2012-03-24T10:37:05-07:00 2011-04-30 990 2010-05-01 730739626 Oral Roberts University ORAL 9184956203 7777 South Lewis PB-204 Tulsa OK 74171 Michelle Finley 2012-03-24 2010 2016-02-24 21:20:13Z 123831076 false false X http://www.oru.edu X 1963 OK To 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. 25 25 2180 20 137483 -2203422 45613958 29865270 73734172 77438740 513104 763186 815737 -470209 120676971 107596987 22401277 22181717 0 39400213 37090240 90000 1194761 43028574 59048039 104830064 118409996 15846907 -10813009 189448603 181252491 37784712 40236337 151663891 141016154 X To 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. false false 29534585 22011832 1804769 STUDENT SERVICES, SCHOLARSHIPS & GRANTS - COSTS INCURRED TO EASE THE ADMINISTRATIVE AND FINANCIAL BURDEN OF STUDENTS' EDUCATION 24828488 3565 56589382 INSTRUCTION & ACADEMIC SUPPORT - COSTS INCURRED TO INSTRUCT AND PROVIDE ACADEMIC SUPPORT TO THE APPROXIMATELY 3,200 STUDENTS 21120594 4003 20829358 AUXILIARY ENTERPRISES - COSTS INCURRED TO PROVIDE ROOM & BOARD AND OTHER AUXILIARY SERVICE TO THE STUDENT RESIDENT POPULATION 2326796 162317 77810463 true true false false false false false true false true true false false false true true false true true true true true false true true false false true true true false false false false false false false true false false false true false false false false true true true false false true 3986 0 true 2180 true true true false false false false false false false false false 0 false false false false false false false false false false false X 25 25 true false false false false false false true true false false false true true true true true true true true false false OK X Anne Elfrink 9184956001 7777 S Lewis Tulsa OK 74171 Timothy Philley 40.00 X 189672 0 1476 THOMAS HANKINS 40.00 X 124117 0 4008 Tessie DeVore 1.00 X 0 0 0 Stanley Burgess 7.00 X 0 0 0 SCOTT SUTTON 40.00 X 472247 0 6528 Scott Howard 8.00 X 0 0 0 SCOTT HIGGINS 40.00 X 125201 0 9368 Scott Cordray 4.00 X 0 0 0 Russ Spittler 4.00 X 0 0 0 Ron Luce 4.00 X 0 0 0 Roberta Potts 4.00 X 0 0 0 ROBERT WALTON 40.00 X 124366 0 6528 Rob Hoskins 4.00 X 0 0 0 Rick Fenimore 4.00 X 0 0 0 RALPH FAGIN 40.00 X 174607 0 20519 R Michael Carter 40.00 X 321460 0 5832 Michelle Finley-Asst Treas 40.00 X 179104 0 25518 Mary Banks 3.00 X 0 0 0 Mart Green 16.00 X X 0 0 0 Mark Rutland 40.00 X 201005 0 77157 Marian Baumgardner 40.00 X 52145 0 3881 Lynette Lewis 4.00 X 0 0 0 Kay Hiramine 1.00 X 0 0 0 JERRY FINKBEINER 40.00 X 180936 0 6528 Jay Betz 4.00 X X 0 0 0 Jacqueline Cardone 4.00 X 0 0 0 Hal Donaldson 2.00 X 0 0 0 Gordon Helm 1.00 X 0 0 0 Glenda Payas 5.00 X X 0 0 0 Gilbert Velez 4.00 X 0 0 0 Freddy Boswell 3.00 X 0 0 0 Douglas Fears 4.00 X X 0 0 0 Don Argue 5.00 X 0 0 0 Dale Wilkerson 1.00 X 0 0 0 Charles McKinney 4.00 X 0 0 0 Cameron Strang 6.00 X 0 0 0 Billy Wilson 4.00 X X 0 0 0 Bill Bartlett 4.00 X 0 0 0 2144860 167343 10 false true false SODEXO INCORPORATED 9801 WASHINGTONIAN BLVD GAITHERSBURG MD 20878 FOOD & WORK SERVICES 10641699 SHOEMAKER MECHANICAL 1623 N 71ST E AVE TULSA OK 74115 AIR SYSTEMS 992552 QUEST ELEVATOR 2488 E 81ST ST STE 365 TULSA OK 741374252 ELEVATOR MAINTENANCE 732324 PITNEY BOWES MANAGEMENT SERVICES PO BOX 845801 DALLAS TX 75284 CONTRACT MANAGEMENT 853071 MCINTOSH SERVICES 8141 E 48TH ST TULSA OK 74145 BUILDING REPAIRS 853071 52 19306 1804769 28041195 42581 29865270 TUITION 611600 54252205 54252205 FEES 611600 2337177 2337177 AUXILIARY SERVICES 541900 20849358 19757151 1092207 77438740 430116 430116 0 0 9243597 11145399 -1901802 -1901802 -1901802 3591610 1814784 3464012 1609312 127598 205472 333070 333070 11624 19306 15366 -3742 -3742 0 0 PAYMENTS FROM AFFILIATES 611600 497555 467400 30155 MISCELLANEOUS INCOME 611600 913481 433803 479678 DAMAGE LOSS RECOVERY 611600 24299 24299 1435335 107596987 76804635 137483 789599 166470 166470 22002887 22002887 12360 12360 0 1252376 1252376 0 28896581 22557774 5766053 572754 0 4957419 2811758 1989524 156137 1983864 1472496 475572 35796 0 259770 3329 256091 350 174790 172720 2070 0 90000 90000 37955 37955 3485258 1822294 1460065 202899 1056288 895074 138434 22780 2248238 1611443 622580 14215 1430365 574128 827843 28394 3850 3850 16324699 11734029 4590670 3147962 2921487 161153 65322 0 364473 208277 153356 2840 431794 431794 18229260 18229260 4021870 2362882 1658988 866693 139989 726704 Student Aid Program Costs 800537 800537 Miscellaneous Expenses 507326 241983 264139 1204 Impairment Expense 712807 712807 Cost of Food Sales 4683619 4683619 Bad Debt Expense 260485 70990 189495 0 118409996 77810463 39404772 1194761 23296413 27452895 0 47908 6003196 2518895 2581328 0 0 39942903 22041162 0 1856323 1948312 286184641 177455815 111041590 108728826 5772982 6899082 0 0 0 4971589 5597690 189448603 181252491 10363043 10758339 4269149 3603553 20876400 23653197 2276120 2221248 37784712 40236337 X 97085843 73814912 15119667 27430766 39458381 39770476 151663891 141016154 189448603 181252491 X -10813009 165272 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1403166 X X X false 39458381 231148 1771664 857147 833570 39770476 39188784 198670 1759563 857984 830652 39458381 37951282 1179191 1743891 857406 828174 39188784 1.00000 false true true 2815144 981305 3796449 97012069 103393368 125871279 74534158 28143739 35461400 39723927 23881212 18377616 11860609 6517007 108728826 RESERVE FOR GIFT ANNUITIES 1621822 LIFE LOAN PAYABLE 599426 2221248 Part X Part X : FIN48 Footnote ORU 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 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances Rounding $ -4 Part V, Line 4 Part 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 4 Part 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. true true true true true true true false false false false false false false false true false true Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized The 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 Agency Oral 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. true Russia & Independ. States 0 0 Program Services Public Service 117 Middle East & N. Africa 0 0 Program Services Public Service 7834 South America 0 0 Program Services Public Service 6285 Central America and the Caribbean 0 0 Program Services Public Service 31 Europe 0 0 Program Services Public Service 5239 Sub-Saharan Africa 0 0 Program Services Public Service 5889 South Asia 0 0 Program Services Public Service 7834 East Asia and the Pacific 0 0 Program Services Public Service 1942 East Asia and the Pacific 0 1 Program Services Instruction 16809 1 1 51980 51980 SubSahara Afric Children Aid 5360 Check Book South Asia Flood Relief 7000 Wire Book 2 false false false false false false X X X X X X true Brilliance Inst PO Box 2475 Windermere FL 34786 See Part IV false 90000 90000 Women's Golf Tournament 19600 15200 4400 4400 3150 592 Baseball Golf Tournament 11330 4106 7224 7224 30930 19306 11624 11624 3150 592 15366 -3742 Part I, Line 2b - Fundraiser Additional Information From 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. true Tulsa Metro Chamber Two West Second St Ste 150 Tulsa OK 74101 730488250 501(c)(6) 19750 0 Book None Community Participation Tulsa Area United Way PO Box 1859 Tulsa OK 74101 730580283 501(c)(3) 10000 0 Book None Community Campaign Liberty Church 7777 S Garnett Broken Arrow OK 74012 731187438 501(c)(3) 5040 0 Book None Missions Projects 2 1 Scholarships/Fellowships 2771 22002887 Grantmaker's Description of How