OKLAHOMA CITY UNIVERSITY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OKLAHOMA CITY UNIVERSITY (EIN 73-0579265)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-07
- IRS object ID
- 202601279349302355
- Schema version
- 2024v5.1
- 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 D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T11:09:16+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 E Palmetto Park Road Suite 403 | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730579265 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA CITY UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OKLA | BusinessNameControlTxt |
| Phone | 4052085000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 N BLACKWELDER | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNA DAVIS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4052085000 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | April Arnold | PreparerPersonNm |
| PTIN | P01559426 | PTIN |
| Phone | 5612991820 | PhoneNum |
| Preparation | 2026-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNA DAVIS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 N BLACKWELDER | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $134,020,539 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OKCU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1904 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | Inspired by a culture of creativity, Oklahoma City University fosters an immersive, personalized experience that welcomes and prepares students to pursue boundless opportunities. | ActivityOrMissionDesc |
| Voting Members Governing Body | 40 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 40 | VotingMembersIndependentCnt |
| Total Employee | 1424 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $43 | TotalGrossUBIAmt |
| PY Contributions Grants | $19,098,370 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,580,182 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $93,878,012 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $98,584,849 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,591,869 | PYInvestmentIncomeAmt |
| CY Investment Income | $19,291,931 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,416,096 | PYOtherRevenueAmt |
| CY Other Revenue | $1,342,199 | CYOtherRevenueAmt |
| PY Total Revenue | $121,984,347 | PYTotalRevenueAmt |
| CY Total Revenue | $133,799,161 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $33,579,258 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $36,601,865 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $46,814,462 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $48,444,299 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $25,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $10,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,069,878 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $39,270,230 | PYOtherExpensesAmt |
| CY Other Expenses | $40,401,034 | CYOtherExpensesAmt |
| PY Total Expenses | $119,688,950 | PYTotalExpensesAmt |
| CY Total Expenses | $125,457,198 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,295,397 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,341,963 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $384,435,860 | TotalAssetsBOYAmt |
| Total Assets EOY | $388,709,411 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $121,036,228 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $113,237,139 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $263,399,632 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $275,472,272 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $108,600,834 | ExpenseAmt |
| Grant | $35,069,187 | GrantAmt |
| Revenue | $86,302,408 | RevenueAmt |
| Desc | 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 2024-2025 ACADEMIC YEAR WAS 2923. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,128,824 | ExpenseAmt |
| Grant | $1,532,678 | GrantAmt |
| Revenue | $12,282,441 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $115,729,658 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4582 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1424 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 40 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 40 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNA DAVIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4052085000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 N BLACKWELDER | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73106 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (56 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| EMMANUEL E EDEM | |||||||
| SECRETARY AND TRUSTEE | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JACQUELINE FIEGEL | |||||||
| TREASURER AND TRUSTEE | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JANE JAYROE GAMBLE | |||||||
| CHAIRMAN AND TRUSTEE | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LAURA MERRILL | |||||||
| RESIDENT BISHOP AND TRUSTEE | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NICHOLAS HARROZ III | |||||||
| VICE CHAIRMAN AND TRUSTEE | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANDY BENTON | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| BILLY MEADE | |||||||
