ORAL ROBERTS UNIVERSITY: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
ORAL ROBERTS UNIVERSITY (EIN 73-0739626)
Tax period
2010-05-01 to 2011-04-30
Filed
2012-03-24
IRS object ID
201200849349300210
Schema version
2010v3.2
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

FieldValueIRS element (for citing)
Timestamp2012-03-24T10:37:05-07:00Timestamp
Tax Period End Date2011-04-30TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2010-05-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN730739626EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Oral Roberts UniversityBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlORALNameControl
Phone9184956203Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line17777 South Lewis PB-204AddressLine1
CityTulsaCity
StateOKState
ZIP Code74171ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMichelle FinleyName
TitleExec Vice Pres/CFOTitle
Date Signed2012-03-24DateSigned
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts123831076GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
All Affiliates IncludedfalseAllAffiliatesIncluded
Organization501c3XOrganization501c3
Web Sitehttp://www.oru.eduWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1963YearFormation
State Legal DomicileOKStateLegalDomicile
Activity Or Mission DescriptionTo educate the whole person in spirit, mind, and body, thereby preparing its graduates to be professionally competent servant-leaders who are spiritually alive, intellectually alert, physically disciplined, and socially adept.ActivityOrMissionDescription
Nbr Voting Members Governing Body25NbrVotingMembersGoverningBody
Nbr Independent Voting Members25NbrIndependentVotingMembers
Total Nbr Employees2180TotalNbrEmployees
Total Nbr Volunteers20TotalNbrVolunteers
Total Gross UBI137483TotalGrossUBI
Net Unrelated Business Txbl Income-2203422NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year45613958ContributionsGrantsPriorYear
Contributions Grants Current Year29865270ContributionsGrantsCurrentYear
Program Service Revenue Prior Year73734172ProgramServiceRevenuePriorYear
Program Service Revenue CY77438740ProgramServiceRevenueCY
Investment Income Prior Year513104InvestmentIncomePriorYear
Investment Income Current Year763186InvestmentIncomeCurrentYear
Other Revenue Prior Year815737OtherRevenuePriorYear
Other Revenue Current Year-470209OtherRevenueCurrentYear
Total Revenue Prior Year120676971TotalRevenuePriorYear
Total Revenue Current Year107596987TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year22401277GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY22181717GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year39400213SalariesEtcPriorYear
Salaries Etc Current Year37090240SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY90000TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year1194761TotalFundrsngExpCurrentYear
Other Expense Prior Year43028574OtherExpensePriorYear
Other Expenses Current Year59048039OtherExpensesCurrentYear
Total Expenses Prior Year104830064TotalExpensesPriorYear
Total Expenses Current Year118409996TotalExpensesCurrentYear
Revenues Less Expenses Prior Year15846907RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-10813009RevenuesLessExpensesCY
Total Assets BOY189448603TotalAssetsBOY
Total Assets EOY181252491TotalAssetsEOY
Total Liabilities BOY37784712TotalLiabilitiesBOY
Total Liabilities EOY40236337TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY151663891NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY141016154NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTo educate the whole person in spirit, mind, and body, thereby preparing its graduates to be professionally competent servant-leaders who are spiritually alive, intellectually alert, physically disciplined, and socially adept.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense29534585Expense
Grants22011832Grants
Revenue1804769Revenue
DescriptionSTUDENT SERVICES, SCHOLARSHIPS & GRANTS - COSTS INCURRED TO EASE THE ADMINISTRATIVE AND FINANCIAL BURDEN OF STUDENTS' EDUCATIONDescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense24828488Expense
Grants3565Grants
Revenue56589382Revenue
DescriptionINSTRUCTION & ACADEMIC SUPPORT - COSTS INCURRED TO INSTRUCT AND PROVIDE ACADEMIC SUPPORT TO THE APPROXIMATELY 3,200 STUDENTSDescription

