2021-05-17T10:07:21-05:00 2020-06-30 420714325 RSM US LLP 19026 RIDGEWOOD PKWY STE 400 SAN ANTONIO TX 78259 990 2019-07-01 730579265 OKLAHOMA CITY UNIVERSITY OKLA 4052085000 2501 N BLACKWELDER OKLAHOMA CITY OK 73106 WILLIAM ROSS ASSISTANT CONTROLLER 4052085000 2021-05-14 1 JOSEPHINE BEHREND P00357051 2108286281 2019 2022-09-23 18:48:47Z MARTHA BURGER 2501 N BLACKWELDER OKLAHOMA CITY OK 73106 131856269 0 X WWW.OKCU.EDU X 1904 OK OKLAHOMA CITY UNIVERSITY EMBRACES THE UNITED METHODIST TRADITION OF SCHOLARSHIP AND SERVICE AND WELCOMES ALL FAITHS IN A CULTURALLY RICH COMMUNITY DEDICATED TO STUDENT SUCCESS. MEN AND WOMEN PURSUE ACADEMIC EXCELLENCE THROUGH A RIGOROUS CURRICULUM FOCUSED ON STUDENTS' INTELLECTUAL, MORAL, AND SPIRITUAL DEVELOPMENT TO PREPARE THEM TO BECOME EFFECTIVE LEADERS IN SERVICE TO THEIR COMMUNITIES. 46 44 1588 250 0 0 13580661 8430964 87138830 87970250 5860501 17152887 2543530 2126805 109123522 115680906 30986346 33844156 0 0 44389881 42572092 0 0 1677757 32531414 30531848 107907641 106948096 1215881 8732810 301217318 339604842 89786945 125364676 211430373 214240166 X OKLAHOMA CITY UNIVERSITY EMBRACES THE UNITED METHODIST TRADITION OF SCHOLARSHIP AND SERVICE AND WELCOMES ALL FAITHS IN A CULTURALLY RICH COMMUNITY DEDICATED TO STUDENT SUCCESS. MEN AND WOMEN PURSUE ACADEMIC EXCELLENCE THROUGH A RIGOROUS CURRICULUM FOCUSED ON STUDENTS' INTELLECTUAL, MORAL, AND SPIRITUAL DEVELOPMENT TO PREPARE THEM TO BECOME EFFECTIVE LEADERS IN SERVICE TO THEIR COMMUNITIES. 0 0 92807350 32654767 82322734 INSTRUCTIONAL PROGRAMS. PROGRAMS INCLUDE ACADEMIC INSTRUCTION AND RELATED SERVICES FOR UNDERGRADUATE AND GRADUATE STUDENTS, INCLUDING FINANCIAL AID IN THE FORM OF SCHOLARSHIPS AND STUDENT AID. AVERAGE STUDENT ENROLLMENT FOR THE 2019-2020 ACADEMIC YEAR WAS 2614. 6529625 1189389 6617007 AUXILIARY SERVICES INCLUDE EXPENDITURES AND SERVICES THAT SUPPORT EDUCATIONAL ACTIVITIES, INCLUDING THE UNIVERSITY BOOKSTORE, ROOM AND BOARD, VENDING, AND OTHER VARIOUS OPERATIONS THAT SUPPORT THE MISSION OF THE UNIVERSITY. 99336975 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 1 1 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 211 0 1 1588 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 X 46 44 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 OK X OKLAHOMA CITY UNIVERSITY 4052085542 2501 N BLACKWELDER OKLAHOMA CITY OK 73106 JAMES ROTH DEAN 40.00 X 294026 0 8559 MARTHA BURGER PRESIDENT 40.00 X 275553 0 14267 STEVEN AGEE DEAN 40.00 X 233978 0 17687 CASEY ROSS UNIVERSITY GENERAL COUNSEL 40.00 X 187801 0 15056 MARK PARKER DEAN 40.00 X 173988 0 39296 LEE PEOPLES DIRECTOR 40.00 X 169860 0 