UNIVERSITY OF TULSA: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: UNIVERSITY OF TULSA (EIN 73-0579298)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-05-14
IRS object ID: 202541349349308219
Schema version: 2023v6.0
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
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	2025-05-14T13:53:46+00:00	ReturnTs
Tax Period End	2024-06-30	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	2023-07-01	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	Eric Schick	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	9186313244	PhoneNum
Signature	2025-05-14	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	April Arnold	PreparerPersonNm
PTIN	P01559426	PTIN
Phone	5612991820	PhoneNum
Preparation	2025-05-14	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	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	$375,938,078	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. GUIDED BY OUR COMMITMENT TO DIVERSITY, EQUITY, AND SERVICE, WE PREPARE INDIVIDUALS TO MAKE MEANINGFUL CONTRIBUTIONS TO OUR CAMPUS, OUR COMMUNITY, AND OUR WORLD.	ActivityOrMissionDesc
Voting Members Governing Body	25	VotingMembersGoverningBodyCnt
Voting Members Independent	24	VotingMembersIndependentCnt
Total Employee	2943	TotalEmployeeCnt
Total Volunteers	1828	TotalVolunteersCnt
Total Gross UBI	$2,103,812	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$1,847,467	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$58,641,468	PYContributionsGrantsAmt
CY Contributions Grants	$71,467,555	CYContributionsGrantsAmt
PY Program Service Revenue	$213,245,155	PYProgramServiceRevenueAmt
CY Program Service Revenue	$210,490,752	CYProgramServiceRevenueAmt
PY Investment Income	$29,287,829	PYInvestmentIncomeAmt
CY Investment Income	$44,113,412	CYInvestmentIncomeAmt
PY Other Revenue	$607,805	PYOtherRevenueAmt
CY Other Revenue	$4,219,985	CYOtherRevenueAmt
PY Total Revenue	$301,782,257	PYTotalRevenueAmt
CY Total Revenue	$330,291,704	CYTotalRevenueAmt
PY Grants And Similar Paid	$92,138,922	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$92,925,656	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$118,512,283	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$124,800,717	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$162,018	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$5,175,477	CYTotalFundraisingExpenseAmt
PY Other Expenses	$100,746,139	PYOtherExpensesAmt
CY Other Expenses	$118,859,036	CYOtherExpensesAmt
PY Total Expenses	$311,397,344	PYTotalExpensesAmt
CY Total Expenses	$336,747,427	CYTotalExpensesAmt
PY Revenues Less Expenses	-$9,615,087	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$6,455,723	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,636,061,084	TotalAssetsBOYAmt
Total Assets EOY	$1,654,320,413	TotalAssetsEOYAmt
Total Liabilities BOY	$152,627,913	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$148,754,569	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,483,433,171	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,505,565,844	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	$272,716,525	ExpenseAmt
Grant	$92,395,894	GrantAmt
Revenue	$177,914,283	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	$22,180,117	ExpenseAmt
Grant	$454,740	GrantAmt
Revenue	$18,638,065	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	$13,939,407	ExpenseAmt
Grant	$75,022	GrantAmt
Revenue	$13,938,404	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	$308,836,049	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
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	false	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	378	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	2943	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	false	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
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
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 (38 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	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
BRAD CARSON
PRESIDENT	40.0	1.0	Yes (X)	Yes (X)	$739,488	$0	$39,110
MARCIA MOTT MACLEOD
TRUSTEE/CHAIR	1.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
ALBERT MYERS SR
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
CLIFTON L TAULBERT
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
FRAUKE PETERSEN
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
JANA SHOULDERs
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
JERRY R GEISLER III
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
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
PAULA KUYKENDALL
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
THOMAS COOPER
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)	$204,664	$0	$20,727
ERIC SCHICK
CHIEF FINANCIAL OFFICER	40.0	1.0		Yes (X)	$412,582	$0	$23,906
GEORGE JUSTICE
PROVOST & EXECUTIVE VP	40.0	0.0		Yes (X)	$390,061	$0	$36,594
JENNIFER BENNETT
CHIEF OF STAFF & TRANSFORM	40.0	0.0		Yes (X)	$323,530	$0	$12,148
KAYLA HALE
VP ADVANCEMENT & ALUMNI ENG	40.0	0.0		Yes (X)	$189,757	$0	$8,744
MICHAEL D THESENVITZ
ASSOCIATE VP AND CONTROLLER	40.0	0.0		Yes (X)	$189,643	$0	$35,452
RICHARD DICKSON
VP & DIRECTOR OF ATHLETICS	40.0	0.0		Yes (X)	$499,895	$0	$28,172
ANGELA KOUPLEN
VP HR AND IT	40.0	0.0			$325,705	$0	$26,753	Yes (X)
ERIC KONKOL
MENS HEAD BASKETBALL COACH	40.0	0.0			$687,208	$0	$35,527	Yes (X)
KATHRYN TAYLOR
COLLINS COLLEGE OF BUSINESS DEAN	40.0	0.0			$278,048	$0	$396	Yes (X)
KEVIN R WILSON
FOOTBALL HEAD COACH	40.0	0.0			$797,385	$0	$41,903	Yes (X)
OREN GRIFFIN
COLLEGE OF LAW DEAN	40.0	0.0			$302,253	$0	$8,316	Yes (X)
JANET LEVIT
PROF/FORMER PRES & GEN COUNSEL	40.0	0.0			$265,505	$0	$15,371		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$5,605,724	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$333,119	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	205	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
Rumbledrum LLC
PO BOX 52279	TULSA	OK	74152	Event Services	$4,993,281
Roark Landscaping Corporation
PO BOX 200315	DALLAS	TX	75320	Landscaping	$4,641,569
BancFirst Insurance Services
13230 PAWNEE DR 205	OKLAHOMA CITY	OK	73114	Insurance	$3,544,384
EAB Global Inc dba EAB
2445 M ST NW	WASHINGTON	DC	20037	Enrollment/Admission services	$2,770,268
HES Intermediate Holdings LLC
9202 S NORTHSHORE DR	KNOXVILLE	TN	37922	Custodial Services	$1,886,162

