2017-05-04T16:46:02-05:00 2016-06-30 420714325 RSM US LLP 531 COUCH DR OKLAHOMA CITY OK 73102 990 2015-07-01 730579265 OKLAHOMA CITY UNIVERSITY OKLA 4052085000 2501 N BLACKWELDER OKLAHOMA CITY OK 73106 CATHERINE MANINGER CFO 4052085000 2017-04-28 1 MIKE PLACE P00357051 4052397961 2015 2017-02-10 21:41:12Z ROBERT H HENRY 2501 N BLACKWELDER OKLAHOMA CITY OK 73106 98261690 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. 38 37 1776 250 0 0 11436978 5749080 88981551 87044532 4049852 2984766 2616770 2154836 107085151 97933214 30187822 29876191 0 0 41788599 40980257 0 0 1427014 32732458 31648940 104708879 102505388 2376272 -4572174 282708273 275186056 86724639 91613318 195983634 183572738 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 80611794 29876191 80318215 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 2015-2016 ACADEMIC YEAR WAS 3,023. 5005755 6726317 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. 85617549 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 1 0 0 0 0 0 0 0 0 1 191 0 1 1776 1 0 0 0 0 0 0 0 0 0 0 X 38 37 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 OK X OKLAHOMA CITY UNIVERSITY 4052085260 2501 N BLACKWELDER OKLAHOMA CITY OK 73106 ANN JOHNSTONE TRUSTEE 1.00 X 0 0 0 B CRAIG STINSON TRUSTEE 1.00 X 0 0 0 BILL JUNK TRUSTEE 1.00 X 0 0 0 DAVID M WILSON TRUSTEE 1.00 X 0 0 0 EMMANUEL E EDEM TRUSTEE 1.00 X 0 0 0 GARY HOMSEY V. CHAIRMAN 1.00 X X 0 0 0 GEORGE R RANDALL TRUSTEE 1.00 X 0 0 0 GERALD L GAMBLE TRUSTEE 1.00 X 0 0 0 HENRY W BROWNE JR TRUSTEE 1.00 X 0 0 0 HERMAN MEINDERS TRUSTEE 1.00 X 0 0 0 JACK E GOLSEN TRUSTEE 1.00 X 0 0 0 JANE JAYROE GAMBLE SECRETARY 1.00 X X 0 0 0 JASON FOREMAN TRUSTEE 1.00 X 0 0 0 JEANNE HOFFMAN SMITH TRUSTEE 1.00 X 0 0 0 JENEE NAIFEH LISTER TRUSTEE 1.00 X 0 0 0 JERRY B VANNATTA TRUSTEE 1.00 X 0 0 0 JOE R HOMSEY JR TRUSTEE 1.00 X 0 0 0 JOHN RICHELS TRUSTEE 1.00 X 0 0 0 JUDY BENSON TRUSTEE 1.00 X 0 0 0 LINDA PETREE LAMBERT TRUSTEE 1.00 X 0 0 0 LOU KERR TRUSTEE 1.00 X 0 0 0 LOUISE BASS TRUSTEE 1.00 X 0 0 0 MARSH PITMAN TRUSTEE 1.00 X 0 0 0 MARTHA A BURGER TRUSTEE 1.00 X X 0 0 0 MEG SALYER TRUSTEE 1.00 X 0 0 0 MO GROTJOHN TRUSTEE 1.00 X 0 0 0 NICHOLAS RHODES TRUSTEE 1.00 X 0 0 0 PATRICK T ROONEY TRUSTEE 1.00 X 0 0 0 PHIL G BUSEY SR TRUSTEE 1.00 X 0 0 0 RICHARD PARRY TRUSTEE 1.00 X 0 0 0 ROBERT E LONG TRUSTEE 1.00 X 0 0 0 ROBERT J ROSS TRUSTEE 1.00 X 0 0 0 ROCKFORD JOHNSON TRUSTEE 1.00 X 0 0 0 RONALD J NORICK CHAIRMAN 1.00 X X 0 0 0 ROY W CHANDLER TRUSTEE 1.00 X 0 0 0 STEVEN W TAYLOR TRUSTEE 1.00 X 0 0 0 TRICIA L EVEREST TRUSTEE 1.00 X 0 0 0 WILLIAM F SHDEED CHAIRMAN EMERITUS 1.00 X X 0 0 0 WILLIAM MEE TRUSTEE 1.00 X 0 0 0 AMY AYRES VICE PRESIDENT 40.00 X 56975 0 2249 AMY CATALDI INTERIM DEAN 40.00 X 95906 0 11669 CASEY ROSS UNIVERSITY GENERAL COUNSEL 40.00 X 132005 0 3745 CATHERINE MANINGER CFO 40.00 X 71040 0 3790 CHARLES NEFF VP/DEAN 40.00 X 56054 0 8709 DONNA NANCE CHIEF FINANCIAL OFFICER 40.00 X 154534 0 10398 JAMES ABBOTT ASST VICE PRESIDENT 40.00 X 107999 0 12349 JOEY CROSLIN CHIEF HR OFFICER 40.00 X 94045 0 4793 KENT BUCHANAN INTERIM PROVOST/VPAA 40.00 X 125535 0 17050 KEVIN WINDHOLZ ASSOCIATE VICE PRES 40.00 X 134470 0 12050 MARTIN O'GWYNN VICE PRESIDENT 40.00 X 153323 0 11642 MARY JENKINS GENERAL COUNSEL 40.00 X 87566 0 6405 ROBERT HENRY PRESIDENT 40.00 X 375810 0 33818 SUSAN BARBER PROVOST/VPAA 