2019-05-22T11:40:00-05:00 2018-06-30 420714325 RSM US LLP 210 PARK AVE SUITE 1725 OKLAHOMA CITY OK 73102 990 2017-07-01 730579265 OKLAHOMA CITY UNIVERSITY OKLA 4052085000 2501 N BLACKWELDER OKLAHOMA CITY OK 73106 KIM BEAUCOURT CONTROLLER 4052085000 2019-05-21 1 MIKE PLACE P00357051 4052397961 66.98.98.9 2019-05-21 17:11:29 CD P 3B12CA37716C15FDD5F37C6A13B4E04428029B0D 30810CFD101E30EEFAA3D98AC94070ADE31250D3 2017 2019-02-21 02:37:17Z MARTHA BURGER 2501 N BLACKWELDER OKLAHOMA CITY OK 73106 97447728 0 X WWW.OKCU.EDU X 1904 OK OKLAHOMA CITY UNIVERSITY EMBRACES THE UNITED METHODIST TRADITION OF SCHOLARSHIP AND SERVICE AND WELCOMES ALL FAITHS IN A CULTURALLY RICH COMMUNITY DEDICATED TO STUDENT SUCCESS. MEN AND WOMEN PURSUE ACADEMIC EXCELLENCE THROUGH A RIGOROUS CURRICULUM FOCUSED ON STUDENTS' INTELLECTUAL, MORAL, AND SPIRITUAL DEVELOPMENT TO PREPARE THEM TO BECOME EFFECTIVE LEADERS IN SERVICE TO THEIR COMMUNITIES. 46 43 1566 250 0 0 9045898 5185151 87888594 86017380 2373481 3669182 2326481 2412559 101634454 97284272 30381134 29774857 0 0 42610606 44576565 0 0 1558581 31079129 32716823 104070869 107068245 -2436415 -9783973 282529640 292256592 85551457 92023359 196978183 200233233 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 91699145 28648636 78676801 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 2017-2018 ACADEMIC YEAR WAS 2,835. 8320335 1126221 9348843 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. 100019480 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 1 202 0 1 1566 1 0 0 0 0 0 0 0 0 X 46 43 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 4052085260 2501 N BLACKWELDER OKLAHOMA CITY OK 73106 RONALD J NORICK CHAIRMAN 1.00 X X 0 0 0 GARY HOMSEY V. CHAIRMAN 1.00 X X 0 0 0 JANE JAYROE GAMBLE SECRETARY 1.00 X X 0 0 0 MARTHA A BURGER 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 LEE BROWN 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 RANDY GIPSON-BLACK 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 NICHOLAS HARROZ III 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 WILLIAM MEE TRUSTEE 1.00 X 0 0 0 HERMAN MEINDERS TRUSTEE 1.00 X 0 0 0 PAUL MCLAUGHLIN TRUSTEE 1.00 X 0 0 0 RICHARD PARRY TRUSTEE 1.00 X 0 0 0 MARSH PITMAN TRUSTEE 1.00 X 0 0 0 GEORGE R RANDALL TRUSTEE 1.00 X 0 0 0 JOHN RICHELS 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 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 STEVEN TAYLOR TRUSTEE 1.00 X 0 0 0 BRIAN TENER 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 40.00 X 120552 0 11549 AMY AYRES VICE PRESIDENT 40.00 X 120453 0 4905 JOEY CROSLIN VICE PRESIDENT, HR 40.00 X 133268 0 491 GERRY HUNT DIRECTOR 40.00 X 136998 0 7107 CHARLES NEFF VICE PRESIDENT 40.00 X 56429 0 7324 MARTIN O'GWYNN ADMINISTRATORS EXEC/SR ADMIN 40.00 X 141876 0 5504 KEVIN WINDHOLZ VICE PRESIDENT 40.00 X 151326 0 7321 DENNIS ARROW RETIREES 40.00 X 261290 0 2197 PHYLLIS BERNARD RETIREES 40.00 X 286889 0 0 KENT BUCHANAN PROVOST/VPAA 40.00 X 221436 0 7839 PETER DILLON RETIREES 40.00 X 250860 0 2752 ALVIN HARRELL RETIREES 40.00 X 274063 0 241 ARTHUR LEFRANCOIS RETIREES 40.00 X 285422 0 2225 CATHERINE MANINGER CHIEF