SOUTHERN NAZARENE UNIVERSITY: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SOUTHERN NAZARENE UNIVERSITY (EIN 73-0587210)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-14
IRS object ID
202401359349306590
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-14T13:01:44-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731413977PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOGANTAYLOR LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11225 N BROADWAY AVENUE SUITE 200AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN730587210EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOUTHERN NAZARENE UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSOUTBusinessNameControlTxt
Phone4054916326PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16729 NW 39TH EXPRESSWAYAddressLine1Txt
CityBETHANYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73008ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY CUMMINGSPersonNm
Person TitleVP OF BUSINESS & FINANCEPersonTitleTxt
Phone4054916326PhoneNum
Signature2024-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGARYPersonFirstNm
Person LastCUMMINGSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonW LYNDEL LACKEYPreparerPersonNm
PTINP00234298PTIN
Phone4058482020PhoneNum
Preparation2024-05-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGARY CUMMINGSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16729 NW 39TH EXPRESSWAYAddressLine1Txt
CityBETHANYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73008ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$80,011,294GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SNU.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1959FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionTO MAKE CHRISTLIKE DISCIPLES THROUGH HIGHER EDUCATION IN CHRIST-CENTERED COMMUNITYActivityOrMissionDesc
Voting Members Governing Body51VotingMembersGoverningBodyCnt
Voting Members Independent50VotingMembersIndependentCnt
Total Employee1139TotalEmployeeCnt
Total Volunteers300TotalVolunteersCnt
Total Gross UBI$39,974TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$28,551NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$21,033,953PYContributionsGrantsAmt
CY Contributions Grants$8,278,773CYContributionsGrantsAmt
PY Program Service Revenue$51,781,892PYProgramServiceRevenueAmt
CY Program Service Revenue$52,068,682CYProgramServiceRevenueAmt
PY Investment Income$418,210PYInvestmentIncomeAmt
CY Investment Income$379,051CYInvestmentIncomeAmt
PY Other Revenue$1,500,993PYOtherRevenueAmt
CY Other Revenue$2,131,285CYOtherRevenueAmt
PY Total Revenue$74,735,048PYTotalRevenueAmt
CY Total Revenue$62,857,791CYTotalRevenueAmt
PY Grants And Similar Paid$17,631,169PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$14,774,530CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$23,689,799PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$26,294,520CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,433,507CYTotalFundraisingExpenseAmt
PY Other Expenses$28,371,445PYOtherExpensesAmt
CY Other Expenses$31,208,488CYOtherExpensesAmt
PY Total Expenses$69,692,413PYTotalExpensesAmt
CY Total Expenses$72,277,538CYTotalExpensesAmt
PY Revenues Less Expenses$5,042,635PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$9,419,747CYRevenuesLessExpensesAmt
Total Assets BOY$121,775,011TotalAssetsBOYAmt
Total Assets EOY$112,591,587TotalAssetsEOYAmt
Total Liabilities BOY$51,578,530TotalLiabilitiesBOYAmt
Total Liabilities EOY$49,209,834TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$70,196,481NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$63,381,753NetAssetsOrFundBalancesEOYAmt
MissionTO MAKE CHRISTLIKE DISCIPLES THROUGH HIGHER EDUCATION IN CHRIST-CENTERED COMMUNITYMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$54,725,348ExpenseAmt
Grant$14,774,530GrantAmt
Revenue$53,876,513RevenueAmt
