MCMURRY UNIVERSITY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MCMURRY UNIVERSITY (EIN 75-0855633)
- Tax period
- 2016-06-01 to 2017-05-31
- Filed
- 2017-10-16
- IRS object ID
- 201722899349301422
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-16T12:28:23-07:00 | ReturnTs |
| Tax Period End | 2017-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Davis Kinard & Co PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 Pine St Ste 600 | AddressLine1Txt |
| City | Abilene | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750855633 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McMurry University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCMU | BusinessNameControlTxt |
| Phone | 3257933821 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 McMurry University 308 | AddressLine1Txt |
| City | Abilene | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79697 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lisa Love Williams | PersonNm |
| Person Title | VP Finance & Admin. | PersonTitleTxt |
| Signature | 2017-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | L Diane Terrell CPA | PreparerPersonNm |
| PTIN | P00282197 | PTIN |
| Phone | 3256724000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $77,213,258 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mcu.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1923 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | To provide a Christian liberal arts and professional education that prepares students for a fulfilling life of leadership and service. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 617 | TotalEmployeeCnt |
| Total Volunteers | 41 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $6,516,708 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,874,841 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $26,402,796 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $27,445,602 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,707,734 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,814,139 | CYInvestmentIncomeAmt |
| PY Other Revenue | $262,824 | PYOtherRevenueAmt |
| CY Other Revenue | $359,436 | CYOtherRevenueAmt |
| PY Total Revenue | $34,890,062 | PYTotalRevenueAmt |
| CY Total Revenue | $35,494,018 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,085,066 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,268,525 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,499,769 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,566,241 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $171,861 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,493,118 | PYOtherExpensesAmt |
| CY Other Expenses | $10,520,033 | CYOtherExpensesAmt |
| PY Total Expenses | $32,077,953 | PYTotalExpensesAmt |
| CY Total Expenses | $33,354,799 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,812,109 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,139,219 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $117,894,190 | TotalAssetsBOYAmt |
| Total Assets EOY | $124,652,989 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,148,698 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,520,243 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $108,745,492 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $116,132,746 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To provide a Christian liberal arts and professional education that prepares students for a fulfilling life of leadership and service. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $21,406,918 | ExpenseAmt |
| Grant | $10,268,525 | GrantAmt |
| Revenue | $24,801,261 | RevenueAmt |
| Desc | McMurry University was founded in 1923 by the United Methodist Church. During the 2016-2017 year, the University challenges students to grow academically and socially with 45 academic majors and 40 academic, social and service organizations. Also offered to our approximately 1,080 racially and ethnically diverse students are pre-professional programs in medicine, dentistry, engineering, law, pharmacy and physical therapy along with a master of science in nursing in education or family nurse practitioner. The University is proud to offer a low student to faculty ratio of 13 to 1, average class size of 16 and does not use teaching assistants in the classrooms. Students can explore international culture by participating in an active national and international Model UN program and annual travel abroad educational programs. Also available to students is a student-run art gallery and artwork owned by the University appraised at $164K. The School of Business has recently received a ten million dollar endowment and business students at McMurry can participate in managing a one million dollar investment fund. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,352,040 | ExpenseAmt |
| Revenue | $2,245,917 | RevenueAmt |
| Desc | In addition to educating students the University offers on campus housing and dining services as auxiliary services. Dining options include three robust meal plans offering students cook to order menu items, various commuter plans and three retail options. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,062,420 | ExpenseAmt |
| Revenue | $398,424 | RevenueAmt |
| Desc | The University offers athletic programs with a mission to make personal investments in the lives of all scholar-athletes and use the intercollegiate athletics experience to develop champions for life. The athletic program core values are Responsibility, Integrity, Service and Excellence. The University also offers assistance with student aid as well as fostering relationships with alumni, which benefit our students. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $29,821,378 | 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 | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | 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 | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1472 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 617 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lisa Love Williams | PersonNm |
| Phone | 3257933821 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 McMurry University 308 | AddressLine1Txt |
| City | Abilene | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79697 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 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 |
