2018-05-15T13:53:00-05:00 2017-06-30 263731278 DIPIAZZA LAROCCA HEETER & CO LLC P O BOX 530095 BIRMINGHAM AL 352530095 990 2016-07-01 630366652 OAKWOOD UNIVERSITY OAKW 2567267024 7000 ADVENTIST BLVD HUNTSVILLE AL 35896 GAIL CALDWELL CONTROLLER 2567267024 2018-05-15 1 AV LAROCCA CPA P00071607 2058719973 2016 2022-09-23 18:48:47Z SABRINA COTTON 7000 ADVENTIST BOULEVARD HUNTSVILLE AL 35896 61066330 0 X WWW.OAKWOOD.EDU X 1896 AL OAKWOOD UNIVERSITY, A HISTORICALLY BLACK SEVENTH-DAY ADVENTIST INSTITUTION OF HIGHER LEARNING, PROVIDES QUALITY CHRISTIAN EDUCATION THAT EMPHASIZES ACADEMIC EXCELLENCE; PROMOTES HARMONIOUS DEVELOPMENT OF MIND, BODY AND SPIRIT; AND PREPARES LEADERS IN SERVICE FOR GOD AND HUMANITY. 35 35 1439 0 494232 -58281 19718089 20072031 36951270 36875987 568730 455181 3494243 3202475 60732332 60605674 12126930 12461295 0 0 26831003 25148760 0 0 801472 19438104 20361767 58396037 57971822 2336295 2633852 93924759 97726924 17749201 17085268 76175558 80641656 X OAKWOOD UNIVERSITY, A HISTORICALLY BLACK SEVENTH-DAY ADVENTIST INSTITUTION OF HIGHER LEARNING, PROVIDES QUALITY CHRISTIAN EDUCATION THAT EMPHASIZES ACADEMIC EXCELLENCE; PROMOTES HARMONIOUS DEVELOPMENT OF MIND, BODY AND SPIRIT; AND PREPARES LEADERS IN SERVICE FOR GOD AND HUMANITY. 0 0 38018503 12461295 60605674 TO PROVIDE UNDERGRADUATE DEGREE PROGRAMS IN VARIOUS DISCIPLINES INCLUDING ON CAMPUS TRAINING IN SELECTED FIELDS OF STUDY FOR APPROXIMATELY 1800 STUDENTS 38018503 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 240 0 1439 1 1 1 0 0 0 0 0 0 0 X 35 35 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X GAIL CALDWELL 2567267017 7000 ADVENTIST BLVD HUNTSVILLE AL 35896 HENRY FORDHAM MEMBER 1.00 X 0 0 0 ROGER BERNARD MEMBER 1.00 X 0 0 0 MEKI BRACKEN MEMBER 1.00 X 0 0 0 WILLIAM COX MEMBER 1.00 X 0 0 0 G ALEXANDER BRYANT MEMBER 1.00 X 0 0 0 DANIEL HONORE MEMBER 1.00 X 0 0 0 VIRGIL CHILDS MEMBER 1.00 X 0 0 0 G THOMAS EVANS MEMBER 1.00 X 0 0 0 R CLIFFORD JONES MEMBER 1.00 X 0 0 0 DANA C EDMOND MEMBER 1.00 X 0 0 0 LARRY BLACKMER MEMBER 1.00 X 0 0 0 VALERIE LEE MEMBER 1.00 X 0 0 0 WILLIAM HICKS MEMBER 1.00 X 0 0 0 DONALD L JERNIGAN MEMBER 1.00 X 0 0 0 ZAVON KANION MEMBER 1.00 X 0 0 0 DONALD G KING MEMBER 1.00 X 0 0 0 JOHN HILL MEMBER 1.00 X 0 0 0 DONALD LIVESAY MEMBER 1.00 X 0 0 0 ALPHONSO MCCARTHY MEMBER 1.00 X 0 0 0 SERGIO ROMERO MEMBER 1.00 X 0 0 0 HUBERT MOREL MEMBER 1.00 X 0 0 0 LISA JAMES MEMBER 1.00 X 0 0 0 CYNTHIA POWELL-HICKS MEMBER 1.00 X 0 0 0 CALVIN B ROCK EMERITUS MEMBER 1.00 X 0 0 0 MARK JOHNSON MEMBER 1.00 X 0 0 0 CALVIN WATKINS MEMBER 1.00 X 0 0 0 DAVID R WILLIAMS MEMBER 1.00 X 0 0 0 LOIS PETERS EMERITUS MEMBER 1.00 X 0 0 0 STEPHEN GRAY MEMBER 1.00 X 0 0 0 ED ZINKE MEMBER 1.00 X 0 0 0 STEPHEN FOSTER MEMBER 1.00 X 0 0 0 WITFORD REID MEMBER 1.00 X 0 0 0 LAURA DAVIS MEMBER 1.00 X 0 0 0 KENNETH MANDERS MEMBER 1.00 X 0 0 0 THEODORE BROWN MEMBER 1.00 X 0 0 0 CARMELA MONK CRAWFORD MEMBER 1.00 X 0 0 0 JIM DAVIDSON MEMBER 1.00 X 0 0 0 RICARDO GRAHAM MEMBER 1.00 X 0 0 0 ALVIN M KIBBLE MEMBER 1.00 