2024-04-14T14:31:04-05:00 2023-05-31 FORVIS LLP 312 WALNUT STREET SUITE 3000 CINCINNATI OH 45202 990 2022-06-01 350869063 OAKLAND CITY UNIVERSITY % CLINT WOOLSEY OAKL 8127491243 138 N LUCRETIA STREET OAKLAND CITY IN 47660 DR RON DEMPSEY PRESIDENT 8127494781 2024-04-15 true DR RON Dempsey 999009999 AARON HERSHBERGER CPA DIRECT P00961884 5136218300 2 2022 2023-04-26 12:10:37Z DR RON DEMPSEY 138 N LUCRETIA STREET OAKLAND CITY IN 47660 28424615 false X WWW.OAK.EDU X 1885 IN TO PROVIDE HIGHER EDUCATION IN A CHRISTIAN BASED LEARNING ENVIRONMENT. 16 15 572 200 0 8553193 3907685 18660760 16919687 1354585 1329033 866275 871684 29434813 23028089 8749687 10037802 0 0 9618616 7569952 0 0 369235 10394884 9840291 28763187 27448045 671626 -4419956 56971602 58926579 12757693 20548947 44213909 38377632 TO PROVIDE HIGHER EDUCATION IN A CHRISTIAN BASED LEARNING ENVIRONMENT. false false 19945646 10037802 17459371 OAKLAND CITY UNIVERSITY IS AN INDEPENDENT, PRIVATELY ENDOWED GENERAL BAPTIST CHURCH-AFFILIATED UNIVERSITY. THE UNIVERSITY PROVIDES EDUCATIONAL OPPORTUNITIES IN THE LIBERAL ARTS AS WELL AS IN SELECTED PROFESSIONS, OFFERING BOTH GRADUATE AND UNDERGRADUATE DEGREE PROGRAMS. 19945646 true true false false false false false false false true true false false false true true false true true false false false false false true false false false true true false false false false false false false true true false false false true true false false false true 75 0 true 572 true false false false false false false false false false false false false X 16 15 false false false false false false false true true false true true true true true true true true true true false IN X CLINT WOOLSEY 8127491242 138 N LUCRETIA ST OAKLAND CITY IN 47660 DR RON DEMPSEY PRESIDENT 40.0 1.0 X 257886 0 12315 CATHY ROBB DEAN OF SCHOOL OF BUSINESS 40.0 0.0 X 114484 0 16373 REV CLINT WOOLSEY VICE PRESIDENT 40.0 0.0 X 96081 0 15548 NANCY MILLER DIRECTOR OF EDD PROGRAM 40.0 0.0 X 101551 0 6143 TODD WAHL CFO 40.0 0.0 X 87773 0 15250 BRIAN BAKER VICE PRESIDENT 40.0 1.0 X 68262 0 11229 JERRY AIGNER TRUSTEE 1.0 1.0 X 0 0 0 DR RONNIE BLACK TRUSTEE 1.0 0.0 X 0 0 0 WILLIAM BLACKBURN TRUSTEE 1.0 1.0 X 0 0 0 DR EDNA BRUMFIELD TRUSTEE 1.0 0.0 X 0 0 0 W HAROLD CALLOWAY TRUSTEE 1.0 0.0 X 0 0 0 REV JONAS CUECHE TRUSTEE 1.0 0.0 X 0 0 0 REV BARRY CULLEN TRUSTEE 1.0 0.0 X 0 0 0 REV STEPHEN DAME TRUSTEE 1.0 0.0 X 0 0 0 WALLY DUNCAN CHAIRMAN 1.0 0.0 X X 0 0 0 CYNTHIA JACKSON TRUSTEE 1.0 0.0 X 0 0 0 EDDIE MARIE JULIAN VICE CHAIR 1.0 0.0 X X 0 0 0 GERALD MCCORMICK TRUSTEE 1.0 0.0 X 0 0 0 REV WILLIAM MCMILLEN TRUSTEE 1.0 0.0 X 0 0 0 PHILLIP REINBRECHT TRUSTEE 1.0 0.0 X 0 0 0 REV JAMES SANDERS SECRETARY 1.0 0.0 X X 0 0 0 ANDREW SHOCKLEY TRUSTEE 1.0 0.0 X 0 0 0 726037 0 76858 4 false true false LMH ARCHITECTURE PLLC 12808 TOWNEPARK WAY LOUISVILLE KY 40243 CONTRACTOR 896397 PIONEER COLLEGE CATERERS INC 303 GLENROSE AVENUE NASHVILLE TN 37210 FOOD SERVICE 762484 JERRY AIGNER CONSTRUCTION INC 944 BAKER ROAD BOONVILLE IN 47601 CONTRACTOR 267153 BAYERS PLUMBING INC 7944 BELL OAKS DRIVE NEWBURGH IN 47630 CONTRACTOR 263157 MEDIA CROSS 2001 S HANLEY RD SUITE 510 ST LOUIS MO 63144 MARKETING 212300 9 13410 475000 898172 2521103 3907685 STUDENT TUITION AND FEES 611710 13301247 13301247 RESIDENCE HALLS & CAFETERIA 721310 3398706 3398706 ATHLETIC REVENUE 900099 154231 154231 OTHER 900099 65503 65503 16919687 424245 424245 0 6743 6743 257543 257543 0 257543 257543 6010963 255723 5123551 238347 887412 17376 904788 904788 102342 13410 34628 67714 67714 0 0 0 516910 0 516910 516910 COLLECTION COSTS RECOVERY 900099 22774 22774 22774 23028089 17459371 1661033 0 10037802 10037802 0 0 564344 564344 0 5907655 4116802 1635645 155208 0 629235 493725 111802 23708 468718 314924 141711 12083 0 58608 58608 119765 119765 0 0 73009 73009 286127 145110 141017 729484 175600 485495 68389 1226479 436464 757982 32033 259880 259880 0 952183 952183 175595 70139 93443 12013 0 0 382950 382950 0 1455060 853826 535433 65801 270146 270146 ATHLETIC EXPENSES 1751496 1751496 TUTORING 37420 37420 BOOKSTORE 433288 433288 BOARD PLANS 852055 852055 776746 226995 549751 27448045 19945646 7133164 369235 1879919 2175071 994786 965983 1335593 1491125 165249 194137 0 0 0 0 490301 425401 58223 69531 225724 130482 68344629 25933113 36087658 42411516 15344928 10604948 320000 323008 0 0 0 0 69221 135377 56971602 58926579 1529796 3396125 0 0 257409 105403 0 0 0 0 0 0 9372921 15621696 454950 267650 1142617 1158073 12757693 20548947 X 30336489 23275593 13877420 15102039 44213909 38377632 56971602 58926579 X -4419956 -1362389 -53932 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11034282 475211 -156193 759932 10593368 10342300 818026 276756 402800 11034282 8402716 364645 1853286 278347 10342300 8393770 123870 458110 573034 8402716 7822560 359815 512895 301500 8393770 0.01000 0.65000 0.34000 false false 4221008 4221008 55249998 19433544 35816454 3446375 2388717 1057658 5329401 4031985 1297416 97847 78867 18980 42411516 0 ANNUITIES & TRUST PAYABLE 472764 REFUNDABLE STUDENT LOAN FUNDS 560155 DEPOSITS 58800 Operating Lease Liabilities 66354 1158073 X SCHEDULE D, PART X, LINE 2 FIN 48 DISCLOSURE THE UNIVERSITY AND THE FOUNDATION ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501 OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. HOWEVER, THE UNIVERSITY IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. THE UNIVERSITY AND THE FOUNDATION FILE INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND INDIANA STATE JURISDICTION. SCHEDULE D, PART V, LINE 4 INTENDED USE OF ENDOWMENT FUNDS TO PROVIDE SCHOLARSHIPS FOR THE UNIVERSITY'S STUDENTS TO ATTEND AN INSTITUTION FOR HIGHER EDUCATION AND TO SUPPORT THE EDUCATIONAL PROGRAMS OF THE UNIVERSITY. true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 NONDISCRIMINATORY POLICY OAKLAND CITY UNIVERSITY IS COMMITTED TO THE PRINCIPLE OF EQUAL OPPORTUNITY. IT DOES NOT KNOWINGLY DISCRIMINATE AGAINST ANY APPLICANT, STUDENT OR EMPLOYEE ON THE BASIS OF GENDER, SEXUAL ORIENTATION, RACE, COLOR, AGE, DISABILITY, RELIGION OR NATIONALITY/ETHNICITY. SCHEDULE E, PART I, LINE 6A EXPLANATION OF GOVERNMENT FINANCIAL AID THE UNIVERSITY RECEIVES MONEY FROM THE FEDERAL GOVERNEMENT FOR A STUDENT FINANCIAL AID PROGRAM WHICH IT AWARDS STUDENTS TO ASSIST IN PAYING TUITION AND FEES. GOLF OUTING 69228 0 69228 0 13345 11985 0 0 2579 AUCTION 46524 13410 33114 0 0 0 3000 0 3719 0 0 0 0 0 0 0 0 0 0 115752 13410 102342 0 13345 11985 3000 0 6298 34628 67714 true FINANCIAL AID 519 10037802 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS AN INDEPENDENT SCHOLARSHIP COMMITTEE REVIEWS ALL APPLICANTS AND AWARDS THE SCHOLARSHIP AMOUNTS. ALL APPLICANTS FOR FINANCIAL AID AND SCHOLARSHIPS ARE REVIEWED BY THE FINANCIAL AID OFFICE. STUDENTS WHO ARE QUALIFIED FOR SCHOLARSHIPS ARE REVIEWED BY THE INDEPENDENT SCHOLARSHIP COMMITTEE FOR RECOMMENDATION, FINAL RECOMMENDATIONS ARE THEN REFERRED TO THE FINANCIAL AID OFFICE FOR AWARDING. X true true X false false false false false false false false false DR RON DEMPSEY PRESIDENT 257886 0 0 0 0 0 0 0 12315 0 270201 0 SCHEDULE J, PART I, LINE 1A OAKLAND CITY UNIVERSITY PROVIDES A RESIDENCE AND HOUSEHOLD SERVICES FOR ITS PRESIDENT. THE RESIDENCE AND HOUSEHOLD SERVICES ARE NOT INCLUDED IN THE PRESIDENT'S TAXABLE INCOME. THE RESIDENCE IS FURNISHED FOR THE CONVENIENCE OF OAKLAND CITY UNIVERSITY, AND IT IS AVAILABLE FOR USE TO HOST FACULTY, STAFF, AND STUDENT FUNCTIONS. THE PRESIDENT IS REQUIRED TO LIVE IN THE RESIDENCE AS A CONDITION OF EMPLOYMENT, AND THE RESIDENCE IS CONTIGUOUS TO OAKLAND CITY UNIVERSITY'S CAMPUS. JERRY AIGNER CONSTRUCTION 35% CONTROLLED ENTITY 267153 CONSTRUCTION false SCHEDULE L, PART IV TRANSACTIONS WITH INTERESTED PERSONS JERRY AIGNER, who is a board member of Oakland City University, owns Jerry Aigner Construction. Oakland City University paid Jerry Aigner construction $267,153 for construction services. X AUCTION ITEMS 75 20382 FMV false true false SCHEDULE M, PART I, COLUMN B NUMBER THE AMOUNT REPORTED REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE PROCESS TO REVIEW THE FORM 990 THE CFO REVIEWS THE FORM 990, IT IS ALSO PROVIDED TO THE BOARD FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF COMPLIANCE THE PRESIDENT REVIEWS CONFLICTS UPON REQUEST AND THE COMPLIANCE OFFICER REVIEWS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A & 15B PROCESS FOR DETERMINING COMPENSATION THE CHAIRMAN OF THE BOARD OF TRUSTEES CONDUCTS A REVIEW OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS. THE BOARD OF TRUSTEES ALSO CONDUCTS A REVIEW OF THE ORGANIZATION'S OTHER OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 OTHER CHANGES TO NET ASSETS ACTUARIAL ADJUSTMENT ON ANNUITIES (53,932) TOTAL (53,932) BLUE OAK LLC 138 N LUCRETIA STREET OAKLAND CITY IN 47660 813913882 REAL ESTATE IN 316319 15692009 OCU OAKLAND CITY UNIVERSITY FOUNDATION 138 N LUCRETIA STREET OAKLAND CITY IN 47660 237442945 FUNDRAISING IN 501(C)(3) LINE 5 NA false false false true false false false false false false false false false false false false false false false false OAKLAND CITY UNIVERSITY FOUNDATION C 475000 CASH VALUE