ACADEMIC PHYSICIANS INSURANCECOMPANY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ACADEMIC PHYSICIANS INSURANCECOMPANY (EIN 20-4687937)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-04-29
- IRS object ID
- 201601209349301165
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-29T14:00:31-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 POWDER FOREST DRIVE | AddressLine1Txt |
| City | SIMSBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06089 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204687937 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Academic Physicians Insurance Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACAD | BusinessNameControlTxt |
| Phone | 8028646269 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Bank Street Suite 610 | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCY WATERFALL | PersonNm |
| Person Title | SECRETARY & DIRECTOR | PersonTitleTxt |
| Signature | 2016-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD BUGGY | PreparerPersonNm |
| PTIN | P00512316 | PTIN |
| Phone | 8606789200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marcy Waterfall | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Bank Street Suite 610 | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,732,728 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Activity Or Mission | THE COMPANY IS ORGANIZED AND OPERATED FOR THE EXCLUSIVE PURPOSE OF SUPPORTING (SEE SCHEDULE O) THE UNIVERSITY OF OKLAHOMA'S ACADEMIC, EDUCATIONAL, RESEARCH, CLINICAL CARE, AND INDIGENT CARE MISSIONS. ACCORDINGLY, ITS SERVICES ARE LIMITED TO PROVIDING COVERAGE RELATED TO THE UNIVERSITY'S MEDICAL PROFESSIONALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,772,786 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,051,970 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,546,329 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,273,869 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $8,319,115 | PYTotalRevenueAmt |
| CY Total Revenue | $10,325,839 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,044,765 | PYOtherExpensesAmt |
| CY Other Expenses | $9,125,127 | CYOtherExpensesAmt |
| PY Total Expenses | $8,044,765 | PYTotalExpensesAmt |
| CY Total Expenses | $9,125,127 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $274,350 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,200,712 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,347,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,969,145 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,869,580 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,632,086 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,477,963 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,337,059 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE COMPANY IS ORGANIZED AND OPERATED FOR THE EXCLUSIVE PURPOSE OF SUPPORTING (SEE SCHEDULE O) THE UNIVERSITY OF OKLAHOMA'S ACADEMIC, EDUCATIONAL, RESEARCH, CLINICAL CARE, AND INDIGENT CARE MISSIONS. ACCORDINGLY, ITS SERVICES ARE LIMITED TO PROVIDING MEDICAL PROFESSIONAL LIABILITY INSURANCE COVERAGE AND RELATED SERVICES TO THE UNIVERSITY'S MEDICAL PROFESSIONALS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $8,316,681 | ExpenseAmt |
| Revenue | $9,051,970 | RevenueAmt |
| Desc | ACADEMIC PHYSICIANS INSURANCE COMPANY PROVIDES MEDICAL PROFESSIONAL LIABILITY INSURANCE COVERAGES TO MEDICAL PROFESSIONALS AT THE UNIVERSITY OF OKLAHOMA, A TAX-EXEMPT ORGANIZATION. THE INSURANCE COVERAGES PROVIDED WILL ASSIST THE UNIVERSITY IN STABILIZING ITS INSURANCE COSTS. THE UNIVERSITY OF OKLAHOMA IS OKLAHOMA'S PREMIER HIGHER EDUCATION INSTITUTION, SERVING THE EDUCATIONAL AND HEALTH CARE NEEDS OF THE STATE AND SURROUNDING REGIONS. ACADEMIC PHYSICIANS INSURANCE COMPANY PROVIDES MEDICAL PROFESSIONAL COVERAGE RELATED TO LIABILITY OF OVER 900 FACULTY PHYSICIANS, 700 RESIDENT PHYSICIANS, AND 700 STUDENTS. COSTS ASSOCIATED WITH PROVIDING INSURANCE COVERAGES ARE IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSE OF SUPPORTING THE UNIVERSITY OF OKLAHOMA. | Desc |
