UNIVERSITY OF TULSA: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF TULSA (EIN 73-0579298)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-04-13
IRS object ID
202001049349300870
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-04-13T13:47:19-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11201 Walnut Suite 1700AddressLine1Txt
CityKansas CityCityNm
State AbbreviationMOStateAbbreviationCd
ZIP641062246ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN730579298EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1University of TulsaBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MICHAEL D THESENVITZInCareOfNm
Business Name ControlUNIVBusinessNameControlTxt
Phone9186313244PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 S Tucker DriveAddressLine1Txt
CityTulsaCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74104ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL THESENVITZPersonNm
Person TitleASSOC. VP/CONTROLLERPersonTitleTxt
Phone9186313244PhoneNum
Signature2020-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael J EnglePreparerPersonNm
PTINP00482834PTIN
Phone8162216300PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.126.162IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id43372220201045000006FederalOriginalSubmissionId
Federal Original Submission Id2020-04-13FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB144830DC55092E8AD143C17330E778E1DD7CB33AtSubmissionCreationDeviceId
At Submission Filing Device Id2FDF6C8628F65582BED0B107C709513F48D8570BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMICHAEL D THESENVITZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 S TUCKER DRIVEAddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74104ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$341,730,258GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UTULSA.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1894FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionTHE UNIVERSITY OF TULSA IS A PRIVATE, INDEPENDENT DOCTORAL-DEGREE-GRANTING INSTITUTION WHOSE MISSION REFLECTS THESE CORE VALUES: (SEE SCHEDULE O)ActivityOrMissionDesc
Voting Members Governing Body31VotingMembersGoverningBodyCnt
Voting Members Independent30VotingMembersIndependentCnt
Total Employee3356TotalEmployeeCnt
Total Volunteers521TotalVolunteersCnt
Total Gross UBI$967,494TotalGrossUBIAmt
PY Contributions Grants$64,846,552PYContributionsGrantsAmt
CY Contributions Grants$50,405,486CYContributionsGrantsAmt
PY Program Service Revenue$209,526,564PYProgramServiceRevenueAmt
CY Program Service Revenue$210,956,767CYProgramServiceRevenueAmt
PY Investment Income$57,881,268PYInvestmentIncomeAmt
CY Investment Income$32,199,285CYInvestmentIncomeAmt
PY Other Revenue-$447,703PYOtherRevenueAmt
CY Other Revenue$1,628,575CYOtherRevenueAmt
PY Total Revenue$331,806,681PYTotalRevenueAmt
CY Total Revenue$295,190,113CYTotalRevenueAmt
PY Grants And Similar Paid$94,059,330PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$98,742,618CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$118,590,312PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$123,425,713CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$66,551PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$61,656CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$5,604,920CYTotalFundraisingExpenseAmt
PY Other Expenses$81,373,191PYOtherExpensesAmt
CY Other Expenses$82,124,662CYOtherExpensesAmt
PY Total Expenses$294,089,384PYTotalExpensesAmt
CY Total Expenses$304,354,649CYTotalExpensesAmt
PY Revenues Less Expenses$37,717,297PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$9,164,536CYRevenuesLessExpensesAmt
Total Assets BOY$1,539,891,437TotalAssetsBOYAmt
Total Assets EOY$1,535,930,838TotalAssetsEOYAmt
Total Liabilities BOY$188,227,736TotalLiabilitiesBOYAmt
Total Liabilities EOY$191,421,942TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,351,663,701NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,344,508,896NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$246,993,485ExpenseAmt
Grant$97,267,975GrantAmt
Revenue$184,597,757RevenueAmt
DescINSTRUCTION - THE UNIVERSITY SERVED APPROXIMATELY 3,300 UNDERGRADUATE AND 1,100 GRADUATE STUDENTS IN FISCAL YEAR ENDING JUNE 30, 2019. 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

FieldValueIRS element (for citing)
Expense$7,122,472ExpenseAmt
Grant$87,210GrantAmt
Revenue$16,395,889RevenueAmt
DescPUBLIC 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

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$15,513,235ExpenseAmt
Grant$1,387,433GrantAmt
Revenue$10,930,615RevenueAmt
DescRESEARCH - 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
FieldValueIRS element (for citing)
Total Program Service Expenses$269,629,192TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document412IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3356EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members31GoverningBodyVotingMembersCnt
Independent Voting Member30IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMICHAEL D THESENVITZPersonNm
Phone9186312583PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 S TUCKER DRIVEAddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP741043126ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
STEVEN BRADSHAW
TRUSTEE1.00.0Yes (X)$0$0$0
CLIFTON L TAULBERT
