UNIVERSITY OF TULSA: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF TULSA (EIN 73-0579298)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202641359349312129
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T14:56:42+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 | 730579298 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The University of Tulsa | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 9186313244 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 S TUCKER DRIVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeff Nevins | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9186313244 | PhoneNum |
| Signature | 2026-05-15 | 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 | 2026-05-15 | 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 | BRAD CARSON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 S TUCKER DRIVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $440,411,750 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UTULSA.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1894 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | THE UNIVERSITY OF TULSA IS A STUDENT-CENTERED RESEARCH UNIVERSITY THAT CULTIVATES INTERCONNECTED LEARNING EXPERIENCES TO EXPLORE COMPLEX IDEAS AND CREATE NEW KNOWLEDGE IN A SPIRIT OF FREE INQUIRY. (Continued on O) | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 3047 | TotalEmployeeCnt |
| Total Volunteers | 121 | TotalVolunteersCnt |
| Total Gross UBI | $1,297,661 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,198,285 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $71,467,555 | PYContributionsGrantsAmt |
| CY Contributions Grants | $68,442,863 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $210,490,752 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $221,872,850 | CYProgramServiceRevenueAmt |
| PY Investment Income | $44,113,412 | PYInvestmentIncomeAmt |
| CY Investment Income | $47,410,462 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,219,985 | PYOtherRevenueAmt |
| CY Other Revenue | $1,644,242 | CYOtherRevenueAmt |
| PY Total Revenue | $330,291,704 | PYTotalRevenueAmt |
| CY Total Revenue | $339,370,417 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $92,925,656 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $107,010,315 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $124,800,717 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $137,244,102 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $162,018 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $808,439 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,407,752 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $118,859,036 | PYOtherExpensesAmt |
| CY Other Expenses | $133,069,692 | CYOtherExpensesAmt |
| PY Total Expenses | $336,747,427 | PYTotalExpensesAmt |
| CY Total Expenses | $378,132,548 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,455,723 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$38,762,131 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,654,320,413 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,695,072,204 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $148,754,569 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $176,247,953 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,505,565,844 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,518,824,251 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE UNIVERSITY OF TULSA IS A STUDENT-CENTERED RESEARCH UNIVERSITY THAT CULTIVATES INTERCONNECTED LEARNING EXPERIENCES TO EXPLORE COMPLEX IDEAS AND CREATE NEW KNOWLEDGE IN A SPIRIT OF FREE INQUIRY. GUIDED BY OUR COMMITMENT TO DIVERSITY, EQUITY, AND SERVICE, WE PREPARE INDIVIDUALS TO MAKE MEANINGFUL CONTRIBUTIONS TO OUR CAMPUS, OUR COMMUNITY, AND OUR WORLD. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $295,045,872 | ExpenseAmt |
| Grant | $106,530,639 | GrantAmt |
| Revenue | $193,192,163 | RevenueAmt |
| Desc | INSTRUCTION - THE UNIVERSITY SERVED APPROXIMATELY 2,487 UNDERGRADUATE AND 1,074 GRADUATE STUDENTS IN FISCAL YEAR ENDING JUNE 30, 2024. 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 EDUCATION ACTIVITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $33,476,307 | ExpenseAmt |
| Grant | $412,375 | GrantAmt |
| Revenue | $5,705,632 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,748,792 | ExpenseAmt |
| Grant | $67,301 | GrantAmt |
| Revenue | $22,975,055 | RevenueAmt |
| Desc | PUBLIC SERVICE - THIS ITEM INCLUDES 2 PUBLIC RADIO STATIONS, A SPEECH AND HEARING CLINIC, AND SEVERAL ACADEMIC JOURNALS. IT ALSO INCLUDES A PORTION OF PLANT MAINTENANCE RELATED TO PUBLIC SERVICE ACTIVITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $346,270,971 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | 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 | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | 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 | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 453 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3047 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | 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 | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| 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 | MICHAEL D THESENVITZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9186312583 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 S TUCKER DRIVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BRAD CARSON | ||||||||||
| PRESIDENT | 40.0 | 1.0 | Yes (X) | Yes (X) | $899,365 | $0 | $37,104 | |||
| MARCIA MOTT MACLEOD | ||||||||||
