2018-05-07T09:50:33-05:00 2017-06-30 420714325 RSM US LLP 210 PARK AVENUE SUITE 1725 OKLAHOMA CITY OK 73102 990 2016-07-01 730579265 OKLAHOMA CITY UNIVERSITY OKLA 4052085000 2501 N BLACKWELDER OKLAHOMA CITY OK 73106 CATHERINE MANINGER CFO 4052085000 2018-04-30 1 MIKE PLACE P00357051 4052397961 2016 2022-09-23 18:48:47Z ROBERT H HENRY 2501 N BLACKWELDER OKLAHOMA CITY OK 73106 102130169 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 43 1665 250 0 0 5749080 9045898 87044532 87888594 2984766 2373481 2154836 2326481 97933214 101634454 29876191 30381134 0 0 40980257 42610606 0 0 1840197 31648940 31079129 102505388 104070869 -4572174 -2436415 275186056 282529640 91613318 85551457 183572738 196978183 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 89457070 29139847 80548104 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 2016-2017 ACADEMIC YEAR WAS 2,976. 7545790 1241287 9455962 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. 97002860 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 1 186 0 1 1665 1 0 0 0 0 0 0 0 0 X 44 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 ANN JOHNSTONE TRUSTEE 1.00 X 0 0 0 B CRAIG STINSON TRUSTEE 1.00 X 0 0 0 BILL JUNK TRUSTEE 1.00 X 0 0 0 COLBI BEAM TRUSTEE 1.00 X 33663 0 6872 DAVID M WILSON TRUSTEE 1.00 X 0 0 0 EMMANUEL E EDEM TRUSTEE 1.00 X 0 0 0 GARY HOMSEY V. CHAIRMAN 1.00 X X 0 0 0 GEORGE R RANDALL TRUSTEE 1.00 X 0 0 0 GERALD L GAMBLE TRUSTEE 1.00 X 0 0 0 HENRY W BROWNE JR TRUSTEE 1.00 X 0 0 0 HERMAN MEINDERS TRUSTEE 1.00 X 0 0 0 JACK E GOLSEN TRUSTEE 1.00 X 0 0 0 JAMES JIMMY NUNN TRUSTEE 1.00 X 0 0 0 JANE JAYROE GAMBLE SECRETARY 1.00 X X 0 0 0 JASON FOREMAN TRUSTEE 1.00 X 90215 0 5135 JEANNE HOFFMAN SMITH TRUSTEE 1.00 X 0 0 0 JENEE NAIFEH LISTER TRUSTEE 1.00 X 0 0 0 JERRY B VANNATTA TRUSTEE 1.00 X 37500 0 2869 JOE R HOMSEY JR TRUSTEE 1.00 X 0 0 0 JOHN RICHELS TRUSTEE 1.00 X 0 0 0 JUDY BENSON TRUSTEE 1.00 X 0 0 0 LINDA PETREE LAMBERT TRUSTEE 1.00 X 0 0 0 LOU KERR TRUSTEE 1.00 X 0 0 0 LOUISE BASS TRUSTEE 1.00 X 0 0 0 MARSH PITMAN TRUSTEE 1.00 X 0 0 0 MARTHA A BURGER TREASURER 1.00 X X 0 0 0 MEG SALYER TRUSTEE 1.00 X 0 0 0 MICHAEL MICKEY HOMSEY 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 NICHOLAS RHODES TRUSTEE 1.00 X 0 0 0 PATRICK T ROONEY TRUSTEE 1.00 X 0 0 0 PAUL MCLAUGHLIN TRUSTEE 1.00 X 0 0 0 PHIL G BUSEY SR TRUSTEE 1.00 X 0 0 0 RICHARD PARRY TRUSTEE 1.00 X 0 0 0 ROBERT E LONG TRUSTEE 1.00 X 0 0 0 ROBERT J ROSS TRUSTEE 1.00 X 0 0 0 ROCKFORD JOHNSON TRUSTEE 1.00 X 0 0 0 RONALD J NORICK CHAIRMAN 1.00 X X 0 0 0 ROY W CHANDLER TRUSTEE 1.00 X 0 0 0 STEVEN W TAYLOR TRUSTEE 1.00 X 0 0 0 WILLIAM F SHDEED CHAIRMAN EMERITUS 1.00 X X 0 0 0 WILLIAM MEE TRUSTEE 1.00 X 0 0 0 TRICIA L EVEREST TRUSTEE 1.00 X 0 0 0 BRIAN TENER TRUSTEE 1.00 X 0 0 0 AMY AYRES VICE PRESIDENT 40.00 X 114099 0 9386 CASEY ROSS UNIVERSITY GENERAL COUNSEL 40.00 X 142815 0 9739 CATHERINE MANINGER CFO 40.00 X 139409 0 12101 DONNA NANCE CHIEF FINANCIAL OFFICER 40.00 X 13306 0 60 GERRY HUNT CIO 40.00 X 