2016-05-09T10:42:12-05:00 2015-06-30 420714325 RSM US LLP 531 COUCH DR OKLAHOMA CITY OK 73102 990 2014-07-01 730579265 OKLAHOMA CITY UNIVERSITY OKLA 4052085000 2501 N BLACKWELDER OKLAHOMA CITY OK 73106 CATHERINE MANINGER INTERIM CFO 4052085000 2016-04-19 1 ELLAN WRIGHT P00112450 4052397961 2014 2016-08-17 19:52:53Z ROBERT H HENRY 2501 N BLACKWELDER OKLAHOMA CITY OK 73106 107290365 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 STUDENT' INTELLECTUAL, MORAL, AND SPIRITUAL DEVELOPMENT TO PREPARE THEM TO BECOME EFFECTIVE LEADERS IN SERVICE TO THEIR COMMUNITIES. 45 45 1710 250 0 0 12428992 11436978 91022717 88981551 3119853 4049852 2867799 2616770 109439361 107085151 32108086 30187822 0 0 42362695 41788599 0 0 1330348 31550077 32732458 106020858 104708879 3418503 2376272 287465330 283825923 91017132 87842289 196448198 195983634 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 81492506 30187822 80791107 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 2014-2015 ACADEMIC YEAR WAS 3,072. 5252378 8190444 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. 86744884 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 1 197 0 1 1710 1 0 0 0 0 0 0 0 0 0 0 X 45 45 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 BEATRIZE MARTINEZ TRUSTEE 1.00 X 0 0 0 BILL JUNK TRUSTEE 1.00 X 0 0 0 BRIAN BAKEMAN TRUSTEE 1.00 X 0 0 0 DAVID M WILSON TRUSTEE 1.00 X 0 0 0 DENNIS J DOUGHERTY TRUSTEE THROUGH JAN 2015 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 JAMES C BASS 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 JEANNETTE SIAS TRUSTEE - THROUGH SUMMER 2014 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 KATIE HILL 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 MICHAEL GARDNER TRUSTEE 1.00 X 0 0 0 MO GROTJOHN 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 HAYES JR RESIDENT BISHOP 1.00 X 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 CHARLES NEFF VP/DEAN 40.00 X 32122 0 8709 DONNA NANCE CHIEF FINANCIAL OFFICER 40.00 X 133027 0 10399 JAMES ABBOTT ASST VICE PRESIDENT 40.00 X 88583 0 12349 JOEY CROSLIN CHIEF HR OFFICER 40.00 X 88713 0 4793 KEVIN WINDHOLZ ASSOCIATE VICE PRES 40.00 X 135301 0 12050 MAHMOOD SHANDIZ ASSOCIATE VP 40.00 X 148925 0 12433 MARGARET BALL VP OF CHURCH 40.00 X 24571 0 757 MARTIN O'GWYNN VICE PRESIDENT 40.00 X 150756 0 11642 MARY JENKINS GENERAL COUNSEL 40.00 X 117720 0 6404 ROBERT HENRY PRESIDENT 40.00 X 387614 0 33818 SUSAN BARBER PROVOST/VPAA 40.00 X 216176 0 14760 ERIC LAITY ASSOCIATE DEAN 40.00 X 195232 0 15665 LEE PEOPLES DIRECTOR 40.00 X 151616 0 9923 MARK PARKER DEAN 40.00 X 161355 0 11578 MICHAEL WILLIAMS SENIOR ASSOC. DEAN 40.00 X 164329 0 7891 STEVEN AGEE DEAN 40.00 X 162130 0 11427 VALERIE COUCH DEAN 40.00 X 291820 0 20763 ALVIN HARRELL LAW FACULTY 40.00 X 150762 0 7891 ARTHUR LEFRANCOIS LAW FACULTY 40.00 X 162142 0 11714 DENNIS ARROW LAW FACULTY 40.00 X 138638 0 10629 LAWRENCE HELLMAN LAW FACULTY 40.00 X 159036 0 13659 TRACY STETSON ACCOUNTING FACULTY 40.00 X 138941 0 9561 3399509 0 258815 18 0 1 0 SODEXO INC AND AFFILIATES PO BOX 536922 ATLANTA GA 303536922 CATERING/MEAL PLANS 2546731 TRILINK RESTORATION GROUP LLC 3300 N SANTA FE AVE OKLAHOMA CITY OK 731188807 REMODELING/CONSTRUCTION 527795 WITT FIALA FLANNERY AND ASSOCIATES INC 211 S JEFFERSON AVE ST LOUIS MO 631032511 JANITORIAL SERVICES 418165 OKLAHOMA PEST SOLUTIONS INC PO BOX 6954 EDMOND OK 730836954 PEST CONTROL 247975 PITZER'S LAWN MANAGEMENT INC 11401 S BROADWAY EDMOND OK 730348654 LAWN SERVICE 212846 5 335565 424773 10676640 304259 11436978 TUITION AND FEES 611310 79910598 79910598 ROOM/BOARD REVENUES 611710 5702774 5702774 BOOKSTORE REVENUES 451211 1201332 1201332 CAMPS/CONFERENCES/WORKSHOPS 611710 1074041 1074041 ALL OTHER PROGAM SERVICE REV 900099 880509 880509 212297 212297 88981551 3805368 3805368 271885 271885 611525 0 611525 611525 611525 244484 0 244484 244484 244484 84360 335565 205214 -120854 -120854 ALL OTHER MISC REVENUES 900099 1854214 1836260 17954 1854214 107085151 91429336 0 4218837 30187822 30187822 2695473 