CONCORDIA UNIVERSITY TEXAS: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CONCORDIA UNIVERSITY TEXAS (EIN 74-1161941)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201821359349305527
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T12:27:04-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly Virchow Krause LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S 6th St 2300 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741161941 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Concordia University Texas | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONC | BusinessNameControlTxt |
| Phone | 5123133000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 Concordia University Drive | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78726 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sarah E Loghin | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 5123133000 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Troy Marine CPA | PreparerPersonNm |
| PTIN | P00187863 | PTIN |
| Phone | 6128764500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Donald Christian | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 Concordia University Drive | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78726 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $75,406,614 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 1709 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.concordia.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1926 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Providing 4 year undergraduate programs, an accelerated nursing program, master degree programs in nursing, education, and business, and a doctorate degree program in Education. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 878 | TotalEmployeeCnt |
| Total Volunteers | 417 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,593,815 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,602,342 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $50,137,800 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $52,973,571 | CYProgramServiceRevenueAmt |
| PY Investment Income | $893,030 | PYInvestmentIncomeAmt |
| CY Investment Income | $618,682 | CYInvestmentIncomeAmt |
| PY Other Revenue | $603,502 | PYOtherRevenueAmt |
| CY Other Revenue | $587,455 | CYOtherRevenueAmt |
| PY Total Revenue | $56,228,147 | PYTotalRevenueAmt |
| CY Total Revenue | $58,782,050 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $18,335,597 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $19,691,733 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,150,618 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,995,945 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,192,037 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,432,694 | PYOtherExpensesAmt |
| CY Other Expenses | $18,542,726 | CYOtherExpensesAmt |
| PY Total Expenses | $55,918,909 | PYTotalExpensesAmt |
| CY Total Expenses | $58,230,404 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $309,238 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $551,646 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $109,482,133 | TotalAssetsBOYAmt |
| Total Assets EOY | $111,421,142 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $32,099,415 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,667,220 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $77,382,718 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $79,753,922 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Providing 4 year undergraduate programs, master degree programs in nursing, education, and business, and doctorate degree program in Education. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $47,746,979 | ExpenseAmt |
| Grant | $19,691,733 | GrantAmt |
| Revenue | $53,546,602 | RevenueAmt |
| Desc | Higher Education: The University's primary purpose is to provide a four-year undergraduate program leading to a degree in various disciplines and to support these disciplines with continuing education. The University offers graduate programs leading to a masters degree in education, nursing, and business. In addition, the University offers a doctorate program leading to doctor of education degree. All expenditures relate to the educational program. (2500 Students). | Desc |
| Total Program Service Expenses | $47,746,979 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3494 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 878 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sarah Loghin Chief Financial Offic | PersonNm |
| Phone | 5123133000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 Concordia University Drive | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78726 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Jim Albers | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Christopher Bannwolf | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| James Cleary Jr | |||||||
| Board Member, Vice Chair | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Dr Theodore Crofford | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mark De Young | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Dr Mary Beth Gaertner | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Peter Hames | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Rev Kenneth Hennings | |||||||
| Board Member, Co-Chair | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Rev Nathaniel Hill | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Dr Max Kiesling | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Raymond Kym | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Dr Margaret Landwermeyer | |||||||
