UNIVERSITY OF DALLAS: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF DALLAS (EIN 75-0926755)
- Tax period
- 2017-06-01 to 2018-05-31
- Filed
- 2019-04-10
- IRS object ID
- 201931009349300243
- Schema version
- 2017v2.3
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-10T16:02:57-05:00 | ReturnTs |
| Tax Period End | 2018-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD 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 | 2017-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750926755 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Dallas | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LEONARD A ROBERTSON | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 9727215236 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1845 E Northgate Dr | AddressLine1Txt |
| City | Irving | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEONARD ROBERTSON | PersonNm |
| Person Title | AVP OF ADMIN & FIN | PersonTitleTxt |
| Phone | 9727215236 | PhoneNum |
| Signature | 2019-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeanette Verrelli | PreparerPersonNm |
| PTIN | P00742631 | PTIN |
| Phone | 9727028262 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 75465920191005000026 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-04-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | ACBA2431EF37DEF71821A9057AFD5F2E9C389335 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | ACBA2431EF37DEF71821A9057AFD5F2E9C389335 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | John Plotts | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1845 E Northgate Dr | AddressLine1Txt |
| City | Irving | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $114,327,032 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.udallas.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE UNIVERSITY OF DALLAS IS DEDICATED TO THE PURSUIT OF WISDOM, OF TRUTH, AND OF VIRTUE AS THE PROPER AND PRIMARY ENDS OF EDUCATION. (CONTINUED ON SCH. O...) | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 1368 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $22,698 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$23,385 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,311,901 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,323,205 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $79,435,214 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $85,111,250 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,313,700 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,987,615 | CYInvestmentIncomeAmt |
| PY Other Revenue | $131,944 | PYOtherRevenueAmt |
| CY Other Revenue | $16,849,607 | CYOtherRevenueAmt |
| PY Total Revenue | $88,192,759 | PYTotalRevenueAmt |
| CY Total Revenue | $114,271,677 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $31,821,510 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $35,958,987 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $36,883,980 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $37,724,663 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,976,009 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $22,946,232 | PYOtherExpensesAmt |
| CY Other Expenses | $23,363,914 | CYOtherExpensesAmt |
| PY Total Expenses | $91,651,722 | PYTotalExpensesAmt |
| CY Total Expenses | $97,047,564 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,458,963 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $17,224,113 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $161,675,730 | TotalAssetsBOYAmt |
| Total Assets EOY | $177,422,060 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $41,754,762 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,607,596 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $119,920,968 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $138,814,464 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UNIVERSITY OF DALLAS IS DEDICATED TO THE PURSUIT OF WISDOM, OF TRUTH, AND OF VIRTUE AS THE PROPER AND PRIMARY ENDS OF EDUCATION. THE UNIVERSITY SEEKS TO EDUCATE ITS STUDENTS SO THEY MAY DEVELOP THE INTELLECTUAL AND MORAL VIRTUES, PREPARE THEMSELVES FOR LIFE AND WORK IN A PROBLEMATIC AND CHANGING WORLD, AND BECOME LEADERS ABLE TO ACT RESPONSIBLY FOR THEIR OWN GOOD AND FOR THE GOOD OF THEIR FAMILY, COMMUNITY, COUNTRY, AND CHURCH. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,912,474 | ExpenseAmt |
| Grant | $359,481 | GrantAmt |
| Revenue | $13,979,680 | RevenueAmt |
| Desc | The Satish & Yasmin Gupta College of Business is a professional school whose primary purpose is to prepare its students to become competent and responsible managers who are principled and moral leaders. To accomplish this purpose, we select and retain a diverse and talented faculty and staff. We encourage our faculty to engage in real world practices that support their teaching and research agendas. Our faculty emphasize teaching and learning and engage in basic, applied, and pedagogical research. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $60,258,986 | ExpenseAmt |
| Grant | $34,648,001 | GrantAmt |
| Revenue | $65,887,090 | RevenueAmt |
| Desc | The Constantin College of Liberal Arts seeks to educate students of seriousness, intelligence and spirit in accordance with the fundamental mission of the University of Dallas - The Specific mission of the Constantin College is to provide undergraduate education through baccalaureate degree programs which include a substantial and coherent core curriculum common to all undergraduates and major studies in the humanities and sciences proper to liberal learning. The core curriculum emphasizes the study of the great deeds and works of Western civilization, both ancient and modern... (Continued on Schedule O) | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,397,078 | ExpenseAmt |