| TRUSTEE/CHAIR | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ANTONIO PIETRI | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BYRON SANDERS | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CAROL ADELSON | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DANA KUEHN | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DANA S WEBER | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID CHARNEY | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID HARRIS | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID ZENTHOEFER | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DEANNE HUGHES | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| FRAUKE PETERSEN | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JANA SHOULDERs | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN FORREST MD | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN WITTINGTON FRANKLIN | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KEITH COLGAN | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARK MARRA | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL EPPS | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MIKE CASE | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RANDI WIGHTMAN | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT THOMAS JR | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBYN EWING | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SUZANNE WARREN | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| TOM BLOOMFIELD | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| TOMAS PORTER | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHERYL ANN DIXON | ||||||||||
| GENERAL COUNSEL | 40.0 | 0.0 | Yes (X) | $239,451 | $0 | $23,060 | ||||
| ERIC SCHICK | ||||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 1.0 | Yes (X) | $471,494 | $0 | $26,918 | ||||
| GEORGE JUSTICE | ||||||||||
| PROVOST & EXECUTIVE VP | 40.0 | 0.0 | Yes (X) | $402,582 | $0 | $38,438 | ||||
| JENNIFER BENNETT | ||||||||||
| CHIEF OF STAFF & TRANSFORM | 40.0 | 0.0 | Yes (X) | $376,596 | $0 | $15,672 | ||||
| JUSTIN MOORE | ||||||||||
| VICE PRESIDENT AND DIRECTOR OF ATHLETICS | 40.0 | 0.0 | $276,340 | $0 | $21,889 | Yes (X) | ||||
| MATTHEW WARREN | ||||||||||
| VICE PRESIDENT OF COMPLIANCE AND FACILITIES | 40.0 | 0.0 | $248,565 | $0 | $21,779 | Yes (X) | ||||
| ROSE GAMBLE | ||||||||||
| VICE PRESIDENT, RESEARCH AND GOVERNMENT RELATIONS | 40.0 | 0.0 | $369,974 | $0 | $10,999 | Yes (X) | ||||
| ANDREAS POLYCARPOU | ||||||||||
| DEAN OF ENGINEERING COLLEGE | 40.0 | 2.0 | $437,560 | $0 | $31,002 | Yes (X) | ||||
| ANGIE NELP | ||||||||||
| HEAD WOMENS BASKETBALL COACH | 40.0 | 0.0 | $353,237 | $0 | $24,166 | Yes (X) | ||||
| ERIC KONKOL | ||||||||||
| MENS HEAD BASKETBALL COACH | 40.0 | 0.0 | $790,253 | $0 | $37,716 | Yes (X) | ||||
| JAMES COREY | ||||||||||
| VICE PRESIDENT OF UNIVERSITY ADVANCEMENT | 40.0 | 0.0 | $359,306 | $0 | $34,827 | Yes (X) | ||||
| KEVIN R WILSON | ||||||||||
| FOOTBALL HEAD COACH | 40.0 | 0.0 | $1,234,388 | $0 | $45,277 | Yes (X) | ||||
| JANET LEVIT | ||||||||||
| PROF/FORMER PRES & GEN COUNSEL | 40.0 | 0.0 | $269,564 | $0 | $16,247 | Yes (X) | ||||
| MICHAEL D THESENVITZ | ||||||||||
| ASSOCIATE VP AND CONTROLLER | 40.0 | 0.0 | $189,063 | $0 | $35,534 | Yes (X) | ||||
| RICHARD DICKSON | ||||||||||
| VP & DIRECTOR OF ATHLETICS | 40.0 | 0.0 | $402,850 | $0 | $20,148 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,320,588 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $440,776 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 248 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | 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 | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Roark Landscaping Corporation | ||||||
| 5809 S 107th East Ave | Tulsa | OK | 74146 | Landscaping | $4,442,033 | |
| Rumbledrum LLC | ||||||
| 624 S Boston Ave | Tulsa | OK | 74119 | Event Services | $3,346,967 | Suite 1030 |
| HES Intermediate Holdings LLC | ||||||
| 2160 Lakeside Centre Way | Knoxville | TN | 37922 | Custodial Services | $3,139,723 | Suite 302 |
| MMS USA Holdings Incdba Razo | ||||||
| 375 Hudson Street | New York | NY | 10014 | Advertising Services | $1,678,214 | Floor 8 |
| OCE Mechanical LLC | ||||||
| 3837 W Vancouver St | Broken Arrow | OK | 74012 | Maintenance Services | $1,314,813 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 69 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $225,011 | FundraisingAmt |
| Government Grants | $888,227 | GovernmentGrantsAmt |
| All Other Contributions | $67,329,625 | AllOtherContributionsAmt |
| Noncash Contributions | $3,632,501 | NoncashContributionsAmt |
| Total Contributions | $68,442,863 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STUDENT TUITION & FEES | 611710 | $164,303,283 | $164,303,283 |
| AUXILLARY, ATHLETICS, HOUSING | 611710 | $28,888,880 | $28,888,880 |
| RESEARCH & SPONSORED PRODUCTS | 611710 | $22,975,055 | $22,975,055 |
| SALES OF EDUCATION DEPT | 611710 | $4,460,641 | $4,460,641 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,244,991 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,244,991 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $221,872,850 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,086,454 | TotalRevenueColumnAmt |
| Exclusion | $3,086,454 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,572 | TotalRevenueColumnAmt |
| Exclusion | $61,572 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $468,948 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,900 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $447,048 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $447,048 | TotalRevenueColumnAmt |