| Board Member, Secretary | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Heidi Lewis | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Noreen Linke | |||||||
| Board Member, Co-Chair | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Charles Requadt | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Cassie Schermbeck | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Rev Alan Taylor | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Rev Al Doering | |||||||
| Board Chair | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Donald Christian | |||||||
| President | 40.00 | $143,730 | $0 | $113,639 | Yes (X) | ||
| Kristi Kirk | |||||||
| Executive Vice President | 40.00 | $128,730 | $0 | $22,275 | Yes (X) | ||
| Elizabeth Atherton | |||||||
| Vice President | 40.00 | $130,027 | $0 | $19,160 | Yes (X) | ||
| Kathy Lauchner | |||||||
| Director - School of Nursing | 40.00 | $107,557 | $0 | $17,937 | Yes (X) | ||
| Shane Sokoll | |||||||
| Chief Strategy Officer | 40.00 | $107,743 | $0 | $19,411 | Yes (X) | ||
| Ian Varga | |||||||
| Chief Technology Officer | 40.00 | $104,438 | $0 | $21,747 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $722,225 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $214,169 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| The Learning House Inc | |||||
| 427 S 4th Street Suite 300 | Louisville | KY | 40202 | Online Course Hosting and Recruiting | $2,864,515 |
| K-12 Teachers Alliance | |||||
| 20624 Abbey Woods Court North | Frankfort | IL | 60423 | Master of Ed. Student Recruiting | $1,427,833 |
| Sodexo Inc & Affiliates | |||||
| PO BOX 536922 | Atlanta | GA | 30353 | Cafeteria Management | $1,344,435 |
| DTK Inc | |||||
| 8570 Katy Fwy Ste 114 | Houston | TX | 77024 | Custodial | $442,433 |
| Concordia University System | |||||
| 1333 S Kirkwood Rd | St Louis | MO | 63122 | Administrative Computing Support | $420,599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $70,690 | FundraisingAmt |
| Government Grants | $3,129,748 | GovernmentGrantsAmt |
| All Other Contributions | $1,401,904 | AllOtherContributionsAmt |
| Total Contributions | $4,602,342 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and fees | 611310 | $50,326,990 | $50,326,990 |
| Auxiliary Enterprises | 611710 | $2,646,581 | $2,646,581 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $52,973,571 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $533,905 | TotalRevenueColumnAmt |
| Exclusion | $533,905 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $178,472 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $164,048 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $14,424 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,424 | TotalRevenueColumnAmt |
| Exclusion | $14,424 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,516,763 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,431,986 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $84,777 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,777 | TotalRevenueColumnAmt |
| Exclusion | $84,777 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $28,530 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $70,690 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $28,530 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Other revenues | 611710 | $394,621 | $394,621 |
| Other event income | 611710 | $115,984 | $115,984 |
| FINES, PENALTIES & OTHER FEES | 611710 | $62,426 | $62,426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $573,031 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,782,050 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $53,546,602 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $633,106 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,691,733 | TotalAmt |
| Program Services | $19,691,733 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,902 | TotalAmt |
| Management And General | $113,451 | ManagementAndGeneralAmt |
| Fundraising | $113,451 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,473,722 | TotalAmt |
| Program Services | $12,205,267 | ProgramServicesAmt |
| Management And General | $2,817,191 | ManagementAndGeneralAmt |
| Fundraising | $451,264 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $968,115 | TotalAmt |
| Program Services | $678,892 | ProgramServicesAmt |
| Management And General | $252,350 | ManagementAndGeneralAmt |
| Fundraising | $36,873 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,305,746 | TotalAmt |
| Program Services | $1,651,628 | ProgramServicesAmt |
| Management And General | $550,068 | ManagementAndGeneralAmt |
| Fundraising | $104,050 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,021,460 | TotalAmt |
| Program Services | $797,747 | ProgramServicesAmt |
| Management And General | $196,076 | ManagementAndGeneralAmt |
| Fundraising | $27,637 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,579 | TotalAmt |
| Management And General | $3,579 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,715 | TotalAmt |
| Management And General | $71,715 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,184,607 | TotalAmt |
| Program Services | $4,924,327 | ProgramServicesAmt |
| Management And General | $240,317 | ManagementAndGeneralAmt |
| Fundraising | $19,963 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $761,212 | TotalAmt |
| Management And General | $761,212 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $846,231 | TotalAmt |
| Program Services | $650,739 | ProgramServicesAmt |
| Management And General | $81,796 | ManagementAndGeneralAmt |
| Fundraising | $113,696 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,118,485 | TotalAmt |
