UNIVERSITY OF TULSA: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF TULSA (EIN 73-0579298)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-15
- IRS object ID
- 201440489349300639
- Schema version
- 2012v2.1
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-15T10:31:53-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731413977 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 SOUTH UTICA PLACE SUITE 200 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 741147002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730579298 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF TULSA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 9186313244 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 S TUCKER DRIVE | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74104 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL D THESENVITZ | Name |
| Title | ASSOCIATE V-P | Title |
| Phone | 9186313244 | Phone |
| Date Signed | 2014-02-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | W LYNDEL LACKEY | Name |
| PTIN | P00234298 | PTIN |
| Phone | 9187452333 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL D THESENVITZ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 S TUCKER DRIVE | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 311911614 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UTULSA.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1894 | YearFormation |
| State Legal Domicile | OK | StateLegalDomicile |
| Activity Or Mission Description | THE UNIVERSITY OF TULSA IS A PRIVATE, INDEPENDENT, DOCTORAL-DEGREE-GRANTING INSTITUTION WHOSE MISSION REFLECTS THESE CORE VALUES: EXCELLENCE IN SCHOLARSHIP, DEDICATION TO FREE INQUIRY, INTEGRITY OF CHARACTER, AND COMMITMENT TO HUMANITY. THE UNIVERSITY ACHIEVES ITS MISSION BY EDUCATING MEN AND WOMEN OF DIVERSE BACKGROUNDS AND CULTURES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 38 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3342 | TotalNbrEmployees |
| Total Nbr Volunteers | 223 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 2555 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 63421686 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 63021189 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 168303051 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 187480750 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 746133 | InvestmentIncomePriorYear |
| Investment Income Current Year | 20459023 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 437825 | OtherRevenuePriorYear |
| Other Revenue Current Year | 485542 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 232908695 | TotalRevenuePriorYear |
| Total Revenue Current Year | 271446504 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 54290126 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 62566959 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 104613164 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 108623249 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 6166262 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 75567735 | OtherExpensePriorYear |
| Other Expenses Current Year | 87231410 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 234471025 | TotalExpensesPriorYear |
| Total Expenses Current Year | 258421618 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1562330 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 13024886 | RevenuesLessExpensesCY |
| Total Assets BOY | 1244610102 | TotalAssetsBOY |
| Total Assets EOY | 1324217809 | TotalAssetsEOY |
| Total Liabilities BOY | 200036899 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 198917215 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1044573203 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1125300594 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE UNIVERSITY OF TULSA IS A PRIVATE, INDEPENDENT, DOCTORAL-DEGREE-GRANTING INSTITUTION WHOSE MISSION REFLECTS THESE CORE VALUES: EXCELLENCE IN SCHOLARSHIP, DEDICATION TO FREE INQUIRY, INTEGRITY OF CHARACTER, AND COMMITMENT TO HUMANITY. THE UNIVERSITY ACHIEVES ITS MISSION BY EDUCATING MEN AND WOMEN OF DIVERSE BACKGROUNDS AND CULTURES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 193321319 | Expense |
| Grants | 60270024 | Grants |
| Revenue | 157053427 | Revenue |
| Description | INSTRUCTION - THE UNIVERSITY SERVED APPROXIMATELY 3,160 UNDERGRADUATE AND 1,170 GRADUATE STUDENTS IN FISCAL YEAR ENDING JUNE 30, 2013. THIS CATEGORY INCLUDES DIRECT INSTRUCTION COSTS AS WELL AS HOUSING, DINING, STUDENT SERVICES, ATHLETICS, AUXILIARY ACTIVITIES, AND STUDENT AID. IT ALSO INCLUDES THE PORTION OF PLANT MAINTENANCE RELATED TO EDUCATIONAL ACTIVITIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6973953 | Expense |
| Grants | 58200 | Grants |
| Revenue | 12441746 | Revenue |
| Description | PUBLIC SERVICE - THIS ITEM INCLUDES 2 PUBLIC RADIO STATIONS, A SPEECH AND HEARING CLINIC, AND SEVERAL ACADEMIC JOURNALS. IT ALSO INCLUDES THE PETROLEUM ABSTRACTS DIVISION, WHICH ENGAGES IN INFORMATION TRANSFER RELATIVE TO THE OIL AND GAS KNOWLEDGE BASE. IT ALSO INCLUDES A PORTION OF PLANT MAINTENANCE RELATED TO PUBLIC SERVICE ACTIVITIES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 17626069 | Expense |
