TEXAS WESLEYAN UNIVERSITY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS WESLEYAN UNIVERSITY (EIN 75-0800691)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2024-04-12
- IRS object ID
- 202431039349301403
- 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 D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-12T09:59:33-05:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14241 DALLAS PARKWAY SUITE 1100 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750800691 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Texas Wesleyan University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LETTY VASQUEZ | InCareOfNm |
| Business Name Control | TEXA | BusinessNameControlTxt |
| Phone | 8175316571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Wesleyan St | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY MESSER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9727028262 | PhoneNum |
| Signature | 2024-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EMILY | PersonFirstNm |
| Person Last | MESSER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeanette Verrelli | PreparerPersonNm |
| PTIN | P00742631 | PTIN |
| Phone | 9727028262 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EMILY MESSER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Wesleyan St | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $104,181,408 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TXWES.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1890 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | FOUNDED IN 1890 IN FORT WORTH, TEXAS WESLEYAN UNIVERSITY IS A UNITED METHODIST INSTITUTION WITH A TRADITION IN THE LIBERAL ARTS AND SCIENCES... (CONTINUED ON SCH. O) | ActivityOrMissionDesc |
| Voting Members Governing Body | 43 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 42 | VotingMembersIndependentCnt |
| Total Employee | 794 | TotalEmployeeCnt |
| Total Volunteers | 66 | TotalVolunteersCnt |
| Total Gross UBI | $152,287 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $15,282 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $25,509,134 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,853,966 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $74,417,297 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $78,490,598 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,240,823 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,322,710 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,631,591 | PYOtherRevenueAmt |
| CY Other Revenue | $3,185,868 | CYOtherRevenueAmt |
| PY Total Revenue | $108,798,845 | PYTotalRevenueAmt |
| CY Total Revenue | $98,853,142 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $34,477,472 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $36,535,535 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,989,426 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $30,755,820 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $63,064 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $91,112 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $957,106 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,280,885 | PYOtherExpensesAmt |
| CY Other Expenses | $28,238,811 | CYOtherExpensesAmt |
| PY Total Expenses | $89,810,847 | PYTotalExpensesAmt |
| CY Total Expenses | $95,621,278 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $18,987,998 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,231,864 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $187,144,346 | TotalAssetsBOYAmt |
| Total Assets EOY | $184,254,964 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,478,900 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,269,998 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $163,665,446 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $162,984,966 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TEXAS WESLEYAN UNIVERSITY, GUIDED BY ITS DEEP METHODIST HERITAGE, PROVIDES TRANSFORMATIONAL LEARNING EXPERIENCES AND RESEARCH OPPORTUNITIES TO A DIVERSE GROUP OF STUDENTS TO DEVELOP THEIR FULL POTENTIAL AS INDIVIDUALS AND AS MEMBERS OF THE WORLD COMMUNITY. THE UNIVERSITY'S FACULTY AND STAFF ENGAGE IN SCHOLARSHIP AND RESEARCH THAT INFORMS TEACHING AND ADVANCES KNOWLEDGE AND UNDERSTANDING, AS WELL AS INNOVATIVE TEACHING SKILLS AND DELIVERY MODALITIES TO AFFORD EACH STUDENT WITH INDIVIDUAL ATTENTION TO DEVELOP CRITICAL THINKING, ANALYTICAL REASONING AND CREATIVE PROBLEM-SOLVING SKILLS THROUGH A SMALL COMMUNITY APPROACH THAT ALLOWS TAILORED STUDENT EXPERIENCES IN AND OUTSIDE THE CLASSROOM. WITH A BELIEF THAT A LIBERAL ARTS AND SCIENCES EDUCATION DEVELOPS THE MENTAL AGILITY AND SOCIAL AWARENESS TO ELEVATE SOCIOECONOMIC MOBILITY, THE UNIVERSITY'S FACULTY AND STAFF ARE DEDICATED TO FACILITATING SUCCESS AMONG STUDENTS FROM ALL BACKGROUNDS IN ALL LEVELS OF UNDERGRADUATE, GRADUATE, AND PROFESSIO | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $51,739,485 | ExpenseAmt |
| Grant | $36,427,659 | GrantAmt |
| Revenue | $75,592,962 | RevenueAmt |
| Desc | TEXAS WESLEYAN UNIVERSITY WAS FOUNDED BY THE METHODIST EPISCOPAL CHURCH IN 1890 AND IS THE LONGEST SERVING HIGHER EDUCATION INSTITUTION IN FORT WORTH, LED BY PRESIDENT EMILY MESSER. TEXAS WESLEYAN UNIVERSITY LAUNCHED A NEW STRATEGIC PLAN IN 2021 CALLED ENGAGE 2025. THE NEW STRATEGIC PLAN FOCUSES ON ENGAGE IN LEARNING, ENGAGE IN COMMUNITY AND ENGAGE IN LEADERSHIP. TEXAS WESLEYAN UNIVERSITY OFFERS UNDERGRADUATE DEGREES IN THE SCHOOLS OF ARTS AND SCIENCES, BUSINESS AND EDUCATION. ADDITIONALLY, THE UNIVERSITY OFFERS GRADUATE DEGREES IN THE SCHOOLS OF BUSINESS, EDUCATION AND HEALTH PROFESSIONS. THE UNIVERSITY HAS LAUNCHED SEVERAL ONLINE GRADUATE PROGRAMS WITHIN THE PAST SEVERAL YEARS. THE UNIVERSITY ALSO OFFERS AN HONORS CURRICULUM AND A PRE-HEALTH SCIENCE PROGRAM. ENDOWED FUNDS SUPPORT SCHOLARSHIPS, SPEAKER SERIES AND MANY ACADEMIC PROGRAMS BEYOND THE CLASSROOM. OFFICIAL ENROLLMENT FOR THE FALL 2022 TERM INCLUDE 1,954 UNDERGRADUATE AND 699 GRADUATE AND DOCTORAL STUDENTS FOR A TOTAL ENROLLMENT OF 2,653. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $25,869,742 | ExpenseAmt |
