SOUTHERN METHODIST UNIVERSITY: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: SOUTHERN METHODIST UNIVERSITY (EIN 75-0800689)
Tax period: 2022-06-01 to 2023-05-31
Filed: 2024-04-12
IRS object ID: 202411039349301961
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-04-12T15:39:01+00:00	ReturnTs
Tax Period End	2023-05-31	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-06-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	750800689	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Southern Methodist University	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SOUT	BusinessNameControlTxt
Phone	2147682004	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3140 DYER ST MS261	AddressLine1Txt
City	Dallas	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	752750261	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Christine Regis	PersonNm
Person Title	VP Business And Finance	PersonTitleTxt
Signature	2024-04-12	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Christine	PersonFirstNm
Person Last	Regis	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	R Gerald Turner	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3140 DYER ST MS261	AddressLine1Txt
City	Dallas	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	752750261	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,405,940,694	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.smu.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1911	FormationYr
Legal Domicile State	TX	LegalDomicileStateCd
Activity Or Mission	The Primary mission of the university is education through research and teaching by creating and imparting knowledge that will shape citizens who contribute to their communities and lead professions in a global society.	ActivityOrMissionDesc
Voting Members Governing Body	42	VotingMembersGoverningBodyCnt
Voting Members Independent	39	VotingMembersIndependentCnt
Total Employee	6351	TotalEmployeeCnt
Total Volunteers	2871	TotalVolunteersCnt
Total Gross UBI	$4,691,189	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$247,852,833	PYContributionsGrantsAmt
CY Contributions Grants	$151,728,503	CYContributionsGrantsAmt
PY Program Service Revenue	$746,416,119	PYProgramServiceRevenueAmt
CY Program Service Revenue	$748,985,506	CYProgramServiceRevenueAmt
PY Investment Income	$142,286,850	PYInvestmentIncomeAmt
CY Investment Income	$128,635,382	CYInvestmentIncomeAmt
PY Other Revenue	$14,873,518	PYOtherRevenueAmt
CY Other Revenue	$11,915,526	CYOtherRevenueAmt
PY Total Revenue	$1,151,429,320	PYTotalRevenueAmt
CY Total Revenue	$1,041,264,917	CYTotalRevenueAmt
PY Grants And Similar Paid	$238,517,648	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$233,107,956	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$352,584,121	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$371,773,934	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$2,129,389	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$2,015,790	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$20,749,700	CYTotalFundraisingExpenseAmt
PY Other Expenses	$246,593,958	PYOtherExpensesAmt
CY Other Expenses	$296,769,947	CYOtherExpensesAmt
PY Total Expenses	$839,825,116	PYTotalExpensesAmt
CY Total Expenses	$903,667,627	CYTotalExpensesAmt
PY Revenues Less Expenses	$311,604,204	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$137,597,290	CYRevenuesLessExpensesAmt
Total Assets BOY	$4,000,720,929	TotalAssetsBOYAmt
Total Assets EOY	$4,211,825,864	TotalAssetsEOYAmt
Total Liabilities BOY	$717,502,278	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$854,148,712	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$3,283,218,651	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$3,357,677,152	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	The primary mission of the University is education through research and teaching by creating and imparting knowledge that will shape citizens who contribute to their communities and lead professions in a global society.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$308,100,389	ExpenseAmt
Grant	$25,686,220	GrantAmt
Revenue	$83,956,233	RevenueAmt
Desc	Auxiliary Activities: This category includes athletic expenditures and services that support educational activities. Services include bookstore, student housing, vending and food administration and independent operations.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$219,120,975	ExpenseAmt
Grant	$224,174,802	GrantAmt
Revenue	$610,545,567	RevenueAmt
Desc	Instructional: Instructional programs include academic instruction and services for undergraduate and graduate students including financial aid in the form of scholarships and fellowships. Student enrollment for Fall Semester 2022 was 12,062 and Spring Semester 2023 was 11,649.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$200,075,999	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$30,921,187	RevenueAmt
Desc	Sponsored Research: Sponsored research includes expenditures for all activities that are part of the University's research program, including activities specifically organized to produce research outcomes, whether commissioned by an agency external to the institution or separately budgeted by an organizational unit within the institution.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$72,805,575	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$23,562,519	RevenueAmt
Desc	Organized Activities: Organized activities make available to the public various resources that exist within the University such as seminars, conferences and camps.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$72,805,575	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$23,562,519	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$800,102,938	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Donor Advised Fund	Yes (true)	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	Yes (true)	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	Yes (true)	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	16743	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	6351	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	UK	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings	false	DAFExcessBusinessHoldingsInd