DescSOUTHERN NAZARENE UNIVERSITY IS A PRIVATE, CHRISTIAN, FULLY ACCREDITED LIBERAL ARTS UNIVERSITY OFFERING BOTH UNDERGRADUATE AND GRADUATE DEGREES. THE UNIVERSITY OFFERS 4 ASSOCIATE PROGRAMS, 51 BACCALAUREATE PROGRAMS, 13 MASTERS PROGRAMS, AND 1 DOCTORAL PROGRAM. DURING THE PAST FISCAL YEAR, 2,819 STUDENTS WERE SERVED WITH 617 STUDENTS EARNING DEGREES.Desc
Total Program Service Expenses$54,725,348TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3186IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1139EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryCSForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members51GoverningBodyVotingMembersCnt
Independent Voting Member50IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PHIL WHITEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4057896400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16729 NW 39TH EXPRESSWAYAddressLine1Txt
CityBETHANYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73008ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
DR KEITH NEWMAN
UNIVERSITY PRESIDENT40.001.00Yes (X)Yes (X)$200,719$0$71,803
RYAN AMEY
BOARD MEMBER1.00Yes (X)$0$0$0
GREG ARMSTRONG
BOARD MEMBER1.00Yes (X)$0$0$0
HEIDI BABIN
BOARD MEMBER1.00Yes (X)$0$0$0
TIM BROWN
BOARD MEMBER1.00Yes (X)$0$0$0
JOSIE BUSBY
BOARD MEMBER1.00Yes (X)$0$0$0
CURTIS CLEMENTS
BOARD MEMBER1.00Yes (X)$0$0$0
LEE COPELAND
BOARD MEMBER1.00Yes (X)$0$0$0
KEVIN CORNELIUS
BOARD MEMBER1.00Yes (X)$0$0$0
DAVID CRAIG
BOARD MEMBER1.00Yes (X)$0$0$0
CHERYL CROUCH
BOARD MEMBER1.00Yes (X)$0$0$0
TABITHA DANLEY
BOARD MEMBER1.00Yes (X)$0$0$0
KRISTIN DONAVAN
BOARD MEMBER1.00Yes (X)$0$0$0
DAVID DOWNS
BOARD MEMBER1.00Yes (X)$0$0$0
JR EMRICH
BOARD MEMBER1.00Yes (X)$0$0$0
TIM EVANS
BOARD MEMBER1.00Yes (X)$0$0$0
CHUCK FOUNTAIN
BOARD MEMBER1.00Yes (X)$0$0$0
ELIZABETH FRANKLIN
BOARD MEMBER1.00Yes (X)$0$0$0
DAVID FREES
BOARD MEMBER1.00Yes (X)$0$0$0
BEVERLY GENTRY
BOARD MEMBER1.00Yes (X)$0$0$0
CB GLIDDEN
BOARD MEMBER1.00Yes (X)$0$0$0
RICK HARVEY
BOARD MEMBER1.00Yes (X)$0$0$0
CALEB HERRERA
BOARD MEMBER1.00Yes (X)$0$0$0
DENIA HERRERA
BOARD MEMBER1.00Yes (X)$0$0$0
JEFF JANKOWSKI
BOARD MEMBER1.00Yes (X)$0$0$0
JEFFREY JOHNSON
BOARD MEMBER1.00Yes (X)$0$0$0
PAULA JOHNSON
BOARD MEMBER1.00Yes (X)$0$0$0
SANDY JOHNSON
BOARD MEMBER1.00Yes (X)$0$0$0
DONNA KYZER-RICE
BOARD MEMBER1.00Yes (X)$0$0$0
MARK LANCASTER
BOARD MEMBER1.00Yes (X)$0$0$0
MYRNA LATHAM
BOARD MEMBER1.00Yes (X)$0$0$0
MARK LEHMAN
BOARD MEMBER1.00Yes (X)$0$0$0
MARK LINDSTROM
BOARD MEMBER1.00Yes (X)$0$0$0
KENNY MARCHANT
BOARD MEMBER1.00Yes (X)$0$0$0
RON MARCHANT
BOARD MEMBER1.00Yes (X)$0$0$0
DAVID MCKELLIPS
BOARD MEMBER1.00Yes (X)$0$0$0
TONI MILLER
BOARD MEMBER1.00Yes (X)$0$0$0
SIDNEY MITCHELL
BOARD MEMBER1.00Yes (X)$0$0$0
BRAD MOORE
BOARD MEMBER1.00Yes (X)$0$0$0
ALEX MORALES
BOARD MEMBER1.00Yes (X)$0$0$0
GARY MORSCH
BOARD MEMBER1.00Yes (X)$0$0$0
ANNE MURRAY
BOARD MEMBER1.00Yes (X)$0$0$0
KEITH PARDUE
BOARD MEMBER1.00Yes (X)$0$0$0
KARL PAYTON
BOARD MEMBER1.00Yes (X)$0$0$0
MICHAEL PIGG
BOARD MEMBER1.00Yes (X)$0$0$0
MATT RICE
BOARD MEMBER1.00Yes (X)$0$0$0
TERRY ROWLAND
BOARD MEMBER1.00Yes (X)$0$0$0
PHILIP RUSTIN
BOARD MEMBER1.00Yes (X)$0$0$0
ZACHARY SMITHSON
BOARD MEMBER1.00Yes (X)$0$0$0
JIM THORNTON
BOARD MEMBER1.00Yes (X)$0$0$0
KEVEN WENTWORTH
BOARD MEMBER1.00Yes (X)$0$0$0
DR SCOTT STRAWN
VP FOR BUSINESS & FINANCE40.001.00Yes (X)$114,091$0$26,673
DR TIM EADES
UNVERSITY PROVOST & CHIEF40.00$108,082$0$55,400Yes (X)
DR MIKE REDWINE
EXECUTIVE VICE PRESIDENT40.00$102,129$0$13,851Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$525,021TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$167,727TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
STREETS LLC
100 SE 25TH STREETOKLAHOMA CITYOK73129CONSTRUCTION$305,341
RICHARD STIPES
6311 NW 30THBETHANYOK73008CONSTRUCTION$227,654
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Fundraising$89,856FundraisingAmt
Related Organizations$1,418,406RelatedOrganizationsAmt
Government Grants$1,381,998GovernmentGrantsAmt
All Other Contributions$5,388,513AllOtherContributionsAmt