| Desc | STUDENT SERVICES AND ACADEMIC SUPPORT: CAREER SERVICES PROVIDES ACADEMIC SUPPORT SERVICES THROUGH PROGRAMMING, CLASSROOM ENGAGEMENT, JOB/INTERN PLACEMENT OPPORTUNITIES, AND INDIVIDUAL COUNSELING APPOINTMENTS. PROGRAMMING INCLUDES EVENTS FOCUSED ON PROFESSIONAL DEVELOPMENT INCLUDING BUSINESS ETIQUETTE, DIGITAL NETWORKING PLATFORMS, INTERVIEW STRATEGIES, AND GRADUATE SCHOOL PREPARATION. PLACEMENT OPPORTUNITIES ARE AVAILABLE THROUGH STUDENT EMPLOYMENT FAIR, GRADUATE SCHOOL FAIR, CAREER FAIR, AND INDIVIDUAL ACADEMIC PROGRAM SHOWCASES SUCH AS COUNSELING GRADUATE STUDENT CAREER FAIR. CAREER SERVICES CONDUCTED 196 CONSULTATIONS IN 2022-2023 ADDRESSING TOPICS SUCH AS GRADUATE SCHOOL, TYPOLOGY ASSESSMENTS, JOB SEARCH, INTERNSHIP COUNSELING, MAJOR ADVISING, MOCK INTERVIEWS, RESUME REVIEWS, AND OTHER CAREER RELATED MATTERS. ORIENTATION AND NEW STUDENT EXPERIENCES COORDINATED 21 ORIENTATION SESSIONS SERVING 836 PROSPECTIVE STUDENTS FOR 2022-2023. THE OFFICe OF THE DEAN OF STUDENTS ADDRESSES MATTERS CONCERNING ALLEGED MISCONDUCT, CRISIS INTERVENTION, AND CONFLICT RESOLUTION. PROACTIVe EDUCATIONAL INITIATIVES INCLUDE PROGRAMMING FOR SEXUAL ASSAULT AWARENESS MONTH, DOMESTIC VIOLENCE AWARENESS MONTH, AND SAFE-ZONE TRAINING IN ADDITION TO PUBLISHING PREVENTION AND RESPONSE, WHICH IS A TITLE IX RESOURCE. THE TITLE IX POLICY AND WEBSITE WERE UPDATED TO REFLECT THE NEW REGULATIONS. THE DIVISION OF STUDENT AFFAIRS PROMOTES NUMEROUS SUPPORT SERVICES INCLUDING STUDENT ORGANIZATIONS, GREEK LIFE, SOCIAL PROGRAMMING, AND SERVICE LEARNINg PROGRAMS. THE MORTON FITNESS CENTER PROVIDES EQUIPMENT AND FACILITIES TO ENCOURAGE WELLNESS AND COMPETITIVE EXCELLENCE INCLUDING WEIGHT TRAINING, CARDIO, AND GROUP FITNESS CLASSES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,841,555 | ExpenseAmt |
| Grant | $107,876 | GrantAmt |
| Revenue | $3,149,707 | RevenueAmt |
| Desc | HOUSING AND RESIDENCE LIFE: THE UNIVERSITY OFFERS TRADITIONAL, SUITE-STYLE, AND APARTMENT STYLE HALLS ON-CAMPUS WITH OVER 500 RESIDENTS IN FALL 2022. RESIDENCE LIFE STAFF FOCUSES ON REGULAR ONE-ON-ONE INTERACTIONS WITH EACH RESIDENT FOCUSED ON BUILDING RELATIONSHIPS, STIMULATING COMMUNITY, AND HELPING EACH RESIDENT FIND SUCCESS AT TEXAS WESLEYAN. RESIDENCE LIFE HOSTS PROGRAMS IN THE RESIDENCE HALLS THAT HELP STUDENTS DEVELOP IN THE AREAS OF HEALTHY LIVING, MULTICULTURAL COMPETENCE, GLOBAL CITIZENSHIP, LEADERSHIP DEVELOPMENT, PROFESSIONAL DEVELOPMENT, AND EDUCATIONAL EXPLORATION. PROGRAMMING IN THE HALLS IS BASED ON CURRENT STUDENT NEEDS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $83,450,782 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | 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 | false | 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 | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 250 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 794 | 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 | false | ForeignFinancialAccountInd |
| 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 |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 43 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 42 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | 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 | Yes (true) | 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 | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | 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 | NY | 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 | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LETTY VASQUEZ | PersonNm |
| Phone | 8175316571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 WESLEYAN ST | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| Frederick G Slabach | |||||||||
| PRESIDENT | 50.0 | 0.0 | Yes (X) | $408,764 | $0 | $44,246 | |||
| PAUL AUSTIN | |||||||||
| PROFESSOR OF NURSE ANESTHESIA | 40.0 | 0.0 | $249,480 | $0 | $8,054 | Yes (X) | |||
| Terri Kane | |||||||||
| Professor of Nurse Anesthesia | 40.0 | 0.0 | $202,063 | $0 | $16,020 | Yes (X) | |||
| Donna Nance | |||||||||
| VP, Finance and Admin | 50.0 | 0.0 | Yes (X) | $182,593 | $0 | $26,168 | |||
| HECTOR QUINTANILLA | |||||||||
| PROVOST/SR VP OF ACAD AFFAIRS | 40.0 | 0.0 | $178,436 | $0 | $27,811 | Yes (X) | |||
| Jerri Schooley | |||||||||
| Vice President of Advancement | 40.0 | 0.0 | $190,374 | $0 | $15,381 | Yes (X) | |||
| Tito Tubog | |||||||||
| Associate Professor of GPNA | 40.0 | 0.0 | $182,673 | $0 | $15,403 | Yes (X) | |||
| RICARDO RODRIGUEZ | |||||||||
| DEAN, SCHOOL OF ARTS & SCIENCE | 40.0 | 0.0 | $172,641 | $0 | $13,154 | Yes (X) | |||
| Brian Koonce | |||||||||
| Assistant Professor of GPNA | 40.0 | 0.0 | $167,886 | $0 | $6,051 | Yes (X) | |||
| Priscila Dilley | |||||||||
| Ldrshp Aca Network SR Office | 40.0 | 0.0 | $165,964 | $0 | $149 | Yes (X) | |||
| VICKIE STEVENS | |||||||||
| Vice-Chairman | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| TIMOTHY K BRUSTER | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| TIM CARTER | |||||||||