TRUSTEE1.00.0Yes (X)$0$0$0
A CHARLES FUNAI
TRUSTEE1.00.0Yes (X)$0$0$0
THOMAS COOPER
TRUSTEE1.00.0Yes (X)$0$0$0
J SCOTT DICKMAN
TRUSTEE1.00.0Yes (X)$0$0$0
FREDERIC DORWART
TRUSTEE/CHAIRMAN1.00.0Yes (X)$0$0$0Yes (X)
WILLIAM F FISHER JR
TRUSTEE1.00.0Yes (X)$0$0$0
KATHERINE G COYLE ESQ
TRUSTEE1.00.0Yes (X)$0$0$0
MARCIA MOTT MACLEOD
TRUSTEE1.00.0Yes (X)$0$0$0
SUSIE COLLINS HENTSCHEL
TRUSTEE1.00.0Yes (X)$0$0$0
ROGER B COLLINS
TRUSTEE1.00.0Yes (X)$0$0$0
RANDY FOUTCH
TRUSTEE1.00.0Yes (X)$0$0$0
SEAN ALEXANDER
TRUSTEE1.00.0Yes (X)$0$0$0
MATTHEW HAUTH
EX OFFICIO MEMBER1.00.0Yes (X)$0$0$0
ANTWANE OWENS
TRUSTEE1.00.0Yes (X)$0$0$0
JACK NEELY
TRUSTEE1.00.0Yes (X)$0$0$0
CHET CADIEUX
TRUSTEE1.00.0Yes (X)$0$0$0
BILL THOMAS
TRUSTEE1.00.0Yes (X)$0$0$0
SANJAY D MESHRI
TRUSTEE1.00.0Yes (X)$0$0$0
DANA S WEBER
TRUSTEE1.00.0Yes (X)$0$0$0
JAMES ADELSON
TRUSTEE1.00.0Yes (X)$0$0$0
R CASEY COOPER
TRUSTEE1.00.0Yes (X)$0$0$0
ELLEN ADELSON
TRUSTEE1.00.0Yes (X)$0$0$0
SUE ANN ARNALL
TRUSTEE1.00.0Yes (X)$0$0$0
KEITH GODDARD
TRUSTEE1.00.0Yes (X)$0$0$0
ANDREW MACKAY
TRUSTEE1.00.0Yes (X)$0$0$0
DAVID R EASTIN
TRUSTEE1.00.0Yes (X)$0$0$0
RANDI S WIGHTMAN
TRUSTEE1.00.0Yes (X)$0$0$0
ANDREW COMSTOCK
EX OFFICIO MEMBER1.00.0Yes (X)$0$0$0
GERARD CLANCY
TRUSTEE/PRESIDENT40.01.0Yes (X)$722,197$0$43,403Yes (X)
WILLIAM CARMODY
TRUSTEE1.00.0Yes (X)$0$0$0
MICHAEL D THESENVITZ
ASSOCIATE VP AND CONTROLLER40.00.0$146,092$0$29,712Yes (X)
DERRICK GRAGG
VP AND DIRECTOR OF ATHLETICS40.00.0$457,208$0$39,780Yes (X)
KAYLA HALE
VP PLANNING AND OUTREACH40.00.0$330,124$0$16,581Yes (X)
KEVAN BUCK
VP BUSINESS & FINANCE & TREAS.40.01.0$345,216$0$25,912Yes (X)
EARL JOHNSON
VP ENROLLMENT & STUDENT SVCS40.00.0$211,421$0$26,373Yes (X)
PETER J SANDMAN
DIR. OF FINANCIAL SERVICES40.00.0$80,984$0$19,276Yes (X)
JANET LEVIT
PROVOST AND VP ACADEMIC AFFAIR40.00.0$352,520$0$21,083Yes (X)
PHILLIP MONTGOMERY
HEAD FOOTBALL COACH40.00.0$1,659,999$0$38,866Yes (X)
SUSAN NEAL
VP FOR PUBLIC AFFAIRS40.00.0$257,425$0$35,543Yes (X)
GALE SULLENBERGER
PROFESSOR OF CIS & OPERATIONS40.00.0$248,009$0$29,468Yes (X)
WILLIAM YOUNG
ASSISTANT FOOTBALL COACH40.00.0$340,303$0$27,417Yes (X)
FRANK HAITH
HEAD BASKETBALL COACH40.00.0$2,140,014$0$39,185Yes (X)
ROGER N BLAIS
FORMER PROVOST AND VP ACADEMIC0.00.0$271,119$0$30,781Yes (X)
BILL BLANKENSHIP
FORMER HEAD FOOTBALL COACH0.00.0$316,250$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$7,878,881TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$423,380TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K217IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
WITT FIALA FLANNERY AND ASSOCIATES
2815 OLIVE STREETST LOUISMO63103GROUNDS & JANITORIAL$3,030,869
INVESTURE LLC
126 GARRETT ST SUITE JCHARLOTTESVILLEVA22902INVESTMENT MGMT$2,345,913
RUFFALO CODY LLC
1025 KIRKWOOD PARKWAY SWCEDAR RAPIDSIA52404ENROLLMENT MGMT$822,065
H3 STRATEGIC COMMUNICATIONS
6542 E 85TH STTULSAOK74133CONSULTING$384,000
PHILLIPS GOMEZ INC
ONE WILLIAMS CTR STE 263TULSAOK74172CONSULTING ENGINEERS$425,958
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K17CntrctRcvdGreaterThan100KCnt
Fundraising$187,729FundraisingAmt
Government Grants$872,994GovernmentGrantsAmt
All Other Contributions$49,344,763AllOtherContributionsAmt
Noncash Contributions$3,304,735NoncashContributionsAmt
Total Contributions$50,405,486TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STUDENT TUITION & FEES611710$155,854,175$155,854,175
AUXILLARY, ATHLETICS, HOUSING611710$27,779,318$27,779,318
RESEARCH & SPONSORED PRODUCTS611710$16,395,889$16,395,889
SALES OF EDUCATION DEPT611710$6,546,318$6,546,318
_

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,381,067TotalRevenueColumnAmt
Related Or Exempt Func Income$4,381,067RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$210,956,767TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,807,405TotalRevenueColumnAmt
Exclusion$3,807,405ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$471,786TotalRevenueColumnAmt
Exclusion$471,786ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$199,661RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$41,591RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$158,070RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$158,070TotalRevenueColumnAmt
Exclusion$158,070ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$72,141,825SecuritiesAmt
Other$2,619,745OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$46,369,690SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$25,772,135SecuritiesAmt
Other$2,619,745OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,391,880TotalRevenueColumnAmt
Exclusion$28,391,880ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$160,089FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$187,729ContriRptFundraisingEventAmt
Fundraising Direct Expenses$128,864FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,225TotalRevenueColumnAmt
Exclusion$31,225ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescINCOME FROM INVESTMENT K-1SDesc
Business525990BusinessCd
Total Revenue Column$967,494TotalRevenueColumnAmt
Unrelated Business Revenue$967,494UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$967,494OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$295,190,113TotalRevenueColumnAmt
Related Or Exempt Func Income$210,956,767RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$967,494UnrelatedBusinessRevenueAmt
