2020-07-09T15:25:22-05:00 2019-06-30 420714325 RSM US LLP 210 PARK AVE SUITE 1725 OKLAHOMA CITY OK 73102 990 2018-07-01 730579265 OKLAHOMA CITY UNIVERSITY OKLA 4052085000 2501 N BLACKWELDER OKLAHOMA CITY OK 73106 BRYCE ENGELBERT CONTROLLER 4052085000 2020-07-07 1 MIKE PLACE P00357051 4052397961 66.98.98.6 2020-07-07 15:16:28 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 4919BF2A59ABAB05CFE26AE5433C13C5781A92B9 2018 2021-01-29 14:40:06Z MARTHA BURGER 2501 N BLACKWELDER OKLAHOMA CITY OK 73106 109317211 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. 44 41 1572 250 0 0 5185151 13580661 86017380 87138830 3669182 5860501 2412559 2543530 97284272 109123522 29774857 30986346 0 0 44576565 44389881 0 0 1592288 32716823 32531414 107068245 107907641 -9783973 1215881 292256592 301217318 92023359 89786945 200233233 211430373 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 92415690 29770343 81126287 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 2018-2019 ACADEMIC YEAR WAS 2664. 7881038 1216003 8177355 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. 100296728 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 1 244 0 1 1572 1 0 0 0 0 0 0 0 0 0 0 X 44 41 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 RONALD J NORICK CHAIRMAN 1.00 X X 0 0 0 GARY HOMSEY VICE CHAIRMAN 1.00 X X 0 0 0 JANE JAYROE GAMBLE SECRETARY 1.00 X X 0 0 0 NICHOLAS HARROZ III TREASURER 1.00 X X 0 0 0 WILLIAM F SHDEED CHAIRMAN EMERITUS 1.00 X X 0 0 0 JAMES JIMMY NUNN RESIDENT BISHOP 1.00 X X 0 0 0 LOUISE BASS TRUSTEE 1.00 X 0 0 0 HENRY W BROWNE JR TRUSTEE 1.00 X 0 0 0 PHIL G BUSEY SR TRUSTEE 1.00 X 0 0 0 EMMANUEL E EDEM TRUSTEE 1.00 X 0 0 0 TRICIA L EVEREST 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 NORMA GRAVLEY-QUINN 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 ANN JOHNSTONE TRUSTEE 1.00 X 0 0 0 BILL JUNK TRUSTEE 1.00 X 0 0 0 LOU KERR TRUSTEE 1.00 X 0 0 0 DON KIM TRUSTEE 1.00 X 0 0 0 ANN LACY TRUSTEE 1.00 X 0 0 0 LINDA PETREE LAMBERT TRUSTEE 1.00 X 0 0 0 KURT LEICHTER TRUSTEE 1.00 X 0 0 0 JENEE NAIFEH LISTER TRUSTEE 1.00 X 0 0 0 ROBERT E LONG TRUSTEE 1.00 X 0 0 0 APRIL MARCISZEWSKI TRUSTEE 1.00 X 0 0 0 PAUL MCLAUGHLIN TRUSTEE 1.00 X 0 0 0 WILLIAM MEE TRUSTEE 1.00 X 0 0 0 HERMAN MEINDERS TRUSTEE 1.00 X 0 0 0 RICHARD PARRY TRUSTEE 1.00 X 0 0 0 GEORGE R RANDALL TRUSTEE 1.00 X 0 0 0 SHANNON RODENBERG TRUSTEE 1.00 X 0 0 0 PATRICK T ROONEY TRUSTEE 1.00 X 0 0 0 MEG SALYER 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 B CRAIG STINSON TRUSTEE 1.00 X 0 0 0 JORDAN TARTER 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 DAVID WILSON TRUSTEE 1.00 X 0 0 0 JAMES ABBOTT ASSISTANT VICE PRESIDENT, ATHLETICS 40.00 X 121059 0 10908 AMY AYRES VICE PRESIDENT, STUDENT AFFAIRS 40.00 X 123244 0 4059 JOEY CROSLIN VICE PRESIDENT, HR 40.00 X 147048 0 0 GERRY HUNT DIRECTOR 40.00 X 136928 0 6638 CHARLES NEFF VICE PRESIDENT, CHURCH RELATIONS 40.00 X 56196 0 6972 KEVIN WINDHOLZ VICE PRESIDENT, ENROLLMENT/COMMUNICATIONS 40.00 X 151110 0 6812 DENNIS ARROW RETIREES 40.00 X 149751 0 0 KENT BUCHANAN PROVOST/VPAA 40.00 X 221251 0 7456 PETER DILLON RETIREES 40.00 X 17506 0 0 ALVIN HARRELL RETIREES 40.00 X 183451 0 0 ARTHUR LEFRANCOIS RETIREES 40.00 X 174451 0 0 CATHERINE MANINGER CHIEF FINANCIAL OFFICER 40.00 X 187891 0 5016 CASEY ROSS-PETHERICK UNIVERSITY GENERAL COUNSEL 40.00 X 208001 0 5016 DEBORAH TUSSEY RETIREES 40.00 X 118445 0 0 SHIRLEY DICKERSON SENIOR DIRECTOR & CONTROLL 40.00 X 55215 0 3657 ROBERT HENRY LAW FACULTY PRESIDENT 40.00 X 301928 0 11928 VICKI MACDOUGALL FACULTY EMERITA, PROFESSOR OF LAW 40.00 X 239559 0 1928 KIMBERLY BEAUCOURT SENIOR DIRECTOR & CONTROLLER 40.00 X 76962 0 4464 MARTHA BURGER PRESIDENT 40.00 X 144636 0 6 LYNANN STERK-BROOKS VICE PRESIDENT, ADVANCEMENT 40.00 X 60530 0 2113 STEVEN AGEE DEAN 40.00 X 251008 0 5016 PAULA DALLEY ASSOCIATE DEAN 40.00 X 163982 0 4665 MARK PARKER DEAN 40.00 X 207555 0 5016 LEE PEOPLES DIRECTOR 40.00 X 232964 0 12 MICHAEL WILLIAMS SENIOR ASSOCIATE DEAN 40.00 X 210370 0 0 ROBERT GREVE BUSINESS FACULTY (12 MONTH 40.00 X 160977 0 11163 LOIS SALMERON DEAN 40.00 X 158736 0 0 RUSSELL EVANS ECONOMICS FACULTY (12 MONT 40.00 X 141741 0 9458 MARIA JONES PT FACULTY 40.00 X 152461 0 7647 JAMES ROTH DEAN 40.00 X 146877 0 4375 ANDREW SPIROPOULOS LAW FACULTY (9 MONTH) 40.00 X 144486 0 11164 AMY CATALDI DEAN 40.00 X 147563 0 7927 4993882 0 143416 43 0 1 0 COMPASS GROUP USA INC DBA CHARTWELLS 2400 YORKMONT RD CHAROLOTTE NC 282174511 CATERING/MEAL PLANS 3519148 WITT FIALA FLANNERY AND ASSOCIATES INC 211 S JEFFERSON AVE ST LOUIS MO 631032511 JANITORIAL SERVICES 625725 J L HEIN SERVICES INC DBA VIDEO REALIT PO BOX 721730 OKLAHOMA CITY OK 731721809 AUDIO/VISUAL INSTALLATION AND MAINTENANC 398123 BRYAN'S FLOORING INC 3935 W RENO AVE OKLAHOMA CITY OK 731076600 FLOORING INSTALLATION AND MAINTENANCE 267805 PITZER'S LAWN MANAGEMENT INC 11401 S BROADWAY EDMOND OK 730848654 LAWN SERVICES 215569 9 385444 488730 12706487 68126 13580661 TUITION AND FEES 611310 78766441 78766441 ROOM/BOARD REVENUES 611710 7210221 7210221 BOOKSTORE REVENUES 451211 442796 442796 ELS RENTAL INCOME 611710 421788 421788 CAMPS/CONFERENCES/WORK 611710 102551 102551 195033 195033 87138830 5813865 5813865 391519 391519 909821 0 909821 909821 909821 46636 0 46636 46636 46636 159925 385444 193689 -33764 -33764 ALL OTHER MISC REVENUE 900099 1275954 1254991 20963 1275954 109123522 89303642 0 6239219 30986346 30986346 6851935 5279149 1421348 151438 30887023 26663734 3471146 752143 870082 765119 98258 6705 3244311 2770684 408908 64719 2536530 2155632 315826 65072 2597137 2597137 32636 3310 29326 89786 89786 354876 354876 3147186 1506390 1562975 77821 845462 831157 10118 4187 2460377 1675241 674932 110204 1019269 341064 612933 65272 1640297 1626958 19 13320 1407384 1296840 57166 53378 292542 212321 24965 55256 4256861 4256861 7418737 6955721 463016 891365 113488 778540 -663 OTHER 4438258 4073430 192780 172048 UTILITIES 1639241 106014 1531839 1388 ALLOCATED EXPENSES FACI 0 9982117 -9982117 107907641 100296728 6018625 1592288 57228 12826 1611828 3206985 3108668 4341745 1855571 1609768 7386693 6410960 1755193 1759596 263188040 103940492 163858682 159247548 69377069 70990649 5267673 5223950 37977987 48413291 292256592 301217318 6179369 5966592 5357183 4763972 49803554 48458796 30683253 30597585 92023359 89786945 X 84771346 89201474 42907208 52888549 72554679 69340350 200233233 211430373 292256592 301217318 1215881 9981259 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 100217852 2716138 15123116 6432904 111624202 91968220 1328885 10985675 4064928 100217852 82310440 2402451 11176673 3921344 91968220 84071991 1807368 433326 4002245 82310440 84008709 3108490 1183364 4228572 84071991 0.03110 0.55150 0.41740 1 0 1087272 6259730 7347002 156484136 51776358 104707778 38471354 11856188 26615166 60703153 40307946 20395207 182395 182395 