| Immediate Past Chairman | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| THOMAS R LOCKE | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ROY CHARLES BROOKS | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| NICK SHOLARS | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MAX M WAYMAN | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Louella Baker Martin | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Mike Lowry | |||||||||
| TRUSTEE End: 12/22 | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| GREG PHILLIPS | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| GLENN O LEWIS | |||||||||
| Chairman | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| David D Parker | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| CLAUDIA STEPP | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| BEVERLY POWELL | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| GARY CUMBIE | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JOHN MADDUX | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Alice Puente | |||||||||
| Secretary | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Anne Street | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Aslam M Khan | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Chris Nettles | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Douglas J Compton | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| James E DuBose | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| James Richard Barajas | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| John Terry O'Halloran | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Karen Burchfield | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Karen Cramer | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Kay Granger | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Kerry Getter | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Kimberly Persley | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Larry Anfin | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Louis E Sturns | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Lowisa Rainwater | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Marc Veasey | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Mark Ma | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Marsha McCarty Hilcher | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Michael Williams | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Paul Dorman | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Richard Roby | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Rick McWhorter | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Rosa L Navejar | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Susan L Coultas | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Susan Lyons | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Vanisha Lunia | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| William Hall | |||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,100,874 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $172,437 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 59 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | 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 |
|---|---|---|---|---|---|
| DYNAMIC CAMPUS SOLUTIONS INC | |||||
| 2806 FLINTROCK TRACE STE A205 | AUSTIN | TX | 78738 | IT SERVICE | $2,699,029 |
| ARAMARK FOOD AND SUPPORT SERVICES | |||||
| 27310 NETWORK PLACE | CHICAGO | IL | 606731273 | FOOD SERVICE | $2,185,634 |
| SERVICE FIRST JANITORIAL LLC | |||||
| 2418 CONVERS ST | DALLAS | TX | 75207 | JANITORIAL | $600,464 |
| SUNSTATES SECURITY LLC | |||||
| 801 CORPORATE CENTER DR STE 110 | RALEIGH | NC | 27607 | SECURITY | $334,581 |
| WRA ARCHITECTS INC | |||||
| 12377 MERIT DR STE 1800 | DALLAS | TX | 75251 | CONSTRUCTION | $321,315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 33 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $568,866 | FundraisingAmt |
| Government Grants | $5,160,260 | GovernmentGrantsAmt |
| All Other Contributions | $8,124,840 | AllOtherContributionsAmt |
| Noncash Contributions | $10,363 | NoncashContributionsAmt |
| Total Contributions | $13,853,966 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and Fees | 611600 | $72,994,585 | $72,994,585 |
| Housing and Meals | 531110 | $4,249,452 | $4,249,452 |
| Bookstore | 451211 | $18,358 | $18,358 |
| Auxiliary | 611710 | $1,228,203 | $1,228,203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $78,490,598 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,317,269 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $152,287 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,164,982 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,699,966 | TotalRevenueColumnAmt |
| Exclusion | $2,699,966 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $323,489 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $19,852 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $303,637 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $303,637 | TotalRevenueColumnAmt |
| Exclusion | $303,637 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,002,561 | SecuritiesAmt |
| Other | $175,211 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,172,331 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $830,230 | SecuritiesAmt |
| Other | $175,211 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,005,441 | TotalRevenueColumnAmt |
| Exclusion | $1,005,441 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $66,277 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $568,866 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $136,083 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$69,806 | TotalRevenueColumnAmt |
