SOUTHERN METHODIST UNIVERSITY: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: SOUTHERN METHODIST UNIVERSITY (EIN 75-0800689)
Tax period: 2020-06-01 to 2021-05-31
Filed: 2022-04-18
IRS object ID: 202241089349301819
Schema version: 2020v4.0
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	2022-04-18T14:28:53-05:00	ReturnTs
Tax Period End	2021-05-31	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-06-01	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 FINA	PersonTitleTxt
Phone	2147682004	PhoneNum
Signature	2022-04-18	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	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	R GERALD TURNER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 750261	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	752750261	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,534,733,159	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	6059	TotalEmployeeCnt
Total Volunteers	3553	TotalVolunteersCnt
Total Gross UBI	-$7,578,962	TotalGrossUBIAmt
PY Contributions Grants	$198,610,129	PYContributionsGrantsAmt
CY Contributions Grants	$153,300,570	CYContributionsGrantsAmt
PY Program Service Revenue	$669,174,163	PYProgramServiceRevenueAmt
CY Program Service Revenue	$716,792,128	CYProgramServiceRevenueAmt
PY Investment Income	$67,352,949	PYInvestmentIncomeAmt
CY Investment Income	$127,656,733	CYInvestmentIncomeAmt
PY Other Revenue	$5,519,887	PYOtherRevenueAmt
CY Other Revenue	$6,052,118	CYOtherRevenueAmt
PY Total Revenue	$940,657,128	PYTotalRevenueAmt
CY Total Revenue	$1,003,801,549	CYTotalRevenueAmt
PY Grants And Similar Paid	$221,670,173	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$238,132,073	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$345,391,223	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$353,252,776	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$868,455	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$1,205,135	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$18,434,303	CYTotalFundraisingExpenseAmt
PY Other Expenses	$272,186,426	PYOtherExpensesAmt
CY Other Expenses	$217,913,258	CYOtherExpensesAmt
PY Total Expenses	$840,116,277	PYTotalExpensesAmt
CY Total Expenses	$810,503,242	CYTotalExpensesAmt
PY Revenues Less Expenses	$100,540,851	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$193,298,307	CYRevenuesLessExpensesAmt
Total Assets BOY	$3,480,437,552	TotalAssetsBOYAmt
Total Assets EOY	$3,898,903,775	TotalAssetsEOYAmt
Total Liabilities BOY	$899,332,536	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$735,203,529	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,581,105,016	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$3,163,700,246	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	$567,790,656	ExpenseAmt
Grant	$217,282,609	GrantAmt
Revenue	$595,870,377	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 2020 WAS 12,385 AND SPRING SEMESTER 2021 WAS 12,086.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$103,599,421	ExpenseAmt
Grant	$24,154,118	GrantAmt
Revenue	$58,626,512	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 Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$40,259,179	ExpenseAmt
Revenue	$48,318,625	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	$11,358,656	ExpenseAmt
Revenue	$13,976,614	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	$11,358,656	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$13,976,614	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$723,007,912	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
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
IRP Document	15974	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	6059	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
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
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	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	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	ME	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	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	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	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	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	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	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