| Grants | 2238735 | Grants |
| Revenue | 17985577 | Revenue |
| Description | RESEARCH - THE INSTITUTION RECEIVES GRANTS FROM FEDERAL, STATE, AND LOCAL AGENCIES AS WELL AS FROM THE PRIVATE SECTOR. THE MAJOR PORTION OF THE INSTITUTION'S RESEARCH IS IN THE FIELDS OF PETROLEUM AND CHEMICAL ENGINEERING. IT ALSO INCLUDES A PORTION OF PLANT AND MAINTENANCE RELATED TO RESEARCH ACTIVITIES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 217921341 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 502 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 3342 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 38 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL D THESENVITZ CONTROLLER & ASSOC VP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9186312583 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 S TUCKER DRIVE | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 741043126 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (67 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| STEADMAN UPHAM | |||||||||
| TRUSTEE/PRESIDENT | 40.00 | 1.00 | X | X | 1348677 | 0 | 33081 | ||
| BOB WEST | |||||||||
| EMERITUS BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| BURT B HOLMES | |||||||||
| EMERITUS BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| C ARNOLD BROWN | |||||||||
| EMERITUS BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| DONALD PRAY | |||||||||
| EMERITUS BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| DONNE PITMAN | |||||||||
| EMERITUS BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| HENRY H ZARROW | |||||||||
| EMERITUS BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| JOHN H WILLIAMS | |||||||||
| EMERITUS BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| ROBERT E THOMAS | |||||||||
| EMERITUS BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| JOHN L WILLIAMS | |||||||||
| EX OFFICIO MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| LAURIE BRUMBAUGH | |||||||||
| EX OFFICIO MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| ELLEN ADELSON | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| BARBARA B ALLEN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| R CASEY COOPER | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ROGER B COLLINS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| A H MCELROY II | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| R MICHELLE BEALE | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| SHARON J BELL | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| CHARLES S MONROE | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JOHN B FORREST | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| CHET CADIEUX | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| HOWARD E JANZEN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| EVELYN RAYZOR NIENHUIS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| FRANK MURPHY III | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| FREDERIC DORWART | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| J SCOTT DICKMAN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JO BUFORD SIEGFRIED | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JEFFREY J MCDOUGALL | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ROSS O SWIMMER | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| KATHERINE G COYLE ESQ | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| L DUANE WILSON | |||||||||
| TRUSTEE/CHAIRMAN | 1.00 | 1.00 | X | X | 0 | 0 | 0 | ||
| MICHAEL D CASE | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| NANCY MEINIG | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| STEVE TURNBO | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| RANDI S WIGHTMAN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| RANDY A FOUTCH | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JAMES E WILBURN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JAMES W WALLIS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ROBERT E LORTON | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ROXANA LORTON | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| SANJAY D MESHRI | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| STEPHEN E JACKSON | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| SUSIE M COLLINS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| STEVEN J MALCOLM | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DAVID R LAWSON | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| KEITH BAILEY | |||||||||
| EMERITUS BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| JULIAN L CARR | |||||||||
| EMERITUS BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| JERRY DICKMAN | |||||||||
| EMERITUS BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| ROBERT E NORMAN | |||||||||
| EMERITUS BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| LUCINDA ROJAS-ROSS | |||||||||
| EX OFFICIO MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| MICHAEL D THESENVITZ | |||||||||
| ASSOCIATE VP & CONTROLLER | 40.00 | X | 134132 | 0 | 24078 | ||||
| KAYLA ACEBO | |||||||||
| VP PLANNING & OUTREACH | 40.00 | X | 158353 | 0 | 21209 | ||||
| ROGER N BLAIS | |||||||||