| Exclusion | -$69,806 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Forfeited Deposits | 900099 | $250,988 | $250,988 |
| Collection of Bad Debts | 611600 | $1,083 | $1,083 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $252,071 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $98,853,142 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $78,742,669 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $152,287 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,104,220 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,206,535 | TotalAmt |
| Program Services | $31,206,535 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,329,000 | TotalAmt |
| Program Services | $5,329,000 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,259,568 | TotalAmt |
| Program Services | $240,326 | ProgramServicesAmt |
| Management And General | $838,038 | ManagementAndGeneralAmt |
| Fundraising | $181,204 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,779 | TotalAmt |
| Fundraising | $50,779 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,902,658 | TotalAmt |
| Program Services | $21,149,260 | ProgramServicesAmt |
| Management And General | $2,500,989 | ManagementAndGeneralAmt |
| Fundraising | $252,409 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $681,480 | TotalAmt |
| Program Services | $618,669 | ProgramServicesAmt |
| Management And General | $60,378 | ManagementAndGeneralAmt |
| Fundraising | $2,433 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,052,586 | TotalAmt |
| Program Services | $2,737,258 | ProgramServicesAmt |
| Management And General | $299,711 | ManagementAndGeneralAmt |
| Fundraising | $15,617 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,808,749 | TotalAmt |
| Program Services | $1,581,495 | ProgramServicesAmt |
| Management And General | $210,506 | ManagementAndGeneralAmt |
| Fundraising | $16,748 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,959,615 | TotalAmt |
| Program Services | $1,014,804 | ProgramServicesAmt |
| Management And General | $910,597 | ManagementAndGeneralAmt |
| Fundraising | $34,214 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,457 | TotalAmt |
| Management And General | $63,457 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,418 | TotalAmt |
| Management And General | $146,418 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,112 | TotalAmt |
| Fundraising | $91,112 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,759 | TotalAmt |
| Management And General | $72,759 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,758,690 | TotalAmt |
| Program Services | $2,055,156 | ProgramServicesAmt |
| Management And General | $1,634,244 | ManagementAndGeneralAmt |
| Fundraising | $69,290 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,522,959 | TotalAmt |
| Program Services | $788,678 | ProgramServicesAmt |
| Management And General | $707,691 | ManagementAndGeneralAmt |
| Fundraising | $26,590 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,425,330 | TotalAmt |
| Program Services | $1,255,979 | ProgramServicesAmt |
| Management And General | $1,127,006 | ManagementAndGeneralAmt |
| Fundraising | $42,345 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $616,392 | TotalAmt |
| Program Services | $319,204 | ProgramServicesAmt |
| Management And General | $286,426 | ManagementAndGeneralAmt |
| Fundraising | $10,762 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,562,763 | TotalAmt |
| Program Services | $838,545 | ProgramServicesAmt |
| Management And General | $698,159 | ManagementAndGeneralAmt |
| Fundraising | $26,059 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,097,215 | TotalAmt |
| Program Services | $1,997,827 | ProgramServicesAmt |
| Management And General | $87,145 | ManagementAndGeneralAmt |
| Fundraising | $12,243 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,885 | TotalAmt |
| Program Services | $115,788 | ProgramServicesAmt |
| Management And General | $21,692 | ManagementAndGeneralAmt |
| Fundraising | $3,405 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,265 | TotalAmt |
| Program Services | $270,185 | ProgramServicesAmt |
| Management And General | $39,080 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,776,023 | TotalAmt |
| Program Services | $3,576,441 | ProgramServicesAmt |
| Management And General | $199,582 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $932,761 | TotalAmt |
| Program Services | $766,601 | ProgramServicesAmt |
| Management And General | $143,619 | ManagementAndGeneralAmt |
| Fundraising | $22,541 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $1,078,291 | $886,207 | $166,027 | $26,057 |
| Bad Debt | $546,541 | $449,181 | $84,152 | $13,208 |
| SUPPLIES | $2,704,632 | $2,463,524 | $201,933 | $39,175 |
| REPAIRS & MAINTENANCE | $4,524,815 | $3,790,119 | $713,781 | $20,915 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,621,278 | TotalAmt |
| Program Services | $83,450,782 | ProgramServicesAmt |
| Management And General | $11,213,390 | ManagementAndGeneralAmt |
| Fundraising | $957,106 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,147,930 | BOYAmt |
| EOY | $35,492,174 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,576,037 | BOYAmt |
| EOY | $6,545,155 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,154,332 | BOYAmt |
| EOY | $2,379,481 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,249,896 | BOYAmt |
| EOY | $1,325,600 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $128,138,050 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $60,629,639 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,663,472 | BOYAmt |