| Total Program Service Expenses | $8,316,681 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 77 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCY WATERFALL CPA ARM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8028646269 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 BANK STREET SUITE 61 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| BRIAN L MADDY | |||||||
| PRESIDENT & DIRECTOR | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $365,958 | $78,188 |
| MARCY WATERFALL | |||||||
| SECRETARY & DIRECTOR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TERRENCE L STULL MD | |||||||
| DIRECTOR & CHAIR (THRU 2/6/15) | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $515,277 | $96,640 |
| RUSSELL POSTIER MD | |||||||
| DIRECTOR & CHAIRMAN (BEGAN 2/6/15) | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $459,205 | $70,606 |
| HEATHER MCCLURE | |||||||
| CHIEF OPERATING OFFICER | 5.00 | 40.00 | Yes (X) | Yes (X) | $0 | $290,754 | $38,534 |
| M DEWAYNE ANDREWS MD | |||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $596,759 | $104,956 | |
| MICHAEL S BRONZE MD | |||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $557,613 | $50,144 | |
| KENNETH D ROWE | |||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $323,227 | $73,472 | |
| STEPHEN THOMAS | |||||||
| DIRECTOR (THRU 3/16/15) | 1.00 | 40.00 | Yes (X) | $0 | $507,636 | $42,641 | |
| LYNN MITCHELL MD | |||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $293,734 | $55,600 | |
| ONDRIA C GLEASON MD | |||||||
| DIRECTOR (BEGAN 3/16/15) | 1.00 | 40.00 | Yes (X) | $0 | $410,784 | $80,350 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,320,947 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $691,131 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNIVERSITY OF OKLAHOMA | |||||
| PO BOX 26901 | OKLAHOMA CITY | OK | 73190 | INSURANCE PROGRAM ADMINISTRATION | $1,720,505 |
| ALLIANT INSURANCE SERVICES | |||||
| 3 LINCOLN CENTER 5430 LBJ FREEWAY | DALLAS | TX | 75240 | UNDERWRITING & POLICY ADMIN. | $255,000 |
| EMMI SOLUTIONS | |||||
| 300 WEST ADAMS STREET SUITE 1 | CHICAGO | IL | 60606 | medical and consulting | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREMIUMS EARNED | Desc |
| Business | 524298 | BusinessCd |
| Total Revenue Column | $9,051,970 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,051,970 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,051,970 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,212,907 | TotalRevenueColumnAmt |
| Exclusion | $1,212,907 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,467,851 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,406,889 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $60,962 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,962 | TotalRevenueColumnAmt |
| Exclusion | $60,962 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,325,839 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,051,970 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,273,869 | ExclusionAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,000 | TotalAmt |
| Program Services | $71,250 | ProgramServicesAmt |
| Management And General | $23,750 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,575 | TotalAmt |
| Management And General | $108,575 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,764 | TotalAmt |
| Management And General | $44,764 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,272 | TotalAmt |
| Program Services | $255,000 | ProgramServicesAmt |
| Management And General | $94,272 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,000 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $220,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,541 | TotalAmt |
| Management And General | $24,541 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,359 | TotalAmt |
| Program Services | $57,359 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,649 | TotalAmt |
| Management And General | $99,649 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,260 | TotalAmt |
| Management And General | $34,260 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,604 | TotalAmt |
| Management And General | $34,604 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| LOSSES AND EXPENSES | $5,977,948 | $5,977,948 |
| UNIVERSITY OF OKLAHOMA SERVICE FEE | $1,636,330 | $1,636,330 |
| PATIENT SAFETY MEDICAL DIRECTOR PROGRAM EXPENSES | $223,511 | $223,511 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,314 | TotalAmt |
