation or decision with regard to matters affected by the relationship. |
| Form 990, Part VI, Section B, line 15 | (1) The compensation of an individual employed in a position of Executive, Officer, or Key Employee is reviewed and approved by the Board of Trustees or its designated committee (Compensation/Human Relations). Persons with conflicts of interest with respect to the compensation arrangement at issue are not involved in the compensation review and approval process. (2) The review and approval of compensation of the individual employed in the position of Executive, Officer, or Key Employee is based upon data of comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations. (3) There is contemporaneous documentation and recordkeeping with respect to the review and approval of compensation paid to individuals employed in positions of Executive, Officer, or Key Employee. |
| Form 990, Part VI, Section C, line 19 | The governing documents, conflict of interest policy, and financial statements are made available on the University's website. |
| Form 990, Part VII: Minister's deferred compensation reporting | Compensation reported in Part VII, column D and Schedule J, Part II, column B is the amount reported on the individual's W-2, box 1 or 5 (whichever amount is greater) per the IRS instructions. In the case of minister's compensation when box 5 of the W-2 is not applicable, box 1 compensation is used. Employee deferrals to qualified retirement plans are normally captured in box 5, not box 1 of Form W-2. For reporting purposes we have included the minister's retirement plan deferrals in Part VII, column F and Schedule J, Part II, column C. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ORU Golden Eagle Club | ||||||||||
| 7777 S Lewis Ave | Tulsa | OK | 74171 | 237164698 | Support University Athletics | OK | 501(c)(3) | Line 10 | Oral Roberts University | Yes (1) |
| Oral Roberts University eAcademy | ||||||||||
| 7777 S Lewis Ave | Tulsa | OK | 74171 | 208195686 | Online Christian Education | OK | 501(c)(3) | Line 2 | Oral Roberts University | Yes (1) |
| Oral Roberts University Educational Fellowship | ||||||||||
| 7777 S Lewis Ave | Tulsa | OK | 74171 | 731310793 | Christian School Networking | OK | 501(c)(3) | Line 10 | Oral Roberts University | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| University Broadcasting Inc | ||||||||||||
| 7777 S Lewis Ave | Tulsa | OK | 74171 | 731493165 | TV Broadcasting | OK | Oral Roberts University | C | $572,850 | $799,292 | 1.00000 | Yes (1) |
| Charitable Remainder Unitrusts (5) | ||||||||||||
| Trusts | OK | Oral Roberts University | T | Yes (1) | ||||||||
| Pooled Income Fund (1) | ||||||||||||
| Trusts | OK | Oral Roberts University | T | Yes (1) | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (16 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ORU Golden Eagle Club | ||
| C | $1,776,265 | FMV |
| ORU Golden Eagle Club | ||
| O | $203,634 | FMV |
| ORU Golden Eagle Club | ||
| N | ||
| ORU Golden Eagle Club | ||
| R | $118,960 | FMV |
| University Broadcasting Inc | ||
| A | $86,320 | FMV |
| University Broadcasting Inc | ||
| J | $86,320 | FMV |
| University Broadcasting Inc | ||
| L | $54,595 | FMV |
| University Broadcasting Inc | ||
| N | ||
| University Broadcasting Inc | ||
| O | $128,749 | FMV |
| ORU Golden Eagle Club | ||
| J | ||
| ORU Golden Eagle Club | ||
| L | ||
| ORU Golden Eagle Club | ||
| Q | ||
| ORU Golden Eagle Club | ||
| S | ||
| University Broadcasting Inc | ||
| M | ||
| University Broadcasting Inc | ||
| Q | $156,296 | FMV |
| Oral Roberts Educational Fellowship | ||
| N | ||