Exclusion$32,860,366ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$98,742,618TotalAmt
Program Services$98,742,618ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,588,786TotalAmt
Program Services$1,014,366ProgramServicesAmt
Management And General$1,239,651ManagementAndGeneralAmt
Fundraising$334,769FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$92,599,735TotalAmt
Program Services$84,282,993ProgramServicesAmt
Management And General$5,709,482ManagementAndGeneralAmt
Fundraising$2,607,260FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$7,083,015TotalAmt
Program Services$6,309,897ProgramServicesAmt
Management And General$546,216ManagementAndGeneralAmt
Fundraising$226,902FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$15,029,636TotalAmt
Program Services$13,785,377ProgramServicesAmt
Management And General$833,395ManagementAndGeneralAmt
Fundraising$410,864FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,124,541TotalAmt
Program Services$5,483,901ProgramServicesAmt
Management And General$450,485ManagementAndGeneralAmt
Fundraising$190,155FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$638,569TotalAmt
Management And General$638,569ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$428,333TotalAmt
Management And General$428,333ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$61,656TotalAmt
Fundraising$61,656FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,338,202TotalAmt
Management And General$2,338,202ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$12,606,012TotalAmt
Program Services$10,161,316ProgramServicesAmt
Management And General$1,944,652ManagementAndGeneralAmt
Fundraising$500,044FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$17,096,465TotalAmt
Program Services$14,435,975ProgramServicesAmt
Management And General$2,144,083ManagementAndGeneralAmt
Fundraising$516,407FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,469,970TotalAmt
Program Services$10,691ProgramServicesAmt
Management And General$4,459,279ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,139,435TotalAmt
Program Services$4,702,210ProgramServicesAmt
Management And General$395,518ManagementAndGeneralAmt
Fundraising$41,707FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,716,573TotalAmt
Program Services$7,528,731ProgramServicesAmt
Management And General$114,190ManagementAndGeneralAmt
Fundraising$73,652FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$6,003,997TotalAmt
Management And General$6,003,997ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$14,720,820TotalAmt
Program Services$14,720,820ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,779,188TotalAmt
Program Services$1,345,781ProgramServicesAmt
Management And General$1,422,899ManagementAndGeneralAmt
Fundraising$10,508FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
ENTERTAINMENT$3,137,698$2,503,462$196,811$437,425
MEMBERSHIPS$2,131,323$1,683,053$254,699$193,571
BAD DEBT EXPENSE$2,066,614$2,066,538$76
EQUIPMENT RENTAL MAINTENANCE$777,560$777,560

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$73,903TotalAmt
Program Services$73,903ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$304,354,649TotalAmt
Program Services$269,629,192ProgramServicesAmt
Management And General$29,120,537ManagementAndGeneralAmt
Fundraising$5,604,920FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$20,134,339BOYAmt
EOY$15,950,241EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,043,810EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$21,521,706BOYAmt
EOY$14,605,036EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$13,956,030BOYAmt
EOY$17,410,406EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$7,842,131BOYAmt
EOY$6,846,324EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$275,127BOYAmt
EOY$270,754EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,693,033BOYAmt
EOY$3,291,707EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$613,525,329LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$239,439,458LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$384,048,101BOYAmt
EOY$374,085,871EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$223,062,176BOYAmt
EOY$209,557,566EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$275,114,400BOYAmt
EOY$299,449,948EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$4,265,859BOYAmt
EOY$3,353,853EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$585,978,535BOYAmt
EOY$590,065,322EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,539,891,437BOYAmt
EOY$1,535,930,838EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$22,959,829BOYAmt
EOY$23,106,122EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$6,589,340BOYAmt
EOY$6,679,829EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$13,886,897BOYAmt
EOY$13,758,746EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$128,530,075BOYAmt
EOY$121,512,197EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$13,657,212BOYAmt
EOY$23,498,198EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,604,383BOYAmt
EOY$2,866,850EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$188,227,736BOYAmt
EOY$191,421,942EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$208,485,807BOYAmt
EOY$196,049,054EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$245,320,690BOYAmt
EOY$238,801,453EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$897,857,204BOYAmt