40.00 X 120379 0 14760 ERIC LAITY ASSOCIATE DEAN 40.00 X 194227 0 15665 LEE PEOPLES DIRECTOR 40.00 X 152178 0 9923 MARK PARKER DEAN 40.00 X 171940 0 11578 MICHAEL WILLIAMS SENIOR ASSOC. DEAN 40.00 X 153926 0 7891 STEVEN AGEE DEAN 40.00 X 199962 0 11427 VALERIE COUCH DEAN 40.00 X 290660 0 20763 ALVIN HARRELL LAW FACULTY 40.00 X 151236 0 7891 ARTHUR LEFRANCOIS LAW FACULTY 40.00 X 162750 0 11714 DENNIS ARROW LAW FACULTY 40.00 X 138475 0 10629 LAWRENCE HELLMAN LAW FACULTY 40.00 X 145475 0 13659 TRACY STETSON ACCOUNTING FACULTY 40.00 X 133172 0 9561 3659642 0 284128 19 0 1 0 SODEXO INC AND AFFILIATES PO BOX 536922 ATLANTA GA 303536922 CATERING/MEAL PLANS 2451826 SMITH PICKEL CONSTRUCTION PO BOX 21447 OKLAHOMA CITY OK 731561447 REMODELING/CONSTRUCTION 2127505 WITT FIALA FLANNERY AND ASSOCIATES INC 211 S JEFFERSON AVE ST LOUIS MO 631032511 JANITORIAL SERVICES 560352 OKLAHOMA PEST SOLUTIONS INC PO BOX 6954 EDMOND OK 730836954 PEST CONTROL 335695 TREE OF LIFE CONSULTING 1500 S WESTERN AVE MARION IN 469531542 BOOKSTORE SERVICES 308426 5 427026 345323 4976731 218611 5749080 TUITION AND FEES 611310 79744735 79744735 ROOM/BOARD REVENUES 611710 5887705 5887705 ALL OTHER PROGAM SERVICE REV 900099 573480 573480 CAMPS/CONFERENCES/WORKSHOPS 611710 437590 437590 ELS RENTAL INCOME 611710 290438 290438 110584 110584 87044532 2984766 2984766 201705 201705 660461 0 660461 660461 660461 105389 427026 328476 -223087 -223087 ALL OTHER MISC REVENUES 900099 1515757 1491214 24543 1515757 97933214 89196207 0 2987927 29876191 29876191 4173909 2799405 1195919 178585 31233623 27385583 3163940 684100 1391127 1150984 196946 43197 1656854 1600065 23013 33776 2524744 2191756 270043 62945 2408634 2408634 147916 5225 142691 92010 92010 297081 297081 403515 402225 1290 1147375 732906 371622 42847 2862409 1903360 838798 120251 1239840 886624 350288 2928 1879517 1395122 484395 1641329 1508239 102166 30924 246062 201907 24988 19167 3911915 1443 3910472 6573448 6243010 330438 956526 120144 836382 UTILITIES 2105991 340204 1762643 3144 OTHER 1709728 1502980 81564 125184 CONTRACT LABOR NONPROFE 1672454 1415441 210466 46547 MAINTENANCE & REPAIR 1386577 315370 1071207 966613 933650 834 32129 102505388 85617549 15460825 1427014 57315 66304 6176991 2971538 6692855 3742777 2196264 4469542 8091679 8144895 1404761 1501057 248075858 87569168 162716987 160506690 55931402 58504678 8876929 5302843 30563090 29975732 282708273 275186056 6478748 5550073 4116399 3930036 53530280 52380948 22599212 29752261 86724639 91613318 X 82911864 75997248 47289226 40099481 65782544 67476009 195983634 183572738 282708273 275186056 -4572174 -7838722 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X EDUCATION 0 84071991 1807368 433326 4002245 82310440 84008709 3108490 1183364 4228572 84071991 75071314 1492726 11460809 4016140 84008709 71024076 1755267 5796976 3505005 75071314 72887290 1877242 -244813 3495643 71024076 0.00970 0.81700 0.17330 0 0 1189307 6365828 7555135 156484136 42721913 113762223 33743505 9087834 24655671 49900400 35759421 14140979 392682 392682 160506690 BENEFICIAL INTERESTS IN TRUSTS 29662522 OTHER 313210 29975732 CAPITAL LEASE OBLIGATIONS 12372 DEPOSITS HELD IN CUSTODY FOR OTHERS 684574 INTEREST SWAP AGREEMENT 19691601 ADVANCES FROM FEDERAL GOVT FOR PERKI 3905000 ANNUITIES PAYABLE 2458714 NOTES PAYABLE 3000000 29752261 X 61261059 -7838722 -7838722 69099781 28833433 28833433 97933214 73671955 0 73671955 28833433 28833433 102505388 PART III, LINE 4: THE HULSEY GALLERY HOUSES OVER 500 WORKS OF THE OKLAHOMA CITY UNIVERSITY ART COLLECTION. THE COLLECTION CONTAINS WORK HISTORICALLY IMPORTANT TO THE UNIVERSITY, INCLUDING WORK BY ALUMNI AND FORMER FACULTY OF THE ART DEPARTMENT, WORKS DONATED BY DISTINGUISHED FACULTY AND ALUMNI, AS WELL AS WORK OF REGIONAL AND STATE IMPORTANCE. 