| Program Services | $649,030 | ProgramServicesAmt |
| Management And General | $387,588 | ManagementAndGeneralAmt |
| Fundraising | $81,867 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,091,499 | TotalAmt |
| Program Services | $2,173,691 | ProgramServicesAmt |
| Management And General | $847,384 | ManagementAndGeneralAmt |
| Fundraising | $70,424 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,246,137 | TotalAmt |
| Program Services | $1,078,544 | ProgramServicesAmt |
| Management And General | $95,915 | ManagementAndGeneralAmt |
| Fundraising | $71,678 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,566 | TotalAmt |
| Program Services | $170,385 | ProgramServicesAmt |
| Management And General | $15,816 | ManagementAndGeneralAmt |
| Fundraising | $19,365 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,016,611 | TotalAmt |
| Program Services | $717,100 | ProgramServicesAmt |
| Management And General | $277,549 | ManagementAndGeneralAmt |
| Fundraising | $21,962 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,431,237 | TotalAmt |
| Program Services | $1,639,736 | ProgramServicesAmt |
| Management And General | $744,024 | ManagementAndGeneralAmt |
| Fundraising | $47,477 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,249 | TotalAmt |
| Program Services | $216,721 | ProgramServicesAmt |
| Management And General | $162,891 | ManagementAndGeneralAmt |
| Fundraising | $6,637 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Food Services | $934,110 | $934,110 | ||
| Bad Debt Expense | $635,592 | $635,592 | ||
| Student Support | $311,794 | $311,794 | ||
| Other | $267,567 | $72,229 | $189,645 | $5,693 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,535 | TotalAmt |
| Management And General | $30,535 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,230,404 | TotalAmt |
| Program Services | $47,746,979 | ProgramServicesAmt |
| Management And General | $9,291,388 | ManagementAndGeneralAmt |
| Fundraising | $1,192,037 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $527,889 | BOYAmt |
| EOY | $387,902 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,999,683 | BOYAmt |
| EOY | $3,686,624 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $587,365 | BOYAmt |
| EOY | $441,882 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,012,244 | BOYAmt |
| EOY | $2,416,222 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $494,247 | BOYAmt |
| EOY | $806,380 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $100,769,071 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,802,981 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,561,096 | BOYAmt |
| EOY | $78,966,090 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,312,537 | BOYAmt |
| EOY | $19,542,897 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $856,944 | BOYAmt |
| EOY | $888,773 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,130,128 | BOYAmt |
| EOY | $4,284,372 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,482,133 | BOYAmt |
| EOY | $111,421,142 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,224,245 | BOYAmt |
| EOY | $1,225,079 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,536,500 | BOYAmt |
| EOY | $2,167,029 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,314,724 | BOYAmt |
| EOY | $28,238,930 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,946 | BOYAmt |
| EOY | $36,182 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,099,415 | BOYAmt |
| EOY | $31,667,220 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,352,638 | BOYAmt |
| EOY | $55,847,297 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,515,887 | BOYAmt |
| EOY | $5,029,692 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,514,193 | BOYAmt |
| EOY | $18,876,933 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,382,718 | BOYAmt |
| EOY | $79,753,922 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,482,133 | BOYAmt |
| EOY | $111,421,142 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $551,646 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,685,578 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $133,980 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 250.00 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 350.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $40,484 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,082,156 | BeginningYearBalanceAmt |
| Contributions | $244,292 | ContributionsAmt |
| Investment Earnings Or Losses | $1,930,923 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $506,968 | GrantsOrScholarshipsAmt |
| Other Expenditures | $40,936 | OtherExpendituresAmt |
| End Year Balance | $20,709,467 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,909,120 | BeginningYearBalanceAmt |
| Contributions | $279,145 | ContributionsAmt |
| Investment Earnings Or Losses | -$255,815 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $689,604 | GrantsOrScholarshipsAmt |
| Other Expenditures | $160,690 | OtherExpendituresAmt |
| End Year Balance | $19,082,156 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,285,126 | BeginningYearBalanceAmt |
| Contributions | $211,958 | ContributionsAmt |
| Investment Earnings Or Losses | $341,539 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $852,893 | GrantsOrScholarshipsAmt |
| Other Expenditures | $76,610 | OtherExpendituresAmt |
| End Year Balance | $19,909,120 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,613,051 | BeginningYearBalanceAmt |
| Contributions | $845,561 | ContributionsAmt |
| Investment Earnings Or Losses | $2,265,346 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $359,771 | GrantsOrScholarshipsAmt |