| Exclusion | $447,048 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $145,017,916 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $100,539,918 | SecuritiesAmt |
| Other | $153,990 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $44,477,998 | SecuritiesAmt |
| Other | -$153,990 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,324,008 | TotalRevenueColumnAmt |
| Exclusion | $44,324,008 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $163,486 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $225,011 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $325,525 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$162,039 | TotalRevenueColumnAmt |
| Exclusion | -$162,039 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM INVESTMENT K-1S | Desc |
| Business | 525990 | BusinessCd |
| Total Revenue Column | $1,297,661 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,297,661 | UnrelatedBusinessRevenueAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,297,661 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $339,370,417 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $221,872,850 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,297,661 | UnrelatedBusinessRevenueAmt |
| Exclusion | $47,757,043 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,010,315 | TotalAmt |
| Program Services | $107,010,315 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,241,180 | TotalAmt |
| Program Services | $478,902 | ProgramServicesAmt |
| Management And General | $2,762,278 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,537,677 | TotalAmt |
| Program Services | $95,589,136 | ProgramServicesAmt |
| Management And General | $3,783,286 | ManagementAndGeneralAmt |
| Fundraising | $3,165,255 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,912,685 | TotalAmt |
| Program Services | $2,791,096 | ProgramServicesAmt |
| Management And General | $28,353 | ManagementAndGeneralAmt |
| Fundraising | $93,236 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,883,448 | TotalAmt |
| Program Services | $19,964,107 | ProgramServicesAmt |
| Management And General | $1,260,582 | ManagementAndGeneralAmt |
| Fundraising | $658,759 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,669,112 | TotalAmt |
| Program Services | $6,068,892 | ProgramServicesAmt |
| Management And General | $400,147 | ManagementAndGeneralAmt |
| Fundraising | $200,073 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $883,708 | TotalAmt |
| Management And General | $883,708 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $484,714 | TotalAmt |
| Management And General | $484,714 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $808,439 | TotalAmt |
| Fundraising | $808,439 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,962,621 | TotalAmt |
| Management And General | $2,962,621 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,469,235 | TotalAmt |
| Program Services | $33,577,174 | ProgramServicesAmt |
| Management And General | $1,203,558 | ManagementAndGeneralAmt |
| Fundraising | $688,503 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $835,179 | TotalAmt |
| Program Services | $834,979 | ProgramServicesAmt |
| Fundraising | $200 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,488,422 | TotalAmt |
| Program Services | $34,115,804 | ProgramServicesAmt |
| Management And General | $2,568,555 | ManagementAndGeneralAmt |
| Fundraising | $804,063 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,527,009 | TotalAmt |
| Program Services | $4,118,107 | ProgramServicesAmt |
| Management And General | $200,741 | ManagementAndGeneralAmt |
| Fundraising | $208,161 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,662,784 | TotalAmt |
| Program Services | $6,387,950 | ProgramServicesAmt |
| Management And General | $222,666 | ManagementAndGeneralAmt |
| Fundraising | $52,168 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,285,003 | TotalAmt |
| Program Services | $8,964,102 | ProgramServicesAmt |
| Management And General | $184,103 | ManagementAndGeneralAmt |
| Fundraising | $136,798 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,372,780 | TotalAmt |
| Program Services | $2,723,625 | ProgramServicesAmt |
| Management And General | $128,445 | ManagementAndGeneralAmt |
| Fundraising | $520,710 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,045,953 | TotalAmt |
| Program Services | $2,660,219 | ProgramServicesAmt |
| Management And General | $3,385,734 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,125,203 | TotalAmt |
| Program Services | $12,416,406 | ProgramServicesAmt |
| Management And General | $3,708,797 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,865,833 | TotalAmt |
| Program Services | $3,865,833 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEMBERSHIPS | $2,579,990 | $2,223,066 | $285,537 | $71,387 |
| BAD DEBT EXPENSE | $1,460,156 | $1,460,156 | ||
| EQUIPMENT RENTAL MAINTENANCE | $1,021,102 | $1,021,102 |
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 | $378,132,548 | TotalAmt |
| Program Services | $346,270,971 | ProgramServicesAmt |
| Management And General | $24,453,825 | ManagementAndGeneralAmt |
| Fundraising | $7,407,752 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,609,247 | BOYAmt |
| EOY | $3,730,391 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,866,251 | BOYAmt |
| EOY | $22,677,406 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,122,242 | BOYAmt |
| EOY | $14,117,275 | 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 |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,608,762 | BOYAmt |