Noncash Contributions$267,029NoncashContributionsAmt
Total Contributions$8,278,773TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STUDENT TUITION AND FEES611310$36,995,279$36,995,279
AUXILLARY SERVICE611310$13,790,505$13,790,505
SALES/SERVICE EDUCATION611310$1,053,252$1,053,252
ATHLETIC GATE RECEIPTS611310$216,054$216,054
STUDENT HEALTH611310$13,592$13,592
FieldValueIRS element (for citing)
Total Program Service Revenue$52,068,682TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$362,526TotalRevenueColumnAmt
Exclusion$362,526ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$410,028RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$146,573RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$263,455RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$263,455TotalRevenueColumnAmt
Exclusion$263,455ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$16,554,158SecuritiesAmt
Other$356,455OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$16,554,158SecuritiesAmt
Other$339,930OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$16,525OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,525TotalRevenueColumnAmt
Exclusion$16,525ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$132,867FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$89,856ContriRptFundraisingEventAmt
Fundraising Direct Expenses$112,842FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,025TotalRevenueColumnAmt
Exclusion$20,025ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$1,847,805TotalRevenueColumnAmt
Related Or Exempt Func Income$1,807,831RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$39,974UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,847,805OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$62,857,791TotalRevenueColumnAmt
Related Or Exempt Func Income$53,876,513RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$39,974UnrelatedBusinessRevenueAmt
Exclusion$662,531ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$14,774,530TotalAmt
Program Services$14,774,530ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$420,623TotalAmt
Program Services$381,691ProgramServicesAmt
Management And General$30,532ManagementAndGeneralAmt
Fundraising$8,400FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$18,370,164TotalAmt
Program Services$16,686,554ProgramServicesAmt
Management And General$1,336,886ManagementAndGeneralAmt
Fundraising$346,724FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$996,188TotalAmt
Program Services$904,029ProgramServicesAmt
Management And General$71,310ManagementAndGeneralAmt
Fundraising$20,849FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$5,163,719TotalAmt
Program Services$4,678,723ProgramServicesAmt
Management And General$374,848ManagementAndGeneralAmt
Fundraising$110,148FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,343,826TotalAmt
Program Services$1,218,623ProgramServicesAmt
Management And General$96,125ManagementAndGeneralAmt
Fundraising$29,078FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$43,925TotalAmt
Management And General$43,925ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$87,590TotalAmt
Management And General$87,590ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$41,509TotalAmt
Management And General$41,509ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,196,773TotalAmt
Program Services$257,593ProgramServicesAmt
Management And General$3,434,176ManagementAndGeneralAmt
Fundraising$505,004FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,193,696TotalAmt
Program Services$1,109,602ProgramServicesAmt
Management And General$84,094ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,316,600TotalAmt
Program Services$4,894,828ProgramServicesAmt
Management And General$283,179ManagementAndGeneralAmt
Fundraising$138,593FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$37,724TotalAmt
Management And General$37,724ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,075,510TotalAmt
