2023-05-12T15:00:37-05:00 2022-06-30 481195228 KELLER & OWENS LLC 10955 LOWELL AVE STE 800 OVERLAND PARK KS 66210 990 2021-07-01 736085616 OKLAHOMA WESLEYAN UNIVERSITY OKLA 9183356243 2201 SILVER LAKE ROAD BARTLESVILLE OK 74006 DR JAMES DUNN PRESIDENT 9183356243 2023-05-12 1 DR JAMES DUNN 999009999 GREGORY D OWENS P00048643 9133383500 2023-05-11 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DR JAMES DUNN 2201 SILVER LAKE ROAD BARTLESVILLE OK 74006 31851834 0 X WWW.OKWU.EDU X 1959 OK CHRISTIAN EDUCATION OF STUDENTS 31 30 555 40 0 0 6083922 7228251 21653736 23101933 509654 696223 175418 261700 28422730 31288107 7892790 8539537 0 0 11336929 10962047 0 0 158046 8740473 9460037 27970192 28961621 452538 2326486 43343629 44361815 1969233 2150009 41374396 42211806 X AS A CHRISTIAN UNIVERSITY OF THE WESLEYAN CHURCH, OKLAHOMA WESLEYAN UNIVERSITY MODELS A WAY OF THOUGHT, A WAY OF LIFE, AND A WAY OF FAITH. IT IS A PLACE OF SERIOUS STUDY, HONEST QUESTIONS, AND CRITICAL ENGAGEMENT, ALL IN THE CONTEXT OF A LIBERAL ARTS COMMUNITY THAT HONORS THE PRIMACY OF JESUS CHRIST, THE PRIORITY OF SCRIPTURE, THE PURSUIT OF TRUTH, AND THE PRACTICE OF WISDOM. 0 0 26862352 8539537 23366464 THE UNIVERSITY EDUCATED 742 STUDENTS IN THE FALL SEMESTER, AND 655 STUDENTS IN THE SPRING SEMESTER. 26862352 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1576 0 555 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 31 30 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X THE ORGANIZATION 9183356243 2201 SILVER LAKE ROAD BARTLESVILLE OK 74006 DR JIM DUNN PRESIDENT 40.00 X X 175588 0 70945 MR DOUG WALL TRUSTEE 1.00 X 0 0 0 MR FRAN GONZALEZ TRUSTEE 1.00 X 0 0 0 MRS MARLA ADEE HOYER TRUSTEE 1.00 X 0 0 0 DR ABEL LEDEZMA TRUSTEE 1.00 X 0 0 0 DR YORTON CLARK TRUSTEE 1.00 X 0 0 0 MR KYLE HUBBARD TRUSTEE 1.00 X 0 0 0 MR JOHN QUINN TRUSTEE 1.00 X 0 0 0 MR STEPHEN COLAW TRUSTEE 1.00 X 0 0 0 REV TIM PURCELL TRUSTEE 1.00 X 0 0 0 DR BILLY WILSON TRUSTEE 1.00 X 0 0 0 DR VERLA POWERS TRUSTEE 1.00 X 0 0 0 DR ROBERT BINGAMAN TRUSTEE 1.00 X 0 0 0 REV MICHAEL SKOR TRUSTEE 1.00 X 0 0 0 MR KEVIN FREEMAN TRUSTEE 1.00 X 0 0 0 MR ROGER SKELLY VICE CHAIR 1.00 X X 0 0 0 MR WARD KOESER TRUSTEE 1.00 X 0 0 0 MR ROB SWAGGER TRUSTEE 1.00 X 0 0 0 REV NATE ROVENSTINE TRUSTEE 1.00 X 0 0 0 MR ROGER METCALF CHAIRMAN 1.00 X X 0 0 0 REV WES SMITH TRUSTEE 1.00 X 0 0 0 MR TREVOR SHAKIBA SECRETARY 1.00 X X 0 0 0 DR STEPHEN BABBY TRUSTEE 1.00 X 0 0 0 MR WARREN LITTLE TRUSTEE 1.00 X 0 0 0 MR DON WALKER TREASURER 1.00 X X 0 0 0 MRS DANA SIEGEL TRUSTEE 1.00 X 0 0 0 REV MAX COLAW TRUSTEE 1.00 X 0 0 0 REV MARK FUHR TRUSTEE 1.00 X 0 0 0 MR JAMES OCCHIPINTI TRUSTEE 1.00 X 0 0 0 REV PETER SALMON TRUSTEE 1.00 X 0 0 0 REV ED ROTZ ASST SECRETARY 1.00 X X 0 0 0 BRETT ANDREWS VICE PRESIDENT, GRAD/PROF 40.00 X 129719 0 28576 KEVIN OSBORN VICE PRESIDENT, ENROLLMENT 40.00 X 117914 0 22646 KYLE WHITE VICE PRESIDENT, STUDENT DE 40.00 X 105730 0 28361 MARK WEETER VICE PRESIDENT, ACADEMIC A 40.00 X 89194 0 55957 KORY PENCE VICE PRESIDENT, CREATIVE I 40.00 X 80405 0 30793 DAVID PRESTON EXEC DIR OF FDN BOARD 40.00 X 83474 0 18808 KIRK JACKSON CFO 40.00 X 69232 0 12405 ANDREA ZEPEDA CFO/VICE PRESIDENT, BUSINESS 40.00 X 68249 0 16527 919505 0 285018 4 0 1 0 PIONEER COLLEGE CATERERS 2201 SILVER LAKE ROAD BARTLESVILLE OK 74006 CAMPUS FOOD SERVICE 1098828 JENZABAR 181 SOUTH LIBERTY STREET HARRISONBURG PA 22801 EDUCATION SOFTWARE 665650 SMG DIGITAL 770 MARKET ST SUITE 6000 FARMINTON MO 63640 SOFTWARE SUPPORT 509600 SUPERIOR TURNKEY SOLUTIONS GROUP PO BOX 262145 PLANO TX 750262145 COMPUTER INFRASTRUCTURE 383449 EARNEST HEATING & AIR CONDITIONING 709 NE WASHINGTON BLVD BARTLESVILLE OK 74006 HEATING & COOLING SERVICE 278021 13 47204 1342736 4200337 1637974 16173 7228251 TUITION AND FEES 611310 19714678 19714678 ROOM & BOARD FEES 611310 3182227 3182227 CONFERENCE/CAMP REVENUE 611310 174497 174497 STUDENT FEES AND SERVICES 611310 22566 22566 PROGRAM RENTAL INCOME 531120 7965 7965 23101933 180957 180957 4365 4365 1066083 914 551731 0 514352 914 515266 515266 4800 47204 11996 -7196 -7196 37575 0 37575 37575 INSURANCE REIMB 541990 141896 141896 BAD DEBT RECOVERY 541990 54176 54176 MISC INCOME 541990 30884 30884 226956 31288107 23366464 0 693392 8539537 8539537 1574756 983785 590971 219633 153743 65890 6475021 6328710 87188 59123 174618 100062 61020 13536 1993053 1652152 300372 40529 524966 513104 7069 4793 46550 46550 11393 11393 1199643 919172 279906 565 939131 939131 101929 51260 49042 1627 1104651 1045336 53549 5766 512413 449990 48486 13937 1216 1216 1824267 1733966 76619 13682 493294 479983 11294 2017 INSTRUCTIONAL EXP AND S 1892650 1645417 245627 1606 STUDENT FOOD SERVICE 1085829 1085829 BAD DEBT EXPENSE 147257 147257 DUES AND SUBSCRIPTIONS 99814 93918 5031 865 28961621 26862352 1941223 158046 X 5500316 5153952 360673 3331066 1152616 642320 35899 41673 353820 778191 51121520 25862834 25838264 25258686 9294071 8507220 649946 535107 158024 113600 43343629 44361815 1458076 1759458 179120 122428 155200 143000 176837 125123 1969233 2150009 X 31614490 32596991 9759906 9614815 41374396 42211806 43343629 44361815 2326486 -1489076 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 10115370 374455 -858200 188712 9442913 8317162 87959 1899559 189310 10115370 7873421 309613 300999 166871 8317162 7292792 266789 439802 125962 7873421 6774139 380601 533590 95538 7592792 0.20320 0.59780 0.19900 0 0 821613 821613 37496677 15671589 21825088 11833424 9770477 2062947 969806 420768 549038 25258686 DEPOSITS HELD 33185 ANNUITIES PAYABLE 1573 U.S. GRANTS REFUNDABLE 90365 125123 X 21260097 -1489076 11996 -1477080 22737177 11393 8539537 8550930 31288107 20422687 11996 11996 20410691 11393 8539537 8550930 28961621 PART III, LINE 4: THE ORGANIZATION HAS DEAD SEA SCROLLS THAT CONTRIBUTE TO RELIGIOUS EDUCATION AND HISTORY. THE ORGANIZATION HAS A BRONZE ART COLLECTION THAT CONTRIBUTE TO THE ORGANIZATION'S EDUCATION PURPOSES. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO BE USED FOR VARIOUS PURPOSES TO ADVANCE CHRISTIAN EDUCATION AND TO AID THE UNIVERSITY. PART X, LINE 2: THE UNIVERSITY HAS ADOPTED THE PROVISIONS OF FASB ASC 740-10 ACCOUNTING FOR UNCERTAIN INCOME TAX POSITIONS AS IT MIGHT APPLY TO FINANCIAL TRANSACTIONS. THE UNIVERSITY'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION THAT IS BENEFICIAL, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO THE TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF JUNE 30, 2022 AND, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 11,996. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 8,539,537. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 11,996. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 8,539,537. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S NONDISCRIMINATION POLICY IS PUBLICIZED IN THE STUDENT HANDBOOK. THE ORGANIZATION ALSO PUBLICIZES ITS NONDISCRIMINATION POLICY ON ITS WEBSITE IN ACCORDANCE WITH INTERNAL REVENUE PROCEDURE 2019-22. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION PARTICIPATES IN GOVERNMENT GRANT AND LOAN PROGRAMS FOR STUDENTS. BONANZA 52004 47204 4800 2321 7512 2163 52004 47204 4800 2321 7512 2163 11996 -7196 1 SCHOLARSHIPS 513 8539537 FMV NONCASH TUITION REDUCTION FORM 990, SCHEDULE I, PART III THE UNIVERSITY PROVIDES NON-CASH TUITION REDUCTION SCHOLARSHIPS FOR STUDENTS. THE ORGANIZATION HAS SET CRITERIA FOR THESE SCHOLARSHIPS. X 1 1 X X X X 0 1 0 0 0 0 0 0 0 DR JIM DUNN PRESIDENT 175588 0 0 0 0 0 25707 0 45238 0 246533 0 0 0 BRETT ANDREWS VICE PRESIDENT, GRAD/PROF 129719 0 0 0 0 0 8248 0 20328 0 158295 0 0 0 PART I, LINE 1A QUALIFIED CAMPUS LODGING IS FURNISHED. MINISTERS RECEIVE CLERGY HOUSING ALLOWANCE. DALENE FISHER FAMILY MEMBER OF NATE ROVENSTINE, TRUSTEE 85158 COMPENSATION FOR SERVICES 0 LEANN LITTLE FAMILY MEMBER OF WARREN LITTLE, TRUSTEE 45716 COMPENSATION FOR SERVICES 0 BEN ROTZ FAMILY MEMBER OF ED ROTZ, TRUSTEE 63058 COMPENSATION FOR SERVICES 0 CALEB WILSON FAMILY MEMBER OF BILLY WILSON, TRUSTEE 25701 COMPENSATION FOR SERVICES 0 CHURCH STATUS PURSUANT TO CODE SECTION 6033(A)(3)(A)(I), CHURCHES ARE EXEMPT FROM FILING FORM 990. OKLAHOMA WESLEYAN UNIVERSITY (OWU) HAS ELECTED VOLUNTARILY TO FILE FORM 990 OUT OF A DESIRE TO FOSTER TRANSPARENCY AND ACCOUNTABILITY. OWU'S VOLUNTARY DECISION TO FILE FORM 990 SHOULD IN NO WAY BE INTERPRETED AS BEING INCONSISTENT WITH ITS STATUS AS A CHURCH (PART OF THE WESLEYAN CHURCH) OR BE DEEMED A WAIVER OF ANY OF THE RIGHTS OF PRIVILEGES THAT ACCOMPANY ITS RECOGNIZED STATUS AS A CHURCH. OWU CONTINUES TO OPERATE IN ALL WAYS AS A CHURCH DESCRIBED IN SECTIONS 509(A)(1) AND 170(B)(1)(A)(I) OF THE CODE. FORM 990, PART VI, SECTION A, LINE 2 STEPHEN COLAW AND MAX COLAW HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE VICE PRESIDENT FOR BUSINESS AFFAIRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES DIRECTORS WITH A CONFLICT OF INTEREST TO RECUSE THEMSELVES FROM ANY DISCUSSION OR DECISION MAKING RELATED TO CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS COMPARED WITH OTHER COLLEGES AND UNIVERSITIES IN THE REGION AS WELL AS OTHER WESLEYAN UNIVERSITIES. COMPENSATION FOR LOWER LEVELS IS REVIEWED BY SENIOR MANAGEMENT. COMPENSATION FOR SENIOR MANAGEMENT IS REVIEWED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE WESLEYAN CHURCH PO BOX 50434 INDIANAPOLIS IN 46250 351148762 CHURCH IN 501(C)(3) LINE 1 N/A 0 BARTLESVILLE WESLEYAN COLLEGE ENDOWMENT 2201 SILVER LAKE ROAD BARTLESVILLE OK 74006 731243462 SUPPORTS THIS ORGANIZATION, OKLAHOMA WESLEYAN UNIVERSITY OK 501(C)(3) LINE 12B, II N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0