36865 MICHAEL WILLIAMS ASSOCIATE DEAN 40.00 X 168015 0 44577 PAULA DALLEY ASSOCIATE DEAN 40.00 X 166002 0 14175 ROBERT GREVE BUSINESS FACULTY (12 MONTH) 40.00 X 157449 0 19831 AMY CATALDI DEAN 40.00 X 156291 0 21074 LOIS SALMERON DEAN 40.00 X 151236 0 8031 LYNANN STERK-BROOKS VICE PRESIDENT, ADVANCEMENT 40.00 X 149127 0 6603 RUSSELL EVANS PROFESSOR OF ECONOMICS, EXECUTIVE DIRECTOR 40.00 X 147847 0 14673 JACOB DEARMON PROFESSOR OF ECONOMICS, DIRECTOR 40.00 X 147600 0 18174 MARIA JONES PT FACULTY 40.00 X 143769 0 16473 KEVIN WINDHOLZ VICE PRESIDENT, ENROLLMENT/COMMUNICATIONS 40.00 X 143072 0 15430 CARLA SPIVACK PROFESSOR OF LAW 40.00 X 131398 0 24551 JOEY CROSLIN VICE PRESIDENT ,HUMAN RESOURCES 40.00 X 130789 0 16721 GERRY HUNT CHIEF INFORMATION OFFICER 40.00 X 129885 0 14674 AMY AYRES VICE PRESIDENT, STUDENT AFFAIRS 40.00 X 128623 0 6823 JEFFREY GROGAN PROFESSOR OF MUSIC 40.00 X 125118 0 30467 JAMES ABBOTT ASSISTANT VICE PRESIDENT, ATHLETICS 40.00 X 110618 0 15870 BRYCE ENGELBERT SENIOR DIRECTOR AND CONTROLLER 40.00 X 83942 0 12543 LAVETRA STEVENSON TRUSTEE 1.00 X 0 0 0 TAHROHON WAYNE TW SHANNON TRUSTEE 1.00 X 0 0 0 JEANNE HOFFMAN SMITH TRUSTEE 1.00 X 0 0 0 SALLY STARLING TRUSTEE 1.00 X 0 0 0 PATRICK T ROONEY TRUSTEE 1.00 X 0 0 0 TRAE TROUSDALE TRUSTEE 1.00 X 0 0 0 JERRY B VANNATTA TRUSTEE 1.00 X 0 0 0 JAMES WADE TRUSTEE 1.00 X 0 0 0 KATHY L WILLIAMS TRUSTEE 1.00 X 0 0 0 SHANNON RODENBERG TRUSTEE 1.00 X 0 0 0 MEG SALYER TRUSTEE 1.00 X 0 0 0 WILLIAM MEE TRUSTEE 1.00 X 0 0 0 ANN LACY TRUSTEE 1.00 X 0 0 0 GEORGE R RANDALL TRUSTEE 1.00 X 0 0 0 RICHARD PARRY TRUSTEE 1.00 X 0 0 0 HERMAN MEINDERS TRUSTEE 1.00 X 0 0 0 JUDY LOVE TRUSTEE 1.00 X 0 0 0 ROBERT E LONG TRUSTEE 1.00 X 0 0 0 JENEE NAIFEH LISTER TRUSTEE 1.00 X 0 0 0 KURT LEICHTER TRUSTEE 1.00 X 0 0 0 DAVID WILSON TRUSTEE 1.00 X 0 0 0 CATHY LEICHTER TRUSTEE 1.00 X 0 0 0 DON KIM TRUSTEE 1.00 X 0 0 0 TRICIA L EVEREST TRUSTEE 1.00 X 0 0 0 BILL JUNK TRUSTEE 1.00 X 0 0 0 EMMANUEL E EDEM TRUSTEE 1.00 X 0 0 0 NORMA GRAVLEY-QUINN TRUSTEE 1.00 X 0 0 0 JASON FOREMAN TRUSTEE 1.00 X 0 0 0 GERALD L GAMBLE TRUSTEE 1.00 X 0 0 0 JACK GOLSEN TRUSTEE 1.00 X 0 0 0 ANN JOHNSTONE TRUSTEE 1.00 X 0 0 0 MO GROTJOHN TRUSTEE 1.00 X 0 0 0 MICHAEL MICKEY HOMSEY TRUSTEE 1.00 X 0 0 0 JOE HOMSEY JR TRUSTEE 1.00 X 0 0 0 PHIL G BUSEY SR TRUSTEE 1.00 X 0 0 0 LOU KERR TRUSTEE 1.00 X 0 0 0 HENRY W BROWNE JR TRUSTEE 1.00 X 0 0 0 DERREK BELASE TRUSTEE 1.00 X 0 0 0 LOUISE BASS TRUSTEE 1.00 X 0 0 0 JAMES JIMMY NUNN RESIDENT BISHOP 1.00 X X 0 0 0 WILLIAM F SHDEED CHAIRMAN EMERITUS 1.00 X X 0 0 0 RONALD J NORICK IMMEDIATE PAST CHAIRMAN AND CHAIRMAN EMERITUS 1.00 X X 0 0 0 NICHOLAS HARROZ III TREASURER 1.00 X X 0 0 0 JANE JAYROE GAMBLE SECRETARY 1.00 X X 0 0 0 GARY HOMSEY VICE CHAIRMAN 1.00 X X 0 0 0 PAUL MCLAUGHLIN CHAIRMAN 1.00 X X 0 0 0 3705987 0 432420 67 0 1 0 COMPASS GROUP USA INC DBA CHARTWELLS 2400 YORKMONT RD CHAROLOTTE NC 282174511 CATERING/MEAL PLANS 2977261 WITT FIALA FLANNERY AND ASSOCIATES INC 211 S JEFFERSON AVE ST LOUIS MO 631032511 JANITORIAL SERVICES 730213 REGISTRY FOR COLLEGE AND UNIVERSITY PRES 3 CENTENNIAL DR PEABODY MA 019607931 EDUCATION CONTRACT LABOR SERVICES 429806 PS&L LLC ONE ROBERTS AVE GLENSIDE PA 190383412 MARKETING SERVICES 329528 PITZER'S LAWN MANAGEMENT INC 11401 S BROADWAY EDMOND OK 730848654 LAWN SERVICES 300121 16 346872 1879850 6204242 31455 8430964 TUITION AND FEES 611310 81173224 81173224 ROOM/BOARD REVENUES 611710 6030894 6030894 BOOKSTORE REVENUES 451211 270889 270889 ELS RENTAL INCOME 611710 208059 208059 ALL OTHER PROGAM SERVI 900099 180018 180018 107166 107166 87970250 4581438 4581438 244639 244639 908201 0 908201 908201 908201 16098186 12526374 16053111 0 45075 12526374 12571449 12571449 108497 346872 122252 -13755 -13755 ALL OTHER MISC REVENUE 900099 987720 969491 18229 987720 115680906 88939741 0 18310201 33844156 33844156 6543586 5028815 1203219 311552 29788494 27866614 1325325 596555 802414 753004 38002 11408 2951494 2568053 320970 62471 2486104 2266695 157566 61843 1281033 1281033 54513 9185 45328 113857 113857 362258 362258 6737621 6151192 545819 40610 939883 929644 9031 1208 2166908 1837899 199612 129397 1192322 407950 700942 83430 1176946 993437 183509 785518 734597 8626 42295 269629 200555 27667 41407 4324900 3607161 717739 8069770 7812637 257133 940452 907102 31820 1530 OTHER PROGRAM SERVICES 2116238 1774988 47199 294051 106948096 99336975 5933364 1677757 12826 15881 3206985 14194317 4341745 2828162 1609768 1726799 6410960 1979377 1759596 1467843 307183280 110029167 159247548 197154113 70990649 76632091 5223950 2494492 48413291 41111767 301217318 339604842 5966592 6065980 4763972 4842959 48458796 98091183 4356140 30597585 12008414 89786945 125364676 X 89201474 98262515 122228899 115977651 211430373 214240166 301217318 339604842 8732810 -5923017 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 111624202 666582 -2190434 5229388 104870962 100217852 2716138 15123116 6432904 111624202 91968220 1328885 10985675 4064928 100217852 82310440 2402451 11176673 3921344 91968220 84071991 1807368 433326 4002245 82310440 0.02730 0.60560 0.36710 1 0 1266398 10712115 11978513 192379148 55225668 137153480 40344058 12803514 27540544 59484385 41999985 17484400 2997176 2997176 197154113 BENEFICIAL INTERESTS IN TRUSTS 