| EX OFFICIO TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| BRENT WILSON | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| CLINT PURTELL | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| DEBBIE FLEMING | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| DON KIM | |||||||
| EX OFFICIO TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| GARY HOMSEY | |||||||
| CHAIRMAN EMERITUS AND TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE R RANDALL | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| GERALD GAMBLE | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JENEE NAIFEH LISTER | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JERRY OPRY | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JERRY VANNATTA | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JOE HOLT | |||||||
| EX OFFICIO TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JOE R HOMSEY JR | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN VEAL | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| KATHY L WILLIAMS | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| KC CURRY | |||||||
| EX OFFICIO TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| KORBIN CARDOZA | |||||||
| EX OFFICIO TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| LANCE MCDANIEL | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| LOUISE BASS | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET JOHNSON | |||||||
| EX OFFICIO TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL HOMSEY | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MOHAMED DAADAOUI | |||||||
| EX OFFICIO TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK ROONEY | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| PAUL MCLAUGHLIN | |||||||
| CHAIRMAN EMERITUS AND TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| PAULA MARSHALL | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| PHIL BUSEY | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD PARRY | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT LONG | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| SALVADOR ONTIVEROS | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| SHANE SANDERS | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| TAMMY POWELL | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| TERESA ROSE | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM BILL MEE | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM F SHDEED | |||||||
| CHAIRMAN EMERITUS AND TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ADAM RYBURN | |||||||
| INTERIM PROVOST & VP FOR ACAD AFFAIRS | 40.0 | Yes (X) | $116,580 | $0 | $5,841 | ||
| AMY AYRES | |||||||
| VICE PRESIDENT, STUDENT AFFAIRS | 40.0 | Yes (X) | $147,940 | $0 | $17,679 | ||
| ANNA DAVIS | |||||||
| VP FOR FINANCE & BUSINESS OPERATIONS & CFO | 40.0 | Yes (X) | $154,759 | $0 | $20,712 | ||
| BLYTHE BENSON | |||||||
| CHIEF HUMAN RESOURCES OFFICER | 40.0 | Yes (X) | $116,179 | $0 | $17,563 | ||
| CASEY ROSS | |||||||
| UNIVERSITY GENERAL COUNSEL | 40.0 | Yes (X) | $223,566 | $0 | $24,614 | ||
| GERRY HUNT | |||||||
| CHIEF INFORMATION OFFICER | 40.0 | Yes (X) | $144,975 | $0 | $25,676 | ||
| KENNETH EVANS | |||||||
| PRESIDENT | 40.0 | Yes (X) | $338,728 | $0 | $25,927 | ||
| KEVIN WINDHOLZ | |||||||
| VICE PRESIDENT, ENROLLMENT/COM | 40.0 | Yes (X) | $149,558 | $0 | $18,039 | ||
| KOBY HARRINGTON | |||||||
| VICE PRESIDENT, ADVANCEMENT | 40.0 | Yes (X) | $153,438 | $0 | $26,742 | ||
| MICHELLE KIEC | |||||||
| PROVOST & VP FOR ACAD AFFAIRS | 40.0 | Yes (X) | $103,840 | $0 | $10,810 | ||
| TALIA CARROLL | |||||||
| VICE PRESIDENT, DIVERSITY | 40.0 | Yes (X) | $125,897 | $0 | $16,271 | ||
| DAVID HOLT | |||||||
| DEAN | 40.0 | $275,896 | $0 | $30,409 | Yes (X) | ||
| GINA CRAWFORD | |||||||
| DEAN | 40.0 | $182,228 | $0 | $18,439 | Yes (X) | ||
| KYLE DEAN | |||||||
| FACULTY | 40.0 | $184,054 | $0 | $15,608 | Yes (X) | ||
| MARK PARKER | |||||||
| DEAN | 40.0 | $189,672 | $0 | $23,963 | Yes (X) | ||
| SRINATH BELDONA | |||||||
| DEAN | 40.0 | $235,691 | $0 | $42,696 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,843,001 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $340,989 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 61 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COMPASS GROUP USA INC DBA CHARTWELLS | |||||
| 2400 YORKMONT RD | CHARLOTTE | NC | 282174511 | FOOD SERVICES | $5,359,470 |
| HES INTERMEDIATE HOLDINGS LLC | |||||
| 9202 S NORTHSHORE DR STE 202 | KNOXVILLE | TN | 379226690 | JANITORIAL SERVICES | $852,346 |
| Everspring Inc | |||||
| 123 N Wacker Dr Ste 2200 | Chicago | IL | 606061767 | Online Program Management | $680,035 |
| COLLEGIS LLC | |||||
| 1415 W 22ND ST STE 200 | OAK BROOKE | IL | 605238419 | ENROLL CONSULTING | $492,864 |
| ZRG Partners Holdings Corp | |||||
| 365 W Passaic St Ste 465 | Rochelle Park | NJ | 077623005 | Employment Agency | $402,978 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $191,510 | FundraisingAmt |
| Government Grants | $962,838 | GovernmentGrantsAmt |
| All Other Contributions | $13,425,834 | AllOtherContributionsAmt |
| Noncash Contributions | $762,857 | NoncashContributionsAmt |
| Total Contributions | $14,580,182 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $86,256,341 | $86,256,341 |
