Oklahoma City University
2501 N. Blackwelder Avenue
Oklahoma City OK 73106-1493
Tax Exempt Status Public Supported Charity
Mission Statement

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.

Contact Information
Contact Name Marty O'Gwynn
Contact email give@okcu.edu
Address 2501 N. Blackwelder Avenue
Oklahoma City, OK 73106 1493
Phone (405) 208-5000
County Oklahoma
Alternate Phone 405 208-7000
How to Give
Donate with Credit Card https://secure.okcu.edu/onlinegiving/
Donate to Endowment http://occf.org/ocu/
Other ways to donate, support or volunteer There are many ways to support Oklahoma City University. For information on endowments, in-kind gifts, estate planning, serving on the alumni board, and other options please visit http://www.okcu.edu/give or contact the Office of University Advancement at (405) 208-7000 or give@okcu.edu. 
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Financial Summary
 
 
Projected Revenue $58,600,149.00
Projected Expenses $58,451,688.00
History and Background
Former Names
NameYear
Epworth University1911
Oklahoma Methodist University1919
Oklahoma City College1924
Year Founded 1904
IRS Ruling Year 1959
State Registration Expiration July 2016
Statements
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.

Background

 Oklahoma City University is a premier, comprehensive private university for the liberal arts and the professions. In a culturally rich, diverse environment, our students pursue academic excellence through a rigorous curriculum that prepares them to become effective leaders in service to their communities.

 Chartered three years before statehood, in 1904, Oklahoma City University traces its beginning to Epworth University and was created under the sponsorship of the Methodist Church in cooperation with the Oklahoma City Trade Club – the forerunner of the Oklahoma City Chamber of Commerce. Founded by some of the state’s early leaders, the university has continued to embrace the vision of its forbearers as a place where students grow intellectually, spiritually, and morally.

 Today, the University offers more than 70 undergraduate and 20 graduate degree programs in the performing arts, business, law, nursing, arts and sciences, and religion. The tight-knit student body of approximately 2,400 students – 1,800 undergraduate and 600 graduate students – is active in more than 80 student organizations and groups. Its diversity reflects the world, with current students from 46 states and 43 foreign countries.

 With a student-to-faculty ratio of 11:1, students receive personalized attention that gives them a learning advantage over students in one-size-fits-all colleges. The faculty is exceptionally qualified, with more than 80 percent of its members holding the highest degrees in their field. Every undergraduate student takes a service learning class, and all students are encouraged to participate in volunteer opportunities throughout the year. Oklahoma City University takes special care to teach subject matter and skills necessary after graduation. Much energy is devoted to creating, implementing and improving programs to ensure that graduates have the tools they need to lead their communities into the future.

 The Stars have won 60 national championships, including the 2015 NAIA men's cross country championship, claiming that title for the third consecutive year. OCU student-athletes have maintained an overall GPA of 3.0 or higher for 13 straight years.

 Oklahoma City University consistently is ranked as Oklahoma’s only top-tier regional master level comprehensive institution of higher learning by “U.S. News and World Report.” It has been named as one of the best schools in the Western United States by “The Princeton Review” and is listed in Forbes' “America’s 100 Best College Buys” and “America’s Best Christian Colleges.”

Area Served
Area Served
Geographic Area Served
Oklahoma City
Oklahoma - Statewide
National
International
Service Categories
Secondary Organizational Category Education/Higher Education
Programs
Description Oklahoma City University offers more than 70 undergraduate programs in nursing, performing arts, business, and arts and sciences. At OCU we believe that the liberal arts form the basis for learning and thinking in undergraduate studies. We believe that general education should not only provide knowledge and skills, but also promote personal values and communal development. We believe that general education should be multidimensional, cumulative and integrated throughout the university through all disciplines and at all levels.
Strategy
Population Served Adults
Description Oklahoma City University offers 20 graduate degrees, including a law degree, MBA, Physician Assistant Studies, and doctoral programs in nursing. Most of OCU's graduate degrees have an "area of emphasis." This helps students to choose the field of study for which they are best suited within a degree program. This focused area of study will develop and complement students' interests, abilities and goals and will ultimately give them the best possible preparation for careers in their respective fields.
Strategy
Population Served Adults
Description The Adult Degree Completion Program at Oklahoma City University features a flexible and accelerated format with eight-week classes on weekday nights, weekends and online. Programs are offered in Arts & Sciences and Nursing. Through portfolios, some students can receive credit for college-level work experience and learning.
Strategy
Population Served Adults
Disaster Programs
Description

Oklahoma City University’s emergency planning process included a three-day intensive Multi-Hazard Emergency Planning for Higher Education training session in May 2012. Participants learned how to work in an Emergency Operations Center and the session included a crisis simulation. Oklahoma City University is only the third university in the country to sponsor a customized Federal Emergency Management Authority (FEMA) training course. Disaster and emergency preparedness training efforts continue regularly at the university. 

CEO/Executive Director
CEO/Executive Director Robert Henry
Start Date July 2010
Email rhenry@okcu.edu
Experience Robert Henry is the 17th president of Oklahoma City University. Henry returned to OCU after having served as Chief Judge of the U.S. Court of Appeals for the Tenth Circuit. He has a long-standing relationship with OCU, previously serving as dean of the OCU School of Law and as tenured professor of law. He taught graduate and undergraduate courses at OCU and has been a frequent guest lecturer. Prior to his appointment to the Court, Henry served as attorney general of the State of Oklahoma, as well as state representative in Oklahoma's House of Representatives, where he chaired the committees on the judiciary, common education, and the appropriation and budget committee on general government. Henry also practiced law in Shawnee, Oklahoma, for 10 years.
Staff
Number of Full-time Staff 533
Number of Part-time Staff 140
Number of Contract Staff 29
Number of Volunteers 150
Are professional development opportunities provided? Yes
Does CEO/Executive Director have formal evaluations? Yes
Management reports to board? Yes
Organizational Plans
Fundraising Plan Yes
Communication Plan Under Development
Strategic Plan Yes
Number of Years Strategic Plan Considers N/A
Date Strategic Plan Adopted Apr 2013
Management Succession Plan No
Organization Policies and Procedures Yes
External Assessments and Accreditations
Assessment/AccreditationYear
Higher Learning Commission of North Central Association of Colleges and Schools - 10 Year Accreditation2011
Board Chair
Name Mr. Ronald J. Norick
Company Affiliation Norick Investments, LLC
Term Oct 2014 to Oct 2017
Board of Directors
List Current as of July 01, 2015
Board of Directors List
NameAffiliationStatus
Rev. T. Brian Bakeman Oklahoma Conference of the United Methodist ChurchExofficio
Ms. Louise Bass Civic LeaderVoting
Mr. James Bass Bass Law Firm, P.C.Voting
Mrs. Judy Benson Civic LeaderVoting
Mr. Henry W. Browne Jr.Great Plains Coca-Cola Bottling Co.Voting
Ms. Martha A. Burger Amethyst InvestmentsVoting
Mr. Phil G. Busey Delaware Resource GroupVoting
Mr. Roy W. Chandler Peters & Chandler, P.C.Voting
Dr. Emmanuel E. Edem Norman and Edem, PLLCVoting
Ms. Tricia L. Everest Gable GotwalsVoting
Mr. Jason Foreman Oklahoma City University Faculty SenateExofficio
Dr. Gerald L. Gamble Gerald L. Gamble Co, Inc.Voting
Mrs. Jane Jayroe Gamble Author and (Retired) BroadcasterVoting
Mr. Michael Gardner Baytree Capital AssociatesVoting
Mr. Jack E. Golson LSB IndustriesVoting
Mr. Mo Grotjohn The Meinders FoundationVoting
Bishop Robert E. Hayes Jr.United Methodist Ministry CenterExofficio
Rev. Katie Hill Bristow First United Methodist ChurchExofficio
Mr. J.R. Homsey Jr.J.R. Homsey and AssociatesVoting
Mr. Gary B. Homsey Homsey Law CenterVoting
Rev. Dr. Rockford Johnson North OKC District of the United Methodist ChurchExofficio
Mr. Chance Johnson Oklahoma City University Student Government AssociationExofficio
Mrs. Ann Johnstone Civic LeaderVoting
Mr. Bill Junk Oklahoma United Methodist FoundationExofficio
Dr. Lou C. Kerr The Kerr FoundationVoting
Ms. Linda Petree Lambert LASSO Corp.Voting
Mrs. Jenee Naifeh Lister Merrill LynchVoting
Dr. Robert E. Long St. Luke's United Methodist ChurchVoting
Mr. Paul McLaughlin Stinson Leonard Street Law FirmVoting
Mr. William C. Mee PRO RealtyVoting
Mr. Herman Meinders The Meinders FoundationVoting
Dr. Ronald J. Norick Norick Investment CompanyVoting
Mr. Richard H. Parry Tom Johnson Investment ManagementVoting
Mr. Marsh M. Pitman Pitman ResourcesVoting
Dr. George R. Randall PhysicianVoting
Mr. John Richels Devon EnergyVoting
Mr. Patrick T. Rooney First National Bank of OklahomaVoting
Mr. Robert J. Ross Inasmuch FoundationVoting
Ms. Meg Salyer Accel FinancialVoting
Dr. William F. Shdeed AttorneyNonVoting
Dr. Jeanne Hoffman Smith Civic LeaderVoting
Rev. B. Craig Stinson Oklahoma Conference of the United Methodist ChurchExofficio
Justice Steven W. Taylor Supreme Court of OklahomaVoting
Dr. Jerry B. Vannatta OU College of MedicineVoting
Rev. George Warren Bartlesville District of the United Methodist ChurchExofficio
Rev. David M. Wilson United Methodist Church - Oklahoma Indian Mission ConferenceExofficio
Standing Committees
Executive
Audit
Finance
Investment
Trusteeship
Strategic Planning / Strategic Direction
Student Affairs
Academic Affairs
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Current Fiscal Year
Fiscal Year July 01, 2015-June 30, 2016
Current Year Budgeted Total Income $58,600,149
Current Year Budgeted Total Expenses $58,451,688
IRS Letter of Determination
Prior Three Years' Financial History
Revenue and ExpensesHelpFinancial data for prior years is entered by foundation staff based on the documents submitted by nonprofit organizations.Foundation staff members enter this information to assure consistency in the presentation of financial data across all organizations.
Fiscal Year201420132012
Total Revenue$86,841,573$89,207,712$68,393,759
Total Expenses$72,592,916$77,760,672$78,291,254
Revenue Less Expenses$14,248,657$11,447,040($9,897,495)
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201420132012
Foundation and
Corporation Contributions
------
Government Contributions$570,514$967,717$1,060,370
Federal------
State------
Local------
Unspecified$570,514$967,717$1,060,370
Individual Contributions$11,801,752$10,790,250$8,690,211
------
$58,300,164$61,244,517$67,256,793
Investment Income, Net of Losses$13,791,540$7,457,786($1,340,771)
Unrealized Gain/Loss$174,665$6,632,210($9,149,405)
Membership Dues------
Special Events------
Revenue In-Kind------
Other$2,202,938$2,115,232$1,876,561
Expense Allocation
Fiscal Year201420132012
Program Expense$53,718,758$56,620,106$57,006,440
Administration Expense$15,970,442$17,668,976$17,789,536
Fundraising Expense$2,903,716$3,471,590$3,495,278
Payments to Affiliates------
Total Revenue/Total Expenses1.201.150.87
Program Expense/Total Expenses74%73%73%
Fundraising Expense/Contributed Revenue23%30%36%
Assets and Liabilities
Fiscal Year201420132012
Total Assets$287,465,330$277,474,691$273,509,565
Current Assets$7,748,218$2,991,650$2,060,280
Long-Term Liabilities$85,955,243$87,217,246$97,035,051
Current Liabilities$5,061,889$8,057,904$5,722,013
Total Net Assets$196,448,198$182,199,541$170,752,501
Solvency
Short Term Solvency
Fiscal Year201420132012
Current Ratio: Current Assets/Current Liabilities1.530.370.36
Long Term Solvency
Fiscal Year201420132012
Long-Term Liabilities/Total Assets30%31%35%
Funding Sources
Top Funding Sources
Fiscal Year201420132012
Top Funding Source & Dollar AmountEarned Revenue $58,300,164Earned Revenue $61,244,517Earned Revenue $67,256,793
Second Highest Funding Source & Dollar AmountInvestment Income $13,791,540Individuals $10,790,250Individuals $8,690,211
Third Highest Funding Source & Dollar AmountIndividuals $11,801,752Investment Income $7,457,786Other $1,876,561
Endowment? Yes
Endowment Spending Policy Percentage
Endowment Spending Policy Percentage (if selected) 5 %
Credit Line? Yes
Reserve Fund? Yes
Capital Campaign
Currently in a Capital Campaign? Yes
Campaign Purpose Growing Forward is a capital campaign to relocate the OCU School of Law to the historic Central High School building in downtown Oklahoma City. http://law.okcu.edu/?page_id=31779
Campaign Dates Oct 2012 to Oct 2019
Amount Raised To Date $14,230,369 as of Jan 2016
Capital Campaign Anticipated in Next Five Years? Yes
Comments on Financials
Foundation Staff Comments
All prior year financial information is from audited financial statements.
Address 2501 N. Blackwelder Avenue
Oklahoma City, OK 73106 1493
Primary Phone 405 208-5000
Contact Email give@okcu.edu
Give to Endowment http://occf.org/ocu/
CEO/Executive Director Robert Henry
Board Chair Mr. Ronald J. Norick
Board Chair Company Affiliation Norick Investments, LLC