Activity3 Activity3

FieldValueIRS element (for citing)
Expense21120594Expense
Grants4003Grants
Revenue20829358Revenue
DescriptionAUXILIARY ENTERPRISES - COSTS INCURRED TO PROVIDE ROOM & BOARD AND OTHER AUXILIARY SERVICE TO THE STUDENT RESIDENT POPULATIONDescription
FieldValueIRS element (for citing)
Total Of Other Program Service Exp2326796TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt162317TotalOfOtherProgramServiceGrnt
Total Program Service Expense77810463TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArttrueCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchooltrueSchool
Foreign OfficetrueForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationstrueMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingtrueProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersontrueGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10963986NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees2180NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Form8886 T FiledfalseForm8886TFiled
Non Deductible ContributionsfalseNonDeductibleContributions
Non Deductible DisclosurefalseNonDeductibleDisclosure
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Quid Pro Quo DisclosurefalseQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Number Of8282 Filed0NumberOf8282Filed
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledfalseForm1098CFiled
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Filed Lieu1041falseFiledLieu1041
Licensed More Than One StatefalseLicensedMoreThanOneState
Indoor Tanning ServicesfalseIndoorTanningServices
Form720 FiledfalseForm720Filed
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members25NbrVotingGoverningBodyMembers
Number Independent Voting Members25NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Policies Reference ChaptersfalsePoliciesReferenceChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Written Policy Or ProcedurefalseWrittenPolicyOrProcedure
States Where Copy Of Return Is FiledOKStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonAnne ElfrinkNamePerson
Telephone Number9184956001TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line17777 S LewisAddressLine1
CityTulsaCity
StateOKState
ZIP Code74171ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (38 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekKey EmployeeKeyEmployeeReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployeeIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficer
Timothy Philley
EXEC VP OPERATIONS40.00X18967201476
THOMAS HANKINS
ASST BKTBALL COACH40.0012411704008X
Tessie DeVore
Trustee1.00000X
Stanley Burgess
Trustee7.00000X
SCOTT SUTTON
BASKTBALL COACH40.0047224706528X
Scott Howard
Trustee8.00000X
SCOTT HIGGINS
ASSOC DIR ATH MKTG40.0012520109368X
Scott Cordray
Trustee4.00000X
Russ Spittler
Trustee4.00000X
Ron Luce
Trustee4.00000X
Roberta Potts
Trustee4.00000X
ROBERT WALTON
BASEBALL COACH40.0012436606528X
Rob Hoskins
Trustee4.00000X
Rick Fenimore
Trustee4.00000X
RALPH FAGIN
PROVOST40.00X174607020519
R Michael Carter
Director of Athletics40.00X32146005832
Michelle Finley-Asst Treas
EVP/CFO40.00179104025518X
Mary Banks
Trustee3.00000X
Mart Green
Chairman16.00000XX
Mark Rutland
President40.00201005077157X
Marian Baumgardner
Asst Secretary40.005214503881X
Lynette Lewis
Trustee4.00000X
Kay Hiramine
Trustee1.00000X
JERRY FINKBEINER
BASKTBALL COACH40.0018093606528X
Jay Betz
Treasurer4.00000XX
Jacqueline Cardone
Trustee4.00000X
Hal Donaldson
Trustee2.00000X
Gordon Helm
Trustee1.00000X
Glenda Payas
Secretary5.00000XX
Gilbert Velez
Trustee4.00000X
Freddy Boswell
Trustee3.00000X
Douglas Fears
Interim Treas.4.00000XX
Don Argue
Trustee5.00000X
Dale Wilkerson
Trustee1.00000X
Charles McKinney
Trustee4.00000X
Cameron Strang
Trustee6.00000X
Billy Wilson
Vice Chairman4.00000XX
Bill Bartlett
Trustee4.00000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org2144860TotalReportableCompFromOrg
Total Other Compensation167343TotalOtherCompensation
Number Individuals GT100 K10NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
SODEXO INCORPORATED
9801 WASHINGTONIAN BLVDGAITHERSBURGMD20878FOOD & WORK SERVICES10641699
SHOEMAKER MECHANICAL
1623 N 71ST E AVETULSAOK74115AIR SYSTEMS992552
QUEST ELEVATOR
2488 E 81ST ST STE 365TULSAOK741374252ELEVATOR MAINTENANCE732324
PITNEY BOWES MANAGEMENT SERVICES
PO BOX 845801DALLASTX75284CONTRACT MANAGEMENT853071
MCINTOSH SERVICES
8141 E 48TH STTULSAOK74145BUILDING REPAIRS853071
FieldValueIRS element (for citing)
Number Of Contractors GT100 K52NumberOfContractorsGT100K
Fundraising Events19306FundraisingEvents
Government Grants1804769GovernmentGrants
All Other Contributions28041195AllOtherContributions
Noncash Contributions42581NoncashContributions
Total Contributions29865270TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
TUITION6116005425220554252205
FEES61160023371772337177
AUXILIARY SERVICES54190020849358197571511092207
FieldValueIRS element (for citing)
Total Program Service Revenue77438740TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column430116TotalRevenueColumn
Exclusion$430,116ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real9243597Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real11145399Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real-1901802Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column-1901802TotalRevenueColumn
Unrelated Business Revenue-1901802UnrelatedBusinessRevenue

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities3591610Securities
Other1814784Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities3464012Securities
Other1609312Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities127598Securities
Other205472Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column333070TotalRevenueColumn
Exclusion$333,070ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events11624GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events19306CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses15366FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-3742TotalRevenueColumn
Exclusion-$3,742ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmountRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
PAYMENTS FROM AFFILIATES611600497555467400$30,155
MISCELLANEOUS INCOME611600913481479678433803
DAMAGE LOSS RECOVERY6116002429924299
FieldValueIRS element (for citing)
Total Other Revenue1435335TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column107596987TotalRevenueColumn
Related Or Exempt Function Income76804635RelatedOrExemptFunctionIncome
Unrelated Business Revenue137483UnrelatedBusinessRevenue
Exclusion$789,599ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total166470Total
Program Services166470ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total22002887Total
Program Services22002887ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total12360Total
Program Services12360ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total1252376Total
Management And General1252376ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total28896581Total
Program Services22557774ProgramServices
Management And General5766053ManagementAndGeneral
Fundraising572754Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total0Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total4957419Total
Program Services2811758ProgramServices
Management And General1989524ManagementAndGeneral
Fundraising156137Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1983864Total
Program Services1472496ProgramServices
Management And General475572ManagementAndGeneral
Fundraising35796Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total259770Total
Program Services3329ProgramServices
Management And General256091ManagementAndGeneral
Fundraising350Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total174790Total
Management And General172720ManagementAndGeneral
Fundraising2070Fundraising

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total90000Total
Fundraising90000Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total37955Total
Management And General37955ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total3485258Total
Program Services1822294ProgramServices
Management And General1460065ManagementAndGeneral
Fundraising202899Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total1056288Total
Program Services895074ProgramServices
Management And General138434ManagementAndGeneral
Fundraising22780Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total2248238Total
Program Services1611443ProgramServices
Management And General622580ManagementAndGeneral
Fundraising14215Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total1430365Total
Program Services574128ProgramServices
Management And General827843ManagementAndGeneral
Fundraising28394Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total3850Total
Program Services3850ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total16324699Total
Program Services11734029ProgramServices
Management And General4590670ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total3147962Total
Program Services2921487ProgramServices
Management And General161153ManagementAndGeneral
Fundraising65322Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total364473Total
Program Services208277ProgramServices
Management And General153356ManagementAndGeneral
Fundraising2840Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total431794Total
Management And General431794ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total18229260Total
Management And General18229260ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total4021870Total
Program Services2362882ProgramServices
Management And General1658988ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total866693Total
Program Services139989ProgramServices
Management And General726704ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Student Aid Program Costs800537800537
Miscellaneous Expenses5073262419832641391204
Impairment Expense712807712807
Cost of Food Sales46836194683619
Bad Debt Expense26048570990189495

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total0Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total118409996Total
Program Services77810463ProgramServices
Management And General39404772ManagementAndGeneral
Fundraising1194761Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY23296413BOY
EOY27452895EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
EOY0EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY47908BOY
EOY6003196EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY2518895BOY
EOY2581328EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY39942903BOY
EOY22041162EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY1856323BOY
EOY1948312EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis286184641LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec177455815LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY111041590BOY
EOY108728826EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY5772982BOY
EOY6899082EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
EOY0EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY4971589BOY
EOY5597690EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY189448603BOY
EOY181252491EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY10363043BOY
EOY10758339EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY4269149BOY
EOY3603553EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY20876400BOY
EOY23653197EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY2276120BOY
EOY2221248EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY37784712BOY
EOY40236337EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY97085843BOY
EOY73814912EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY15119667BOY
EOY27430766EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY39458381BOY
EOY39770476EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY151663891BOY
EOY141016154EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY189448603BOY
EOY181252491EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-10813009ReconcilationRevenueExpenses
Reconcilation Other Changes165272ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Art Public Exhibition Amts ArtPublicExhibitionAmts

FieldValueIRS element (for citing)
Assets In Part X1403166AssetsInPartX
FieldValueIRS element (for citing)
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Solicited Assets For SalefalseSolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance39458381BeginningOfYearBalance
Contributions231148Contributions
Investment Earnings Or Losses1771664InvestmentEarningsOrLosses
Grants Or Scholarships857147GrantsOrScholarships
Other Expenditures833570OtherExpenditures
End Of Year Balance39770476EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance39188784BeginningOfYearBalance
Contributions198670Contributions
Investment Earnings Or Losses1759563InvestmentEarningsOrLosses
Grants Or Scholarships857984GrantsOrScholarships
Other Expenditures830652OtherExpenditures
End Of Year Balance39458381EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance37951282BeginningOfYearBalance
Contributions1179191Contributions
Investment Earnings Or Losses1743891InvestmentEarningsOrLosses
Grants Or Scholarships857406GrantsOrScholarships
Other Expenditures828174OtherExpenditures
End Of Year Balance39188784EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance1.00000PermanentEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgstrueEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RtrueAreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis2815144InvestmentCostOrOtherBasis
Other Cost Or Other Basis981305OtherCostOrOtherBasis
Book Value3796449BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis97012069InvestmentCostOrOtherBasis
Other Cost Or Other Basis103393368OtherCostOrOtherBasis
Depreciation125871279Depreciation
Book Value74534158BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis28143739InvestmentCostOrOtherBasis
Other Cost Or Other Basis35461400OtherCostOrOtherBasis
Depreciation39723927Depreciation
Book Value23881212BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis18377616OtherCostOrOtherBasis
Depreciation11860609Depreciation
Book Value6517007BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings108728826TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
RESERVE FOR GIFT ANNUITIES$1,621,822
LIFE LOAN PAYABLE$599,426
FieldValueIRS element (for citing)
Total Of Amounts2221248TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Part XPart X : FIN48 FootnoteORU IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED BY THE INTERNAL REVENUE CODE. SUCH TAXABLE INCOME HAS NOT BEEN SIGNIFICANT.CONTINUED COMPLIANCE WITH APPLICABLE TAX REGULATIONS AFFORDS ORU THE OPPORTUNITY TO MAINTAIN ITS TAX-EXEMPT STATUS. HOWEVER, EVENTS OR INTERPRETATIONS OF SUCH REGULATIONS COULD RESULT IN CONTINGENT TAX OBLIGATIONS. MANAGEMENT EVALUATED ORU'S UNCERTAIN TAX POSITIONS AND CONCLUDED THAT ORU HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO OR DISCLOSURE IN THE FINANCIAL STATEMENTS. GENERALLY, ORU IS NO LONGER SUBJECT TO EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR TAX YEARS BEFORE 2007.
Part XI, Line 8Part XI, Line 8: Other Changes in Net Assets or Fund BalancesRounding $ -4
Part V, Line 4Part V, Line 4: Intended uses of the endowment fund.Earnings of the endowment funds are restricted to: College of Business......................$267,061 College of Theology....................$2,316,075 College of Education.....................$568,046 College of Arts and Sciences...........$1,234,271 College of Nursing....................$21,493,749 Scholarships...........................$9,924,996 General Activities of the University...$3,966,278
Part III, Line 4Part III, Line 4: Description of organization's collections and how it furthers its purpose.Included in other assets the university maintains an extensive rock and mineral collection located on campus. Educational tours are available to schools, community groups, and individuals.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmttrueNondiscriminatoryPolicyStmt
Policy Statement In Brochures EtctruePolicyStatementInBrochuresEtc
Policy Publ Via Broadcast MediatruePolicyPublViaBroadcastMedia
Maint Racial Composition RecordstrueMaintRacialCompositionRecords
Maint Scholarships RecordstrueMaintScholarshipsRecords
Maint Copies Of Brochures EtctrueMaintCopiesOfBrochuresEtc
Maint Copies Of All SolicitationstrueMaintCopiesOfAllSolicitations
Discriminate Race Students RightsfalseDiscriminateRaceStudentsRights
Discriminate Race Admiss PoliciesfalseDiscriminateRaceAdmissPolicies
Discriminate Race Emplmn FacultyfalseDiscriminateRaceEmplmnFaculty
Discriminate Race ScholarshipsfalseDiscriminateRaceScholarships
Discriminate Race Educ PoliciesfalseDiscriminateRaceEducPolicies
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFclts
Discriminate Race Athletic ProgfalseDiscriminateRaceAthleticProg
Discriminate Race Other ActyfalseDiscriminateRaceOtherActy
Government Financial Aid ReceivedtrueGovernmentFinancialAidReceived
Government Financial Aid RevokedfalseGovernmentFinancialAidRevoked
Compliance With Rev Proc7550trueComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)