X 0 0 0 GARY THURBER MEMBER 1.00 X 0 0 0 LARRY MOORE MEMBER 1.00 X 0 0 0 RANDY ROBINSON MEMBER 1.00 X 0 0 0 MAX TORKELSON II MEMBER 1.00 X 0 0 0 DAVID WEIGLEY MEMBER 1.00 X 0 0 0 BENJAMIN REAVES EMERITUS MEMBER 1.00 X 0 0 0 LESLIE N POLLARD PRESIDENT 50.00 X 132633 0 0 SABRINA COTTON VP FINANCIAL AFFAIRS 50.00 X 73249 0 14140 WILLIAM L WINSTON VICE CHAIR 1.00 X 0 0 0 DAN JACKSON CHAIRMAN 1.00 X 0 0 0 RALPH REID VICE CHAIR 1.00 X 0 0 0 RON C SMITH VICE CHAIR 1.00 X 0 0 0 DAVID A KNIGHT VP STUDENT SERVICES 40.00 X 73249 0 14140 PRUDENCE LABEACH POLLARD VP FACULTY DEVELOPMENT 40.00 X 73249 0 6497 HOWARD WEEMS SENIOR CHAPLAIN 40.00 X 73249 0 1350 KISHA NORRIS EXECUTIVE DIRECTOR 40.00 X 70570 0 1350 KAREN MARSHALL VP ACADEMIC ADMINISTRATION 40.00 X 74762 0 8067 KIRCK RICHMOND NUGENT CHIEF INFORMATION OFFICER 40.00 X 61729 0 1350 632690 0 46894 1 0 0 0 THOMPSON HOSPITALITY SERVICE 1741 BUSINESS CENTER DRIVE SUITE 2 RESTON VA 20190 FOOD SERVICE 2746349 HUNTSVILLE UTILITIES PO BOX 2048 HUNTSVILLE AL 35804 UTILITIES 1789934 BARNES & NOBLE COLLEGE BOOKSTORES PO BOX 823660 PHILADELPHIA PA 19182 BOOKSTORE 1076374 UNITED HEALTHCARE INSURANCE CO 2301 W PLANO PKWY STE 300 PLANO TX 75075 INSURANCE 465413 HARDY CONSULTING INC 3219 S ATLANTIC AVE 801 COCOA BEACH FL 32931 CONSULTING 221265 14 6512689 13559342 20072031 TUITION & FEES 611600 27624893 27624893 AUXILIARY ENTERPRISES 611600 8946699 8946699 EDUCATIONAL ACTIVITIES 611600 278716 278716 INDEPENDENT OPERATIONS 611600 25679 25679 36875987 440181 440181 69882 121322 -51440 -51440 -51440 15000 0 15000 15000 15000 98951 114058 -15107 -15107 719508 225276 494232 494232 OTHER EDUC. SOURCES 611710 2774790 2774790 2774790 60605674 39650777 494232 388634 12461295 12461295 632690 632690 17164675 9172815 7638954 352906 7351395 4414593 2810473 126329 178420 169499 8921 79123 75167 3956 22500 22500 1688068 29134 1574862 84072 368784 78640 275637 14507 776781 381153 389266 6362 105826 36131 66269 3426 32071 32071 3553959 1673247 1860420 20292 1322135 442404 836679 43052 394121 394121 3694235 3694235 918212 18300 872366 27546 CAFETERIA 2700110 2700110 MISCELLANEOUS EXPENSES 988060 611132 358130 18798 PRINTING & PUBLICATIONS 829052 252681 547631 28740 BAD DEBT 800739 484488 300438 15813 1909571 903384 959435 46752 57971822 38018503 19151847 801472 17822910 20954947 959082 852297 7087883 6877934 893985 893985 84470 45882 103658604 54665527 50640011 48993077 94458 134958 16072540 18679858 269420 293986 93924759 97726924 5975569 6204970 914743 914743 10858889 9965555 17749201 17085268 X 53602216 55655978 19278308 21198817 3295034 3786861 76175558 80641656 93924759 97726924 2633852 1832246 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 535651 535651 73499310 29290284 44209026 28832156 25188464 3643692 791487 186779 604708 48993077 MUTUAL FUNDS 14895344 F COMMINGLED PRIVATE INVESTMENTS 3784514 F 18679858 X 55721197 1832246 -7177379 -5345133 61066330 -460656 -460656 60605674 51255099 460656 460656 50794443 7177379 7177379 57971822 PART X, LINE 2: THE UNIVERSITY HAS IMPLEMENTED THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. AS OF JUNE 30, 2017, THE UNIVERSITY HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PREVIOUS OPEN TAX YEARS MAY BE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: INSTITUTIONAL AWARDS -7,177,379. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -121,322. COST OF GOODS SOLD -225,276. FUNDRAISING EXPENSES -114,058. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 121,322. COST OF GOODS SOLD 225,276. FUNDRAISING EXPENSES 114,058. PART XII, LINE 4B - OTHER ADJUSTMENTS: INSTITUTIONAL AWARDS 7,177,379. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY IN BROCHURES, CATALOGUES, AND WRITTEN COMMUNICATIONS, AS WELL AS ON ITS WEB SITE, MAKING IT AVAILABLE TO STUDENTS, AS WELL AS THE GENERAL COMMUNITY. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES GRANTS FROM THE FEDERAL GOVERNMENT. UNCF CAMPAIGN & GALA 98951 98951 114058 98951 98951 114058 114058 -15107 1 ACADEMIC SCHOLARSHIP 319 1419000 SCHOLARSHIP - MISCELLANEOUS 1817 6767288 AUC SCHOLARSHIP 1 11704 PREMIER SCHOLARSHIP 231 2270000 PRESTIGE SCHOLARSHIP 134 791500 INCENTIVE SCHOLARSHIP 155 379000 NATIONAL MERIT SCHOLARSHIP 7 90553 TRANSFER SCHOLARSHIP 130 289250 COLLEGE DAYS SCHOLARSHIP 207 103000 EARLY BIRD SCHOLARSHIP 250 234750 WORTHY STUDENT SCHOLARSHIP 69 105250 A CITY OF HUNTSVILLE 2010-12-31 6080000 PROCEEDS USED TO RETIRE 2008 BOND ISSUANCE & TO PAY 2010 ISSURANCE COST 0 0 0 B CITY OF HUNTSVILLE 2013-06-01 6200000 PROCEEDS USED TO FUND THE RENOVATION OF CARTER HALL 0 0 0 A 6080000 30000 1 0 1 1 B 6200000 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 1 1 1 SUNTRUST BANK 19.500000000000 1 0 0 0 0 B 1 1 1 BB&T 10.000000000000 1 0 0 0 0 A 0 B 0 FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE CORPORATION SHALL ELECT A NOMINATING COMMITTEE, WHO WILL IN TURN NOMINATE PERSONS TO SERVE AS THE BOARD OF TRUSTEES OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE BOARD FOR COMPLETENESS AND ACCURACY PRIOR TO THE FILING OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SENT OUT TO OFFICERS, TRUSTEES AND KEY EMPLOYEES ANNUALLY WITH SIGNATURE REQUIRED TO ENSURE COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PACKAGES ARE BASED ON POLICIES ACCEPTED BY THE NORTH AMERICAN DIVISION FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ORGANIZATION'S OFFICE IN CARE OF GAIL CALDWELL. OAKWOOD ENTERPRISE - R1 LLC 7000 ADVENTIST BOULEVARD HUNTSVILLE AL 35896 EDIBLE ARRANGEMENTS AL 645445 770460 OAKWOOD ENTERPRISE OPERATIONS LLC 7000 ADVENTIST BOULEVARD HUNTSVILLE AL 35896 EDIBLE ARRANGEMENTS AL GENERAL CONFERENCE OF SEVENTH-DAY ADVENTISTS 12501 OLD COLUMBIA PIKE SILVER SPRINGS MD 20904 RELIGIOUS ACTIVITIES MD 501(C)(3) 0 GENERAL CONFERENCE CORPORATION OF SEVENTH-DAY ADVENTISTS 12501 OLD COLUMBIA PIKE SILVER SPRINGS MD 20904 RELIGIOUS ACTIVITIES IN A FIDUCIARY CAPACITY MD 501(C)(3) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 GENERAL CONFERENCE OF SEVENTH-DAY ADVENTISTS S 1646743