| PROVOST & VP ACADEMIC AFFA | 40.00 | X | 233922 | 0 | 33584 | ||||
| DALE A SCHOENEFELD | |||||||||
| VP & CHIEF INFORMATION OFF | 40.00 | X | 166890 | 0 | 26091 | ||||
| KEVAN BUCK | |||||||||
| VP BUSINESS & FINANCE & TR | 40.00 | 1.00 | X | 309625 | 0 | 34781 | |||
| ROGER SOROCHTY | |||||||||
| VP ENROLLMENT & STUDENT SE | 40.00 | X | 185278 | 0 | 23615 | ||||
| DUANE H KING | |||||||||
| VP MUSEUM AFFAIRS | 1.00 | 40.00 | X | 216347 | 0 | 22324 | |||
| DANIEL MANNING | |||||||||
| HEAD BASKETBALL COACH | 40.00 | 447641 | 0 | 32965 | X | ||||
| STANLEY GUY | |||||||||
| ASSISTANT FOOTBALL COACH | 40.00 | 279065 | 0 | 29230 | X | ||||
| ALFRED G SULLENBERGER | |||||||||
| DEAN COLLEGE OF BUSINESS A | 40.00 | 224619 | 0 | 34700 | X | ||||
| BILL BLANKENSHIP | |||||||||
| HEAD FOOTBALL COACH | 40.00 | 726171 | 0 | 33265 | X | ||||
| LINDA M NICHOLS | |||||||||
| DIRECTOR OF GRADUATE BUSIN | 40.00 | 234937 | 0 | 33352 | X | ||||
| GEOFFREY ORSAK | |||||||||
| FORMER TRUSTEE/PRESIDENT | 40.00 | 239447 | 0 | 11654 | X | ||||
| JANIS CAVIN ZINK | |||||||||
| FORMER SENIOR VP PLANNING & OUTRE | 40.00 | 306041 | 0 | 29097 | X | ||||
| ALLEN R SOLTOW | |||||||||
| FORMER VP RESEARCH | 40.00 | 143684 | 0 | 22649 | X | ||||
| ROSS PARMLEY | |||||||||
| FORMER ATHLETIC DIRECTOR | 40.00 | 423324 | 0 | 30765 | X | ||||
| FREDERICK D WOJCIK | |||||||||
| FORMER HEAD BASKETBALL COA | 40.00 | 491715 | 0 | 23010 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 6269868 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 499450 | TotalOtherCompensation |
| Number Individuals GT100 K | 161 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| WITT FIALA FLANNERY & ASSOCIATES | |||||
| 2815 OLIVE STREET | ST LOUIS | MO | 63103 | GROUNDS & JANITORIAL | 2893054 |
| JOHNSON CONTROLS INC | |||||
| 3148 S 108TH EAST AVE 120 | TULSA | OK | 74146 | HEAT AND AIR SERVICES | 1768925 |
| MCINTOSH SERVICES INC | |||||
| 8141 E 48TH ST | TULSA | OK | 74145 | MECHANICAL SERVICES | 1089629 |
| HASTINGS & CHIVETTA ARCHITECTS | |||||
| 700 CORPORATE PARK DRIVE SUITE 400 | ST LOUIS | MO | 63105 | ARCHITECT SERVICES | 690636 |
| PHILLIPS & BACON INC | |||||
| ONE WILLIAMS CTR STE 263 | TULSA | OK | 74172 | ENGINEERING CONSULTING | 606700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 29 | NumberOfContractorsGT100K |
| Fundraising Events | 104112 | FundraisingEvents |
| Government Grants | 818657 | GovernmentGrants |
| All Other Contributions | 62098420 | AllOtherContributions |
| Noncash Contributions | 2678301 | NoncashContributions |
| Total Contributions | 63021189 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| STUDENT TUITION AND FE | 611710 | 130730140 | 130730140 |
| AUXILIARY-ATHLETICS, H | 611710 | 26323287 | 26323287 |
| RESEARCH & SPONSORED P | 611710 | 17985577 | 17985577 |
| SALES OF EDUCATION DEP | 611710 | 7714883 | 7714883 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4726863 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4726863 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 187480750 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 764706 | TotalRevenueColumn |
| Exclusion | $764,706 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 446023 | TotalRevenueColumn |
| Exclusion | $446,023 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 76379 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 63648 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 12731 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12731 | TotalRevenueColumn |
| Exclusion | $12,731 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 60042070 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 51690762 | Securities |
| Other | -11343009 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8351308 | Securities |
| Other | 11343009 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19694317 | TotalRevenueColumn |
| Exclusion | $19,694,317 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 80497 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 104112 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 53709 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26788 | TotalRevenueColumn |
| Exclusion | $26,788 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 271446504 | TotalRevenueColumn |
| Related Or Exempt Function Income | 187480750 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $20,944,565 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62566959 | Total |
| Program Services | 62566959 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2643455 | Total |
| Program Services | 1079557 | ProgramServices |
| Management And General | 1366514 | ManagementAndGeneral |
| Fundraising | 197384 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80633133 | Total |
| Program Services | 73644869 | ProgramServices |
| Management And General | 4714834 | ManagementAndGeneral |
| Fundraising | 2273430 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5672800 | Total |
| Program Services | 4941377 | ProgramServices |
| Management And General | 518125 | ManagementAndGeneral |
| Fundraising | 213298 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14493013 | Total |