IdentifierIdentifierExplanationExplanation
Schedule E, Line 3 - Racially Nondiscriminatory Policy PublicizedThe university publishes its racially nondiscriminatory policy in the student admissions application, university catalog, and other recruiting brochures and media.
Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental AgencyOral Roberts University participates in the following U.S. Department of Education student financial aid programs:Federal Perkins LoansFederal Work StudyFederal SEOG GrantsFederal PELL GrantsFederal ACG GrantsFederal SMART GrantsFederal Direct LoansThe University also receives federal grant funds from the National Science Foundation and the Health Resources and Services Administration.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (9 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
Russia & Independ. States00Program ServicesPublic Service117
Middle East & N. Africa00Program ServicesPublic Service7834
South America00Program ServicesPublic Service6285
Central America and the Caribbean00Program ServicesPublic Service31
Europe00Program ServicesPublic Service5239
Sub-Saharan Africa00Program ServicesPublic Service5889
South Asia00Program ServicesPublic Service7834
East Asia and the Pacific00Program ServicesPublic Service1942
East Asia and the Pacific01Program ServicesInstruction16809
FieldValueIRS element (for citing)
Subtotal Number Of Employees1SubtotalNumberOfEmployees
Total Number Of Employees1TotalNumberOfEmployees
Subtotal Amount Spent51980SubtotalAmountSpent
Total Amount Spent51980TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursementMethod Of ValuationMethodOfValuation
SubSahara AfricChildren Aid5360CheckBook
South AsiaFlood Relief7000WireBook
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs2TotalNumberOf501c3Orgs
Transfer To Foreign CorpfalseTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorpfalseOwnForeignCorp
Passive Foreign Invest CofalsePassiveForeignInvestCo
Foreign PartnershipfalseForeignPartnership
Boycott CountriesfalseBoycottCountries