159247548 BENEFICIAL INTERESTS IN TRUSTS 47381711 OTHER 468045 FEDERAL LOAN REIMBURSMENT 563535 48413291 DEPOSITS HELD IN CUSTODY FOR OTHERS 476877 INTEREST SWAP AGREEMENT 13007259 ADVANCES FROM FEDERAL GOVT FOR PERKI 3217000 ANNUITIES PAYABLE 2046332 NOTES PAYABLE 4841692 CAPITAL LEASE OBLIGATIONS 7008425 30597585 X 87998208 9981259 9981259 78016949 354875 30751698 31106573 109123522 76801068 0 76801068 354875 30751698 31106573 107907641 PART III, LINE 4: THE HULSEY GALLERY HOUSES OVER 500 WORKS OF THE OKLAHOMA CITY UNIVERSITY ART COLLECTION. THE COLLECTION CONTAINS WORK HISTORICALLY IMPORTANT TO THE UNIVERSITY, INCLUDING WORK BY ALUMNI AND FORMER FACULTY OF THE ART DEPARTMENT, WORKS DONATED BY DISTINGUISHED FACULTY AND ALUMNI, AS WELL AS WORK OF REGIONAL AND STATE IMPORTANCE. 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 -193,689. STUDENT AID/SCHOLARSHIP ASSISTANCE: NET PRESENTATION IN AUDIT REPORT 29,729,384. AUXILIARY DISCOUNT 1,216,003. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID/SCHOLARSHIP ASSISTANCE: NET PRESENTATION IN AUDIT REPORT 29,729,384. FUNDRAISING EXPENSE-NET IN VII -193,689. AUXILIARY DISCOUNT 1,216,003. 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 140600 77195 63405 81383 HALL OF HONOR 99325 72610 26715 50849 6 305444 235639 69805 61458 545369 385444 159925 193690 193690 -33765 1 STUDENT AID/SCHOLARSHIPS 2207 30986346 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 KEVIN WINDHOLZ VICE PRESIDENT, ENROLLMENT/COMMUNICA 143610 0 0 0 7500 0 0 0 6812 0 157922 0 0 0 KENT BUCHANAN PROVOST/VPAA 210251 0 0 0 11000 0 0 0 7456 0 228707 0 0 0 ALVIN HARRELL RETIREES 183451 0 0 0 0 0 0 0 0 0 183451 0 0 0 ARTHUR LEFRANCOIS RETIREES 174451 0 0 0 0 0 0 0 0 0 174451 0 0 0 CATHERINE MANINGER CHIEF FINANCIAL OFFICER 163391 0 0 0 24500 0 0 0 5016 0 192907 0 0 0 CASEY ROSS-PETHERICK UNIVERSITY GENERAL COUNSEL 199001 0 0 0 9000 0 0 0 5016 0 213017 0 0 0 ROBERT HENRY LAW FACULTY PRESIDENT 277428 0 0 0 24500 0 0 0 11928 0 313856 0 0 0 VICKI MACDOUGALL FACULTY EMERITA, PROFESSOR OF LAW 234892 0 0 0 4667 0 0 0 1928 0 241487 0 0 0 STEVEN AGEE DEAN 239508 0 0 0 11500 0 0 0 5016 0 256024 0 0 0 PAULA DALLEY ASSOCIATE DEAN 156024 0 0 0 7958 0 0 0 4665 0 168647 0 0 0 MARK PARKER DEAN 174316 0 0 0 33239 0 0 0 5016 0 212571 0 0 0 LEE PEOPLES DIRECTOR 197560 0 0 0 35404 0 0 0 12 0 232976 0 0 0 MICHAEL WILLIAMS SENIOR ASSOCIATE DEAN 167370 0 0 0 43000 0 0 0 0 0 210370 0 0 0 ROBERT GREVE BUSINESS FACULTY (12 MONTH 154147 0 0 0 6830 0 0 0 11163 0 172140 0 0 0 LOIS SALMERON DEAN 151236 0 0 0 7500 0 0 0 0 0 158736 0 0 0 RUSSELL EVANS ECONOMICS FACULTY (12 MONT 138141 0 0 0 3600 0 0 0 9458 0 151199 0 0 0 MARIA JONES PT FACULTY 144961 0 0 0 7500 0 0 0 7647 0 160108 0 0 0 JAMES ROTH DEAN 146877 0 0 0 0 0 0 0 4375 0 151252 0 0 0 ANDREW SPIROPOULOS LAW FACULTY (9 MONTH) 138736 0 0 0 5750 0 0 0 11164 0 155650 0 0 0 AMY CATALDI DEAN 137063 0 0 0 10500 0 0 0 7927 0 155490 0 0 0 A OK INDUST AUTHORITY REVENUE NOTE 730579265 2010-11-30 60000000 REDEMPTION FUND, COST 0 0 0 A 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 1 1 JP MORGAN CHASE 25.000000000000 1 0 0 0 0 A 0 X 2 13030 FMV X 12102 FMV X 4 8944 FMV X 5 1070 FMV X RENTALS (STAYS AT HOTEL, TEMP USING VEHICLES, ETC.) 11 16042 FMV X EVENTS (SPORT EVENTS, SEMINARS, SPECIAL MEETINGS, ETC.) 16 11273 FMV X MISC/OTHER 11 3879 FMV X GIFT CARDS 19 1786 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.