2017-05-15T16:14:32-05:00 2016-06-30 263731278 DIPIAZZA LAROCCA HEETER & CO LLC P O BOX 530095 BIRMINGHAM AL 352530095 990 2015-07-01 630366652 OAKWOOD UNIVERSITY OAKW 2567267024 7000 ADVENTIST BLVD HUNTSVILLE AL 35896 GAIL CALDWELL CONTROLLER 2567267024 2017-05-15 1 AV LAROCCA CPA P00071607 2058719973 2015 2021-01-29 14:40:06Z SABRINA COTTON 7000 ADVENTIST BOULEVARD HUNTSVILLE AL 35896 61109377 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 1445 0 501841 -157075 22433763 19718089 38671229 36963205 260377 568730 2969863 3482308 64335232 60732332 13176955 12126930 0 0 27465737 26831003 0 0 824570 18416396 19438104 59059088 58396037 5276144 2336295 93725737 93924759 18889069 17749201 74836668 76175558 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 37759831 12126930 60732332 TO PROVIDE UNDERGRADUATE DEGREE PROGRAMS IN VARIOUS DISCIPLINES INCLUDING ON CAMPUS TRAINING IN SELECTED FIELDS OF STUDY FOR APPROXIMATELY 1800 STUDENTS 37759831 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 1 216 0 1445 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 126256 0 29325 SABRINA COTTON VP FINANCIAL AFFAIRS 50.00 X 69674 0 13691 TIMOTHY MCDONALD PROVOST 50.00 X 69674 0 32734 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 69674 0 13691 PRUDENCE LABEACH POLLARD VP FACULTY DEVELOPMENT 40.00 X 69674 0 23641 GEORGE ASHLEY ACTING VP ACADEMIC AFFAIRS 40.00 X 65261 0 15379 HOWARD WEEMS SENIOR CHAPLAIN 40.00 X 72354 0 3675 KISHA NORRIS EXECUTIVE DIRECTOR 40.00 X 69674 0 1375 TRICIA PENNIECOOK-SAWYERS VP ACADEMIC ADMINISTRATION 40.00 X 41763 0 7669 654004 0 141180 1 0 0 0 THOMPSON HOSPITALITY SERVICE 1741 BUSINESS CENTER DRIVE SUITE 2 RESTON VA 20190 FOOD SERVICE 2736212 HUNTSVILLE UTILITIES PO BOX 2048 HUNTSVILLE AL 35804 UTILITIES 1731348 BARNES & NOBLE COLLEGE BOOKSTORES PO BOX 823660 PHILADELPHIA PA 19182 BOOKSTORE 1000706 DUNLAP COPNTRACTING INC PO BOX 189 LACEYS SPRING AL 35754 CONSTRUCTION 470206 UNITED HEALTHCARE INSURANCE CO 2301 W PLANO PKWY STE 300 PLANO TX 75075 INSURANCE 444168 27 7195541 12522548 19718089 TUITION & FEES 611600 27866092 27866092 AUXILIARY ENTERPRISES 611600 8838853 8838853 EDUCATIONAL ACTIVITIES 611600 241731 241731 INDEPENDENT OPERATIONS 611600 16529 16529 36963205 568730 568730 99569 93518 6051 6051 30000 -23949 97752 71107 26645 26645 684261 212420 471841 471841 OTHER EDUC. SOURCES 611710 2977771 2977771 2977771 60732332 39940976 501841 571426 12126930 12126930 654004 654004 17967411 9629105 7976713 361593 8209588 4784351 3278643 146594 86504 82179 4325 163223 26835 129569 6819 788473 368873 412910 6690 102039 28946 69497 3596 3852599 1724120 2092779 35700 930857 375750 529027 26080 413265 413265 3613307 3613307 781353 759145 22208 CAFETERIA 2582180 2582180 VARIOUS INSTITUTIONAL S 2461519 2338443 123076 VARIOUS STUDENT ACTIVIT 848443 806021 42422 PRINTING & PUBLICATIONS 556343 206735 332206 17402 2257999 1638695 591239 28065 58396037 37759831 19811636 824570 16542710 17822910 1136871 959082 7487170 7087883 893775 893985 16066 84470 101706514 51066503 51845265 50640011 79435 94458 15392040 16072540 332405 269420 93725737 93924759 6227104 5975569 914743 914743 11747222 10858889 18889069 17749201 X 52448560 53602216 19067043 19278308 3321065 3295034 74836668 76175558 93725737 93924759 2336295 -997405 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 453036 453036 72925097 27035794 45889303 27536894 23924121 3612773 791487 106588 684899 50640011 MUTUAL FUNDS 12587240 F COMMINGLED PRIVATE INVESTMENTS 3485300 F 16072540 X 53579750 -997405 -6532222 -7529627 61109377 -377045 -377045 60732332 52240860 377045 377045 51863815 6532222 6532222 58396037 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, 2016, THE UNIVERSITY HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PREVIOUS OPEN TAX YEARS MAY BE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: INSTITUTIONAL AWARDS -6,532,222. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -93,518. COST OF GOODS SOLD -212,420. FUNDRAISING EXPENSES -71,107. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 93,518. COST OF GOODS SOLD 212,420. FUNDRAISING EXPENSES 71,107. PART XII, LINE 4B - OTHER ADJUSTMENTS: INSTITUTIONAL AWARDS 6,532,222. 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 97752 97752 71107 97752 97752 71107 71107 26645 1 ACADEMIC SCHOLARSHIP 311 1516750 SCHOLARSHIP - MISCELLANEOUS 1531 5820847 AUC SCHOLARSHIP 1 5852 PREMIER SCHOLARSHIP 238 2502500 PRESTIGE SCHOLARSHIP 150 966500 INCENTIVE SCHOLARSHIP 131 341000 NATIONAL MERIT SCHOLARSHIP 19 279873 TRANSFER SCHOLARSHIP 136 336250 COLLEGE DAYS SCHOLARSHIP 189 94500 EARLY BIRD SCHOLARSHIP 142 140000 WORTHY STUDENT SCHOLARSHIP 105 122858 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 11 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 -50812 831012 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 2573975