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Agreement Ref FundraisingtrueAgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

FieldValueIRS element (for citing)
Name Of IndividualBrilliance InstNameOfIndividual

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO Box 2475AddressLine1
CityWindermereCity
StateFLState
ZIP Code34786ZIPCode
FieldValueIRS element (for citing)
ActivitySee Part IVActivity
Fundraiser Control Of FundsfalseFundraiserControlOfFunds
Amount Retained By Contractor90000AmountRetainedByContractor
FieldValueIRS element (for citing)
Total Retained By Contractors90000TotalRetainedByContractors

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Women's Golf TournamentNameOfEvent1
Gross Receipts Event119600GrossReceiptsEvent1
Charitable Contributions Event115200CharitableContributionsEvent1
Gross Revenue Event14400GrossRevenueEvent1
Rent Facility Costs Event14400RentFacilityCostsEvent1
Food And Beverage Event13150FoodAndBeverageEvent1
Other Direct Expenses Event1592OtherDirectExpensesEvent1
Name Of Event2Baseball Golf TournamentNameOfEvent2
Gross Receipts Event211330GrossReceiptsEvent2
Charitable Contributions Event24106CharitableContributionsEvent2
Gross Revenue Event27224GrossRevenueEvent2
Rent Facility Costs Event27224RentFacilityCostsEvent2
Gross Receipts Total30930GrossReceiptsTotal
Charitable Contributions Total19306CharitableContributionsTotal
Gross Revenue Total Events11624GrossRevenueTotalEvents
Rent Facility Costs Total Events11624RentFacilityCostsTotalEvents
Food And Beverage Total Events3150FoodAndBeverageTotalEvents
Other Direct Expenses Total Events592OtherDirectExpensesTotalEvents
Direct Expense Summary Events15366DirectExpenseSummaryEvents
Net Income Summary-3742NetIncomeSummary

Form990 Schedule G Part IV Form990ScheduleGPartIV

FieldValueIRS element (for citing)
IdentifierPart I, Line 2b - Fundraiser Additional InformationIdentifier
ExplanationFrom October 1, 2010 to March 31, 2011, Brilliance Institute was contracted to coordinate and conduct fundraising activities on behalf of the ORU Whole Person Scholarship Program under the direction of the President of ORU and in coordination with ORU's Development Office. Fundraising efforts specifically targeted prospective donors who were not already ORU donors. All donations were to be directed and made payable to ORU and processed through ORU's Contribution Accounting department. Brilliance Institute did not have custody or control of donations.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistancePurpose Of GrantPurposeOfGrant
Tulsa Metro Chamber
Two West Second St Ste 150TulsaOK74101730488250501(c)(6)197500BookNoneCommunity Participation
Tulsa Area United Way
PO Box 1859TulsaOK74101730580283501(c)(3)100000BookNoneCommunity Campaign
Liberty Church
7777 S GarnettBroken ArrowOK74012731187438501(c)(3)50400BookNoneMissions Projects
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants2TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations1TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantScholarships/FellowshipsTypeOfGrant
Number Of Recipients2771NumberOfRecipients
Amount Of Cash Grant22002887AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierGrantmaker's Description of How Grants are UsedIdentifier
ExplanationThe University makes occasional donations to charitable organizations which are not monitored beyond the original grant determination process.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException
Rebuttable Presumption ProcedurefalseRebuttablePresumptionProcedure

Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgOther Compensation Filing OrgOtherCompensationFilingOrgNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgTotal Compensation Filing OrgTotalCompensationFilingOrgBonus Filing OrgBonusFilingOrg
Timothy Philley
18472849441476191148
SCOTT SUTTON
43102221225652847877520000
RALPH FAGIN
1441243048320519195126
R Michael Carter
20230729653583232729289500
Michelle Finley-Asst Treas
170904820025518204622
Mark Rutland
2009159077157278162
JERRY FINKBEINER
1612231471365281874645000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierSch J, Part I, Line 1aIdentifier
Return ReferencePart I, Line 1a: Relevant information in regards to selections on 1a.ReturnReference
ExplanationFirst-class air travel in the amount of $1,597 was provided for university president Mark Rutland.In 2010, Mark Rutland received a nontaxable ministerial housing allowance of $75,000.Country club dues of were paid on behalf of Michael Carter and Scott Sutton in the amount of $7,774 each. $824 for Michael Carter and $1,340 for Scott Sutton were reported as taxable benefits for personal use of the country club.Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part III Form990ScheduleLPartIII

FieldValueIRS element (for citing)
Amount Of Grant43678AmountOfGrant
Type Of AssistanceSEE PART VTypeOfAssistance

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
ExplanationPART III, LINE (1) - GRANTS OR ASSISTANCE BENEFITTING INTERESTED PERSONSDISCOUNTED TUITION INCLUDING ROOM/BOARD PER UNIVERSITY POLICYExplanation

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublications

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F99013634NoncashContribsRptdF990
Method Of Determining RevenuesCost CompareMethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions2NumberOfContributions
Noncash Contribs Rptd F99028947NoncashContribsRptdF990
Method Of Determining RevenuesMarket ValueMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
Form 990, Part VI - N/A QuestionsLine 10b was not applicable and therefore left blank because the university does not have any local chapters, branches, or similar affiliates.Line 16b was not applicable and therefore left blank because the university does not have a joint venture arrangement with a taxable entity.
Form 990, Part V - N/A QuestionsLine 5c was not applicable and therefore left blank because the university was not party to a prohibited tax shelter transaction.Line 6b was not applicable and therefore left blank because the university did not solicit any contributions that were not tax deductible.Lines 7g-h were not applicable and therefore left blank because the university did not receive any contributions of qualified intellectual property or vehicles.Lines 8 and 9a-b were not applicable and therefore left blank because the university did not maintain donor advised funds.Lines 10a-b, 11a-b, 12a-b, and 13a-c were not applicable and therefore left blank because the university is a 501(c)(3) organization.Line 14b was not applicable and therefore left blank because the university did not receive any payments for tanning services during the tax year.
Form 990, Part IV - N/A QuestionsLine 5 was not applicable and therefore left blank because the university is a 501(c)(3) organization.Line 20b was not applicable and therefore left blank because the university does not operate a hospitalLines 24b-d were not applicable and therefore left blank because the university did not have a tax-exempt bond issue with an outstanding principal amount of more than $100,000.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableGoverning documents, policies, and financial statements are made available on the University's website.Form 990, Part VI, Line 19
Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees(1)The compensation of an individual employed in a position of Executive, Officer or Key Employee is reviewed and approved by the Board of Trustees or its designated committee (Compensation/Human Relations). Persons with conflicts of interest with respect to the compensation arrangement at issue shall not be involved in the compensation review and approval process.(2)The review and approval of compensation of the individual employed in the position of Executive, Officer or Key Employee shall be based upon data of comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations.(3)There shall be contemporaneous documentation and recordkeeping with respect to the review and approval of compensation paid to individuals employed in positions of Executive, Officer or Key Employee.Form 990, Part VI, Line 15b
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsEach director, principal officer, and member of a committee with governing board delegated powers shall annually sign a conflict of interest disclosure statement. To ensure the Corporation operates in a manner consistent with charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic reviews shall be conducted. The periodic reviews shall, at a minimum, include the following subjects:(a) Whether compensation arrangements and benefits are reasonable, based on competent survey information, and the result of arm's length bargaining.(b) Whether partnerships, joint ventures, and arrangements with management foundations conform to the Corporation's written policies, are properly recorded, reflect reasonable investment or payments for goods and services, further charitable purposes and do not result in inurement, impermissible private benefit or in an excess benefit transaction.Form 990, Part VI, Line 12c
Form 990, Part VI, Line 11: Form 990 Review ProcessIt is the policy of Oral Roberts University that the Finance Committee will be responsible for the initial review of Internal Revenue Service Form 990 that is to be filed on behalf of the organization. Upon approval of the Finance Committee, the Form 990 shall be presented to the Board of Trustees along with a recommendation from the Finance Committee Chair for Board approval of the Form 990 for filing with the IRS. A Board resolution is not required in order for the Form 990 to be filed, provided that the Boards approval of the Form 990 for filing is in accordance with the requirements for action by the Board and is otherwise recorded in the minutes of the organization. Trustees may receive the Form 990 as hard copies (mailed or hand-delivered) or electronic files (sent via e-mail).Form 990, Part VI, Line 11
Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, EtMart Green, Scott Cordray and Jay Betz maintained a business relationship during the organizations relevant tax year.Form 990, Part VI, Line 2
Form 990, Part III, Line 4d : Other Program Services DescriptionOTHER PROGRAM SERVICES 4: RESEARCH - COSTS INCURRED TO CONDUCT BIOMEDICAL, ACADEMIC AND OTHER RELATED RESEARCH OTHER PROGRAM SERVICES 5: PUBLIC SERVICEForm 990, Part III, Line 4d