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	62	CntrctRcvdGreaterThan100KCnt
Fundraising	$104,084	FundraisingAmt
Government Grants	$1,027,463	GovernmentGrantsAmt
All Other Contributions	$70,336,008	AllOtherContributionsAmt
Noncash Contributions	$8,208,137	NoncashContributionsAmt
Total Contributions	$71,467,555	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STUDENT TUITION & FEES	611710	$146,968,366	$146,968,366
AUXILLARY, ATHLETICS, HOUSING	611710	$35,033,639	$35,033,639
RESEARCH & SPONSORED PRODUCTS	611710	$18,638,065	$18,638,065
SALES OF EDUCATION DEPT	611710	$4,521,842	$4,521,842

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,328,840	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,328,840	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$210,490,752	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,654,251	TotalRevenueColumnAmt
Exclusion	$2,654,251	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$64,833	TotalRevenueColumnAmt
Exclusion	$64,833	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$595,162	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$41,787	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$553,375	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$553,375	TotalRevenueColumnAmt
Exclusion	$553,375	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$86,894,780	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$45,435,619	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$41,459,161	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$41,459,161	TotalRevenueColumnAmt
Exclusion	$41,459,161	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$6,950	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$104,084	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$168,968	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$162,018	TotalRevenueColumnAmt
Exclusion	-$162,018	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
INCOME FROM INVESTMENT K-1S	525990	$2,103,812	$2,103,812
OTHER REVENUE	900099	$1,659,983		$1,659,983

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	$3,763,795	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$330,291,704	TotalRevenueColumnAmt
Related Or Exempt Func Income	$210,490,752	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$2,103,812	UnrelatedBusinessRevenueAmt
Exclusion	$46,229,585	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$92,925,656	TotalAmt
Program Services	$92,925,656	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,000,034	TotalAmt
Program Services	$1,006,085	ProgramServicesAmt
Management And General	$1,959,376	ManagementAndGeneralAmt
Fundraising	$34,573	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$93,238,356	TotalAmt
Program Services	$87,485,132	ProgramServicesAmt
Management And General	$3,258,196	ManagementAndGeneralAmt
Fundraising	$2,495,028	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$2,351,316	TotalAmt
Program Services	$2,181,350	ProgramServicesAmt
Management And General	$101,249	ManagementAndGeneralAmt
Fundraising	$68,717	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$20,139,754	TotalAmt
Program Services	$18,675,695	ProgramServicesAmt
Management And General	$966,557	ManagementAndGeneralAmt
Fundraising	$497,502	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$6,071,257	TotalAmt
Program Services	$5,590,638	ProgramServicesAmt
Management And General	$323,158	ManagementAndGeneralAmt
Fundraising	$157,461	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$357,937	TotalAmt
Management And General	$357,937	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$255,456	TotalAmt
Management And General	$255,456	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$162,018	TotalAmt
Fundraising	$162,018	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$2,400,831	TotalAmt
Management And General	$2,400,831	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$37,327,834	TotalAmt
Program Services	$31,657,597	ProgramServicesAmt
Management And General	$5,254,514	ManagementAndGeneralAmt
Fundraising	$415,723	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,668,589	TotalAmt
Program Services	$1,668,389	ProgramServicesAmt
Fundraising	$200	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$26,605,422	TotalAmt
Program Services	$24,305,719	ProgramServicesAmt
Management And General	$1,804,776	ManagementAndGeneralAmt
Fundraising	$494,927	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$3,240,719	TotalAmt
Program Services	$2,457,637	ProgramServicesAmt
Management And General	$574,921	ManagementAndGeneralAmt
Fundraising	$208,161	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$5,692,914	TotalAmt
Program Services	$5,411,433	ProgramServicesAmt
Management And General	$228,128	ManagementAndGeneralAmt
Fundraising	$53,353	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$9,430,804	TotalAmt
Program Services	$9,177,616	ProgramServicesAmt
Management And General	$166,014	ManagementAndGeneralAmt
Fundraising	$87,174	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$3,874,670	TotalAmt
Program Services	$3,319,035	ProgramServicesAmt
Management And General	$115,389	ManagementAndGeneralAmt
Fundraising	$440,246	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$3,712,837	TotalAmt
Program Services	$2,869,369	ProgramServicesAmt
Management And General	$843,468	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$15,455,366	TotalAmt
Program Services	$11,534,990	ProgramServicesAmt
Management And General	$3,920,376	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$3,778,571	TotalAmt
Program Services	$3,778,571	ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
MEMBERSHIPS	$1,993,875	$1,727,926	$205,555	$60,394
BAD DEBT EXPENSE	$1,430,837	$1,430,837
EQUIPMENT RENTAL MAINTENANCE	$1,632,374	$1,632,374

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	$336,747,427	TotalAmt
Program Services	$308,836,049	ProgramServicesAmt
Management And General	$22,735,901	ManagementAndGeneralAmt
Fundraising	$5,175,477	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$26,064,112	BOYAmt
EOY	$7,609,247	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$15,011,841	BOYAmt
EOY	$20,866,251	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$10,888,726	BOYAmt
EOY	$16,122,242	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	$2,923,670	BOYAmt
EOY	$1,608,762	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$264,603	BOYAmt
EOY	$252,810	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$5,302,076	BOYAmt
EOY	$7,111,491	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$667,053,425	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$296,134,564	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$357,361,460	BOYAmt
EOY	$370,918,861	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$134,979,136	BOYAmt
EOY	$142,094,157	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$465,854,562	BOYAmt
EOY	$451,335,194	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$5,671,340	BOYAmt
EOY	$4,708,858	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$611,739,558	BOYAmt
EOY	$631,692,540	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,636,061,084	BOYAmt
EOY	$1,654,320,413	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$22,173,836	BOYAmt
EOY	$20,503,282	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$2,167,255	BOYAmt
EOY	$414,502	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$6,965,452	BOYAmt
EOY	$6,785,083	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$82,476,268	BOYAmt
EOY	$74,274,182	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	$2,599,507	BOYAmt
EOY	$33,726,168	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$36,245,595	BOYAmt
EOY	$13,051,352	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$152,627,913	BOYAmt
EOY	$148,754,569	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	$207,843,495	BOYAmt
EOY	$215,377,960	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,275,589,676	BOYAmt
EOY	$1,290,187,884	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,483,433,171	BOYAmt
EOY	$1,505,565,844	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,636,061,084	BOYAmt
EOY	$1,654,320,413	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$6,455,723	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$39,039,225	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$67,627,621	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
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	$0	FilingOrganizationsTotalAmt
Affiliated Group Total	$0	AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt
Affiliated Group Total	$0	AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$336,747,427	FilingOrganizationsTotalAmt
Affiliated Group Total	$343,699,104	AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$336,747,427	FilingOrganizationsTotalAmt
Affiliated Group Total	$343,699,104	AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt
Affiliated Group Total	$1,000,000	AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt
Affiliated Group Total	$250,000	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

Field	Value	IRS element (for citing)
Form4720 Filed	false	Form4720FiledInd

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	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
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	$250,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus1	$0	CurrentYearMinus1Amt
Current Year	$0	CurrentYearAmt
Total	$0	TotalAmt

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	$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$536,383,150	BeginningYearBalanceAmt
Contributions	$10,198,952	ContributionsAmt
Investment Earnings Or Losses	$6,803,602	InvestmentEarningsOrLossesAmt
Other Expenditures	$43,544,506	OtherExpendituresAmt
Administrative Expenses	$2,820,808	AdministrativeExpensesAmt
End Year Balance	$507,020,390	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.0472	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.9495	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	$455,232,731	OtherCostOrOtherBasisAmt
Depreciation	$165,751,418	DepreciationAmt
Book Value	$289,481,313	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$64,595,723	OtherCostOrOtherBasisAmt
Depreciation	$48,328,107	DepreciationAmt
Book Value	$16,267,616	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$75,961,065	OtherCostOrOtherBasisAmt
Depreciation	$51,763,885	DepreciationAmt
Book Value	$24,197,180	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$35,758,581	OtherCostOrOtherBasisAmt
Depreciation	$30,291,154	DepreciationAmt
Book Value	$5,467,427	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$370,918,861	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
HEDGE FUNDS	$187,435,582	F
PRIVATE EQUITY	$263,899,612	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$451,335,194	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt
DEPOSITS WITH BOND TRUSTEE	$8,453,909
FUNDS HELD IN TRUST BY OTHERS	$620,281,923
OPERATING LEASE ASSETS	$2,956,708

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$631,692,540	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
DEPOSITS PAYABLE	$1,567,233
OPERATING LEASE LIABILITIES	$2,946,958
DUE TO RELATED PARTY	$8,537,161

Field	Value	IRS element (for citing)
Total Liability	$13,051,352	TotalLiabilityAmt

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 (5 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean	Investments	$146,910,393
Europe (Including Iceland and Greenland)	Program Services	$390,851	STUDY ABROAD
Central America and the Caribbean	Program Services	$61,245	STUDY ABROAD
East Asia and the Pacific	Program Services	$31,901	STUDY ABROAD
Sub-Saharan Africa	Program Services	$18,539	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	$147,412,929	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$147,412,929	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; SUB-SAHARAN AFRICA-Accrual	ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Wine Festival	Event1Nm
Gross Receipts Event1	$41,753	GrossReceiptsEvent1Amt
Charitable Contri Event1	$34,803	CharitableContriEvent1Amt
Gross Revenue Event1	$6,950	GrossRevenueEvent1Amt
Food And Beverage Event1	$3,139	FoodAndBeverageEvent1Amt
Entertainment Event1	$85	EntertainmentEvent1Amt
Other Direct Expenses Event1	$13,692	OtherDirectExpensesEvent1Amt
Event2	KWGS	Event2Nm
Gross Receipts Event2	$52,844	GrossReceiptsEvent2Amt
Charitable Contri Event2	$52,844	CharitableContriEvent2Amt
Gross Revenue Event2	$0	GrossRevenueEvent2Amt
Other Direct Expenses Event2	$34,456	OtherDirectExpensesEvent2Amt
Other Events Total	1	OtherEventsTotalCnt
Gross Receipts Other Events	$16,437	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$16,437	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$0	GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events	$117,596	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$111,034	GrossReceiptsTotalAmt
Charitable Contributions Tot	$104,084	CharitableContributionsTotAmt
Gross Revenue Total Events	$6,950	GrossRevenueTotalEventsAmt
Food And Beverage Total Events	$3,139	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$85	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$165,744	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$168,968	DirectExpenseSummaryEventsAmt
Net Income Summary	-$162,018	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	4996	RecipientCnt
Cash Grant	$92,925,656	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	false	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 (14 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	$639,488	$0	$100,000	$0	$0	$0	$16,500	$0	$22,610	$0	$778,598	$0	$0	$0
JANET LEVIT
PROF/FORMER PRES & GEN COUNSEL	$264,473	$0	$0	$0	$1,032	$0	$13,250	$0	$2,121	$0	$280,876	$0	$0	$0
RICHARD DICKSON
VP & DIRECTOR OF ATHLETICS	$496,847	$0	$0	$0	$3,048	$0	$12,500	$0	$15,672	$0	$528,067	$0	$0	$0
GEORGE JUSTICE
PROVOST & EXECUTIVE VP	$340,061	$0	$50,000	$0	$0	$0	$16,500	$0	$20,094	$0	$426,655	$0	$0	$0
ERIC SCHICK
CHIEF FINANCIAL OFFICER	$362,582	$0	$50,000	$0	$0	$0	$3,146	$0	$20,760	$0	$436,488	$0	$0	$0
JENNIFER BENNETT
CHIEF OF STAFF & TRANSFORM	$271,946	$0	$50,000	$0	$1,584	$0	$10,833	$0	$1,315	$0	$335,678	$0	$0	$0
MICHAEL D THESENVITZ
ASSOCIATE VP AND CONTROLLER	$188,611	$0	$0	$0	$1,032	$0	$9,167	$0	$26,285	$0	$225,095	$0	$0	$0
CHERYL ANN DIXON
GENERAL COUNSEL	$203,632	$0	$0	$0	$1,032	$0	$10,333	$0	$10,394	$0	$225,391	$0	$0	$0
KAYLA HALE
VP ADVANCEMENT & ALUMNI ENG	$189,155	$0	$0	$0	$602	$0	$7,744	$0	$1,000	$0	$198,501	$0	$0	$0
KEVIN R WILSON
FOOTBALL HEAD COACH	$797,385	$0	$0	$0	$0	$0	$16,500	$0	$25,403	$0	$839,288	$0	$0	$0
ERIC KONKOL
MENS HEAD BASKETBALL COACH	$667,208	$0	$20,000	$0	$0	$0	$15,417	$0	$20,110	$0	$722,735	$0	$0	$0
ANGELA KOUPLEN
VP HR AND IT	$275,705	$0	$50,000	$0	$0	$0	$12,083	$0	$14,670	$0	$352,458	$0	$0	$0
OREN GRIFFIN
COLLEGE OF LAW DEAN	$295,253	$0	$7,000	$0	$0	$0	$0	$0	$8,316	$0	$310,569	$0	$0	$0
KATHRYN TAYLOR
COLLINS COLLEGE OF BUSINESS DEAN	$278,048	$0	$0	$0	$0	$0	$0	$0	$396	$0	$278,444	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule J, Part I, Line 1a First-class or charter travel	FormAndLineReferenceDesc
Explanation	Kevin Wilson 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.	ExplanationTxt

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	$9,120,000	$32,739,855	$2,206,862	$532,993	$30,000,000	2015	false	false	Yes (true)	Yes (true)
B	$8,254,000	$28,859,991	$1,899,700	$499,667		2015	false	Yes (true)	Yes (true)	Yes (true)	$26,460,624
C	$7,360,000	$21,336,301	$2,064,810	$413,521		2017	Yes (true)	false	Yes (true)	Yes (true)	$18,857,970
D	$8,468,000	$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	Any Research AgreementsAnyResearchAgreementsInd	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Private Bus Use By OthersPrivateBusUseByOthersPct
A	false	false	false	false	0.0	false	false	Yes (true)
B	false	false	false	false	0.0	false	false	Yes (true)
C	false	false	false	false	0.0	false	false	Yes (true)
D	false	false	Yes (true)	false	0.0328	false	false	Yes (true)	Yes (true)	0.0328

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	false	Yes (true)	false	false	false	false	Yes (true)
B	false	Yes (true)	false	false	false	false	Yes (true)
C	false	Yes (true)	false	false	false	false	Yes (true)
D	false	Yes (true)	false	false	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 Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	38	ContributionCnt
Noncash Contributions Rpt F990	$8,050,446	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	8	ContributionCnt
Noncash Contributions Rpt F990	$157,691	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	3	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 VI, Line 11b Review of form 990 by governing body	THE DIRECTOR OF ACCOUNTING AND PAYROLL 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 PROGRAM SERVICE - Total Revenue: 5328840, Related or Exempt Function Revenue: 5328840, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part IX, Line 11g Other Fees	CONSULTING SERVICES - Total Expense: 4664766, Program Service Expense: 4402338, Management and General Expenses: 238324, Fundraising Expenses: 24104; MAINTENANCE FEES - Total Expense: 10617916, Program Service Expense: 9483527, Management and General Expenses: 1134389, Fundraising Expenses: 0; PROFESSIONAL SERVICES - Total Expense: 22045152, Program Service Expense: 17771732, Management and General Expenses: 3881801, Fundraising Expenses: 391619;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	ENDOWMENT DISTRIBUTIONS OF REALIZED GAINS - 51353508; ADJUSTMENT FOR UNRECOGNIZED POSTRETIREMENT COSTS - 89647; UNRELATED BUISNESS INCOME FROM INVESTMENT K-1S - -2103812; CHANGE IN BENEFICIAL INTEREST IN FUNDS HELD BY OTHERS - 21025346; TRANSFER FROM RELATED ORGANIZATION - -2737068;
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	$0	UNIV TULSA
HEART OF TULSA EVENT SERVICES LLC
800 S TUCKER DR	TULSA	OK	74104	COMMUNITY EVENTS	OK	$506,710	$0	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

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	THE GILCREASE MANAGEMENT TRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	S	TransactionTypeTxt
Involved	$2,737,068	InvolvedAmt
Method Of Amount Determination	COST	MethodOfAmountDeterminationTxt

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	$0	$0	$336,747,427	$336,747,427	$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	$6,462,012	$6,462,012	$473,101	$118,275	$0	$0	$0
FAB LAB TULSA INC
501 S LEWIS AVE	TULSA	OK	74104	300638130	Yes (X)	$0	$0	$0	$248,594	$248,594	$49,719	$12,430	$0	$0	$0
FLT HOLDING INC
501 S LEWIS AVE	TULSA	OK	74104	862057310	Yes (X)	$0	$0	$0	$241,071	$241,071	$48,214	$12,054	$0	$0	$0