2015-05-13T12:17:08-05:00 2014-06-30 420714325 MCGLADREY LLP 531 COUCH DR OKLAHOMA CITY OK 731022251 990 2013-07-01 730579265 OKLAHOMA CITY UNIVERSITY OKLA 2501 N BLACKWELDER OKLAHOMA CITY OK 73106 DONNA NANCE CHIEF FINANCIAL OFFICER 2015-05-11 true ELLAN WRIGHT P00112450 4052397961 2015-05-13 2013 2016-02-25 16:41:14Z ROBERT H HENRY 2501 N BLACKWELDER OKLAHOMA CITY OK 73106 109554400 false 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 44 1793 250 0 11757967 12428992 93038111 91022717 3708373 3119853 2260763 2867799 110765214 109439361 33065607 32108086 0 42964695 42362695 0 2566587 33523964 31550077 109554266 106020858 1210948 3418503 277474691 287465330 95275150 91017132 182199541 196448198 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. false false 82786069 32108086 89455160 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 2013-2014 ACADEMIC YEAR WAS 3,201. 8146686 1567556 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. 90932755 true true false false false false false true false true true false false true true true true false true true false false false false true false false false true true true false false false false false false false false false false true false false false false false false false false true 193 0 1793 true false false false false false false false false false false X 44 44 true false false false false false false true true false false true true true true true false true true false OK X 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 ROY W CHANDLER TREASURER 1.00 X X 0 0 0 WILLIAM F SHDEED CHAIRMAN EME 1.00 X X 0 0 0 ROBERT E HAYES JR RESIDENT BIS 1.00 X X 0 0 0 BRIAN BAKEMAN TRUSTEE 1.00 X 0 0 0 JAMES C BASS TRUSTEE 1.00 X 0 0 0 LOUISE BASS TRUSTEE 1.00 X 0 0 0 HENRY W BROWNE JR TRUSTEE 1.00 X 0 0 0 MARTHA A BURGER TRUSTEE 1.00 X 0 0 0 DENNIS J DOUGHERTY 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 GERALD L GAMBLE TRUSTEE 1.00 X 0 0 0 JUDY BENSON TRUSTEE 1.00 X 0 0 0 MICHAEL GARDNER TRUSTEE 1.00 X 0 0 0 STEPHEN P GARRETT TRUSTEE - FA 1.00 X 0 0 0 JACK E GOLSEN TRUSTEE 1.00 X 0 0 0 MO GROTJOHN TRUSTEE 1.00 X 0 0 0 DIANA COX CRAWFORD TRUSTEE - JA 1.00 X 0 0 0 JOE R 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 ANN LACY TRUSTEE 1.00 X 0 0 0 KURT LEICHTER TRUSTEE 1.00 X 0 0 0 LINDA PETREE LAMBERT TRUSTEE 1.00 X 0 0 0 ROBERT E LONG TRUSTEE 1.00 X 0 0 0 HERMAN MEINDERS TRUSTEE 1.00 X 0 0 0 DAN W PULVER TRUSTEE - FA 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 ROBERT J ROSS TRUSTEE 1.00 X 0 0 0 JEANNETTE SIAS TRUSTEE - SU 1.00 X 0 0 0 JEANNE HOFFMAN SMITH TRUSTEE 1.00 X 0 0 0 B CRAIG STINSON TRUSTEE 1.00 X 0 0 0 STEVEN W TAYLOR TRUSTEE 1.00 X 0 0 0 JERRY B VANNATTA TRUSTEE 1.00 X 0 0 0 GEORGE T WARREN TRUSTEE 1.00 X 0 0 0 DAVID M WILSON