| Grant | $844,395 | GrantAmt |
| Revenue | $2,045,072 | RevenueAmt |
| Desc | The Braniff Graduate School seeks to accomplish at the highest level the universitys commitment to the revival of the Western heritage of liberal education, the recovery of the Christian intellectual tradition and the renewal of Catholic theology in fidelity to the Church and in constructive dialogue with the modern world. Its specific purpose is to offer selected masters and doctoral programs in the liberal arts which recall these disciplines to their first principles and which will prepare students for careers in a variety of fields....(CONTINUED ON SCHEDULE O) | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $1,853,983 | $48,560 | $1,669,036 | NEUHOFF SCHOOL OF MINISTRY |
| $7,792,298 | $58,550 | $1,530,372 | OTHER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $9,646,281 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $107,110 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $3,199,408 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $78,214,819 | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | 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 | false | 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 | 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 | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | 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 | 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 | 213 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1368 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | IT | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | 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 | NH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEONARD A ROBERTSON | PersonNm |
| Phone | 9727215236 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1845 E NORTHGATE DR | AddressLine1Txt |
| City | Irving | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| THOMAS KEEFE | |||||||||
| PRESIDENT | 40.0 | 0.0 | Yes (X) | Yes (X) | $435,223 | $0 | $36,903 | ||
| Edward Bishop Burns | |||||||||
| Chancellor | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LEN RUBY | |||||||||
| SECRETARY | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WIN BELL | |||||||||
| TREASURER | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Dexter Freeman | |||||||||
| NAB CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Charlie Baumann | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Christopher Bright | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Barry Clark | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Lee Dinkel | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Duca | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kevin Cardinal Farrell | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Louis Grabowsky | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK HAGGERTY | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN HASSON | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY HOELSCHER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD HUSSEINI | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CARY HYDEN | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM KEFFLER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANNMARIE KELLY | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Greg Bishop Kelly | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mike Magusiak | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mary Manning | |||||||||
| TRUSTEE | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | |||
| Randall Muck | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas Nealon | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joseph Neuhoff Jr | |||||||||
| TRUSTEE | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | |||
| Terry O'Halloran | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Tan Parker | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Laura Felis Quinn | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mary Ritter | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Paul Rydberg | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark Seitz | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Nicholas Serafy Jr | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Patrick Stark | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Bridgett Wagner | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Julie Weber | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jean White | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas Zellers | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN PLOTTS | |||||||||
| Exec VP Enrollment/Stud Affair | 40.0 | 1.0 | Yes (X) | $242,742 | $0 | $34,237 | |||
| BRIAN MURRAY | |||||||||
| VP/CFO | 40.0 | 0.1 | Yes (X) | $226,795 | $0 | $23,328 | |||
| JOAN CANTY | |||||||||
| VICE PRESIDENT ADVANCEMENT | 40.0 | 0.0 | Yes (X) | $193,801 | $0 | $15,878 | |||
| BRETT LANDRY | |||||||||
| DEAN COLL. OF BUSINESS | 40.0 | 0.0 | Yes (X) | $214,822 | $0 | $16,691 | |||
| JONATHAN SANFORD | |||||||||
| PROVOST | 40.0 | 0.0 | Yes (X) | $191,493 | $0 | $41,506 | |||
| PETER HATLIE | |||||||||
| VP/DEAN OF ROME CAMPUS | 40.0 | 0.0 | Yes (X) | $165,604 | $0 | $25,291 | |||
| KARIN RILLEY | |||||||||
| vp, legal & board services | 40.0 | 0.0 | Yes (X) | $240,408 | $0 | $27,217 | |||
| THEODORE WHAPHAM | |||||||||
| DEAN SCHOOL OF MINISTRY | 40.0 | 0.0 | Yes (X) | $103,957 | $0 | $31,222 | |||
| JOSHUA PARENS | |||||||||
| DEAN BRANIFF | 40.0 | 0.0 | Yes (X) | $104,790 | $0 | $35,940 | |||
| LEONARD A ROBERTSON | |||||||||
| AVP OF ADMIN & FINANCE | 40.0 | 0.0 | Yes (X) | $119,690 | $0 | $19,220 | |||
| KATHERINE MCGRAW | |||||||||