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrgBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
Oral Roberts Early Learning Center
7777 S Lewis AveTulsaOK74171731274772DaycareOK501(c)(3)6N/Afalse
Oral Roberts Univ Alumni Foundation
7777 S Lewis AveTulsaOK74171731346361Promote Alumni Relations for ORUOK501(c)(3)7N/Afalse
ORU Golden Eagle Club
7777 S Lewis AveTulsaOK74171237164698Support University AthleticsOK501(c)(3)9falseNA
Oral Roberts University eAcademy
7777 S Lewis AveTulsaOK74171208195686Online Christian educationOK501(c)(3)6N/Afalse
Oral Roberts University Educational Fell
7777 S Lewis AveTulsaOK74171731310793Christian school networkingOK501(c)(3)9N/Afalse

Form990 Schedule R Part IV Form990ScheduleRPartIV (6 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAType Of EntityTypeOfEntityShare Of Total IncomeShareOfTotalIncomePercentage OwnershipPercentageOwnership
Tower Realty Group Inc
7777 S Lewis AveTulsaOK74171731520958Property ManagementOKN/AC Corp19331801.00000
Golden Eagle Communications
7777 S Lewis AveTulsaOK74171731507869ServiceOKN/AC Corp1440001.00000
Mabee Center Productions Inc
7777 S Lewis AveTulsaOK74171731507871ServiceOKN/AC Corp3001.00000
August Promotions Inc
7777 S Lewis AveTulsaOK74171731507872Event PromoterOKN/AC Corp1.00000
University Broadcasting Inc
7777 S Lewis AveTulsaOK74171731493165TV BroadcastingOKN/AC Corp14240151.00000
ORM Services Inc
7777 S Lewis AveTulsaOK74171731477340Management ServicesOKN/AC Corp247781.00000
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgstrueRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgstruePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgstruePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgtrueOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (9 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
Golden Eagle Communications
l144000
Golden Eagle Communications
i165000
University Broadcasting Inc
l410117
University Broadcasting Inc
k315377
University Broadcasting Inc
i302400
Oral Roberts Univ Alumni Foundation
q6784
Oral Roberts Univ Alumni Foundation
p160953
ORU Golden Eagle Club
n91066
ORU Golden Eagle Club
c301875

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