| EOY | $1,079,167 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,810 | BOYAmt |
| EOY | $271,623 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,111,491 | BOYAmt |
| EOY | $7,810,130 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $671,274,965 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $292,688,435 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370,918,861 | BOYAmt |
| EOY | $378,586,530 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,094,157 | BOYAmt |
| EOY | $127,543,094 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $451,335,194 | BOYAmt |
| EOY | $474,290,953 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,708,858 | BOYAmt |
| EOY | $4,514,016 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $631,692,540 | BOYAmt |
| EOY | $660,451,619 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,654,320,413 | BOYAmt |
| EOY | $1,695,072,204 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,503,282 | BOYAmt |
| EOY | $36,832,865 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,502 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,785,083 | BOYAmt |
| EOY | $12,027,540 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,274,182 | BOYAmt |
| EOY | $65,799,902 | 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 | $33,726,168 | BOYAmt |
| EOY | $44,752,566 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,051,352 | BOYAmt |
| EOY | $16,835,080 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,754,569 | BOYAmt |
| EOY | $176,247,953 | 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 | $215,377,960 | BOYAmt |
| EOY | $163,085,570 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,290,187,884 | BOYAmt |
| EOY | $1,355,738,681 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,505,565,844 | BOYAmt |
| EOY | $1,518,824,251 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,654,320,413 | BOYAmt |
| EOY | $1,695,072,204 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$38,762,131 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$23,225,263 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $75,245,801 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $301,636 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $301,636 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $377,830,912 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $4,020,315 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $378,132,548 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $4,020,315 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $351,016 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $87,754 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $351,016 | CurrentYearAmt |
| Total | $3,351,016 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,026,524 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $87,754 | CurrentYearAmt |
| Total | $837,754 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,256,631 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-A, Line 1b, Column (a) LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY PAID OUTSIDE CONSULTANTS TO LOBBY ON BEHALF OF THE UNIVERSITY AND INCURRED TRAVEL EXPENSES TO MEET WITH LEGISLATORS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $632,979,454 | BeginningYearBalanceAmt |
| Contributions | $9,267,808 | ContributionsAmt |
| Investment Earnings Or Losses | $59,383,739 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $44,217,308 | OtherExpendituresAmt |
| Administrative Expenses | $2,962,621 | AdministrativeExpensesAmt |
| End Year Balance | $654,451,072 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $627,466,248 | BeginningYearBalanceAmt |
| Contributions | $4,302,071 | ContributionsAmt |
| Investment Earnings Or Losses | $48,208,168 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $44,605,128 | OtherExpendituresAmt |
| Administrative Expenses | $2,391,905 | AdministrativeExpensesAmt |
| End Year Balance | $632,979,454 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $649,492,645 | BeginningYearBalanceAmt |
| Contributions | $8,029,096 | ContributionsAmt |
| Investment Earnings Or Losses | $3,363,695 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $30,838,529 | OtherExpendituresAmt |
| Administrative Expenses | $2,580,659 | AdministrativeExpensesAmt |
| End Year Balance | $627,466,248 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $670,641,074 | BeginningYearBalanceAmt |
| Contributions | $12,202,860 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,359,083 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $27,191,096 | OtherExpendituresAmt |
| Administrative Expenses | $3,801,110 | AdministrativeExpensesAmt |
| End Year Balance | $649,492,645 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $507,020,390 | BeginningYearBalanceAmt |
| Contributions | $10,101,032 | ContributionsAmt |
| Investment Earnings Or Losses | $188,445,192 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $31,621,158 | OtherExpendituresAmt |
| Administrative Expenses | $3,304,382 | AdministrativeExpensesAmt |
| End Year Balance | $670,641,074 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0369 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.9598 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0033 | 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 | $35,505,325 | OtherCostOrOtherBasisAmt |
| Book Value | $35,505,325 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $461,367,496 | OtherCostOrOtherBasisAmt |
| Depreciation | $174,808,555 | DepreciationAmt |