Program Services$1,176,098ProgramServicesAmt
Management And General$1,899,412ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,543,859TotalAmt
Program Services$1,277,246ProgramServicesAmt
Management And General$7,669ManagementAndGeneralAmt
Fundraising$258,944FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$232,895TotalAmt
Program Services$57,866ProgramServicesAmt
Management And General$172,140ManagementAndGeneralAmt
Fundraising$2,889FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$3,435,575TotalAmt
Program Services$1,160,667ProgramServicesAmt
Management And General$2,274,908ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,345,349TotalAmt
Program Services$1,880,492ProgramServicesAmt
Management And General$1,464,857ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$942,972TotalAmt
Program Services$347,484ProgramServicesAmt
Management And General$595,488ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
FOOD SERVICE$3,482,995$90,769$3,384,448$7,778
INSTITUTIONAL SUPPORT$1,759,017$1,759,017
REPAIRS AND MAINTENANCE$1,199,475$1,199,475
EQUIPMENT$598,923$300,355$295,779$2,789

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$674,101TotalAmt
Program Services$569,706ProgramServicesAmt
Management And General$102,084ManagementAndGeneralAmt
Fundraising$2,311FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$72,277,538TotalAmt
Program Services$54,725,348ProgramServicesAmt
Management And General$16,118,683ManagementAndGeneralAmt
Fundraising$1,433,507FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,998,945BOYAmt
EOY$3,803,331EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,000,764BOYAmt
EOY$3,011,615EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,000,648BOYAmt
EOY$120,918EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,139,085BOYAmt
EOY$850,924EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,137,929BOYAmt
EOY$336,764EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$141,640,368LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$61,922,460LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$81,839,593BOYAmt
EOY$79,717,908EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$22,802,896BOYAmt
EOY$23,469,747EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$796,168BOYAmt
EOY$745,109EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$58,983BOYAmt
EOY$535,271EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$121,775,011BOYAmt
EOY$112,591,587EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,621,469BOYAmt
EOY$3,253,137EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,641,695BOYAmt
EOY$1,029,527EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,574,298BOYAmt
EOY$10,081,395EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$31,212,920BOYAmt
EOY$30,039,406EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,528,148BOYAmt
EOY$4,806,369EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$51,578,530BOYAmt
EOY$49,209,834EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$47,391,787BOYAmt
EOY$39,196,603EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$22,804,694BOYAmt
EOY$24,185,150EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$70,196,481BOYAmt
EOY$63,381,753EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$121,775,011BOYAmt
EOY$112,591,587EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$9,419,747ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,605,019NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$41,854,477BeginningYearBalanceAmt
Contributions$1,089,690ContributionsAmt
Investment Earnings Or Losses$3,928,329InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,251,075GrantsOrScholarshipsAmt
End Year Balance$44,621,421EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$47,608,816BeginningYearBalanceAmt
Contributions$971,891ContributionsAmt
Investment Earnings Or Losses-$4,598,836InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,127,394GrantsOrScholarshipsAmt
End Year Balance$41,854,477EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$34,512,336BeginningYearBalanceAmt
Contributions$2,928,297ContributionsAmt
Investment Earnings Or Losses$11,964,278InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,796,095GrantsOrScholarshipsAmt
End Year Balance$47,608,816EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$33,878,104BeginningYearBalanceAmt
Contributions$1,987,412ContributionsAmt
Investment Earnings Or Losses$381,865InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,735,045GrantsOrScholarshipsAmt
End Year Balance$34,512,336EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$32,358,634BeginningYearBalanceAmt
Contributions$1,239,525ContributionsAmt
Investment Earnings Or Losses$2,020,979InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,741,034GrantsOrScholarshipsAmt
End Year Balance$33,878,104EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.76551PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.23449TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$43,200InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$6,052,257OtherCostOrOtherBasisAmt
Book Value$6,095,457BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$2,042,677InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$106,024,378OtherCostOrOtherBasisAmt
Depreciation$39,248,726DepreciationAmt
Book Value$68,818,329BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$25,693,450OtherCostOrOtherBasisAmt
Depreciation$22,673,734DepreciationAmt
Book Value$3,019,716BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,784,406OtherCostOrOtherBasisAmt
Book Value$1,784,406BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$79,717,908TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
TRUST FUNDS HELD FOR OTHERS$4,652,161
ADVANCES FROM FEDERAL GOVERNMENT$754,245
DEPOSITS$335,875
DUE TO (FROM) OTHERS-$935,912
FieldValueIRS element (for citing)
Total Liability$4,806,369TotalLiabilityAmt

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3SNU INCLUDES A STATEMENT REGARDING THE NONDISCRIMINATORY POLICY IN ALL MEDIA ADVERTISING AND ON ITS WEBSITE.
SCH. E - FINANCIAL AID OR GOVERNMENT ASSISTANCE EXPLANATIONTHE U.S. GOVERNMENT AWARDS THE UNIVERSITY VARIOUS MONIES RESTRICTED FOR STUDENT FINANCIAL AID.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCOSTA RICARegionTxt
Offices1OfficesCnt
Employee1EmployeeCnt
Type Of Activities ConductedRESEARCHTypeOfActivitiesConductedTxt
Specific Services ProvidedEDUCATIONALSpecificServicesProvidedTxt
Region Total Expenditures$85,494RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees1SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee1TotalEmployeeCnt
Subtotal Spent$85,494SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$85,494TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART III ACCOUNTING METHOD:FormAndLineReferenceDesc

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1DAVID BAKER GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$97,513GrossReceiptsEvent1Amt
Charitable Contri Event1$69,373CharitableContriEvent1Amt
Gross Revenue Event1$28,140GrossRevenueEvent1Amt
Other Direct Expenses Event1$32,272OtherDirectExpensesEvent1Amt
Event2CRIMSON STORM GOLF TOURNAMENTEvent2Nm
Gross Receipts Event2$83,302GrossReceiptsEvent2Amt
Charitable Contri Event2$12,075CharitableContriEvent2Amt
Gross Revenue Event2$71,227GrossRevenueEvent2Amt
Other Direct Expenses Event2$61,926OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$41,908GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$8,408CharitableContriOtherEventsAmt
Gross Revenue Other Events$33,500GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$18,644OthDirectExpnssOtherEventsAmt
Gross Receipts Total$222,723GrossReceiptsTotalAmt
Charitable Contributions Tot$89,856CharitableContributionsTotAmt
Gross Revenue Total Events$132,867GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$112,842OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$112,842DirectExpenseSummaryEventsAmt
Net Income Summary$20,025NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient1474RecipientCnt
Cash Grant$14,774,530CashGrantAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E Expnss0WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DR KEITH NEWMAN
UNIVERSITY PRESIDENT$200,719$0$0$0$0$0$15,136$0$56,667$0$272,522$0$0$0
DR TIM EADES
UNVERSITY PROVOST & CHIEF$108,082$0$0$0$0$0$0$0$55,400$0$163,482$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1BFormAndLineReferenceDesc
ExplanationHOUSING ALLOWANCE IS PROVIDED TO INDIVIDUALS WHO ARE ORDAINED.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1THE OK DEVELOPMENT FINANCE AUTHORITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN731083741BondIssuerEIN
Bond Issued2019-06-01BondIssuedDt
Issue Price$12,255,000IssuePriceAmt
PurposeSEE SUPPLEMENTAL INFORMATIONPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$12,255,000TotalProceedsAmt
Issuance Costs From Proceeds$239,850IssuanceCostsFromProceedsAmt
Refunding Tax Exempt BondsYes (1)RefundingTaxExemptBondsInd
Refunding Taxable Bonds0RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd0ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due Yet0RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate Due0NoRebateDueInd
Variable Rate Issue0VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor Reqs0WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective Action0ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE K, PART 1, LINE A(F)FormAndLineReferenceDesc
ExplanationTHE SERIES 2019 BONDS WERE ISSUED TO REFUND THE OUTSTANDING AMOUNT OF THE SERIES 2009 BONDS.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$267,029NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2RON MARCHANT AND KENNY MARCHANT HAVE A FAMILY RELATIONSHIP AND ARE BROTHERS.
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER OF SOUTHERN NAZARENE UNIVERSITY, THE ASSOCIATE VP FOR FINANCE FOR THE UNIVERSITY, AND THE MEMBERS OF THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES OF THE UNIVERSITY, BEFORE IT IS FILED. AN E-MAIL IS SENT TO ALL MEMBERS OF THE BOARD OF TRUSTEES NOTIFYING THEM OF THE ABOVE REVIEW PROCESS AND THE 990 IS MADE AVAILABLE UPON REQUEST.
FORM 990, PART VI, SECTION B, LINE 12CTHE UNIVERSITY HAS BOARD MEMBERS SIGN THE CONFLICT OF INTEREST POLICY AT A BOARD MEETING ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION FOR TOP OFFICIALS AND OFFICERS IS REVIEWED BY A SUB COMMITTEE OF THE BOARD OF TRUSTEES EXECUTIVE COMMITTEE. BENCHMARK SALARY COMPS BETWEEN NAZARENE AND OTHER OKLAHOMA PRIVATE SCHOOLS ARE USED AS COMPARABLES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1SOUTHERN PLAZA RETIREMENT COMMUNITYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16729 NW 39TH EXPRESSWAYAddressLine1Txt
CityBETHANYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73008ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesRETIREMENTPrimaryActivitiesTxt
Legal Domicile StateOKLegalDomicileStateCd
Total Income$8,105,956TotalIncomeAmt
End Of Year Assets$30,105,954EndOfYearAssetsAmt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1SOUTHERN NAZARENE UNIVERSITY FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16729 NW 39TH EXPRESSWAYAddressLine1Txt
CityBETHANYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73008ZIPCd
FieldValueIRS element (for citing)
EIN731293682EIN
Primary ActivitiesEDUCATION SUPPORTPrimaryActivitiesTxt
Legal Domicile StateOKLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12B, IIPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1SOUTHERN NAZARENE UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
SOUTHERN NAZARENE UNIVERSITY FOUNDATION
C$1,418,406
SOUTHERN NAZARENE UNIVERSITY FOUNDATION
L$171,210
SOUTHERN NAZARENE UNIVERSITY FOUNDATION
Q$40,480
SOUTHERN NAZARENE UNIVERSITY FOUNDATION
E$2,420,000

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