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	TAX DEPARTMENT	PersonNm
Phone	2147682004	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6116 N CENTRAL EXPRESSWAY STE 203	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	752750261	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (60 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
DANIEL DYKES
ATHLETIC COA	37.50	Yes (X)	$2,668,164	$0	$60,770
TIMOTHY JANKOVICH
BASKETBALL C	37.50	Yes (X)	$2,126,565	$0	$61,052
R GERALD TURNER
PRESIDENT/TR	37.50		$1,485,241	$0	$121,235	Yes (X)	Yes (X)
RICHARD HART
ATHLETICS DI	37.50	Yes (X)	$849,390	$0	$60,600
WILLIAM DILLON
SR ASSOC DEA	37.50	Yes (X)	$658,874	$0	$60,387
BRAD E CHEVES
VP DEVELOPME	37.50		$651,104	$0	$55,577		Yes (X)
RAKESH DAHIYA
TREASURER	37.50		$637,835	$0	$56,375		Yes (X)
CHRISTINE REGIS
VP BUSINESS	37.50		$572,108	$0	$48,835		Yes (X)
PAUL WARD
VP LEGAL AFF	37.50		$535,736	$0	$50,787		Yes (X)
WILLIAM MAXWELL
PROFESSOR OF	37.50	Yes (X)	$542,024	$0	$32,688
MATTHEW MYERS
DEAN	37.50		$497,791	$0	$66,076			Yes (X)
ALBERT NIEMI JR
DEAN	37.50		$499,939	$0	$54,074				Yes (X)
ELIZABETH LOBOA
PROVOST & VP	37.50		$490,613	$0	$41,860		Yes (X)
THOMAS DIPIERO
DEAN	37.50		$398,179	$0	$40,997			Yes (X)
HAROLD STANLEY
VP EXECUTIVE	37.50		$384,000	$0	$50,871		Yes (X)
PETER MOORE
FORMER INTER	37.50		$371,500	$0	$53,426				Yes (X)
KENECHUKWU MMEJE
VP STUDENT A	37.50		$336,420	$0	$52,664		Yes (X)
PAUL W LUDDEN
FORMER PRVTS	37.50		$233,193	$0	$48,342				Yes (X)
AURELIE THIELE
PROFESSOR TR	37.50		$157,197	$0	$25,825	Yes (X)
MARY ANNE ROGERS
ASSIS UNIV S	37.50		$126,265	$0	$26,665		Yes (X)
CHRISTOPHER EARLES
STUDENT TRUS			$2,251	$0	$0	Yes (X)
GERALD B ALLEY
TRUSTEE			$0	$0	$0	Yes (X)
RUTH S ALTSHULER
TRUSTEE			$0	$0	$0	Yes (X)
WILLIAM ARMSTRONG
TRUSTEE			$0	$0	$0	Yes (X)
MICHAEL M BOONE
TRUSTEE			$0	$0	$0	Yes (X)
TUCKER S BRIDWELL
TRUSTEE			$0	$0	$0	Yes (X)
LAURA WELCH BUSH
TRUSTEE			$0	$0	$0	Yes (X)
RICHIE L BUTLER
TRUSTEE			$0	$0	$0	Yes (X)
KELLY H COMPTON
TRUSTEE			$0	$0	$0	Yes (X)
JEANNE TOWER COX
TRUSTEE			$0	$0	$0	Yes (X)
KATHERINE CROW
TRUSTEE			$0	$0	$0	Yes (X)
GARY T CRUM
TRUSTEE			$0	$0	$0	Yes (X)
ANTOINE LV DIJKSTRA
TRUSTEE			$0	$0	$0	Yes (X)
GERALD J FORD
TRUSTEE			$0	$0	$0	Yes (X)
CYNTHIA FIERRO HARVEY
TRUSTEE			$0	$0	$0	Yes (X)
CLARK K HUNT
TRUSTEE			$0	$0	$0	Yes (X)
RAY L HUNT
TRUSTEE			$0	$0	$0	Yes (X)
DAVID S HUNTLEY
TRUSTEE			$0	$0	$0	Yes (X)
SCOTT J JONES
TRUSTEE			$0	$0	$0	Yes (X)
ANTONIO O GARZA JR
TRUSTEE			$0	$0	$0	Yes (X)
FREDERICK B HEGI JR
TRUSTEE			$0	$0	$0	Yes (X)
PAUL B LOYD JR
TRUSTEE			$0	$0	$0	Yes (X)
ROBERT H DEDMAN JR
TRUSTEE			$0	$0	$0	Yes (X)
BOBBY B LYLE
TRUSTEE			$0	$0	$0	Yes (X)
MICHAEL MCKEE
TRUSTEE			$0	$0	$0	Yes (X)
SCOTT MCLEAN
TRUSTEE			$0	$0	$0	Yes (X)
DAVID B MILLER
TRUSTEE			$0	$0	$0	Yes (X)
FRANCES A MOODY-DAHLBERG
TRUSTEE			$0	$0	$0	Yes (X)
JUAN ANTONIO GONZALEZ MORENO
TRUSTEE			$0	$0	$0	Yes (X)
CONNIE O'NEILL
TRUSTEE			$0	$0	$0	Yes (X)
SHERON PATTERSON
TRUSTEE			$0	$0	$0	Yes (X)
SARAH PEROT
TRUSTEE			$0	$0	$0	Yes (X)
JEANNE L PHILLIPS
TRUSTEE			$0	$0	$0	Yes (X)
CAREN H PROTHRO
TRUSTEE			$0	$0	$0	Yes (X)
PAUL L RASMUSSEN
TRUSTEE			$0	$0	$0	Yes (X)
CARL SEWELL
TRUSTEE			$0	$0	$0	Yes (X)
DOUGLAS SMELLAGE
TRUSTEE			$0	$0	$0	Yes (X)
ROYCE E WILSON SR
TRUSTEE			$0	$0	$0	Yes (X)
RICHARD K TEMPLETON
TRUSTEE			$0	$0	$0	Yes (X)
RICHARD WARE
TRUSTEE			$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$14,224,389	TotalReportableCompFromOrgAmt
Total Other Compensation	$1,069,106	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	716	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
SIEMENS BUILDING TECHNOLOGIES INC
8600 NORTH ROYAL LANE STE 100	IRVING	TX	75063	CONSTRUCTION	$20,985,724
ARAMARK CORPORATION
24818 NETWORK PLACE	CHICAGO	IL	60673	DINING	$19,106,668
HILL & WILKINSON CONSTRUCTION GROUP
2703 TELECOM PKWY	RICHARDSON	TX	75082	CONSTRUCTION	$12,125,530
CORE CONSTRUCTION SERVICES OF TEXAS
6320 RESEARCH ROAD STE200	FRISCO	TX	75033	CONSTRUCTION	$11,361,427
TALLY-RIGGINS CONSTRUCTION GROUP LLC
1217 DIGITAL DR STE100	RICHARDSON	TX	75081	CONSTRUCTION	$10,433,632