| Program Services | 13071210 | ProgramServices |
| Management And General | 604481 | ManagementAndGeneral |
| Fundraising | 817322 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5180848 | Total |
| Program Services | 4648797 | ProgramServices |
| Management And General | 378336 | ManagementAndGeneral |
| Fundraising | 153715 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 524659 | Total |
| Management And General | 524659 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182625 | Total |
| Management And General | 182625 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1978231 | Total |
| Management And General | 1978231 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14012052 | Total |
| Program Services | 13908788 | ProgramServices |
| Management And General | -651093 | ManagementAndGeneral |
| Fundraising | 754357 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17581376 | Total |
| Program Services | 13842216 | ProgramServices |
| Management And General | 3054634 | ManagementAndGeneral |
| Fundraising | 684526 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3535418 | Total |
| Program Services | 186897 | ProgramServices |
| Management And General | 3348521 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72971 | Total |
| Program Services | 72971 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5124569 | Total |
| Program Services | 4844996 | ProgramServices |
| Management And General | 228997 | ManagementAndGeneral |
| Fundraising | 50576 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7020542 | Total |
| Program Services | 6543672 | ProgramServices |
| Management And General | 395870 | ManagementAndGeneral |
| Fundraising | 81000 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6543418 | Total |
| Management And General | 6543418 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14242218 | Total |
| Program Services | 14242218 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1620331 | Total |
| Program Services | 876812 | ProgramServices |
| Management And General | 737438 | ManagementAndGeneral |
| Fundraising | 6081 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BAD DEBT EXPENSE | 9888232 | 789544 | 9098688 | |
| ENTERTAINMENT | 3211801 | 1866561 | 824056 | 521184 |
| MEMBERSHIPS | 1903120 | 1653708 | 200647 | 48765 |
| INTERNAL CHARGES | -3969913 | -3878042 | -54713 | -37158 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3759760 | Total |
| Program Services | 3018231 | ProgramServices |
| Management And General | 339747 | ManagementAndGeneral |
| Fundraising | 401782 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 258421618 | Total |
| Program Services | 217921341 | ProgramServices |
| Management And General | 34334015 | ManagementAndGeneral |
| Fundraising | 6166262 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25199061 | BOY |
| EOY | 16028261 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39790673 | BOY |
| EOY | 20832148 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10798951 | BOY |
| EOY | 12399410 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6675421 | BOY |
| EOY | 7138734 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 202431 | BOY |
| EOY | 210409 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2644787 | BOY |
| EOY | 2675629 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 513737952 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 164722470 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 348776121 | BOY |
| EOY | 349015482 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 158222287 | BOY |
| EOY | 204816364 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167906665 | BOY |
| EOY | 191617768 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4349231 | BOY |
| EOY | 4452218 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1023425 | BOY |
| EOY | 902049 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 479021049 | BOY |
| EOY | 514129337 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1244610102 | BOY |
| EOY | 1324217809 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26018675 | BOY |
| EOY | 26991769 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6877662 | BOY |
| EOY | 6598304 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17034432 | BOY |
| EOY | 20128315 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133561113 | BOY |
| EOY | 128952057 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15431329 | BOY |
| EOY | 15412493 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1113688 | BOY |
| EOY | 834277 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200036899 | BOY |
| EOY | 198917215 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 222273748 | BOY |
| EOY | 210915915 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151850883 | BOY |
| EOY | 186789180 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 670448572 | BOY |
| EOY | 727595499 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1044573203 | BOY |
| EOY | 1125300594 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1244610102 | BOY |