|---|---|---|---|---|---|---|---|---|
| Sandy Maddox | ||||||||
| Secretary | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Rick Quy | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JoLisa Hoover | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard Edwards | ||||||||
| Trusteeship Chr | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Bishop Earl Bledsoe | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Sara Graham | ||||||||
| Trustee | 5.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Girvin Harkins | ||||||||
| Trustee | 3.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Sandra Harper | ||||||||
| President | 60.00 | 0.00 | Yes (X) | Yes (X) | $280,000 | $0 | $12,609 | |
| John Hendrick | ||||||||
| Treasurer | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Carl Hubbard | ||||||||
| Trustee | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Melody Hunt | ||||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Austin Pittman | ||||||||
| Past Chairman | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Steve Sundby | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| David Shoup | ||||||||
| 2nd Vice Chair | 2.75 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Rick Stivers | ||||||||
| 1st Vice Chair | 1.75 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Lynn Yearwood | ||||||||
| Chair | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Bill Caffey | ||||||||
| Trustee | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Hope Harmon | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Lisa Chavez | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Rev George Price | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jim Hunt | ||||||||
| VP Acad Affairs | 40.00 | 0.00 | Yes (X) | $168,300 | $0 | $7,023 | ||
| Lisa Love Williams | ||||||||
| VP Finance &Adm | 40.00 | 0.00 | Yes (X) | $120,000 | $0 | $12,561 | ||
| Sam Ferguson | ||||||||
| Athletics Dir | 40.00 | 0.00 | Yes (X) | $94,450 | $0 | $5,048 | ||
| David Heringer | ||||||||
| VP Enroll Mgmt | 40.00 | 0.00 | Yes (X) | $153,300 | $0 | $17,671 | ||
| Debra Hulse-Bowles | ||||||||
| VP Instit Adv | 40.00 | 0.00 | Yes (X) | $152,150 | $0 | $10,005 | ||
| Jeff Lust | ||||||||
| Dir Rel & Chap | 40.00 | 0.00 | Yes (X) | $83,820 | $0 | $9,565 | ||
| Paul Mason | ||||||||
| Dean- Business | 40.00 | 0.00 | $133,654 | $0 | $14,353 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,185,674 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $88,835 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Pioneer College Caterers | |||||
| 25055 West Valley Parkway Ste 120 | Olathe | KS | 66061 | Food Services | $1,081,970 |
| Hardin-Simmons University | |||||
| HSU Box 16020 | Abilene | TX | 79698 | Nursing Tuition | $646,010 |
| DATROO Technologies LLc | |||||
| 1292 N 1st St | Abilene | TX | 79601 | Computer Technology | $550,402 |
| McMurry Residence Partnership | |||||
| McM Box 627 | Abilene | TX | 79697 | Housing | $967,942 |
| National Management Resources Corporation | |||||
| 113 Corporate Park E | LaGrange | GA | 30241 | Campus Maintenance | $653,101 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $263,962 | GovernmentGrantsAmt |
| All Other Contributions | $5,610,879 | AllOtherContributionsAmt |
| Noncash Contributions | $206,019 | NoncashContributionsAmt |
| Total Contributions | $5,874,841 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and Fees | 611600 | $24,801,261 | $24,801,261 |
| Auxiliary Enterprises | 611710 | $2,245,917 | $2,245,917 |
| Other Revenues | 611710 | $221,842 | $221,842 |
| Athletic Events | 611710 | $176,582 | $176,582 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $27,445,602 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,945,589 | TotalRevenueColumnAmt |
| Exclusion | $1,945,589 | 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 | $335,317 | TotalRevenueColumnAmt |
| Exclusion | $335,317 | ExclusionAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,569,227 | SecuritiesAmt |
| Other | $6,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,565,816 | SecuritiesAmt |
| Other | $141,361 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,411 | SecuritiesAmt |
| Other | -$134,861 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$131,450 | TotalRevenueColumnAmt |
| Exclusion | -$131,450 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $36,182 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $12,063 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,119 | TotalRevenueColumnAmt |
| Exclusion | $24,119 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,494,018 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,445,602 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,173,575 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,268,525 | TotalAmt |
| Program Services | $10,268,525 | 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 | $1,126,502 | TotalAmt |
| Management And General | $1,126,502 | ManagementAndGeneralAmt |
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 | $9,466,110 | TotalAmt |
| Program Services | $8,958,475 | ProgramServicesAmt |
| Management And General | $507,635 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,113 | TotalAmt |
| Program Services | $214,865 | ProgramServicesAmt |
| Management And General | $56,248 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $962,678 | TotalAmt |
| Program Services | $948,631 | ProgramServicesAmt |
| Management And General | $14,047 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $739,838 | TotalAmt |
| Program Services | $632,631 | ProgramServicesAmt |
| Management And General | $107,207 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,254 | TotalAmt |
| Management And General | $42,254 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,000 | TotalAmt |
| Management And General | $42,000 | 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 | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,648,916 | TotalAmt |
| Program Services | $1,581,147 | ProgramServicesAmt |
| Management And General | $67,769 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,955 | TotalAmt |
| Program Services | $177,353 | ProgramServicesAmt |
| Management And General | $7,602 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,886,010 | TotalAmt |
| Program Services | $1,754,579 | ProgramServicesAmt |