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	160	CntrctRcvdGreaterThan100KCnt
Fundraising	$1,523,247	FundraisingAmt
Government Grants	$26,403	GovernmentGrantsAmt
All Other Contributions	$151,750,920	AllOtherContributionsAmt
Noncash Contributions	$19,889,212	NoncashContributionsAmt
Total Contributions	$153,300,570	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES	611710	$580,985,277	$580,985,277
AUXILIARY ACTIVITIES	611710	$58,626,512	$58,626,512
SPONSORED RESEARCH	611710	$48,318,625	$48,318,625
ALL OTHER PROGRAM REVENUE	611710	$14,885,100	$14,885,100
OTHER STUDENT FEES	611710	$7,749,869	$7,749,869

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,226,745	TotalRevenueColumnAmt
Related Or Exempt Func Income	$6,226,745	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$716,792,128	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$37,015,920	TotalRevenueColumnAmt
Unrelated Business Revenue	-$7,296,831	UnrelatedBusinessRevenueAmt
Exclusion	$29,719,089	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$543,099	TotalRevenueColumnAmt
Exclusion	$543,099	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,379,901	TotalRevenueColumnAmt
Exclusion	$5,379,901	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

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	$618,667,897	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$528,703,908	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$89,963,989	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$90,097,714	TotalRevenueColumnAmt
Unrelated Business Revenue	-$282,131	UnrelatedBusinessRevenueAmt
Exclusion	$89,815,583	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$1,760,536	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$1,523,247	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$2,227,702	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$467,166	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$1,117,383	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,117,383	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$1,117,383	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,003,801,549	TotalRevenueColumnAmt
Related Or Exempt Func Income	$717,909,511	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$7,578,962	UnrelatedBusinessRevenueAmt
Exclusion	$125,479,672	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$81,800	TotalAmt
Program Services	$81,800	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$238,050,273	TotalAmt
Program Services	$238,050,273	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$7,900,267	TotalAmt
Program Services	$1,020,586	ProgramServicesAmt
Management And General	$5,588,167	ManagementAndGeneralAmt
Fundraising	$1,291,514	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$1,175,227	TotalAmt
Program Services	$950,480	ProgramServicesAmt
Management And General	$224,747	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$270,823,310	TotalAmt
Program Services	$235,288,978	ProgramServicesAmt
Management And General	$26,104,284	ManagementAndGeneralAmt
Fundraising	$9,430,048	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$21,059,542	TotalAmt
Program Services	$17,488,343	ProgramServicesAmt
Management And General	$2,667,141	ManagementAndGeneralAmt
Fundraising	$904,058	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$35,084,962	TotalAmt
Program Services	$29,135,385	ProgramServicesAmt
Management And General	$4,443,427	ManagementAndGeneralAmt
Fundraising	$1,506,150	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$17,209,468	TotalAmt
Program Services	$14,291,151	ProgramServicesAmt
Management And General	$2,179,538	ManagementAndGeneralAmt
Fundraising	$738,779	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$3,943,553	TotalAmt
Program Services	$944,904	ProgramServicesAmt
Management And General	$2,998,649	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$509,669	TotalAmt
Program Services	$21,169	ProgramServicesAmt
Management And General	$488,500	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$100,000	TotalAmt
Management And General	$100,000	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$1,205,135	TotalAmt
Fundraising	$1,205,135	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$10,248,846	TotalAmt
Management And General	$10,248,846	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$29,921,136	TotalAmt
Program Services	$28,797,310	ProgramServicesAmt
Management And General	$577,830	ManagementAndGeneralAmt
Fundraising	$545,996	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$3,197,396	TotalAmt
Program Services	$2,116,421	ProgramServicesAmt
Management And General	$1,026,609	ManagementAndGeneralAmt
Fundraising	$54,366	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$13,559,792	TotalAmt
Program Services	$11,908,098	ProgramServicesAmt
Management And General	$1,059,373	ManagementAndGeneralAmt
Fundraising	$592,321	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$16,123,398	TotalAmt
Program Services	$15,455,239	ProgramServicesAmt
Management And General	$566,550	ManagementAndGeneralAmt
Fundraising	$101,609	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$11,619	TotalAmt
Program Services	$516	ProgramServicesAmt
Management And General	$11,103	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$37,788,009	TotalAmt
Program Services	$34,396,962	ProgramServicesAmt
Management And General	$3,205,928	ManagementAndGeneralAmt
Fundraising	$185,119	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$3,779,423	TotalAmt
Program Services	$3,754,868	ProgramServicesAmt
Management And General	$4,561	ManagementAndGeneralAmt
Fundraising	$19,994	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,009,021	TotalAmt
Program Services	$686,949	ProgramServicesAmt
Management And General	$172,703	ManagementAndGeneralAmt
Fundraising	$149,369	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$15,490,389	TotalAmt
Program Services	$15,490,389	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$47,860,937	TotalAmt
Program Services	$41,631,357	ProgramServicesAmt
Management And General	$5,905,561	ManagementAndGeneralAmt
Fundraising	$324,019	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$4,250,551	TotalAmt
Program Services	$4,250,551	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
ALL OTHER EXPENSES	$14,090,768	$12,622,924	$558,383	$909,461
BOOKS AND PERIODICALS	$9,358,355	$9,262,453	$38,648	$57,254
PUBLIC RELATIONS	$3,790,704	$2,602,857	$780,746	$407,101
PROPERTY COSTS	$2,879,692	$2,757,949	$109,733	$12,010

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$810,503,242	TotalAmt
Program Services	$723,007,912	ProgramServicesAmt
Management And General	$69,061,027	ManagementAndGeneralAmt
Fundraising	$18,434,303	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$89,962,597	BOYAmt
EOY	$65,488,154	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$65,645,733	BOYAmt
EOY	$119,413,176	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$207,082,768	BOYAmt
EOY	$218,649,966	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$120,671,906	BOYAmt
EOY	$127,792,564	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$3,608,926	BOYAmt
EOY	$2,431,120	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$393,052	BOYAmt
EOY	$399,051	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$11,015,756	BOYAmt
EOY	$8,342,294	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,774,825,288	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$606,678,696	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,147,483,572	BOYAmt
EOY	$1,168,146,592	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$523,276,516	BOYAmt
EOY	$417,121,202	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$1,311,265,077	BOYAmt
EOY	$1,770,919,656	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$31,649	BOYAmt
EOY	$200,000	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,480,437,552	BOYAmt
EOY	$3,898,903,775	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$148,230,378	BOYAmt
EOY	$122,402,946	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$55,199,705	BOYAmt
EOY	$46,924,024	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$503,581,071	BOYAmt
EOY	$382,966,316	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$192,321,382	BOYAmt
EOY	$182,910,243	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$899,332,536	BOYAmt
EOY	$735,203,529	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	$677,266,016	BOYAmt
EOY	$772,775,246	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,903,839,000	BOYAmt
EOY	$2,390,925,000	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,581,105,016	BOYAmt
EOY	$3,163,700,246	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,480,437,552	BOYAmt
EOY	$3,898,903,775	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$193,298,307	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$389,296,923	NetUnrlzdGainsLossesInvstAmt
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

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	$78,130,337	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$96,821,224	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$106,642,309	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$198,610,129	CurrentTaxYearMinus1YearAmt
Current Tax Year	$153,300,569	CurrentTaxYearAmt
Total	$633,504,568	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$78,130,337	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$96,821,224	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$106,642,309	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$198,610,129	CurrentTaxYearMinus1YearAmt
Current Tax Year	$153,300,569	CurrentTaxYearAmt
Total	$633,504,568	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$633,504,568	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$30,873,411	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$32,062,893	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$35,447,257	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$27,386,292	CurrentTaxYearMinus1YearAmt
Current Tax Year	$42,960,920	CurrentTaxYearAmt
Total	$168,730,773	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$412,825	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus1 Year	$270,371	CurrentTaxYearMinus1YearAmt
Total	$683,196	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$802,918,537	TotalSupportAmt
Gross Receipts Rltd Activities	$2,662,119,613	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.78900	PublicSupportCY170Pct
Public Support PY170	0.79250	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 Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$100,000	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$100,000	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$810,603,242	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$810,703,242	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

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

Grassroots Nontaxable GrassrootsNontaxableGrp

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

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	$125,956	CurrentYearMinus3Amt
Current Year Minus2	$108,777	CurrentYearMinus2Amt
Current Year Minus1	$120,788	CurrentYearMinus1Amt
Current Year	$100,000	CurrentYearAmt
Total	$455,521	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

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Funds And Other Accounts Held	4	FundsAndOtherAccountsHeldCnt
Funds And Other Accounts Grants	$1,661,651	FundsAndOtherAccountsGrantsAmt
Funds And Other Accounts Vl EOY	$53,738,332	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	$5,269,030	RevenuesIncludedAmt
Assets Included	$77,756,184	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	$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,607,333,154	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	$22,214,376	AdministrativeExpensesAmt
End Year Balance	$1,600,212,798	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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	$1,607,485,023	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,505,303,167	BeginningYearBalanceAmt
Contributions	$34,910,442	ContributionsAmt
Investment Earnings Or Losses	$163,004,119	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$15,590,804	GrantsOrScholarshipsAmt
Other Expenditures	$46,020,912	OtherExpendituresAmt
Administrative Expenses	$22,373,528	AdministrativeExpensesAmt
End Year Balance	$1,619,232,484	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,383,980,715	BeginningYearBalanceAmt
Contributions	$27,950,856	ContributionsAmt
Investment Earnings Or Losses	$176,705,502	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$15,742,626	GrantsOrScholarshipsAmt
Other Expenditures	$45,917,433	OtherExpendituresAmt
Administrative Expenses	$21,673,847	AdministrativeExpensesAmt
End Year Balance	$1,505,303,167	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.04530	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.95470	PrmnntEndowmentBalanceEOYPct
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	$110,046,530	OtherCostOrOtherBasisAmt
Book Value	$110,046,530	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,363,046,013	OtherCostOrOtherBasisAmt
Depreciation	$460,515,192	DepreciationAmt
Book Value	$902,530,821	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$184,201,150	OtherCostOrOtherBasisAmt
Depreciation	$85,785,844	DepreciationAmt
Book Value	$98,415,306	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$117,531,595	OtherCostOrOtherBasisAmt
Depreciation	$60,377,660	DepreciationAmt
Book Value	$57,153,935	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$1,168,146,592	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (10 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
EQUITY FUNDS WITHOUT DAILY LIQUIDITY	$663,169,449	C
DIVERSIFYING STRATEGIES FUNDS	$586,810,765	C
PRIVATE EQUITY FUNDS	$330,334,789	C
MINERAL RIGHTS	$74,570,110	C
VENTURE CAPITAL	$67,674,185	C
PARTNERSHIP INVESTMENTS - REAL EST	$31,502,029	C
FUNDS HELD IN TRUST BY OTHERS	$12,606,547	F
FIXED INCOME FUNDS WITHOUT DAILY LIQ	$4,126,309	C
PARTNERSHIP INVESTMENTS - TIMBER	$125,465	C
OTHER INVESTMENTS	$8	C

Field	Value	IRS element (for citing)
Total Book Value Securities	$1,770,919,656	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
TAXABLE BONDS PAYABLE	$175,680,129
US GOVERNMENT STUDENT LOAN ADVANCES	$5,079,000
DEPOSITS	$2,150,653
	$461

Field	Value	IRS element (for citing)
Total Liability	$182,910,243	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE D, PAGE 2, PART V, LINE 4	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

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, LINE 3	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.
SCHEDULE E, LINE 6	THE UNIVERSITY PARTICIPATES IN THE FEDERAL PERKINS LOAN PROGRAM, 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

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (78 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	OfficesOfficesCnt	EmployeeEmployeeCnt
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	STUDY ABROAD
CENTRAL AMERICA AND THE CARIBBEAN	INVESTMENTS		$439,803,148
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	RECRUITING		9
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	RESEARCH	$116,473
CENTRAL AMERICA AND THE CARIBBEAN	FUNDRAISING	FUNDRAISING
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	CONFERENCE
CENTRAL AMERICA AND THE CARIBBEAN	PROGARAM SERVICES	TEACHING	$645
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	COMPETITION
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	MEETINGS
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	TEACHING/RECRUITING	$45,241
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	RECRUITING	$2,330
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	CONFERENCE	$5,094
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	STUDY ABROAD	$1,975
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	RESEARCH	$690,345
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	EXHIBIT	$38,689
EAST ASIA AND THE PACIFIC	FUNDRAISING	ALUM REL FUNDRAIS	$1,760
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	COMPETITION	$1,259
EUROPE	PROGRAM SERVICES	COMPETITON	$825
EUROPE	FUNDRAISING	ALUMNI REL/FUNDRAIS
EUROPE	PROGRAM SERVICES	STUDENT COMPETITION
EUROPE	PROGRAM SERVICES	PUBLIC RELATIONS
EUROPE	PROGRAM SERVICES	STUDY ABROAD	$1,542,983		4
EUROPE	PROGRAM SERVICES	RECRUITING	$5,754
EUROPE	PROGRAM SERVICES	EXHIBIT PREPARATION	$1,619,277
EUROPE	PROGRAM SERVICES	CONFERENCE	$9,723
EUROPE	INVESTMENTS		$18,482,513
EUROPE	PROGRAM SERVICES	RESEARCH	$28,903		4
EUROPE	PROGRAM SERVICES	LECTURE/PRESENTATION	$1,150
EUROPE	PROGRAM SERVICES	TEACHING	$235,066
EUROPE	PROGRAM SERVICES	MEETING/COLLABORATIO	$598
EUROPE	PROGRAM SERVICES	CONSULTING	$1,975
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	CONFERENCE
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	RECRUITING
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	STUDY ABROAD
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	RESEARCH	$6,825
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	TEACHING	$2,700
MIDDLE EAST AND NORTH AFRICA	FUNDRAISING	ALUMNI REL/FUNDRAIS
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	MEETINS/COLLABORATIO	$1,316
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	COMPETITION
NORTH AMERICA	PROGRAM SERVICES	CONFERENCE	$1,253
NORTH AMERICA	FUNDRAISING	ALUMNI REL/FUNDRAIS
NORTH AMERICA	PROGRAM SERVICES	STUDY ABROAD
NORTH AMERICA	PROGRAM SERVICES	RESEARCH	$164,937
NORTH AMERICA	PROGRAM SERVICES	LECTURE/PRESENTATION	$87,439
NORTH AMERICA	INVESTMENTS		$19,906,552
NORTH AMERICA	PROGRAM SERVICES	RECRUITING	$16,099
NORTH AMERICA	PROGRAM SERVICES	EXHIBIT PREPARATION
NORTH AMERICA	PROGRAM SERVICES	COMPETITION	$464
NORTH AMERICA	PROGRAM SERVICES	MEETINGS/COLLABORATI	$4,059
NORTH AMERICA	PROGRAM SERVICES	PROGRAM DEVELOPMENT
RUSSIA AND THE NEIGHBORING STATES	PROGRAM SERVICES	CONFERENCE	$12
RUSSIA AND THE NEIGHBORING STATES	PROGRAM SERVICES	STUDY ABROAD
RUSSIA AND THE NEIGHBORING STATES	PROGRAM SERVICES	RESEARCH
RUSSIA AND THE NEIGHBORING STATES	PROGRAM SERVICES	TEACHING
RUSSIA AND THE NEIGHBORING STATES	PROGRAM SERVICES	MEETING/COLLABORATIO	$2,794
RUSSIA AND THE NEIGHBORING STATES	PROGRAM SERVICES	RECRUITIMG
SOUTH AMERICA	PROGRAM SERVICES	COMPETITION
SOUTH AMERICA	PROGRAM SERVICES	LECTURE/PRESENTATION
SOUTH AMERICA	PROGRAM SERVICES	STUDY ABROAD
SOUTH AMERICA	PROGRAM SERVICES	RESEARCH
SOUTH AMERICA	PROGRAM SERVICES	RECRUITING
SOUTH AMERICA	PROGRAM SERVICES	EXHIBIT	$7,234
SOUTH AMERICA	FUNDRAISING	ALUMINI REL/FUNDRAIS
SOUTH AMERICA	PROGRAM SERVICES	MEETINGS/COLLABORATI
SOUTH AMERICA	PROGRAM SERVICES	TEACHING	$15,871
SOUTH ASIA	PROGRAM SERVICES	CONFERENCE	$419
SOUTH ASIA	PROGRAM SERVICES	RECRUITING
SOUTH ASIA	PROGRM SERVICES	STUDY ABROAD
SOUTH ASIA	PROGRAM SERVICES	RESEARCH	$189
SOUTH ASIA	FUNDRAISING	ALUMNI REL/FUNDRAISI
SOUTH ASIA	PROGRAM SERVICES	TEACHING	$189
SOUTH ASIA	PROGRAM SERVICES	MEETINGS/COLLABORATI
SUB-SAHARAN AFRICA	PROGRAM SERVICES	CONFERENCE
SUB-SAHARAN AFRICA	PROGRAM SERVICES	RESEARCH	$23,423
SUB-SAHARAN AFRICA	PROGRAM SERVICES	STUDY ABROAD
SUB-SAHARAN AFRICA	FUNDRAISING	ALUMNI REL/FUNDRAISI
SUB-SAHARAN AFRICA	PROGRAM SERVICES	TEACHING
SUB-SAHARAN AFRICA	PROGRAM SERVICES	RECUITING

