OKLAHOMA CITY UNIVERSITY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- OKLAHOMA CITY UNIVERSITY (EIN 73-0579265)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201201369349307540
- Schema version
- 2010v3.7
- 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 G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T17:00:23-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLE & REED PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 531 COUCH DR | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 731022251 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730579265 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA CITY UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OKLA | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 N BLACKWELDER | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73106 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN HOLLAND | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Date Signed | 2012-04-18 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELLAN WRIGHT | Name |
| Phone | 4052397961 | Phone |
| Date Prepared | 2012-05-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT HENRY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 N BLACKWELDER | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 82041916 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OKCU.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1904 | YearFormation |
| State Legal Domicile | OK | StateLegalDomicile |
| Activity Or Mission Description | HIGHER EDUCATION | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 47 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 47 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1886 | TotalNbrEmployees |
| Total Nbr Volunteers | 250 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 18941703 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8942189 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 58763407 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 66105010 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3286240 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4853767 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1949467 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2089475 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 82940817 | TotalRevenuePriorYear |
| Total Revenue Current Year | 81990441 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 40499839 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 42112705 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3033434 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 32164980 | OtherExpensePriorYear |
| Other Expenses Current Year | 32644265 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 72664819 | TotalExpensesPriorYear |
| Total Expenses Current Year | 74756970 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 10275998 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 7233471 | RevenuesLessExpensesCY |
| Total Assets BOY | 261331915 | TotalAssetsBOY |
| Total Assets EOY | 275987363 | TotalAssetsEOY |
| Total Liabilities BOY | 93701287 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 95337366 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 167630628 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 180649997 | NetAssetsOrFundBalancesEOY |
| Mission Description | HIGHER EDUCATION | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 61825978 | Expense |
| Description | PRIVATE UNIVERSITY OFFERING UNDERGRADUATE, GRADUATE, LAW, AND PHD DEGREES. | Description |
| Total Program Service Expense | 61825978 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 205 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 1886 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 47 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 47 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | OKLAHOMA CITY UNIVERSITY | NamePerson |
| Telephone Number | 4052085260 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 N BLACKWELDER | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73106 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (63 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| RONALD J NORICK | ||||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | ||
| GARY HOMSEY | ||||||||
| V. CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | ||
| JANE JAYROE GAMBLE | ||||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | ||
| ROY W CHANDLER | ||||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | ||
| WILLIAM F SHDEED | ||||||||
| CHAIRMAN EME | 1.00 | X | X | 0 | 0 | 0 | ||
| ROBERT E HAYES JR | ||||||||
| BISHOP | 1.00 | X | X | 0 | 0 | 0 | ||
| RAY B ACKERMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANN ALSPAUGH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BRIAN BAKEMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES C BASS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LOUISE BASS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| HENRY W BROWNE JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARTHA A BURGER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DENNIS J DOUGHERTY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| EMMANUEL E EDEM | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| TRICIA L EVEREST | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GERALD L GAMBLE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JUDY BENSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL GARDNER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STEPHEN P GARRETT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JACK E GOLSEN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MO GROTJOHN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DIANA COX CRAWFORD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOE R HOMSEY JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANN JOHNSTONE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BILL JUNK | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LOU KERR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANN LACY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KURT LEICHTER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LINDA PETREE LAMBERT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT E LONG | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| HERMAN MEINDERS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN RIESENBERG | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| TERRY PHELPS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAN W PULVER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GEORGE R RANDALL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN RICHELS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PATRICK T ROONEY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT J ROSS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JEANNETTE SIAS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JEANNE HOFFMAN SMITH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| B CRAIG STINSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STEVEN W TAYLOR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JERRY B VANNATTA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES L WADE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GEORGE T WARREN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID M WILSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| TOM MCDANIEL | ||||||||
| CHANCELLOR | 40.00 | X | 306456 | 0 | 0 | |||
| ARTHUR COTTON | ||||||||
| VP OF ADVANC | 40.00 | X | 191304 | 0 | 0 | |||
| ROBERT HENRY | ||||||||
| PRESIDENT | 40.00 | X | 190255 | 0 | 0 | |||
| SUSAN BARBER | ||||||||
| VP OF ACADEM | 40.00 | X | 157610 | 0 | 0 | |||
| EDUARDO PRIETO | ||||||||
| VP OF ENROLL | 40.00 | X | 143173 | 0 | 0 | |||
| BERNIE PATTERSON | ||||||||
| VP OF ACADEM | 40.00 | X | 136867 | 0 | 0 | |||
| JOHN CONGER | ||||||||
| GENERAL COUN | 40.00 | X | 130370 | 0 | 0 | |||
| RICHARD HALL | ||||||||
| VP OF ST AFF | 40.00 | X | 117785 | 0 | 0 | |||
| BRIAN HOLLAND | ||||||||
| CFO | 40.00 | X | 99667 | 0 | 0 | |||
| MARGARET BALL | ||||||||
| VP OF CHURCH | 40.00 | X | 87203 | 0 | 0 | |||
| LAWRENCE HELLMAN | ||||||||
| DEAN OF LAW | 40.00 | 192007 | 0 | 0 | X | |||
| KELLY STONER | ||||||||
| 40.00 | 156218 | 0 | 0 | X | ||||
| ARTHUR LEFRANCOIS | ||||||||
| 40.00 | 155756 | 0 | 0 | X | ||||
| ERIC LAITY | ||||||||
| 40.00 | 152795 | 0 | 0 | X | ||||
| ANDREW SPIROPOULOS | ||||||||
| 40.00 | 146556 | 0 | 0 | X | ||||
| ALVIN HARRELL | ||||||||
| 40.00 | 142561 | 0 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2506583 | TotalReportableCompFromOrg |
| Number Individuals GT100 K | 33 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line2AddressOfContractor/AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|
| TIMBERLAKE CONSTRUCTION CO INC | ||||||
| PO BOX 18297 | OKLAHOMA CITY | OK | 731540297 | CONSTRUCTION | 5121744 | |
| WYNN CONSTRUCTION CO INC | ||||||
| 1312 S WALKER AVE | OKLAHOMA CITY | OK | 731091346 | CONSTRUCTION | 5040524 | |
| SODEXHO CAMPUS DINING | ||||||
| PO BOX 536922 | ATLANTA | GA | 303536922 | EATERY | 2680722 | |
| SOUTHEAST SERVICE CORP | ||||||
| 1845 MIDPARK RD STE 201 | KNOXVILLE | TN | 379215951 | JANITORIAL | 714115 | PO BOX 53270 |
| L WALLACE CONSTRUCTION CO INC | ||||||
| 2008 N COUNCIL | BLANCHARD | OK | 73010 | CONSTRUCTION | 634085 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 16 | NumberOfContractorsGT100K |
| Government Grants | 1602156 | GovernmentGrants |
| All Other Contributions | 7340033 | AllOtherContributions |
| Noncash Contributions | 164653 | NoncashContributions |
| Total Contributions | 8942189 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 900099 | 58165479 | 58165479 |
| EDUCATIONAL | 900099 | 7265552 | 7265552 |
| AUXILIARY | 900099 | 673979 | 673979 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 66105010 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 717293 | TotalRevenueColumn |
| Exclusion | $717,293 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 461990 | TotalRevenueColumn |
| Exclusion | $461,990 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 293210 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 13186 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 280024 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 280024 | TotalRevenueColumn |
| Exclusion | $280,024 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4136474 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4136474 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4136474 | TotalRevenueColumn |
| Exclusion | $4,136,474 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 115276 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 38289 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 76987 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INSTITUTIONAL REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1270474 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1270474 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1270474 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 81990441 | TotalRevenueColumn |
| Related Or Exempt Function Income | 67375484 | RelatedOrExemptFunctionIncome |
| Exclusion | $5,595,781 | ExclusionAmount |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2217468 | Total |
| Program Services | 776114 | ProgramServices |
| Management And General | 1108734 | ManagementAndGeneral |
| Fundraising | 332620 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34182620 | Total |
| Program Services | 31106184 | ProgramServices |
| Management And General | 2050957 | ManagementAndGeneral |
| Fundraising | 1025479 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1014982 | Total |