| Management And General | $131,431 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,430 | TotalAmt |
| Program Services | $232,466 | ProgramServicesAmt |
| Management And General | $9,964 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Program Expenses | $6,251,917 | $4,874,500 | $1,205,556 | $171,861 |
| Equipment Lease | $141,008 | $135,213 | $5,795 | |
| Telephone | $35,708 | $35,708 | ||
| Property Taxes | $31,826 | $30,518 | $1,308 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,009 | TotalAmt |
| Program Services | $12,475 | ProgramServicesAmt |
| Management And General | $534 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,354,799 | TotalAmt |
| Program Services | $29,821,378 | ProgramServicesAmt |
| Management And General | $3,361,560 | ManagementAndGeneralAmt |
| Fundraising | $171,861 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,447 | BOYAmt |
| EOY | $7,700 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,227,330 | BOYAmt |
| EOY | $5,482,348 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,982,344 | BOYAmt |
| EOY | $1,649,985 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,739,605 | BOYAmt |
| EOY | $2,415,995 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,390 | BOYAmt |
| EOY | $9,430 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $737,342 | BOYAmt |
| EOY | $705,148 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $76,383,712 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,758,303 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,105,032 | BOYAmt |
| EOY | $31,625,409 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,334,376 | BOYAmt |
| EOY | $46,601,791 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,102,194 | BOYAmt |
| EOY | $6,872,695 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,648,130 | BOYAmt |
| EOY | $29,282,488 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,894,190 | BOYAmt |
| EOY | $124,652,989 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,360,548 | BOYAmt |
| EOY | $2,699,544 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $447,734 | BOYAmt |
| EOY | $375,621 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,460,351 | BOYAmt |
| EOY | $2,708,468 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,880,065 | BOYAmt |
| EOY | $2,736,610 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,148,698 | BOYAmt |
| EOY | $8,520,243 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,869,199 | BOYAmt |
| EOY | $32,670,038 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,939,187 | BOYAmt |
| EOY | $13,099,293 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,937,106 | BOYAmt |
| EOY | $70,363,415 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,745,492 | BOYAmt |
| EOY | $116,132,746 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,894,190 | BOYAmt |
| EOY | $124,652,989 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,139,219 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,237,038 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,010,997 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,722,599 | BeginningYearBalanceAmt |
| Contributions | $3,924,133 | ContributionsAmt |
| Investment Earnings Or Losses | $5,447,974 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,915,903 | OtherExpendituresAmt |
| End Year Balance | $54,178,803 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,751,882 | BeginningYearBalanceAmt |
| Contributions | $3,586,495 | ContributionsAmt |
| Investment Earnings Or Losses | -$876,372 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,739,406 | OtherExpendituresAmt |
| End Year Balance | $47,722,599 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,622,227 | BeginningYearBalanceAmt |
| Contributions | $454,335 | ContributionsAmt |
| Investment Earnings Or Losses | $3,797,910 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,122,590 | OtherExpendituresAmt |
| End Year Balance | $47,751,882 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,254,219 | BeginningYearBalanceAmt |
| Contributions | $1,150,061 | ContributionsAmt |
| Investment Earnings Or Losses | $6,111,240 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,893,293 | OtherExpendituresAmt |
| End Year Balance | $46,622,227 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,125,191 | BeginningYearBalanceAmt |
| Contributions | $549,532 | ContributionsAmt |
| Investment Earnings Or Losses | $6,803,922 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,224,426 | OtherExpendituresAmt |
| End Year Balance | $42,254,219 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01383 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.75889 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22728 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,486,416 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,411,820 | DepreciationAmt |
| Book Value | $25,074,596 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,670,279 | OtherCostOrOtherBasisAmt |
| Depreciation | $805,205 | DepreciationAmt |
| Book Value | $2,865,074 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,636,799 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,541,278 | DepreciationAmt |
| Book Value | $3,095,521 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $590,218 | OtherCostOrOtherBasisAmt |
| Book Value | $590,218 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $31,625,409 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $6,872,695 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Beneficial interest | Desc |
| Book Value | $29,282,488 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $29,282,488 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Post Retirement Benefit Obligation | $1,975,184 |
| Due to Federal Government | $761,426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,736,610 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $21,623,879 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $21,623,879 | RevenueSubtotalAmt |
| Other Revenues Not Included | $13,870,139 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $13,870,139 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $35,494,018 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $23,303,732 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $23,303,732 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $10,051,067 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $10,051,067 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $33,354,799 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | The endowed funds are used to support the educational programs provided by the university and to provide scholarships to current and future students of the university. |
| Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S | Discounts $8590374 Funded Scholarships $1460693 Realized gain on investments $3411 Contribution to Endowment $3815661 |
| Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Discounts $8590374 Funded Scholarships $1460693 |
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 (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental Agency | Explanation of government financial aid: The university receives support through the department of education that is used for student financial assistance. |
| Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized | The university publishes its nondiscriminatory policy in the university catalog. |
| Schedule E, Line 4 - Explanation of Records and Materials Not Maintained | |
| Schedule E, Line 5 - Explanation of Organization Discrimination by Race |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf Tournament Jimmy Pierce | Event1Nm |
| Gross Receipts Event1 | $36,182 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $36,182 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $7,924 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,263 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,876 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $36,182 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $36,182 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,924 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,263 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,876 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $12,063 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $24,119 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 923 | RecipientCnt |
| Cash Grant | $10,002,402 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | Scholarships are provided to students based on specific criteria established by student financial services in regards to eligibility, student selection and requirements of the scholarship. Each scholarship recipient will be monitored by the University to confirm that they have satisfied all scholarship requirements. The actual scholarships are credited to the students tuition bills. No scholarships are awarded directly to the student. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| 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 |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| Sandra Harper | ||||
| President | $280,000 | $11,200 | $1,409 | $292,609 |
| Jim Hunt | ||||
| VP Acad Affairs | $168,300 | $6,732 | $291 | $175,323 |
| David Heringer | ||||
| VP Enroll Mgmt | $153,300 | $6,132 | $11,539 | $170,971 |
| Debra Hulse-Bowles | ||||
| VP Instit Adv | $152,150 | $6,086 | $3,919 | $162,155 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a: Relevant information in regards to selections on 1a. | |
| Part I, Line 1b: Reason for not following policy regarding payment provisions for expenses | It is very common for Universities to provide the University President health or country club dues. This is considered part of the president's compensation. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $300 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $200,283 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Meals, various furniture | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,436 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | Management will present a copy of the Form 990 to the board for discussion, review, and approval prior to filing. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The conflict of interest policy is reviewed annually during the October board meeting. All trustees are required to be familiar with the policy and disclose any possible conflict of interest to the entire board at the earliest practical time. The trustee shall absent themselves from discussions of and abstain from voting on matters in which they may have a possible conflict of interest. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The board of trustees used comparative pay data when setting the compensation of the officers of the University when hired. After the officers are hired, increases to their pay are determined based on the University's budget and the percentage increase paid other University employees. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The board of trustees used comparative pay data when setting the compensation of the officers of the University when hired. After the officers are hired, increases to their pay are determined based on the University's budget and the percentage increase paid other University employees. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The University will make available to any student, faculty member, alumni, or other interested person a copy of the University's governing documents, conflict of interest policy, and financial statements. These documents are available for viewing at the University's campus in Abilene, TX. |
| Other Changes In Net Assets Or Fund Balances - Other Increases | CHANGE IN SPLIT INTEREST AGREEMENTS = $1607947 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Postretirement benefit changes = -$596950 |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Betty Jo Mowry Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | McMurry Station Box 308 | AddressLine1Txt |
| City | Abilene | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79697 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751997720 | EIN |
| Primary Activities | Oil & Gas Mining and Extraction | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C Corp | EntityTypeTxt |
| Share Of Total Income | $60,926 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $8,717 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| 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 | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Betty Jo Mowry Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | d | TransactionTypeTxt |
| Involved | $266,500 | InvolvedAmt |
| Method Of Amount Determination | Cost | MethodOfAmountDeterminationTxt |