FINANCIAL OFFICER 40.00 X 176482 0 5559 CASEY ROSS-PETHERICK UNIVERSITY GENERAL COUNSEL 40.00 X 182859 0 5599 DEBORAH TUSSEY RETIREES 40.00 X 201044 0 2773 SHIRLEY DICKERSON SENIOR DIRECTOR & CONTROLLER 40.00 X 89895 0 7617 HENRY ROBERT PRESIDENT 40.00 X 419760 0 15564 STEVEN AGEE DEAN 40.00 X 251313 0 5752 VALERIE COUCH LAW FACULTY (9 MONTH) 40.00 X 230153 0 6681 PAULA DALLEY ASSOCIATE DEAN 40.00 X 167595 0 5111 RUSSELL EVANS ECONOMICS FACULTY (12 MONTH) 40.00 X 160657 0 9854 MARK PARKER DEAN 40.00 X 202201 0 5432 LEE PEOPLES DIRECTOR 40.00 X 213373 0 674 MICHALE WILLIAMS SENIOR ASSOCIATE DEAN 40.00 X 208210 0 496 ROBERT GREVE BUSINESS FACULTY (12 MONTH) 40.00 X 160085 0 11591 ERIC LAITY ASSOCIATE DEAN 40.00 X 189955 0 6602 LOIS SALMERON DEAN 40.00 X 154186 0 465 VICKI MACDOUGALL LAW FACULTY (9 MONTH) 40.00 X 152279 0 5520 MARIA JONES PT FACULTY 40.00 X 151443 0 8380 5752352 0 163125 47 0 1 0 COMPASS GROUP USA INC DBA CHARTWELLS 2400 YORKMONT RD CHAROLOTTE NC 282174511 CATERING/MEAL PLANS 2532211 WITT FIALA FLANNERY AND ASSOCIATES INC 211 S JEFFERSON AVE ST LOUIS MO 631032511 JANITORIAL SERVICES 652028 DBG CONSTRUCTION LLC PO BOX 270844 OKLAHOMA CITY OK 731370844 CONSTRUCTION 411998 PITZER'S LAWN MANAGEMENT INC 11401 S BROADWAY EDMOND OK 730848654 LAWN SERVICES 338286 SMITH AND PICKEL CONSTRUCTION PO BOX 21447 OKLAHOMA CITY OK 731561447 CONSTRUCTION 325728 14 275355 414838 4494958 344149 5185151 TUITION AND FEES 611310 78496263 78496263 ROOM/BOARD REVENUES 611710 6337867 6337867 BOOKSTORE REVENUES 451211 490929 490929 ELS RENTAL INCOME 611710 407976 407976 ALL OTHER PROGAM SERVICE REV 900099 180538 180538 103807 103807 86017380 3681047 3681047 248011 248011 903733 0 903733 903733 903733 11865 -11865 -11865 -11865 119268 275355 151591 -32323 -32323 ALL OTHER MISC REVENUES 900099 1293138 1104531 188607 1293138 97284272 88025644 0 4073477 29774857 29774857 4986450 3107707 1608083 270660 32806408 28845627 3468627 492154 927077 834439 90097 2541 3317042 2866177 389902 60963 2539588 2167340 319410 52838 2597137 2597137 60031 2900 57131 91613 91613 345002 345002 4202803 1737724 2178448 286631 987259 884053 101668 1538 3061376 2035437 924724 101215 955478 419840 502099 33539 1859322 1355296 498082 5944 1509299 1425225 65167 18907 311825 225832 54795 31198 3977529 3977529 7554570 7017989 536581 919870 100922 816989 1959 OTHER 2123159 2977784 -1052943 198318 UTILITIES 2065705 193766 1871763 176 ALLOCATED EXPENSES FACI 94845 11104426 -11009581 107068245 100019480 5490184 1558581 85000 57228 5470345 1611828 4321033 3108668 2038147 1855571 8094208 7386693 1657116 1755193 264027294 100168612 158029654 163858682 63988796 69377069 5229608 5267673 33615733 37977987 282529640 292256592 6317939 6179369 3707737 5357183 51128623 49803554 24397158 30683253 85551457 92023359 X 83763717 84771346 41748328 42907208 71466138 72554679 196978183 200233233 282529640 292256592 -9783973 13039023 0 X 0 1 X 1 1 1 X X X X X X EDUCATION 0 91968220 1328885 10985675 4064928 100217852 82310440 2402451 11176673 3921344 91968220 84071991 1807368 433326 4002245 82310440 84008709 3108490 1183364 4228572 