40412136 OTHER 217274 FEDERAL LOAN REIMBURSMENT 482357 41111767 DEPOSITS HELD IN CUSTODY FOR OTHERS 538501 ADVANCES FROM FEDERAL GOVT FOR PERKI 2818000 ANNUITIES PAYABLE 1679187 CAPITAL LEASE OBLIGATIONS 6972726 12008414 X 75738386 -5923017 -5923017 81661403 362258 33657245 34019503 115680906 72928593 0 72928593 362258 33657245 34019503 106948096 PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS INCLUDES EXPENDING FUNDS TOWARD SCHOLARSHIPS, FACULTY CHAIRS, FACILITIES MAINTENANCE, AND PROGRAM ENHANCEMENT. PART X, LINE 2: THE UNIVERSITY IS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE (THE CODE) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE. PROVISION HAS BEEN MADE, WHERE MATERIAL, FOR ANY TAXES DUE ON UNRELATED BUSINESS INCOME. AS OF JUNE 30, 2018 AND 2017, THERE WERE NO UNCERTAIN TAX BENEFITS IDENTIFIED AND RECORDED AS A LIABILITY. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE-NET IN VII -122,252. STUDENT AID/SCHOLARSHIP ASSISTANCE: NET PRESENTATION IN AUDIT REPORT 32,590,108. AUXILIARY DISCOUNT 1,189,389. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID/SCHOLARSHIP ASSISTANCE: NET PRESENTATION IN AUDIT REPORT 32,590,108. FUNDRAISING EXPENSE-NET IN VII -122,252. AUXILIARY DISCOUNT 1,189,389. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 OKLAHOMA CITY UNIVERSITY, IN COMPLIANCE WITH FEDERAL LAWS, DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, SEX, AGE, RELIGION, DISABILITY, OR STATUS AS A VETERAN IN ANY OF ITS POLICIES OR PROCEDURES, INCLUDING BUT NOT LIMITED TO ADMISSION, EMPLOYMENT, FINANCIAL AID, AND EDUCATION SERVICES. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY'S MAJOR PROGRAMS ARE: FEDERAL PELL GRANT PROGRAM, FEDERAL FAMILY EDUCATION LOAN PROGRAM, FEDERAL WORK STUDY PROGRAM, FEDERAL PERKINS LOAN PROGRAM, FEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITY, AND SCHOLARSHIPS FOR DISADVANTAGED STUDENTS. WOMEN IN LEADERSHIP 79025 40350 38675 19292 HALL OF HONOR 99390 76750 22640 53986 9 276954 229772 47182 48974 455369 346872 108497 122252 122252 -13755 1 STUDENT AID/SCHOLARSHIPS 2198 33844156 PART I, LINE 2: THE UNIVERSITY PROVIDES AND PROCESSES SCHOLARSHIPS TO STUDENTS MATRICULATING AT THE UNIVERSITY. FUNDS ISSUED TO STUDENTS MAY NOT EXCEED THE COST OF ATTENDANCE AND ARE POSTED TO THE SAME STUDENT ACCOUNT WHERE TUITION, FEES, AND ROOM AND BOARD ARE POSTED. X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 JAMES ROTH DEAN 294026 0 0 0 0 0 0 0 8559 0 302585 0 0 0 MARTHA BURGER PRESIDENT 275553 0 0 0 0 0 13750 0 517 0 289820 0 0 0 STEVEN AGEE DEAN 233978 0 0 0 0 0 11500 0 6187 0 251665 0 0 0 CASEY ROSS UNIVERSITY