| REGISTRAR | 40.0 | 0.0 | Yes (X) | $70,578 | $0 | $12,415 | |||
| Sally Hicks | |||||||||
| Dean Constantin College | 40.0 | 0.0 | Yes (X) | $130,343 | $0 | $8,127 | |||
| JAMES WHITTINGTON | |||||||||
| professor, management, cob | 40.0 | 0.0 | $168,929 | $0 | $35,395 | Yes (X) | |||
| GREG BELL | |||||||||
| ASSOCIATE professor, COB | 40.0 | 0.0 | $145,815 | $0 | $9,520 | Yes (X) | |||
| Susan Rhame | |||||||||
| Associate professor, COB | 40.0 | 0.0 | $133,065 | $0 | $38,576 | Yes (X) | |||
| Srinath Beldona | |||||||||
| Professor, Management, COB | 40.0 | 0.0 | $150,868 | $0 | $22,988 | Yes (X) | |||
| John Norris | |||||||||
| Associate Provost | 40.0 | 0.0 | $147,604 | $0 | $18,387 | Yes (X) | |||
| CHARLES EAKER | |||||||||
| FORMER PROVOST | 0.0 | 0.0 | $116,658 | $0 | $9,936 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,303,185 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $462,777 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 44 | 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 |
|---|---|---|---|---|---|
| ARAMARK CORPORATION | |||||
| 27310 Network Pl | CHICAGO | IL | 60673 | FOOD SERVICES | $3,410,291 |
| HILL WILKINSON CONSTRUCTION GROUP | |||||
| 2703 TELECOM PKWY | RICHARDSON | TX | 75082 | CONTRACTOR | $9,802,942 |
| PERKINSWILL | |||||
| 10100 N Central Expy Ste 300 | DALLAS | TX | 75231 | CONTRACTOR | $408,329 |
| JDC Business Corp | |||||
| PO Box 117191 | CARROLLTON | TX | 75011 | Campus Housekeeping | $450,579 |
| Royall Company | |||||
| 1920 E Parham Rd | RICHMOND | VA | 23228 | Marketing Consultant | $444,563 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $68,746 | FundraisingAmt |
| Government Grants | $1,655,554 | GovernmentGrantsAmt |
| All Other Contributions | $4,598,905 | AllOtherContributionsAmt |
| Noncash Contributions | $582,254 | NoncashContributionsAmt |
| Total Contributions | $6,323,205 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and Fees | 611310 | $74,187,452 | $74,187,452 |
| Auxiliary Activities | 611710 | $10,923,798 | $10,923,798 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $85,111,250 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,130,178 | TotalRevenueColumnAmt |
| Exclusion | $2,130,178 | 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 | $94,607 | TotalRevenueColumnAmt |
| Exclusion | $94,607 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,000 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,000 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,000 | TotalRevenueColumnAmt |
| Exclusion | $9,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,857,437 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,857,437 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,857,437 | TotalRevenueColumnAmt |
| Exclusion | $3,857,437 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $39,747 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $68,746 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $55,355 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$15,608 | TotalRevenueColumnAmt |
| Exclusion | -$15,608 | 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 (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|---|
| Perkins Fees | 522291 | $22,970 | $22,970 | ||
| ADVERTISING REVENUE | 541800 | $7,900 | $7,900 | ||
| UDPM LIQUIDATION | 900099 | $16,715,940 | $16,715,940 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,798 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $14,798 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $16,761,608 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $114,271,677 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $101,827,190 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $22,698 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,098,584 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,502 | TotalAmt |
| Program Services | $29,502 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,929,485 | TotalAmt |
| Program Services | $35,929,485 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $3,497,313 | TotalAmt |
| Program Services | $1,517,507 | ProgramServicesAmt |
| Management And General | $1,589,810 | ManagementAndGeneralAmt |
| Fundraising | $389,996 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,722,335 | TotalAmt |
| Program Services | $19,833,441 | ProgramServicesAmt |
| Management And General | $5,044,657 | ManagementAndGeneralAmt |
| Fundraising | $844,237 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,208,098 | TotalAmt |
| Program Services | $924,387 | ProgramServicesAmt |
| Management And General | $238,376 | ManagementAndGeneralAmt |
| Fundraising | $45,335 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,365,941 | TotalAmt |
| Program Services | $4,168,627 | ProgramServicesAmt |
| Management And General | $1,081,929 | ManagementAndGeneralAmt |
| Fundraising | $115,385 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,930,976 | TotalAmt |
| Program Services | $1,434,793 | ProgramServicesAmt |
| Management And General | $417,908 | ManagementAndGeneralAmt |
| Fundraising | $78,275 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57 | TotalAmt |
| Management And General | $57 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,372 | TotalAmt |
| Program Services | $7,627 | ProgramServicesAmt |
| Management And General | $60,823 | ManagementAndGeneralAmt |
| Fundraising | $3,922 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,086 | TotalAmt |
| Management And General | $115,086 | 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 | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,239 | TotalAmt |
| Management And General | $307,239 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,378,642 | TotalAmt |
| Program Services | $4,886,470 | ProgramServicesAmt |
| Management And General | $2,387,415 | ManagementAndGeneralAmt |
| Fundraising | $104,757 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $588,677 | TotalAmt |
| Program Services | $105,204 | ProgramServicesAmt |
| Management And General | $463,084 | ManagementAndGeneralAmt |
| Fundraising | $20,389 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,049,700 | TotalAmt |
| Program Services | $2,122,903 | ProgramServicesAmt |
| Management And General | $789,419 | ManagementAndGeneralAmt |
| Fundraising | $137,378 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $595,973 | TotalAmt |
| Program Services | $348,492 | ProgramServicesAmt |
| Management And General | $223,601 | ManagementAndGeneralAmt |
| Fundraising | $23,880 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,605,254 | TotalAmt |
| Program Services | $153,402 | ProgramServicesAmt |
| Management And General | $1,451,852 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,735,214 | TotalAmt |
| Program Services | $1,633,800 | ProgramServicesAmt |
| Management And General | $52,263 | ManagementAndGeneralAmt |
| Fundraising | $49,151 | 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 | $976,636 | TotalAmt |
| Program Services | $683,400 | ProgramServicesAmt |
| Management And General | $214,724 | ManagementAndGeneralAmt |
| Fundraising | $78,512 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $903,508 | TotalAmt |
| Program Services | $561 | ProgramServicesAmt |
| Management And General | $855,769 | ManagementAndGeneralAmt |
| Fundraising | $47,178 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,471,012 | TotalAmt |
| Program Services | $3,541,244 | ProgramServicesAmt |
| Management And General | $903,018 | ManagementAndGeneralAmt |
| Fundraising | $26,750 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $737,660 | TotalAmt |
| Program Services | $590,299 | ProgramServicesAmt |
| Management And General | $143,121 | ManagementAndGeneralAmt |
| Fundraising | $4,240 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MAINTENANCE EXPENSE | $155,770 | $33,797 | $121,973 | |
| Membership Dues | $276,455 | $183,018 | $86,738 | $6,699 |
| BAD DEBT EXPENSE | $295,463 | $5,040 | $290,423 | |
| . | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,196 | TotalAmt |
| Program Services | $81,820 | ProgramServicesAmt |
| Management And General | $17,451 | ManagementAndGeneralAmt |
| Fundraising | -$75 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,047,564 | TotalAmt |
| Program Services | $78,214,819 | ProgramServicesAmt |
| Management And General | $16,856,736 | ManagementAndGeneralAmt |
| Fundraising | $1,976,009 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,714 | BOYAmt |
| EOY | $33,296 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,381,035 | BOYAmt |
| EOY | $2,796,105 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $688,136 | BOYAmt |
| EOY | $1,395,684 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,627,355 | BOYAmt |
| EOY | $1,618,859 | 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 | $1,343,390 | BOYAmt |
| EOY | $1,689,011 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $148,036,468 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $69,100,942 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,159,508 | BOYAmt |
| EOY | $78,935,526 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,670,030 | BOYAmt |
| EOY | $79,311,098 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,779,752 | BOYAmt |
| EOY | $8,651,513 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,986,810 | BOYAmt |
| EOY | $2,990,968 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,675,730 | BOYAmt |
| EOY | $177,422,060 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,642,473 | BOYAmt |
| EOY | $6,924,388 | 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 | $4,621,713 | BOYAmt |
| EOY | $4,931,731 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,484,414 | BOYAmt |
| EOY | $13,325,000 | 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 | $10,103,334 | BOYAmt |
| EOY | $9,662,502 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,902,828 | BOYAmt |
| EOY | $3,763,975 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,754,762 | BOYAmt |
| EOY | $38,607,596 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,334,515 | BOYAmt |
| EOY | $87,992,110 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,991,150 | BOYAmt |
| EOY | $19,035,965 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,595,303 | BOYAmt |
| EOY | $31,786,389 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,920,968 | BOYAmt |
| EOY | $138,814,464 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,675,730 | BOYAmt |
| EOY | $177,422,060 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $17,224,113 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $920,643 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $389 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $748,351 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,825,107 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,636,927 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,632,079 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,311,901 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,323,205 | CurrentTaxYearAmt |
| Total | $38,729,219 | 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 | $4,825,107 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,636,927 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,632,079 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,311,901 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,323,205 | CurrentTaxYearAmt |
| Total | $38,729,219 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,642,045 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,087,174 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,829,508 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,497,796 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,157,564 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,722,791 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,233,785 | CurrentTaxYearAmt |
| Total | $9,441,444 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,187 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,565 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,593 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $51,345 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,805 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,072 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,046 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,576 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,970 | CurrentTaxYearAmt |
| Total | $152,469 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $48,374,477 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $407,068,568 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.58062 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60330 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
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 | $56,984,487 | BeginningYearBalanceAmt |
| Contributions | $17,467,566 | ContributionsAmt |
| Investment Earnings Or Losses | $5,419,237 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $426,581 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,583,769 | OtherExpendituresAmt |
| Administrative Expenses | $390,144 | AdministrativeExpensesAmt |
| End Year Balance | $76,470,796 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,235,879 | BeginningYearBalanceAmt |
| Contributions | -$757,980 | ContributionsAmt |
| Investment Earnings Or Losses | $6,880,002 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $319,443 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,705,351 | OtherExpendituresAmt |
| Administrative Expenses | $348,620 | AdministrativeExpensesAmt |
| End Year Balance | $56,984,487 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,826,000 | BeginningYearBalanceAmt |
| Contributions | $86,904 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,408,001 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $319,532 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,568,267 | OtherExpendituresAmt |
| Administrative Expenses | $381,225 | AdministrativeExpensesAmt |
| End Year Balance | $54,235,879 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,337,370 | BeginningYearBalanceAmt |
| Contributions | $256,000 | ContributionsAmt |
| Investment Earnings Or Losses | $4,113,975 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $386,113 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$136,113 | OtherExpendituresAmt |
| Administrative Expenses | $631,345 | AdministrativeExpensesAmt |
| End Year Balance | $58,826,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,280,598 | BeginningYearBalanceAmt |
| Contributions | $933,185 | ContributionsAmt |
| Investment Earnings Or Losses | $6,784,711 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $285,422 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,746,964 | OtherExpendituresAmt |
| Administrative Expenses | $628,738 | AdministrativeExpensesAmt |
| End Year Balance | $55,337,370 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.39670 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.41570 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18760 | 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 | $4,844,225 | OtherCostOrOtherBasisAmt |
| Book Value | $4,844,225 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $109,298,279 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,888,435 | DepreciationAmt |
| Book Value | $61,409,844 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,477,320 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,768,116 | DepreciationAmt |
| Book Value | $6,709,204 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,379,033 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,732,823 | DepreciationAmt |
| Book Value | $2,646,210 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,037,610 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,711,567 | DepreciationAmt |
| Book Value | $3,326,043 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $78,935,526 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Refundable Student Deposits | $1,050,747 |
| US Govt Refundable Advances | $2,713,228 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,763,975 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART X, LINE 2 | LIABILITY FOR UNCERTAIN TAX POSITIONS: THE UNIVERSITY OF DALLAS AUDITED FINANCIAL STATEMENTS ARE PREPARED ON A CONSOLIDATED BASIS AND INCLUDE THE UNIVERSITY OF DALLAS AND UD PROPERTY MANAGEMENT CORPORATION. ACCORDINGLY, NOTE 1 TO THE FINANCIAL STATEMENTS AS REPRINTED BELOW INCLUDES REFERENCES TO BOTH ENTITIES. The University and UDPMC are recognized as exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code (IRC). The University and UDPMC may be subject to federal and state income taxes on any net income from unrelated business activities. The University and UDPMC file a Form 990 (Return of Organization Exempt from Income Tax) annually and unrelated business income tax Form 990-T, as appropriate. Management has evaluated their material tax positions, which include such matters as the tax-exempt status of each entity and various positions relative to potential sources of unrelated business income tax (UBIT). For the fiscal year ended May 31, 2018, the University estimates its UBIT tax to be approximately $4,000 and has made tax deposits to cover the estimated tax. For the year ended May 31, 2017, the University paid approximately $5,000 in unrelated business income taxes. As of May 31, 2018 and 2017, there were no uncertain tax positions that had not been recognized as a liability. Forms 990 and 990-T filed by the University and UDPMC are no longer subject to examination by the Internal Revenue Service for the fiscal years ended May 31, 2014 and prior. |
