Oklahoma City University
2501 N. Blackwelder Avenue
Oklahoma City OK 73106-1493
Tax Exempt Status Public Supported Charity
Mission Statement Oklahoma City University prepares all learners to Create, Lead, and Serve. We provide a diverse, inclusive culture committed to producing graduates who think critically and innovatively, communicate effectively, and use their knowledge and talents to make a local and global impact. Oklahoma City University is committed to an education that: - Provides students with the skills and confidence to adapt to and excel in a complex and dynamic world - Invests continually in its students, staff, faculty, alumni, and programming to enrich academic and co-curricular offerings - Fosters partnerships within and beyond the university to enrich lifelong learning - Develops informed global citizens ready to engage with their communities and contribute to the world - Develops graduates who are ethical, highly employable professionals - Honors our United Methodist history and tradition of scholarship and service
Contact Information
Contact Name Judy Reyes-Henderson
Contact email give@okcu.edu
Address 2501 N. Blackwelder Avenue
Oklahoma City, OK 73106 1493
Phone (405) 208-7000
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. 
Financial Summary
 
 
Projected Revenue $58,112,551.00
Projected Expenses $57,989,668.00
History and Background
Former Names
NameYear
Epworth University1911
Oklahoma Methodist University1919
Oklahoma City College1924
Year Founded 1904
IRS Ruling Year 1959
State Registration Expiration Sept 2018
Statements
Mission Oklahoma City University prepares all learners to Create, Lead, and Serve. We provide a diverse, inclusive culture committed to producing graduates who think critically and innovatively, communicate effectively, and use their knowledge and talents to make a local and global impact. Oklahoma City University is committed to an education that: - Provides students with the skills and confidence to adapt to and excel in a complex and dynamic world - Invests continually in its students, staff, faculty, alumni, and programming to enrich academic and co-curricular offerings - Fosters partnerships within and beyond the university to enrich lifelong learning - Develops informed global citizens ready to engage with their communities and contribute to the world - Develops graduates who are ethical, highly employable professionals - Honors our United Methodist history and tradition of scholarship and service
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 2,850 students – 1,800 undergraduate, 600 graduate, and 450 law 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 2016-17 academic year was the most successful year in the history of OCU Athletics. The year included four team National Championships, one National Runner-up, and several teams having their most successful year ever. In June 2017, OCU was awarded the Learfield Sports Director’s Cup, recognizing our athletic department as the most successful NAIA department in the country.

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
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 520
Number of Part-time Staff 155
Number of Contract Staff 11
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
Affiliations
AffiliationYear
Greater Oklahoma City Chamber2017
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 Sept 08, 2017
Board of Directors List
NameAffiliationStatus
Ms. Louise Bass Piedmont College Artist in ResidenceVoting
Mrs. Judy Benson Benson Law FirmVoting
Dr. Henry W. Browne Jr Retired, Great Plains Coca-Cola BottlingVoting
Dr. Martha A. Burger No AffiliationVoting
Mr. Phil Busey Delaware Resource GroupVoting
Dr. Emmanuel E. Edem Norman and Edem, PLLCVoting
Ms. Tricia L. Everest Gable GotwalsVoting
Mr. Jason Foreman Chair, OCU Faculty SenateVoting
Dr. Gerald L. Gamble Gerald L. Gamble Co., Inc.Voting
Dr. Jane Jayroe Gamble No AffiliationVoting
Mr. Jack E. Golsen SBL, LLCVoting
Rev. Norma Gravely-Quinn Oklahoma Conference, United Methodist ChurchVoting
Mr. Mo Grotjohn The Meinders FoundationVoting
Mr. Nicholas Harroz IIIMariner Wealth AdvisorsVoting
Mr. Gary B. Homsey Homsey Law CenterVoting
Mr. Michael "Mickey Homsey Michael S. "Mickey" Homsey and AssociatesVoting
Mr. Joe R. "JR Homsey Jr J.R. Homsey and AssociatesVoting
Dr. Rockford Johnson Crossroads District, Oklahoma Conference, United Methodist ChurchVoting
Mrs. Ann Johnstone No AffiliationVoting
Mr. Bill Junk Oklahoma United Methodist Foundation Voting
Dr. Lou C. Kerr The Kerr FoundationVoting
Dr. L. Ann Lacy EmeritaNonVoting
Ms. Linda Lambert LASSO CorporationVoting
Dr. Kurt Leichter EmeritusNonVoting
Mrs. Jenee Naifeh Lister Merrill LynchVoting
Dr. Robert E. Long St. Luke's United Methodist ChurchVoting
Rev. Patricia "Tish A. Malloy Northern Prairie District, Oklahoma Conference, United Methodist ChurchVoting
Mr. Paul E. McLaughlin MLP Holdings, LLCVoting
Mr. William "Bill" C. Mee PRO RealtyVoting
Mr. Herman Meinders The Meinders FoundationVoting
Dr. Ronald "Ron J. Norick Norick Investments, LLCVoting
Bishop James "Jimmy Nunn Oklahoma Episcopal Area of the United Methodist ChurchVoting
Mr. Richard H. Parry Tom Johnson Investment Management, LLCVoting
Mr. Marsh Pitman Plains Management GroupVoting
Dr. George R. Randall Mid-Kansas ENT AssociatesVoting
Mr. Nic Rhodes OCU Student Government AssociationVoting
Dr. John Richels Board Chair, Devon EnergyVoting
Mr. Patrick T. Rooney First National Bank of OklahomaVoting
Mr. Robert J. Ross Inasmuch FoundationVoting
Ms. Margaret "Meg Salyer Accel Financial ServicesVoting
Dr. William "Bill F. Shdeed Emeritus, Shdeed Law FirmVoting
Dr. Jeanne Hoffman Smith Clinical Social WorkVoting
Rev. B. Craig Stinson Oklahoma Conference, United Methodist ChurchVoting
Justice Steven W. Taylor Supreme Court of OklahomaVoting
Rev. Bryan Tener Newkirk First United Methodist ChurchVoting
Dr. Jerry B. Vannatta Retired, OU College of MedicineVoting
General James L. Wade EmeritusNonVoting
Rev. David M. Wilson Oklahoma Indian Missionary Conference, United Methodist ChurchVoting
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, 2017-June 30, 2018
Current Year Budgeted Total Income $58,112,551
Current Year Budgeted Total Expenses $57,989,668
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 Year201620152014
Total Revenue$90,094,492$104,244,315$120,269,515
Total Expenses$102,505,388$104,708,879$106,020,858
Revenue Less Expenses($12,410,896)($464,564)$14,248,657
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 Year201620152014
Contributions$4,976,731$10,676,649$11,661,667
Foundation and
Corporation Contributions
------
Government Contributions$345,323$424,773$571,920
Federal------
State------
Local------
Unspecified$345,323$424,773$571,920
Individual Contributions------
------
$87,704,993$89,593,075$91,469,928
Investment Income, Net of Losses$3,186,471$4,077,245$3,363,405
Unrealized Gain/Loss($7,838,722)($2,596,352)$10,850,170
Membership Dues------
Special Events$203,939$214,711$149,046
Revenue In-Kind------
Other$1,515,757$1,854,214$2,203,379
Expense Allocation
Fiscal Year201620152014
Program Expense$85,617,549$86,744,884$90,932,755
Administration Expense$15,460,825$16,633,647$12,521,516
Fundraising Expense$1,427,014$1,330,348$2,566,587
Payments to Affiliates------
Total Revenue/Total Expenses0.881.001.13
Program Expense/Total Expenses84%83%86%
Fundraising Expense/Contributed Revenue260%208%356%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$275,186,056$283,825,923$287,465,330
Current Assets$3,037,842$6,234,306$7,748,218
Long-Term Liabilities$75,977,549$72,396,351$85,955,243
Current Liabilities$15,635,769$15,445,938$5,061,889
Total Net Assets$183,572,738$195,983,634$196,448,198
Solvency
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities0.190.401.53
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets28%26%30%
Funding Sources
Top Funding Sources
Fiscal Year201620152014
Top Funding Source & Dollar AmountEarned Revenue $87,704,993Earned Revenue $89,593,075Earned Revenue $91,469,928
Second Highest Funding Source & Dollar AmountContributions $4,976,731Contributions $10,676,649Contributions $11,661,667
Third Highest Funding Source & Dollar AmountInvestment Income $3,186,471Investment Income $4,077,245Realized & Unrealized $10,850,170
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 $14,793,366 as of Mar 2017
Capital Campaign Anticipated in Next Five Years? Yes
Comments on Financials
Foundation Staff Comments
All prior year financial information is from the IRS Form 990s.
 
Contributions may include foundations and corporations when the breakout was not available.
 
The financial information presented is obtained from the following sources: IRS Form 990, independent audit reports, financial statements – board approved when available, and supplemental information from the organization. We do not warrant or guarantee the timeliness, errors or inaccuracies. With respect to information regarding financial performance, nothing on this website should be interpreted as a statement or interpretation by OCCF staff.
 
Organizations with a GiveSmartOKC profile are responsible for updating information annually within 45 days following the end of their fiscal year.
Address 2501 N. Blackwelder Avenue
Oklahoma City, OK 73106 1493
Primary Phone 405 208-7000
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