Field	Value	IRS element (for citing)
Subtotal Offices	9	SubtotalOfficesCnt
Continuation Total Employee	8	ContinuationTotalEmployeeCnt
Total Office	9	TotalOfficeCnt
Total Employee	8	TotalEmployeeCnt
Subtotal Spent	$440,706,959	SubtotalSpentAmt
Continuation Spent	$42,170,542	ContinuationSpentAmt
Total Spent	$482,877,501	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 (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE F, PAGE 1, PART I, LINE 3

CENTRAL AMERICA AND THE CARIBBEAN 0 0 CENTRAL AMERICA AND THE CARIBBEAN 0 439,803,148 CENTRAL AMERICA AND THE CARIBBEAN 0 0 CENTRAL AMERICA AND THE CARIBBEAN 116,473 0 CENTRAL AMERICA AND THE CARIBBEAN 0 0 CENTRAL AMERICA AND THE CARIBBEAN 0 0 CENTRAL AMERICA AND THE CARIBBEAN 645 0 CENTRAL AMERICA AND THE CARIBBEAN 0 0 CENTRAL AMERICA AND THE CARIBBEAN 0 0 EAST ASIA AND THE PACIFIC 45,241 0 EAST ASIA AND THE PACIFIC 2,330 0 EAST ASIA AND THE PACIFIC 5,094 0 EAST ASIA AND THE PACIFIC 1,975 0 EAST ASIA AND THE PACIFIC 690,345 0 EAST ASIA AND THE PACIFIC 38,689 0 EAST ASIA AND THE PACIFIC 1,760 0 EAST ASIA AND THE PACIFIC 1,259 0 EUROPE 825 0 EUROPE 0 0 EUROPE 0 0 EUROPE 0 0 EUROPE 1,542,983 0 EUROPE 5,754 0 EUROPE 1,619,277 0 EUROPE 9,723 0 EUROPE 0 18,482,513 EUROPE 28,903 0 EUROPE 1,150 0 EUROPE 235,066 0 EUROPE 598 0 EUROPE 1,975 0 MIDDLE EAST AND NORTH AFRICA 0 0 MIDDLE EAST AND NORTH AFRICA 0 0 MIDDLE EAST AND NORTH AFRICA 0 0 MIDDLE EAST AND NORTH AFRICA 6,825 0 MIDDLE EAST AND NORTH AFRICA 2,700 0 MIDDLE EAST AND NORTH AFRICA 0 0 MIDDLE EAST AND NORTH AFRICA 1,316 0 MIDDLE EAST AND NORTH AFRICA 0 0 NORTH AMERICA 1,253 0 NORTH AMERICA 0 0 NORTH AMERICA 0 0 NORTH AMERICA 164,937 0 NORTH AMERICA 87,439 0 NORTH AMERICA 0 19,906,552 NORTH AMERICA 16,099 0 NORTH AMERICA 0 0 NORTH AMERICA 464 0 NORTH AMERICA 4,059 0 NORTH AMERICA 0 0 RUSSIA AND THE NEIGHBORING STATES 12 0 RUSSIA AND THE NEIGHBORING STATES 0 0 RUSSIA AND THE NEIGHBORING STATES 0 0 RUSSIA AND THE NEIGHBORING STATES 0 0 RUSSIA AND THE NEIGHBORING STATES 2,794 0 RUSSIA AND THE NEIGHBORING STATES 0 0 SOUTH AMERICA 0 0 SOUTH AMERICA 0 0 SOUTH AMERICA 0 0 SOUTH AMERICA 0 0 SOUTH AMERICA 0 0 SOUTH AMERICA 7,234 0 SOUTH AMERICA 0 0 SOUTH AMERICA 0 0 SOUTH AMERICA 15,871 0 SOUTH ASIA 419 0 SOUTH ASIA 0 0 SOUTH ASIA 0 0 SOUTH ASIA 189 0 SOUTH ASIA 0 0 SOUTH ASIA 189 0 SOUTH ASIA 0 0 SUB-SAHARAN AFRICA 0 0 SUB-SAHARAN AFRICA 23,423 0 SUB-SAHARAN AFRICA 0 0 SUB-SAHARAN AFRICA 0 0 SUB-SAHARAN AFRICA 0 0 SUB-SAHARAN AFRICA 0 0

SCHEDULE F, PAGE 5, PART V

PART I, LINE 3: THE UNIVERSITY ACCOUNTS FOR ALL EXPENDITURES ON AN ACCRUAL BASIS AND MAKES ALL REIMBURSEMENTS UNDER AN ACCOUNTABLE PLAN.