EOY$909,658,389EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,351,663,701BOYAmt
EOY$1,344,508,896EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,539,891,437BOYAmt
EOY$1,535,930,838EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$9,164,536ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$22,358,884NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$24,368,615OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Organization Belongs Afflt GrpYes (X)OrganizationBelongsAffltGrpInd

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Affiliated Group Total$0AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$304,354,649FilingOrganizationsTotalAmt
Affiliated Group Total$311,446,524AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$304,354,649FilingOrganizationsTotalAmt
Affiliated Group Total$311,446,524AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

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

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
Affiliated Group Total$250,000AffiliatedGroupTotalAmt
FieldValueIRS element (for citing)
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
Form4720 FiledfalseForm4720FiledInd

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus2$0CurrentYearMinus2Amt
Total$0TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus2$0CurrentYearMinus2Amt
Total$0TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$529,570,858BeginningYearBalanceAmt
Contributions$4,108,457ContributionsAmt
Investment Earnings Or Losses$30,258,387InvestmentEarningsOrLossesAmt
Other Expenditures$25,216,350OtherExpendituresAmt
Administrative Expenses$2,338,202AdministrativeExpensesAmt
End Year Balance$536,383,150EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$493,872,170BeginningYearBalanceAmt
Contributions$21,460,768ContributionsAmt
Investment Earnings Or Losses$42,286,041InvestmentEarningsOrLossesAmt
Other Expenditures$26,175,069OtherExpendituresAmt
Administrative Expenses$1,873,052AdministrativeExpensesAmt
End Year Balance$529,570,858EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$457,372,423BeginningYearBalanceAmt
Contributions$9,577,450ContributionsAmt
Investment Earnings Or Losses$59,543,974InvestmentEarningsOrLossesAmt
Other Expenditures$29,995,140OtherExpendituresAmt
Administrative Expenses$2,626,537AdministrativeExpensesAmt
End Year Balance$493,872,170EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$485,615,759BeginningYearBalanceAmt
Contributions$22,793,701ContributionsAmt
Investment Earnings Or Losses-$26,242,522InvestmentEarningsOrLossesAmt
Other Expenditures$23,052,264OtherExpendituresAmt
Administrative Expenses$1,742,251AdministrativeExpensesAmt
End Year Balance$457,372,423EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$463,252,199BeginningYearBalanceAmt
Contributions$15,236,562ContributionsAmt
Investment Earnings Or Losses$31,440,150InvestmentEarningsOrLossesAmt
Other Expenditures$21,997,784OtherExpendituresAmt
Administrative Expenses$2,315,368AdministrativeExpensesAmt
End Year Balance$485,615,759EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.09730BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.89940PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00330TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$34,214,976OtherCostOrOtherBasisAmt
Book Value$34,214,976BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$431,055,781OtherCostOrOtherBasisAmt
Depreciation$123,252,508DepreciationAmt
Book Value$307,803,273BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$50,630,178OtherCostOrOtherBasisAmt
Depreciation$37,604,186DepreciationAmt
Book Value$13,025,992BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$57,512,741OtherCostOrOtherBasisAmt
Depreciation$44,388,111DepreciationAmt
Book Value$13,124,630BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$40,111,653OtherCostOrOtherBasisAmt
Depreciation$34,194,653DepreciationAmt
Book Value$5,917,000BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$374,085,871TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
HEDGE FUNDS$240,600,725F
PRIVATE EQUITY$58,849,223F
FieldValueIRS element (for citing)
Total Book Value Securities$299,449,948TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
DEPOSITS WITH BOND TRUSTEE$16,168,749
FUNDS HELD IN TRUST BY OTHERS$573,896,573
FieldValueIRS element (for citing)
Total Book Value Other Assets$590,065,322TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEPOSITS PAYABLEDesc
Amt$2,866,850Amt
FieldValueIRS element (for citing)
Total Liability$2,866,850TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART III, LINE 1ABOOK COLLECTIONS AND OTHER ART ARE HELD IN THE UNIVERSITY'S SPECIAL COLLECTIONS HOUSE IN MCFARLIN LIBRARY. THESE ARE NOT FOR PUBLIC VIEWING BUT ARE HELD FOR SCHOLARLY RESEARCH.
SCHEDULE D, PART III, LINE 4THE 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 4THE UNIVERSITY OF TULSA'S ENDOWMENT FUNDS ARE PRIMARILY USED FOR SCHOLARSHIPS, FACULTY POSITIONS, AND OTHER OPERATING PURPOSES.
SCHEDULE D, PART X, LINE 2MANAGEMENT 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 E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE UNIVERSITY OF TULSA PUBLISHES ITS EEO/AA STATEMENT ON ALL PUBLICATIONS, INCLUDING CLASS BULLETINS AND CLASS SCHEDULES AND ON ALL PRINT ADVERTISEMENTS.