| Program Services | $95,283 | ProgramServicesAmt |
| Management And General | $124,031 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,125,127 | TotalAmt |
| Program Services | $8,316,681 | ProgramServicesAmt |
| Management And General | $808,446 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $798,443 | BOYAmt |
| EOY | $2,111,372 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,724 | BOYAmt |
| EOY | $231,973 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,770 | BOYAmt |
| EOY | $295,135 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,966,694 | BOYAmt |
| EOY | $47,362,609 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,255,912 | BOYAmt |
| EOY | $1,968,056 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,347,543 | BOYAmt |
| EOY | $51,969,145 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,317 | BOYAmt |
| EOY | $210,813 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,657,263 | BOYAmt |
| EOY | $25,421,273 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,869,580 | BOYAmt |
| EOY | $25,632,086 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,000 | BOYAmt |
| EOY | $250,000 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,227,963 | BOYAmt |
| EOY | $26,087,059 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,477,963 | BOYAmt |
| EOY | $26,337,059 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,347,543 | BOYAmt |
| EOY | $51,969,145 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,200,712 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$341,616 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF OKLAHOMA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 736017987 | EIN |
| Organization Type | 2 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Schedule D IRS990ScheduleD
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OUTSTANDING LOSS RESERVES (CLAIM SPECIFIC) | $4,549,181 |
| INCURRED BUT NOT REPORTED LOSS RESERVES | $20,872,092 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $25,421,273 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,889,951 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$280,654 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$60,962 | OtherRevenueAmt |
| Revenue Not Reported | -$341,616 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,231,567 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $94,272 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $94,272 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,325,839 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,030,855 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,030,855 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $94,272 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $94,272 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,125,127 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The Company accounts for uncertain tax positions in accordance with FASB ASC 740 "Income Taxes", which provides a framework for how companies should recognize, measure, present and disclose uncertain tax positions in the financial statements. The Company may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. The tax benefits recognized in the financial statements from such position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The Company has no unrecognized tax benefits as of and for the years ended June 30, 2015 and 2014. The Company does not believe it is reasonably possible that its unrecognized tax benefits would materially change in the next twelve months. In the event the Company is ever subject to federal income taxes, its policy would be to recognize interest and penalties related to income taxes as a component of general and administrative expenses. As of June 30, 2015 and 2014, the Company did not record any interest or penalties associated with unrecognized tax benefits. All tax years from fiscal year 2012 and forward are open and subject to examination. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | RECLASSIFICATION FOR REALIZED GAINS - -60962 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIAN L MADDY | ||||||||||||||