GENERAL COUNSEL 187801 0 0 0 0 0 9000 0 6056 0 202857 0 0 0 MARK PARKER DEAN 173988 0 0 0 0 0 33317 0 5979 0 213284 0 0 0 LEE PEOPLES DIRECTOR 169860 0 0 0 0 0 36256 0 609 0 206725 0 0 0 MICHAEL WILLIAMS ASSOCIATE DEAN 168015 0 0 0 0 0 44000 0 577 0 212592 0 0 0 PAULA DALLEY ASSOCIATE DEAN 166002 0 0 0 0 0 8498 0 5677 0 180177 0 0 0 ROBERT GREVE BUSINESS FACULTY (12 MONTH) 157449 0 0 0 0 0 7000 0 12831 0 177280 0 0 0 AMY CATALDI DEAN 156291 0 0 0 0 0 10500 0 10574 0 177365 0 0 0 LOIS SALMERON DEAN 151236 0 0 0 0 0 7500 0 531 0 159267 0 0 0 LYNANN STERK-BROOKS VICE PRESIDENT, ADVANCEMENT 149127 0 0 0 0 0 750 0 5853 0 155730 0 0 0 RUSSELL EVANS PROFESSOR OF ECONOMICS, EXECUTIVE DI 147847 0 0 0 0 0 3600 0 11073 0 162520 0 0 0 JACOB DEARMON PROFESSOR OF ECONOMICS, DIRECTOR 147600 0 0 0 0 0 5425 0 12749 0 165774 0 0 0 MARIA JONES PT FACULTY 143769 0 0 0 0 0 7500 0 8973 0 160242 0 0 0 KEVIN WINDHOLZ VICE PRESIDENT, ENROLLMENT/COMMUNICA 143072 0 0 0 0 0 7500 0 7930 0 158502 0 0 0 CARLA SPIVACK PROFESSOR OF LAW 131398 0 0 0 0 0 19000 0 5551 0 155949 0 0 0 JEFFREY GROGAN PROFESSOR OF MUSIC 125118 0 0 0 0 0 25000 0 5467 0 155585 0 0 0 A OK INDUST AUTHORITY REVENUE NOTE 730579265 2019-12-02 90760000 REDEMPTION FUND, COST 0 0 0 A 48711815 99346610 5602200 871649 27786876 14056000 2318010 2049 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 X 0 X 0 X 5624 FMV X 0 X 0 X 0 X 0 X 0 X 0 X 0 X 0 X 0 X 0 X 0 X 2 8000 FMV X 6 1794 FMV X 0 X 0 X 0 X 0 X 0 X 0 X EVENTS (SPORT EVENTS, SEMINARS, SPECIAL MEETINGS, ETC.) 10 11180 FMV X RENTALS (STAYS AT HOTEL, TEMP USING VEHICLES, ETC.) 7 2502 FMV X MISC/OTHER 4 1335 FMV X GIFT CARDS 13 1020 FMV 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 JANE JAYROE GAMBLE GERALD L. GAMBLE SECRETARY TRUSTEE FAMILY RELATIONSHIP - MARRIED FORM 990, PART VI, SECTION B, LINE 11B A COPY IS PRESENTED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND OTHER APPLICABLE MEMBERS OR EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS AND ANNUALLY ATTEST TO THEIR ADHERENCE TO THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL: EXECUTIVE COMMITTEE AND/OR BOARD OF TRUSTEES REVIEW NATIONAL SALARY AND BENEFIT DATA RELATED TO PRESIDENTS OF REGIONAL UNIVERSITIES AND PRIVATE MASTER'S LEVEL UNIVERSITIES. EMPLOYMENT CONTRACT REFLECTS THE OUTCOME OF THEIR DELIBERATION AND DECISIONS. LINE 15B - COMPENSATION PROCESS FOR OFFICERS: PRESIDENT MAKES DECISIONS IN CONSULTATION WITH PROVOST AND VP HUMAN RESOURCES, WHO HAVE ACCESS TO MARKET COMPARABILITY DATA. DECISIONS ARE DOCUMENTED VIA CONTRACTS WITH OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION UPON REQUEST.