SCHEDULE E, PART I, LINE 6ATHE UNIVERSITY OF TULSA PARTICIPATES IN STUDENT FINANCIAL ASSISTANCE PROGRAMS OF 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

FieldValueIRS element (for citing)
RegionCentral America and the CaribbeanRegionTxt
Type Of Activities ConductedINVESTMENTSTypeOfActivitiesConductedTxt
Region Total Expenditures$161,453,290RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Spent$161,453,290SubtotalSpentAmt
Total Spent$161,453,290TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE F, PART I, LINE 3, COLUMN FFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION USES THE ACCRUAL METHOD OF ACCOUNTING FOR THE INVESTMENTS.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonBLACKMON GROUPPersonNm
ActivityUNDERWRITE SALES SRVSActivityTxt
Fundraiser Control Of FundsYes (true)FundraiserControlOfFundsInd
Gross Receipts$307,028GrossReceiptsAmt
Retained By Contractor$61,656RetainedByContractorAmt
Net To Organization$245,372NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$307,028TotalGrossReceiptsAmt
Total Retained By Contractors$61,656TotalRetainedByContractorsAmt
Total Net To Organization$245,372TotalNetToOrganizationAmt
Licensed StatesOKLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1UNDER THE BIG TEvent1Nm
Gross Receipts Event1$99,188GrossReceiptsEvent1Amt
Charitable Contri Event1$4,205CharitableContriEvent1Amt
Gross Revenue Event1$94,983GrossRevenueEvent1Amt
Rent Facility Costs Event1$3,356RentFacilityCostsEvent1Amt
Food And Beverage Event1$10,161FoodAndBeverageEvent1Amt
Entertainment Event1$1,981EntertainmentEvent1Amt
Other Direct Expenses Event1$9,187OtherDirectExpensesEvent1Amt
Event2WINE FESTIVALEvent2Nm
Gross Receipts Event2$149,496GrossReceiptsEvent2Amt
Charitable Contri Event2$103,232CharitableContriEvent2Amt
Gross Revenue Event2$46,264GrossRevenueEvent2Amt
Rent Facility Costs Event2$5,002RentFacilityCostsEvent2Amt
Food And Beverage Event2$4,872FoodAndBeverageEvent2Amt
Entertainment Event2$1,500EntertainmentEvent2Amt
Other Direct Expenses Event2$38,821OtherDirectExpensesEvent2Amt
Other Events Total4OtherEventsTotalCnt
Gross Receipts Other Events$99,134GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$80,292CharitableContriOtherEventsAmt
Gross Revenue Other Events$18,842GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$534NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$138RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$1,349FoodAndBeverageOtherEventsAmt
Entertainment Other Events$6,588EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$45,375OthDirectExpnssOtherEventsAmt
Gross Receipts Total$347,818GrossReceiptsTotalAmt
Charitable Contributions Tot$187,729CharitableContributionsTotAmt
Gross Revenue Total Events$160,089GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$534NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$8,496RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$16,382FoodAndBeverageTotalEventsAmt
Entertainment Total Events$10,069EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$93,383OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$128,864DirectExpenseSummaryEventsAmt
Net Income Summary$31,225NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeUNIVERSITY SCHOLARSHIPS, FELLOWSHIPS, AND GRANTSGrantTypeTxt
Recipient5311RecipientCnt
Cash Grant$98,742,618CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationALL 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 AWARDING TIME PERIOD. IF ANY CHANGES TO A STUDENT'S STATUS OCCUR, WE REVIEW THE STUDENT'S AID PACKAGE COMPONENTS TO ENSURE THAT 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

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Discretionary Spending AcctYes (X)DiscretionarySpendingAcctInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MICHAEL D THESENVITZ
ASSOCIATE VP AND CONTROLLER$145,012$0$0$0$1,080$0$8,803$0$20,909$0$175,804$0$0$0
DERRICK GRAGG
VP AND DIRECTOR OF ATHLETICS$418,560$0$20,000$0$18,648$0$20,785$0$18,995$0$496,988$0$0$0