| Book Value | $286,558,941 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $70,246,638 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,433,792 | DepreciationAmt |
| Book Value | $19,812,846 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $67,790,923 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,168,734 | DepreciationAmt |
| Book Value | $30,622,189 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,364,583 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,277,354 | DepreciationAmt |
| Book Value | $6,087,229 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $378,586,530 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| HEDGE FUNDS | $193,729,744 | F |
| PRIVATE EQUITY | $280,561,209 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $474,290,953 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS WITH BOND TRUSTEE | $8,632,663 |
| FUNDS HELD IN TRUST BY OTHERS | $650,144,222 |
| OPERATING LEASE ASSETS | $1,674,734 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $660,451,619 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| DEPOSITS PAYABLE | $1,795,603 |
| OPERATING LEASE LIABILITIES | $1,664,984 |
| DUE TO RELATED PARTY | $13,374,493 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,835,080 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $289,041,887 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$23,225,263 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$21,884,486 | OtherRevenueAmt |
| Revenue Not Reported | -$45,109,749 | RevenueNotReportedAmt |
| Revenue Subtotal | $334,151,636 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,962,621 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,297,331 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,259,952 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $338,411,588 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $275,979,451 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$98,821,123 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$98,821,123 | ExpensesNotReportedAmt |
| Expenses Subtotal | $374,800,574 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,962,621 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,962,621 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $377,763,195 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| Schedule D, Part III, Line 1a Collections of art - financial statement footnote | 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. |
| Schedule D, Part III, Line 4 Collections of art - description of collections | 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 |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE UNIVERSITY OF TULSA'S ENDOWMENT FUNDS ARE PRIMARILY USED FOR SCHOLARSHIPS, FACULTY POSITIONS, AND OTHER OPERATING PURPOSES. |
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 UNIVERSITY OF TULSA PUBLISHES ITS EEO/AA STATEMENT ON ALL PUBLICATIONS, INCLUDING CLASS BULLETINS AND CLASS SCHEDULES AND ON ALL PRINT ADVERTISEMENTS. THE NONDISCRIMINATORY POLICY OF THE UNIVERSITY OF TULSA CAN BE FOUND ON THE HOMEPAGE OF THE WEBSITE. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | THE UNIVERSITY OF TULSA PARTICIPATES IN STUDENT FINANCIAL ASSISTANCE PROGRAMS UNDER THE U.S. DEPARTMENT OF EDUCATION WHICH INCLUDE FEDERAL PELL GRANT, FEDERAL SUPPLEMENT EDUCATION OPPORTUNITY GRANT, FEDERAL WORK STUDY, FEDERAL DIRECT PLUS, AND FEDERAL DIRECT STUDENT LOAN PROGRAMS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $160,543,264 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | $269,803 | STUDY ABROAD |
| Central America and the Caribbean | 0 | 0 | Program Services | $50,170 | STUDY ABROAD |
| East Asia and the Pacific | 0 | 0 | Program Services | $142,752 | STUDY ABROAD |
| 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 | $161,005,989 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $161,005,989 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | 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 | CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Ologie | |||||||||
| 447 E Main St | Columbus | OH | 43215 | Campaign Consulting | false | $0 | $400,000 | -$400,000 | |
| Generous Change | |||||||||
| 510 Apple Blossom Ln | Fort Collins | CO | 80526 | Development training/campaign consulting | false | $0 | $39,017 | -$39,017 | |
| Hilliard Michael Lawrence | |||||||||
| 2166 Langham Drive | West Bloomfield | MI | 48323 | Consulting services for Fundraising Campaign | false | $0 | $69,055 | -$69,055 | |
| The Stelter Company | |||||||||
| 10435 New York Ave | Des Moines | IA | 50322 | Planned Giving Fundraising and Marketing Consultant | false | $0 | $42,500 | -$42,500 | |
| Marts & Lundy | |||||||||
| 160 Chubb Avenue Ste 303 | Lyndhurst | NJ | 07071 | Feasability Study | false | $0 | $37,157 | -$37,157 | |
| Christopher Bryant Group | |||||||||
| 511 E John W Carpenter Fwy Suite 50 | Irving | TX | 75062 | Fundraising Consultant | false | $0 | $7,650 | -$7,650 | 7F |
| R P Dickson Consulting LLC | |||||||||
| 420 E Archer St Apt 602 | Tulsa | OK | 74120 | Fundraising Consultant | false | $0 | $99,060 | -$99,060 | |
| Playfly Holdings | |||||||||
| 22 Cassatt Avenue | Berwyn | PA | 19312 | Fundraisers for Athletics | false | $1,481,022 | $114,000 | $1,367,022 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,481,022 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $808,439 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $672,583 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Wine Festival | Event1Nm |
| Gross Receipts Event1 | $188,123 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $109,642 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $78,481 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $1,898 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $10,928 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $101,209 | OtherDirectExpensesEvent1Amt |
| Event2 | Funding the Future Campaign | Event2Nm |
| Gross Receipts Event2 | $43,588 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $43,588 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $5,939 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $156,786 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $71,781 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $85,005 | GrossRevenueOtherEventsAmt |
| Entertainment Other Events | $173,891 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $31,660 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $388,497 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $225,011 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $163,486 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $1,898 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $184,819 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $138,808 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $325,525 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$162,039 | 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 | Scholarships, fellowships, and grants | GrantTypeTxt |
| Recipient | 5069 | RecipientCnt |
| Cash Grant | $107,010,315 | 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 | ALL GRANTS ARE FINANCIAL AID AND APPLIED DIRECTLY TO STUDENT ACCOUNTS. IT IS A CONTINUAL PROCESS IN WHICH WE AWARD STUDENT AID WITHIN FEDERAL GUIDELINES AT THE INITIAL AWARD PERIOD. IF CHANGES TO A STUDENT'S STATUS OCCUR, THE STUDENT'S AID PACKAGE COMPONENTS ARE REVIEWED TO ENSURE ANY/ALL ADJUSTMENTS MADE MAINTAIN COMPLIANCE WITH TITLE IV FUND RULES. OUR ASSISTANT DIRECTOR OF COMPLIANCE RUNS REPORTS, DAILY, WEEKLY, AND MONTHLY TO ENSURE COMPLIANCE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | 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 (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRAD CARSON | ||||||||||||||
| PRESIDENT | $698,333 | $0 | $200,000 | $0 | $1,032 | $0 | $17,250 | $0 | $19,854 | $0 | $936,469 | $0 | $0 | $0 |
| RICHARD DICKSON | ||||||||||||||
| VP & DIRECTOR OF ATHLETICS | $300,378 | $0 | $100,000 | $0 | $2,472 | $0 | $12,500 | $0 | $7,648 | $0 | $422,998 | $0 | $0 | $0 |
| JANET LEVIT | ||||||||||||||
| PROF/FORMER PRES & GEN COUNSEL | $268,532 | $0 | $0 | $0 | $1,032 | $0 | $13,458 | $0 | $2,789 | $0 | $285,811 | $0 | $0 | $0 |
| MICHAEL D THESENVITZ | ||||||||||||||
| ASSOCIATE VP AND CONTROLLER | $188,031 | $0 | $0 | $0 | $1,032 | $0 | $10,000 | $0 | $25,534 | $0 | $224,597 | $0 | $0 | $0 |
| GEORGE JUSTICE | ||||||||||||||
| PROVOST & EXECUTIVE VP | $350,998 | $0 | $50,000 | $0 | $1,584 | $0 | $17,250 | $0 | $21,188 | $0 | $441,020 | $0 | $0 | $0 |
| ERIC SCHICK | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $420,462 | $0 | $50,000 | $0 | $1,032 | $0 | $7,000 | $0 | $19,918 | $0 | $498,412 | $0 | $0 | $0 |
| JENNIFER BENNETT | ||||||||||||||
| CHIEF OF STAFF & TRANSFORM | $325,012 | $0 | $50,000 | $0 | $1,584 | $0 | $14,500 | $0 | $1,172 | $0 | $392,268 | $0 | $0 | $0 |
| CHERYL ANN DIXON | ||||||||||||||
| GENERAL COUNSEL | $223,419 | $0 | $15,000 | $0 | $1,032 | $0 | $11,375 | $0 | $11,685 | $0 | $262,511 | $0 | $0 | $0 |
| JUSTIN MOORE | ||||||||||||||
| VICE PRESIDENT AND DIRECTOR OF ATHLETICS | $276,220 | $0 | $0 | $0 | $120 | $0 | $12,500 | $0 | $9,389 | $0 | $298,229 | $0 | $0 | $0 |
| ROSE GAMBLE | ||||||||||||||
| VICE PRESIDENT, RESEARCH AND GOVERNMENT RELATIONS | $269,940 | $0 | $98,450 | $0 | $1,584 | $0 | $9,035 | $0 | $1,964 | $0 | $380,973 | $0 | $0 | $0 |
| MATTHEW WARREN | ||||||||||||||
| VICE PRESIDENT OF COMPLIANCE AND FACILITIES | $248,325 | $0 | $0 | $0 | $240 | $0 | $12,500 | $0 | $9,279 | $0 | $270,344 | $0 | $0 | $0 |
| KEVIN R WILSON | ||||||||||||||
| FOOTBALL HEAD COACH | $932,804 | $0 | $50,000 | $0 | $251,584 | $0 | $17,250 | $0 | $28,027 | $0 | $1,279,665 | $0 | $0 | $0 |
| ERIC KONKOL | ||||||||||||||
| MENS HEAD BASKETBALL COACH | $769,893 | $0 | $20,000 | $0 | $360 | $0 | $17,250 | $0 | $20,466 | $0 | $827,969 | $0 | $0 | $0 |
| ANDREAS POLYCARPOU | ||||||||||||||
| DEAN OF ENGINEERING COLLEGE | $416,528 | $0 | $20,000 | $0 | $1,032 | $0 | $12,250 | $0 | $18,752 | $0 | $468,562 | $0 | $0 | $0 |
| JAMES COREY | ||||||||||||||
| VICE PRESIDENT OF UNIVERSITY ADVANCEMENT | $358,976 | $0 | $0 | $0 | $330 | $0 | $15,583 | $0 | $19,244 | $0 | $394,133 | $0 | $0 | $0 |
| ANGIE NELP | ||||||||||||||
| HEAD WOMENS BASKETBALL COACH | $347,997 | $0 | $5,000 | $0 | $240 | $0 | $0 | $0 | $24,166 | $0 | $377,403 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | Kevin Wilson, Tre Lamb AND Eric Konkol, AS ATHLETIC COACHES, PARTICIPATE IN CHARTER TRAVEL WITH THEIR ATHLETIC TEAMS. THIS IS NOT TAXABLE IN THEIR FORM W-2 SINCE IT IS A REQUIREMENT OF THEIR POSITION. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | Kevin Wilson - $250,000 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| TULSA INDUSTRIAL AUTHORITY | ||||||||
| A | 731372018 | 89965QBC1 | 2013-11-20 | $32,739,855 | SEE PART VI | false | false | false |
| TULSA INDUSTRIAL AUTHORITY | ||||||||
| B | 731372018 | 89965QBV9 | 2015-11-19 | $28,859,991 | SEE PART VI | false | false | false |
| TULSA INDUSTRIAL AUTHORITY | ||||||||
| C | 731372018 | 899676MW7 | 2017-12-28 | $21,336,301 | SEE PART VI | false | false | false |
| TULSA INDUSTRIAL AUTHORITY | ||||||||
| D | 731372018 | 2019-08-22 | $27,155,000 | SEE PART VI | false | false | false | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $10,215,000 | $32,739,855 | $2,206,862 | $532,993 | $30,000,000 | 2015 | false | false | Yes (true) | Yes (true) | |
| B | $9,387,000 | $28,859,991 | $1,899,700 | $499,667 | 2015 | false | Yes (true) | Yes (true) | Yes (true) | $26,460,624 | |
| C | $9,034,000 | $21,336,301 | $2,064,810 | $413,521 | 2017 | Yes (true) | false | Yes (true) | Yes (true) | $18,857,970 | |
| D | $13,041,000 | $27,155,000 | $383,601 | 2019 | Yes (true) | false | Yes (true) | Yes (true) | $26,771,399 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | 0 | 0 | 0.0 | false | false | 0 | false | Yes (true) |
| B | false | false | false | false | false | false | 0 | 0 | 0.0 | false | false | 0 | false | Yes (true) |
| C | false | false | false | false | false | false | 0 | 0 | 0.0 | false | false | 0 | false | Yes (true) |
| D | false | false | Yes (true) | Yes (true) | false | false | 0.0328 | 0 | 0.0328 | false | false | 0 | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| B | false | false | false | Yes (true) | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| C | false | false | false | Yes (true) | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| D | false | false | false | Yes (true) | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I, Column (f) ROW A | THE PROCEEDS FROM THESE BONDS WERE USED TO BUILD A STUDENT DORMITORY TO HOUSE APPROXIMATELY 330 STUDENTS. THE BONDS WERE ISSUED IN PARITY WITH THE 2006 SERIES BONDS AND THE 2013 SERIES BONDS MATURE OCTOBER 1 IN EACH OF THE YEARS 2033 AND 2038. |
| Schedule K, Part I, Column (f) ROW B | THE PROCEEDS FROM THE 2017 SERIES BOND WERE USED TO ADVANCE REFUND $27,935,000 IN AGGREGATE PRINCIPAL AMOUNT OF THE 2006 SERIES BONDS MATURING OCTOBER 1, 2015 THROUGH 2037. |
| Schedule K, Part I, Column (f) ROW C | THE PROCEEDS FROM THESE BONDS WERE USED TO ADVANCE REFUND $20,715,000 IN AGGREGATE PRINCIPAL AMOUNT OF THE 2006 SERIES BONDS MATURING OCTOBER 1, 2018 THROUGH 2031. |
| Schedule K, Part I, Column (f) ROW D | THE PROCEEDS FROM THESE BONDS WERE USED TO ADVANCE REFUND $27,155,000 IN AGGREGATE PRINCIPAL AMOUNT OF THE 2009 SERIES BONDS MATURING OCTOBER 1, 2019 THROUGH 2027. |
| Schedule K, Part IV, Line 2c COLUMN A | DATE THE REBATE COMPUTATION WAS PERFORMED: 7/29/2024 |
| Schedule K, Part IV, Line 2c COLUMN B | DATE THE REBATE COMPUTATION WAS PERFORMED: 7/29/2024 |
| Schedule K, Part IV, Line 2c COLUMN C | DATE THE REBATE COMPUTATION WAS PERFORMED: 7/29/2024 |
| Schedule K, Part IV, Line 2c COLUMN D | DATE THE REBATE COMPUTATION WAS PERFORMED: 7/29/2024 |
Schedule M IRS990ScheduleM
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,533,369 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling cost | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Misc. Items | Desc |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $99,132 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | 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 | SECURITIES - PUBLICLY TRADED - NUMBER OF CONTRIBUTIONS OTHER - MISC ITEMS NUMBER OF CONTRIBUTIONS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1 Brief Mission | GUIDED BY OUR COMMITMENT TO DIVERSITY, EQUITY, AND SERVICE, WE PREPARE INDIVIDUALS TO MAKE MEANINGFUL CONTRIBUTIONS TO OUR CAMPUS, OUR COMMUNITY, AND OUR WORLD. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE DIRECTOR OF FINANCIAL ACCOUNTING AND REPORTING GATHERS THE FORM 990 INFORMATION AND PROVIDES IT TO AN INDEPENDENT CPA FIRM TO PREPARE AND REVIEW THE FORM 990. A DRAFT OF THE FORM 990 IS PROVIDED TO MANAGEMENT FOR REVIEW. ANY QUESTIONS OR CONCERNS ARE ADDRESSED. THE FORM 990 IS THEN PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | DISCLOSURE OF FINANCIAL INTERESTS: A TRUSTEE WHO HAS A KNOWN MATERIAL FINANCIAL INTEREST IN A PENDING OR PROPOSED TRANSACTION OR BUSINESS ARRANGEMENT INVOLVING THE UNIVERSITY SHALL PROMPTLY DISCLOSE TO THE BOARD THE EXISTENCE OF THE INTEREST AND OTHER MATERIAL INFORMATION THAT THE TRUSTEE MAY HAVE REGARDING THE TRANSACTION OR ARRANGEMENT. IN ADDITION, EACH TRUSTEE SHALL ANNUALLY SIGN AND SUBMIT TO THE SECRETARY OF THE BOARD A STATEMENT DISCLOSING ALL MATERIAL FINANCIAL INTERESTS, KNOWN TO THE TRUSTEE, OF THE TRUSTEE OR A FAMILY MEMBER, IN ANY OUTSIDE ENTITY WITH WHICH THE TRUSTEE KNOWS THE UNIVERSITY HAS OR IS CONSIDERING A TRANSACTION OR OTHER BUSINESS RELATIONSHIP, OR AFFIRMING THAT THE TRUSTEE KNOWS OF NO SUCH INTERESTS. DETERMINATION WHETHER CONFLICT OF INTEREST EXISTS: THE SECRETARY SHALL REVIEW ANNUAL DISCLOSURE STATEMENTS TO DETERMINE WHETHER A MATERIAL FINANCIAL INTEREST HAS BEEN DISCLOSED. IF A MATERIAL FINANCIAL INTEREST HAS BEEN DISCLOSED, THE SECRETARY SHALL PROMPTLY SUBMIT TO THE CHAIR OF THE BOARD'S AUDIT COMMITTEE OR, IF THE INTERESTS INVOLVE THE CHAIR OF THE AUDIT COMMITTEE, ANOTHER MEMBER OF THE AUDIT COMMITTEE, SUCH DISCLOSURE FORMS TOGETHER WITH ANY ADDITIONAL INFORMATION ABOUT THE CURRENT OR PROPOSED TRANSACTION OR BUSINESS RELATIONSHIP THAT MAY GIVE RISE TO A CONFLICT OF INTEREST THAT THE SECRETARY IN CONSULTATION WITH THE AUDIT COMMITTEE BELIEVES MAY BE INFORMATIVE. THE AUDIT COMMITTEE SHALL REVIEW THE MATTER AND DETERMINE WHETHER THERE IS A CONFLICT OF INTEREST. IF THE INTERESTS BEING REVIEWED INVOLVE A MEMBER OF THE AUDIT COMMITTEE, THE MEMBER SHALL NOT PARTICIPATE IN OR BE PRESENT DURING THE COMMITTEE'S CONSIDERATION OF THE MATTER EXCEPT AS REQUESTED BY THE COMMITTEE TO ANSWER QUESTIONS OR PROVIDE INFORMATION. THE AUDIT COMMITTEE MAY REVIEW SUCH INFORMATION AS IT DEEMS PERTINENT, INCLUDING POSING QUESTIONS TO THE INTERESTED TRUSTEE INVOLVED. IF THE AUDIT COMMITTEE DETERMINES THAT THERE IS A CONFLICT OF INTEREST, IT SHALL SO ADVISE THE INTERESTED TRUSTEE, WHO SHALL HAVE AN OPPORTUNITY TO ADDRESS THE MATTER WITH THE AUDIT COMMITTEE. IF THE AUDIT COMMITTEE OR THE TRUSTEE INVOLVED BELIEVES THAT TO DO SO IS INDICATED, THE MATTER MAY BE REFERRED TO THE BOARD. IF A CONFLICT OF INTEREST DETERMINATION IS REFERRED TO THE BOARD, EITHER FOLLOWING REVIEW BY THE AUDIT COMMITTEE OR IF DISCLOSURE IS MADE IN THE FIRST INSTANCE TO THE BOARD (FOR EXAMPLE, WHERE A TRUSTEE BECOMES AWARE OF A POSSIBLE CONFLICT OF INTEREST DURING OR JUST BEFORE A MEETING OF THE BOARD), UNLESS THE TRUSTEE ELECTS RECUSAL, THE BOARD SHALL DECIDE WHETHER A CONFLICT OF INTEREST EXISTS. THE BOARD MAY QUESTION THE INTERESTED TRUSTEE, AND THE TRUSTEE SHALL HAVE AN OPPORTUNITY TO ADDRESS TO THE BOARD WHETHER THERE IS A CONFLICT. THE INTERESTED TRUSTEE SHALL LEAVE THE BOARD MEETING WHILE THE DISINTERESTED MEMBERS OF THE BOARD DETERMINE, BY MAJORITY VOTE, WHETHER THE FINANCIAL INTEREST GIVES RISE TO A CONFLICT OF INTEREST. IF IT IS DETERMINED THAT NO CONFLICT OF INTEREST EXISTS, THE INTERESTED TRUSTEE MAY REJOIN THE MEETING AND PARTICIPATE FULLY IN THE DISCUSSION OF AND VOTE ON THE PROPOSED TRANSACTION OR ARRANGEMENT. CONSIDERATION OF MATTERS INVOLVING CONFLICT OF INTEREST: IF THE BOARD DETERMINES THAT A TRUSTEE HAS A CONFLICT OF INTEREST IN A MATTER BEFORE THE BOARD, THE BOARD MAY PERMIT THE INTERESTED TRUSTEE TO MAKE A PRESENTATION REGARDING THE MATTER, BUT THE INTERESTED TRUSTEE SHALL NOT PARTICIPATE IN THE DISCUSSION OF, AND THE VOTE ON, THE PROPOSED TRANSACTION OR ARRANGEMENT. THE BOARD SHALL APPROVE THE TRANSACTION OR ARRANGEMENT ONLY UPON A FINDING, BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES, THAT THE TRANSACTION OR ARRANGEMENT IS IN THE UNIVERSITY'S BEST INTEREST, IS FOR THE UNIVERSITY'S BENEFIT, AND IS FAIR AND REASONABLE TO THE UNIVERSITY. THE BOARD MAY ENGAGE SUCH CONSULTANTS AS IT DEEMS NECESSARY OR USEFUL TO ASSIST ITS DETERMINATION OF THESE ISSUES. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE COMPENSATION COMMITTEE OF THE BOARD REVIEWS ALL MULTI-YEAR CONTRACTS OF EMPLOYMENT AND ANY EMPLOYMENT OFFER FOR THE PRESIDENT. THE COMMITTEE COMPARES TO THE SALARY SURVEY PROVIDED BY INDEPENDENT OUTSIDE CONSULTANTS. THIS PROCESS IS CONDUCTED ANNUALLY. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE UNIVERSITY POSTS ITS FINANCIAL STATEMENTS ON THE UNIVERSITY WEBSITE |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | Other Revenue - Total Revenue: 1244991, Related or Exempt Function Revenue: 1244991, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | ENDOWMENT DISTRIBUTIONS OF REALIZED GAINS - 46748297; ADJUSTMENT FOR UNRECOGNIZED POSTRETIREMENT COSTS - -67626; UNRELATED BUSINESS INCOME FROM INVESTMENT K-1S - -1297661; CHANGE IN BENEFICIAL INTEREST IN FUNDS HELD BY OTHERS - 29862298; TRANSFER FROM RELATED ORGANIZATION - 493; Total - 75245801; |
| FORM 990, PART XII, LINE 2A | 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 REPORT 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 XII, LINE 2C | THE ORGANIZATION'S AUDIT AND RISK MANAGEMENT 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 CHIEF FINANCIAL OFFICER 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 CHIEF FINANCIAL OFFICER 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 WRITTEN COMMUNICATIONS BETWEEN THE INDEPENDENT AUDITORS AND MANAGEMENT. 7. REVIEW WITH MANAGEMENT AND THE 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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|
| BLACKROCK PROPERTIES LLC | ||||||||
| 800 S TUCKER DR | TULSA | OK | 74104 | REAL ESTATE | OK | $0 | $7,505 | UNIV TULSA |
| HEART OF TULSA EVENT SERVICES LLC | ||||||||
| 800 S TUCKER DR | TULSA | OK | 74104 | COMMUNITY EVENTS | OK | $344,788 | $3,998 | UNIV TULSA |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE GILCREASE MANAGEMENT TRUST | ||||||||||
| 800 S TUCKER DRIVE | TULSA | OK | 74104 | 262205415 | MANAGEMENT | OK | 501(c)(3) | 7 | UNIV TULSA | Yes (true) |
| FAB LAB TULSA INC | ||||||||||
| 501 S LEWIS AVE | TULSA | OK | 74104 | 300638130 | EDUCATION | OK | 501(c)(3) | 7 | UNIV TULSA | Yes (true) |
| FLT HOLDING INC | ||||||||||
| 501 S LEWIS AVE | TULSA | OK | 74101 | 862057310 | NEW MARKET TAX CREDIT | OK | 501(c)(3) | Type I | FAB LAB | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Electing OrganizationElectingOrganizationInd | Total Grassroots LobbyTotalGrassrootsLobbyAmt | Total Direct LobbyTotalDirectLobbyAmt | Total Lobby ExpenditureTotalLobbyExpenditureAmt | Other Exempt Purpose ExpendOtherExemptPurposeExpendAmt | Total Exempt Purpose ExpendTotalExemptPurposeExpendAmt | Lobby NontxLobbyNontxAmt | Grassroots NontxGrassrootsNontxAmt | Total Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmt | Tot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmt | Share Excess Lobby ExpendShareExcessLobbyExpendAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| The University of Tulsa | |||||||||||||||
| 800 S TUCKER DRIVE | TULSA | OK | 74104 | 730579298 | Yes (X) | $0 | $301,636 | $301,636 | $377,830,912 | $378,132,548 | $1,000,000 | $250,000 | $0 | $0 | $0 |
| THE GILCREASE MUSEUM MANAGEMENT TRUST | |||||||||||||||
| 800 SOUTH TUCKER DRIVE | TULSA | OK | 74104 | 262205415 | Yes (X) | $0 | $0 | $0 | $3,159,902 | $3,159,902 | $307,995 | $76,999 | $0 | $0 | $0 |
| FAB LAB TULSA INC | |||||||||||||||
| 501 S LEWIS AVE | TULSA | OK | 74104 | 300638130 | Yes (X) | $0 | $0 | $0 | $448,068 | $448,068 | $89,614 | $22,403 | $0 | $0 | $0 |
| FLT HOLDING INC | |||||||||||||||
| 501 S LEWIS AVE | TULSA | OK | 74104 | 862057310 | Yes (X) | $0 | $0 | $0 | $412,345 | $412,345 | $82,469 | $20,617 | $0 | $0 | $0 |
Comments