2025-12-22T10:25:59-06:00 2025-06-30 481195228 KELLER & OWENS LLC 10955 LOWELL AVE STE 800 OVERLAND PARK KS 66210 990 2024-07-01 736085616 OKLAHOMA WESLEYAN UNIVERSITY OKLA 9183356200 2201 SILVER LAKE ROAD BARTLESVILLE OK 74006 MIKE HOOD CFO 9183356200 2025-12-19 1 0 GREGORY D OWENS P00048643 9133383500 2025-12-18 2024 2025-03-06 01:10:19Z DR JAMES DUNN 2201 SILVER LAKE ROAD BARTLESVILLE OK 74006 52078543 0 X WWW.OKWU.EDU X 1959 OK CHRISTIAN EDUCATION OF STUDENTS 30 29 495 50 0 0 2884487 4505037 23427080 25694620 1040488 1919339 93718 90791 27445773 32209787 8818205 10447833 0 0 10991263 10350935 0 0 160424 9434128 9923899 29243596 30722667 -1797823 1487120 41970548 44722325 2075720 3339418 39894828 41382907 X AS A CHRISTIAN UNIVERSITY OF THE WESLEYAN CHURCH, OKLAHOMA WESLEYAN UNIVERSITY MODELS A WAY OF THOUGHT, A WAY OF LIFE, AND A WAY OF FAITH. IT IS A PLACE OF SERIOUS STUDY, HONEST QUESTIONS, AND CRITICAL ENGAGEMENT, ALL IN THE CONTEXT OF A LIBERAL ARTS COMMUNITY THAT HONORS THE PRIMACY OF JESUS CHRIST, THE PRIORITY OF SCRIPTURE, THE PURSUIT OF TRUTH, AND THE PRACTICE OF WISDOM. 0 0 26665278 10447833 25806649 THE UNIVERSITY EDUCATED 788 DEGREE SEEKING STUDENTS IN THE FALL SEMESTER, AND 784 DEGREE SEEKING STUDENTS IN THE SPRING SEMESTER. 26665278 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 1 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 1 1117 0 495 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 30 29 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X THE ORGANIZATION 9183356200 2201 SILVER LAKE ROAD BARTLESVILLE OK 74006 JAMES DUNN PRESIDENT 40.00 X X 176820 0 47373 STEVE BABBY TRUSTEE 1.00 X 0 0 0 ROBERT BINGAMAN TRUSTEE 1.00 X 0 0 0 YORTON CLARK TRUSTEE 1.00 X 0 0 0 MAX COLAW TRUSTEE 1.00 X 0 0 0 STEPHEN COLAW TRUSTEE 1.00 X 0 0 0 ERICA FARMER TRUSTEE 1.00 X 0 0 0 MARK FUHR TRUSTEE 1.00 X 0 0 0 JEFF GREENWAY TRUSTEE 1.00 X 0 0 0 MARLA HOYER TRUSTEE 1.00 X 0 0 0 KYLE HUBBARD TRUSTEE 1.00 X 0 0 0 KATY KINNAN TRUSTEE 1.00 X 0 0 0 WARD KOESER TRUSTEE 1.00 X 0 0 0 ABEL LEDEZMA TRUSTEE 1.00 X 0 0 0 JORDAN MCFALL TRUSTEE 1.00 X 0 0 0 ROGER METCALF TRUSTEE 1.00 X 0 0 0 RICH MOORLACH TRUSTEE 1.00 X 0 0 0 JAMES OCCHIPINTI TRUSTEE 1.00 X 0 0 0 JON OTTEN TRUSTEE 1.00 X 0 0 0 JOHN QUINN TRUSTEE 1.00 X 0 0 0 ED ROTZ TRUSTEE 1.00 X 0 0 0 NATE ROVENSTINE TRUSTEE 1.00 X 0 0 0 PETER SALMON TRUSTEE 1.00 X 0 0 0 ROGER SKELLY TRUSTEE 1.00 X 0 0 0 MIKE SKOR TRUSTEE 1.00 X 0 0 0 WES SMITH TRUSTEE 1.00 X 0 0 0 PHILL TAGUE TRUSTEE 1.00 X 0 0 0 DON WALKER TRUSTEE 1.00 X 0 0 0 DOUG WALL TRUSTEE 1.00 X 0 0 0 KATHY WHITE TRUSTEE 1.00 X 0 0 0 BILLY WILSON TRUSTEE 1.00 X 0 0 0 MICHAEL HOOD CFO 40.00 X 89625 0 11099 KERI BOSTWICK PROVOST 40.00 X 125200 0 28951 THOMAS LISTER ASSOCIATE PROVOST 40.00 X 130965 0 33290 KEVIN OSBORN SENIOR VP, ENROLLMENT MANAGEMENT 40.00 X 129475 0 33246 WENDEL WEAVER DEAN, SCHOOL OF BUSINESS 40.00 X 111002 0 32675 KYLE WHITE VP FOR STUDENT AFFAIRS 40.00 X 121814 0 31676 884901 0 218310 6 0 1 0 STOUT CONSTRUCTION INC 9500 N 129TH E AVE SUITE 201 OWASSO OK 74055 CONSTRUCTION SERVICES 1925045 PIONEER COLLEGE CATERERS 2201 SILVER LAKE ROAD BARTLESVILLE OK 74006 CAMPUS FOOD SERVICE 1222548 ENROLLMENTFUEL 136 E ROSEMARY STREET SUITE 100 CHAPEL HILL NC 27514 ENROLLMENT MANAGEMENT 649140 SOLID ROOFING INC 4015 NOWATA RD BARTLESVILLE OK 74006 ROOFING CONTRACTOR 428558 SERVPRO OF BARTLESVILLEMIAMI 3996 WRIGHT RD BARTLESVILLE OK 74006 CUSTODIAL/CONSTRUCTION SERVICES 379967 8 80195 1185322 116506 3123014 227799 4505037 TUITION AND FEES 611310 21758009 21758009 ROOM & BOARD FEES 611310 3629205 3629205 CONFERENCE/CAMP REVENUE 611310 203526 203526 STUDENT FEES AND SERVICES 611310 89219 89219 PROGRAM RENTAL INCOME 531120 14661 14661 25694620 636685 636685 2277 2277 34776 49783 -15007 -15007 -15007 21007555 75039 19799940 0 1207615 75039 1282654 1282654 10525 80195 19033 -8508 -8508 24437 0 24437 24437 BAD DEBT RECOVERY 541990 47937 47937 MISC INCOME 541990 39655 39655 87592 32209787 25806649 0 1898101 10447833 10447833 427524 299267 128257 82378 57665 24713 7355220 6009494 1252914 92812 293681 171211 105287 17183 1637776 845169 791903 704 554356 452930 94431 6995 64860 64860 76086 76086 1994319 1608034 383090 3195 813748 731369 82379 13509 5122 2232 6155 41963 13767 28196 2019911 1632917 380075 6919 770026 647875 113786 8365 36623 36623 1586941 1349130 232031 5780 5724 3988 1613 123 STUDENT FOOD SERVICE 1165697 1165697 INSTRUCTIONAL EXP AND S 809177 707747 89237 12193 DUES AND SUBSCRIPTIONS 264541 255289 9252 BAD DEBT EXPENSE 260774 260774 30722667 26665278 3896965 160424 X 3555 4064 5984322 5133473 79676 273249 607226 702161 19134 28964 676242 447161 56218767 30739694 23880754 25479073 10007022 11327390 562264 1212408 63530 55126 86823 59256 41970548 44722325 1379336 1355688 282650 396967 1299649 143000 143000 270734 144114 2075720 3339418 X 28003390 27064423 11891438 14318484 39894828 41382907 41970548 44722325 1487120 959 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 258550 X X X 0 11335922 722514 1538358 362797 13233997 10602037 14429 935578 216122 11335922 9442913 648041 740612 229529 10602037 10115370 374455 -858200 188712 9442913 8317162 87959 1899559 189310 10115370 0.17880 0.53520 0.28600 0 0 1101613 1101613 39194049 18882532 20311517 12701815 11418973 1282842 3221290 438189 2783101 25479073 DEPOSITS HELD 33931 ANNUITIES PAYABLE 1573 U.S. GRANTS REFUNDABLE 42023 LEASE LIABILITY 66587 144114 X 21748868 959 62041 63000 21685868 76086 10447833 10523919 32209787 20260789 62041 62041 20198748 76086 10447833 10523919 30722667 PART III, LINE 4: THE ORGANIZATION HAS DEAD SEA SCROLLS THAT CONTRIBUTE TO RELIGIOUS EDUCATION AND HISTORY. THE ORGANIZATION HAS A BRONZE ART COLLECTION THAT CONTRIBUTE TO THE ORGANIZATION'S EDUCATION PURPOSES. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO BE USED FOR VARIOUS PURPOSES TO ADVANCE CHRISTIAN EDUCATION AND TO AID THE UNIVERSITY. PART X, LINE 2: THE UNIVERSITY HAS ADOPTED THE PROVISIONS OF FASB ASC 740-10 ACCOUNTING FOR UNCERTAIN INCOME TAX POSITIONS AS IT MIGHT APPLY TO FINANCIAL TRANSACTIONS. THE UNIVERSITY'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION THAT IS BENEFICIAL, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO THE TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF JUNE 30, 2025 AND, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 12,258. RENTAL EXPENSES 49,783. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 10,447,833. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 12,258. RENTAL EXPENSES 49,783. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 10,447,833. 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'S NONDISCRIMINATION POLICY IS PUBLICIZED IN THE STUDENT HANDBOOK. THE ORGANIZATION ALSO PUBLICIZES ITS NONDISCRIMINATION POLICY ON ITS WEBSITE IN ACCORDANCE WITH INTERNAL REVENUE PROCEDURE 2019-22. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION PARTICIPATES IN GOVERNMENT GRANT AND LOAN PROGRAMS FOR STUDENTS. NORTH AMERICA 0 0 PROGRAM SERVICE MISSION TRIP TO HELP WITH CONSTRUCTION AND TO FURTHER THE SHARING OF THE GOSPEL 17497 0 0 0 0 0 0 17497 0 17497 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION DOES NOT GRANT FUNDS TO FOREIGN ORGANIZATIONS OR INDIVIDUALS. THE FOREIGN EXPENDITURES REPRESENT TRAVEL AND LODGING EXPENSES RELATED TO THE MISSION TRIP DESCRIBED IN PART I. BONANZA 90720 80195 10525 3249 5306 10478 90720 80195 10525 3249 5306 10478 19033 -8508 1 SCHOLARSHIPS 626 10447833 FMV NONCASH TUITION REDUCTION FORM 990, SCHEDULE I, PART III THE UNIVERSITY PROVIDES NON-CASH TUITION REDUCTION SCHOLARSHIPS FOR STUDENTS. THE ORGANIZATION HAS SET CRITERIA FOR THESE SCHOLARSHIPS. X 1 1 X X X 0 0 0 0 0 0 0 0 0 JAMES DUNN PRESIDENT 176820 0 0 0 0 0 30869 0 16504 0 224193 0 0 0 THOMAS LISTER ASSOCIATE PROVOST 130965 0 0 0 0 0 10403 0 22887 0 164255 0 0 0 KEVIN OSBORN SENIOR VP, ENROLLMENT MANAGEMENT 129475 0 0 0 0 0 10285 0 22961 0 162721 0 0 0 KERI BOSTWICK PROVOST 125200 0 0 0 0 0 10498 0 18453 0 154151 0 0 0 KYLE WHITE VP FOR STUDENT AFFAIRS 121814 0 0 0 0 0 11692 0 19984 0 153490 0 0 0 PART I, LINE 1A QUALIFIED CAMPUS LODGING IS FURNISHED. MINISTERS RECEIVE CLERGY HOUSING ALLOWANCE. PART I, LINE 3 COMPENSATION IS COMPARED WITH OTHER COLLEGES AND UNIVERSITIES IN THE REGION AS WELL AS OTHER WESLEYAN UNIVERSITIES. COMPENSATION FOR THE PRESIDENT IS REVIEWED BY THE BOARD OF DIRECTORS. COMPENSATION FOR OTHERS IS REVIEWED BY INDEPENDENT PERSONS OF SENIOR MANAGEMENT. BEN ROTZ FAMILY MEMBER OF ED ROTZ, TRUSTEE 82378 COMPENSATION FOR SERVICES 0 X 3 221024 FAIR MARKET VALUE X AUCTION ITEMS 24 6775 FAIR MARKET VALUE 0 1 1 PART I, COLUMN (B): NUMBER OF CONTRIBUTORS PART I, LINE 32B: THE ORGANIZATION USES A THIRD PARTY BROKER TO SELL DONATED STOCK. CHURCH STATUS PURSUANT TO CODE SECTION 6033(A)(3)(A)(I), CHURCHES ARE EXEMPT FROM FILING FORM 990. OKLAHOMA WESLEYAN UNIVERSITY (OWU) HAS ELECTED VOLUNTARILY TO FILE FORM 990 OUT OF A DESIRE TO FOSTER TRANSPARENCY AND ACCOUNTABILITY. OWU'S VOLUNTARY DECISION TO FILE FORM 990 SHOULD IN NO WAY BE INTERPRETED AS BEING INCONSISTENT WITH ITS STATUS AS A CHURCH (PART OF THE WESLEYAN CHURCH) OR BE DEEMED A WAIVER OF ANY OF THE RIGHTS OF PRIVILEGES THAT ACCOMPANY ITS RECOGNIZED STATUS AS A CHURCH. OWU CONTINUES TO OPERATE IN ALL WAYS AS A CHURCH DESCRIBED IN SECTIONS 509(A)(1) AND 170(B)(1)(A)(I) OF THE CODE. FORM 990, PART VI, SECTION A, LINE 2 STEPHEN COLAW AND MAX COLAW HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES DIRECTORS WITH A CONFLICT OF INTEREST TO RECUSE THEMSELVES FROM ANY DISCUSSION OR DECISION MAKING RELATED TO CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE PRESIDENT IS REVIEWED BY THE BOARD OF DIRECTORS AND DOCUMENTED IN MEETING MINUTES. COMPENSATION FOR OTHER OFFICERS IS REVIEWED BY THE PRESIDENT AND DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE WESLEYAN CHURCH PO BOX 50434 INDIANAPOLIS IN 46250 351148762 CHURCH IN 501(C)(3) LINE 1 N/A 0 BARTLESVILLE WESLEYAN COLLEGE ENDOWMENT 2201 SILVER LAKE ROAD BARTLESVILLE OK 74006 731243462 SUPPORTS THIS ORGANIZATION, OKLAHOMA WESLEYAN UNIVERSITY OK 501(C)(3) LINE 12B, II N/A 0 MILTONVALE WESLEYAN COLLEGE 2201 SILVER LAKE ROAD BARTLESVILLE OK 74006 480586383 CHRISTIAN EDUCATION KS 501(C)(3) LINE 2 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0