| SCHEDULE D, PART V, LINE 4 | INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS: THE INTENDED USE OF THE UNIVERSITY'S ENDOWMENT FUNDS IS TO SUPPORT THE INSTITUTION'S LONG TERM MISSION BY PROVIDING THE FINANCIAL STRENGTH NECESSARY TO CARRY OUT THE MISSION'S OPERATIONS. |
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 (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | EXPLANATION OF NONDISCRIMINATION POLICY: EVEN THOUGH THE UNIVERSITY IS NOT REQUIRED TO USE THE NEWSPAPER IN ACCORDANCE WITH PARAGRAPH 4.03(2)(A) OF REV. PROC. 75-50, THE NONDISCRIMINATORY POLICY IS PUBLISHED ON ITS WEBSITE WHICH WE VIEW AS A BROADCAST MEDIA THAT SERVES THE GENERAL PUBLIC. IN ADDITION THE POLICY IS PROMOTED DURING STUDENT SOLICITATION TRIPS BY THE OFFICE OF ADMISSIONS WHEN THE SUBJECT IS RAISED. FINALLY THE GENERAL PUBLIC IS AWARE OF THE UNIVERSITY'S RACIAL NONDISCRIMINATION POLICY BECAUSE OF THE UNIVERSITY'S CLOSE ASSOCIATION WITH THE DIOCESE OF DALLAS. DATA IS AVAILABLE UPON REQUEST. |
| SCHEDULE E, PART I, LINE 6A | EXPLANATION OF GOVERNMENT FINANCIAL AID: THE UNIVERSITY RECEIVED ASSISTANCE FOR STUDENT FINANCIAL AID FROM THE US DEPARTMENT OF EDUCATION IN THE FORM OF: SUBSIDIZED AND UNSUBSIDIZED DIRECT LOANS, PARENTS AND GRADUATE PLUS LOANS, PERKINS LOANS, COLLEGE WORK STUDY, SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS (SEOG) AND PELL GRANTS. ADDITIONAL ASSISTANCE WAS RECEIVED FROM THE TEXAS HIGHER EDUCATION COORDINATING BOARD IN THE FORM OF TEXAS EQUALIZATION GRANTS AND COLLEGE ACCESS LOANS. TSBPA SCHOLARSHIPS ARE PROVIDED FOR FIFTH YEAR ACCOUNTING STUDENTS NEEDING FINANCIAL ASSISTANCE. |
| SCHEDULE E, PART I, LINE 2 | STATEMENT OF RACIALLY NONDISCRIMINATORY POLICY: THE UNIVERSITY IS RACIALLY NONDISCRIMINATORY TOWARD ALL STUDENTS IN ACCORDANCE WITH ITS MISSION AND CORE PRINCIPLES. THE POLICY IS POSTED ON KEY RECRUITING PIECES SUCH AS THE VIEW BOOK, THE WEBSITE, THE STUDENT HANDBOOK, THE UNIVERSITY CATALOG AS WELL AS THE COMMON APPLICATION AND APPLY TEXAS APPLICATION. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 1 | 19 | Program Services | Rome Campus | $1,652,506 |
| Central America and the Caribbean | Investments | $3,112,749 | |||
| Europe (Including Iceland and Greenland) | Unrelated Trade or Business | $38,355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 19 | SubtotalEmployeesCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Subtotal Spent | $4,803,610 | SubtotalSpentAmt |
| Total Spent | $4,803,610 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $108,493 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $68,746 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $39,747 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $52 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $15,003 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $16,730 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $23,570 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $108,493 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $68,746 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $39,747 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $52 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $15,003 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $16,730 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $23,570 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $55,355 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$15,608 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Catholic Charities of Southeast Texas | |||||||
| 2780 Eastex Fwy | Beaumont | TX | 777034617 | 741900345 | 501(C)(3) | $8,351 | support |
| Texas Children's | |||||||
| PO Box 300630 | Houston | TX | 77230 | 760461578 | 501(C)(3) | $6,313 | support |
| Jonathan's Place | |||||||
| 6065 DUCK CREEK DR | GARLAND | TX | 750433649 | 752389331 | 501(C)(3) | $6,313 | SUPPORT |
| Church of the Incarnation | |||||||
| 1750 Northgate Dr | Irving | TX | 750624799 | 750808771 | 501(C)(3) | $8,233 | To support operation of Church of Incarnation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIP - UD AWARDS | 2855 | $33,134,114 |
| SCHOLARSHIP - TEG GRANTS | 335 | $1,178,981 |
| SCHOLARSHIP - NATIONAL MERIT | 80 | $1,523,590 |
| SCHOLARSHIP - S EOG GRANT | 84 | $92,800 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURE FOR MONITORING USE OF GRANTS: ALL GRANT FUNDS ARE DETERMINED AND AWARDED BY THE OFFICE OF ENROLLMENT MANAGEMENT AND STUDENT FINANCIAL AID CONSISTENT WITH THE UNIVERSITY'S POLICIES AS WELL AS FEDERAL AND STATE GUIDELINES. GRANTEES MUST MAINTAIN PREDETERMINED ACADEMIC LEVELS IN ORDER TO QUALIFY FOR SUBSEQUENT GRANTS. THE SCHOOL HAS AN ANNUAL CHARITY WEEK WHERE STUDENTS RAISE FUNDS AND VOTE ON ORGANIZATIONS TO GIVE DONATIONS. THE UNIVERSITY DOES NOT MONITOR ANY USE OF THE ASSISTANCE GIVEN TO THE CHOSEN ORGANIZATIONS. THE PURPOSE OF CHARITY WEEK IS TO TEACH THE STUDENTS THE VALUE OF GIVING TO CHARITIES THEY BELIEVE ARE WORTH GIVING ASSISTANCE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS KEEFE | ||||||||||||||
| PRESIDENT | $370,192 | $0 | $0 | $0 | $65,031 | $0 | $19,250 | $0 | $21,802 | $0 | $476,275 | $0 | $0 | $0 |
| JOHN PLOTTS | ||||||||||||||
| Exec VP Enrollment/Stud Affair | $240,684 | $0 | $0 | $0 | $2,058 | $0 | $17,045 | $0 | $17,652 | $0 | $277,439 | $0 | $0 | $0 |
| CHARLES EAKER | ||||||||||||||
| FORMER PROVOST | $116,340 | $0 | $0 | $0 | $318 | $0 | $6,609 | $0 | $4,331 | $0 | $127,598 | $0 | $0 | $0 |
| BRIAN MURRAY | ||||||||||||||
| VP/CFO | $226,657 | $0 | $0 | $0 | $138 | $0 | $15,906 | $0 | $8,377 | $0 | $251,078 | $0 | $0 | $0 |
| JOAN CANTY | ||||||||||||||
| VICE PRESIDENT ADVANCEMENT | $184,201 | $0 | $0 | $0 | $9,600 | $0 | $13,089 | $0 | $5,123 | $0 | $212,013 | $0 | $0 | $0 |
| BRETT LANDRY | ||||||||||||||
| DEAN COLL. OF BUSINESS | $214,684 | $0 | $0 | $0 | $138 | $0 | $14,875 | $0 | $2,789 | $0 | $232,486 | $0 | $0 | $0 |
| JONATHAN SANFORD | ||||||||||||||
| PROVOST | $191,433 | $0 | $0 | $0 | $60 | $0 | $13,555 | $0 | $28,410 | $0 | $233,458 | $0 | $0 | $0 |
| PETER HATLIE | ||||||||||||||
| VP/DEAN OF ROME CAMPUS | $144,199 | $0 | $0 | $0 | $21,405 | $0 | $10,392 | $0 | $16,774 | $0 | $192,770 | $0 | $0 | $0 |
| JAMES WHITTINGTON | ||||||||||||||
| professor, management, cob | $168,533 | $0 | $0 | $0 | $396 | $0 | $10,187 | $0 | $27,083 | $0 | $206,199 | $0 | $0 | $0 |
| KARIN RILLEY | ||||||||||||||
| vp, legal & board services | $239,790 | $0 | $0 | $0 | $618 | $0 | $9,775 | $0 | $18,011 | $0 | $268,194 | $0 | $0 | $0 |
| GREG BELL | ||||||||||||||
| ASSOCIATE professor, COB | $145,725 | $0 | $0 | $0 | $90 | $0 | $9,520 | $0 | $460 | $0 | $155,795 | $0 | $0 | $0 |
| Susan Rhame | ||||||||||||||
| Associate professor, COB | $132,807 | $0 | $0 | $0 | $258 | $0 | $9,520 | $0 | $29,887 | $0 | $172,472 | $0 | $0 | $0 |
| Srinath Beldona | ||||||||||||||
| Professor, Management, COB | $150,730 | $0 | $0 | $0 | $138 | $0 | $8,430 | $0 | $15,017 | $0 | $174,315 | $0 | $0 | $0 |
| John Norris | ||||||||||||||
| Associate Provost | $147,346 | $0 | $0 | $0 | $258 | $0 | $10,402 | $0 | $8,954 | $0 | $166,960 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | BENEFITS PROVIDED TO PERSONS LISTED ON THE 990: THE UNIVERSITY, AS PART OF ITS EXECUTIVE COMPENSATION PROCESS, HAS AGREED TO PAY CERTAIN COSTS SUCH AS HOUSING, AUTOMOBILE AND SOCIAL CLUB DUES AND INCLUDES THESE PAYMENTS IN THE EXECUTIVE'S COMPENSATION AS TAXABLE INCOME. THE INDIVIDUALS AUTHORIZED TO RECEIVE SUCH PAYMENTS ARE ISOLATED TO SENIOR OFFICERS SUCH AS THE PRESIDENT, EXECUTIVE VICE PRESIDENT EXTERNAL AFFAIRS, VICE PRESIDENT OF ADVANCEMENT AND VICE PRESIDENT STUDENT ENROLLMENT. THE UNIVERSITY OWNS A RESIDENCE WHICH IS USED FOR SCHEDULED UNIVERSITY EVENTS, FUNDRAISING ACTIVITIES AND OTHER KEY MEETINGS INVOLVING UNIVERSITY OFFICIALS, TRUSTEES AND GUESTS. AS A CONVENIENCE TO THE UNIVERSITY, THE PRESIDENT LIVES IN THE RESIDENCE AND PAYS THE UNIVERSITY RENT BASED ON THE FAIR MARKET VALUE OF THE RENTAL SPACE DISCOUNTED FOR THE SCHEDULED UNIVERSITY USAGE. THE UNIVERSITY PROVIDED A PERSONAL TRAINER FOR THE PRESIDENT AND INCLUDED THE PAYMENTS IN THE PRESIDENT'S TAXABLE COMPENSATION. | 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 | METROPOLITAN HIGHER EDUCATION AUTHORITY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 752714188 | BondIssuerEIN |
| CUSIP | xxxxxxxxx | CUSIPNum |
| Bond Issued | 2015-10-15 | BondIssuedDt |
| Issue Price | $14,160,000 | IssuePriceAmt |
| Purpose | Refund 2008 MHEA Bonds | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $835,000 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $14,160,000 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $173,504 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $13,986,496 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2010 | SubstantialCompletionYr |
| Current Refunding | Yes (true) | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| 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 | false | 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 | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (true) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN CHASE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 10.8 | TermOfHedgePct |
| Superintegrated Hedge | Yes (true) | SuperintegratedHedgeInd |
| Hedge Terminated | false | HedgeTerminatedInd |
| 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I | REFINANCED BONDS: SERIES 2008 REVENUE BOND ISSUE DATE 8/14/2008 |
| SCHEDULE K, PART III, PART IV, LINE 7 & PART V | POLICIES & PROCEDURES: THE UNIVERSITY IS IN THE PROCESS OF CREATING WRITTEN PROCEDURES TO MONITOR THE REQUIREMENTS OF SECTION 148 AND TO ENSURE THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE IDENTIFIED AND CORRECTED IN A TIMELY MANNER. |
Schedule L IRS990ScheduleL
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $0 | TotalBalanceDueAmt |
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $63,710 | CashGrantAmt |
| Type Of Assistance | SCHOLARSHIP | TypeOfAssistanceTxt |
| Assistance Purpose | FINANCIAL ASSISTANCE | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $134,439 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK EXCHANGE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | furniture | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $447,815 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | fmv | MethodOfDeterminingRevenuesTxt |
| 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 | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE M, PART I, LINE 9(B) | NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED: THE AMOUNT REPORTED REFLECTS THE NUMBER OF CONTRIBUTIONS. |
| SCHEDULE M, PART I, LINE 9(D) | METHOD OF DETERMINING NONCASH CONTRIBUTION AMOUNTS: THE AMOUNT OF THE GIFT IS EQUAL TO THE AVERAGE OF THE STOCKS HIGH AND LOW VALUE ON THE DAY OF THE GIFT AS MEASURED ON THE STOCK EXCHANGE. THE AMOUNT OF THE FURNITURE IS THE FAIR MARKET VALUE OF THE CONTRIBUTION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, Line 1 | DESCRIPTION OF ORGANIZATION MISSION: (CONTINUED FROM PAGE 1) ... THE UNIVERSITY SEEKS TO EDUCATE ITS STUDENTS SO THEY MAY DEVELOP THE INTELLECTUAL AND MORAL VIRTUES, PREPARE THEMSELVES FOR LIFE AND WORK IN A PROBLEMATIC AND CHANGING WORLD, AND BECOME LEADERS ABLE TO ACT RESPONSIBLY FOR THEIR OWN GOOD AND FOR THE GOOD OF THEIR FAMILY, COMMUNITY, COUNTRY, AND CHURCH. |
| FORM 990, PART III, LINE 4B | CONSTANTIN COLLEGE OF LIBERAL ARTS: (CONTINUED FROM PART III) ... The majors are built upon the core and invite students to disciplined inquiry into fundamental aspects of being and of our relation to God, to nature and to fellow human beings. The curriculum as a whole seeks to enable students to achieve the knowledge of nature and the understanding of the human condition necessary for them to comprehend the fundamental character of the world in which they are called to live and work. FORM 990, PART III, LINE 4C BRANIFF GRADUATE SCHOOL: (CONTINUED FROM PART III)... These programs seek to enable students to acquire the knowledge and skills necessary for work in particular fields and to understand the principles of learning and the virtues of mind and heart which are constitutive of excellence in their lifes work. FORM 990, PART III, LINE 4D OTHER PROGRAM EXPENSES: The mission of the Neuhoff School of Ministry is to provide theological education for Transformative service. Neuhoff School of Ministry students, immersed in the Catholic Theological tradition, develop critical skills for theological reflection and receive high quality education and formation that is necessary for personal growth, professional ministry and transformative service to the Catholic Church, the broader Christian community and the wider world. The Neuhoff School of Ministry offers practice-oriented programs of theological studies and pastoral ministry including degrees, certificates, conferences, ongoing seminars, lectures and continuing education. |
| FORM 990, PART VI, SECTION A, LINE 1A | DELEGATION OF AUTHORITY: THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE BISHOP OF THE ROMAN CATHOLIC DIOCESE OF DALLAS, THE PRESIDENT OF THE UNIVERSITY, THE BOARD CHAIR, THE VICE CHAIR, THE CHAIR OF ALL THE STANDING COMMITTEES AND TWO (2) AT LARGE VOTING MEMBERS OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE SHALL EXERCISE THE POWERS OF THE BOARD OF TRUSTEES IN THE INTERIM BETWEEN BOARD MEETINGS EXCEPT THAT, UNLESS SPECIFICALLY EMPOWERED BY THE BOARD TO DO SO, IT MAY NOT SELL OR ALIENATE THE UNIVERSITY LAND, ALTER BYLAWS, OR APPOINT OR REMOVE THE PRESIDENT OF THE UNIVERSITY OR A MEMBER OF THE BOARD OF TRUSTEES. ALL DECISIONS OF THE COMMITTEE SHALL BE BY MAJORITY VOTE OF THE PARTICIPATING COMMITTEE MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS TO REVIEW FORM 990: THE FINANCIAL INFORMATION AND SUPPORTING DOCUMENTATION FOR FORM 990 ARE PROVIDED TO THE UNIVERSITY'S TAX ACCOUNTANTS FOR REVIEW AND PREPARATION. A DRAFT OF THE 990 IS REVIEWED BY MANAGEMENT STAFF AND THE CFO AND IS THEN SUBMITTED TO THE AUDIT COMMITTEE FOR THEIR REVIEW. FOLLOWING THE AUDIT COMMITTEE REVIEW, THE FORM 990 IS ELECTRONICALLY SUBMITTED TO EACH MEMBER OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | PROCESS USED TO MONITOR AND ENFORCE COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE UNIVERSITY OBTAINS DOCUMENTATION ON AN ANNUAL BASIS REGARDING POSSIBLE CONFLICTS OF INTEREST FROM EACH TRUSTEE AND OFFICER. TO THE EXTENT A TRUSTEE HAS A CONFLICT, THAT INDIVIDUAL IS NOT ALLOWED TO VOTE ON ANY ISSUE REGARDING THE ITEM IN CONFLICT. |
| FORM 990, PART VI, SECTION B, LINES 15A & 15B | PROCESS FOR DETERMINING COMPENSATION: THE UNIVERSITY COLLECTS WAGE AND BENEFIT INFORMATION ON UNIVERSITIES OF SIMILAR SIZE AND STATURE FOR THE PRESIDENT AND OTHER SELECTED OFFICER POSITIONS BASED ON THE INFORMATION IN THE SURVEYED SCHOOLS' FORM 990. THE UNIVERSITY ALSO COLLECTS ANNUAL WAGE AND COMPENSATION INFORMATION FROM THE ANNUAL COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION (CUPA) SURVEY FOR USE IN SALARY DETERMINATIONS. BASED ON THESE SURVEYS, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES APPROVES CHANGES TO THE SALARIES OF DEANS AND ABOVE. RECOMMENDED CHANGES MADE BY THE EXECUTIVE COMMITTEE TO THE PRESIDENT'S SALARY ARE REVIEWED BY THE FULL BOARD OF TRUSTEES. THE REVIEWS ARE DOCUMENTED IN THE EMPLOYEE FILES. |
| FORM 990, PART VI, SECTION C, LINE 19 | PROCESS USED TO MAKE DOCUMENTS AVAILABLE TO THE PUBLIC: THE UNIVERSITY DOES NOT MAKE AVAILABLE TO THE PUBLIC ITS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY OR ITS GOVERNING DOCUMENTS. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS: BOND SWAP GAIN $738,916 PASS-THROUGH INCOME FROM K-1 $9,435 -------------- TOTAL $748,351 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UD PROPERTY MANAGEMENT CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1845 E NORTHGATE DR | AddressLine1Txt |
| City | IRVING | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752563041 | EIN |
| Primary Activities | MANAGE APTS | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12, TYPE I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UoD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | 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 | 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 | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UD PROPERTY MANAGEMENT CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $17,717,535 | InvolvedAmt |
| Method Of Amount Determination | CASH VALUE | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART II | FormAndLineReferenceDesc |
| Explanation | RELATED TAX-EXEMPT ORGANIZATIONS: AT THE END OF FISCAL YEAR, UD PROPERTY MANAGEMENT CORPORATION WAS DISSOLVED AND IS NO LONGER RELATED TO THE FILING ORGANIZATION. | ExplanationTxt |