KAYLA HALE
VP PLANNING AND OUTREACH$303,295$0$15,142$0$11,687$0$15,415$0$1,166$0$346,705$0$0$0
KEVAN BUCK
VP BUSINESS & FINANCE & TREAS.$317,966$0$0$0$27,250$0$16,276$0$9,636$0$371,128$0$0$0
EARL JOHNSON
VP ENROLLMENT & STUDENT SVCS$210,341$0$0$0$1,080$0$11,425$0$14,948$0$237,794$0$0$0
GERARD CLANCY
TRUSTEE/PRESIDENT$619,931$0$0$0$102,266$0$21,625$0$21,778$0$765,600$0$0$0
JANET LEVIT
PROVOST AND VP ACADEMIC AFFAIR$292,388$0$40,000$0$20,132$0$17,410$0$3,673$0$373,603$0$0$0
ROGER N BLAIS
FORMER PROVOST AND VP ACADEMIC$249,246$0$0$0$21,873$0$14,193$0$16,588$0$301,900$0$0$0
PHILLIP MONTGOMERY
HEAD FOOTBALL COACH$1,638,593$0$0$0$21,406$0$19,938$0$18,928$0$1,698,865$0$0$0
SUSAN NEAL
VP FOR PUBLIC AFFAIRS$254,761$0$0$0$2,664$0$13,675$0$21,868$0$292,968$0$0$0
GALE SULLENBERGER
PROFESSOR OF CIS & OPERATIONS$234,169$0$0$0$13,840$0$13,125$0$16,343$0$277,477$0$0$0
WILLIAM YOUNG
ASSISTANT FOOTBALL COACH$335,803$0$0$0$4,500$0$17,050$0$10,367$0$367,720$0$0$0
FRANK HAITH
HEAD BASKETBALL COACH$1,764,149$0$360,000$0$15,865$0$20,313$0$18,872$0$2,179,199$0$0$0
BILL BLANKENSHIP
FORMER HEAD FOOTBALL COACH$316,250$0$0$0$0$0$0$0$0$0$316,250$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE J, PART I, LINE 1AFormAndLineReferenceDesc
ExplanationTHE UNIVERSITY OF TULSA (TU) HAS PROVIDED THE FOLLOWING BENEFITS THAT ARE INCLUDED AS TAXABLE INCOME IN THE FOLLOWING OFFICERS, TRUSTEES, OR KEY EMPLOYEES W-2S: GERARD CLANCY: SPOUSAL TRAVEL, CHARTER TRAVEL, GROSS-UP PAYMENTS, DISCRETIONARY SPENDING, HOUSING ALLOWANCE, PERSONAL SERVICES AND CLUB DUES. KEVAN BUCK: CLUB DUES FRANK HAITH: CHARTER TRAVEL DERRICK GRAGG: CHARTER TRAVEL PHILLIP MONTGOMERY: CHARTER TRAVEL WILLIAM YOUNG: CHARTER TRAVELExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
TULSA INDUSTRIAL AUTHORITY
A731372018899676LW82009-03-02$35,039,575SEE PART VIfalsefalsefalse
TULSA INDUSTRIAL AUTHORITY
B731372018899676ML12011-03-22$30,323,703SEE PART VIfalsefalsefalse
TULSA INDUSTRIAL AUTHORITY
C73137201889965QBC12013-11-20$32,739,855BUILD STUDENT DORMITORYfalsefalsefalse
TULSA INDUSTRIAL AUTHORITY
D7313720182013-12-17$10,000,000SEE PART VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$3,630,000$0$35,039,575$1,012,578$0$0$581,997$0$0$0$33,445,000$02009Yes (true)falseYes (true)Yes (true)
B$11,760,000$0$30,323,703$2,753,912$0$0$573,058$0$0$8,149,287$18,847,446$02012Yes (true)falseYes (true)Yes (true)
C$4,150,000$0$32,739,855$2,203,862$0$0$532,993$0$0$30,000,000$0$02015falsefalseYes (true)Yes (true)
D$7,857,143$0$10,000,000$0$0$0$75,685$0$0$9,924,315$0$02015falsefalseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0falsefalsefalseYes (true)
Bfalsefalsefalsefalse0falsefalsefalseYes (true)
Cfalsefalsefalsefalse0falsefalsefalseYes (true)
Dfalsefalsefalsefalse0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalseYes (true)falsefalsefalse0falseYes (true)
0
BfalseYes (true)falsefalsefalse0falseYes (true)
0
CfalseYes (true)falsefalsefalse0falseYes (true)
0
DfalseYes (true)Yes (true)falsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
GROUP 1, PART I, ROW A, COLUMN (F)FUNDS TO REFUND A PRIOR ISSUE SERIES - 1996B-3/21/1996
GROUP 1, PART 1, ROW B, COLUMN (F)BUILDING AND REFUND PRIOR ISSUE 3/21/1996
GROUP 1, PART 1, ROW D, COLUMN (F)CAMPUS TECHNOLOGY AND INFRASTRUCTURE IMPROVEMENTS
GROUP 1, PART IV, LINE 2C, COLUMN ADATE THE REBATE COMPUTATION WAS PERFORMED: 7/8/2019
GROUP 1, PART IV, LINE 2C, COLUMN BDATE THE REBATE COMPUTATION WAS PERFORMED: 7/8/2019
GROUP 1 PART IV, LINE 2C, COLUMN CDATE THE REBATE COMPUTATION WAS PERFORMED: 7/8/2019
GROUP 1, PART IV, LINE 2C, COLUMN DDATE THE REBATE COMPUTATION WAS PERFORMED: 7/8/2019
GROUP 2, PART I, ROW A, COLUMN (F)FUNDS TO REFUND A PRIOR ISSUE SERIES - 2006-7/28/2006
GROUP 2, PART I, ROW B, COLUMN (F)PROCEEDS FROM THE 2017 SERIES BOND WERE USED TO ADVANCE REFUND $27,715 IN AGGREGATE PRINCIPAL AMOUNT OF THE 2006 SERIES BONDS MATURING OCTOBER 1, 2018 THROUGH 2031.