Taxable Distributions	false	TaxableDistributionsInd
Distribution To Donor	false	DistributionToDonorInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (true)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	42	GoverningBodyVotingMembersCnt
Independent Voting Member	39	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	false	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DE	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GU	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	HI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ID	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	LA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ME	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NE	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ND	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AZ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	RI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TX	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WY	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Mark Greim	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2147682004	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6116 N Central Expressway Ste 1210	AddressLine1Txt
City	Dallas	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	752750261	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (58 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Robert G Turner
President/Trustee	37.5	1.0	Yes (X)	Yes (X)	$1,949,108	$0	$175,625
Alley B Alley
Trustee	1.0	0	Yes (X)		$0	$0	$0
Antoine LV Dijkstra
Trustee	1.0	0	Yes (X)		$0	$0	$0
Antonio O Garza Jr
Trustee	1.0	0	Yes (X)		$0	$0	$0
Bobby B Lyle
Trustee	1.0	0	Yes (X)		$0	$0	$0
Caren H Prothro
Trustee	1.0	0	Yes (X)		$0	$0	$0
Carl Sewell
Trustee	1.0	0	Yes (X)		$0	$0	$0
Clark K Hunt
Trustee	1.0	0	Yes (X)		$0	$0	$0
Connie O'Neill
Trustee	1.0	0	Yes (X)		$0	$0	$0
Cynthia Fierro Harvey
Trustee	1.0	0	Yes (X)		$0	$0	$0
David B Miller
Trustee	1.0	0	Yes (X)		$0	$0	$0
David S Huntley
Trustee	1.0	0	Yes (X)		$0	$0	$0
Douglas Smellage
Trustee	1.0	0	Yes (X)		$0	$0	$0
Frances A Moody-Dahlberg
Trustee	1.0	0	Yes (X)		$0	$0	$0
Frederick B Hegi Jr
Trustee	1.0	0	Yes (X)		$0	$0	$0
Gary T Crum
Trustee	1.0	0	Yes (X)		$0	$0	$0
Gerald J Ford
Trustee	1.0	0	Yes (X)		$0	$0	$0
Jackson Overton
Trustee - Student	1.0	0	Yes (X)		$0	$0	$0
Jeanne L Phillips
Trustee	1.0	0	Yes (X)		$0	$0	$0
Jeanne Tower Cox
Trustee	1.0	0	Yes (X)		$0	$0	$0
Juan Antonio Moreno
Trustee	1.0	0	Yes (X)		$0	$0	$0
Katherine Crow
Trustee	1.0	0	Yes (X)		$0	$0	$0
Kelly H Compton
Trustee	1.0	0	Yes (X)		$0	$0	$0
Laura Welch Bush
Trustee	1.0	0	Yes (X)		$0	$0	$0
Michael Boone
Trustee	1.0	0	Yes (X)		$0	$0	$0
Michael McKee
Trustee	1.0	0	Yes (X)		$0	$0	$0
Paul B Loyd Jr
Trustee	1.0	0	Yes (X)		$0	$0	$0
Paul L Rasmussen
Trustee	1.0	0	Yes (X)		$0	$0	$0
Ray L Hunt
Trustee	1.0	0	Yes (X)		$0	$0	$0
Richard K Templeton
Trustee	1.0	0	Yes (X)		$0	$0	$0
Richard Ware
Trustee	1.0	0	Yes (X)		$0	$0	$0
Richie L Butler
Trustee	1.0	0	Yes (X)		$0	$0	$0
Robert Frank
Trustee - Faculty	37.5	0	Yes (X)		$102,614	$0	$31,681
Robert H Dedman Jr
Trustee	1.0	0	Yes (X)		$0	$0	$0
Royce E Wilson Sr
Trustee	1.0	0	Yes (X)		$0	$0	$0
Ruth S Altshuler
Trustee	1.0	0	Yes (X)		$0	$0	$0
Sarah Perot
Trustee	1.0	0	Yes (X)		$0	$0	$0
Scott J Jones
Trustee	1.0	0	Yes (X)		$0	$0	$0
Scott McLean
Trustee	1.0	0	Yes (X)		$0	$0	$0
Sheron Patterson
Trustee	1.0	0	Yes (X)		$0	$0	$0
Tucker S Bridwell
Trustee	1.0	0	Yes (X)		$0	$0	$0
William Armstrong
Trustee	1.0	0	Yes (X)		$0	$0	$0
Brad Cheves
V.P. for Development, Alumni Relations and Public Affairs	37.5	5.0		Yes (X)	$691,334	$0	$214,881
Christine Regis
V.P. for Business and Finance	37.5	5.0		Yes (X)	$654,119	$0	$125,378
Donna M Morrow
Assistant Secretary	37.5	0		Yes (X)	$106,839	$0	$20,702
Elizabeth Loboa
Provost and Vice President for Academic Affairs	36.5	1.0		Yes (X)	$704,368	$0	$267,523
Harold Stanley
VP Executive Affairs	37.5	3.0		Yes (X)	$427,873	$0	$53,102
Kenechukwu Mmeje
V.P. for Student Affairs	37.5	0		Yes (X)	$388,478	$0	$60,533
Mary Anne Rogers
Assistant Secretary	37.5	0		Yes (X)	$118,888	$0	$27,408
Paul Ward
V.P. for Legal Affairs and Secretary	37.5	6.0		Yes (X)	$624,104	$0	$128,018
Rakesh Dahiya
Chief Investment Officer	37.5	0		Yes (X)	$714,021	$0	$175,952
Matthew Myers
Dean School of Business	37.5	0			$566,524	$0	$176,806	Yes (X)
Thomas DiPiero
Dean College of Humanities & Sciences	37.5	0			$413,490	$0	$43,202	Yes (X)
Rick Hart
Athletic Director	37.5	0			$969,168	$0	$122,490		Yes (X)
Robert Lanier
Head Basketball Coach -Current	37.5	0			$2,655,942	$0	$173,735		Yes (X)
Thomas R Lashlee
Head Football Coach	37.5	0			$2,314,758	$0	$45,882		Yes (X)
Timothy Jankovich
Head Basketball Coach -Retired March 2022	37.5	0			$889,394	$0	$34,770		Yes (X)
William Maxwell
Professor of Finance	37.5	0			$576,746	$0	$99,345		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$14,867,767	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,977,033	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	809	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Rogers O'Brien Construction Company
1901 Regal Row	dallas	TX	75235	Construction	$39,950,643
Aramark Corporation
24818 Network Place	Chicago	IL	60673	Dining	$28,460,213
HC Beck LTD
1601 Elm St	Dallas	TX	75201	Construction	$26,039,317
Siemens Building Technologies Inc
8600 North Royal Lane Ste 100	Irving	TX	75063	Construction	$21,875,495
GCA Services Group of Texas LP
PO Box 676003	dallas	TX	75267	Custodial	$7,557,825

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	302	CntrctRcvdGreaterThan100KCnt
Fundraising	$2,737,681	FundraisingAmt
Government Grants	$158,214	GovernmentGrantsAmt
All Other Contributions	$148,832,608	AllOtherContributionsAmt
Noncash Contributions	$18,778,756	NoncashContributionsAmt
Total Contributions	$151,728,503	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Tuition and Fees	611710	$598,748,415	$598,748,415
Auxiliary Activities	611710	$83,956,233	$83,956,233
Sponsored Research	611710	$30,921,187	$30,921,187
All Other Program Revenue	611710	$11,125,507	$11,125,507
Student Activities	611710	$12,437,012	$12,437,012

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,797,152	TotalRevenueColumnAmt
Related Or Exempt Func Income	$11,797,152	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$748,985,506	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$26,146,744	TotalRevenueColumnAmt
Unrelated Business Revenue	$463,806	UnrelatedBusinessRevenueAmt
Exclusion	$25,682,938	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,150,692	TotalRevenueColumnAmt
Exclusion	$1,150,692	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,717,758	TotalRevenueColumnAmt
Exclusion	$13,717,758	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$22,000	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$22,000	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$22,000	TotalRevenueColumnAmt
Exclusion	$22,000	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$462,047,766	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$360,709,820	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$101,337,946	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$101,337,946	TotalRevenueColumnAmt
Unrelated Business Revenue	$4,227,383	UnrelatedBusinessRevenueAmt
Exclusion	$97,110,563	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$2,116,385	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$2,737,681	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$3,965,957	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$1,849,572	TotalRevenueColumnAmt
Exclusion	-$1,849,572	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	Miscellaneous Revenue	Desc
Business	900099	BusinessCd
Total Revenue Column	$25,340	TotalRevenueColumnAmt
Related Or Exempt Func Income	$25,340	RelatedOrExemptFuncIncomeAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$25,340	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,041,264,917	TotalRevenueColumnAmt
Related Or Exempt Func Income	$749,010,846	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$4,691,189	UnrelatedBusinessRevenueAmt
Exclusion	$135,834,379	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$102,050	TotalAmt
Program Services	$102,050	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$233,005,906	TotalAmt
Program Services	$233,005,906	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$8,550,896	TotalAmt
Program Services	$1,143,847	ProgramServicesAmt
Management And General	$6,617,972	ManagementAndGeneralAmt
Fundraising	$789,077	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$951,359	TotalAmt
Program Services	$951,359	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$283,200,011	TotalAmt
Program Services	$244,685,742	ProgramServicesAmt
Management And General	$29,066,654	ManagementAndGeneralAmt
Fundraising	$9,447,615	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$20,227,932	TotalAmt
Program Services	$17,113,387	ProgramServicesAmt
Management And General	$2,407,586	ManagementAndGeneralAmt
Fundraising	$706,959	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$40,804,484	TotalAmt
Program Services	$34,521,715	ProgramServicesAmt
Management And General	$4,856,667	ManagementAndGeneralAmt
Fundraising	$1,426,102	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$18,039,252	TotalAmt
Program Services	$15,261,703	ProgramServicesAmt
Management And General	$2,147,083	ManagementAndGeneralAmt
Fundraising	$630,466	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$2,172,313	TotalAmt
Program Services	$362,932	ProgramServicesAmt
Management And General	$1,777,861	ManagementAndGeneralAmt
Fundraising	$31,520	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$614,345	TotalAmt
Management And General	$614,345	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$216,000	TotalAmt
Management And General	$216,000	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$2,015,790	TotalAmt
Fundraising	$2,015,790	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$13,923,600	TotalAmt
Management And General	$13,923,600	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$39,771,336	TotalAmt
Program Services	$37,898,813	ProgramServicesAmt
Management And General	$1,021,552	ManagementAndGeneralAmt
Fundraising	$850,971	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$7,792,766	TotalAmt
Program Services	$6,121,785	ProgramServicesAmt
Management And General	$1,333,978	ManagementAndGeneralAmt
Fundraising	$337,003	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$18,519,781	TotalAmt
Program Services	$15,554,190	ProgramServicesAmt
Management And General	$2,069,471	ManagementAndGeneralAmt
Fundraising	$896,120	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$18,017,231	TotalAmt
Program Services	$16,321,000	ProgramServicesAmt
Management And General	$1,563,032	ManagementAndGeneralAmt
Fundraising	$133,199	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$20,553	TotalAmt
Program Services	$5,984	ProgramServicesAmt
Management And General	$14,569	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$41,611,595	TotalAmt
Program Services	$36,959,107	ProgramServicesAmt
Management And General	$4,423,495	ManagementAndGeneralAmt
Fundraising	$228,993	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$17,403,465	TotalAmt
Program Services	$16,855,219	ProgramServicesAmt
Management And General	$220,314	ManagementAndGeneralAmt
Fundraising	$327,932	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,888,600	TotalAmt
Program Services	$1,654,323	ProgramServicesAmt
Management And General	$115,932	ManagementAndGeneralAmt
Fundraising	$118,345	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$18,413,514	TotalAmt
Program Services	$18,413,514	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$52,906,476	TotalAmt
Program Services	$44,300,709	ProgramServicesAmt
Management And General	$8,258,701	ManagementAndGeneralAmt
Fundraising	$347,066	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$6,295,208	TotalAmt
Program Services	$6,294,884	ProgramServicesAmt
Management And General	$913	ManagementAndGeneralAmt
Fundraising	-$589	FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Books and Periodicals	$8,925,858	$8,805,064	$52,938	$67,856
Public Relations	$3,682,929	$2,547,947	$698,983	$435,999
Property Costs	$2,430,449	$2,366,799	$46,784	$16,866

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$42,163,928	TotalAmt
Program Services	$38,854,959	ProgramServicesAmt
Management And General	$1,366,559	ManagementAndGeneralAmt
Fundraising	$1,942,410	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$903,667,627	TotalAmt
Program Services	$800,102,938	ProgramServicesAmt
Management And General	$82,814,989	ManagementAndGeneralAmt
Fundraising	$20,749,700	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$83,341,259	BOYAmt
EOY	$259,011,381	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$137,917,257	BOYAmt
EOY	$92,119,976	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$266,294,295	BOYAmt
EOY	$280,724,050	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$132,326,944	BOYAmt
EOY	$105,140,613	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$1,889,010	BOYAmt
EOY	$1,352,557	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$327,248	BOYAmt
EOY	$439,805	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$28,587,128	BOYAmt
EOY	$12,429,246	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$2,014,626,448	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$708,384,695	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,210,511,659	BOYAmt
EOY	$1,306,241,753	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$440,655,960	BOYAmt
EOY	$533,471,169	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$1,698,838,747	BOYAmt
EOY	$1,611,499,505	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$31,422	BOYAmt
EOY	$9,395,809	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,000,720,929	BOYAmt
EOY	$4,211,825,864	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$131,800,082	BOYAmt
EOY	$149,408,924	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$42,884,070	BOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$365,229,465	BOYAmt
EOY	$349,034,014	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$177,588,661	BOYAmt
EOY	$355,705,774	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$717,502,278	BOYAmt
EOY	$854,148,712	EOYAmt

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$820,970,540	BOYAmt
EOY	$882,246,787	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,462,248,111	BOYAmt
EOY	$2,475,430,365	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,283,218,651	BOYAmt
EOY	$3,357,677,152	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,000,720,929	BOYAmt
EOY	$4,211,825,864	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$137,597,290	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$63,138,789	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$106,642,309	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$198,610,129	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$153,300,569	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$247,852,833	CurrentTaxYearMinus1YearAmt
Current Tax Year	$151,728,503	CurrentTaxYearAmt
Total	$858,134,343	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$106,642,309	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$198,610,129	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$153,300,569	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$247,852,833	CurrentTaxYearMinus1YearAmt
Current Tax Year	$151,728,503	CurrentTaxYearAmt
Total	$858,134,343	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$73,246,184	SubstantialContributorsTotAmt
Public Support Total170	$784,888,159	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$35,447,257	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$27,386,292	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$42,960,920	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$43,015,951	CurrentTaxYearMinus1YearAmt
Current Tax Year	$41,037,194	CurrentTaxYearAmt
Total	$189,847,614	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$270,371	CurrentTaxYearMinus3YearsAmt
Current Tax Year	$2,964,245	CurrentTaxYearAmt
Total	$3,234,616	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$1,051,216,573	TotalSupportAmt
Gross Receipts Rltd Activities	$3,519,505,350	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.7466	PublicSupportCY170Pct
Public Support PY170	0.7375	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt
Affiliated Group Total	$0	AffiliatedGroupTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$216,000	FilingOrganizationsTotalAmt
Affiliated Group Total	$0	AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$216,000	FilingOrganizationsTotalAmt
Affiliated Group Total	$0	AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$799,886,938	FilingOrganizationsTotalAmt
Affiliated Group Total	$0	AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$800,102,938	FilingOrganizationsTotalAmt
Affiliated Group Total	$0	AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt
Affiliated Group Total	$0	AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt
Affiliated Group Total	$0	AffiliatedGroupTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt
Affiliated Group Total	$0	AffiliatedGroupTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt
Affiliated Group Total	$0	AffiliatedGroupTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,000,000	CurrentYearMinus3Amt
Current Year Minus2	$1,000,000	CurrentYearMinus2Amt
Current Year Minus1	$1,000,000	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$120,788	CurrentYearMinus3Amt
Current Year Minus2	$100,000	CurrentYearMinus2Amt
Current Year Minus1	$215,000	CurrentYearMinus1Amt
Current Year	$216,000	CurrentYearAmt
Total	$651,788	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$250,000	CurrentYearMinus3Amt
Current Year Minus2	$250,000	CurrentYearMinus2Amt
Current Year Minus1	$250,000	CurrentYearMinus1Amt
Current Year	$250,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$0	CurrentYearMinus3Amt
Current Year Minus2	$0	CurrentYearMinus2Amt
Current Year Minus1	$0	CurrentYearMinus1Amt
Current Year	$0	CurrentYearAmt
Total	$0	TotalAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Funds And Other Accounts Held	3	FundsAndOtherAccountsHeldCnt
Funds And Other Accounts Contri	$2,250	FundsAndOtherAccountsContriAmt
Funds And Other Accounts Grants	$2,230,677	FundsAndOtherAccountsGrantsAmt
Funds And Other Accounts Vl EOY	$54,570,179	FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (true)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (true)	DisclosedForCharitablePrpsInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$105,320	RevenuesIncludedAmt
Assets Included	$84,395,928	AssetsIncludedAmt