| EOY | 1324217809 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 13024886 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 48006701 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 19695804 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | 0 | PoliticalExpenditures |
| Amt Of4955 Tax | 0 | AmtOf4955Tax |
| Amt Of4955 Tax On Managers | 0 | AmtOf4955TaxOnManagers |
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 258421618 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 258421618 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 108923 | CurrentYearMinus3 |
| Current Year Minus2 | 104935 | CurrentYearMinus2 |
| Current Year Minus1 | 96703 | CurrentYearMinus1 |
| Current Year | 0 | CurrentYear |
| Total | 310561 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ORGANIZATIONS DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES: | Identifier |
| Return Reference | PART I-A, LINE 1: | ReturnReference |
| Explanation | THE ORGANIZATION'S POLITICAL EXPENDITURES DO NOT INCLUDE DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 336830460 | BeginningOfYearBalance |
| Contributions | 23066814 | Contributions |
| Investment Earnings Or Losses | 49432229 | InvestmentEarningsOrLosses |
| Other Expenditures | 18631147 | OtherExpenditures |
| Administrative Expenses | 1978231 | AdministrativeExpenses |
| End Of Year Balance | 388720125 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 326598243 | BeginningOfYearBalance |
| Contributions | 25495213 | Contributions |
| Investment Earnings Or Losses | 4373034 | InvestmentEarningsOrLosses |
| Other Expenditures | 17522259 | OtherExpenditures |
| Administrative Expenses | 2113771 | AdministrativeExpenses |
| End Of Year Balance | 336830460 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 263978528 | BeginningOfYearBalance |
| Contributions | 26530943 | Contributions |
| Investment Earnings Or Losses | 53497877 | InvestmentEarningsOrLosses |
| Other Expenditures | 17104425 | OtherExpenditures |
| Administrative Expenses | 304680 | AdministrativeExpenses |
| End Of Year Balance | 326598243 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 227077776 | BeginningOfYearBalance |
| Contributions | 16394834 | Contributions |
| Investment Earnings Or Losses | 37604750 | InvestmentEarningsOrLosses |
| Other Expenditures | 16224730 | OtherExpenditures |
| Administrative Expenses | 874102 | AdministrativeExpenses |
| End Of Year Balance | 263978528 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 283997531 | BeginningOfYearBalance |
| Contributions | 4610666 | Contributions |
| Investment Earnings Or Losses | -42522899 | InvestmentEarningsOrLosses |
| Other Expenditures | 17815473 | OtherExpenditures |
| Administrative Expenses | 1192049 | AdministrativeExpenses |
| End Of Year Balance | 227077776 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.15910 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.83690 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00400 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 32109787 | InvestmentCostOrOtherBasis |
| Book Value | 32109787 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 336677351 | InvestmentCostOrOtherBasis |
| Depreciation | 76212138 | Depreciation |
| Book Value | 260465213 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 40204432 | InvestmentCostOrOtherBasis |
| Depreciation | 24192522 | Depreciation |
| Book Value | 16011910 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 55388670 | InvestmentCostOrOtherBasis |
| Depreciation | 32640913 | Depreciation |
| Book Value | 22747757 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 49357712 | InvestmentCostOrOtherBasis |
| Depreciation | 31676897 | Depreciation |
| Book Value | 17680815 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 349015482 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEDGE FUNDS | 154659797 | F |
| COMMON STOCK | 68412 | F |
| PRIVATE EQUITY | 36889559 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 191617768 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEPOSITS WITH BOND TRUSTEE | 15958169 |
| FUNDS HELD IN TRUST BY OTHERS | 498171168 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 514129337 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPOSITS PAYABLE | Description |
| Amount | $834,277 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 834277 | TotalOfAmounts |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 1A: | BOOK COLLECTIONS AND OTHER ART ARE HELD IN THE UNIVERSITY'S SPECIAL COLLECTIONS HOUSED IN MCFARLIN LIBRARY. THESE ARE NOT FOR PUBLIC VIEWING BUT ARE HELD FOR SCHOLARLY RESEARCH. | |
| PART III, LINE 4: | THE COLLECTIONS ARE HELD IN THE MCFARLIN LIBRARY IN THE SPECIAL COLLECTIONS. THESE ARE NOT HELD FOR PUBLIC VIEWING BUT ARE USED EXCLUSIVELY FOR SCHOLARLY RESEARCH. | |
| PART V, LINE 4: | THE UNIVERSITY OF TULSA'S ENDOWMENT FUNDS ARE PRIMARILY USED FOR SCHOLARSHIPS, FACULTY POSITIONS, AND OTHER OPERATING PURPOSES. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY OF TULSA PUBLISHES ITS EEO/AA STATEMENT ON ALL PUBLICATIONS, INCLUDING CLASS BULLETINS AND CLASS SCHEDULES AND ON ALL PRINT ADVERTISEMENTS. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY OF TULSA PARTICIPATES IN STUDENT FINANCIAL ASSISTANCE PROGRAMS OF THE U.S. DEPARTMENT OF EDUCATION WHICH INCLUDE FEDERAL PELL GRANT, FEDERAL SUPPLEMENT EDUCATION OPPORTUNITY GRANT, FEDERAL TEACHERS EDUCATION ASSISTANCE FOR COLLEGE AND HIGHER EDUCATION GRANT, FEDERAL WORK STUDY, FEDERAL PERKINS LOAN PROGRAM, AND FEDERAL DIRECT STUDENT LOAN PROGRAMS. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | LET THE GOOD TIMES BOWL | NameOfEvent1 |
| Gross Receipts Event1 | 43280 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 12355 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 30925 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 5888 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 500 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 4463 | OtherDirectExpensesEvent1 |
| Name Of Event2 | WINE FESTIVAL | NameOfEvent2 |
| Gross Receipts Event2 | 114765 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 70304 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 44461 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 2644 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 4250 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 2696 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 700 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 26841 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 26564 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 21453 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 5111 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 1138 | NonCashPrizesOtherEvents |
| Food And Beverage Other Events | 368 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 4214 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 7 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 184609 | GrossReceiptsTotal |
| Charitable Contributions Total | 104112 | CharitableContributionsTotal |
| Gross Revenue Total Events | 80497 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 3782 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 4250 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 8952 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 5414 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 31311 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 53709 | DirectExpenseSummaryEvents |
| Net Income Summary | 26788 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | UNIVERSITY SCHOLARSHIPS, FELLOWSHIPS, AND GRANTS | TypeOfGrant |
| Number Of Recipients | 3653 | NumberOfRecipients |
| Amount Of Cash Grant | 62566959 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE UNIVERSITY OF TULSA FOLLOWS ALL WRITTEN PROCEDURES AS OUTLINED IN ELIGIBILITY CRITERIA. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (18 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEADMAN UPHAM | ||||||||||||||
| TRUSTEE/PRESIDENT | 726616 | 0 | 588002 | 0 | 34059 | 0 | 26697 | 0 | 6384 | 0 | 1381758 | 0 | 559469 | 0 |
| MICHAEL D THESENVITZ | ||||||||||||||
| ASSOCIATE VP & CONTROLLER | 133052 | 0 | 0 | 0 | 1080 | 0 | 13886 | 0 | 10192 | 0 | 158210 | 0 | 0 | 0 |
| KAYLA ACEBO | ||||||||||||||
| VP PLANNING & OUTREACH | 156928 | 0 | 0 | 0 | 1425 | 0 | 16137 | 0 | 5072 | 0 | 179562 | 0 | 0 | 0 |
| ROGER N BLAIS | ||||||||||||||
| PROVOST & VP ACADEMIC AFFA | 231010 | 0 | 0 | 0 | 2912 | 0 | 25400 | 0 | 8184 | 0 | 267506 | 0 | 0 | 0 |
| DALE A SCHOENEFELD | ||||||||||||||
| VP & CHIEF INFORMATION OFF | 152088 | 0 | 0 | 0 | 14802 | 0 | 17427 | 0 | 8664 | 0 | 192981 | 0 | 0 | 0 |
| KEVAN BUCK | ||||||||||||||
| VP BUSINESS & FINANCE & TR | 300348 | 0 | 0 | 0 | 9277 | 0 | 26697 | 0 | 8084 | 0 | 344406 | 0 | 0 | 0 |
| ROGER SOROCHTY | ||||||||||||||
| VP ENROLLMENT & STUDENT SE | 182614 | 0 | 0 | 0 | 2664 | 0 | 19147 | 0 | 4468 | 0 | 208893 | 0 | 0 | 0 |
| DUANE H KING | ||||||||||||||
| VP MUSEUM AFFAIRS | 195719 | 0 | 0 | 0 | 20628 | 0 | 22180 | 0 | 144 | 0 | 238671 | 0 | 0 | 0 |
| DANIEL MANNING | ||||||||||||||
| HEAD BASKETBALL COACH | 445852 | 0 | 0 | 0 | 1789 | 0 | 31197 | 0 | 1768 | 0 | 480606 | 0 | 0 | 0 |
| STANLEY GUY | ||||||||||||||
| ASSISTANT FOOTBALL COACH | 222307 | 0 | 40834 | 0 | 15924 | 0 | 21437 | 0 | 7793 | 0 | 308295 | 0 | 0 | 0 |
| ALFRED G SULLENBERGER | ||||||||||||||
| DEAN COLLEGE OF BUSINESS A | 203754 | 0 | 0 | 0 | 20865 | 0 | 24420 | 0 | 10280 | 0 | 259319 | 0 | 0 | 0 |
| BILL BLANKENSHIP | ||||||||||||||
| HEAD FOOTBALL COACH | 505909 | 0 | 210000 | 0 | 10262 | 0 | 26697 | 0 | 6568 | 0 | 759436 | 0 | 0 | 0 |
| LINDA M NICHOLS | ||||||||||||||
| DIRECTOR OF GRADUATE BUSIN | 232825 | 0 | 0 | 0 | 2112 | 0 | 23587 | 0 | 9765 | 0 | 268289 | 0 | 0 | 0 |
| GEOFFREY ORSAK | ||||||||||||||
| FORMER TRUSTEE/PRESIDENT | 234837 | 0 | 0 | 0 | 4610 | 0 | 10491 | 0 | 1163 | 0 | 251101 | 0 | 0 | 0 |
| JANIS CAVIN ZINK | ||||||||||||||
| FORMER SENIOR VP PLANNING & OUTRE | 300975 | 0 | 0 | 0 | 5066 | 0 | 26697 | 0 | 2400 | 0 | 335138 | 0 | 111955 | 0 |
| ALLEN R SOLTOW | ||||||||||||||
| FORMER VP RESEARCH | 140256 | 0 | 0 | 0 | 3428 | 0 | 14505 | 0 | 8144 | 0 | 166333 | 0 | 0 | 0 |
| ROSS PARMLEY | ||||||||||||||
| FORMER ATHLETIC DIRECTOR | 420424 | 0 | 0 | 0 | 2900 | 0 | 26697 | 0 | 4068 | 0 | 454089 | 0 | 0 | 0 |
| FREDERICK D WOJCIK | ||||||||||||||