| Other Expenditures | $79,061 | OtherExpendituresAmt |
| End Year Balance | $20,285,126 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,566,917 | BeginningYearBalanceAmt |
| Contributions | $253,757 | ContributionsAmt |
| Investment Earnings Or Losses | $1,441,498 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $609,561 | GrantsOrScholarshipsAmt |
| Other Expenditures | $39,560 | OtherExpendituresAmt |
| End Year Balance | $17,613,051 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,785,000 | OtherCostOrOtherBasisAmt |
| Book Value | $20,785,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $69,391,234 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,828,110 | DepreciationAmt |
| Book Value | $55,563,124 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,777,620 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,211,655 | DepreciationAmt |
| Book Value | $565,965 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,815,217 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,763,216 | DepreciationAmt |
| Book Value | $2,052,001 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $78,966,090 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $41,102,453 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,685,578 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $326,558 | OtherRevenueAmt |
| Revenue Not Reported | $2,012,136 | RevenueNotReportedAmt |
| Revenue Subtotal | $39,090,317 | RevenueSubtotalAmt |
| Other Revenues Not Included | $19,691,733 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $19,691,733 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $58,782,050 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $38,731,249 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $192,578 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $192,578 | ExpensesNotReportedAmt |
| Expenses Subtotal | $38,538,671 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $19,691,733 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $19,691,733 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $58,230,404 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part II, Line 9: | The University includes the historical value of the conservation easement in Property, Plant and Equipment on its financial statements. The expenses for maintaining the easement, paid to Travis County, are included in Institutional expenses. |
| Part III, Line 1a: | The University's collections are made up of artifacts of historical significance that are held for educational, research and scientific curatorial purposes. The University's collections are not recognized as assets on the statements of financial position and contributions of collections are not reflected in the statements of activities. |
| Part III, Line 4: | THE UNIVERSITY'S COLLECTIONS ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENTS OF FINANCIAL POSITION AND CONTRIBUTIONS OF COLLECTIONS ARE NOT REFLECTED IN THE STATEMENTS OF ACTIVITIES. |
| Part IV, Line 2b: | THE UNIVERSITY HOLDS FUNDS FOR VARIOUS STUDENT ORGANIZATIONS IN AN AGENCY TYPE ARRANGEMENT. |
| Part V, Line 4: | The University's endowments consists of approximately 300 individual funds established for a variety of purposes. Majority of the earnings are used to provide scholarships to students attending the University. A small percentage of the earnings is used for operational support and expenses. |
| Part X, Line 2: | THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2017 AND 2016. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AUTHORITIES. |
| Part XI, Line 2d - Other Adjustments: | Direct Rental Expenses 164,048. Change in Value of Split Interest Agreements 29,203. Change in value of beneficial interest in perp. Trust 104,777. Direct Fundraising Expenses 28,530. |
| Part XI, Line 4b - Other Adjustments: | Scholarships and grants 19,691,733. |
| Part XII, Line 2d - Other Adjustments: | Direct Rental Expenses 164,048. Direct Fundraising Expenses 28,530. |
| Part XII, Line 4b - Other Adjustments: | SCHOLARSHIPS AND GRANTS 19,691,733. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | CONCORDIA PUBLICIZES ITS NONDISCRIMINATORY POLICY ANNUALLY IN THE LOCAL NEWSPAPER "AUSTIN AMERICAN STATESMAN AND "FOUR POINT NEWS", WHICH STATES "CONCORDIA UNIVERSITY TEXAS ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE COLLEGE OR UNIVERSITY. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL, AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSIONS POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND ATHLETIC AND OTHER COLLEGE OR UNIVERSITY-ADMINISTERED PROGRAMS." |
| Schedule E, Part I, Line 6 | STUDENTS INTERESTED IN APPLYING FOR FINANCIAL ASSISTANCE MUST SUBMIT A FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) AND CONCORDIA'S APPLICATION FOR FINANCIAL AID. CHURCH-WORK STUDENTS MUST ALSO COMPLETE A DECLARATION OF INTENT FROM THEIR HOME CHURCH. WHEN ALL REQUIRED FORMS HAVE BEEN RECEIVED IN THE OFFICE OF STUDENT FINANCIAL SERVICES, THE STUDENT'S ELIGIBILITY IS COMPUTED BASED ON A FORMULA ARRIVING AT A CONTRIBUTION TO BE MADE BY THE FAMILY AND THE STUDENT TOWARDS EDUCATIONAL COSTS. AN AWARD PACKAGE IS THEN CONSTRUCTED BY THE OFFICE OF STUDENT FINANCIAL SERVICES THROUGH COMBINATIONS OF SCHOLARSHIPS, GRANTS, LOANS, AND WORK STUDY PROGRAMS AND IN ACCORDANCE WITH FEDERAL, STATE INSTITUTIONAL AND DONOR REQUIREMENTS. ELIGIBILITY FOR FINANCIAL ASSISTANCE REQUIRES THAT A STUDENT BE ACCEPTED FOR ADMISSION AND MAINTAIN SATISFACTORY ACADEMIC PROGRESS ACCORDING TO THE STANDARDS FOR SATISFACTORY ACADEMIC PROGRESS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BASEBALL GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $99,220 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $70,690 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $28,530 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $28,530 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $99,220 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $70,690 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $28,530 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $28,530 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $28,530 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| State grants - TEG (Tuition Equalization Grant) Texas Higher Education | 772 | $2,846,261 |
| Federal grants - FSEOG Grants provided to students as scholarships | 165 | $205,286 |
| Scholarships funded by gifts and/or endowment earnings from various donors. | 91 | $820,589 |
| Scholarships funded by Concordia's operating budget | 1525 | $15,819,597 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | STUDENTS INTERESTED IN APPLYING FOR FINANCIAL ASSISTANCE MUST SUBMIT A FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) AND CONCORDIA'S APPLICATION FOR FINANCIAL AID. CHURCH-WORK STUDENTS MUST ALSO COMPLETE A DECLARATION OF INTENT FROM THEIR HOME CHURCH. WHEN ALL REQUIRED FORMS HAVE BEEN RECEIVED IN THE OFFICE OF STUDENT FINANCIAL SERVICES (SFS), SFS COMPUTES THE STUDENT'S ESTIMATED FAMILY CONTRIBUTION (EFC) AND COMPILES AN AWARD PACKAGE OF SCHOLARSHIPS, GRANTS, LOANS AND WORK STUDY PROGRAMS. ELIGIBILITY FOR FINANCIAL ASSISTANCE REQUIRES THAT A STUDENT BE ACCEPTED FOR ADMISSION OR ENROLLED AND MAINTAIN SATISFACTORY ACADEMIC PROGRESS ACCORDING TO ESTABLISHED STANDARDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Donald Christian | ||||||||||||||
| President | $143,730 | $0 | $0 | $0 | $0 | $0 | $21,340 | $0 | $92,299 | $0 | $257,369 | $0 | $0 | $0 |
| Kristi Kirk | ||||||||||||||
| Executive Vice President | $128,730 | $0 | $0 | $0 | $0 | $0 | $11,310 | $0 | $10,965 | $0 | $151,005 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | CONCORDIA UNIVERSITY TEXAS PROVIDES TRAVEL FOR SPOUSES OF EXECUTIVES WHEN THEIR PRESENCE IS DEEMED NECESSARY AND ADVANTAGEOUS TO THE UNIVERSITY. THE UNIVERSITY ALSO MAINTAINS A MEMBERSHIP TO THE HEADLINERS CLUB, FOR USE BY THE PRESIDENT AND OTHER EXECUTIVES CONDUCTING BUSINESS. HOUSING IS PROVIDED TO THE PRESIDENT, DONALD CHRISTIAN. THE VALUE OF THE HOUSING IS REFLECTED IN HIS COMPENSATION INFORMATION. | 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 | TRINITY HIGHER EDUCATION FACILITIES CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 742857169 | BondIssuerEIN |
| Bond Issued | 2013-10-01 | BondIssuedDt |
| Issue Price | $32,797,963 | IssuePriceAmt |
| Purpose | REFINANCE PRIOR BOND | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $3,483,239 | RetiredAmt |
| Total Proceeds | $32,797,963 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $150,308 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $32,797,963 | OtherSpentProceedsAmt |
| Substantial Completion | 2013 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Date Rebate Computation Performed | FormAndLineReferenceDesc |
| Explanation | Issuer Name: TRINITY HIGHER EDUCATION FACILITIES CORPORATION Date the Rebate Computation was Performed: 12/27/2013 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, line 2 | The University started an Accelerated Bachelor of Science in Nursing Program at the end of FY2017. |
| Form 990, Part VI, Section A, line 8b | Minutes are not available for sub-committees of the Board of Regents. |
| Form 990, Part VI, Section B, line 11b | The Form 990 is presented for review to the Board of Regents' Finance Committee Chair, who shares highlights of the Form 990 with the other Board members as applicable. |
| Form 990, Part VI, Section B, line 12c | The University requests and verifies that it has a signed conflict of interest statement when an employee is hired. Statements are also collected annually from Board members and key employees and receipt is verified. |
| Form 990, Part VI, Section B, line 15 | During the November meeting, Concordia's Board of Regents does an annual performance appraisal of the President/CEO. The Board votes on and approves the applicable raise amount after it reviews the salary amounts against comparable institutions as noted on the CUPA survey and other comparable data. The Board is not paid so no salary review is deemed necessary. |
| Form 990, Part VI, Section C, line 19 | The Form 990 tax return is provided upon request or through the guidestar.org website, which contains financial and governing information. General information is available to the public through the website www.concordia.edu. Additional information may be provided upon written request. |
| Form 990, Part XI, line 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 29,203. Change in value of beneficial interest in perp. Trust 104,777. |
| Form 990, part XII, line 2c: | No change from prior year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Concordia University Texas Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 Concordia University Dr | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78726 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273255819 | EIN |
| Primary Activities | Support COncordia University Texas | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 12a, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Concordia University Texas | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| CHARITABLE REMAINDER UNITRUSTS (11) | ||||
| Trust | TX | N/A | T | 0 |
| Insurance Trust (1) | ||||
| Trust | TX | N/A | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |