Civic Intelligence

Oklahoma City University

EIN 73-0579265 • 501(c)3 • Oklahoma City, OK

Profile

Oklahoma city university embraces the united methodist tradition of scholarship and service and welcomes all faiths in a culturally rich community dedicated to student success. Men and women pursue academic excellence through a rigorous curriculum focused on students intellectual, moral, and spiritual development to prepare them to become effective leaders in service to their communities.

2501 N BlackwelderOklahoma City, OK 73106

www.okcu.edu

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

53rd percentile

0.31x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.99x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Net Margin

42nd percentile

1.9%

Higher net margin than 42% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

14th percentile

$337,717

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Asset Growth

14th percentile

-3.4%

Faster asset growth than 14% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

8.7%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Assets

Down

$384,435,860

Down $13,345,009 (-3.4%) from 2023

Liabilities

Down

$121,036,228

Down $3,332,554 (-2.7%) from 2023

Net Assets

Down

$263,399,632

Down $10,012,455 (-3.7%) from 2023

Revenue

Up

$121,984,347

Up $9,732,958 (+8.7%) from 2023

Expenses

Up

$119,688,950

Up $6,654,856 (+5.9%) from 2023

Net Income

Up

$2,295,397

Up $3,078,102 (+393%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400M$300M$200M$100M$0Assets 2010: $261,331,915Liabilities 2010: $93,701,287Net Assets 2010: $167,630,6282010Assets 2011: $275,987,363Liabilities 2011: $95,337,366Net Assets 2011: $180,649,9972011Assets 2012: $273,509,565Liabilities 2012: $102,757,063Net Assets 2012: $170,752,5022012Assets 2013: $277,474,691Liabilities 2013: $95,275,150Net Assets 2013: $182,199,5412013Assets 2014: $287,465,330Liabilities 2014: $91,017,132Net Assets 2014: $196,448,1982014Assets 2015: $283,825,923Liabilities 2015: $87,842,289Net Assets 2015: $195,983,6342015Assets 2016: $275,186,056Liabilities 2016: $91,613,318Net Assets 2016: $183,572,7382016Assets 2017: $282,529,640Liabilities 2017: $85,551,457Net Assets 2017: $196,978,1832017Assets 2018: $292,256,592Liabilities 2018: $92,023,359Net Assets 2018: $200,233,2332018Assets 2019: $301,217,318Liabilities 2019: $89,786,945Net Assets 2019: $211,430,3732019Assets 2020: $339,604,842Liabilities 2020: $125,364,676Net Assets 2020: $214,240,1662020Assets 2021: $362,717,659Liabilities 2021: $121,697,745Net Assets 2021: $241,019,9142021Assets 2022: $347,571,269Liabilities 2022: $117,472,841Net Assets 2022: $230,098,4282022Assets 2023: $397,780,869Liabilities 2023: $124,368,782Net Assets 2023: $273,412,0872023Assets 2024: $384,435,860Liabilities 2024: $121,036,228Net Assets 2024: $263,399,6322024

Highlighted filing

2024

Assets$384,435,860
Liabilities$121,036,228
Net Assets$263,399,632

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150M$100M$50M$0-$50MExpenses 2010: $72,664,8192010Expenses 2011: $74,756,9702011Expenses 2012: $78,291,2542012Expenses 2013: $77,760,6722013Revenue 2014: $109,439,361Expenses 2014: $106,020,858Net Income 2014: $3,418,5032014Revenue 2015: $107,085,151Expenses 2015: $104,708,879Net Income 2015: $2,376,2722015Revenue 2016: $97,933,214Expenses 2016: $102,505,388Net Income 2016: -$4,572,1742016Revenue 2017: $101,634,454Expenses 2017: $104,070,869Net Income 2017: -$2,436,4152017Revenue 2018: $97,284,272Expenses 2018: $107,068,245Net Income 2018: -$9,783,9732018Revenue 2019: $109,123,522Expenses 2019: $107,907,641Net Income 2019: $1,215,8812019Revenue 2020: $115,680,906Expenses 2020: $106,948,096Net Income 2020: $8,732,8102020Revenue 2021: $109,214,951Expenses 2021: $111,925,635Net Income 2021: -$2,710,6842021Revenue 2022: $109,582,094Expenses 2022: $111,967,177Net Income 2022: -$2,385,0832022Revenue 2023: $112,251,389Expenses 2023: $113,034,094Net Income 2023: -$782,7052023Revenue 2024: $121,984,347Expenses 2024: $119,688,950Net Income 2024: $2,295,3972024

Highlighted filing

2024

Revenue$121,984,347
Expenses$119,688,950
Net Income$2,295,397

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$384$121$263$122$120$2.30
2023Summary only. Only limited summary data is available for this year.$398$124$273$112$113$0.78
2022Summary only. Only limited summary data is available for this year.$348$117$230$110$112$2.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$363$122$241$109$112$2.71
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$340$125$214$116$107$8.73
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$301$89.8$211$109$108$1.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$292$92.0$200$97.3$107$9.78
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$283$85.6$197$102$104$2.44
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$275$91.6$184$97.9$103$4.57
2015Detailed filing. Detailed filing data is available for this year.$284$87.8$196$107$105$2.38
2014Detailed filing. Detailed filing data is available for this year.$287$91.0$196$109$106$3.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$277$95.3$182$77.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$274$103$171$78.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$276$95.3$181$74.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$261$93.7$168$72.7
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 14, 2021
Return Version
2019v5.2
Gross Receipts
$131,856,269
Mission and Program Overview

Mission

Oklahoma city university embraces the united methodist tradition of scholarship and service and welcomes all faiths in a culturally rich community dedicated to student success. Men and women pursue academic excellence through a rigorous curriculum focused on students' intellectual, moral, and spiritual development to prepare them to become effective leaders in service to their communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$159,247,548$197,154,113▲ $37,906,565
Investments in Publicly Traded Securities$70,990,649$76,632,091▲ $5,641,442
Savings and Temporary Cash Investments$3,206,985$14,194,317▲ $10,987,332
Pledges and Grants Receivable$4,341,745$2,828,162▼ $1,513,583
Investments Other Securities$5,223,950$2,494,492▼ $2,729,458
Other Notes and Loans Receivable, Net$6,410,960$1,979,377▼ $4,431,583
Accounts Receivable$1,609,768$1,726,799▲ $117,031
Prepaid Expenses and Deferred Charges$1,759,596$1,467,843▼ $291,753
Cash and Non-Interest-Bearing Accounts$12,826$15,881▲ $3,055
Total Assets$301,217,318$339,604,842▲ $38,387,524
Other Assets Total$48,413,291$41,111,767▼ $7,301,524
Liabilities
Tax Exempt Bond Liabilities$48,458,796$98,091,183▲ $49,632,387
Other Liabilities$30,597,585$12,008,414▼ $18,589,171
Accounts Payable and Accrued Expenses$5,966,592$6,065,980▲ $99,388
Deferred Revenue$4,763,972$4,842,959▲ $78,987
Mortgage Notes Payable Secured by Investment Property-$4,356,140-
Total Liabilities$89,786,945$125,364,676▲ $35,577,731
Net Assets / Fund Balance
Net Assets With Donor Restrictions$122,228,899$115,977,651▼ $6,251,248
Net Assets Without Donor Restrictions$89,201,474$98,262,515▲ $9,061,041
Total Net Assets Fund Balance$211,430,373$214,240,166▲ $2,809,793
Total Liabilities and Net Assets / Fund Balance$301,217,318$339,604,842▲ $38,387,524

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$137,153,480$55,225,668$192,379,148
Equipment$17,484,400$41,999,985$59,484,385
Leasehold Improvements$27,540,544$12,803,514$40,344,058
Land$11,978,513-$10,712,115
Other Land Buildings$2,997,176-$2,997,176
Other Assets Org$482,357--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$111,624,202$666,582▼ $2,190,434$5,229,388$104,870,962
2018$100,217,852$2,716,138▲ $15,123,116$6,432,904$111,624,202
2017$91,968,220$1,328,885▲ $10,985,675$4,064,928$100,217,852
2016$82,310,440$2,402,451▲ $11,176,673$3,921,344$91,968,220
2015$84,071,991$1,807,368▲ $433,326$4,002,245$82,310,440
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James RothDeanFT$294,026$8,559$302,585
Martha BurgerPresidentFT$275,553$14,267$289,820
Steven AgeeDeanFT$233,978$17,687$251,665
Mark ParkerDeanFT$173,988$39,296$213,284
Michael WilliamsAssociate DeanFT$168,015$44,577$212,592
Lee PeoplesDirectorFT$169,860$36,865$206,725
Casey RossUniversity General CounselFT$187,801$15,056$202,857
Paula DalleyAssociate DeanFT$166,002$14,175$180,177
Amy CataldiDeanFT$156,291$21,074$177,365
Robert GreveBusiness Faculty (12 Month)FT$157,449$19,831$177,280
Jacob DearmonProfessor of Economics, DirectorFT$147,600$18,174$165,774
Russell EvansProfessor of Economics, Executive DirectorFT$147,847$14,673$162,520
Russell EvansProfessor of Economics, Executive Di-$147,847$14,673$162,520
Maria JonesPt FacultyFT$143,769$16,473$160,242
Lois SalmeronDeanFT$151,236$8,031$159,267
Kevin WindholzVice President, Enrollment/communicationsFT$143,072$15,430$158,502
Kevin WindholzVice President, Enrollment/communica-$143,072$15,430$158,502
Carla SpivackProfessor of LawFT$131,398$24,551$155,949
Lynann Sterk-brooksVice President, AdvancementFT$149,127$6,603$155,730
Jeffrey GroganProfessor of MusicFT$125,118$30,467$155,585
Joey CroslinVice President ,human ResourcesFT$130,789$16,721$147,510
Gerry HuntChief Information OfficerFT$129,885$14,674$144,559
Amy AyresVice President, Student AffairsFT$128,623$6,823$135,446
James AbbottAssistant Vice President, AthleticsFT$110,618$15,870$126,488
Bryce EngelbertSenior Director and ControllerFT$83,942$12,543$96,485

Highest Paid Contractors

ContractorServicesLocationCompensation
Compass Group USA INC Dba ChartwellsCatering/meal Plans2400 YORKMONT RD, Charolotte, NC 28217-4511$2,977,261
Witt Fiala Flannery And Associates INCJanitorial Services211 S JEFFERSON AVE, St Louis, MO 63103-2511$730,213
Registry For College And University PresEducation Contract Labor Services3 CENTENNIAL DR, Peabody, MA 01960-7931$429,806
Ps&l LLCMarketing ServicesONE ROBERTS AVE, Glenside, PA 19038-3412$329,528
Pitzer's Lawn Management INCLawn Services11401 S BROADWAY, Edmond, OK 73084-8654$300,121
Revenue and Support

Revenue Composition

Contributions and Grants
$8,430,964
Program Service Revenue
$87,970,250
Investment Income
$17,152,887
Other Revenue
$2,126,805
All Other Contributions
$6,204,242
Change in Net Assets
$8,732,810

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table10$11,180Fair Market Value (FMV)
Real Estate Other2$8,000Fair Market Value (FMV)
Clothing and Household Goods-$5,624Fair Market Value (FMV)
Other Non Cash Contri Table7$2,502Fair Market Value (FMV)
Collectibles6$1,794Fair Market Value (FMV)
Other Non Cash Contri Table4$1,335Fair Market Value (FMV)
Other Non Cash Contri Table13$1,020Fair Market Value (FMV)
Total Noncash Contributions42$31,455-

Audited Revenue Reconciliation

Revenue per Audited Statements
$81,661,403
Revenue Not Reported on Financial Statements
$34,019,503
Revenue Not Reported on Form 990
$-5,923,017
Other Revenue Adjustments
$33,657,245
Total Revenue per Audited Statements
$75,738,386
Total Revenue per Form 990
$115,680,906
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$42,572,092
Grants and Similar Amounts Paid$33,844,156
Other Expenses$30,531,848
Total Fundraising Expense$1,677,757
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$33,844,156--$33,844,156
Other Salaries and Wages$27,866,614$1,325,325$596,555$29,788,494
Depreciation Depletion$7,812,637$257,133-$8,069,770
Fees for Services Other$6,151,192$545,819$40,610$6,737,621
Current Officers, Directors, Trustees, and Key Employees$5,028,815$1,203,219$311,552$6,543,586
Interest$3,607,161$717,739-$4,324,900
Other Employee Benefits$2,568,053$320,970$62,471$2,951,494
Payroll Taxes$2,266,695$157,566$61,843$2,486,104
Office Expenses$1,837,899$199,612$129,397$2,166,908
Other Expenses$1,774,988$47,199$294,051$2,116,238
Fees for Services Management$1,281,033--$1,281,033
Information Technology$407,950$700,942$83,430$1,192,322
Occupancy$993,437$183,509-$1,176,946
Insurance$907,102$31,820$1,530$940,452
Advertising$929,644$9,031$1,208$939,883
Pension Plan Contributions$753,004$38,002$11,408$802,414
Travel$734,597$8,626$42,295$785,518
Fees for Service Investment Mgmnt Fees$362,258--$362,258
Conferences and Meetings$200,555$27,667$41,407$269,629
Fees for Services Accounting-$113,857-$113,857
Fees for Services Legal$9,185$45,328-$54,513
Total Functional Expenses$99,336,975$5,933,364$1,677,757$106,948,096

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$106,948,096
Expenses per Audited Statements$72,928,593
Total Expenses per Audited Statements$72,928,593
Expenses Not Reported on Financial Statements$34,019,503
Other Expense Adjustments$33,657,245
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$122,252
Fundraising Gross Income$108,497
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Women in Leadership$79,025$38,675$19,292$19,383
Hall of Honor$99,390$22,640$53,986$-31,346
Total Events$455,369$108,497$122,252$-13,755
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease Obligations$6,972,726
Advances From Federal Govt for Perki$2,818,000
Annuities Payable$1,679,187
Deposits Held in Custody for Others$538,501

Bond Issues

BondIssuerIssuedIssue PricePurpose
AOk Indust Authority Revenue Note2019-12-02$90,760,000REDEMPTION FUND, COST

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$99,346,610$14,056,000$48,711,815$871,649

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Jane jayroe gamble gerald l. Gamble secretary trustee family relationship - married

Form 990, Part VI, Section B, Line 11B

A copy is presented to the board prior to filing.

Form 990, Part VI, Section B, 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.

Form 990, Part VI, Section B, Line 15

Line 15a - compensation process for top official: 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. Line 15b - compensation process for officers: 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.

Form 990, Part VI, Section C, Line 19

Governing documents disclosure explanation upon request.

Filing and Contact Details

Filer

Filer Name
Oklahoma City University
EIN
73-0579265
Phone
4052085000
Address
2501 N BLACKWELDER, OKLAHOMA CITY, OK 73106

Signing Officer

Name
William Ross
Title
Assistant Controller
Phone
4052085000
Signed
2021-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martha Burger
Formed
1904
Legal Domicile
Ok
Voting Board Members
46
Independent Board Members
44
Employees
1,588
Volunteers
250

Preparer

Firm
Rsm US Llp
Address
19026 RIDGEWOOD PKWY STE 400, SAN ANTONIO, TX 78259
Preparer
Josephine Behrend
Phone
2108286281
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

The intended use of the organization's endowment funds includes expending funds toward scholarships, faculty chairs, facilities maintenance, and program enhancement.

PART X, LINE 2:

The university is an organization exempt from federal income tax pursuant to section 501(a) of the internal revenue code (the code) as an organization described in section 501(c)(3) of the code. Provision has been made, where material, for any taxes due on unrelated business income. As of june 30, 2018 and 2017, there were no uncertain tax benefits identified and recorded as a liability.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Fundraising expense-net in vii -122,252. Student aid/scholarship assistance: net presentation in audit report 32,590,108. Auxiliary discount 1,189,389.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Student aid/scholarship assistance: net presentation in audit report 32,590,108. Fundraising expense-net in vii -122,252. Auxiliary discount 1,189,389.

Raw XML AppendixShowing 400 of 1,494 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivityOrMissionDesc0OKLAHOMA CITY UNIVERSITY EMBRACES THE UNITED METHODIST TRADITION OF SCHOLARSHIP AND SERVICE AND WELCOMES ALL FAITHS IN A CULTURALLY RICH COMMUNITY DEDICATED TO STUDENT SUCCESS. MEN AND WOMEN PURSUE ACADEMIC EXCELLENCE THROUGH A RIGOROUS CURRICULUM FOCUSED ON STUDENTS' INTELLECTUAL, MORAL, AND SPIRITUAL DEVELOPMENT TO PREPARE THEM TO BECOME EFFECTIVE LEADERS IN SERVICE TO THEIR COMMUNITIES.
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1WITT FIALA FLANNERY AND ASSOCIATES INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2REGISTRY FOR COLLEGE AND UNIVERSITY PRES
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IRS990/Desc0INSTRUCTIONAL PROGRAMS. PROGRAMS INCLUDE ACADEMIC INSTRUCTION AND RELATED SERVICES FOR UNDERGRADUATE AND GRADUATE STUDENTS, INCLUDING FINANCIAL AID IN THE FORM OF SCHOLARSHIPS AND STUDENT AID. AVERAGE STUDENT ENROLLMENT FOR THE 2019-2020 ACADEMIC YEAR WAS 2614.
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