2021-05-14T15:27:15-05:00 2020-06-30 KPMG LLP 300 N GREENE ST STE 400 GREENSBORO NC 27401 990 2019-07-01 475652592 Global OU Inc % TERESA HENSON GLOB 4053255161 660 PARRINGTON OVAL ROOM 204 NORMAN OK 73019 TERESA HENSON TREASURER 4053253221 2021-05-17 true SHAWN M HUTCHINSON P01048557 3362753394 2021-05-17 2019 2022-09-23 18:48:47Z TERESA HENSON 660 PARRINGTON OVAL SUITE 104 NORMAN OK 73019 57719 false X N/A X 2015 OK TO SUPPORT THE ACTIVITIES, AFFAIRS, & PROGRAMS OF THE UNIVERSITY OF OKLAHOMA. 5 2 0 2 0 0 0 0 686879 57719 0 0 0 0 686879 57719 0 0 0 0 0 0 0 0 0 686879 57719 686879 57719 0 3808203 3808200 150003 150000 3658200 3658200 TO SUPPORT THE ACTIVITIES, AFFAIRS, & PROGRAMS OF THE UNIVERSITY OF OKLAHOMA. false false 18000 57719 TO HELP SUPPORT THE UNIVERSITY'S EDUCATIONAL PROGRAM IN BRAZIL. 18000 true false false false false false false false false false false false true false true false false false false true true false false false false false false false false true false false false false false false false false false false false false true true true true false false true X 0 0 0 false true BR IT false false false false false false false false X 5 2 false false false false true true true true false true false true true true true false false false false false OK X TERESA HENSON 4053255161 660 PARRINGTON OVAL RM 104 NORMAN OK 73019 KYLE HARPER DIRECTOR/PRESIDENT 1.0 39.0 X X 0 301704 50632 TERRY HENSON TREASURER 1.0 39.0 X 0 257589 71672 JILL IRVINE DIRECTOR/SECRETARY 1.0 39.0 X X 0 245479 48638 DAVID SURRATT DIRECTOR 1.0 39.0 X 0 237660 24766 GUY PATTON DIRECTOR/VICE PRESIDENT 1.0 0.0 X X 0 0 0 SCOTT FRITZEN DIRECTOR 1.0 39.0 X 0 0 0 0 1042432 195708 0 false true false NA 0 0 0 0 EDUCATIONAL PROGRAM SUPPORT 611710 57719 57719 57719 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 57719 57719 0 0 0 0 0 0 0 0 0 0 0 0 0 25609 25609 13340 13340 0 0 0 0 0 0 0 0 0 0 0 0 0 18000 18000 0 0 BANK FEES 770 770 57719 18000 39719 0 150003 149907 0 0 0 0 0 93 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3658200 3658200 0 0 0 0 3808203 3808200 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 150000 150000 150003 150000 X 3658200 3658200 0 0 3658200 3658200 3808203 3808200 0 X false false false X 0 3658200 0 0 0 3658200 0 0 0 3658200 0 0 0 3658200 0 3658200 0 0 0 3658200 1613720 X INVESTMENT IN SUBSIDIARIES 3658200 F 3658200 0 LOAN FROM UNIV. OF OKLAHOMA 150000 150000 false South America 1 1 Program Services EDUCATION PROGRAM 18000 Europe (Including Iceland and Greenland) 1 1 Investments 3658200 2 2 2 2 3676200 3676200 false false true false false false SCHEDULE F, PART I, LINE 3: In fiscal year 2020, Global OU's expenditures outside the U.S. included operational expenses associated with the University of Oklahoma's international educational program in Brazil. Global OU also continued to hold an investment in Santa Chiara SRL, a controlled foreign corporation, which owns and operates a monastery used as classrooms and student housing for the University of Oklahoma's international education program in Italy. false false false false false false false false false KYLE HARPER DIRECTOR/PRESIDENT 0 300874 0 0 0 830 0 25199 0 25433 0 352336 0 0 JILL IRVINE