| FORMER HEAD BASKETBALL COA | 487230 | 0 | 0 | 0 | 4485 | 0 | 21537 | 0 | 1473 | 0 | 514725 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | THE UNIVERSITY OF TULSA (TU) HAS PROVIDED THE FOLLOWING BENEFITS TO THE FOLLOWING OFFICERS, TRUSTEES, OR KEY EMPLOYEES: STEADMAN UPHAM: FIRST CLASS TRAVEL, GROSS-UP PAYMENTS, DISCRETIONARY SPENDING, HOUSING ALLOWANCE, CLUB DUES AND PERSONAL SERVICES DANIEL MANNING: AUTO KEVAN BUCK: CLUB DUES JANIS ZINK: AUTO ROSS PARMLEY: TRAVEL FOR COMPANIONS AND AUTO BILL BLANKENSHIP: AUTO STANLEY GUY: AUTO GEOFFREY ORSAK: FIRST CLASS TRAVEL, GROSS-UP PAYMENTS, DISCRETIONARY SPENDING, RESIDENCE FOR PERSONAL USE, CLUB DUES, PERSONAL SERVICES AND AUTO |
| PART I, LINE 4B | PART I, LINE 4B: DUANE H. KING 16,500.00 DALE A. SCHOENEFELD 12,000.00 ALFRED G. SULLENBERGER 16,992.00 STEADMAN UPHAM 17,000.00 FREDERICK D. WOJCIK 4,125.00 GEOFFREY ORSAK 4,250.00 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| TULSA INDUSTRIAL AUTHORITY | ||||||||
| A | 521284044 | 89965QAL2 | 2006-07-28 | 31598595 | BUILD APARTMENT COMPLEXES | 0 | 0 | 0 |
| TULSA INDUSTRIAL AUTHORITY | ||||||||
| B | 521284044 | 899676KW9 | 2006-10-26 | 27738583 | FUNDS TO REFUND A PRIOR ISSUE SERIES- 2000B-9/12/00 | 0 | 0 | 0 |
| TULSA INDUSTRIAL AUTHORITY | ||||||||
| C | 731372018 | 899676LW8 | 2009-03-02 | 35039575 | FUNDS TO REFUND A PRIOR ISSUE SERIES 1996B-3/21/96 | 0 | 0 | 0 |
| TULSA INDUSTRIAL AUTHORITY | ||||||||
| D | 731372018 | 899676ML1 | 2011-03-22 | 30323703 | BUILDINGS AND REFUND PRIOR ISSUE 3/21/96 | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Refunding EscrowRefundingEscrow | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 31598595 | 2084250 | 523450 | 28990895 | 2008 | 0 | 0 | 1 | 1 | ||||
| B | 27738583 | 368003 | 2006 | 0 | 1 | 1 | 1 | 26984243 | 386337 | ||||
| C | 35039575 | 1012578 | 581997 | 2009 | 1 | 0 | 1 | 1 | 33445000 | ||||
| D | 30323703 | 2753912 | 573058 | 2012 | 1 | 0 | 1 | 1 | 18127446 | 283019 | 8586268 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
| D | 0 |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE K PART IV, ARBITRAGE, LINE 2C | Identifier |
| Return Reference | DATE REBATE COMPUTATION PERFORMED | ReturnReference |
| Explanation | ISSUER NAME: TULSA INDUSTRIAL AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 09/20/2013 | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| R CASEY COOPER | |||
| TRUSTEE | 66892 | LEGAL FEES | 0 |
| ROBERT E LORTON | |||
| TRUSTEE | 215390 | NEWSPAPER ADVERTISEMENTS | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 24 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3063 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | LETTERS FROM DONORS | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 12833 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | LETTERS FROM DONOR | MethodOfDeterminingRevenues |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | INVOICE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 35 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2466918 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MEAN MARKET PRICE | MethodOfDeterminingRevenues |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 101336 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | LETTER FROM DONOR | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1061 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4919 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | INVOICES, DONOR LETTERS | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | PIANO | 1 | 35000 | APPRAISAL |
| X | SPEECH GENERATION | 8 | 31994 | LETTERS FROM DONORS |
| X | MISC ITEMS | 1659 | 12238 | LETTERS FROM DONORS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 3 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART V, LINE 1A | THE UNIVERSITY FILED TWO SEPARATE 1096 FORMS. ONE MARKED 5 IN BOX 3 FOR 1099-INT. THE OTHER MARKED 497 IN BOX 3 FOR 1099-MISC. THESE TWO FILINGS TOTALLED 502, THE NUMBER LISTED ON FORM 990, PART V, LINE 1A. | |
| FORM 990, PART VI, SECTION A, LINE 2 | ROBERT E. LORTON AND ROXANNA LORTON ARE HUSBAND AND WIFE. ROBERT E. LORTON AND ROGER B. COLLINS ARE BROTHERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS REVIEWED BY AN INDEPENDENT CPA FIRM HIRED BY THE UNIVERSITY AND MEMBERS OF THE UNIVERSITY OF TULSA'S AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 12C | IN THE ABSENCE OF FRAUD, NO CONTRACT OR OTHER TRANSACTION BETWEEN THE UNIVERSITY AND ANY OTHER CORPORATION, PARTNERSHIP, ENTITY OR PERSON (COLLECTIVELY CALLED "PERSON"), INCLUDING A TRUSTEE SHALL BE AFFECTED BY THE FACT THAT ONE OR MORE TRUSTEES OF THE UNIVERSITY ARE STOCKHOLDERS, PARTNERS, EMPLOYEES OR HAVE AN INTEREST IN SUCH PERSON. EACH TRUSTEE SHALL FORMALLY DISCLOSE TO THE PRESIDENT ANY INTEREST SUCH TRUSTEE HOLDS WHICH MAY GIVE RISE TO AN ACTUAL, APPARENT OR APPEARANCE OF CONFLICT OF INTEREST IN A TRANSACTION AFFECTING THE UNIVERSITY OR THE BOARD OF TRUSTEES, REGARDLESS OF WHETHER SUCH TRANSACTION IS SUBJECT TO APPROVAL BY THE BOARD OF TRUSTEES, AND SHALL ABSTAIN FROM ANY VOTE REGARDING ANY TRANSACTION INVOLVING SUCH ACTUAL OR APPARENT CONFLICT OF INTEREST. ONCE SUCH CONFLICT HAS BEEN FORMALLY DISCLOSED AND THE TRANSACTION APPROVED OR RATIFIED, WHETHER BY THE BOARD OF TRUSTEES OR BY OTHER APPROPRIATE PROCEDURE, NO TRUSTEE SHALL BE LIABLE TO ACCOUNT TO THE UNIVERSITY FOR ANY PROFIT REALIZED PERSONALLY FROM OR THROUGH ANY SUCH TRANSACTION OR CONTRACT OF THIS UNIVERSITY, SO RATIFIED OR APPROVED, BY REASON OF SUCH TRUSTEE'S INTEREST IN SUCH TRANSACTION OR CONTRACT. TRUSTEES SO INTERESTED MAY BE COUNTED WHEN PRESENT AT MEETINGS OF THE BOARD OF TRUSTEES OR OF SUCH COMMITTEE FOR THE PURPOSE OF DETERMINING THE EXISTENCE OF A QUORUM. | |