1348307 1191166 156000 32625562 28886546 2968326 770690 1118361 1003934 79441 34986 2706192 1915188 735899 55105 2643011 2261087 311119 70805 2431686 2431686 230509 13232 217277 103522 103522 304965 1419 303546 859893 873223 -13330 994633 521337 440775 32521 2568883 1997619 431978 139286 915873 590235 307211 18427 1152065 1152053 12 1586482 1495021 60706 30755 340852 314739 14819 11294 4040800 2103 4038697 6745843 6399044 346799 876297 81523 794774 OTHER 3482419 1996587 1319289 166543 UTILITIES 2154213 307948 1843497 2768 OTHER EDUCATION RELATED 1728109 1716543 569 10997 CONTRACT LABOR NONPROFE 1242293 1170004 23574 48715 973121 77684 1100651 -205214 104708879 86744884 16633647 1330348 74458 57315 7673760 6176991 8997255 6692855 2241848 2196264 5028437 8091679 2006220 1404761 244649781 81932794 163166506 162716987 61981079 55931402 3888839 8876929 32406928 31680740 287465330 283825923 5061889 6478748 4597555 4116399 55811246 54647930 25546442 22599212 91017132 87842289 X 86601461 82911864 45999531 47289226 63847206 65782544 196448198 195983634 287465330 283825923 2376272 -2840836 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X EDUCATION 0 84008709 2684167 1183364 4228572 83647668 75071314 1492726 11460809 4016140 84008709 71024076 1755267 5796976 3505005 75071314 72887290 1877242 -244813 3495643 71024076 60960486 5160514 9869515 3103225 72887290 0.03000 0.22000 0.75000 0 0 1151720 6365828 7517548 156895088 39795542 117099546 30798967 8249449 22549518 49129681 33887803 15241878 308497 308497 162716987 BENEFICIAL INTERESTS IN TRUSTS 29570378 DEFERRED COSTS 1117650 OTHER 992712 31680740 CAPITAL LEASE OBLIGATIONS 161987 DEPOSITS HELD IN CUSTODY FOR OTHERS 404608 INTEREST SWAP AGREEMENT 15078071 ADVANCES FROM FEDERAL GOVT FOR PERKI 3788000 ANNUITIES PAYABLE 3166546 22599212 X 73824164 -2840836 -2840836 76665000 303546 30116605 30420151 107085151 74288728 0 74288728 303546 30116605 30420151 104708879 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 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 2011. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE-NET IN VII -205,214. COGS EXPENSE FOR BOOKSTORE: NET PRESENTATION IN AUDIT REPORT 961,822. STUDENT AID/SCHOLARSHIP ASSISTANCE: NET PRESENTATION IN AUDIT REPORT 29,359,997. PART XII, LINE 4B - OTHER ADJUSTMENTS: COGS EXPENSE FOR BOOKSTORE: NET PRESENTATION IN AUDIT REPORT 961,822. STUDENT AID/SCHOLARSHIP ASSISTANCE: NET PRESENTATION IN AUDIT REPORT 29,359,997. FUNDRAISING EXPENSE-NET IN VII -205,214. 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 83160 59285 23875 53752 TURPEN TIME 75500 72575 2925 0 10 261265 203705 57560 151462 419925 335565 84360 205214 205214 -120854 0 STUDENT AID/SCHOLARSHIPS 3072 29363069 X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 MAHMOOD SHANDIZ ASSOCIATE VP 148925 0 0 0 0 0 6800 0 5633 0 161358 0 0 0 MARTIN O'GWYNN VICE PRESIDENT 150756 0 0 0 0 0 7500 0 4142 0 162398 0 0 0 ROBERT HENRY PRESIDENT 372864 0 0 0 14750 0 18750 0 15068 0 421432 0 0 0 SUSAN BARBER PROVOST/VPAA 216176 0 0 0 0 0 11000 0 3760 0 230936 0 0 0 ERIC LAITY ASSOCIATE DEAN 195232 0 0 0 0 0 10000 0 5665 0 210897 0 0 0 LEE PEOPLES DIRECTOR 148616 0 3000 0 0 0 6900 0 3023 0 161539 0 0 0 MARK PARKER DEAN 161355 0 0 0 0 0 7975 0 3603 0 172933 0 0 0 MICHAEL WILLIAMS SENIOR ASSOC. DEAN 148226 0 16103 0 0 0 7500 0 391 0 172220 0 0 0 STEVEN AGEE DEAN 162130 0 0 0 0 0 7750 0 3677 0 173557 0 0 0 VALERIE COUCH DEAN 291820 0 0 0 0 0 15000 0 5763 0 312583 0 0 0 ALVIN HARRELL LAW FACULTY 150762 0 0 0 0 0 7500 0 391 0 158653 0 0 0 ARTHUR LEFRANCOIS LAW FACULTY 162142 0 0 0 0 0 8050 0 3664 0 173856 0 0 0 LAWRENCE HELLMAN LAW FACULTY 159036 0 0 0 0 0 8100 0 5559 0 172695 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 X 4 56417 FMV X OFFICE FURNITURE 1 100000 FMV X KITCHEN EQUIPMENT 1 75000 FMV X MISCELLANEOUS ITEMS AND EQUIPMENT 1 35229 FMV X DESIGN AND PRODUCT COORDINATOR 1 8473 FMV X ONE-WEEK STAY IN AN IRISH FARMHOUSE IN CORK, IRELAND 1 5000 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.