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 (2 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	TELEMARKET	false	$267,491	$450,352	-$182,861
MARTS LUNDY INC
1200 WALL STREET WEST	LYNDHURST	NJ	07071	CONSULTING	false		$40,025	-$40,025

Field	Value	IRS element (for citing)
Total Gross Receipts	$267,491	TotalGrossReceiptsAmt
Total Retained By Contractors	$490,377	TotalRetainedByContractorsAmt
Total Net To Organization	-$222,886	TotalNetToOrganizationAmt
Licensed States	AK	LicensedStatesCd
Licensed States	AL	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	ID	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	LA	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NV	LicensedStatesCd
Licensed States	NY	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	TN	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WI	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	TATE LECTURE SE	Event1Nm
Gross Receipts Event1	$2,036,054	GrossReceiptsEvent1Amt
Charitable Contri Event1	$640,600	CharitableContriEvent1Amt
Gross Revenue Event1	$1,395,454	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$364,699	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$4,075	FoodAndBeverageEvent1Amt
Entertainment Event1	$747,598	EntertainmentEvent1Amt
Other Direct Expenses Event1	$453,670	OtherDirectExpensesEvent1Amt
Event2	MEADOWS ANNUAL	Event2Nm
Gross Receipts Event2	$389,261	GrossReceiptsEvent2Amt
Charitable Contri Event2	$383,516	CharitableContriEvent2Amt
Gross Revenue Event2	$5,745	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$9,040	RentFacilityCostsEvent2Amt
Entertainment Event2	$23,136	EntertainmentEvent2Amt
Other Direct Expenses Event2	$33,724	OtherDirectExpensesEvent2Amt
Other Events Total	5	OtherEventsTotalCnt
Gross Receipts Other Events	$858,468	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$499,131	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$359,337	GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events	-$3,557	NonCashPrizesOtherEventsAmt
Food And Beverage Other Events	$164,910	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$195,708	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$234,699	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$3,283,783	GrossReceiptsTotalAmt
Charitable Contributions Tot	$1,523,247	CharitableContributionsTotAmt
Gross Revenue Total Events	$1,760,536	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	-$3,557	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$373,739	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$168,985	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$966,442	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$722,093	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$2,227,702	DirectExpenseSummaryEventsAmt
Net Income Summary	-$467,166	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
THE DALLAS HOLOCAUST MUSEUMCENTER
211 N RECORD ST STE 100	DALLAS	TX	75202	752113723	501C3	$5,500	EVENT SPONSORSHIP
DALLAS ZOO
650 S RL THORNTON FWY	DALLAS	TX	75203	750964982	501C3	$7,500	PROGRAM SUPPORT
UNITED METHODIST OF ARKANSAS
800 DAISY BATES DR	LITTLE ROCK	AR	72202	710554172	501C3	$15,000	PROGRAM SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	3	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxt	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
STUDENT TUITION GRANTS	$8,783,263	$229,267,010	BOOK	TUITION, FEES,
AND SCHOLARSHIPS				ROOM AND BOARD
				ALLOWANCES

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PAGE 1, PART I, LINE 2	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
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Personal Services	Yes (X)	PersonalServicesInd
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	false	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	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 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
DANIEL DYKES
ATHLETIC COACH	$443,474	$2,200,000	$24,690	$28,500	$32,270	$2,728,934
TIMOTHY JANKOVICH
BASKETBALL COACH	$493,191	$1,615,000	$18,374	$28,500	$32,552	$2,187,617
R GERALD TURNER
PRESIDENT/TRUSTEE	$921,409	$440,271	$123,561	$28,500	$92,735	$1,606,476
RICHARD HART
ATHLETICS DIRECTOR	$687,516	$148,438	$13,436	$28,500	$32,100	$909,990
WILLIAM DILLON
SR ASSOC DEAN BUSINE	$351,292	$303,826	$3,756	$28,500	$31,887	$719,261
BRAD E CHEVES
VP DEVELOPMENT AND E	$496,665	$116,000	$38,439	$28,500	$27,077	$706,681
RAKESH DAHIYA
TREASURER	$447,867	$161,216	$28,752	$28,500	$27,875	$694,210
CHRISTINE REGIS
VP BUSINESS AND FINA	$513,867	$40,000	$18,241	$28,500	$20,335	$620,943
PAUL WARD
VP LEGAL AFFAIRS AND	$460,915	$50,000	$24,821	$28,500	$22,287	$586,523
WILLIAM MAXWELL
PROFESSOR OF FINANCE	$315,861	$212,196	$13,967	$28,500	$4,188	$574,712
MATTHEW MYERS
DEAN	$460,787		$37,004	$28,500	$37,576	$563,867
ALBERT NIEMI JR
DEAN	$396,261	$99,909	$3,769	$28,500	$25,574	$554,013
ELIZABETH LOBOA
PROVOST & VP ACADEMI	$284,512	$150,000	$56,101	$28,500	$13,360	$532,473
THOMAS DIPIERO
DEAN	$381,747		$16,432	$28,500	$12,497	$439,176
HAROLD STANLEY
VP EXECUTIVE AFFAIRS	$332,831	$30,000	$21,169	$28,500	$22,371	$434,871
PETER MOORE
FORMER INTER PROVOST	$342,743	$25,000	$3,757	$28,500	$24,926	$424,926
KENECHUKWU MMEJE
VP STUDENT AFFAIRS	$290,822	$28,250	$17,348	$24,077	$28,587	$389,084
PAUL W LUDDEN
FORMER PRVTS & VP AC	$229,032		$4,161	$23,561	$24,781	$281,535
AURELIE THIELE
PROFESSOR TRUSTEE	$142,618	$12,000	$2,579	$14,622	$11,203	$183,022
MARY ANNE ROGERS
ASSIS UNIV SECRETARY	$111,719	$13,000	$1,546	$11,740	$14,925	$152,930

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE J, PAGE 1, PART I, LINE 1A

CHARTER FLIGHT TRAVEL COSTS WERE INCURRED BY TIMOTHY JANKOVICH AND SONNY DYKES . 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 BRAD CHEVES. THE PRESIDENT WAS REQUIRED, UNDER HIS EMPLOYMENT CONTRACT, TO RESIDE IN THE UNIVERSITY PROVIDED RESIDENCE UNTIL MAY 31ST 2020. THIS REQUIREMENT HAS SINCE BEEN REMOVED FROM HIS CONTRACT. 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 AND MATTHEW MYERS. THE UNIVERSITY PROVIDES SERVICES SUCH AS LANDSCAPING AND RESIDENTIAL REPAIRS AND MAINTENANCE FOR THE PRESIDENT'S RESIDENCE, CONSIDERING THEM NECESSARY AND APPROPRIATE FOR HIS USE OF THE FACILITY FOR BUSINESS FUNCTIONS AS THE RESIDENCE IS A UNIVERSITY OWNED ASSET. THE PERCENTAGE OF THE MAID'S COMPENSATION AND BENEFITS RELATED TO PERSONAL SERVICES WAS REPORTED AS TAXABLE COMPENSATION TO R GERALD TURNER.

SCHEDULE J, PAGE 1, PART I, LINE 5A

PART I, LINE 5A - COMPENSATION CONTINGENT UPON REVENUES OF ORGANIZATION THERE IS ONE PERSON LISTED IN FORM 990, PART VII, WHO RECEIVED AN INCENTIVE COMPENSATION BONUS. THE ELIGIBILITY FOR AND THE AMOUNT OF THE 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 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
A	521442059	845040GD0	2007-02-14	$100,890,740	ADVANCE REFUND PORTION ADVANCE REFUND PORTION OF PRINCIPAL ON THE 1999A (1/20/99) AND 2002 (7/3/2002	false	false	false
2013 SOUTHWEST HIGHER EDUCATION
B	521442059	845040JZ8	2013-04-16	$107,014,349	FINANCE NEW MONEY PROJECTS. FINANCE NEW MONEY PROJECTS.	false	false	false
2016 SOUTHWEST HIGHER EDUCATION
C	521442059	845040KW3	2016-05-27	$142,977,767	ADVANCE REFUND & DEFEASE A PORTION ADVANCE REFUND & DEFEASE A PORTION OF PRINCIPAL ON THE 2009 (10/1	false	false	false
2017 SOUTHWEST HIGHER EDUCATION UMB
D	521442059		2017-02-14	$48,860,000	CURRENTLY REFUND A PORTION OF THE 2007 BONDS. CURRENTLY REFUND A PORTION OF PRINCIPAL ON THE 2007 (2	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Other Spent ProceedsOtherSpentProceedsAmt	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capital ExpendituresCapitalExpendituresAmt	Substantial CompletionSubstantialCompletionYr	Capitalized InterestCapitalizedInterestAmt
A	$74,340,000	$115,262,154	$1,723,384	$922,858	$384,931	$113,955,365	false	Yes (true)	Yes (true)	Yes (true)
B		$107,864,279		$820,533			false	false	false	Yes (true)	$107,043,745	2021
C	$7,630,000	$147,634,447		$1,069,687		$120,456,125	false	Yes (true)	false	Yes (true)	$26,108,635		$3,108
D	$15,585,000	$48,860,000		$390,000		$48,470,000	Yes (true)	false	Yes (true)	Yes (true)

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)	0.01700	0.01700	false	false	Yes (true)
B	false	false	false		false				false	false	Yes (true)
C	false	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.00700	0.00700	false	false	Yes (true)
D	false	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.01700	0.01700	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	Yes (true)	false	Yes (true)	false	false	Yes (true)	false	Yes (true)	2.800000000000	Yes (true)
(no name)
C	false	Yes (true)	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
PURPOSE OF ISSUE DESCRIPTION	2007 SOUTHWEST HIGHER EDUCATION ADVANCE REFUND PORTION ADVANCE REFUND PORTION OF PRINCIPAL ON THE 1999A (1/20/99) AND 2002 (7/3/2002) BONDS.
PURPOSE OF ISSUE DESCRIPTION	2013 SOUTHWEST HIGHER EDUCATION FINANCE NEW MONEY PROJECTS. FINANCE NEW MONEY PROJECTS.
PURPOSE OF ISSUE DESCRIPTION	2016 SOUTHWEST HIGHER EDUCATION ADVANCE REFUND & DEFEASE A PORTION ADVANCE REFUND & DEFEASE A PORTION OF PRINCIPAL ON THE 2009 (10/1/09) BONDS.
PURPOSE OF ISSUE DESCRIPTION	2017 SOUTHWEST HIGHER EDUCATION UMB CURRENTLY REFUND A PORTION OF THE 2007 BONDS. CURRENTLY REFUND A PORTION OF PRINCIPAL ON THE 2007 (2/14/07) BONDS.
DATE REBATE COMPUTATION PERFORMED	2007 SOUTHWEST HIGHER EDUCATION 03/16/17
DATE REBATE COMPUTATION PERFORMED	2013 SOUTHWEST HIGHER EDUCATION 05/17/18
DATE REBATE COMPUTATION PERFORMED	2016 SOUTHWEST HIGHER EDUCATION 05/27/21

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	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
Total Proceeds	$113,773,669	TotalProceedsAmt
Issuance Costs From Proceeds	$941,394	IssuanceCostsFromProceedsAmt
Other Spent Proceeds	$112,832,275	OtherSpentProceedsAmt
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	0.00200	PrivateBusUseByOthersPct
Total Private Business Use	0.00200	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

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PURPOSE OF ISSUE DESCRIPTION	FormAndLineReferenceDesc
Explanation	2017-2 SOUTHWEST HIGHER EDUCATION ADVANCE REFUND & DEFEASE A PORTION OF PRINCIPAL ON THE 2010 BONDS	ExplanationTxt

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)

Cash GrantCashGrantAmt	Type Of AssistanceTypeOfAssistanceTxt	Assistance PurposeAssistancePurposeTxt
$208,123	TUITION WAIVER	EDUCATION
$58,391	MERIT SCHOLARSHIP	EDUCATION

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE L, PART V	FormAndLineReferenceDesc
Explanation	SCHEDULE L, PART III THE AMOUNT REPORTED ON PART III, LINE 1(C) REPORTS TUITION WAIVERS GRANTED ON THE SAME BASIS AS TO ANY OTHER BENEFIT-ELIGIBLE EMPLOYEE. THE AMOUNT REPORTED ON PART III, LINE 2(C) REPORTS THE MERIT SCHOLARSHIPS AWARDED ON AN OBJECTIVE AND NON-DISCRIMINATORY BASIS BASED ON PRE-ESTABLISHED CRITERIA AND REVIEWED BY A SELECTION COMMITTEE.	ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	32	ContributionCnt
Noncash Contributions Rpt F990	$5,227,525	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$41,505	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	175	ContributionCnt
Noncash Contributions Rpt F990	$12,541,078	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	21	ContributionCnt
Noncash Contributions Rpt F990	$640,345	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	EQUIPMENT	4	$2,880	MARKET OR APPRAISAL
Yes (X)	EVENT EXPENSE	1	$52,246	MARKET OR APPRAISAL
Yes (X)	OTHER	14	$1,383,633	SEE PART II

Field	Value	IRS element (for citing)
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, PAGE 1, PART I, LINE 32B

SOUTHERN METHODIST UNIVERSITY HIRES EXTERNAL BROKERS AND APPRAISERS AS DEEMED APPROPRIATE.

