OKLAHOMA BAPTIST UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- OKLAHOMA BAPTIST UNIVERSITY (EIN 73-0579264)
- Tax period
- 2011-08-01 to 2012-07-31
- Filed
- 2013-05-21
- IRS object ID
- 201331419349300223
- Schema version
- 2011v1.5
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-21T14:27:05-05:00 | Timestamp |
| Tax Period End Date | 2012-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363990892 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capin Crouse LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2435 Research Parkway Suite 200 | AddressLine1 |
| City | Colorado Springs | City |
| State | CO | State |
| ZIP Code | 80920 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730579264 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oklahoma Baptist University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OKLA | NameControl |
| Phone | 4052752850 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 W University Box 61207 | AddressLine1 |
| City | Shawnee | City |
| State | OK | State |
| ZIP Code | 74804 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Randy Smith | Name |
| Title | Exec VP Business & Admin Svcs | Title |
| Phone | 4052752850 | Phone |
| Date Signed | 2013-05-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David C Moja | Name |
| PTIN | P00747006 | PTIN |
| Phone | 7195286225 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Dr David W Whitlock | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 W University Box 61207 | AddressLine1 |
| City | Shawnee | City |
| State | OK | State |
| ZIP Code | 74804 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 55812611 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.okbu.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1910 | YearFormation |
| State Legal Domicile | OK | StateLegalDomicile |
| Activity Or Mission Description | A Christian Liberal Arts University | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 31 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 31 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1339 | TotalNbrEmployees |
| Total Nbr Volunteers | 80 | TotalNbrVolunteers |
| Total Gross UBI | -74003 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6790100 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8567903 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 37372487 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 42394149 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3886922 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4007761 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1102957 | OtherRevenuePriorYear |
| Other Revenue Current Year | 428256 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 49152466 | TotalRevenuePriorYear |
| Total Revenue Current Year | 55398069 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 14902327 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 17855578 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 18239028 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 19395509 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 94239 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 113514 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1560436 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 14776125 | OtherExpensePriorYear |
| Other Expenses Current Year | 15946249 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 48011719 | TotalExpensesPriorYear |
| Total Expenses Current Year | 53310850 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1140747 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2087219 | RevenuesLessExpensesCY |
| Total Assets BOY | 171572843 | TotalAssetsBOY |
| Total Assets EOY | 170601784 | TotalAssetsEOY |
| Total Liabilities BOY | 17040401 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 17699230 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 154532442 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 152902554 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | As a Christian liberal arts university, Oklahoma Baptist University transforms lives by equipping students to pursue academic excellence, integrate faith with all areas of knowledge, engage a diverse world and live worthy of the high calling of God in Christ. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 33099904 | Expense |
| Grants | 17855578 | Grants |
| Revenue | 30058490 | Revenue |
| Description | Academic Instruction (Tuition & Fees) - Oklahoma Baptist University offers 10 bachelor's degrees, one associate's degree and two graduate degrees. There are 84 undergraduate academic major fields of study, with pre-professional degrees in several areas. The academic offerings are operated through five schools and colleges: Arts and Sciences, Business, Christian Service, Fine Arts, and Nursing. The University's core curriculum integrates academic disciplines to provide a rigorous liberal arts education. Master's degrees are offered in business administration and nursing. The University's four-year graduation rate is among the highest in the region. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5449335 | Expense |
| Revenue | 7608840 | Revenue |