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: MANAGEMENT EVALUATED THEIR TAX POSITIONS AND CONCLUDED THAT THEY HAVE TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE UNIVERSITY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2012. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE-NET IN VII -328,476. INVEST EXPENSES: NET PRESENTATION IN AUDIT REPORT 295,743. STUDENT AID/SCHOLARSHIP ASSISTANCE: NET PRESENTATION IN AUDIT REPORT 28,866,166. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVEST EXPENSES: NET PRESENTATION IN AUDIT REPORT 295,743. STUDENT AID/SCHOLARSHIP ASSISTANCE: NET PRESENTATION IN AUDIT REPORT 28,866,166. FUNDRAISING EXPENSE-NET IN VII -328,476. 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. HALL OF HONOR 137100 105495 31605 59093 MEYERS THEATRE FOR YOUNG AUDIENCES 185550 170000 15550 126753 6 209765 151531 58234 142630 532415 427026 105389 328476 328476 -223087 1 STUDENT AID/SCHOLARSHIPS 2329 29876191 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 X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 DONNA NANCE CHIEF FINANCIAL OFFICER 147342 0 7192 0 0 0 6813 0 3585 0 164932 0 0 0 MARTIN O'GWYNN VICE PRESIDENT 147323 0 0 0 6000 0 7500 0 4142 0 164965 0 0 0 ROBERT HENRY PRESIDENT 372810 0 0 0 3000 0 18750 0 15068 0 409628 0 0 0 ERIC LAITY ASSOCIATE DEAN 194227 0 0 0 0 0 10000 0 5665 0 209892 0 0 0 LEE PEOPLES DIRECTOR 152178 0 0 0 0 0 6900 0 3023 0 162101 0 0 0 MARK PARKER DEAN 171940 0 0 0 0 0 7975 0 3603 0 183518 0 0 0 MICHAEL WILLIAMS SENIOR ASSOC. DEAN 153926 0 0 0 0 0 7500 0 391 0 161817 0 0 0 STEVEN AGEE DEAN 199962 0 0 0 0 0 7750 0 3677 0 211389 0 0 0 VALERIE COUCH DEAN 290660 0 0 0 0 0 15000 0 5763 0 311423 0 0 0 ALVIN HARRELL LAW FACULTY 151236 0 0 0 0 0 7500 0 391 0 159127 0 0 0 ARTHUR LEFRANCOIS LAW FACULTY 161945 0 805 0 0 0 8050 0 3664 0 174464 0 0 0 LAWRENCE HELLMAN LAW FACULTY 145475 0 0 0 0 0 8100 0 5559 0 159134 0 0 0 A OK INDUST AUTHORITY REVENUE NOTE 730579265 2010-11-30 60000000 REDEMPTION FUND, COST 0 0 0 A 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 1 1 JP MORGAN CHASE 25.000000000000 1 0 0 0 0 A 0 X 4 62775 FMV X MINERAL RIGHTS VALUATION 1 97727 FMV X 1986 WALNUT PIANO 1 15000 FMV X BLOOMBERG TERMINAL SERVICE FOR MEINDERS SCHOOL OF BUSINESS OCT-DEC 201 1 6000 FMV X PA OFFICE FURNITURE AND MEDICAL BOOKS FOR FACULTY AND PA STUDENTS 1 5925 FMV X EIGHT YARDS OF CONCRETE FOR THE OCU BASEBALL FIELD INCLUDING LABOR AND 1 5750 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 JANE JAYROE GAMBLE GERALD L. GAMBLE SECRETARY TRUSTEE MARRIED FORM 990, PART VI, SECTION A, LINE 2 MO GROTJOHN HERMAN MEINDERS TRUSTEE TRUSTEE BUSINESS FORM 990, PART VI, SECTION A, LINE 2 GARY HOMSEY JOE R. HOMSEY JR. V. CHAIRMAN TRUSTEE FAMILY FORM 990, PART VI, SECTION B, LINE 11 A COPY IS PRESNTED 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.