| PRESIDENT & DIRECTOR | $0 | $273,038 | $0 | $83,634 | $0 | $9,286 | $0 | $64,629 | $0 | $13,559 | $0 | $444,146 | $0 | $0 |
| TERRENCE L STULL MD | ||||||||||||||
| DIRECTOR & CHAIR (THRU 2/6/15) | $0 | $261,374 | $0 | $234,649 | $0 | $19,254 | $0 | $70,515 | $0 | $26,125 | $0 | $611,917 | $0 | $0 |
| RUSSELL POSTIER MD | ||||||||||||||
| DIRECTOR & CHAIRMAN (BEGAN 2/6/15) | $0 | $211,866 | $0 | $236,297 | $0 | $11,042 | $0 | $54,647 | $0 | $15,959 | $0 | $529,811 | $0 | $0 |
| HEATHER MCCLURE | ||||||||||||||
| CHIEF OPERATING OFFICER | $0 | $189,259 | $0 | $93,107 | $0 | $8,388 | $0 | $18,809 | $0 | $19,725 | $0 | $329,288 | $0 | $0 |
| M DEWAYNE ANDREWS MD | ||||||||||||||
| DIRECTOR | $0 | $468,651 | $0 | $106,270 | $0 | $21,838 | $0 | $97,607 | $0 | $7,349 | $0 | $701,715 | $0 | $0 |
| MICHAEL S BRONZE MD | ||||||||||||||
| DIRECTOR | $0 | $196,805 | $0 | $351,888 | $0 | $8,920 | $0 | $32,322 | $0 | $17,822 | $0 | $607,757 | $0 | $0 |
| KENNETH D ROWE | ||||||||||||||
| DIRECTOR | $0 | $262,946 | $0 | $50,600 | $0 | $9,681 | $0 | $49,217 | $0 | $24,255 | $0 | $396,699 | $0 | $0 |
| STEPHEN THOMAS | ||||||||||||||
| DIRECTOR (THRU 3/16/15) | $0 | $294,529 | $0 | $204,875 | $0 | $8,232 | $0 | $23,171 | $0 | $19,470 | $0 | $550,277 | $0 | $0 |
| LYNN MITCHELL MD | ||||||||||||||
| DIRECTOR | $0 | $262,236 | $0 | $20,279 | $0 | $11,219 | $0 | $44,894 | $0 | $10,706 | $0 | $349,334 | $0 | $0 |
| ONDRIA C GLEASON MD | ||||||||||||||
| DIRECTOR (BEGAN 3/16/15) | $0 | $95,618 | $0 | $307,121 | $0 | $8,045 | $0 | $61,089 | $0 | $19,261 | $0 | $491,134 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCY WATERFALL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | KEY EMPLOYEE OF SERVICE PROVIDER | RelationshipDescriptionTxt |
| Transaction | $95,000 | TransactionAmt |
| Transaction | MARSH CAPTIVE SOLUTIONS PROVIDES ACCOUNTING AND ADMINISTRATIVE SERVICES TO THE ORGANIZATION. | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 3 Delegation of management duties | THE ORGANIZATION CONTRACTS WITH MARSH CAPTIVE SOLUTIONS TO RECEIVE SPECIALIZED INSURANCE ACCOUNTING AND MANAGEMENT SERVICES. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | THE UNIVERSITY OF OKLAHOMA IS THE SOLE MEMBER OF ACADEMIC PHYSICIANS INSURANCE COMPANY (APIC). APIC IS ORGANIZED AND IS OPERATED EXCLUSIVELY TO PROVIDE INSURANCE TO THE UNIVERSITY'S MEDICAL PROFESSIONALS. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | THE ORGANIZATION HAS MEMBERS,OR OTHER PERSONS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE ORGANIZATION PROVIDES COPY OF FORM 990 TO ALL DIRECTORS FOR REVIEW PRIOR TO FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | AT EACH ANNUAL MEETING, CONFLICT OF INTEREST FORMS ARE COLLECTED FROM EACH OFFICER AND DIRECTOR OF THE ORGANIZATION AND REVIEWED FOR POTENTIAL CONFLICTS. DIRECTORS ARE REMINDED THAT IF THERE ARE CHANGES DURING THE YEAR, THEY ARE RESPONSIBLE TO COMMUNICATE THESE CHANGES TO THE BOARD. |
| Form 990, Part VI, Line 19 Required documents available to the public | TO BE IN COMPLIANCE WITH TAX AND REGULATORY REQUIREMENTS, THE COMPANY SUBMITS ITS FORM 990 TO THE IRS, AND THE CAPTIVE ANNUAL REPORT, AUDITED FINANCIALS, AND CONFLICT OF INTEREST STATEMENTS TO THE STATE OF VERMONT. NO OTHER FINANCIAL DOCUMENTS ARE DISTRIBUTED OR MADE AVAILABLE TO THE PUBLIC. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | UNREALIZED HOLDING LOSSES - -280654; RECLASSIFICATION FOR REALIZED GAINS - -60962; |
| Form 990, Part XII, Line 2c | THE BOARD IS RESPONSIBLE FOR THE SELECTION OF AN INDEPENDANT ACCOUNTANT AND IS RESPONSIBLE FOR THE OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT PROCESS. |
| Form 990, Part XII, Line 2c Change of oversight process or selection process | THE BOARD IS RESPONSIBLE FOR THE SELECTION OF AN INDEPENDANT ACCOUNTANT AND IS RESPONSIBLE FOR THE OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT PROCESS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF OKLAHOMA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 26901 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 736017987 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(1 | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part V, Line 1 UNIVERSITY OF OKLAHOMA | FormAndLineReferenceDesc |
| Explanation | ACTUAL | ExplanationTxt |
Comments