Grants are Used The University makes occasional donations to charitable organizations which are not monitored beyond the original grant determination process. X X X true true X X X X X false false false false false false false false false false Timothy Philley 184728 4944 1476 191148 SCOTT SUTTON 431022 20000 21225 6528 478775 RALPH FAGIN 144124 30483 20519 195126 R Michael Carter 202307 89500 29653 5832 327292 Michelle Finley-Asst Treas 170904 8200 25518 204622 Mark Rutland 200915 90 77157 278162 JERRY FINKBEINER 161223 5000 14713 6528 187464 Sch J, Part I, Line 1a Part I, Line 1a: Relevant information in regards to selections on 1a. First-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. 43678 SEE PART V PART III, LINE (1) - GRANTS OR ASSISTANCE BENEFITTING INTERESTED PERSONSDISCOUNTED TUITION INCLUDING ROOM/BOARD PER UNIVERSITY POLICY X 13634 Cost Compare X 2 28947 Market Value false true false Form 990, Part VI - N/A Questions Line 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 Questions Line 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 Questions Line 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 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Governing documents, policies, and financial statements are made available on the University's website. Form 990, Part VI, Line 15b 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 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Each 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 11 Form 990, Part VI, Line 11: Form 990 Review Process It 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 2 Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et Mart Green, Scott Cordray and Jay Betz maintained a business relationship during the organizations relevant tax year. Form 990, Part III, Line 4d Form 990, Part III, Line 4d : Other Program Services Description OTHER PROGRAM SERVICES 4: RESEARCH - COSTS INCURRED TO CONDUCT BIOMEDICAL, ACADEMIC AND OTHER RELATED RESEARCH OTHER PROGRAM SERVICES 5: PUBLIC SERVICE Oral Roberts Early Learning Center 7777 S Lewis Ave Tulsa OK 74171 731274772 Daycare OK 501(c)(3) 6 N/A false Oral Roberts Univ Alumni Foundation 7777 S Lewis Ave Tulsa OK 74171 731346361 Promote Alumni Relations for ORU OK 501(c)(3) 7 N/A false ORU Golden Eagle Club 7777 S Lewis Ave Tulsa OK 74171 237164698 Support University Athletics OK 501(c)(3) 9 NA false Oral Roberts University eAcademy 7777 S Lewis Ave Tulsa OK 74171 208195686 Online Christian education OK 501(c)(3) 6 N/A false Oral Roberts University Educational Fell 7777 S Lewis Ave Tulsa OK 74171 731310793 Christian school networking OK 501(c)(3) 9 N/A false Tower Realty Group Inc 7777 S Lewis Ave Tulsa OK 74171 731520958 Property Management OK N/A C Corp 1933180 1.00000 Golden Eagle Communications 7777 S Lewis Ave Tulsa OK 74171 731507869 Service OK N/A C Corp 144000 1.00000 Mabee Center Productions Inc 7777 S Lewis Ave Tulsa OK 74171 731507871 Service OK N/A C Corp 300 1.00000 August Promotions Inc 7777 S Lewis Ave Tulsa OK 74171 731507872 Event Promoter OK N/A C Corp 1.00000 University Broadcasting Inc 7777 S Lewis Ave Tulsa OK 74171 731493165 TV Broadcasting OK N/A C Corp 1424015 1.00000 ORM Services Inc 7777 S Lewis Ave Tulsa OK 74171 731477340 Management Services OK N/A C Corp 24778 1.00000 false false true false false false false false true false true true true true false true true false Golden Eagle Communications l 144000 Golden Eagle Communications i 165000 University Broadcasting Inc l 410117 University Broadcasting Inc k 315377 University Broadcasting Inc i 302400 Oral Roberts Univ Alumni Foundation q 6784 Oral Roberts Univ Alumni Foundation p 160953 ORU Golden Eagle Club n 91066 ORU Golden Eagle Club c 301875