| CAMPS/CONFERENCES/PERFORMANCES | 611710 | $717,619 | $717,619 |
| ROOM/BOARD REVENUES | 611710 | $11,245,153 | $11,245,153 |
| BOOKSTORE REVENUE | 451211 | $110,389 | $110,389 |
| ATHLETIC EVENTS | 711300 | $209,280 | $209,280 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,067 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,067 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $98,584,849 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,879,550 | TotalRevenueColumnAmt |
| Exclusion | $1,879,550 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $371,941 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $43 | UnrelatedBusinessRevenueAmt |
| Exclusion | $371,898 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $420,014 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $420,014 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $420,014 | TotalRevenueColumnAmt |
| Exclusion | $420,014 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,901,611 | SecuritiesAmt |
| Other | $11,510,770 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,901,611 | SecuritiesAmt |
| Other | $11,510,770 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,412,381 | TotalRevenueColumnAmt |
| Exclusion | $17,412,381 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $235,234 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $191,510 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $221,378 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,856 | TotalRevenueColumnAmt |
| Exclusion | $13,856 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE REIMBURSEMENT | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $76,745 | TotalRevenueColumnAmt |
| Exclusion | $76,745 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $459,643 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $459,643 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $536,388 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $133,799,161 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $98,584,849 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $43 | UnrelatedBusinessRevenueAmt |
| Exclusion | $20,634,087 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,601,865 | TotalAmt |
| Program Services | $36,601,865 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,090,451 | TotalAmt |
| Program Services | $650,405 | ProgramServicesAmt |
| Management And General | $1,259,866 | ManagementAndGeneralAmt |
| Fundraising | $180,180 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,099,659 | TotalAmt |
| Program Services | $33,629,487 | ProgramServicesAmt |
| Management And General | $2,414,777 | ManagementAndGeneralAmt |
| Fundraising | $1,055,395 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,165,278 | TotalAmt |
| Program Services | $1,044,291 | ProgramServicesAmt |
| Management And General | $88,124 | ManagementAndGeneralAmt |
| Fundraising | $32,863 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,465,648 | TotalAmt |
| Program Services | $4,998,069 | ProgramServicesAmt |
| Management And General | $337,540 | ManagementAndGeneralAmt |
| Fundraising | $130,039 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,623,263 | TotalAmt |
| Program Services | $2,388,572 | ProgramServicesAmt |
| Management And General | $147,448 | ManagementAndGeneralAmt |
| Fundraising | $87,243 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,037 | TotalAmt |
| Program Services | $267,037 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,357 | TotalAmt |
| Program Services | $44,930 | ProgramServicesAmt |
| Management And General | $113,427 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,966 | TotalAmt |
| Management And General | $136,966 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Fundraising | $10,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,656 | TotalAmt |
| Management And General | $368,656 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,266,324 | TotalAmt |
| Program Services | $10,820,965 | ProgramServicesAmt |
| Management And General | $282,704 | ManagementAndGeneralAmt |
| Fundraising | $162,655 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,174,608 | TotalAmt |
| Program Services | $1,166,615 | ProgramServicesAmt |
| Management And General | $5,936 | ManagementAndGeneralAmt |
| Fundraising | $2,057 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,237,612 | TotalAmt |
| Program Services | $2,078,956 | ProgramServicesAmt |
| Management And General | $71,489 | ManagementAndGeneralAmt |
| Fundraising | $87,167 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,072,177 | TotalAmt |
| Program Services | $1,019,361 | ProgramServicesAmt |
| Management And General | $951,806 | ManagementAndGeneralAmt |
| Fundraising | $101,010 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,971,553 | TotalAmt |
| Program Services | $2,846,710 | ProgramServicesAmt |
| Management And General | $124,843 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,558,237 | TotalAmt |
| Program Services | $1,510,521 | ProgramServicesAmt |
| Management And General | $19,823 | ManagementAndGeneralAmt |
| Fundraising | $27,893 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,569 | TotalAmt |
| Program Services | $319,088 | ProgramServicesAmt |
| Management And General | $43,706 | ManagementAndGeneralAmt |
| Fundraising | $48,775 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,051,301 | TotalAmt |
| Program Services | $3,209,574 | ProgramServicesAmt |
| Management And General | $841,727 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,365,333 | TotalAmt |
| Program Services | $8,078,520 | ProgramServicesAmt |
| Management And General | $286,813 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,135,004 | TotalAmt |
| Program Services | $2,032,072 | ProgramServicesAmt |
| Management And General | $101,388 | ManagementAndGeneralAmt |
| Fundraising | $1,544 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PROGRAM EXPENSES | Desc |
| Total | $3,226,300 | TotalAmt |
| Program Services | $3,022,620 | ProgramServicesAmt |
| Management And General | $60,623 | ManagementAndGeneralAmt |
| Fundraising | $143,057 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,457,198 | TotalAmt |
| Program Services | $115,729,658 | ProgramServicesAmt |
| Management And General | $7,657,662 | ManagementAndGeneralAmt |
| Fundraising | $2,069,878 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,495 | BOYAmt |
| EOY | $5,495 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,782,973 | BOYAmt |
| EOY | $15,074,235 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,346,632 | BOYAmt |
| EOY | $7,227,906 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,055,835 | BOYAmt |
| EOY | $1,344,293 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,203,358 | BOYAmt |
| EOY | $2,370,785 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $312,957,631 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $142,103,132 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,321,493 | BOYAmt |
| EOY | $170,854,499 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,731,338 | BOYAmt |
| EOY | $107,569,882 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,005,936 | BOYAmt |
| EOY | $1,724,247 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $379,117 | BOYAmt |
| EOY | $261,871 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,603,683 | BOYAmt |
| EOY | $82,276,198 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $384,435,860 | BOYAmt |
| EOY | $388,709,411 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,837,931 | BOYAmt |
| EOY | $6,225,752 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,154,342 | BOYAmt |
| EOY | $5,234,579 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,412,913 | BOYAmt |
| EOY | $87,165,100 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,791,677 | BOYAmt |
| EOY | $7,008,372 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,839,365 | BOYAmt |
| EOY | $7,603,336 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,036,228 | BOYAmt |
| EOY | $113,237,139 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,087,665 | BOYAmt |
| EOY | $86,735,106 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,311,967 | BOYAmt |
| EOY | $188,737,166 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,399,632 | BOYAmt |
| EOY | $275,472,272 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $384,435,860 | BOYAmt |
| EOY | $388,709,411 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,341,963 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,730,677 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$3,000,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $634,715 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $177,921,457 | BeginningYearBalanceAmt |
| Contributions | $10,697,626 | ContributionsAmt |
| Investment Earnings Or Losses | $12,740,110 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,256,368 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $191,102,825 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $187,235,777 | BeginningYearBalanceAmt |
| Contributions | $7,728,931 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,509,929 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,533,322 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $177,921,457 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $142,638,982 | BeginningYearBalanceAmt |
| Contributions | $3,371,592 | ContributionsAmt |
| Investment Earnings Or Losses | $49,087,423 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,862,220 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $187,235,777 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $150,601,166 | BeginningYearBalanceAmt |
| Contributions | $2,808,137 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,285,124 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,485,197 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $142,638,982 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $122,654,441 | BeginningYearBalanceAmt |
| Contributions | $1,407,690 | ContributionsAmt |
| Investment Earnings Or Losses | $32,514,437 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,975,402 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $150,601,166 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.077 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.43 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.493 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,712,115 | OtherCostOrOtherBasisAmt |
| Book Value | $10,712,115 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $192,379,148 | OtherCostOrOtherBasisAmt |
| Depreciation | $74,648,050 | DepreciationAmt |
| Book Value | $117,731,098 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,824,309 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,700,788 | DepreciationAmt |
| Book Value | $31,123,521 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,684,226 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,754,294 | DepreciationAmt |
| Book Value | $10,929,932 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $357,833 | OtherCostOrOtherBasisAmt |
| Book Value | $357,833 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $170,854,499 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN TRUSTS | $81,970,137 |
| RIGHT OF USE ASSETS | $40,339 |
| OTHER | $148,545 |
| FEDERAL LOAN REIMBURSEMENTS | $117,177 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $82,276,198 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| DEPOSITS HELD IN CUSTODY FOR OTHERS | $902,763 |
| FED GOVT ADVANCES FOR STUDENT LOANS | $1,712,000 |
| ANNUITIES PAYABLE | $310,241 |
| CAPITAL LEASE OBLIGATIONS | $4,678,332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,603,336 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $96,778,784 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,730,677 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | -$3,000,000 | OtherRevenueAmt |
| Revenue Not Reported | $3,730,677 | RevenueNotReportedAmt |
| Revenue Subtotal | $93,048,107 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $368,656 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $40,382,398 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $40,751,054 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $133,799,161 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $84,706,144 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $84,706,144 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $368,656 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $40,382,398 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $40,751,054 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $125,457,198 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 1a COLLECTIONS OF ART OR OTHER SIMILAR ASSETS | THE UNIVERSITY HAS NOT PURCHASED ANY ITEMS OF COLLECTION (FINE ARTS). CONTRIBUTIONS OF COLLECTION ITEMS ARE RECORDED AT ESTIMATED FAIR VALUE ON THE DATE OF THE GIFT AND ARE INCLUDED IN PROPERTY PLANT AND EQUIPMENT AND NOT DEPRECIATED. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE ASSET CLASSES. |
| Schedule D, Part III, Line 4 Collections of art - description of collections | THE MISSION OF THE NONA JEAN HULSEY ART GALLERY IS TO PROMOTE THE UNDERSTANDING OF AND EXTEND THE AUDIENCE FOR CONTEMPORARY ART, AND TO PRESENT EXHIBITIONS THAT INFORM, INSPIRE AND CHALLENGE THE PUBLIC, PARTICULARLY STUDENTS OF OKLAHOMA CITY UNIVERSITY. THE HULSEY GALLERY AND THE OKLAHOMA CITY UNIVERSITY ART COLLECTION ARE AN INTEGRAL PART OF THE SCHOOL OF VISUAL ARTS, AND IT IS USED DAILY BY VISITORS, STUDENTS, AND FACULTY. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS INCLUDES EXPENDING FUNDS TOWARD SCHOLARSHIPS, FACULTY CHAIRS, FACILITIES MAINTENANCE, AND PROGRAM ENHANCEMENT. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The University is an organization exempt from federal income tax pursuant to Section 501(a) of the Internal Revenue Code (Code) as an organization described in Section 501(c)(3) of the Code. Provision has been made, where material, for any taxes due on unrelated business income. The University recognizes a tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities. Management has evaluated the University's tax positions and concluded that the University had no material uncertainties in income taxes as of June 30, 2025 and 2024. With few exceptions, the University is no longer subject to examination by the U.S. federal or state tax authorities for fiscal years before 2021. The University will account for interest and penalties related to uncertain tax positions, if any, as part of tax expense. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | PRIOR YEAR PLEDGES UNCOLLECTIBLE - -3000000 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | STUDENT AID/SCHOLARSHIP ASSISTANCE - 35003518 AUXILIARY DISCOUNT - 1532678 FOOD SERVICE COSTS - 3990835 FUNDRAISING EXPENSE - -221378 INSURANCE REIMBURSEMENT - 76745 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | STUDENT AID/SCHOLARSHIP ASSISTANCE - 35003518 AUXILIARY DISCOUNT - 1532678 FOOD SERVICE COSTS - 3990835 INSURANCE REIMBURSEMENT - 76745 FUNDRAISING EXPENSE - -221378 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | THE POLICY IS STATED AT THE BOTTOM OF THE UNIVERSITY'S HOMEPAGE. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | THE UNIVERSITY'S MAJOR PROGRAMS ARE: FEDERAL PELL GRANT PROGRAM, FEDERAL FAMILY EDUCATION LOAN PROGRAM, FEDERAL WORK STUDY PROGRAM, FEDERAL PERKINS LOAN PROGRAM, FEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITY, AND SCHOLARSHIPS FOR DISADVANTAGED STUDENTS. IN ADDITION, DURING THE COVID-19 PANDEMIC THE UNIVERSITY RECEIVED HIGHER EDUCATION EMERGENCY RELIEF FUNDS FROM THE U.S. DEPARTMENT OF EDUCATION. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (Including Iceland and Greenland) | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | MFA SCREEN ACTING | SpecificServicesProvidedTxt |