| EOY | $67,508,411 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,411,229 | BOYAmt |
| EOY | $50,715,874 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,931,218 | BOYAmt |
| EOY | $8,401,584 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,010,232 | BOYAmt |
| EOY | $11,886,685 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,144,346 | BOYAmt |
| EOY | $184,254,964 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,066,999 | BOYAmt |
| EOY | $6,480,208 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,756,888 | BOYAmt |
| EOY | $5,501,157 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,389,201 | BOYAmt |
| EOY | $7,849,106 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,098 | BOYAmt |
| EOY | $23,619 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $571,579 | BOYAmt |
| EOY | $571,579 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $664,135 | BOYAmt |
| EOY | $844,329 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,478,900 | BOYAmt |
| EOY | $21,269,998 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,269,422 | BOYAmt |
| EOY | $82,398,327 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,396,024 | BOYAmt |
| EOY | $80,586,639 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,665,446 | BOYAmt |
| EOY | $162,984,966 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,144,346 | BOYAmt |
| EOY | $184,254,964 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,231,864 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,440,599 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$471,745 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $5,119,655 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,030,313 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,426,257 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,509,134 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,853,966 | CurrentTaxYearAmt |
| Total | $67,939,325 | 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 | $5,119,655 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,030,313 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,426,257 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,509,134 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,853,966 | CurrentTaxYearAmt |
| Total | $67,939,325 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,861,119 | SubstantialContributorsTotAmt |
| Public Support Total170 | $60,078,206 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,140,692 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,571,608 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,857,345 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,942,383 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,188,437 | CurrentTaxYearAmt |
| Total | $25,700,465 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| 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 | $16,282 | CurrentTaxYearAmt |
| Total | $16,282 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $153,735 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $85,282 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $239,017 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $93,895,089 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $352,487,820 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.63984 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63480 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,285,787 | BeginningYearBalanceAmt |
| Contributions | $402,428 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,625,991 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,291,045 | GrantsOrScholarshipsAmt |
| Other Expenditures | $671,876 | OtherExpendituresAmt |
| End Year Balance | $70,099,303 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,607,396 | BeginningYearBalanceAmt |
| Contributions | $2,370,389 | ContributionsAmt |
| Investment Earnings Or Losses | -$663,831 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,213,931 | GrantsOrScholarshipsAmt |
| Other Expenditures | $814,236 | OtherExpendituresAmt |
| End Year Balance | $73,285,787 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,816,546 | BeginningYearBalanceAmt |
| Contributions | $445,491 | ContributionsAmt |
| Investment Earnings Or Losses | $17,267,248 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,162,209 | GrantsOrScholarshipsAmt |
| Other Expenditures | $759,680 | OtherExpendituresAmt |
| End Year Balance | $73,607,396 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,523,431 | BeginningYearBalanceAmt |
| Contributions | $787,253 | ContributionsAmt |
| Investment Earnings Or Losses | -$359,560 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,103,500 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,031,078 | OtherExpendituresAmt |
| End Year Balance | $57,816,546 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,012,024 | BeginningYearBalanceAmt |
| Contributions | $274,386 | ContributionsAmt |
| Investment Earnings Or Losses | -$536,008 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,062,669 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,164,302 | OtherExpendituresAmt |
| End Year Balance | $59,523,431 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.19000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.59000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22000 | 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 | $1,493,612 | OtherCostOrOtherBasisAmt |