130203 0 13857 JAMES ABBOTT ASST VICE PRESIDENT 40.00 X 109204 0 21204 JOEY CROSLIN CHIEF HR OFFICER 40.00 X 112339 0 13958 KENT BUCHANAN PROVOST/VPAA 40.00 X 162205 0 20303 KEVIN WINDHOLZ VICE PRESIDENT 40.00 X 135508 0 14382 MARTIN O'GWYNN VICE PRESIDENT 40.00 X 153877 0 13039 ROBERT HENRY PRESIDENT 40.00 X 375810 0 39704 ERIC LAITY ASSOCIATE DEAN 40.00 X 193536 0 32012 MARK PARKER DEAN 40.00 X 167794 0 28986 MICHAEL WILLIAMS SENIOR ASSOC. DEAN 40.00 X 158438 0 24509 STEVEN AGEE DEAN 40.00 X 242004 0 17235 VALERIE COUCH DEAN 40.00 X 290277 0 31182 ALVIN HARRELL LAW FACULTY 40.00 X 151236 0 7982 ARTHUR LEFRANCOIS LAW FACULTY 40.00 X 160892 0 26956 LEE PEOPLES DIRECTOR 40.00 X 153060 0 15725 ROBERT GREVE BUSINESS FACULTY 40.00 X 141327 0 18094 RUSSELL EVANS BUSINESS FACULTY 40.00 X 140054 0 17593 3548771 0 402883 41 0 1 0 SODEXO INC AND AFFILIATES PO BOX 536922 ATLANTA GA 303536922 CATERING/MEAL PLANS 2273532 WITT FIALA FLANNERY AND ASSOCIATES INC 211 S JEFFERSON AVE ST LOUIS MO 631032511 JANITORIAL SERVICES 521843 OKLAHOMA PEST SOLUTIONS INC PO BOX 6954 EDMOND OK 730836954 PEST CONTROL 385844 PITZER'S LAWN MANAGEMENT INC 1401 S BROADWAY EDMOND OK 730848654 LAWN SERVICES 258066 SIMPLEXGRINNEL DEPT CH 10320 PALATINE IL 600550320 FIRE ALARM/REMODELING/INSTALLATION 151330 8 334330 388006 8323562 810353 9045898 TUITION AND FEES 611310 79992074 79992074 ROOM/BOARD REVENUES 611710 6600657 6600657 ALL OTHER PROGAM SERVICE REV 900099 556030 556030 CAMPS/CONFERENCES/WORKSHOPS 611710 367829 367829 ELS RENTAL INCOME 611710 271407 271407 100597 100597 87888594 1640307 1640307 287486 287486 684596 0 684596 684596 684596 1041560 308386 733174 733174 733174 93073 334330 187329 -94256 -94256 ALL OTHER MISC REVENUES 900099 1448655 1430876 17779 1448655 101634454 90004066 0 2584490 30381134 30381134 3157791 1759078 1219841 178872 33343122 28965780 3500793 876549 1024524 909707 92227 22590 2616246 2131808 398872 85566 2468923 2092172 302614 74137 2444766 2444766 87626 87626 92323 92323 297203 297203 434118 426907 455 6756 741985 693801 35270 12914 3266973 2287322 842416 137235 831575 391687 428654 11234 1769989 1177563 588627 3799 1494898 1330914 76565 87419 355828 254749 51057 50022 3803033 3803033 6448597 6124305 324292 913501 108526 804590 385 PROFESSIONAL SERVICES 3647255 1207789 2351070 88396 OTHER 2574617 2615910 -245525 204232 UTILITIES 1874842 169430 1705321 91 ALLOCATED EXPENSES FACI 0 11232309 -11232309 104070869 97002860 5227812 1840197 66304 85000 2971538 5470345 3742777 4321033 4469542 2038147 8144895 8094208 1501057 1657116 251520749 93491095 160506690 158029654 58504678 63988796 5302843 5229608 29975732 33615733 275186056 282529640 5550073 6317939 3930036 3707737 52380948 51128623 29752261 24397158 91613318 85551457 X 75997248 83763717 40099481 41748328 67476009 71466138 183572738 196978183 275186056 282529640 -2436415 15830800 11060 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X EDUCATION 0 82310440 2402451 11176673 3921344 91968220 