DIRECTOR/SECRETARY 0 204634 0 36454 0 4391 0 38824 0 9814 0 294117 0 0 DAVID SURRATT DIRECTOR 0 200098 0 4000 0 33562 0 18027 0 6739 0 262426 0 0 TERRY HENSON TREASURER 0 252877 0 0 0 4712 0 62663 0 9009 0 329261 0 0 SUPPLEMENTAL INFORMATION 1 SCHEDULE J, PART I, LINE 3: THE PRESIDENT OF GLOBAL OU INC. IS AN EMPLOYEE OF THE UNIVERSITY OF OKLAHOMA. GLOBAL OU INC. RELIES UPON THE UNIVERSITY OF OKLAHOMA TO ESTABLISH COMPARABLE COMPENSATION FOR ITS TOP MANAGEMENT OFFICIALS. MR. HARPERS COMPENSATION IS REVIEWED AND APPROVED BY THE UNIVERSITY OF OKLAHOMAS BOARD OF REGENTS. GENERAL STATEMENT 1 PART VI: SECTION A. GOVERNING BODY AND MANAGEMENT PART VI: QUESTIONS 6, 7A, AND 7B - PER GLOBAL OU'S BYLAWS, THE UNIVERSITY OF OKLAHOMA IS THE SOLE MEMBER OF THE ORGANIZATION. AS SUCH IT HAS THE POWER TO MANAGE AND DIRECT THE BUSINESS AND AFFAIRS OF THE ORGANIZATION. THE MEMBER IS ELIGIBLE AND AUTHORIZED TO VOTE, TO FURNISH ANY NECESSARY CONSENT OR APPROVAL, OR TO TAKE OTHER ACTION ON ANY ISSUE THAT MAY BE PROPERLY PRESENTED. IN ADDITION, THE MEMBER MUST APPROVE THE FOLLOWING: (1) ANY AMENDMENTS TO, RESTATEMENT OF, OR REPEAL OF THE CERTIFICATE OF INCORPORATION, (2) THE ELECTION OR APPOINTMENT OF THE BOARD, (3) THE MERGER OR CONSOLIDATION OF GLOBAL OU, INC. WITH OR ANY OTHER ENTITY, ENTERPRISE, AGENCY, OR BODY; THE SALE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE ORGANIZATION; OR THE ACQUISITION OF THE ORGANIZATION BY ANY OTHER ENTITY OR ENTERPRISE, (4) THE DISSOLUTION, LIQUIDATION, OR TERMINATION OF THE BUSINESS OF THE CORPORATION, (5) A CHANGE IN THE PURPOSES OF THE CORPORATION, AND (6) ANY DECISION TO FILE A VOLUNTARY PETITION UNDER ANY LAW HAVING FOR ITS PURPOSE THE ADJUDICATION OF THE ORGANIZATION AS BANKRUPT OR INSOLVENT OR THE TAKING OF ANY ACTION WITH RESPECT TO THE ORGANIZATION OR LIQUIDATION OF THE ORGANIZATION. PART VI: SECTION A. GOVERNING BODY AND MANAGEMENT PART VI, LINE 8B - GLOBAL OU, INC. DOES NOT HAVE ANY COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. AS SUCH, NO COMMITTEE MEETING MINUTES OR OTHER DOCUMENTATION HAVE BEEN REQUIRED. GENERAL STATEMENT 2 PART VI: SECTION A. GOVERNING BODY AND MANAGEMENT PART VI: QUESTION 9 - NAME & ADDRESS OF OFFICER & DIRECTOR WHO CANNOT BE REACHED AT THE ORGANIZATION'S MAILING ADDRESS. GUY PATTON 100 TIMBERDELL ROAD NORMAN, OK 73019-0685 GENERAL STATEMENT 3 PART VI: SECTION B. POLICIES PART VI: QUESTIONS 11A & 11B - THE ORGANIZATION ENGAGES A PAID PREPARER EXPERIENCED IN THE PREPARATION OF FORM 990 TO PREPARE THE FORM. THE PAID PREPARER EMAILS A COPY OF THE DRAFT RETURN FOR THE PRESIDENT AND VICE PRESIDENT TO REVIEW. ONCE REVIEWED, THE FINAL DRAFT FORM 990 WILL BE SENT TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO SIGNING. THE FINAL FORM 990 IS SIGNED BY THE TREASURER. GENERAL STATEMENT 4 PART VI: SECTION B. POLICIES PART VI: QUESTIONS 12A, 12B & 12C - GLOBAL OU HAS A CONFLICT OF INTEREST POLICY WHICH IT REQUIRES ALL INTERESTED PERSONS, INCLUDING OFFICERS AND DIRECTORS, TO DISCLOSE ANNUALLY INTEREST THAT COULD GIVE RISE TO CONFLICTS. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE CORPORATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. GENERAL STATEMENT 5 PART VI: SECTION B. POLICIES PART VI: QUESTIONS 13 & 14 - THE ORGANIZATION IS AFFILIATED WITH THE UNIVERSITY OF OKLAHOMA. ALTHOUGH THE ORGANIZATION HAS NOT ADOPTED ITS OWN WHISTLEBLOWER OR DOCUMENT RETENTION POLICIES, IT FOLLOWS THE POLICIES OF THE UNIVERSITY OF OKLAHOMA, WHICH DOES HAVE DETAILED, WRITTEN POLICIES REGARDING WHISTLEBLOWERS AND DOCUMENT RETENTION/DESTRUCTION. GENERAL STATEMENT 6 PART VI: SECTION C. DISCLOSURE PART VI: QUESTION 19 - THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. GENERAL STATEMENT 7 PART VI: SECTION C. DISCLOSURE PART VI: QUESTION 19 - THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. UNIVERSITY AMPHORA LLC 660 PARRINGTON OVAL ROOM 204 NORMAN OK 73019 475652592 SEE PART VII OK 0 0 SEE PART VII PELLEGO PROCUL LLC 660 PARRINGTON OVAL ROOM 204 NORMAN OK 73019 475652592 SEE PART VII OK 0 0 SEE PART VII PELLEGO PROCUL UNA LLC 660 PARRINGTON OVAL ROOM 204 NORMAN OK 73019 475652592 SEE PART VII OK 0 0 SEE PART VII PELLEGO PROCUL DUA LLC 660 PARRINGTON OVAL ROOM 204 NORMAN OK 73019 475652592 SEE PART VII OK 0 0 SEE PART VII ESTUDIAR LEJOS LLC 660 PARRINGTON OVAL ROOM 204 NORMAN OK 73019 475652592 SEE PART VII OK 0 0 SEE PART VII ESTUDIAR LEJOS UNO LLC 660 PARRINGTON OVAL ROOM 204 NORMAN OK 73019 475652592 SEE PART VII OK 0 0 SEE PART VII ESTUDIAR LEJOS DOS LLC 660 PARRINGTON OVAL ROOM 204 NORMAN OK 73019 475652592 SEE PART VII OK 0 0 SEE PART VII UNIVERSITY OF OKLAHOMA 660 PARRINGTON OVAL RM 204 NORMAN OK 73019 731377584 EDUCATION OK GOVT NA false SANTA CHIARA SRL 660 PARRINGTON OVAL ROOM 204 NORMAN OK 73019 475652592 SEE PART VII IT SEE PART VII C CORP -41947 1482787 1.00000 true UNIV OKLAHOMA INSTITUTO EDUCACIONAL LTDS 660 PARRINGTON OVAL ROOM 204 NORMAN OK 73019 475652592 SEE PART VII BR SEE PART VII C CORP -29814 887 1.00000 true false false false false true false false false false false false false false false true true false false UNIV OKLAHOMA INSTITUTO EDUCACIONAL LTDS P 18000 FMV SCHEDULE R, PART I, COLUMN B: THE PRIMARY ACTIVITY DESCRIPTION FOR ALL OF THE ENTITIES REPORTED IN PART I IS AS FOLLOWS: EDUCATIONAL PROGRAM SUPPORT SCHEDULE R, PART I, COLUMN F: THE FOLLOWING ENTITIES ARE DIRECTLY CONTROLLED BY GLOBAL OU, INC.: UNIVERSITY AMPHORA, LLC PELLEGO PROCUL, LLC ESTUDIAR LEJOS, LLC THE FOLLOWING ENTITIES ARE DIRECTLY CONTROLLED BY PELLEGO PROCUL, LLC, A DISREGARDED ENTITY OF GLOBAL OU, INC.: PELLEGO PROCUL UNA, LLC PELLEGO PROCUL DUA, LLC THE FOLLOWING ENTITIES ARE DIRECTLY CONTROLLED BY ESTUDIAR LEJOS, LLC, A DISREGARDED ENTITY OF GLOBAL OU, INC.: ESTUDIAR LEJOS UNO, LLC ESTUDIAR LEJOS DOS, LLC SCHEDULE R, PART IV, COLUMN B: THE PRIMARY ACTIVITY DESCRIPTION FOR ALL OF THE ENTITIES REPORTED IN PART IV IS AS FOLLOWS: EDUCATIONAL PROGRAM SUPPORT SCHEDULE R, PART IV, COLUMN D: SANTA CHIARA SRL IS DIRECTLY CONTROLLED BY UNIVERSITY AMPHORA, LLC, A DISREGARDED ENTITY OF GLOBAL OU, INC. THE UNIVERSITY OF OKLAHOMA INSTITUTO EDUCACIONAL LTDS. IS DIRECTLY CONTROLLED BY TWO DISREGARDED ENTITIES, PELLEGO PROCUL UNA, LLC AND PELLEGO PROCUL DUA, LLC, WHICH ARE IN TURN CONTROLLED BY ANOTHER DISREGARDED ENTITY, PELLEGRO PROCUL, LLC. BECAUSE ALL INTERVENING OWNERS ARE DISREGARDED ENTITIES, GLOBAL OU INDIRECTLY CONTROLS THE UNIVERSITY OF OKLAHOMA INSTITUTO EDUCACIONAL LTDS.