| Book Value | $1,493,612 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $90,091,037 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,116,114 | DepreciationAmt |
| Book Value | $52,974,923 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,059,714 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,256,657 | DepreciationAmt |
| Book Value | $3,803,057 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,831,705 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,148,705 | DepreciationAmt |
| Book Value | $3,683,000 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,661,982 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,108,163 | DepreciationAmt |
| Book Value | $5,553,819 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $67,508,411 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Beneficial Interest in Trusts | $11,260,517 |
| ROU Asset | $90,146 |
| INTEREST RATE SWAP AGREEMENT | $536,022 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,886,685 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Finance Lease Liabilities | $628,067 |
| Operating Lease Liabilities | $90,146 |
| Post-Retirement Benefit Obligation | $126,116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $844,329 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $58,596,315 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,440,599 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$36,899,404 | OtherRevenueAmt |
| Revenue Not Reported | -$40,340,003 | RevenueNotReportedAmt |
| Revenue Subtotal | $98,936,318 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $72,759 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$155,935 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$83,176 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $98,853,142 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $59,276,795 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $155,935 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $155,935 | ExpensesNotReportedAmt |
| Expenses Subtotal | $59,120,860 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $72,759 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $36,427,659 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $36,500,418 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $95,621,278 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | INTENDED USE OF ENDOWMENT FUNDS: THE ORIGINAL CORPUS OF ENDOWMENT FUNDS WILL REMAIN UNSPENT. EARNINGS FROM THE INVESTED ENDOWMENT FUNDS ARE UTILIZED FOR SCHOLARSHIPS, SUPPORT OF THE LIBRARIES, AND PROGRAM SUPPORT IN ACCORDANCE WITH ENDOWMENT SPENDING POLICY. |
| SCHEDULE D, PART X, LINE 2 | ASC 740 FOOTNOTE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| SCHEDULE D, PART XI, LINE 2D | RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH RETURN: CHANGE IN BENEFICIAL INTEREST IN TRUSTS $ (471,745) SCHOLARSHIPS (36,427,659) ---------------- TOTAL $ (36,899,404) |
| SCHEDULE D, PART XI, LINE 4B | RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH RETURN: RENTAL EXPENSE $ (19,852) FUNDRAISING (136,083) ---------------- TOTAL $ (155,935) |
| SCHEDULE D, PART XII, LINE 2D | RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH RETURN: RENTAL EXPENSE $ 19,852 FUNDRAISING 136,083 ---------------- TOTAL $ 155,935 |
| SCHEDULE D, PART XII, LINE 4B | RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH RETURN: SCHOLARSHIPS $ 36,427,659 |
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 | HOW THE RACIALLY NONDISCRIMINATORY POLICY IS PUBLICIZED: THE ORGANIZATION'S RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN THE STUDENT HANDBOOK, UNIVERSITY CATALOG, AND THE WEBSITE |
| SCHEDULE E, PART I, LINE 6A | FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT AGENCY: THE ORGANIZATION RECEIVES FEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITIES GRANTS, WORK STUDY, PELL GRANTS, UPWARD BOUND GRANTS, DIRECT STUDENT LOANS AND TEACHER EDUCATION ASSISTANCE GRANTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | $5,651,612 | |
| SUB-SAHARAN AFRICA | PROGRAM SERVICES | $326,504 | GRANTS |
| SOUTH ASIA | PROGRAM SERVICES | $1,649,747 | GRANTS |
| CENTRAL AMERICA AND THE CARIBBEAN | PROGRAM SERVICES | $314,667 | GRANTS |
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | $1,208,336 | GRANTS |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | PROGRAM SERVICES | $935,501 | GRANTS |
| MIDDLE EAST AND NORTH AFRICA | PROGRAM SERVICES | $22,688 | GRANTS |
| NORTH AMERICA | PROGRAM SERVICES | $383,479 | GRANTS |
| SOUTH AMERICA | PROGRAM SERVICES | $488,078 | GRANTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $10,980,612 | SubtotalSpentAmt |
| Total Spent | $10,980,612 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| STUDENT FINANCIAL AID | Sub-Saharan Africa | 39 | $326,504 | ELECTRONIC |
| STUDENT FINANCIAL AID | South Asia | 143 | $1,649,747 | ELECTRONIC |
| STUDENT FINANCIAL AID | Central America and the Caribbean | 26 | $314,667 | ELECTRONIC |
| STUDENT FINANCIAL AID | East Asia and the Pacific | 112 | $1,208,336 | ELECTRONIC |
| STUDENT FINANCIAL AID | Europe (Including Iceland and Greenland) | 87 | $935,501 | ELECTRONIC |
| STUDENT FINANCIAL AID | Middle East and North Africa | 3 | $22,688 | ELECTRONIC |
| STUDENT FINANCIAL AID | North America | 39 | $383,479 | ELECTRONIC |
| STUDENT FINANCIAL AID | South America | 55 | $488,078 | ELECTRONIC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING USE OF GRANT FUNDS: TEXAS WESLEYAN UNIVERSITY'S OFFICE OF FINANCIAL AID ADMINISTERS MULTIPLE GRANTS AND SCHOLARSHIPS. UNIVERSITY SCHOLARSHIPS AND GRANTS ARE ADMINISTERED ACCORDING TO THE POLICIES OF THE OFFICE OF FINANCIAL AID IN SUPPORT OF THE UNIVERSITY'S STRATEGIC PLAN. THE FINANCIAL AID OFFICE USES A NUMBER OF SUPPORTING DOCUMENTS OF VERIFICATION TO DETERMINE A STUDENT'S ELIGIBILITY FOR ALL NEED BASED PROGRAMS. ADDITIONALLY, STUDENTS' ELIGIBILITY IS DETERMINED BASED UPON ACADEMIC QUALIFICATIONS, SPECIAL TALENTS, AND DONOR STIPULATED REQUIREMENTS. POLICIES AND PROCEDURES ENSURE THAT THE DETERMINATION OF AID ELIGIBILITY AND THE SUBSEQUENT DELIVERY OF AID IS DELIVERED IN A FAIR AND EQUITABLE MANNER. | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EAB GLOBAL INC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2445 M Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING CAMPAIGNS | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $78,824 | GrossReceiptsAmt |
| Retained By Contractor | $91,112 | RetainedByContractorAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $78,824 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $91,112 | TotalRetainedByContractorsAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | 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 | 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 | 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 | 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 | BUSINESS HALL O | Event1Nm |
| Gross Receipts Event1 | $274,900 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $244,200 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $30,700 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $622 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $8,856 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $28,883 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $7,055 | OtherDirectExpensesEvent1Amt |
| Event2 | PRESIDENT SLABA | Event2Nm |
| Gross Receipts Event2 | $162,725 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $156,225 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $6,500 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $400 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $1,120 | NonCashPrizesEvent2Amt |
| Food And Beverage Event2 | $9,709 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $4,576 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $197,518 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $168,441 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $29,077 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $200 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $19,419 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $37,996 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $15,658 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,589 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $635,143 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $568,866 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $66,277 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $600 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $21,161 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $46,852 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $54,250 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,220 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $136,083 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$69,806 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT FINANCIAL AID | GrantTypeTxt |
| Recipient | 1568 | RecipientCnt |
| Cash Grant | $31,206,535 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING USE OF GRANT FUNDS: TEXAS WESLEYAN UNIVERSITY'S OFFICE OF FINANCIAL AID ADMINISTERS MULTIPLE GRANTS AND SCHOLARSHIPS. UNIVERSITY SCHOLARSHIPS AND GRANTS ARE ADMINISTERED ACCORDING TO THE POLICIES OF THE OFFICE OF FINANCIAL AID IN SUPPORT OF THE UNIVERSITY'S STRATEGIC PLAN. THE FINANCIAL AID OFFICE USES A NUMBER OF SUPPORTING DOCUMENTS OF VERIFICATION TO DETERMINE A STUDENT'S ELIGIBILITY FOR ALL NEED BASED PROGRAMS. ADDITIONALLY, STUDENTS' ELIGIBILITY IS DETERMINED BASED UPON ACADEMIC QUALIFICATIONS, SPECIAL TALENTS, AND DONOR STIPULATED REQUIREMENTS. POLICIES AND PROCEDURES ENSURE THAT THE DETERMINATION OF AID ELIGIBILITY AND THE SUBSEQUENT DELIVERY OF AID IS DELIVERED IN A FAIR AND EQUITABLE MANNER. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | 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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|---|
| Frederick G Slabach | |||||||
| PRESIDENT | $357,537 | $0 | $51,227 | $10,497 | $33,749 | $453,010 | $0 |
| PAUL AUSTIN | |||||||
| PROFESSOR OF NURSE ANESTHESIA | $249,457 | $0 | $23 | $7,905 | $149 | $257,534 | $0 |
| HECTOR QUINTANILLA | |||||||
| PROVOST/SR VP OF ACAD AFFAIRS | $178,413 | $0 | $23 | $6,162 | $21,649 | $206,247 | $0 |
| RICARDO RODRIGUEZ | |||||||
| DEAN, SCHOOL OF ARTS & SCIENCE | $172,618 | $0 | $23 | $6,074 | $7,080 | $185,795 | $0 |
| Terri Kane | |||||||
| Professor of Nurse Anesthesia | $202,040 | $0 | $23 | $6,505 | $9,515 | $218,083 | $0 |
| Jerri Schooley | |||||||
| Vice President of Advancement | $190,351 | $0 | $23 | $5,844 | $9,537 | $205,755 | $0 |
| Tito Tubog | |||||||
| Associate Professor of GPNA | $182,650 | $0 | $23 | $5,866 | $9,537 | $198,076 | $0 |
| Donna Nance | |||||||
| VP, Finance and Admin | $182,570 | $0 | $23 | $6,163 | $20,005 | $208,761 | $0 |
| Brian Koonce | |||||||
| Assistant Professor of GPNA | $167,863 | $0 | $23 | $5,338 | $713 | $173,937 | $0 |
| Priscila Dilley | |||||||
| Ldrshp Aca Network SR Office | $165,941 | $0 | $23 | $0 | $149 | $166,113 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION OF BENEFITS: THE HOUSING ALLOWANCE IS INCLUDED IN EMPLOYEE FORMS W-2 TAXABLE INCOME (FREDERICK SLABACH) | ExplanationTxt |