Held Works Art HeldWorksArtGrp

Field	Value	IRS element (for citing)
Revenues Included	$0	RevenuesIncludedAmt
Assets Included	$0	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

Field	Value	IRS element (for citing)
Collection Used Other Purposes	Yes (X)	CollectionUsedOtherPurposesInd
Other Purposes	Educational Programming	OtherPurposesDesc

Field	Value	IRS element (for citing)
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,012,765,650	BeginningYearBalanceAmt
Contributions	$26,662,760	ContributionsAmt
Investment Earnings Or Losses	$71,743,349	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$22,246,642	GrantsOrScholarshipsAmt
Other Expenditures	$64,285,312	OtherExpendituresAmt
Administrative Expenses	$29,001,339	AdministrativeExpensesAmt
End Year Balance	$1,995,638,466	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,037,181,719	BeginningYearBalanceAmt
Contributions	$101,625,935	ContributionsAmt
Investment Earnings Or Losses	-$18,219,861	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$19,301,959	GrantsOrScholarshipsAmt
Other Expenditures	$60,743,993	OtherExpendituresAmt
Administrative Expenses	$27,776,191	AdministrativeExpensesAmt
End Year Balance	$2,012,765,650	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,600,212,798	BeginningYearBalanceAmt
Contributions	$26,888,345	ContributionsAmt
Investment Earnings Or Losses	$502,117,971	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$18,300,853	GrantsOrScholarshipsAmt
Other Expenditures	$51,745,028	OtherExpendituresAmt
Administrative Expenses	$21,991,514	AdministrativeExpensesAmt
End Year Balance	$2,037,181,719	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,607,485,024	BeginningYearBalanceAmt
Contributions	$43,348,622	ContributionsAmt
Investment Earnings Or Losses	$40,355,352	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$17,347,555	GrantsOrScholarshipsAmt
Other Expenditures	$51,262,399	OtherExpendituresAmt
Administrative Expenses	$22,366,246	AdministrativeExpensesAmt
End Year Balance	$1,600,212,798	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,619,232,484	BeginningYearBalanceAmt
Contributions	$30,445,400	ContributionsAmt
Investment Earnings Or Losses	$49,792,405	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$16,130,668	GrantsOrScholarshipsAmt
Other Expenditures	$52,582,322	OtherExpendituresAmt
Administrative Expenses	$23,272,275	AdministrativeExpensesAmt
End Year Balance	$1,607,485,024	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.0508	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.9492	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.0	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (true)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$117,210,488	OtherCostOrOtherBasisAmt
Book Value	$117,210,488	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,562,807,854	OtherCostOrOtherBasisAmt
Depreciation	$541,883,868	DepreciationAmt
Book Value	$1,020,923,986	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$217,005,733	OtherCostOrOtherBasisAmt
Depreciation	$96,088,115	DepreciationAmt
Book Value	$120,917,618	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$117,602,373	OtherCostOrOtherBasisAmt
Depreciation	$70,412,712	DepreciationAmt
Book Value	$47,189,661	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$1,306,241,753	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (10 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Equity Funds With Daily Liquidation	$459,458,065	C
Diversifying Strategies Funds	$397,151,349	C
Private Equity Funds	$610,852,550	C
Mineral Rights	$81,376,758	C
Venture Capital
Partnership Investments- Real Estate
Funds Held in Trust by Others	$10,585,167	F
Fixed Income Funds Without Daily Liquidation	$52,075,616	C
Partnership Investments- Timber
Other Investments

Field	Value	IRS element (for citing)
Total Book Value Securities	$1,611,499,505	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
Taxable Bonds Payable	$309,893,965
US Government Student Loan Advances	$1,336,041
Deposits	$44,475,768

Field	Value	IRS element (for citing)
Total Liability	$355,705,774	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part XIII Part V, Line 4 -Intended Uses for Endowment Funds	In accordance with donor restrictions, endowment funds are used to support scholarships, fellowships and other student aid; faculty and academic program support; technology and library resources as well as facility maintenance.
Schedule D, Part XIII Part III, line 4 - Collections and Relation to Exempt Purpose	The Meadows Museum at Southern Methodist University houses one of the largests and most comprehensive collections of Spanish art outside of Spain. With works dating from the 10th to the 21st century century, the internationally renowned collection presents a broad spectrum of art covering a thousand years of spanish heritage. The museum is a resource of Southern Methodist University that serves a broad and international audience as well as the university community through meaningful exhibitions, publications, workshops and other educational programs, and encourages public participation through a broad-based membership.
Schedule D, Part VII Investments-Other Securities Continued	Description : Other INvestments Book Value: 8 Method: Cost
Schedule D, Part XIII ASC 740 Footnote	The consolidated financial statements for Southern Methodist University and supporting organizations included the following footnote: The University and the controlled corporations referenced in Note 1 have received determination letters from the Internal Revenue Service indicating they are exempt from federal income taxes under Section 501(a) of the Internal Revenue Code of 1986, as amended, as organizations described in Sections 501(c)(3) and are not private foundations under Sections 509(a)(1) and 509(a)(3), as such, contributions to these entities qualify for deduction as charitable contributions. The University and its consolidated entities are exempt from federal income taxes except to the extent they have unrelated business income. In addition, there were no uncertain income tax positions during the reporting periods. Accordingly, no tax liability or tax benefit is required under ASC 740, Income Taxes.
Schedule D, Part V Endowment Market Values	The endowment market values reported in this section do not include pledges receivable which are included for financial statement purposes in compliance with SFAS No. 116. Pledges do not generate income for spending and normally are not included when the University reports endowment fund market value for purposes other than the financial statements and are not included here. The University has elected to report marketable securities, equity method investments, and funds held in trust at fair value for financial statement purposes. The University has not elected to report other assets at fair value for financial statement purposes, and accordingly, neither the unrealized gains and losses in prior years, nor the gains in fiscal year 2022 are reported for financial statement purposes, except if those with losses are determined to be permanent impairments.
Schedule D, Part V, Line 4 Intended uses of endowment funds	In accordance with donor restrictions, endowment funds are used to support scholarships, fellowships and other student aid; faculty and academic program support; technology and library resources as well as facility maintenance.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (true)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (true)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (true)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (true)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (true)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (true)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (true)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	false	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	false	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	false	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	false	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	false	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	false	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	false	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	false	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (true)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	false	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (true)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY	The Southern Methodist University nondiscrimination statement appears on the University's website and in electronic and printed materials, such as the Student Handbook, admission brochures, advertisements, etc. THE POLICY CAN BE ACCESSED DIRECTLY BY CLICKING ON THE WORD "Legal Disclosures" AT THE BOTTOM OF EACH OFFICIAL UNIVERSITY WEBPAGE.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT	The University participates in the Federal Supplemental Educational Opportunity Grant; Federal Work-Study Program, Federal Pell Grant, William D. Ford Federal Direct Loan Program, Texas Tuition Equalization Grant, and Texas College Access Loan Program and received federal and state funding for research grants and contracts.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (21 entries)

RegionRegionTxt	OfficesOfficesCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	EmployeeEmployeeCnt
Central America and the Caribbean	9	Program Services	Research	$1,388
Central America and the Caribbean		Investments		$540,978,984
East Asia and the Pacific		Program Services	Study Abroad	$255,414
East Asia and the Pacific		Program Services	Research	$453,396
Europe (Including Iceland and Greenland)		Program Services	Study Abroad	$3,829,262	4
Europe (Including Iceland and Greenland)		Investments		$21,644,159
Europe (Including Iceland and Greenland)		Program Services	Research, Exhibit, Teaching, Conferences	$1,958,085	4
Middle East and North Africa		Program Services	Research	$15,882
Middle East and North Africa		Program Services	Study Abroad	$30,842
North America (Canada & Mexico only)		Program Services	Research	$117,701
North America (Canada & Mexico only)		Program Services	Study Abroad, Teaching	$342,428
North America (Canada & Mexico only)		Investments		$22,005,870
Russia and Neighboring States		Program Services	Study Abroad	$2,198
South America		Program Services	Research	$39,087
South America		Program Services	Study Abroad	$14,176
South Asia		Program Services	Recruiting	$2,104
Sub-Saharan Africa		Program Services	Research	$13,096
Sub-Saharan Africa		Program Services	Study Abroad	$125,073
South Asia		Program Services	Study Abroad	$94,889
South Asia		Program Services	Research	$2,371
Central America and the Caribbean		Program Services	Study Abroad	$268,259

Field	Value	IRS element (for citing)
Subtotal Offices	9	SubtotalOfficesCnt
Subtotal Employees	8	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	9	TotalOfficeCnt
Total Employee	8	TotalEmployeeCnt
Subtotal Spent	$591,690,976	SubtotalSpentAmt
Continuation Spent	$503,688	ContinuationSpentAmt
Total Spent	$592,194,664	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	Yes (true)	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements	FormAndLineReferenceDesc
Explanation	CENTRAL AMERICA AND THE CARIBBEAN-Accrual,; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual,; SUB-SAHARAN AFRICA-Accrual,	ExplanationTxt

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (true)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
RUFFALO NOEL LEVITZ LLC
1025 KIRKWOOD PARKWAY SW	Cedar Rapids	IA	52404	TELEMARKETING	false	$180,574	$320,490	-$139,916
MARTS & LUNDY INC
1200 WALL STREET WEST	LYNDHURST	NJ	07071	CONSULTING	false		$50,843	-$50,843
PARADIGM FOUR
4780 ASHFORD DUNWOOD RD	ATLANTA	GA	30338	CONSULTING	false		$78,000	-$78,000

Field	Value	IRS element (for citing)
Total Gross Receipts	$180,574	TotalGrossReceiptsAmt
Total Retained By Contractors	$449,333	TotalRetainedByContractorsAmt
Total Net To Organization	-$268,759	TotalNetToOrganizationAmt
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	DE	LicensedStatesCd
Licensed States	DC	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	AL	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	ID	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	IN	LicensedStatesCd
Licensed States	IA	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	LA	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	AK	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	MT	LicensedStatesCd
Licensed States	NE	LicensedStatesCd
Licensed States	NV	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	AZ	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	SD	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	TX	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WV	LicensedStatesCd
Licensed States	WI	LicensedStatesCd
Licensed States	WY	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Tate Lecture Series	Event1Nm
Gross Receipts Event1	$1,980,084	GrossReceiptsEvent1Amt
Charitable Contri Event1	$768,809	CharitableContriEvent1Amt
Gross Revenue Event1	$1,211,275	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$194,568	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$134,804	FoodAndBeverageEvent1Amt
Entertainment Event1	$729,848	EntertainmentEvent1Amt
Other Direct Expenses Event1	$493,358	OtherDirectExpensesEvent1Amt
Event2	Medal of Freedom	Event2Nm
Gross Receipts Event2	$698,500	GrossReceiptsEvent2Amt
Charitable Contri Event2	$684,750	CharitableContriEvent2Amt
Gross Revenue Event2	$13,750	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$1,740	RentFacilityCostsEvent2Amt
Other Direct Expenses Event2	$1,109	OtherDirectExpensesEvent2Amt
Gross Receipts Other Events	$2,175,482	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$1,284,122	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$891,360	GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events	$873	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$199,579	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$689,949	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$1,271,794	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$248,334	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$4,854,066	GrossReceiptsTotalAmt
Charitable Contributions Tot	$2,737,681	CharitableContributionsTotAmt
Gross Revenue Total Events	$2,116,385	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$873	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$395,887	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$824,753	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$2,001,642	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$742,801	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$3,965,956	DirectExpenseSummaryEventsAmt
Net Income Summary	-$1,849,571	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	I AM a Golfer Foundation	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1800 southerland Ave	AddressLine1Txt
City	Dallas	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75216	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	832567899	RecipientEIN
IRC Section	501(c)3	IRCSectionDesc
Cash Grant	$6,500	CashGrantAmt
Purpose Of Grant	EVENT SPONSORSHIP	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	Student Tuition Grants and scholarships	GrantTypeTxt
Cash Grant	$11,041,891	CashGrantAmt
Non Cash Assistance	$221,961,115	NonCashAssistanceAmt
Valuation Method Used	BOOK	ValuationMethodUsedDesc
Non Cash Assistance	SCHOLARSHIPS APPLIED TO STUDENT ACCOUNTS	NonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.	FormAndLineReferenceDesc
Explanation	The University provides financial aid to students to enable them to attend the University. All financial aid recipients are selected on an equal objectively determinable basis with other recipients. That is, all students receiving scholarships and fellowships are judged worthy based on the University's assessment of academic achievement, financial need and other similar standards. A list of recipients of scholarships and fellowships is maintained in the University's Financial Aid Office.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Travel For Companions	Yes (X)	TravelForCompanionsInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	Yes (true)	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Robert G Turner
President/Trustee	$1,072,824	$0	$441,854	$0	$434,430	$0	$155,500	$0	$20,125	$0	$2,124,733	$0	$0	$0
Elizabeth Loboa
Provost and Vice President for Academic Affairs	$606,335	$0	$75,000	$0	$23,033	$0	$130,500	$0	$137,023	$0	$971,891	$0	$0	$0
Harold Stanley
VP Executive Affairs	$361,216	$0	$50,000	$0	$16,657	$0	$30,500	$0	$22,602	$0	$480,975	$0	$0	$0
Paul Ward
V.P. for Legal Affairs and Secretary	$530,217	$0	$75,000	$0	$18,887	$0	$105,500	$0	$22,518	$0	$752,122	$0	$0	$0
Kenechukwu Mmeje
V.P. for Student Affairs	$316,300	$0	$56,500	$0	$15,678	$0	$30,500	$0	$30,033	$0	$449,011	$0	$0	$0
Brad Cheves
V.P. for Development, Alumni Relations and Public Affairs	$552,484	$0	$100,000	$0	$38,850	$0	$155,500	$0	$59,381	$0	$906,215	$0	$0	$0
Christine Regis
V.P. for Business and Finance	$564,524	$0	$75,000	$0	$14,595	$0	$105,500	$0	$19,878	$0	$779,497	$0	$0	$0
Rakesh Dahiya
Chief Investment Officer	$550,633	$0	$147,622	$0	$15,766	$0	$30,500	$0	$145,452	$0	$889,973	$0	$0	$0
Matthew Myers
Dean School of Business	$512,227	$0	$26,000	$0	$28,297	$0	$30,500	$0	$146,306	$0	$743,330	$0	$0	$0
Thomas DiPiero
Dean College of Humanities & Sciences	$395,020	$0	$4,900	$0	$13,570	$0	$30,500	$0	$12,702	$0	$456,692	$0	$0	$0
Thomas R Lashlee
Head Football Coach	$447,624	$0	$1,851,000	$0	$16,134	$0	$18,400	$0	$27,482	$0	$2,360,640	$0	$0	$0
William Maxwell
Professor of Finance	$335,385	$0	$237,236	$0	$4,125	$0	$30,500	$0	$68,845	$0	$676,091	$0	$0	$0
Rick Hart
Athletic Director	$767,866	$0	$184,272	$0	$17,029	$0	$30,500	$0	$91,990	$0	$1,091,658	$0	$0	$0
Timothy Jankovich
Head Basketball Coach -Retired March 2022	$205,418	$0	$681,667	$0	$2,309	$0	$20,833	$0	$13,937	$0	$924,164	$0	$0	$0
Robert Lanier
Head Basketball Coach -Current	$374,659	$0	$2,274,331	$0	$6,952	$0	$34,667	$0	$139,068	$0	$2,829,677	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travel	Charter flight travel costs were incurred by Timothy Jankovich. First class/Business Class cost incurred by Robert Gerald Turner, Brad Cheves, Rakesh Dahiya, and Kenechukwu Mmeje. All travel reimbursements were for business purposes and were not considered taxable to the recipient.
Schedule J, Part I, Line 1a Travel for companions	The University's travel policy provides that expenses incurred by spouses are not reimbursable unless the spouse is traveling for a bona fide business purpose and the travel has been approved. Any exceptions to the policy require approval by the appropriate University officer. All spousal travel is processed under the provisions of the Tax Department's Spousal Travel policy which provides for evaluating the taxable component, if any, of the travel and the appropriate tax treatment and reporting. All spousal travel regarding President Turner also requires the review and approval of the Board of Trustees Audit Committee Chair. Appropriate approvals in accordance with policy are required prior to reimbursement. Spousal travel expenses were paid and were reported as taxable compensation for President Turner.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees	There is a policy regarding review/approval of social club dues. The University has established a reporting period of November 1 through October 31 for reporting personal use of a club and calculating the personal portion of dues that should be reported as taxable income. Any personal charges at social clubs are reimbursed to the University when the billing is received, prior to payment. The employees who had personal amounts reported as taxable compensation related to social club dues are R Gerald Turner, Elizabeth Loboa, Brad Cheves, Matthew Myers, Rick Hart and Rhett Lashlee.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	To aid in retaining key employees, a non-qualified retention bonus plan is available to certain officers and key employees. Each year the plan provides dollar amounts, which is a flat annual amount per the participant's employment contract. Vested amounts are paid to participants as regular taxable income. The timing of the vested benefits varies by participant in the plan.
Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization	Compensation contingent upon revenues of Organization. There is one person listed on Form 990, Part VII, who received an incentive compensation. The eligibility for and the amount of payment is determined by two components: A quantitative measure of the performance of the University's Investment Pool against an appropriate benchmark and a qualitative measure based on factors such as risk mitigation, quality of decision making and contributions to advancement of the endowment.
Schedule J, Part I, Line 7 Non-fixed payments	In order to recruit and retain key talent, Southern Methodist University offers short- and long-term incentive plans for certain employees listed in Part VII, Section A, Line 1a. For fiscal year 2023 the incentive plans were targeted in the areas of financial performance, athletic performance, academic excellence, and employee and student satisfaction.
Schedule J, Part II, Column (D)	Tuition waivers granted on the same basis as to any other benefit-eligible employee are reported on Part II column D

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
2007 Southwest Higher Education Authority Inc
A	521442059	845040GD0	2007-02-14	$100,890,740	Advance refund & defease a portion of principal on the 1999A (1/20/99) and 2002 (7/3/2002) Bonds.	false	false	false
2013 Southwest Higher Education Authority Inc
B	521442059	845040JZ8	2013-04-16	$107,014,349	Finance new money projects.	false	false	false
2016 Southwest Higher Education Authority Inc
C	521442059	845040KW3	2016-05-27	$142,977,767	Advance refund & defease a portion of principal on the 2009 (10/1/09) bonds.	false	false	false
2017 Southwest Higher Education UMB Authority Inc
D	521442059	000000000	2017-02-14	$48,860,000	Currently refund a portion of principal on the 2007 (2/14/07) bonds.	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	In Reserve FundInReserveFundAmt	Substantial CompletionSubstantialCompletionYr
A	$74,340,000	$1,723,384	$115,263,154	$0	$0	$922,858	$384,931	$0	$0	$113,955,365	$0	false	Yes (true)	Yes (true)	Yes (true)
B	$0	$0	$107,864,279	$0	$0	$820,534	$0	$0	$107,043,745	$0	$0	false	false	Yes (true)	Yes (true)	$0	2021
C	$22,165,000	$0	$147,634,447		$0	$1,069,687	$0	$0	$26,108,635	$120,456,125	$0	false	Yes (true)	Yes (true)	Yes (true)	$0	2021
D	$26,530,000	$0	$48,860,000	$0	$0	$390,000	$0	$0	$0	$48,470,000	$0	Yes (true)	false	Yes (true)	Yes (true)	$0

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.017	0.017	false	false	Yes (true)
B	false	false	false		false		0.0	0.0	false	false	Yes (true)
C	false	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.007	0.007	false	false	Yes (true)
D	false	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.017	0.017	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd	Term Of GICTermOfGICPct	Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd
(no name)
A	false	false	false	Yes (true)	false	false	false	false	Yes (true)
Deutsche Bank
B	false	false	false	Yes (true)	false	false	Yes (true)	false	Yes (true)	2.75	Yes (true)
(no name)
C	false	false	false	Yes (true)	false	false	false	false	Yes (true)
(no name)
D	false	Yes (true)	false	false	false	false	false	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)
D	Yes (true)

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule K, Part II, Line 3 2007 SOUTHWEST HIGHER EDUCATION Authority Inc.	TOTAL AMOUNT OF BOND PROCEEDS IS DIFFERENT FROM THE BOND ISSUE PRICE REPORTED ON SCHEDULE K, PART I, COLUMN (E) BECAUSE OF THE ADDITION OF INVESTMENT EARNINGS.
Schedule K, Part II, Line 3 2013 SOUTHWEST HIGHER EDUCATION Authority Inc.	TOTAL AMOUNT OF BOND PROCEEDS IS DIFFERENT FROM THE BOND ISSUE PRICE REPORTED ON SCHEDULE K, PART I, COLUMN (E) BECAUSE OF THE ADDITION OF INVESTMENT EARNINGS.
Schedule K, Part II, Line 3 2016 SOUTHWEST HIGHER EDUCATION Authority Inc.	TOTAL AMOUNT OF BOND PROCEEDS IS DIFFERENT FROM THE BOND ISSUE PRICE REPORTED ON SCHEDULE K, PART I, COLUMN (E) BECAUSE OF THE ADDITION OF INVESTMENT EARNINGS.
Schedule K, Part II, Line 3 2017-2 Southwest Higher Education Authority Inc.	TOTAL AMOUNT OF BOND PROCEEDS IS DIFFERENT FROM THE BOND ISSUE PRICE REPORTED ON SCHEDULE K, PART I, COLUMN (E) BECAUSE OF THE ADDITION OF INVESTMENT EARNINGS.
Schedule K, Part IV, Line 2c COLUMN A	Issuer name: 2007 Southwest Higher Education Authority Inc. The calculation for computing no rebate due was performed on 03/23/2022
Schedule K, Part IV, Line 2c COLUMN B	Issuer name: 2013 Southwest Higher Education Authority Inc. The calculation for computing no rebate due was performed on 05/23/2023
Schedule K, Part IV, Line 2c COLUMN C	Issuer name: 2016 Southwest Higher Education Authority Inc. The calculation for computing no rebate due was performed on 05/27/2021

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	2017-2 Southwest Higher Education Authority Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	521442059	BondIssuerEIN
CUSIP	845040MEI	CUSIPNum
Bond Issued	2017-12-20	BondIssuedDt
Issue Price	$108,294,902	IssuePriceAmt
Purpose	Advance refund & defease a portion of principal on the 2010 Bonds	PurposeDesc
Defeased	false	DefeasedInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Pool Financing	false	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$5,570,000	RetiredAmt
Bond Defeased	$0	BondDefeasedAmt
Total Proceeds	$113,773,669	TotalProceedsAmt
In Reserve Fund	$0	InReserveFundAmt
Capitalized Interest	$0	CapitalizedInterestAmt
Refunding Escrow	$0	RefundingEscrowAmt
Issuance Costs From Proceeds	$941,394	IssuanceCostsFromProceedsAmt
Credit Enhancement	$0	CreditEnhancementAmt
Working Capital Expenditures	$0	WorkingCapitalExpendituresAmt
Capital Expenditures	$0	CapitalExpendituresAmt
Other Spent Proceeds	$112,832,275	OtherSpentProceedsAmt
Unspent	$0	UnspentAmt
Refunding Tax Exempt Bonds	false	RefundingTaxExemptBondsInd
Refunding Taxable Bonds	Yes (true)	RefundingTaxableBondsInd
Final Allocation Made	Yes (true)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (true)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	false	OwningBondFinancedPropertyInd
Any Lease Arrangements	false	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	Yes (true)	MgmtContractBondFincdPropInd
Engage Bond Counsel Contracts	Yes (true)	EngageBondCounselContractsInd
Any Research Agreements	Yes (true)	AnyResearchAgreementsInd
Engage Bond Counsel Research	Yes (true)	EngageBondCounselResearchInd
Private Bus Use By Others	0.002	PrivateBusUseByOthersPct
Private Bus Concerning UBI	0.0	PrivateBusConcerningUBIPct
Total Private Business Use	0.002	TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test	false	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	false	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	Yes (true)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	false	Form8038TFiledInd
Rebate Not Due Yet	Yes (true)	RebateNotDueYetInd
Exception To Rebate	false	ExceptionToRebateInd
No Rebate Due	false	NoRebateDueInd
Variable Rate Issue	false	VariableRateIssueInd
Hedge Identified In Bks And Rec	false	HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC	false	GrossProceedsInvestedInGICInd
Gross Proceeds Invested	false	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (true)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (true)	ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	See Part V	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship With Org	See Part V	RelationshipWithOrgTxt
Cash Grant	$65,892	CashGrantAmt
Type Of Assistance	Merit Scholarship	TypeOfAssistanceTxt
Assistance Purpose	Education	AssistancePurposeTxt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule L, Part III

The amount reported on Part III, Line 1(c) reports the merit scholarships awarded on an objective and non-discriminatory basis based on pre-established criteria and reviewed by a selection committee.

Schedule L, Part III

Per the IRS instructions for schedule l, colleges, universities, and primary and secondary schools are not required to identify interested persons to whom they provided scholarships, fellowships, and similar financial assistance. Instead, these organizations must group each type of financial assistance provided to interested persons in separate lines. For each line, the school is to report in column (c) the type of assistance and aggregate dollar amount of that assistance; columns (a) and (b) are to be left blank.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	3	ContributionCnt
Noncash Contributions Rpt F990	$87,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$18,320	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	174	ContributionCnt
Noncash Contributions Rpt F990	$7,695,900	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Real Estate Other RealEstateOtherGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$8,566,978	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	Equipment	1	$1,450,174	Market value
Yes (X)	Event Expense	13	$174,199	Market value
Yes (X)	Livestock	4	$540,000	Market value
Yes (X)	Furnishings	1	$29,764	Market value
Yes (X)	Event Tickets	921	$136,420	Market value
Yes (X)	Musical Instruments	1	$80,000	Market value

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (true)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule M, Part I, Line 17 Col (d), Real Estate- Other	Consistent with University's practice for valuation of mineral interests for financial statements' presentation.
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions	Third Party Used to Process Noncash Contributions: Southern Methodist University hires external brokers and appraisers as deemed appropriate.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services	(Expenses $ 72,805,575 including grants of $ 0)(Revenue $ 23,562,519) Organized Activities: Organized activities make available to the public various resources that exist within the University such as seminars, conferences and camps.
Form 990, Part VI, Line 18 Form 990 and 990-T Availability	All requests for copies of Form 990 and 990-T are reviewed and processed by the Tax Department of Southern Methodist University. Upon receiving a written request, the University provides a copy of the requested documentation within 30 days from the date of receipt. If the request is made in person, the University provides the copies on the day of the request, unless unusual circumstances prevent this in which case the requested documentation is provided within five days after the date of the request.
Form 990, Part VI, Line 1a Delegate broad authority to a committee	The executive committee consists of the Chair, Vice Chair, immediate past chair, the President, representatives from the University Alumni Association, University Students Association, and the University Faculty Senate, and the chairs of each standing committee of the board of trustees. The executive committee has all the powers of the board of trustees except with regard to matters of policy which must be ratified by the full board of trustees.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons	Jeanne Phillips and Ray Hunt - Business relationship, R. Gerald Turner and Ray Hunt - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing body	The completed Form 990 is provided to the Audit Committee of the Board of Trustees at a regularly scheduled meeting sufficiently in advance of the filing deadline to enable a detailed and conscientious review by the Committee. All questions and concerns of the Audit Committee are addressed by the University and incorporated into the Form 990 as required. The Chair of the Audit Committee reports on this review to the full Board of Trustees at the next regular meeting of the Board of Trustees. The Chair of the Audit Committee instructs the members of the Board on how to access the Form 990 on a secure website and encourages any Trustee with questions to contact the Vice President for Business and Finance.
Form 990, Part VI, Line 12c Conflict of interest policy	Enforcement of Conflicts Policy Pursuant to the SMU Conflict of Interest Policy relating to trustees, members of Board committees, executive officers, and deans, each covered person completes a conflict of interest disclosure form annually. These disclosures are reviewed by a Board of Trustees Conflicts Committee. The Committee reviews the material facts and decides whether such facts give rise to conflicts of interest and, if so, whether such conflicts of interest should be approved or disapproved. With respect to any other SMU employees with authority to sign contracts or who otherwise play a substantive role in the contract approval process for financial and other commercial commitments of the University, each such person must complete a conflict of interest disclosure form annually. These disclosures are reviewed by the General Counsel. Upon review of all material facts, the General Counsel must decide whether such facts give rise to conflicts of interest and, if so, whether such conflicts of interest should be approved or disapproved. The General Counsel provides a written report of all such determinations to the Board Conflicts Committee.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	Compensation Process for Top Official Pursuant to the Compensation Committee Charter adopted by the SMU Board of Trustees - The Compensation Committee of the SMU Board of Trustees consists entirely of outside and independent members of the Board. The Committee makes compensation decisions based upon appropriate comparability data and includes the advice of an independent compensation consultant and contemporaneous documentation of the compensation decisions. The process occurs on an annual basis and was last undertaken in 2022 for FY23. The Compensation Committee has all of the powers of the full Board in matters of compensation of corporate officers; the compensation Committee must report any action taken by the Committee to the Board of Trustees at the Board's next meeting.
Form 990, Part VI, Line 15b Process to establish compensation of other employees	Compensation Process for other officers and key employees Pursuant to the Compensation Committee Charter adopted by the SMU Board of Trustees - The Compensation Committee of the SMU Board of Trustees consists entirely of outside and independent members of the Board. The Committee makes compensation decisions based upon appropriate comparability data and includes the advice of an independent compensation consultant and contemporaneous documentation of the compensation decisions. The process occurs on an annual basis and was last undertaken in 2022 for FY23. The Compensation Committee has all of the powers of the full Board in matters of compensation of corporate officers; the compensation Committee must report any action taken by the Committee to the Board of Trustees at the Board's next meeting.
Form 990, Part VI, Line 19 Required documents available to the public	The organization does not make its governing documents, conflict of interest policy and financial statements available to the public.
Form 990, Part VIII, Line 2f Other Program Service Revenue	- Total Revenue: 11797152, Related or Exempt Function Revenue: 11797152, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Address Line2USAddress/AddressLine2Txt
SMU Golf Foundation
PO Box 750261	Dallas	TX	752750261	465131991	Supporting	TX	501(c)(3)	Type I	SMU	Yes (true)
Peruna Holdings Corporation
PO Box 750261	Dallas	TX	752750261	204039621	Supporting	TX	501(c)(3)	Type I	SMU	Yes (true)
Mustang Mockingbird Properties
PO Box 750261	Dallas	TX	752750261	204216534	Supporting	TX	501(c)(3)	Type I	SMU	Yes (true)
Southern Methodist University Foundation
PO Box 750261	Dallas	TX	752750261	200588905	Supporting	TX	501(c)(3)	Type I	SMU	Yes (true)
SMU Corp
PO Box 750261	Dallas	TX	752750261	264739435	Supporting	TX	501(c)(3)	Type I	SMU	Yes (true)
Peruna East Corporation
PO Box 750261	Dallas	TX	752750261	454611768	Supporting	TX	501(c)(3)	Type I	SMU	Yes (true)
Leonard EB Andrews Charitable Trust
3140 Dyer Street	Dallas	TX	752750261	311593732	Supporting	TX	501(c)(3)	Type I	SMU	Yes (true)	MS261

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	EINEIN	OwnershipOwnershipPct
Charitable Remainder Trust (7)
3140 Dyer St	MS261	Dallas	TX	75275	Trust	TX	Southern Methodist University	Trust	Yes (true)
CSBRE Fund LLC
6425 BOAZ LANE		DALLAS	TX	75205	INVESTMENTS	TX	SOUTHERN METHODIST UNIVERSITY	C Corporation	Yes (true)	931902897	1