84071991 1807368 433326 4002245 82310440 84008709 3108490 1183364 4228572 84071991 75071314 1492726 11460809 4016140 84008709 71024076 1755267 5796976 3505005 75071314 0.02220 0.75630 0.22150 0 0 1861474 6365828 8227302 156484136 45741056 110743080 35037427 9958564 25078863 51150819 37791475 13359344 621065 621065 158029654 BENEFICIAL INTERESTS IN TRUSTS 32868085 OTHER 747648 33615733 DEPOSITS HELD IN CUSTODY FOR OTHERS 560541 INTEREST SWAP AGREEMENT 13912228 ADVANCES FROM FEDERAL GOVT FOR PERKI 3918000 ANNUITIES PAYABLE 3006389 NOTES PAYABLE 3000000 24397158 X 87052830 15830800 11060 15841860 71210970 310968 30112516 30423484 101634454 73647385 0 73647385 310968 30112516 30423484 104070869 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, 2017 AND 2016, THERE WERE NO UNCERTAIN TAX BENEFITS IDENTIFIED AND RECORDED AS A LIABILITY. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE-NET IN VII -187,329. STUDENT AID/SCHOLARSHIP ASSISTANCE: NET PRESENTATION IN AUDIT REPORT 29,058,560. AUXILIARY DISCOUNT 1,241,285. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID/SCHOLARSHIP ASSISTANCE: NET PRESENTATION IN AUDIT REPORT 29,058,560. FUNDRAISING EXPENSE-NET IN VII -187,329. AUXILIARY DISCOUNT 1,241,285. 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. HALL OF HONOR 131500 131500 50196 AWARDS OF EXCELLENCE 119275 107825 11450 23019 6 176628 110335 66293 114114 427403 349660 77743 187329 187329 -109586 1 STUDENT AID/SCHOLARSHIPS 2265 30381134 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 CASEY ROSS UNIVERSITY GENERAL COUNSEL 142815 0 0 0 0 0 7125 0 2614 0 152554 0 0 0 CATHERINE MANINGER CFO 139409 0 0 0 0 0 6665 0 5436 0 151510 0 0 0 KENT BUCHANAN PROVOST/VPAA 162205 0 0 0 0 0 8614 0 11689 0 182508 0 0 0 MARTIN O'GWYNN VICE PRESIDENT 153877 0 0 0 0 0 7500 0 5539 0 166916 0 0 0 ROBERT HENRY PRESIDENT 375810 0 0 0 0 0 24000 0 15704 0 415514 0 0 0 ERIC LAITY ASSOCIATE DEAN 193536 0 0 0 0 0 24000 0 8012 0 225548 0 0 0 MARK PARKER DEAN 167794 0 0 0 0 0 23554 0 5432 0 196780 0 0 0 MICHAEL WILLIAMS SENIOR ASSOC. DEAN 158438 0 0 0 0 0 24000 0 509 0 182947 0 0 0 STEVEN AGEE DEAN 242004 0 0 0 0 0 11557 0 5678 0 259239 0 0 0 VALERIE COUCH DEAN 290277 0 0 0 0 0 23010 0 8172 0 321459 0 0 0 ALVIN HARRELL LAW FACULTY 151236 0 0 0 0 0 7500 0 482 0 159218 0 0 0 ARTHUR LEFRANCOIS LAW FACULTY 160892 0 0 0 0 0 21735 0 5221 0 187848 0 0 0 LEE PEOPLES DIRECTOR 153060 0 0 0 0 0 15180 0 545 0 168785 0 0 0 ROBERT GREVE BUSINESS FACULTY 141327 0 0 0 0 0 6510 0 11584 0 159421 0 0 0 RUSSELL EVANS BUSINESS FACULTY 140054 0 0 0 0 0 6200 0 11393 0 157647 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 5 144483 FMV X 25 ACRES IN EL RENO 1 740000 FMV X THREE BEDROOM HOUSE IN SE OKLAHOMA 1 11000 FMV X TWO COURT SIDE SEATS TO OK THUNDER 1 5000 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 MARRIED FORM 990, PART VI, SECTION A, LINE 2 MO GROTJOHN HERMAN MEINDERS TRUSTEE TRUSTEE BUSINESS 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.