| Description | Auxiliary Enterprises- Oklahoma Baptist University operates residential facilities for approximately 1,200 of the University's approximately 2,000 enrolled students. Campus dining is provided through ARAMARK Campus Services. The University's bookstore is operated by Tree of Life Bookstores. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7030740 | Expense |
| Revenue | 3271106 | Revenue |
| Description | Oklahoma Baptist University provides a range of services to students, including health services, career planning and placement, counseling, financial aid, athletic opportunities through 17 varsity sports, several junior varsity teams, an extensive intramural sports program, campus activities, a University Concert Series, and an array of Campus Ministry programs, including eight local ministry teams, and year-round international missions and service experiences. These services are tied to OBU's mission statement: As a Christian liberal arts university, OBU transforms lives by equipping students to pursue academic excellence, integrate faith with all areas of knowledge, engage a diverse world, and live worthy of the high calling of God in Christ. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 296362 | Expense |
| Revenue | 1492626 | Revenue |
| Description | Institutional support for all services provided to approximately 2,000 students. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 296362 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1492626 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 45876341 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2586 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1339 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 31 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 31 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lauri Fluke AVP Finance & Admin | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4055855130 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 W University Box 61207 | AddressLine1 |
| City | Shawnee | City |
| State | OK | State |
| ZIP Code | 74804 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (40 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Reagan Bradord Sr | ||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |
| Greg Clifford | ||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |
| Danny Frazee | ||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |
| Scott Hamilton | ||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |
| Tony Lambert | ||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |
| Jeff Moore | ||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |
| Michael D Rader | ||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |
| Lloyd White | ||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |
| Jeanette Bradshaw | ||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |
| Todd Fisher | ||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |
| Bill Ford | ||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |
| Henry Gold | ||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |
| Rusty Gunn | ||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |
| Danna Humphreys | ||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |
| Don Scott | ||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |
| Ralph Chapman | ||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |
| Eric Costanzo | ||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |
| Ron Davis | ||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |
| Jim Gebhart Jr | ||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |
| David Lawrence | ||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |
| Doug Passmore | ||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |
| Carl Storm | ||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |
| Earlene Washburn | ||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |
| Steven Bagwell Nov11-July12 | ||||||
| Trustee (Part Year) | 0.50 | X | 0 | 0 | 0 | |
| Paul Briggs Nov11-July12 | ||||||
| Trustee (Part Year) | 0.50 | X | 0 | 0 | 0 | |
| Jarrod Frie Nov11-July12 | ||||||
| Trustee (Part Year) | 0.50 | X | 0 | 0 | 0 | |
| Michael Gabbert Nov11-July12 | ||||||
| Trustee (Part Year) | 0.50 | X | 0 | 0 | 0 | |
| Allison Huebert Nov11-July12 | ||||||
| Trustee (Part Year) | 0.50 | X | 0 | 0 | 0 | |
| Fred King Nov11-July12 | ||||||
| Trustee (Part Year) | 0.50 | X | 0 | 0 | 0 | |
| Earl Stephenson Nov11-July12 | ||||||
| Trustee (Part Year) | 0.50 | X | 0 | 0 | 0 | |
| Mike Tignor Nov11-July12 | ||||||
| Trustee (Part Year) | 0.50 | X | 0 | 0 | 0 | |
| Jim Westmoreland Aug11-Nov11 | ||||||
| Trustee (Part Year) | 0.50 | X | 0 | 0 | 0 | |
| WL Brown Aug11-Nov11 | ||||||
| Trustee (Part Year) | 0.50 | X | 0 | 0 | 0 | |
| Bill Horne Aug11-Nov11 | ||||||
| Trustee (Part Year) | 0.50 | X | 0 | 0 | 0 | |
| Clyde Steelman Aug11-Nov11 | ||||||
| Trustee (Part Year) | 0.50 | X | 0 | 0 | 0 | |
| James Wilder Aug11-Nov11 | ||||||
| Trustee (Part Year) | 0.50 | X | 0 | 0 | 0 | |
| Scott Neighbors Aug11-Nov11 | ||||||
| Trustee (Part Year) | 0.50 | X | 0 | 0 | 0 | |
| David W Whitlock | ||||||
| President | 50.00 | 154155 | 0 | 75077 | X | |
| Randy L Smith | ||||||
| EVP for Bus and Admin Serv | 50.00 | 118151 | 0 | 14337 | X | |
| R Stanton Norman | ||||||
| Provost | 50.00 | 70428 | 0 | 55252 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 342734 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 144666 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Aramark Campus Services | |||||
| 500 W University Box 61701 | Shawnee | OK | 74804 | Food/Catering Svcs | 2210522 |
| Aramark Facility Services | |||||
| 500 W University Box 61837 | Shawnee | OK | 74804 | Custodial Services | 725575 |
| Royall & Company | |||||
| 1920 E Parham Road | Richmond | VA | 23228 | Adm/Recruit Consult | 331243 |
| Xerox Capital Services LLC | |||||
| PO Box 660502 | Dallas | TX | 75266 | Copy/Mailroom Svcs | 242592 |
| CJC Architects | |||||
| 1401 S Denver Suite B | Tulsa | OK | 74119 | Architect | 212051 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 13 | NumberOfContractorsGT100K |
| Related Organizations | 3963119 | RelatedOrganizations |
| Government Grants | 270443 | GovernmentGrants |
| All Other Contributions | 4334341 | AllOtherContributions |
| Noncash Contributions | 214250 | NoncashContributions |
| Total Contributions | 8567903 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition | 900099 | 30058490 | 30058490 |
| Auxiliary-Hsng/Meals | 721310 | 7608840 | 7608840 |
| Fees | 900099 | 3271106 | 3271106 |
| Misc Educational Svcs | 900099 | 1255177 | 1255177 |
| Other Income | 900099 | 200536 | 200536 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 42394149 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4081764 | TotalRevenueColumn |
| Related Or Exempt Function Income | 36913 | RelatedOrExemptFunctionIncome |
| Exclusion | $4,044,851 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 428256 | TotalRevenueColumn |
| Exclusion | $428,256 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 340539 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 414542 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -74003 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -74003 | TotalRevenueColumn |
| Unrelated Business Revenue | -74003 | UnrelatedBusinessRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 55398069 | TotalRevenueColumn |
| Related Or Exempt Function Income | 42431062 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -74003 | UnrelatedBusinessRevenue |
| Exclusion | $4,473,107 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17855578 | Total |
| Program Services | 17855578 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 422373 | Total |
| Program Services | 25419 | ProgramServices |
| Management And General | 311714 | ManagementAndGeneral |
| Fundraising | 85240 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15604 | Total |
| Program Services | 15604 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15561308 | Total |
| Program Services | 13163065 | ProgramServices |
| Management And General | 1630459 | ManagementAndGeneral |
| Fundraising | 767784 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 783644 | Total |
| Program Services | 657368 | ProgramServices |
| Management And General | 88076 | ManagementAndGeneral |
| Fundraising | 38200 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1597885 | Total |
| Program Services | 839216 | ProgramServices |
| Management And General | 689055 | ManagementAndGeneral |
| Fundraising | 69614 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1014695 | Total |
| Program Services | 843118 | ProgramServices |
| Management And General | 132557 | ManagementAndGeneral |
| Fundraising | 39020 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26891 | Total |
| Management And General | 26891 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67555 | Total |
| Management And General | 67555 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113514 | Total |
| Fundraising | 113514 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27318 | Total |
| Management And General | 27183 | ManagementAndGeneral |
| Fundraising | 135 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 769734 | Total |
| Program Services | 500849 | ProgramServices |
| Management And General | 255394 | ManagementAndGeneral |
| Fundraising | 13491 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 234526 | Total |
| Program Services | 156244 | ProgramServices |
| Management And General | 78282 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2633998 | Total |
| Program Services | 1730392 | ProgramServices |
| Management And General | 805816 | ManagementAndGeneral |
| Fundraising | 97790 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 980274 | Total |
| Program Services | 120122 | ProgramServices |
| Management And General | 826005 | ManagementAndGeneral |
| Fundraising | 34147 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2333013 | Total |
| Program Services | 1984247 | ProgramServices |
| Management And General | 280484 | ManagementAndGeneral |
| Fundraising | 68282 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1469017 | Total |
| Program Services | 1309291 | ProgramServices |
| Management And General | 84610 | ManagementAndGeneral |
| Fundraising | 75116 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 785602 | Total |
| Program Services | 637951 | ProgramServices |
| Management And General | 61774 | ManagementAndGeneral |
| Fundraising | 85877 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 542764 | Total |
| Program Services | 542764 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2278423 | Total |
| Program Services | 1850385 | ProgramServices |
| Management And General | 389000 | ManagementAndGeneral |
| Fundraising | 39038 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 479545 | Total |
| Program Services | 446357 | ProgramServices |
| Fundraising | 33188 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Food service | 2569225 | 2569225 | |
| Other | 345242 | 345242 | |
| Equipment rent/maint | 279404 | 279404 | |
| Bad debt expense | 123718 | 4500 | 119218 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53310850 | Total |
| Program Services | 45876341 | ProgramServices |
| Management And General | 5874073 | ManagementAndGeneral |
| Fundraising | 1560436 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10631 | BOY |
| EOY | 10631 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1319970 | BOY |
| EOY | 2560292 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 164034 | BOY |
| EOY | 34319 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1765850 | BOY |
| EOY | 1750753 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 278840 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26057 | BOY |
| EOY | 10974 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 211886 | BOY |
| EOY | 588843 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 99473695 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 40174954 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57981144 | BOY |
| EOY | 59298741 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1705080 | BOY |
| EOY | 1739788 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12900284 | BOY |
| EOY | 10325531 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1334215 | BOY |
| EOY | 1278484 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94153692 | BOY |
| EOY | 92724588 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 171572843 | BOY |
| EOY | 170601784 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1365979 | BOY |
| EOY | 2543445 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1024401 | BOY |
| EOY | 1323788 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9089380 | BOY |
| EOY | 8712458 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5560641 | BOY |
| EOY | 5119539 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17040401 | BOY |
| EOY | 17699230 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56098863 | BOY |
| EOY | 55582360 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19879409 | BOY |
| EOY | 16737545 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78554170 | BOY |
| EOY | 80582649 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 154532442 | BOY |
| EOY | 152902554 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 171572843 | BOY |
| EOY | 170601784 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2087219 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -3717107 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 99638591 | BeginningOfYearBalance |
| Contributions | 2237738 | Contributions |
| Investment Earnings Or Losses | -407608 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1964782 | GrantsOrScholarships |
| Other Expenditures | 379202 | OtherExpenditures |
| Administrative Expenses | 1094105 | AdministrativeExpenses |
| End Of Year Balance | 98030632 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 91026123 | BeginningOfYearBalance |
| Contributions | 821222 | Contributions |
| Investment Earnings Or Losses | 11401353 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 977553 | GrantsOrScholarships |
| Other Expenditures | 1528994 | OtherExpenditures |
| Administrative Expenses | 1103560 | AdministrativeExpenses |
| End Of Year Balance | 99638591 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 85329444 | BeginningOfYearBalance |
| Contributions | 2099774 | Contributions |
| Investment Earnings Or Losses | 6790528 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 844967 | GrantsOrScholarships |
| Other Expenditures | 1321614 | OtherExpenditures |
| Administrative Expenses | 1027042 | AdministrativeExpenses |
| End Of Year Balance | 91026123 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 96728627 | BeginningOfYearBalance |
| Contributions | 8941122 | Contributions |
| Investment Earnings Or Losses | -13451526 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2372704 | GrantsOrScholarships |
| Other Expenditures | 3677921 | OtherExpenditures |
| Administrative Expenses | 838154 | AdministrativeExpenses |
| End Of Year Balance | 85329444 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.05000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.82000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.13000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4696738 | OtherCostOrOtherBasis |
| Book Value | 4696738 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 67465900 | OtherCostOrOtherBasis |
| Depreciation | 23143378 | Depreciation |
| Book Value | 44322522 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 283789 | OtherCostOrOtherBasis |
| Book Value | 283789 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18891644 | OtherCostOrOtherBasis |
| Depreciation | 15068481 | Depreciation |
| Book Value | 3823163 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8135624 | OtherCostOrOtherBasis |
| Depreciation | 1963095 | Depreciation |
| Book Value | 6172529 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 59298741 | TotalOfBookValueLandBuildings |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 10833 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Church Building Loan Fund | 8903088 | F |
| Mineral Interests | 1400677 | F |
| Other Misc Investments | 10933 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 10325531 | TotalOfBookValueSecurities |
Other Assets OtherAssets (8 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Trusts administered by Southern Bapt Fdn | 157482 |
| Trusts administered by Presbyterian Fdn | 14522 |
| Wiley Trust | 243 |
| Zoll Trust | 846630 |
| Toland Trust | 1665956 |
| Violet Sturgeon Minton Trust | 82078 |
| Trusts administered by OK City Comm Found | 636548 |
| Funds held in trust-Baptist Found of OK | 89321129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 92724588 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Funds held in trust for others | $54,017 |
| Government advances refundable | $801,751 |
| Asset retirement obligation | $743,771 |
| Post-retirement benefits obligation | $3,520,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5119539 | TotalOfAmounts |
| Total Revenue | 55398069 | TotalRevenue |
| Total Expenses | 53310850 | TotalExpenses |
| Excess Or Deficit For Year | 2087219 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -2568747 | NetUnrealizedGLOnInvestments |
| Other | -$1,148,360 | OtherAmount |
| Total Adjustments | -3717107 | TotalAdjustments |
| Excess Or Deficit Per FS | -1629888 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 37915181 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -2568747 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -2568747 | RevenueNotRptdF990 |
| Revenue Subtotal | 40483928 | RevenueSubtotal |
| Other Revenues Not Included | 14914141 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 14914141 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 55398069 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 38396709 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 38396709 | ExpensesSubtotal |
| Other Expenses Not Included | 14914141 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 14914141 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 53310850 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | Income from endowment funds is used to provide scholarships, instructional and academic support, funding for student loans, funding for faculty positions and faculty development as well as overall operational support for the University. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X: | The financial statement effects of a tax position taken or expected to be taken are recognized in the financial statements when it is more likely than not, based on the technical merits, that the position will be sustained upon examination. Interest and penalties, if any, are included in expenses in the statements of activities. As of July 31, 2012, the University had no uncertain tax positions that qualify for recognition or disclosure in the financial statements. |
| Part XI, Line 8 - Other Adjustments: | Change in supporting organization's assets reported on separate Form 990 -1,148,360. | |
| Part XII, Line 4b - Other Adjustments: | Scholarships 14,914,141. | |
| Part XIII, Line 4b - Other Adjustments: | Scholarships 14,914,141. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Explanation of Nondiscriminatory Policy Publication | Schedule E, Part I, Line 3 | The University publicizes this policy in local newspapers and on the University's website. In addition, admissions counselors utilize promotion and recruiting procedures designed to inform and attract students from all racial segments within their recruiting territories. |
| Explanation of Government Financial Assistance | Schedule E, Part I, Line 6 | The University receives federal college work study funds and supplemental educational opportunity grant funds that are passed directly to students through these programs. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (6 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | Student Trips | 18456 |
| East Asia and the Pacific | 0 | 0 | Program Services | Student Trips | 19890 |
| Europe (Including Iceland & Greenland) | 0 | 0 | Program Services | Student Trips | 77103 |
| South America | 0 | 0 | Program Services | Student Trips | 18653 |
| South Asia | 0 | 0 | Program Services | Student Trips | 68357 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Student Trips | 60538 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 262997 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 262997 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Method Used to Acccount for Expenditures: | Identifier |
| Explanation | Schedule F, Part I, Line 3: Foreign expenditures are monies expended for mission or academic study trips outside the US. Expenditures are recorded based on actual out-of-pocket expenses while traveling outside the US using expense reports and other appropriate documentation. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cargill & Associates | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4701 Altamesa Blvd | AddressLine1 |
| City | Fort Worth | City |
| State | TX | State |
| ZIP Code | 76133 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Fundraising Consultants | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 113514 | AmountRetainedByContractor |
| Net To Organization | -113514 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 113514 | TotalRetainedByContractors |
| Total Net To Organization | -113514 | TotalNetToOrganization |
| Licensed States | OK | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships | TypeOfGrant |
| Number Of Recipients | 1936 | NumberOfRecipients |
| Amount Of Cash Grant | 17855578 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: The University awards scholarships to individual students based upon financial need, scholastic ability and other criteria. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | David W Whitlock | NamePerson |
| Base Compensation Filing Org | 152615 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 100 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 1440 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 10422 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 64655 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 229232 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | The University owns a personal residence on the University campus in which the President is required to live. The benefit qualifies as non-taxable employer provided housing in accordance with the provisions of Internal Revenue Code Section 119. Because the property is owned by the University and on University grounds, maintenance is provided by the University. In addition, the President's wife accompanies the President on various Univeristy events for which travel is required. These travel arrangements are paid by the University. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Organization | Tuition Assistance | RelationshipWithOrganization |
| Amount Of Grant | 21486 | AmountOfGrant |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Alice J Norman | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Spouse of officer | Relationship |
| Amount Of Transaction | 15604 | AmountOfTransaction |
| Description Of Transaction | W2 Employee | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 214250 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Public Exchg | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Method for Determining Number of Contributors: | Identifier |
| Return Reference | Part I, Column (b): | ReturnReference |
| Explanation | The number of contributions reported represent the number of items contributed. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | The Form 990 is prepared by an independent CPA firm, then reviewed by the Finance Team, before the return is made available to the Audit Committee and the whole board prior to its being submitted to the IRS. | |
| Form 990, Part VI, Section B, line 12c | Officers, trustees, key employees and all employees with budgetary responsibility are required to submit conflict of interest disclosures annually. These forms are reviewed by management as well as the Audit Committee. Any conflicts or potential conflicts are resolved by the Audit Committee and the Board of Trustees. | |
| Form 990, Part VI, Section B, line 15 | The University participates in annual salary studies of various higher education associations and uses the studies to review appropriateness of officer and key employees salaries. The President has an annual review by the Board of Trustees that includes a performance review and comparison to average salaries of like institutions. The deliberations and decisions regarding executive compensation are documented in the board minutes. | |
| Form 990, Part VI, Section C, line 19 | Currently, these types of documents are available upon request. The University is in the process of creating web pages for internet availability of compliance and voluntary disclosure documents. | |
| Form 990, Part XI, line 5: | Net unrealized losses on investments: -2,568,747. Change in supporting organization's assets reported on separate Form 990 -1,148,360. Total to Form 990, Part XI, Line 5: -3,717,107. | Changes in Net Assets or Fund Balances: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Tulsa Royalties Company | ||||||||||
| 500 W University Box 61207 | Shawnee | OK | 74804 | 736101744 | Royalties | OK | 501(c)(3) | 11(a) | N/A | 0 |
| Baptist General Convention of Oklahoma | ||||||||||
| 3800 N May Ave | Okla City | OK | 73112 | 730321888 | Convention of Churches | OK | 501(c)(3) | 1 | N/A | 0 |
| Baptist Foundation of Oklahoma | ||||||||||
| 3800 N May Ave | Okla City | OK | 73112 | 730623038 | Church support services | OK | 501(c)(3) | 1 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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