| Program Services | 933783 | ProgramServices |
| Management And General | 50749 | ManagementAndGeneral |
| Fundraising | 30450 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2296230 | Total |
| Program Services | 2112532 | ProgramServices |
| Management And General | 114811 | ManagementAndGeneral |
| Fundraising | 68887 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2401405 | Total |
| Program Services | 2161265 | ProgramServices |
| Management And General | 144084 | ManagementAndGeneral |
| Fundraising | 96056 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170832 | Total |
| Management And General | 170832 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2470727 | Total |
| Program Services | 2347191 | ProgramServices |
| Management And General | 98829 | ManagementAndGeneral |
| Fundraising | 24707 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1750585 | Total |
| Program Services | 1610538 | ProgramServices |
| Management And General | 87529 | ManagementAndGeneral |
| Fundraising | 52518 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 241611 | Total |
| Program Services | 227114 | ProgramServices |
| Management And General | 9665 | ManagementAndGeneral |
| Fundraising | 4832 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3393569 | Total |
| Program Services | 3189955 | ProgramServices |
| Management And General | 203614 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7089051 | Total |
| Program Services | 7089051 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1130033 | Total |
| Program Services | 1073532 | ProgramServices |
| Management And General | 45201 | ManagementAndGeneral |
| Fundraising | 11300 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OTHER EDUCATION EXPENSES | 5659014 | 1075213 | 4300850 | 282951 |
| SUPPLIES | 2295311 | 1882155 | 344297 | 68859 |
| CONTRACT LABOR | 2028808 | 1623046 | 182593 | 223169 |
| COST OF UNCOLLECTIBLES | 1852220 | 1852220 | ||
| STUDENT ACTIVITIES | 1426019 | 770050 | 655969 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3136485 | Total |
| Program Services | 1996035 | ProgramServices |
| Management And General | 984813 | ManagementAndGeneral |
| Fundraising | 155637 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74756970 | Total |
| Program Services | 61825978 | ProgramServices |
| Management And General | 9897558 | ManagementAndGeneral |
| Fundraising | 3033434 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45125 | BOY |
| EOY | 26434 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3597272 | BOY |
| EOY | 3059902 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12939262 | BOY |
| EOY | 7875073 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3094456 | BOY |
| EOY | 2422541 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5525189 | BOY |
| EOY | 4366515 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1190253 | BOY |
| EOY | 1127979 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 236843802 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 64232979 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 163441053 | BOY |
| EOY | 172610823 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42473203 | BOY |
| EOY | 52083112 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3241470 | BOY |
| EOY | 2119375 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25784632 | BOY |
| EOY | 30295609 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 261331915 | BOY |
| EOY | 275987363 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7981690 | BOY |
| EOY | 7022648 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1938046 | BOY |
| EOY | 3547622 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59599736 | BOY |
| EOY | 58838551 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24181815 | BOY |
| EOY | 25928545 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93701287 | BOY |
| EOY | 95337366 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72128947 | BOY |
| EOY | 86034890 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24771411 | BOY |
| EOY | 35307166 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70730270 | BOY |
| EOY | 59307941 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167630628 | BOY |
| EOY | 180649997 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 261331915 | BOY |
| EOY | 275987363 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 7233471 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 5785898 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 60960486 | BeginningOfYearBalance |
| Contributions | 5160514 | Contributions |
| Investment Earnings Or Losses | 9869515 | InvestmentEarningsOrLosses |
| Other Expenditures | -3103225 | OtherExpenditures |
| End Of Year Balance | 72887290 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 54746822 | BeginningOfYearBalance |
| Contributions | 3399922 | Contributions |
| Investment Earnings Or Losses | 6046410 | InvestmentEarningsOrLosses |
| Other Expenditures | -3232668 | OtherExpenditures |
| End Of Year Balance | 60960486 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 65455296 | BeginningOfYearBalance |
| Contributions | 3158439 | Contributions |
| Investment Earnings Or Losses | -9011435 | InvestmentEarningsOrLosses |
| Other Expenditures | -4855478 | OtherExpenditures |
| End Of Year Balance | 54746822 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 120000 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 7194227 | OtherCostOrOtherBasis |
| Book Value | 7314227 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 155555820 | OtherCostOrOtherBasis |
| Depreciation | 27671391 | Depreciation |
| Book Value | 127884429 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24072648 | OtherCostOrOtherBasis |
| Depreciation | 5516641 | Depreciation |
| Book Value | 18556007 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 49665391 | OtherCostOrOtherBasis |
| Depreciation | 31044947 | Depreciation |
| Book Value | 18620444 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 235716 | OtherCostOrOtherBasis |
| Book Value | 235716 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 172610823 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BENEFICIAL INTERESTS IN TRUSTS | 27771745 |
| DEFERRED COSTS | 1507207 |
| OTHER | 1016657 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 30295609 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTEREST SWAP AGREEMENT | $11,508,730 |
| ANNUITIES PAYABLE | $4,338,611 |
| NOTES PAYABLE | $3,912,956 |
| ADVANCES FROM FEDERAL GOVT FOR PERKI | $3,788,000 |
| DEPOSITS HELD IN CUSTODY FOR OTHERS | $1,504,576 |
| CAPITAL LEASE OBLIGATIONS | $640,244 |
| CONSTRUCTION COSTS | $235,428 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 25928545 | TotalOfAmounts |
| Total Revenue | 81990441 | TotalRevenue |
| Total Expenses | 74756970 | TotalExpenses |
| Excess Or Deficit For Year | 7233471 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 5852180 | NetUnrealizedGLOnInvestments |
| Other | -$66,282 | OtherAmount |
| Total Adjustments | 5785898 | TotalAdjustments |
| Excess Or Deficit Per FS | 13019369 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 87776339 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 5852180 | NetUnrealizedGainsInvestments |
| Other Revenues | -66282 | OtherRevenues |
| Revenue Not Rptd F990 | 5785898 | RevenueNotRptdF990 |
| Revenue Subtotal | 81990441 | RevenueSubtotal |
| Total Revenue Per Form990 | 81990441 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 74756970 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 74756970 | ExpensesSubtotal |
| Total Expenses Per Form990 | 74756970 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 61,373 CHANGE IN FAIR MARKET VALUE BOND SWAP -127,655 |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 61,373 CHANGE IN FAIR MARKET VALUE BOND SWAP -127,655 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FINANCIAL AID OR GOVERNMENT ASSISTANCE EXPLANATION | Identifier |
| Return Reference | SCHEDULE E LINE 6 | ReturnReference |
| Explanation | THE UNIVERSITYS MAJOR PROGRAMS ARE FEDERAL PELL GRANT PROGRAM FEDERAL FAMILY EDUCATION LOAN PROGRAM FEDERAL WORK STUDY PROGRAM FEDERAL PERKINS LOAN PROGRAM FEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITY AND SCHOLARSHIPS FOR DISADVANTAGED STUDENTS | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 115276 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 115276 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 38289 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 115276 | GrossReceiptsTotal |
| Gross Revenue Total Events | 115276 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 38289 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 38289 | DirectExpenseSummaryEvents |
| Net Income Summary | 76987 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | false | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|
| TOM MCDANIEL | |
| 306456 | 306456 |
| ARTHUR COTTON | |
| 191304 | 191304 |
| ROBERT HENRY | |
| 190255 | 190255 |
| SUSAN BARBER | |
| 157610 | 157610 |
| LAWRENCE HELLMAN | |
| 192007 | 192007 |
| KELLY STONER | |
| 156218 | 156218 |
| ARTHUR LEFRANCOIS | |
| 155756 | 155756 |
| ERIC LAITY | |
| 152795 | 152795 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OK INDUST AUTHORITY REVENUE NOTES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 730579265 | IssuerEIN |
| Date Issued | 2010-11-30 | DateIssued |
| Issue Price | 60000000 | IssuePrice |
| Description Of Purpose | REDMPTION FUND, COST OF ISSUANCE | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | true | BondCounselRoutinelyEngaged |
| Post Issuance Compliance Procdrs | false | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | true | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN CHASE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 25.0 | TermOfHedge |
| Superintegrated Hedge | true | SuperintegratedHedge |
| Hedge Terminated | false | HedgeTerminated |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 14071 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Boats And Planes BoatsAndPlanes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 94417 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | WINDOWS & INST | 11 | 17462 | FMV |
| X | FUR CAPE & COAT | 1 | 8500 | FMV |
| X | TRIP & AIRFARE | 1 | 7548 | FMV |
| X | SEASON TICKETS | 1 | 14155 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FINANCIAL ACCOUNTS IN FOREIGN COUNTRIES | FORM 990, PART V, LINE 4B | CANADA |
| RELATED PARTY INFORMATION AMONG OFFICERS | FORM 990, PAGE 6, PART VI, LINE 2 | JANE JAYROE GAMBLE GERALD L. GAMBLE SECRETARY TRUSTEE MARRIED MO GROTJOHN HERMAN MEINDERS TRUSTEE TRUSTEE BUSINESS |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | A COPY IS PRESENTED TO THE BOARD PRIOR TO FILING. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS AND OTHER APPLICABLE MEMBERS OR EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS AND ANNUALLY ATTEST TO THEIR ADHERENCE TO THE POLICY. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | EXECUTIVE COMMITTEE AND/OR BOARD OF TRUSTEES REVIEW NATIONAL SALARY AND BENEFIT DATA RELATED TO PRESIDENTS OF REGIONAL UNIVERSITIES AND PRIVATE MASTER'S LEVEL UNIVERSITIES. EMPLOYMENT CONTRACT REFLECTS THE OUTCOME OF THEIR DELIBERATION AND DECISIONS. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | PRESIDENT MAKES DECISIONS IN CONSULTATION WITH PROVOST AND VP HUMAN RESOURCES, WHO HAVE ACCESS TO MARKET COMPARABILITY DATA. DECISIONS ARE DOCUMENTED VIA CONTRACTS WITH OFFICERS AND KEY EMPLOYEES. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | UPON REQUEST. |
Comments