SCHEDULE M, PAGE 2, PART II

PART 1, LINE 17, COL (D), REAL ESTATE - OTHER: CONSISTENT WITH UNIVERSITY'S PRACTICE FOR VALUATION OF MINERAL INTERESTS FOR FINANCIAL STATEMENTS' PRESENTATION. PART 1, LINE 28, OTHER - DETAIL COL (B) COL (C) PART 1, LINE 28, OTHER: LIVESTOCK 8 1,375,000 PART 1, LINE 28, OTHER: AUCTION ITEMS 1 358 PART 1, LINE 28, OTHER: FURNISHINGS 1 5,000 PART 1, LINE 28, OTHER: ARCHIVAL RECORDS 2 2,900 PART 1, LINE 28, OTHER: SPORTS MEMORABILIA 2 375 ====== == ======== TOTAL PART 1 LINE 28 14 1,383,633 PART 1, LINE 28, COL (D), OTHER: MARKET OR APPRAISAL PART 1, COLUMN B: THE NUMBERS SHOWN IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTIONS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990	PART IV, LINE 12: THE UNIVERSITY DID NOT RECEIVE A SEPARATE AUDITED FINANCIAL STATEMENT. HOWEVER, THE UNIVERSITY'S CONSOLIDATED FINANCIAL STATEMENTS INCLUDING THE BALANCE SHEET AND RELATED STATEMENTS OF ACTIVITIES AND CASH FLOWS WERE AUDITED IN ACCORDANCE WITH GAAP AND WERE REPORTED ON A CONSOLIDATED BASIS. PART IV, LINE 24B: THE UNIVERSITY PLANS TO SPEND PROCEEDS WITHIN THE TEMPORARY PERIOD EXCEPTION, BUT IN CASES WHEN IT DOES NOT, IT PREPARES THE APPROPRIATE ARBITRAGE REPORTING AND REMITS ANY EXCESS EARNINGS OVER THE ARBITRAGE YIELD TO THE GOVERNMENT. PART IV, LINE 24C: THE UNIVERSITY RECEIVED IN A PRIOR YEAR A DONATION RESTRICTED FOR PROJECTS FUNDED BY BONDS WHICH IT PUT INTO ESCROW UNTIL THE EARLIEST REDEMPTION DATE.
FORM 990, PAGE 2, PART III, LINE 4D	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 V, LINE 4B	UNITED KINGDOM
FORM 990, PART VI	SECTION B, LINE 14: SOUTHERN METHODIST UNIVERSITY DOES NOT HAVE A UNIVERSITY-WIDE RETENTION POLICY, BUT DEPARTMENTS WITHIN THE UNIVERSITY HAVE RETENTION AND DOCUMENT DESTRUCTION POLICIES THAT REFLECT LEGISLATIVE OR OTHER LEGAL REQUIREMENTS AND GOOD BUSINESS PRACTICES.
FORM 990, PAGE 6, PART VI, LINE 2	R. GERALD TURNER RAY HUNT PRESIDENT TRUSTEE BUSINESS RELATIONSHIP JEANNE PHILLIPS RAY HUNT TRUSTEE TRUSTEE BUSINESS RELATIONSHIP
FORM 990, PAGE 6, PART VI, LINE 11B	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. ALL BOARD MEMBERS ALSO RECEIVE AN EMAIL CONTAINING INSTRUCTIONS ON HOW TO ACCESS THE FORM 990 PRIOR TO THE IRS FILING DEADLINE.
FORM 990, PAGE 6, PART VI, LINE 12C	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, PAGE 6, PART VI, LINE 15A	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 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, PAGE 6, PART VI, LINE 15B	SEE ANSWER IN PART VI, LINE 15A.
FORM 990, PAGE 6, PART VI, LINE 17	MISSISSIPPI, MISSOURI, NEW HAMPSHIRE, NEW JERSEY, NEW MEXICO, NEW YORK, NORTH CAROLINA, NORTH DAKOTA, OHIO, OREGON, PENNSYLVANIA, RHODE ISLAND, SOUTH CAROLINA, TENNESSEE, UTAH, VIRGINIA, WASHINGTON, WEST VIRGINIA, WISCONSIN
FORM 990, PAGE 6, PART VI, LINE 19	THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VI, LINE 18 - 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 XI	THE AUDIT COMMITTEE FOR SOUTHERN METHODIST UNIVERSITY, THE SUPPORTED ORGANIZATION, IS RESPONSIBLE FOR REVIEWING THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND ACCOMPANYING FOOTNOTES. DURING THE AUDIT COMMITTEE MEETING, THE COMMITTEE MEMBERS ARE GIVEN AN OPPORTUNITY TO ASK QUESTIONS OF MANAGEMENT AND THE AUDIT FIRM. SIGNIFICANT TRANSACTIONS ARE HIGHLIGHTED IN THE EXECUTIVE SUMMARY PROVIDED TO THE COMMITTEE. FORM 990 PART X LINES 27-29: SMU ADOPTED ASU 2016-14 IN THE YEAR ENDING MAY 31, 2018. UNRESTRICTED NET ASSETS INCLUDE ALL NET ASSET CLASSIFIED AS "NET ASSET WITHOUT DONOR RESTRICTIONS" IN ACCORDANCE WITH ASC 958. PERMANENTLY RESTRICTED NET ASSETS INCLUDE ALL NET ASSETS CLASSIFIED AS "NET ASSETS WITH DONOR RESTRICTIONS" IN ACCORDANCE WITH ASC 958. SMU ADOPTED ASU NO.2016-01 IN THE YEAR ENDING MAY 31,2020. THIS REMOVES THE OPTION FOR THE UNIVERSITY TO REPORT VARIOUS EQUITY INVESTMENTS AT COST. THESE ASSETS ARE REPORTED AT FAIR VALUE.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 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
PERUNA HOLDINGS CORPORATION
PO BOX 750261	DALLAS	TX	752750261	204039621	SUPPORTING	TX	509A3	12A	SMU	false
MUSTANG MOCKINGBIRD PROPERTIES
PO BOX 750261	DALLAS	TX	752750261	204216534	SUPPORTING	TX	509A3	12A	SMU	false
SOUTHERN METHODIST UNIVERSITY FOUND
PO BOX 750261	DALLAS	TX	752750261	200588905	SUPPORTING	TX	509A3	12A	SMU	false
SMU CORP
PO BOX 750261	DALLAS	TX	752750261	264739435	SUPPORTING	TX	501C3	12A	SMU	false
PERUNA EAST CORPORATION
PO BOX 750261	DALLAS	TX	752750261	454611768	SUPPORTING	TX	501C3	12A	SMU	false
SMU GOLF FOUNDATION
PO BOX 750261	DALLAS	TX	752750261	465131991	SUPPORTING	TX	501C3	12A	SMU	false

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CHARITABLE REMAINDER	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	TRUST 7	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75275	ZIPCd

Field	Value	IRS element (for citing)
Primary Activities	TRUST	PrimaryActivitiesTxt
Legal Domicile State	TX	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Entity Type	TRUST	EntityTypeTxt
Controlled Organization	false	ControlledOrganizationInd

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	Yes (true)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

ALL TRANSACTIONS MARKED YES
ABOVE ARE WITH 501(C)(3)
ORGANIZATIONS