2026-05-15T08:07:08-05:00 2025-06-30 263731278 DIPIAZZA LAROCCA HEETER & CO LLC P O BOX 530095 BIRMINGHAM AL 352530095 990 2024-07-01 630366652 OAKWOOD UNIVERSITY OAKW 2567267024 7000 ADVENTIST BLVD HUNTSVILLE AL 35896 GAIL CALDWELL CONTROLLER 2567267024 2026-05-08 1 0 MONTY S WAITES CPA P00438717 2058719973 2026-05-08 2024 2025-03-06 01:10:19Z GAIL CALDWELL 7000 ADVENTIST BOULEVARD HUNTSVILLE AL 35896 76863412 0 X WWW.OAKWOOD.EDU X 1896 AL OAKWOOD UNIVERSITY, A HISTORICALLY BLACK SEVENTH-DAY ADVENTIST INSTITUTION OF HIGHER LEARNING, PROVIDES QUALITY CHRISTIAN EDUCATION THAT EMPHASIZES ACADEMIC EXCELLENCE; PROMOTES HARMONIOUS DEVELOPMENT OF MIND, BODY AND SPIRIT; AND PREPARES LEADERS IN SERVICE FOR GOD AND HUMANITY. 35 35 1214 0 300845 0 24920988 34536036 39340856 38533331 4921488 913418 2667891 2450541 71851223 76433326 17803976 17920162 0 0 26752281 26306599 0 0 822050 30935220 27149884 75491477 71376645 -3640254 5056681 106681089 110477846 31395921 28857878 75285168 81619968 X OAKWOOD UNIVERSITY, A HISTORICALLY BLACK SEVENTH-DAY ADVENTIST INSTITUTION OF HIGHER LEARNING, PROVIDES QUALITY CHRISTIAN EDUCATION THAT EMPHASIZES ACADEMIC EXCELLENCE; PROMOTES HARMONIOUS DEVELOPMENT OF MIND, BODY AND SPIRIT; AND PREPARES LEADERS IN SERVICE FOR GOD AND HUMANITY. 0 0 49422080 17920162 40304095 TO PROVIDE UNDERGRADUATE DEGREE PROGRAMS IN VARIOUS DISCIPLINES INCLUDING ON CAMPUS TRAINING IN SELECTED FIELDS OF STUDY FOR APPROXIMATELY 1300 STUDENTS 49422080 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 240 0 1214 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 35 35 1 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X X GAIL CALDWELL 2567267017 7000 ADVENTIST BLVD HUNTSVILLE AL 35896 JOHN FREEDMAN MEMBER 1.00 X 0 0 0 JIM DAVIDSON MEMBER 1.00 X 0 0 0 GARY THURBER MEMBER 1.00 X 0 0 0 GARTH GABRIEL MEMBER 1.00 X 0 0 0 ELDEEN KING MEMBER 1.00 X 0 0 0 DAVID FREEDMAN MEMBER 1.00 X 0 0 0 KENNETH MANDERS MEMBER 1.00 X 0 0 0 CARMELA MONK CRAWFORD MEMBER 1.00 X 0 0 0 CARLTON BYRD MEMBER 1.00 X 0 0 0 CARLOS CRAIG MEMBER 1.00 X 0 0 0 CALVIN WATKINS SR VICE CHAIR 1.00 X X 0 0 0 CALVIN PRESTON MEMBER 1.00 X 0 0 0 CALVIN B ROCK EMERITUS MEMBER 1.00 X 0 0 0 DENNIS PLUBELL MEMBER 1.00 X 0 0 0 BRAD NEWTON MEMBER 1.00 X 0 0 0 TREVOR KINLOCK MEMBER 1.00 X 0 0 0 BENJAMIN JONES MEMBER 1.00 X 0 0 0 LAURA DAVIS MEMBER 1.00 X 0 0 0 ZAVON KANION MEMBER 1.00 X 0 0 0 WITFORD REID MEMBER 1.00 X 0 0 0 WILLIAM HICKS MEMBER 1.00 X 0 0 0 VIRGIL CHILDS MEMBER 1.00 X 0 0 0 STEPHEN GRAY MEMBER 1.00 X 0 0 0 STEPHEN FOSTER MEMBER 1.00 X 0 0 0 SHAWN HERVEY-JUMPER MEMBER 1.00 X 0 0 0 SERGIO ROMERO MEMBER 1.00 X 0 0 0 ROBERT NORWOOD MEMBER 1.00 X 0 0 0 PAUL LLEWELLYN MEMBER 1.00 X 0 0 0 NYASHA SMITH-RUDDOCK MEMBER 1.00 X 0 0 0 MICHAEL OWUSU MEMBER 1.00 X 0 0 0 MEKI BRACKEN MEMBER 1.00 X 0 0 0 MARVIN BROWN MEMBER 1.00 X 0 0 0 DAVID BANKS MEMBER 1.00 X 0 0 0 LOIS PETERS EMERITUS MEMBER 1.00 X 0 0 0 LINDA SEAL MEMBER 1.00 X 0 0 0 ABRAHAM JULES MEMBER 1.00 X 0 0 0 EUGENE LEWIS MEMBER 1.00 X 0 0 0 ELDEN RAMIREZ MEMBER 1.00 X 0 0 0 JUDY GLASS MEMBER 1.00 X 0 0 0 SHIRLEY THOMAS AVP FOR RETENTION AND QEP 40.00 X X 87325 0 0 LESLIE N POLLARD PRESIDENT 50.00 X 159751 0 0 JAMES MBYIRUKIRA PROVOST 40.00 X 103835 0 0 G ALEXANDER BRYANT CHAIRMAN 1.00 X 0 0 0 KOYSHIN AHN VICE CHAIR 1.00 X 0 0 0 RON C SMITH VICE CHAIR 1.00 X 0 0 0 ROGER BERNARD VICE CHAIR 1.00 X 0 0 0 RALPH REID VICE CHAIR 1.00 X 0 0 0 GAIL CALDWELL INTERIM VP 40.00 X 90965 0 0 DAVID RICHARDSON VP 40.00 X 95905 0 0 ROBERT EDWARDS VP 40.00 X 124447 0 0 AVA WILLIS VP 40.00 X 95905 0 0 ELAINE A VANTERPOOL DEPARTMENT CHAIR 40.00 X 107572 0 0 DARAYAS N PATEL PROFESSOR 40.00 X 123651 0 0 THEODORE BROWN PROFESSOR 40.00 X 100239 0 0 1089595 0 0 6 0 1 0 SODEXO LLC P O BOX 360170 PITTSBURGH PA 15251 FOOD SERVICE 3548553 ELLUCIAN COMPANY LLC 2003 EDMUND HALLEY DR STE 500 RESTON VA 20191 TECHNOLOGY 2793070 HUNTSVILLE UTILITIES 112 SPRAGINS AVENUE HUNTSVILLE AL 35801 UTILITIES 2121862 P & C CONSTRUCTION INC 1037 W MAIN STREET CHATTANOOGA TN 37402 CONSTRUCTION 2092681 ADVENTIST RISK MANAGEMENT INC 12051 OLD COLUMBIA PIKE SILVER SPRING MD 20964 INSURANCE 1397910 32 8726648 25809388 34536036 TUITION & FEES 611600 27993961 27993961 AUXILIARY ENTERPRISES 611600 8861895 8861895 INDEPENDENT OPERATIONS 611600 1478594 1478594 EDUCATIONAL ACTIVITIES 611600 198881 198881 38533331 874482 874482 155518 286596 -131078 -131078 -131078 83611 44675 38936 38936 38936 564010 54000 510010 510010 345660 44815 300845 300845 OTHER EDUC. SOURCES 611710 1770764 1770764 1770764 76433326 40304095 300845 1292350 17920162 17920162 758133 758133 18639175 11652152 6684412 302611 6909291 4670550 2138634 100107 268883 255439 13444 159803 151813 7990 3736033 259458 3339378 137197 259350 25746 221924 11680 76999 30099 44612 2288 25889 10806 14329 754 3514617 1465034 2037192 12391 739325 255019 460943 23363 402562 402562 4890175 4890175 1338823 1334220 4603 MISCELLANEOUS EXPENSES 3693955 2022312 1588061 83582 CAFETERIA 3226517 3226517 EQUIPMENT RENTAL & MAIN 1511707 780669 691978 39060 SUPPLIES 852970 617187 233509 2274 2452276 838061 1533509 80706 71376645 49422080 21132515 822050 7049467 8986923 674203 516934 21181385 21576686 11769547 11769685 140702 73423 139246986 90506146 49080328 48740840 267046 309962 16234911 18219893 283500 283500 106681089 110477846 19081325 18302309 12314596 10439460 116109 31395921 28857878 X 41464724 45614365 33820444 36005603 75285168 81619968 106681089 110477846 5056681 1278119 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 898693 898693 92987363 51836365 41150998 44518099 37865195 6652904 842831 804586 38245 48740840 MUTUAL FUNDS 17400774 F COMMINGLED PRIVATE INVESTMENTS 802240 F US TREASURIES 16879 F 18219893 X 67884177 1278119 -10212679 -8934560 76818737 -385411 -385411 76433326 61549377 385411 385411 61163966 10212679 10212679 71376645 PART X, LINE 2: THE UNIVERSITY HAS IMPLEMENTED THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. AS OF JUNE 30, 2025, THE UNIVERSITY HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PREVIOUS OPEN TAX YEARS MAY BE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: INSTITUTIONAL AWARDS -10,212,679. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -286,596. COST OF GOODS SOLD -44,815. FUNDRAISING EXPENSES -54,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 286,596. COST OF GOODS SOLD 44,815. FUNDRAISING EXPENSES 54,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: INSTITUTIONAL AWARDS 10,212,679. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY IN BROCHURES, CATALOGUES, AND WRITTEN COMMUNICATIONS, AS WELL AS ON ITS WEB SITE, MAKING IT AVAILABLE TO STUDENTS, AS WELL AS THE GENERAL COMMUNITY. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES GRANTS FROM THE FEDERAL GOVERNMENT. UNCF CAMPAIGN & GALA 564010 564010 54000 564010 564010 54000 54000 510010 1 ACADEMIC SCHOLARSHIPS 113 636000 ATHLETIC SCHOLARSHIPS 96 336500 DIVERSITY SCHOLARSHIPS 138 100000 FAMILY SCHOLARSHIPS 211 686809 PRESIDENTIAL SCHOLARSHIPS 80 111337 SCHOLARSHIP - MISCELLANEOUS 2501 9282766 PLATINUM/PREMIER/PRESTIGE SCHOLARSHIPS 467 6041250 SOARING SCHOLARSHIPS 89 725500 X X 0 1 0 0 0 0 0 0 0 0 0 LESLIE N POLLARD PRESIDENT 159751 0 0 0 0 0 0 0 0 0 159751 0 0 0 PART I, LINE 1B THE ADDITIONAL BENEFITS WERE VOTED ON AND APPROVED BY THE RELEVANT COMMITTEE. A CITY OF HUNTSVILLE 2017-12-01 4050000 PROCEEDS USED TO REFINANCE OUTSTANDING PRINCIPAL BALANCE 2010 BOND ISSUANCE 0 0 0 B CITY OF HUNTSVILLE 2013-06-01 6200000 PROCEEDS USED TO FUND THE RENOVATION OF CARTER HALL 0 0 0 A 4050000 1 0 1 1 B 6200000 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 0 B 1 1 1 BB&T 10.000000000000 1 0 0 0 0 A 0 B 0 FORM 990, PART VI, SECTION A, LINE 2 JOHN FREEDMAN AND DAVID FREEDMAN ARE BROTHERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE CORPORATION SHALL ELECT A NOMINATING COMMITTEE, WHO WILL IN TURN NOMINATE PERSONS TO SERVE AS THE BOARD OF TRUSTEES OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE VP REVIEWS THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SENT OUT TO OFFICERS, TRUSTEES AND KEY EMPLOYEES ANNUALLY WITH SIGNATURE REQUIRED TO ENSURE COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PACKAGES ARE BASED ON POLICIES ACCEPTED BY THE NORTH AMERICAN DIVISION FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ORGANIZATION'S OFFICE IN CARE OF GAIL CALDWELL. OAKWOOD ENTERPRISE - R1 LLC 7000 ADVENTIST BOULEVARD HUNTSVILLE AL 35896 EDIBLE ARRANGEMENTS AL 124026 333453 OAKWOOD ENTERPRISE OPERATIONS LLC 7000 ADVENTIST BOULEVARD HUNTSVILLE AL 35896 EDIBLE ARRANGEMENTS AL 0 0 OAKWOOD UNIVERSITY FARMS LLC 7000 ADVENTIST BOULEVARD HUNTSVILLE AL 35896 FARM OPERATIONS AL 808070 3382677 NORTH AMERICAN DIVISION OF SEVENTH-DAY ADVENTISTS 9705 PATUXENT WOODS DR COLUMBIA MD 21046 RELIGIOUS ACTIVITIES MD 501(C)(3) 0 NORTH AMERICAN DIVISION CORPORATION OF SEVENTH-DAY ADVENTISTS 9705 PATUXENT WOODS DR COLUMBIA MD 21046 RELIGIOUS ACTIVITIES IN A FIDUCIARY CAPACITY MD 501(C)(3) 0 OAKWOOD UNIVERSITY COMMUNITY QALICB 7000 ADVENTIST BLVD NW HUNTSVILLE AL 35896 881553777 SUPPORTING ORGANIZTION OF OAKWOOD UNIVERSITY AL 501(C)(3) 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 OAKWOOD UNIVERSITY COMMUNITY QALICB E 15033340 LOAN BALANCE THE NORTH AMERICAN DIVISION OF SEVENTH-DAY ADVENTISTS AND ITS SUBSIDIARIES S 15909277