GROUP 2, PART IV, LINE 2C, COLUMN ADATE THE REBATE COMPUTATION WAS PERFORMED: 7/8/2019
GROUP 2, PART IV, LINE 2C, COLUMN BDATE THE REBATE COMPUTATION WAS PERFORMED: 7/8/2019

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
TULSA INDUSTRIAL AUTHORITY
A73137201889965QBV92015-11-19$28,859,991SEE PART VIfalsefalsefalse
TULSA INDUSTRIAL AUTHORITY
B731372018899676MW72017-12-28$21,336,301SEE PART VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$3,000,000$0$28,859,991$1,899,700$0$0$499,667$0$0$0$26,460,624$02015falseYes (true)Yes (true)Yes (true)
B$1,250,000$0$21,336,301$2,064,810$0$0$413,521$0$0$0$18,857,970$02017falseYes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0falsefalsefalseYes (true)
Bfalsefalsefalsefalse0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalseYes (true)falsefalsefalse0falseYes (true)
0
BfalseYes (true)falsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$9,461NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISAL, DONOR LTMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$6,774NoncashContributionsRptF990Amt
Method Of Determining RevenuesLETTER FROM DONORSMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution70ContributionCnt
Noncash Contributions Rpt F990$3,148,047NoncashContributionsRptF990Amt
Method Of Determining RevenuesMEAN MARKET PRICEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution77ContributionCnt
Noncash Contributions Rpt F990$24,984NoncashContributionsRptF990Amt
Method Of Determining RevenuesINVOICE,DONOR LETTERMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)EQUIPMENT11$6,364INVOICE,DONOR LTR
Yes (X)RENTAL SPACE1$100,336DONOR LETTER
Yes (X)MISC. ITEMS54$8,769INVOICES,DONOR LTR
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PART I, COLUMN BFormAndLineReferenceDesc
ExplanationTHE AMOUNTS IN THIS COLUMN REPRESENT THE NUMBER OF ITEMS RECEIVED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1EXCELLENCE IN SCHOLARSHIP, DEDICATION TO FREE INQUIRY, INTEGRITY OF CHARACTER, AND COMMITMENT TO HUMANITY. THE UNIVERSITY ACHIEVES ITS MISSION BY EDUCATING MEN AND WOMEN OF DIVERSE BACKGROUNDS AND CULTURES.
FORM 990, PART III, LINE 1THE UNIVERSITY OF TULSA IS A PRIVATE, INDEPENDENT, DOCTORAL-DEGREE-GRANTING INSTITUTION WHOSE MISSION REFLECTS THESE CORE VALUES: EXCELLENCE IN SCHOLARSHIP, DEDICATION TO FREE INQUIRY, INTEGRITY OF CHARACTER AND COMMITMENT TO HUMANITY. THE UNIVERSITY ACHIEVES ITS MISSION BY EDUCATING MEN AND WOMEN OF DIVERSE BACKGROUNDS AND CULTURES.
FORM 990, PART VI, SECTION A, LINE 2ELLEN ADELSON HAS A FAMILY RELATIONSHIP WITH JAMES ADELSON.
FORM 990, PART VI, SECTION B, LINE 11BTHE ASSOCIATE CONTROLLER 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 AND ANY CORRECTIONS OR CLARIFICATIONS ARE MADE. THE FORM 990 IS THEN PROVIDED TO THE AUDIT COMMITTEE FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. ANY QUESTIONS OR CONCERNS ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS ARE MADE. THE FORM 990 IS THEN PROVIDED TO THE BOARD FOR REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CIN THE ABSENCE OF FRAUD, NO CONTRACT OR OTHER TRANSACTION BETWEEN THE UNIVERSITY AND ANY OTHER CORPORATION, PARTNERSHIP, ENTITY OR PERSON (COLLECTIVELY CALLED PERSON), INCLUDING A TRUSTEE SHALL BE AFFECTED BY THE FACT THAT ONE OR MORE TRUSTEES OF THE UNIVERSITY ARE STOCKHOLDERS, PARTNERS, EMPLOYEES OR HAVE AN INTEREST IN SUCH PERSON. EACH TRUSTEE SHALL FORMALLY DISCLOSE TO THE PRESIDENT ANY INTEREST SUCH TRUSTEE HOLDS WHICH MAY GIVE RISE TO AN ACTUAL, APPARENT OR APPEARANCE OF CONFLICT OF INTEREST IN A TRANSACTION AFFECTING THE UNIVERSITY OR THE BOARD OF TRUSTEES, REGARDLESS OF WHETHER SUCH TRANSACTION IS SUBJECT TO APPROVAL BY THE BOARD OF TRUSTEES, AND SHALL ABSTAIN FROM ANY VOTE REGARDING ANY TRANSACTION INVOLVING SUCH ACTUAL OR APPARENT CONFLICT OF INTEREST. ONCE SUCH CONFLICT HAS BEEN FORMALLY DISCLOSED AND THE TRANSACTION APPROVED OR RATIFIED, WHETHER BY THE BOARD OF TRUSTEES OR BY OTHER APPROPRIATE PROCEDURE, NO TRUSTEE SHALL BE LIABLE TO ACCOUNT TO THE UNIVERSITY FOR ANY PROFIT REALIZED PERSONALLY FROM OR THROUGH ANY SUCH TRANSACTION OR CONTRACT OF THIS UNIVERSITY, SO RATIFIED OR APPROVED, BY REASON OF SUCH TRUSTEE'S INTEREST IN SUCH TRANSACTION OR CONTRACT. TRUSTEES SO INTERESTED MAY BE COUNTED WHEN PRESENT AT MEETINGS OF THE BOARD OF TRUSTEES OR OF SUCH COMMITTEE FOR THE PURPOSE OF DETERMINING THE EXISTENCE OF A QUORUM.