| FORM 990, PART VI, SECTION B, LINE 15A | EACH YEAR THE HUMAN RESOURCE DEPARTMENT OF THE UNIVERSITY COMPLETES A COMPENSATION SURVEY PROJECT. INFORMATION IS GATHERED FROM THE COLLEGE AND UNIVERSITY PERSONNEL ASSOCIATION (CUPA) DATA. THIS COVERS DOCTORAL INSTITUTIONS AND THE UNIVERSITY'S PEER GROUP. OTHER NOTABLE SURVEYS USED BY THE UNIVERSITY ARE THE HEIT IT SURVEY FOR COLLEGES/UNIVERSITIES AND THE NCAA DIVISION I ATHLETIC SURVEY ALONG WITH VARIOUS STATE AND LOCAL SURVEYS. THIS INFORMATION IS PRESENTED ANNUALLY TO THE ADMINISTRATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | (SCHEDULE C, LINE 19) THE UNIVERSITY PROVIDES THE FINANCIAL STATEMENTS OF THE UNIVERSITY OF TULSA ON THE UNIVERSITY'S WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLC. | |
| FORM 990, PART XI, LINE 9: | ADJUSTMENT FOR UNRECOGNIZED POSTRETIREMENT COSTS 1,064,657. ENDOWMENT DISTRIBUTIONS OF REALIZED GAINS 18,631,147. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION'S AUDIT COMMITTEE OF THE BOARD OF TRUSTEES IS CHARGED WITH THE FOLLOWING DUTIES: 1. RECOMMEND HIRING INDEPENDENT AUDITORS, COUNSEL, OR OTHER CONSULTANTS AS NECESSARY 2. REVIEW WITH MANAGEMENT THE POLICIES AND PROCEDURES WITH RESPECT TO OFFICERS, KEY EMPLOYEES, DISQUALIFIED PERSONS, EXPENSES ACCOUNTS, AND PERKS, INCLUDING EXCESS BENEFIT TRANSACTIONS 3. INQUIRE OF MANAGEMENT, THE INDEPENDENT AUDITORS AND CIO ABOUT SIGNIFICANT RISKS OR EXPOSURES FACING THE ORGANIZATION; ASSESS THE STEPS MANAGEMENT HAS TAKEN OR PROPOSES TO TAKE TO MINIMIZE SUCH RISKS TO THE UNIVERSITY AND PERIODICALLY CONDUCT REVIEWS 4. REVIEW WITH INDEPENDENT AUDITORS AND CIO THE ADEQUACY OF THE ORGANIZATION'S INTERNAL CONTROLS 5. REVIEW WITH INDEPENDENT AUDITOR THE ANNUAL AUDIT OF THE UNIVERSITY AND ALL CRITICAL ACCOUNTING POLICIES AND PRACTICES USED BY THE UNIVERSITY 6. REVIEW ALL MATERIAL WRITTEN COMMUNICATIONS BETWEEN THE INDEPENDENT AUDITORS AND MANAGEMENT. 7. REVIEW WITH MANAGEMENT AND INDEPENDENT AUDITORS: A. THE UNIVERSITY'S ANNUAL FINANCIAL STATEMENTS AND RELATED FOOTNOTES B. THE INDEPENDENT AUDITORS' AUDIT OF FINANCIAL STATEMENTS AND THEIR REPORT C. ANY SIGNIFICANT CHANGES REQUIRED IN THE INDEPENDENT AUDITORS' AUDIT PLAN D. THE UNIVERSITY'S FILING OF THE IRS FORM 990 8. PERIODICALLY REVIEW THE ORGANIZATION'S CODE OF CONDUCT/ETHICS TO ENSURE THAT IT IS ADEQUATE AND UP-TO-DATE. 9. REVIEW PROCEDURES FOR THE CONFIDENTIAL, ANONYMOUS SUBMISSION BY EMPLOYEES REGARDING QUESTIONABLE ACCOUNTING OR AUDITING MATTERS. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR | |
| ON JULY 1, 2008, THE UNIVERSITY OF TULSA CONTRACTED WITH THE CITY OF TULSA TO MANAGE THE GILCREASE MUSEUM. THE GILCREASE MUSEUM MANAGEMENT TRUST WAS FORMED, APPLIED FOR AND WAS ACCEPTED AS AN EXEMPT 501(C)(3) ORGANIZATION BY THE INTERNAL REVENUE SERVICE ON 2/12/2008. THE UNIVERSITY OF TULSA REPORTS ITS FINANCIAL STATEMENTS ON A CONSOLIDATED BASIS THAT INCLUDES THE GILCREASE MUSEUM MANAGEMENT TRUST'S ACTIVITIES AS REQUIRED BY ACCOUNTING SERIES CODIFICATION 958-810-25. FOR IRS COMPLIANCE PURPOSES, THE UNIVERSITY OF TULSA'S FINANCIAL INFORMATION REPORTED ON FORM 990 DOES NOT INCLUDE THE GILCREASE MUSEUM MANAGEMENT TRUST'S FINANCIAL INFORMATION. THE GILCREASE MUSEUM MANAGEMENT TRUST FILES FORM 990 SEPARATELY FROM THE UNIVERSITY OF TULSA. | ||
| FORM 990, PART IV, LINE 27 | THE UNIVERSITY OF TULSA PROVIDES ACADEMIC SCHOLARSHIPS BASED ON THE APPLICANT'S MERITS. NO DISTINGUISHMENT IS MADE FOR APPLICANTS THAT HAVE AN EMPLOYMENT RELATIONSHIP WITH THE UNIVERSITY OR A FAMILY RELATIONSHIP WITH ITS EMPLOYEES, OFFICERS, DIRECTORS OR TRUSTEES OF THE UNIVERSITY. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OAK COMPANY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 S TUCKER DRIVE | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202311693 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivities |
| Legal Domicile State | OK | LegalDomicileState |
| EOY Assets | 164886 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF TULSA | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GILCREASE MANAGEMENT TRUST | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTH TUCKER DRIVE | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262205415 | EIN |
| Primary Activities | MANAGEMENT OF THE GILCREASE MUSEUM | PrimaryActivities |
| Legal Domicile State | OK | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 170(B)(1) (A)(VI) | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF TULSA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| THE GILCREASE MUSEUM MANAGEMENT TRUST | ||
| L | ||
| THE GILCREASE MUSEUM MANAGEMENT TRUST | ||
| M | ||
| THE GILCREASE MUSEUM MANAGEMENT TRUST | ||
| S | 1490815 | TRANSFERS |
| THE GILCREASE MUSEUM MANAGEMENT TRUST | ||
| N | ||
| THE GILCREASE MUSEUM MANAGEMENT TRUST | ||
| O | ||