| Region Total Expenditures | $267,037 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $267,037 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $267,037 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Women in Leadership | Event1Nm |
| Gross Receipts Event1 | $128,465 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $89,035 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $39,430 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $18,635 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $15,840 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $68,071 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $15,630 | OtherDirectExpensesEvent1Amt |
| Event2 | Hall of Honor | Event2Nm |
| Gross Receipts Event2 | $179,350 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $72,885 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $106,465 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $8,563 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $20,162 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $25,512 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $17,123 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $118,929 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $29,590 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $89,339 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $4,787 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $9,762 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $12,882 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,411 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $426,744 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $191,510 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $235,234 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $31,985 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $45,764 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $106,465 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $37,164 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $221,378 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $13,856 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Student aid/Scholarships | GrantTypeTxt |
| Recipient | 2472 | RecipientCnt |
| Cash Grant | $36,601,865 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KENNETH EVANS | ||||||||||||||
| PRESIDENT | $313,728 | $0 | $25,000 | $0 | $0 | $0 | $15,750 | $0 | $10,177 | $0 | $364,655 | $0 | $0 | $0 |
| CASEY ROSS | ||||||||||||||
| UNIVERSITY GENERAL COUNSEL | $223,566 | $0 | $0 | $0 | $0 | $0 | $11,250 | $0 | $13,364 | $0 | $248,180 | $0 | $0 | $0 |
| ANNA DAVIS | ||||||||||||||
| VP FOR FINANCE & BUSINESS OPERATIONS & CFO | $154,759 | $0 | $0 | $0 | $0 | $0 | $7,522 | $0 | $13,190 | $0 | $175,471 | $0 | $0 | $0 |
| KOBY HARRINGTON | ||||||||||||||
| VICE PRESIDENT, ADVANCEMENT | $153,438 | $0 | $0 | $0 | $0 | $0 | $7,875 | $0 | $18,867 | $0 | $180,180 | $0 | $0 | $0 |
| KEVIN WINDHOLZ | ||||||||||||||
| VICE PRESIDENT, ENROLLMENT/COM | $149,558 | $0 | $0 | $0 | $0 | $0 | $7,669 | $0 | $10,370 | $0 | $167,597 | $0 | $0 | $0 |
| AMY AYRES | ||||||||||||||
| VICE PRESIDENT, STUDENT AFFAIRS | $147,940 | $0 | $0 | $0 | $0 | $0 | $6,798 | $0 | $10,881 | $0 | $165,619 | $0 | $0 | $0 |
| GERRY HUNT | ||||||||||||||
| CHIEF INFORMATION OFFICER | $144,975 | $0 | $0 | $0 | $0 | $0 | $7,500 | $0 | $18,176 | $0 | $170,651 | $0 | $0 | $0 |
| DAVID HOLT | ||||||||||||||
| DEAN | $275,896 | $0 | $0 | $0 | $0 | $0 | $14,000 | $0 | $16,409 | $0 | $306,305 | $0 | $0 | $0 |
| SRINATH BELDONA | ||||||||||||||
| DEAN | $235,691 | $0 | $0 | $0 | $0 | $0 | $12,250 | $0 | $30,446 | $0 | $278,387 | $0 | $0 | $0 |
| MARK PARKER | ||||||||||||||
| DEAN | $189,672 | $0 | $0 | $0 | $0 | $0 | $9,765 | $0 | $14,198 | $0 | $213,635 | $0 | $0 | $0 |
| KYLE DEAN | ||||||||||||||
| FACULTY | $184,054 | $0 | $0 | $0 | $0 | $0 | $5,820 | $0 | $9,788 | $0 | $199,662 | $0 | $0 | $0 |
| GINA CRAWFORD | ||||||||||||||
| DEAN | $182,228 | $0 | $0 | $0 | $0 | $0 | $8,477 | $0 | $9,962 | $0 | $200,667 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 1a Housing allowance or residence for personal use | FormAndLineReferenceDesc |
| Explanation | KENNETH EVANS, PRESIDENT OF THE UNIVERSITY, WAS PROVIDED HOUSING THAT MET THE EXCLUSION UNDER SECTION 119 AND, THEREFORE, WAS NOT INCLUDED IN HIS W-2 AS TAXABLE WAGES. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OK DEVELOPMENT FINANCE AUTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 731083741 | BondIssuerEIN |
| CUSIP | 6789083T9 | CUSIPNum |
| Bond Issued | 2019-12-02 | BondIssuedDt |
| Issue Price | $90,760,000 | IssuePriceAmt |
| Purpose | REDEMPTION FUND, COST | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $8,080,000 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $99,346,610 | TotalProceedsAmt |
| In Reserve Fund | $5,786,094 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $936,295 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $30,040,300 | CapitalExpendituresAmt |