84071991 75071314 1492726 11460809 4016140 84008709 0.03010 0.70730 0.26260 0 0 1580216 6259730 7839946 156484136 48760193 107723943 37849654 10899607 26950047 61814226 40508812 21305414 39332 39332 163858682 BENEFICIAL INTERESTS IN TRUSTS 37465878 OTHER 512109 37977987 DEPOSITS HELD IN CUSTODY FOR OTHERS 458913 INTEREST SWAP AGREEMENT 10394264 ADVANCES FROM FEDERAL GOVT FOR PERKI 3515641 ANNUITIES PAYABLE 2518603 NOTES PAYABLE 6453158 CAPITAL LEASE OBLIGATIONS 7342674 30683253 X 80402134 13039023 13039023 67363111 345002 29576159 29921161 97284272 77147084 0 77147084 345002 29576159 29921161 107068245 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 -151,591. STUDENT AID/SCHOLARSHIP ASSISTANCE: NET PRESENTATION IN AUDIT REPORT 28,601,529. AUXILIARY DISCOUNT 1,126,221. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID/SCHOLARSHIP ASSISTANCE: NET PRESENTATION IN AUDIT REPORT 28,601,529. FUNDRAISING EXPENSE-NET IN VII -151,591. AUXILIARY DISCOUNT 1,126,221. 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 119518 59113 60405 48841 HALL OF HONOR 116830 88035 28795 43228 6 158275 128207 30068 59522 394623 275355 119268 151591 151591 -32323 1 STUDENT AID/SCHOLARSHIPS 2215 29774857 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 143826 0 0 0 7500 0 0 0 7321 0 158647 0 0 0 DENNIS ARROW RETIREES 236090 0 0 0 25200 0 0 0 2197 0 263487 0 0 0 PHYLLIS BERNARD RETIREES 286889 0 0 0 0 0 0 0 0 0 286889 0 0 0 KENT BUCHANAN PROVOST/VPAA 210436 0 0 0 11000 0 0 0 7839 0 229275 0 0 0 PETER DILLON RETIREES 248318 0 0 0 2542 0 0 0 2752 0 253612 0 0 0 ALVIN HARRELL RETIREES 269063 0 0 0 5000 0 0 0 241 0 274304 0 0 0 ARTHUR LEFRANCOIS RETIREES 280055 0 0 0 5367 0 0 0 2225 0 287647 0 0 0 CATHERINE MANINGER CHIEF FINANCIAL OFFICER 159291 0 0 0 17191 0 0 0 5559 0 182041 0 0 0 CASEY ROSS-PETHERICK UNIVERSITY GENERAL COUNSEL 174171 0 0 0 8688 0 0 0 5599 0 188458 0 0 0 DEBORAH TUSSEY RETIREES 193377 0 0 0 7667 0 0 0 2773 0 203817 0 0 0 HENRY ROBERT PRESIDENT 395760 0 0 0 24000 0 0 0 15564 0 435324 0 0 0 STEVEN AGEE DEAN 239813 0 0 0 11500 0 0 0 5752 0 257065 0 0 0 VALERIE COUCH LAW FACULTY (9 MONTH) 202668 0 0 0 27485 0 0 0 6681 0 236834 0 0 0 PAULA DALLEY ASSOCIATE DEAN 159422 0 0 0 8173 0 0 0 5111 0 172706 0 0 0 RUSSELL EVANS ECONOMICS FACULTY (12 MONTH) 157147 0 0 0 3510 0 0 0 9854 0 170511 0 0 0 MARK PARKER DEAN 169716 0 0 0 32485 0 0 0 5432 0 207633 0 0 0 LEE PEOPLES DIRECTOR 186560 0 0 0 26813 0 0 0 674 0 214047 0 0 0 MICHALE WILLIAMS SENIOR ASSOCIATE DEAN 166210 0 0 0 42000 0 0 0 496 0 208706 0 0 0 ROBERT GREVE BUSINESS FACULTY (12 MONTH) 153425 0 0 0 6660 0 0 0 11591 0 171676 0 0 0 ERIC LAITY ASSOCIATE DEAN 147955 0 0 0 42000 0 0 0 6602 0 196557 0 0 0 LOIS SALMERON DEAN 146903 0 0 0 7283 0 0 0 465 0 154651 0 0 0 VICKI MACDOUGALL LAW FACULTY (9 MONTH) 145279 0 0 0 7000 0 0 0 5520 0 157799 0 0 0 MARIA JONES PT FACULTY 143943 0 0 0 7500 0 0 0 8380 0 159823 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 21695 FMV X 5 223208 FMV X WALNUT STEINWAY PIANO 1 48500 FMV X MISC 98 42746 FMV X FRENCH VASSILIER 1 8000 FMV 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.