2012-05-15T16:20:47-05:00 2011-06-30 DIPIAZZA LAROCCA HEETER & CO LLC P O BOX 530095 BIRMINGHAM AL 352530095 990 2010-07-01 630366652 OAKWOOD UNIVERSITY OAKW 2567267024 7000 ADVENTIST BLVD HUNTSVILLE AL 35896 SABRINA COTTON 2567267024 2012-05-09 1 AV LAROCCA CPA 2058719973 2010 2016-02-24 21:20:13Z SABRINA COTTON 7000 ADVENTIST BOULEVARD HUNTSVILLE AL 35896 56595526 0 X WWW.OAKWOOD.EDU X 1896 AL OAKWOOD UNIVERSITY, A HISTORICALLY BLACK SEVENTH-DAY ADVENTIST INSTITUTION OF HIGHER LEARNING, PROVIDES QUALITY CHRISTIAN EDUCATION THAT EMPHASIZES ACADEMIC EXCELLENCE; PROMOTES HARMONIOUS DEVELOPMENT OF MIND, BODY AND SPIRIT; AND PREPARES LEADERS IN SERVICE FOR GOD AND HUMANITY. 35 35 1518 0 58585 -98765 19600427 19276484 32545095 35142915 136715 176566 2086649 1724553 54368886 56320518 10805624 11861086 0 0 24358582 26243217 0 0 725508 17457591 15337649 52621797 53441952 1747089 2878566 67131740 71057268 14300091 14214281 52831649 56842987 X OAKWOOD UNIVERSITY, A HISTORICALLY BLACK SEVENTH-DAY ADVENTIST INSTITUTION OF HIGHER LEARNING, PROVIDES QUALITY CHRISTIAN EDUCATION THAT EMPHASIZES ACADEMIC EXCELLENCE; PROMOTES HARMONIOUS DEVELOPMENT OF MIND, BODY AND SPIRIT; AND PREPARES LEADERS IN SERVICE FOR GOD AND HUMANITY. 0 0 36051970 11861086 36829603 TO PROVIDE UNDERGRADUATE DEGREE PROGRAMS IN VARIOUS DISCIPLINES INCLUDING ON CAMPUS TRAINING IN SELECTED FIELDS OF STUDY FOR APPROXIMATELY 1800 STUDENTS 36051970 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 202 0 1518 1 1 1 0 0 0 0 1 1 0 0 0 0 0 X 35 35 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X GAIL CALDWELL 2567267017 7000 ADVENTIST BLVD HUNTSVILLE AL 35896 TREVOR BAKER 1.00 X 0 0 0 LISA BEARDSLEY-HARDY 1.00 X 0 0 0 LARRY BLACKMER 1.00 X 0 0 0 DEDRICK L BLUE 1.00 X 0 0 0 JEFFREY O BROWN 1.00 X 0 0 0 G ALEXANDER BRYANT 1.00 X 0 0 0 CHARLES L CHEATHAM 1.00 X 0 0 0 JIM DAVIDSON 1.00 X 0 0 0 JEROME DAVIS 1.00 X 0 0 0 CHARLES W DRAKE III 1.00 X 0 0 0 DANA C EDMOND 1.00 X 0 0 0 GEORGE EGWAKHE 1.00 X 0 0 0 RICARDO GRAHAM 1.00 X 0 0 0 SAMUEL GREEN 1.00 X 0 0 0 WILLIAM HICKS 1.00 X 0 0 0 DAN JACKSON 1.00 X 0 0 0 DONALD G JERNIGAN 1.00 X 0 0 0 CLIFTON JESSUP 1.00 X 0 0 0 WASHINGTON JOHNSON III 1.00 X 0 0 0 ALVIN KIBBLE 1.00 X 0 0 0 DONALD G KING 1.00 X 0 0 0 HAROLD L LEE 1.00 X 0 0 0 ROBERT E LEMON 1.00 X 0 0 0 THOMAS LEMON 1.00 X 0 0 0 DONALD LIVESAY 1.00 X 0 0 0 ALPHONSO MCCARTHY 1.00 X 0 0 0 LARRY MOORE 1.00 X 0 0 0 BOBBY MITCHELL 1.00 X 0 0 0 HUBERT MOREL 1.00 X 0 0 0 GT NG 1.00 X 0 0 0 LOIS PETERS 1.00 X 0 0 0 CYNTHIA POWELL-HICKS 1.00 X 0 0 0 RALPH REID 1.00 X 0 0 0 RANDY ROBINSON 1.00 X 0 0 0 CALVIN B ROCK EMERITUS 1.00 X 0 0 0 FREDRICK A RUSSELL 1.00 X 0 0 0 ELLA S SIMMONS 1.00 X 0 0 0 RON C SMITH 1.00 X 0 0 0 MAX TORKELSON 1.00 X 0 0 0 DAVE WEIGLEY 1.00 X 0 0 0 EILEEN KNIGHT WHITE 1.00 X 0 0 0 DAVID R WILLIAMS 1.00 X 0 0 0 DEWITT S WILLIAMS 1.00 X 0 0 0 STEPHEN GRAY 1.00 X 0 0 0 ED ZINKE 1.00 X 0 0 0 STEPHEN FOSTER 1.00 X 0 0 0 WITFORD REID 1.00 X 0 0 0 LAURA DAVIS 1.00 X 0 0 0 TED NC WILSON 1.00 X 0 0 0 CHERRYL GALLEY 1.00 X 0 0 0 SONIA PAUL 1.00 X 0 0 0 CIRO SEPULVEDA 1.00 X 0 0 0 WILLIAM L WINSTON 1.00 X 0 0 0 DR JOHN ANDERSON 50.00 X 76298 0 35807 DR DELBERT BAKER 50.00 X 61592 0 26384 SABRINA COTTON 50.00 X 86360 0 36333 MERVYN WARREN 50.00 X 84677 0 40165 TIMOTHY MCDONALD 50.00 X 77193 0 36333 PATRICIA STEWART DANIEL 50.00 X 76022 0 35770 ALEXANDRINE RANDRIAMEHEFA 40.00 X 59978 0 44056 KENNETH LAIHING 40.00 X 62314 0 42816 462142 0 210792 0 0 0 0 SODEXHO INC & AFFILIATES 7000 ADVENTIST BLVD HUNTSVILLE AL 35896 FOOD SERVICE 1241682 HUNTSVILLE UTILITIES PO BOX 2048 HUNTSVILLE AL 35804 UTILITIES 966000 BARNES & NOBLE COLLEGE BOOKSELLERS 120 MOUNTAINVIEW BOULEVARD BASKING RIDGE NJ 07920 BOOKSTORE 657401 STANLEY'S CONSTRUCTION COMPANY 4410-A EVANGEL CIRCLE HUNTSVILLE AL 35816 CONSTRUCTION 599287 PRO-AIR SERVICES INC PO BOX 5054 DECATUR AL 35601 CONSTRUCTION 341218 21 11212055 8064429 19276484 TUITION & FEES 611600 25491908 25491908 AUXILIARY ENTERPRISES 611600 9123800 9123800 EDUCATIONAL ACTIVITIES 611600 527207 527207 35142915 176566 176566 142508 148453 -5945 -5945 30000 -35945 146635 131410 15225 15225 23730 -4855 28585 28585 OTHER EDUC. SOURCES 611710 1686688 1686688 1686688 56320518 36829603 58585 155846 11861086 11861086 462142 462142 18908674 9928739 8580080 399855 6872401 4068895 2673616 129890 171328 161996 9332 14582 14582 80061 75700 4361 2277846 1342911 934935 226794 99491 121902 5401 526327 219863 289771 16693 430148 430148 2671130 2671130 287723 287723 BOOKSTORE 2254128 2254128 EQUIPMENT RENTAL & MAIN 1926146 1199964 699609 26573 SUPPLIES 1005682 512948 477447 15287 VARIOUS INSTITUTIONAL S 679157 635005 44152 PRINTING & PUBLICATIONS 608078 353562 240827 13689 2178519 1062529 1055715 60275 53441952 36051970 16664474 725508 13076815 11786383 586418 256912 5859639 8537518 894276 894276 37666 17778 76131418 35728795 40301379 40402623 414443 463406 5872079 8616214 89025 82158 67131740 71057268 4334797 4910945 912471 913473 8555000 7955000 497823 434863 14300091 14214281 X 38582368 41385753 11985183 12955759 2264098 2501475 52831649 56842987 67131740 71057268 X 2878566 1132772 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 406806 406806 52063950 17493335 34570615 21738449 17995210 3743239 1922213 240250 1681963 40402623 MUTUAL FUNDS 2250247 F CORPORATE FUNDS 75267 F COMMINGLED PRIVATE INVESTMENTS 6290700 F 8616214 56320518 53441952 2878566 1132772 1132772 4011338 51034184 1132772 -6694114 -5561342 56595526 -275008 -275008 56320518 47022846 275008 275008 46747838 6694114 6694114 53441952 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: EFFECTIVE JULY 1, 2009, THE UNIVERSITY IMPLEMENTED THE NEW ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. AS OF JUNE 30, 2011, THE UNIVERSITY HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XII, LINE 2D - OTHER ADJUSTMENTS: INSTITUTIONAL AWARDS -6,694,114. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -148,453. COST OF GOODS SOLD 4,855. FUNDRAISING EXPENSES -131,410. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 148,453. COST OF GOODS SOLD -4,855. FUNDRAISING EXPENSES 131,410. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INSTITUTIONAL AWARDS 6,694,114. 1 0 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY IN BROCHURES, CATALOGUES, AND WRITTEN COMMUNICATIONS, AS WELL AS ON ITS WEB SITE, MAKING IT AVAILABLE TO STUDENTS, AS WELL AS THE GENERAL COMMUNITY. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES GRANTS FROM THE FEDERAL GOVERNMENT. UNCF CAMPAIGN & GALA 146635 146635 131410 146635 146635 131410 131410 15225 1 ACADEMIC SCHOLARSHIP 744 5054776 FEDERAL SCHOLARSHIP 986 3998218 PRESIDENTIAL SCHOLARSHIP 74724 STUDENT RECRUITMENT SCHOLARSHIP 616 943750 NEED BASED SCHOLARSHIP 580 1352628 CANADIAN STUDENT SCHOLARSHIP 9 31818 SCHOLARSHIP - MISCELLANEOUS AWARDS 100 185844 FAMILY DISCOUNT SCHOLARSHIP 219328 CITY OF HUNTSVILLE 2010-12-31 6080000 PROCEEDS USED TO RETIRE 2008 BOND ISSUANCE & TO PAY 2010 ISSURANCE COST 0 0 0 6050000 6080000 30000 1 0 1 1 0 0 0 0 1 1 1 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE CORPORATION SHALL ELECT A NOMINATING COMMITTEE, WHO WILL IN TURN NOMINATE PERSONS TO SERVE AS THE BOARD OF TRUSTEES OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS REVIEWED BY THE BOARD FOR COMPLETENESS AND ACCURACY PRIOR TO THE FILING OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SENT OUT TO OFFICERS, TRUSTEES AND KEY EMPLOYEES ANNUALLY WITH SIGNATURE REQUIRED TO ENSURE COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PACKAGES ARE BASED ON POLICIES ACCEPTED BY THE NORTH AMERICAN DIVISION FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ORGANIZATION'S OFFICE IN CARE OF GAIL CALDWELL. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,132,772. GENERAL CONFERENCE OF SEVENTH-DAY ADVENTISTS 12501 OLD COLUMBIA PIKE SILVER SPRINGS MD 20904 RELIGIOUS ACTIVITIES MD 501(C)(3) 0 GENERAL CONFERENCE CORPORATION OF SEVENTH-DAY ADVENTISTS 12501 OLD COLUMBIA PIKE SILVER SPRINGS MD 20904 RELIGIOUS ACTIVITIES IN A FIDUCIARY CAPACITY MD 501(C)(3) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 GENERAL CONFERENCE OF SEVENTH-DAY ADVENTISTS R