FORM 990, PART VI, SECTION B, LINE 15AEACH YEAR THE HUMAN RESOURCE DEPARTMENT OF THE UNIVERSITY COMPLETES A COMPENSATION SURVEY PROJECT. INFORMATION IS GATHERED FROM THE COLLEGE AND UNIVERSITY PERSONNEL ASSOCIATION (CUPA) DATA. THIS COVERS DOCTORAL INSTITUTIONS AND THE UNIVERSITY'S PEER GROUP. OTHER NOTABLE SURVEYS USED BY THE UNIVERSITY ARE THE HEIT IT SURVEY FOR COLLEGES/UNIVERSITIES AND THE NCAA DIVISION I ATHLETIC SURVEY ALONG WITH VARIOUS STATE AND LOCAL SURVEYS. THIS INFORMATION IS PRESENTED ANNUALLY TO THE ADMINISTRATION. THE COMPENSATION COMMITTEE DETERMINES COMPENSATION FOR THE PRESIDENT AND PROVIDES RECOMMENDATION FOR APPROVAL TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE APPROVES COMPENSATION FOR THE PRESIDENT ON BEHALF OF THE BOARD.
FORM 990, PART VI, SECTION C, LINE 19THE UNIVERSITY PROVIDES THE FINANCIAL STATEMENTS OF THE UNIVERSITY OF TULSA ON THE UNIVERSITY'S WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC.
FORM 990, PART XI, LINE 9ENDOWMENT DISTRIBUTIONS OF REALIZED GAINS $ 25,216,350 ADJUSTMENT FOR UNRECOGNIZED POSTRETIREMENT COSTS $ 119,759 INCOME FROM INVESTMENT K-1S ($ 967,494) ------------- TOTAL $ 24,368,615
FORM 990, PART XII, LINE 2ON 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 REPORTED 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 2CTHE ORGANIZATION'S AUDIT 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 EXECUTIVE VICE PRESIDENT 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 EXECUTIVE VICE PRESIDENT 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 ALL MATERIAL WRITTEN COMMUNICATIONS BETWEEN THE INDEPENDENT AUDITORS AND MANAGEMENT. 7. REVIEW WITH MANAGEMENT AND 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.
FORM 990, PART IV, LINE 27THE UNIVERSITY OF TULSA PROVIDES ACADEMIC SCHOLARSHIPS BASED ON THE APPLICANT'S MERITS. NO DISTINGUISHMENT IS MADE FOR APPLICANTS THAT HAVE AN EMPLOYMENT RELATIONSHIP WITH THE UNIVERSITY OR A FAMILY RELATIONSHIP WITH ITS EMPLOYEES, OFFICERS, DIRECTORS OR TRUSTEES OF THE UNIVERSITY.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE OAK COMPANYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 S TUCKER DRIVEAddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74104ZIPCd
FieldValueIRS element (for citing)
EIN202311693EIN
Primary ActivitiesREAL ESTATEPrimaryActivitiesTxt
Legal Domicile StateOKLegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1UNIV TULSABusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE GILCREASE MANAGEMENT TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 S TUCKER DRIVEAddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74104ZIPCd
FieldValueIRS element (for citing)
EIN262205415EIN
Primary ActivitiesMANAGEMENTPrimaryActivitiesTxt
Legal Domicile StateOKLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status7PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1UNIV TULSABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE REMAINDER TRUST (4)BusinessNameLine1Txt
FieldValueIRS element (for citing)
Primary ActivitiesCHARITABLE TRUSTPrimaryActivitiesTxt
Legal Domicile StateOKLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1UNIV OF TULSABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedScheduleGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GILCREASE MUSEUM MANAGEMBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 SOUTH TUCKER DRIVEAddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74104ZIPCd
FieldValueIRS element (for citing)
EIN262205415EIN
Total Grassroots Lobby$0TotalGrassrootsLobbyAmt
Total Direct Lobby$0TotalDirectLobbyAmt
Total Lobby Expenditure$0TotalLobbyExpenditureAmt
Other Exempt Purpose Expend$7,091,875OtherExemptPurposeExpendAmt
Total Exempt Purpose Expend$7,091,875TotalExemptPurposeExpendAmt
Lobby Nontx$504,594LobbyNontxAmt
Grassroots Nontx$126,149GrassrootsNontxAmt
Total Lobby Grssroot Mns Nontx$0TotalLobbyGrssrootMnsNontxAmt
Tot Lbby Expend Mns Lobby Nontx$0TotLbbyExpendMnsLobbyNontxAmt
Share Excess Lobby Expend$0ShareExcessLobbyExpendAmt

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