2022-05-16T15:12:26-05:00 2021-06-30 481195228 KELLER & OWENS LLC 10955 LOWELL AVE STE 800 OVERLAND PARK KS 66210 990 2020-07-01 736085616 OKLAHOMA WESLEYAN UNIVERSITY OKLA 9183356243 2201 SILVER LAKE ROAD BARTLESVILLE OK 74006 DR JAMES DUNN PRESIDENT 9183356243 2022-05-16 1 DR JAMES DUNN 999009999 GREGORY D OWENS P00048643 9133383500 2022-05-16 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z DR JAMES DUNN 2201 SILVER LAKE ROAD BARTLESVILLE OK 74006 38139049 0 X WWW.OKWU.EDU X 1959 OK CHRISTIAN EDUCATION OF STUDENTS 30 29 580 40 0 0 2824633 6083922 21490739 21653736 331327 509654 152209 175418 24798908 28422730 7381092 7892790 0 0 10476211 11336929 0 0 139664 8425383 8740473 26282686 27970192 -1483778 452538 43120292 43343629 3646976 1969233 39473316 41374396 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 26471972 7892790 21834817 THE UNIVERSITY EDUCATED 1,032 STUDENTS IN THE FALL SEMESTER, AND 940 STUDENTS IN THE SPRING SEMESTER. 26471972 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 1 0 0 0 0 1 0 0 0 1 1769 0 580 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 30 29 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 MR JOHN QUINN TRUSTEE 1.00 X 0 0 0 MR RICHARD RHOADS TRUSTEE 1.00 X 0 0 0 MR ROB SWAGGER TRUSTEE 1.00 X 0 0 0 MR ROGER METCALF CHAIRMAN 1.00 X X 0 0 0 MR ROGER SKELLY VICE CHAIR 1.00 X X 0 0 0 MR STEPHEN COLAW TRUSTEE 1.00 X 0 0 0 MR WARD KOESER TRUSTEE 1.00 X 0 0 0 MR WARREN LITTLE TRUSTEE 1.00 X 0 0 0 MRS MARLA ADEE HOYER TRUSTEE 1.00 X 0 0 0 PETER SALMON TRUSTEE 1.00 X 0 0 0 REV ED ROTZ TRUSTEE 1.00 X 0 0 0 REV MARK FUHR TRUSTEE 1.00 X 0 0 0 REV MAX COLAW TRUSTEE 1.00 X 0 0 0 REV MICHAEL SKOR TRUSTEE 1.00 X 0 0 0 REV NATE ROVENSTINE TRUSTEE 1.00 X 0 0 0 REV TIM PURCELL TRUSTEE 1.00 X 0 0 0 REV WES SMITH TRUSTEE 1.00 X 0 0 0 MR KEVIN FREEMAN TRUSTEE 1.00 X 0 0 0 TREVOR SHAKIBA SECRETARY 1.00 X X 0 0 0 MR FRAN GONZALEZ TRUSTEE 1.00 X 0 0 0 DR BILLY WILSON TRUSTEE 1.00 X 0 0 0 DR ROBERT BINGAMAN TRUSTEE 1.00 X 0 0 0 DR STEPHEN BABBY TRUSTEE 1.00 X 0 0 0 DR VERLA POWERS TRUSTEE 1.00 X 0 0 0 MR JAMES OCCHIPINTI TRUSTEE 1.00 X 0 0 0 DR YORTON CLARK TRUSTEE 1.00 X 0 0 0 KYLE HUBBARD TRUSTEE 1.00 X 0 0 0 MR DON WALKER TREASURER 1.00 X X 0 0 0 MR DOUG WALL TRUSTEE 1.00 X 0 0 0 DR JIM DUNN PRESIDENT 40.00 X X 172973 0 89865 KEVIN OSBORN VICE PRESIDENT, ENROLLMENT MGMT 40.00 X 130067 0 22386 KORY PENCE VICE PRESIDENT, CREATIVE IMPACT 40.00 X 94998 0 30493 DAVID PRESTON EXEC DIR OF FDN BOARD 40.00 X 94136 0 17266 KYLE WHITE VICE PRESIDENT, STUDENT DE 40.00 X 111703 0 26620 ANDREA ZEPEDA CFO/VICE PRESIDENT, BUSINE 40.00 X 117324 0 27372 BRETT ANDREWS VICE PRESIDENT, GRAD/PROF STUDIES 40.00 X 141519 0 25647 MARK WEETER VICE PRESIDENT, ACADEMIC AFFAIRS 40.00 X 91920 0 59423 DR EVERETT PIPER FORMER PRESIDENT 40.00 X 266492 0 19669 1221132 0 318741 6 0 1 0 PIONEER COLLEGE CATERERS 2201 SILVER LAKE ROAD BARTLESVILLE OK 74006 CAMPUS FOOD SERVICE 948904 CAMPUS CONSORTIUM 55 EAST MONROE STREET SUITE 3460 CHICAGO IL 60603 IT CONSULTING 408338 RESOURCE ONE ADMINISTRATORS 100 S RIVERFRONT DR SUITE 400 JENKS OK 74037 HUMAN RESOURCES 323318 ELLUCIAN SUPPORT INC 4 COUNTRY VIEW RD MALVERN PA 19355 SOFTWARE SUPPORT 311336 STEPHENS MEDIA GROUP 2448 E 81ST ST S 5700 TULSA OK 74137 ADVERTISING 197334 8 58331 1346706 3720746 958139 73950 6083922 TUITION AND FEES 611310 18510760 18510760 ROOM & BOARD FEES 611310 3032463 3032463 CONFERENCE/CAMP REVENUE 611310 72059 72059 STUDENT FEES AND SERVICES 611310 33424 33424 PROGRAM RENTAL INCOME 531120 5030 5030 21653736 202016 202016 2478 2478 9986264 25502 9645412 58716 340852 -33214 307638 307638 4050 58331 12191 -8141 -8141 39897 0 39897 39897 MISCELLANEOUS 900099 97887 97887 BAD DEBT RECOVERY 900099 42002 42002 ACTUARIAL ADJUSTMENT 900099 1295 1295 141184 28422730 21834817 0 503991 7892790 7892790 1256484 639019 617465 254117 152470 101647 7274402 7123811 88780 61811 191737 122392 55468 13877 1831124 1683661 121583 25880 529065 518112 6457 4496 45000 45000 10792 10792 834940 808690 25768 482 1079178 1079178 103209 52511 47008 3690 1165159 1111934 48471 4754 443425 408364 28462 6599 2783 2783 1796109 1707201 75437 13471 480036 468127 10105 1804 INSTRUCTIONAL EXP AND S 1549089 1480859 66950 1280 STUDENT FOOD SERVICE 934230 934230 BAD DEBT EXPENSE 200000 200000 DUES AND SUBSCRIPTIONS 96523 88623 6380 1520 27970192 26471972 1358556 139664 X 6259552 5500316 99642 360673 1031632 1152616 53042 35899 284831 353820 49928012 24089748 26476385 25838264 7685657 9294071 570236 649946 278136 158024 381179 0 43120292 43343629 1078657 1458076 192737 179120 155050 155200 2220532 176837 3646976 1969233 X 31125380 31614490 8347936 9759906 39473316 41374396 43120292 43343629 452538 1448542 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 73950 260950 X X X 0 8317162 87959 1899559 189310 10115370 7873421 309613 300999 166871 8317162 7292792 266789 439802 125962 7873421 6774139 380601 533590 95538 7592792 6009216 282915 597906 115898 6774139 0.20670 0.52250 0.27080 0 0 821613 821613 36822748 14597278 22225470 11066833 9078647 1988186 1216818 413823 802995 25838264 DEPOSITS HELD 30761 ANNUITIES PAYABLE 1573 U.S. GRANTS REFUNDABLE 144503 176837 X 22016334 1448542 36453 12191 1497186 20519148 10792 7892790 7903582 28422730 20115254 36453 12191 48644 20066610 10792 7892790 7903582 27970192 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, 2021 AND, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 12,191. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 7,892,790. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 12,191. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 7,892,790. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 6 THE ORGANIZATION PARTICIPATES IN GOVERNMENT GRANT AND LOAN PROGRAMS FOR STUDENTS. BONANZA 62381 58331 4050 3410 7492 1289 62381 58331 4050 3410 7492 1289 12191 -8141 1 SCHOLARSHIPS 525 7892790 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 EVERETT PIPER FORMER PRESIDENT 266492 0 0 0 0 0 9984 0 9685 0 286161 0 0 0 DR JIM DUNN PRESIDENT 172973 0 0 0 0 0 51579 0 38286 0 262838 0 0 0 BRETT ANDREWS VICE PRESIDENT, GRAD/PROF STUDIES 141519 0 0 0 0 0 7739 0 17908 0 167166 0 0 0 KEVIN OSBORN VICE PRESIDENT, ENROLLMENT MGMT 130067 0 0 0 0 0 3769 0 18617 0 152453 0 0 0 MARK WEETER VICE PRESIDENT, ACADEMIC AFFAIRS 91920 0 0 0 0 0 22137 0 37286 0 151343 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 80545 COMPENSATION FOR SERVICES 0 LEANN LITTLE FAMILY MEMBER OF WARREN LITTLE, TRUSTEE 56256 COMPENSATION FOR SERVICES 0 BEN ROTZ FAMILY MEMBER OF ED ROTZ, TRUSTEE 68016 COMPENSATION FOR SERVICES 0 SCOTT SEYMOUR FAMILY MEMBER OF YORTON CLARK, TRUSTEE 24012 COMPENSATION FOR SERVICES 0 CALEB WILSON FAMILY MEMBER OF BILLY WILSON, TRUSTEE 25288 COMPENSATION FOR SERVICES 0 X 1 73950 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A THIRD PARTY INVESTMENT BROKER WHEN IT RECEIVES DONATED PUBLICLY TRADED STOCK. 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. WES SMITH AND ISAAC SMITH 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