OKLAHOMA WESLEYAN UNIVERSITY

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1959

Legal Domicile

Principal Officer

DR JAMES DUNN

Phone

9183356200

Tax Period

2024-07-01 to 2025-06-30

OKLAHOMA WESLEYAN UNIVERSITY, founded in 1959, is a mid-sized nonprofit in the Education sector that reported $32.2M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $30.7M left a modest 5% surplus.

Mission

AS A CHRISTIAN UNIVERSITY OF THE WESLEYAN CHURCH, OKLAHOMA WESLEYAN UNIVERSITY MODELS A WAY OF THOUGHT, A WAY OF LIFE, AND A WAY OF FAITH. IT IS A PLACE OF SERIOUS STUDY, HONEST QUESTIONS, AND CRITICAL ENGAGEMENT, ALL IN THE CONTEXT OF A LIBERAL ARTS COMMUNITY THAT HONORS THE PRIMACY OF JESUS CHRIST, THE PRIORITY OF SCRIPTURE, THE PURSUIT OF TRUTH, AND THE PRACTICE OF WISDOM.

Program Service Accomplishments

Program 1

Expenses: $26,665,278 Revenue: $25,806,649

THE UNIVERSITY EDUCATED 788 DEGREE SEEKING STUDENTS IN THE FALL SEMESTER, AND 784 DEGREE SEEKING STUDENTS IN THE SPRING SEMESTER.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,505,037

Program Service Revenue $25,694,620

Investment Income $1,919,339

Other Revenue $90,791

TOTAL REVENUE $32,209,787

Expense Breakdown

Grants Paid $10,447,833

Salaries & Benefits $10,350,935

Fundraising Expenses $160,424

Program Expenses $26,665,278

Other Expenses $9,923,899

TOTAL EXPENSES $30,722,667

Year-over-Year Comparison

	2024	2023	Change
Revenue	$32,209,787	$27,445,773	+0.2%
Expenses	$30,722,667	$29,243,596	+0.1%
Net Income	$1,487,120	$-1,797,823	-1.8%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

495

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$324,917

Total Directors

$224,193

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES DUNN	PRESIDENT	40.00	Officer Director	$176,820	$47,373	$224,193
STEVE BABBY	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT BINGAMAN	TRUSTEE	1.00	Director	$0	$0	$0
YORTON CLARK	TRUSTEE	1.00	Director	$0	$0	$0
MAX COLAW	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN COLAW	TRUSTEE	1.00	Director	$0	$0	$0
ERICA FARMER	TRUSTEE	1.00	Director	$0	$0	$0
MARK FUHR	TRUSTEE	1.00	Director	$0	$0	$0
JEFF GREENWAY	TRUSTEE	1.00	Director	$0	$0	$0
MARLA HOYER	TRUSTEE	1.00	Director	$0	$0	$0
KYLE HUBBARD	TRUSTEE	1.00	Director	$0	$0	$0
KATY KINNAN	TRUSTEE	1.00	Director	$0	$0	$0
WARD KOESER	TRUSTEE	1.00	Director	$0	$0	$0
ABEL LEDEZMA	TRUSTEE	1.00	Director	$0	$0	$0
JORDAN MCFALL	TRUSTEE	1.00	Director	$0	$0	$0
ROGER METCALF	TRUSTEE	1.00	Director	$0	$0	$0
RICH MOORLACH	TRUSTEE	1.00	Director	$0	$0	$0
JAMES OCCHIPINTI	TRUSTEE	1.00	Director	$0	$0	$0
JON OTTEN	TRUSTEE	1.00	Director	$0	$0	$0
JOHN QUINN	TRUSTEE	1.00	Director	$0	$0	$0
ED ROTZ	TRUSTEE	1.00	Director	$0	$0	$0
NATE ROVENSTINE	TRUSTEE	1.00	Director	$0	$0	$0
PETER SALMON	TRUSTEE	1.00	Director	$0	$0	$0
ROGER SKELLY	TRUSTEE	1.00	Director	$0	$0	$0
MIKE SKOR	TRUSTEE	1.00	Director	$0	$0	$0
WES SMITH	TRUSTEE	1.00	Director	$0	$0	$0
PHILL TAGUE	TRUSTEE	1.00	Director	$0	$0	$0
DON WALKER	TRUSTEE	1.00	Director	$0	$0	$0
DOUG WALL	TRUSTEE	1.00	Director	$0	$0	$0
KATHY WHITE	TRUSTEE	1.00	Director	$0	$0	$0
BILLY WILSON	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL HOOD	CFO	40.00	Officer	$89,625	$11,099	$100,724
KERI BOSTWICK	PROVOST	40.00	Highest	$125,200	$28,951	$154,151
THOMAS LISTER	ASSOCIATE PROVOST	40.00	Highest	$130,965	$33,290	$164,255
KEVIN OSBORN	SENIOR VP, ENROLLMENT MANAGEMENT	40.00	Highest	$129,475	$33,246	$162,721
WENDEL WEAVER	DEAN, SCHOOL OF BUSINESS	40.00	Highest	$111,002	$32,675	$143,677
KYLE WHITE	VP FOR STUDENT AFFAIRS	40.00	Highest	$121,814	$31,676	$153,490

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$32,209,787	$30,722,667	$44,722,325	$1,487,120
2024	$27,445,773	$29,243,596	$41,970,548	$-1,797,823
2023	$27,397,112	$28,674,967	$43,390,427	$-1,277,855
2022	$31,288,107	$28,961,621	$44,361,815	$2,326,486
2021	$28,422,730	$27,970,192	$43,343,629	$452,538