TRUSTEE 1.00 X 0 0 0 MARSH PITMAN TRUSTEE 1.00 X 0 0 0 KATIE HILL TRUSTEE 1.00 X 0 0 0 ROCKFORD JOHNSON TRUSTEE 1.00 X 0 0 0 BEATRIZE MARTINEZ TRUSTEE 1.00 X 0 0 0 WILLIAM MEE TRUSTEE 1.00 X 0 0 0 MEG SALYER TRUSTEE 1.00 X 0 0 0 JASON FOREMAN TRUSTEE 1.00 X 0 0 0 ROBIN LADD TRUSTEE - FA 1.00 X 0 0 0 RICHARD PARRY TRUSTEE 1.00 X 0 0 0 ROBERT HENRY PRESIDENT 40.00 X 412610 0 33821 SUSAN BARBER PROVOST/VPAA 40.00 X 224730 0 14410 MARTIN O'GWYNN VICE PRESIDE 40.00 X 147376 0 13932 MAHMOOD SHANDIZ ASSOCIATE VP 40.00 X 143377 0 12691 KEVIN WINDHOLZ ASSOC VICE P 40.00 X 133806 0 13309 DONNA NANCE CFO 40.00 X 126609 0 12920 RICHARD HALL VICE PRESIDE 40.00 X 126564 0 7162 MARY JENKINS GENERAL COUN 40.00 X 111652 0 6226 CRAIG KNUTSON SENIOR ADMIN 40.00 X 108085 0 8814 AMANDA DAVIS ASSISTANT VI 40.00 X 101004 0 10898 KENT BUCHANAN ASSOCIATE PR 40.00 X 97003 0 11530 ELLIZABETH DONNELLY ASSOCIATE VI 40.00 X 91528 0 13780 JOEY CROSLIN CHIEF HR OFF 40.00 X 89731 0 11008 JAMES ABBOTT ASSISTANT VP 40.00 X 82050 0 13274 VALERIE COUCH DEAN 40.00 X 292477 0 20863 ERIC LAITY ASSOCIATE DE 40.00 X 197913 0 15930 STEVEN AGEE DEAN 40.00 X 162257 0 7892 MARK PARKER DEAN 40.00 X 157056 0 11210 LAWRENCE HELLMAN LAW FACULTY 40.00 X 158243 0 14001 ARTHUR LEFRANCOIS LAW FACULTY 40.00 X 157896 0 14328 ALVIN HARRELL LAW FACULTY 40.00 X 150762 0 7738 TRACY STETSON ACCOUNTING F 40.00 X 139067 0 9248 DENNIS ARROW LAW FACULTY 40.00 X 138497 0 10362 MARGARET BALL VP OF CHURCH 40.00 X 55331 0 42 JOHN CONGER GENERAL COUN X 493 0 0 3606117 295389 46 true true false SODEXHO INC AND AFFILIATES PO BOX 536922 ATLANTA GA 303536922 EATERY 2601015 TRILINK RESTORATION GROUP LLC 3300 N SANTA FE OKLAHOMA CITY OK 73118 REMODELING 2568601 WYNN CONSTRUCTION PO BOX 26565 OKLAHOMA CITY OK 731260565 REMODELING/CONS 524529 WITT FIALA FLANNERY AND ASSOCIATES 211 S JEFFERSON AVE ST LOUIS MO 631032511 JANITORIAL 495375 SMITH & PICKEL CONSTRUCTION INC PO BOX 21447 OKLAHOMA CITY OK 731561447 MAINTENANCE/REP 478755 13 195405 571920 11661667 637976 12428992 TUITION AND FEES 611710 82574662 82574662 ROOM/BOARD REVENUES 611710 5946664 5946664 BOOKSTORE REVENUES 451211 1304825 1304825 ALL OTHER PROGAM SERVICE REV 900099 639700 639700 CAMPS/CONFERENCES/WORKSHOPS 611710 294135 294135 262731 262731 91022717 3099837 3099837 263568 263568 447211 447211 447211 447211 20016 20016 20016 20016 68680 195405 115039 -46359 -46359 INSURANCE PROCEEDS 900099 1023516 1023516 ALL OTHER MISC REVENUES 900099 970288 970288 ALL OTHER MISC REVENUES 900099 209575 209575 2203379 109439361 92440216 4570153 32108086 32108086 3368461 1178961 1684231 505269 55865 55865 33118883 30138184 1987133 993566 1083481 985968 65009 32504 1981811 1803448 118909 59454 2754194 2506316 165252 82626 2350002 2350002 73346 73346 91770 91770 341574 341574 611107 549996 61111 1333873 733630 333468 266775 1735729 1301797 260359 173573 138607 103955 20791 13861 5812 5812 757035 711613 30281 15141 1581053 1438758 63242 79053 171213 160940 6849 3424 4075397 4075397 6650660 5320528 1197119 133013 998630 99863 888781 9986 MAINTENANCE/REPAIR 2744253 2250287 411638 82328 ALL OTHER EXPENSES 2348617 2244444 65108 39065 UTILITIES 2106739 1685391 379213 42135 CONTRACT LABOR 1740721 1566649 139258 34814 1693939 1693939 106020858 90932755 12521516 2566587 25555 74458 2966096 7673760 7629946 8997255 2418340 2241848 6135344 5028437 1528261 2006220 240349131 77182625 166749710 163166506 55347981 61981079 3133396 3888839 31540062 32406928 277474691 287465330 8057904 5061889 4466795 4597555 56895744 55811246 25854707 25546442 95275150 91017132 X 85651335 86601461 33431778 45999531 63116428 63847206 182199541 196448198 277474691 287465330 3418503 10830154 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X EDUCATION false 75071314 1492726 11460809 -4016140 84008709 71024076 1755267 5796976 -3505005 75071314 72887290 1877242 -244813 -3500643 71024076 60960486 5160514 9869515 -3103225 72887290 54746822 3399922 6046410 -3232668 60960486 0.03000 0.75000 0.22000 false false 89207 6444227 6533434 156895088 36758202 120136886 28430910 7403611 21027299 48066333 33020812 15045521 423366 423366 163166506 BENEFICIAL INTERESTS IN TRUSTS 30253731 DEFERRED COSTS 1217424 OTHER 935773 32406928 INTEREST SWAP AGREEMENT 14234275 ANNUITIES PAYABLE 3797267 ADVANCES FROM FEDERAL GOVT FOR PERKI 3788000 NOTES PAYABLE 2500000 DEPOSITS HELD IN CUSTODY FOR OTHERS 921093 CAPITAL LEASE OBLIGATIONS 305807 25546442 X 86841573 10830154 -32260770 -21430616 108272189 288695 878477 1167172 109439361 72592916 -878477 -878477 73471393 288695 32260770 32549465 106020858 SCHEDULE D, PAGE 2, 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. SCHEDULE D, PAGE 3, PART X MANAGEMENT EVALUATED THEIR TAX POSITIONS AND CONCLUDED THAT THEY HAVE TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE UNIVERSITY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2011. SCHEDULE D, PAGE 4, PART XI, LINE 2D COGS EXPENSE FOR BOOKSTORE -1,046,449 STUDENT AID SCHOLARSHIPS -31,214,321 SCHEDULE D, PAGE 4, PART XI, LINE 4B INSURANCE SETTLEMENT/PROCEEDS 1,023,516 FUNDRAISING EXPENSES-NET IN VII -115,039 FACILITY RENTAL TO HOUSING FOR SUMMER CAMP -28,000 FACILITY RENTAL - INTERNAL WITH TICKET REVENUE -2,000 SCHEDULE D, PAGE 4, PART XII, LINE 2D INSURANCE SETTLEMENT/PROCEEDS -1,023,516 FUNDRAISING EXPENSES-NET IN VII 115,039 FACILITY RENTAL TO HOUSING FOR SUMMER CAMP 28,000 FACILITY RENTAL - INTERNAL WITH TICKET REVENUE 2,000 SCHEDULE D, PAGE 4, PART XII, LINE 4B COGS EXPENSE FOR BOOKSTORE 1,046,449 STUDENT AID SCHOLARSHIPS 31,214,321 true true true true true true true false false false false false false false false true false true SCHEDULE E, 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, 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 E 91960 67850 24110 AWARDS OF EXCEL 53600 43400 10200 8 118525 84155 34370 115039 264085 195405 68680 115039 115039 -46359 true STUDENT AID/SCHOLARSHIPS 2403 32108086 X X X true true X X X X false false false false false false false false false ROBERT HENRY PRESIDENT 372860 25000 14750 18750 15071 446431 SUSAN BARBER PROVOST/VPAA 224730 11000 3410 239140 MARTIN O'GWYNN VICE PRESIDENT 147376 7635 6297 161308 MAHMOOD SHANDIZ ASSOCIATE VP 143377 6800 5891 156068 VALERIE COUCH DEAN 292477 15000 5863 313340 ERIC LAITY ASSOCIATE DEAN 194913 3000 10000 5930 213843 STEVEN AGEE DEAN 162257 4521 3371 170149 MARK PARKER DEAN 157056 7867 3343 168266 LAWRENCE HELLMAN LAW FACULTY 158243 8100 5901 172244 ARTHUR LEFRANCOIS LAW FACULTY 157896 8050 6278 172224 ALVIN HARRELL LAW FACULTY 150762 7500 238 158500 MARGARET BALL VP OF CHURCH 55331 42 55373 JOHN CONGER GENERAL COUNSEL 493 493 A OK INDUST AUTHORITY REVENUE NOTES 730579265 2010-11-30 60000000 REDMPTION FUND, COST OF ISSUANCE false false false A false false true true A false false false false false false false A false false false false true true JP MORGAN CHASE 25.000000000000 true false false false false X 7 471189 FMV X RECORD COLLECTI 1 44828 FMV X LIBRARY COLLECT 1 83901 FMV X PHOTO COLLECTIO 1 32400 FMV X PLANE TICKET 1 5658 FMV false true false FORM 990 - ORGANIZATION'S MISSION 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. FORM 990, PAGE 6, PART VI, LINE 2 JANE JAYROE GAMBLE GERALD L. GAMBLE SECRETARY TRUSTEE MARRIED MO GROTJOHN HERMAN MEINDERS TRUSTEE TRUSTEE BUSINESS GARY HOMSEY JOE R. HOMSEY, JR. V. CHAIRMAN TRUSTEE FAMILY FORM 990, PAGE 6, PART VI, LINE 11B A COPY IS PRESENTED TO THE BOARD PRIOR TO FILING. FORM 990, PAGE 6, PART VI, 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, PAGE 6, PART VI, LINE 15A 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. FORM 990, PAGE 6, PART VI, LINE 15B 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, PAGE 6, PART VI, LINE 19 UPON REQUEST. FORM 990, PART XI, LINE 9 COGS EXPENSE FOR BOOKSTORE -1,046,449 STUDENT AID SCHOLARSHIPS -31,214,321 INSURANCE SETTLEMENT/PROCEEDS -1,023,516 FUNDRAISING EXPENSES-NET IN VII 115,039 FACILITY RENTAL TO HOUSING FOR SUMMER CAMP 28,000 FACILITY RENTAL - INTERNAL WITH TICKET REVENUE 2,000 INSURANCE SETTLEMENT/PROCEEDS 1,023,516 FUNDRAISING EXPENSES-NET IN VII -115,039 FACILITY RENTAL TO HOUSING FOR SUMMER CAMP -28,000 FACILITY RENTAL - INTERNAL WITH TICKET REVENUE -2,000 COGS EXPENSE FOR BOOKSTORE 1,046,449 STUDENT AID SCHOLARSHIPS 31,214,321