| Other Spent Proceeds | $62,767,815 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2019 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | false | EngageBondCounselContractsInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | false | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0.0 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.0 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropPct |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | Yes (true) | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Term Of Hedge | 0 | TermOfHedgePct |
| Superintegrated Hedge | false | SuperintegratedHedgeInd |
| Hedge Terminated | false | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Term Of GIC | 0 | TermOfGICPct |
| Regulatory Safe Harbor Stsfd | false | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part IV, Line 2c COLUMN A | FormAndLineReferenceDesc |
| Explanation | Issuer name: OK DEVELOPMENT FINANCE AUTH The calculation for computing no rebate due was performed on 08/01/2024 | ExplanationTxt |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $9,262 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $270,180 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - Average market value | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,560 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Computer Equipment | Desc |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $478,855 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I EXPLANATIONS OF REPORTING METHOD FOR NUMBER OF CONTRIBUTIONS | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 DESCRIPTION OF ORGANIZATION'S MISSION | OKLAHOMA CITY UNIVERSITY PREPARES ALL LEARNERS TO CREATE, LEAD AND SERVE. WE PROVIDE A DIVERSE, INCLUSIVE CULTURE COMMITTED TO PRODUCING GRADUATES WHO THINK CRITICALLY AND INNOVATIVELY, COMMUNICATE EFFECTIVELY, AND USE THEIR KNOWLEDGE AND TALENTS TO MAKE A LOCAL AND GLOBAL IMPACT. OKLAHOMA CITY UNIVERSITY IS COMMITTED TO AN EDUCATION THAT: - PROVIDES STUDENTS WITH THE SKILLS AND CONFIDENCE TO ADAPT TO AND EXCEL IN A COMPLEX AND DYNAMIC WORLD - INVESTS CONTINUALLY IN ITS STUDENTS, STAFF, FACULTY, ALUMNI, AND PROGRAMMING TO ENRICH ACADEMIC AND CO-CURRICULAR OFFERINGS - FOSTERS PARTNERSHIPS WITHIN AND BEYOND THE UNIVERSITY TO ENRICH LIFELONG LEARNING - DEVELOPS INFORMED GLOBAL CITIZENS READY TO ENGAGE WITH THEIR COMMUNITIES AND CONTRIBUTE TO THE WORLD - DEVELOPS GRADUATES WHO ARE ETHICAL, HIGHLY EMPLOYABLE PROFESSIONALS - HONORS OUR UNITED METHODIST HISTORY AND TRADITION OF SCHOLARSHIP AND SERVICE |
| Form 990, Part VI, Line 2 FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS | JANE JAYROE GAMBLE, VICE CHAIRMAN, AND GERALD L. GAMBLE, TRUSTEE, HAVE A FAMILY RELATIONSHIP. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S PRESIDENT, CHIEF FINANCIAL OFFICER AND FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. ANY QUESTIONS AND CONCERNS THE ORGANIZATION'S PRESIDENT, CHIEF FINANCIAL OFFICER AND FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990. |
| Form 990, Part VI, Line 12c Conflict of interest policy | UNIVERSITY TRUSTEES, ADMINISTRATORS, FACULTY, STAFF, AND VOLUNTEERS (COVERED INDIVIDUALS) ARE REQUIRED TO COMPLY WITH THE UNIVERSITIES CONFLICT OF INTEREST POLICY. EACH TRUSTEE AND SENIOR ADMINISTRATOR MUST ACKNOWLEDGE BY HIS/HER SIGNATURE THAT HE OR SHE IS CURRENTLY IN ACCORDANCE WITH THE LETTER AND SPIRIT OF THE POLICY AND OWES A CONTINUING OBLIGATION OF COMPLIANCE WITH THIS POLICY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, A COVERED INDIVIDUAL MUST DISCLOSE THE EXISTENCE OF SUCH INTEREST AND MUST BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF TRUSTEES (BOARD) AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE BOARD, HE/SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST: A) A COVERED INDIVIDUAL MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING, BUT AFTER SUCH PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. B) THE CHAIR OF THE BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C) AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER OKLAHOMA CITY UNIVERSITY CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D) IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES WHETHER THE TRANSACTION OR ARRANGEMENT IS IN OKLAHOMA CITY UNIVERSITY'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO OKLAHOMA CITY UNIVERSITY AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | COMPENSATION PROCESS FOR TOP OFFICIAL: A SUBCOMMITTEE CONVENED BY THE EXECUTIVE COMMITTEE AND/OR BOARD OF TRUSTEES PERFORM A PERFORMANCE EVALUATION ANNUALLY. THE SUBCOMMITTEE CAN 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. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | 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, Line 19 Required documents available to the public | GOVERNING DOCUMENTS DISCLOSURE EXPLANATION UPON REQUEST. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | Other Income - Total Revenue: 46067, Related or Exempt Function Revenue: 46067, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | Other Revenue - Total Revenue: 459643, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 459643; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | PRIOR YEAR PLEDGES UNCOLLECTIBLE - -3000000; Total - -3000000; |