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 | WHITNEY CULTURAL EDUCATION FACILITIES FINANCE CORP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 752791247 | BondIssuerEIN |
| CUSIP | XXXXXXXXX | CUSIPNum |
| Bond Issued | 2019-12-18 | BondIssuedDt |
| Issue Price | $9,758,000 | IssuePriceAmt |
| Purpose | REFINANCING THREE ISSUES | 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 | $1,848,085 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $9,758,000 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $9,440,600 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $114,258 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $203,142 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2019 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | 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 | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| 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 |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | false | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | REFINANCED BONDS | FormAndLineReferenceDesc |
| Explanation | PROCEDURES TO MONITOR REQUIREMENTS OF SECTION 148: THE ORGANIZATION RELIES ON ITS INDEPENDENT FINANCIAL ADVISOR TO MONITOR COMPLIANCE WITH THE ARBITRAGE, YIELD RESTRICTION AND REBATE REQUIREMENTS UNDER CODE SECTION 148. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GINA PHILLIPS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SISTER-IN-LAW OF TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $50,779 | TransactionAmt |
| Transaction | SALARIES/WAGES | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, LINE 1A | DELEGATION OF AUTHORITY: IN COMPLIANCE WITH THE UNIVERSITY BYLAWS, AN EXECUTIVE COMMITTEE IS ELECTED BY THE BOARD AND IS ABLE TO EXERCISE ALL THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE UNIVERSITY BETWEEN BOARD MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS TO REVIEW FORM 990: THE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE FORM 990. ONCE PREPARED, THE FORM IS REVIEWED BY UNIVERSITY STAFF. IT IS THEN PROVIDED TO THE TRUSTEES FOR COMMENT PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | PROCESS FOR MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY: ANNUALLY, THE CONFLICT OF INTEREST QUESTIONNAIRE IS DISTRIBUTED TO OFFICERS, TRUSTEES AND KEY EMPLOYEES FOR COMPLETION. THE COMPLETED FORMS ARE REVIEWED AND ANY POTENTIAL CONFLICTS ARE DISCLOSED. AS A PRACTICE, TRUSTEES ARE ASKED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AT EACH BOARD MEETING AND EXECUTIVE COMMITTEE MEETING BASED ON THEIR REVIEW OF THE AGENDA OF EACH MEETING. A TRUSTEE DECLARING A CONFLICT RECUSES HIMSELF/HERSELF FROM CONSIDERATION AND VOTING ON THE CONFLICTED AGENDA ITEM. |
| FORM 990, PART VI, SECTION B, LINE 15A | REVIEW OF TOP MANAGEMENT OFFICIAL COMPENSATION: THE UNIVERSITY USES NATIONAL COMPENSATION SURVEYS TO DETERMINE COMPENSATION OF THE PRESIDENT. COMPENSATION IS THEN APPROVED BY THE UNIVERSITY'S BOARD OF TRUSTEES FOLLOWING RECOMMENDATIONS OF THE EXECUTIVE COMMITTEE. THE REVIEW OF COMPENSATION IS CONDUCTED ANNUALLY BY THE EXECUTIVE COMMITTEE. THE CHAIR OF THE BOARD PRESENTS ANY COMPENSATION DECISION TO THE VICE PRESIDENT OF FINANCE AND ADMINISTRATION. THE REVIEW IS DOCUMENTED IN THE EXECUTIVE COMMITTEE'S MEETING MINUTES AND FILED IN HUMAN RESOURCES. |
| FORM 990, PART VI, SECTION B, LINE 15B | REVIEW OF OTHER OFFICER AND KEY EMPLOYEE COMPENSATION: FOR THE REVIEW OF OTHER KEY EMPLOYEES, THE PRESIDENT IS THE SOLE AUTHORITY UTILIZED FOR DECIDING THE COMPENSATION. THE REVIEWS ARE FILED IN THE PERSONNEL FILE IN HUMAN RESOURCES. THE PRESIDENT USES COMPARISON DATA WITH RESEARCH SUPPLIED BY NATIONAL SOURCES AND SUPPLEMENTED BY HUMAN RESOURCES. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABILITY OF DOCUMENTS: GOVERNING DOCUMENTS, UNIVERSITY POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AS WELL AS THROUGH VARIOUS PUBLIC ACCESS POINTS SUCH AS THE INTEGRATED POST SECONDARY EDUCATION DATA SYSTEM (IPEDS) AND THE TEXAS WESLEYAN UNIVERSITY WEBSITE. |
| FORM 990 PART I, LINE 1 | ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES: (CONT. FROM PAGE 1) WITH PROFESSIONAL AND CAREER PREPARATION. OUR MISSION AT TEXAS WESLEYAN UNIVERSITY IS TO DEVELOP STUDENTS TO THEIR FULL POTENTIAL AS INDIVIDUALS AND AS MEMBERS OF THE WORLD COMMUNITY. THE UNIVERSITY IS COMMITTED TO THE PRINCIPLES THAT EACH STUDENT DESERVES PERSONAL ATTENTION AND THAT ALL MEMBERS OF THE ACADEMIC COMMUNITY MUST HAVE FREEDOM PURSUE INDEPENDENT THOUGHT AND TO EXERCISE INTELLECTUAL CURIOSITY. THE UNIVERSITY ACTIVELY SEEKS AND EMPLOYS FACULTY AND STAFF WITH COMMITMENT AND DEDICATION TO TEACHING, INSPIRING, AND SERVING STUDENTS. TEXAS WESLEYAN UNIVERSITY RECOGNIZES ITS RESPONSIBILITY TO THE COMMUNITY BY PROVIDING LEADERSHIP AND TALENT THROUGH PROGRAMS THAT ENABLE AND ENRICH SOCIETY. THE UNIVERSITY ENDEAVORS TO CREATE A LEARNING ENVIRONMENT WHERE EACH STUDENT IS PROVIDED AN OPPORTUNITY TO PURSUE INDIVIDUAL EXCELLENCE, TO THINK CLEARLY AND CREATIVELY, TO COMMUNICATE EFFECTIVELY, AND TO DEVELOP SPIRITUAL SENSITIVITY, WITH A COMMITMENT TO MORAL DISCRIMINATION AND ACTION, AND WITH A SENSE OF CIVIC RESPONSIBILITY. TEXAS WESLEYAN UNIVERSITY STRIVES TO DEVELOP INFORMED, RESPONSIBLE, AND ARTICULATE CITIZENS. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS: CHANGE IN BENEFICIAL INTEREST IN TRUSTS $(471,745) |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt |
|---|---|---|---|
| CHARITABLE TRUST (6) | |||
| TRUST | TX | NA | TRUST |
| CHARITABLE TRUST (1) | |||
| TRUST | IL | NA | TRUST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |