TEXAS WESLEYAN UNIVERSITY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS WESLEYAN UNIVERSITY (EIN 75-0800691)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2015-04-15
- IRS object ID
- 201531059349300523
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-15T11:18:09-05:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 Post Oak Blvd Ste 3200 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77056 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750800691 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Texas Wesleyan University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KAREN MONTGOMERY | InCareOfNm |
| Business Name Control | TEXA | BusinessNameControlTxt |
| Phone | 8175316571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Wesleyan St | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Fort Worth | City |
| State | TX | State |
| ZIP Code | 76105 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDERICK G SLABACH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8175316571 | PhoneNum |
| Signature | 2015-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | M Paige Gerich | PreparerPersonNm |
| PTIN | P00226776 | PTIN |
| Phone | 8175316571 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FREDERICK G SLABACH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 WESLEYAN ST | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $144,532,528 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.txwes.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1890 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TEXAS WESLEYAN UNIVERSITY, FOUNDED IN 1890 in fort worth, is a united methodist institution with a tradition in the liberal arts and sciences (continued on schedule o) | ActivityOrMissionDesc |
| Voting Members Governing Body | 45 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 42 | VotingMembersIndependentCnt |
| Total Employee | 1111 | TotalEmployeeCnt |
| Total Volunteers | 39 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,606,587 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,377,139 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $66,946,811 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $51,808,405 | CYProgramServiceRevenueAmt |
| PY Investment Income | $600,295 | PYInvestmentIncomeAmt |
| CY Investment Income | $41,137,592 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,874,287 | PYOtherRevenueAmt |
| CY Other Revenue | $5,064,936 | CYOtherRevenueAmt |
| PY Total Revenue | $75,027,980 | PYTotalRevenueAmt |
| CY Total Revenue | $103,388,072 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,387,286 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,309,205 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $36,710,970 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $29,232,032 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,359,562 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,156,754 | PYOtherExpensesAmt |
| CY Other Expenses | $20,368,217 | CYOtherExpensesAmt |
| PY Total Expenses | $71,255,010 | PYTotalExpensesAmt |
| CY Total Expenses | $58,909,454 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,772,970 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $44,478,618 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $103,768,154 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,506,689 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,653,489 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,889,697 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $68,114,665 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $111,616,992 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Texas Wesleyan University, founded in 1890 in Fort Worth, is a United Methodist institution with a tradition in the liberal arts and sciences with professional and career preparation. Our mission at Texas Wesleyan University is to develop students to their full potential as individuals and as members of the world community. The University is committed to the principles that each student deserves personal attention and that all members of the academic community must have freedom to pursue independent thought and to exercise intellectual curiosity. The University actively seeks and employs faculty and staff with commitment and dedication to teaching, inspiring, and serving students. Texas Wesleyan University recognizes its responsibility to the community by providing leadership and talent through programs that enable and enrich society. The University endeavors to create a learning environment where each student is provided an opportunity to pursue individual excellence, to think clearly | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $30,954,706 | ExpenseAmt |
| Grant | $9,309,205 | GrantAmt |
| Revenue | $51,403,451 | RevenueAmt |
| Desc | INSTRUCTION: TEXAS WESLEYAN UNIVERSITY OFFERS UNDERGRADUATE DEGREES IN THE SCHOOLS OF BUSINESS, ARTS & LETTERS, EDUCATION, AND NATURAL AND SOCIAL SCIENCES. THE UNIVERSITY ADDED GRADUATE PROGRAMS IN EDUCATION IN THE 1970'S AND IN NURSE ANESTHESIA IN THE 1980'S. THE LAW SCHOOL OPENED IN 1990. BEGINNING IN 2007, THE UNIVERSITY OFFERS A DOCTORATE OF NURSE ANESTHESIA PRACTICE AND BEGINNING IN 2008 A DOCTORATE IN EDUCATION. THE UNIVERSITY OFFERS AN HONORS CURRICULUM AS WELL AS A PREPROFESSIONAL PROGRAM. ENDOWED FUNDS SUPPORT MANY ACADEMIC PROGRAMS BEYOND THE CLASSROOM. NUMEROUS STUDY ABROAD PROGRAMS ARE OFFERED THROUGHOUT THE YEAR WHICH COMBINE CLASSROOM LEARNING WITH A ONE TO TWO WEEK TRAVEL EXPERIENCE. OFFICIAL ENROLLMENT FOR THE FALL 2013 TERM INCLUDED 1,724 UNDERGRADUATE STUDENTS (FULL-TIME AND PART-TIME) AND 673 GRADUATE AND PROFESSIONAL STUDENTS FOR A TOTAL OF 2,397. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,879,653 | ExpenseAmt |
| Desc | STUDENT SERVICES AND ACADEMIC SUPPORT: THE UNIVERSITY PROVIDES NUMEROUS SUPPORT SERVICES INCLUDING AN ACADEMIC SUCCESS CENTER, CAREER SERVICE CENTER, ADVISING CENTER, FRESHMAN EXPERIENCE PROGRAM, INTERNATIONAL PROGRAMS, COUNSELING, AND THE CENTER FOr EXCELLENCE IN TEACHING AND LEARNING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,467,922 | ExpenseAmt |
| Revenue | $2,915,177 | RevenueAmt |
| Desc | HOUSING AND RESIDENT LIFE: THE UNIVERSITY OFFERS BOTH DORMITORY FACILITIES AS WELL AS THE WEST VILLAGE WHICH IS STYLED TOWARD AN APARTMENT TYPE LIVING ARRANGEMENT. THE MORTON FITNESS CENTER PROVIDES A FULL SERVICE FITNESS FACILITY OFFERING NUMEROUS FITNESS CLASSES. THE UNIVERSITY IS FORTUNATE TO HAVE A STRONG STUDENT GOVERNMENT ORGANIZATION UNITING 23 STUDENT ORGANIZATIONS. ALTHOUGH A MAJORITY OF THE STUDENTS COMMUTE TO CAMPUS, THERE REMAINS A CONCERTED EFFORT TO SUPPORT RESIDENTIAL STUDENTS, ESPECIALLY INTERNATIONAL STUDENTS AND STUDENT ATHLETES, WITH A VIBRANT CAMPUS LIFE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $44,302,281 | 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 | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | Yes (true) | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 184 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1111 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 45 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 42 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | 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 | false | 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 | KAREN MONTGOMERY | PersonNm |
| Phone | 8175316579 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 WESLEYAN ST | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76105 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (59 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Dan Boulware | |||||||||
| secretary | 5.0 | 0.0 | Yes (X) | Yes (X) | |||||
| Roy C Brooks | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| tim bruster | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| tim carter | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| jerry chism | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| pat evans | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| janie faris | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | $3,400 | |||||
| jan fersing | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | $9,361 | |||||
| glen hahn | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| kathleen hicks | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| kenneth jones | |||||||||
| chairman | 5.0 | 0.0 | Yes (X) | Yes (X) | |||||
| robert lansford | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| george f leone | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| glenn o lewis | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| thomas r locke | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| j michael lowry | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| louella martin | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| charles millikan | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| john r murphey | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| david parker | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | $2,800 | |||||
| greg phillips | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| norma roby | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | $8,329 | |||||
| nick sholars | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| anne street | |||||||||
| past chair | 2.0 | 0.0 | Yes (X) | Yes (X) | $1,905 | ||||
| jeffrey a smith | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| lamar smith | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| claudia stepp | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| vickie stevens | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| gary terry | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| rice m tilley jr | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| anthony vinson | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| beverly volkman-powell | |||||||||
| vice chairman | 5.0 | 0.0 | Yes (X) | Yes (X) | |||||
| mark walker | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| max m wayman | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| john maddux | |||||||||
| trustee/chairman's council | 2.0 | 0.0 | Yes (X) | $7,361 | |||||
| judson cramer | |||||||||
| trustee/chairman's council | 0.0 | 0.0 | Yes (X) | ||||||
| gary cumbie | |||||||||
| trustee/chairman's council | 0.0 | 0.0 | Yes (X) | ||||||
| loren hanson | |||||||||
| trustee/chairman's council | 0.0 | 0.0 | Yes (X) | ||||||
| james nichols | |||||||||
| trustee/chairman's council | 0.0 | 0.0 | Yes (X) | ||||||
| lowell smith | |||||||||
| trustee/chairman's council | 0.0 | 0.0 | Yes (X) | ||||||
| brodie hyde ii | |||||||||
| trustee/chairman's council | 0.0 | 0.0 | Yes (X) | ||||||
| James Dubose | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Tompie Hall | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | ||||||
| J Roy Lowry | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark Ma | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| michael williams | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| Jerry Wood | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | ||||||
| frederick g slabach | |||||||||
| president | 40.0 | 0.0 | Yes (X) | $308,930 | $0 | $26,580 | |||
| pati alexander | |||||||||
| vp enrollment & student svcs | 40.0 | 0.0 | Yes (X) | $124,853 | $0 | $11,462 | |||
| joan canty | |||||||||
| vp advancement | 40.0 | 0.0 | Yes (X) | $132,064 | $0 | $5,071 | |||
| allen henderson | |||||||||
| provost & senior vp | 40.0 | 0.0 | Yes (X) | $148,304 | $0 | $18,449 | |||
| karen l montgomery | |||||||||
| vp finance & admin | 40.0 | Yes (X) | $158,975 | $0 | $12,037 | ||||
| john veilleux | |||||||||
| vp marketing & communication | 40.0 | 0.0 | Yes (X) | $161,187 | $0 | $11,575 | |||
| debra maloy | |||||||||
| director of gpna | 40.0 | 0.0 | $188,412 | $0 | $10,174 | Yes (X) | |||
| paul austin | |||||||||
| professor - nurse anesthesia | 40.0 | 0.0 | $208,699 | $0 | $4,174 | Yes (X) | |||
| ricardo rodriguez | |||||||||
| professor - chemistry/mccann | 40.0 | 0.0 | $164,818 | $0 | $18,534 | Yes (X) | |||
| dion gabaldon | |||||||||
| asst professor of gpna | 40.0 | 0.0 | $138,250 | $0 | $21,692 | Yes (X) | |||
| terri kane | |||||||||
| asst professor of gpna | 40.0 | 0.0 | $145,643 | $0 | $14,543 | Yes (X) | |||
| tito tubog | |||||||||
| asst dir/asst prof of gpna | 40.0 | 0.0 | $156,109 | $0 | $9,531 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,069,400 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $163,822 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 39 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1 | CityContractorAddress/ForeignAddress/City | Province Or StateContractorAddress/ForeignAddress/ProvinceOrState | CountryContractorAddress/ForeignAddress/Country | Postal CodeContractorAddress/ForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|
| GUARDSMARK LLC | ||||||||||
| 22 South Second Street | MEMPHIS | TN | 38103 | SECURITY SERVICES | $498,758 | |||||
| Parker Associates LP RC | ||||||||||
| 604 E 4th Street Suite 101 | FORT WORTH | TX | 76102 | accounting services | $150,170 | |||||
| Future Com LTD | ||||||||||
| 807 Forest Ridge Drive suite 105 | BEDFORD | TX | 76022 | it services/network | $231,963 | |||||
| embanet-compass | ||||||||||
| online courses | $251,580 | 105 GORDON BAKER ROAD SUITE 300 | TORONTO | ONTARIO | CA | M2H3 | ||||
| mclemore building maintenance inc | ||||||||||
| 110 fargo | HOUSTON | TX | 77006 | housekeeping service | $458,145 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 27 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $110,420 | FundraisingAmt |
| Government Grants | $1,231,954 | GovernmentGrantsAmt |
| All Other Contributions | $4,034,765 | AllOtherContributionsAmt |
| Noncash Contributions | $1,853,059 | NoncashContributionsAmt |
| Total Contributions | $5,377,139 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $48,726,553 | $48,726,553 |
| HOUSING AND MEALS | 531110 | $2,915,177 | $2,915,177 |
| LAW BOOKSTORE | 451211 | $166,675 | $166,675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $51,808,405 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $534,328 | TotalRevenueColumnAmt |
| Exclusion | $534,328 | 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 | $1,051,455 | TotalRevenueColumnAmt |
| Exclusion | $1,051,455 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,681,253 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $157,586 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,523,667 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,523,667 | TotalRevenueColumnAmt |
| Exclusion | $1,523,667 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,617,677 | SecuritiesAmt |
| Other | $53,900,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,658,857 | SecuritiesAmt |
| Other | $17,255,556 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,958,820 | SecuritiesAmt |
| Other | $36,644,444 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,603,264 | TotalRevenueColumnAmt |
| Exclusion | $40,603,264 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $52,048 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $110,420 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $72,457 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$20,409 | TotalRevenueColumnAmt |
| Exclusion | -$20,409 | 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 |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS REVENUE | 900099 | $2,361,059 | $2,361,059 |
| COLLECTION OF BAD DEBTS | 611600 | $20,061 | $20,061 |
| CRNA FEES | 900099 | $129,103 | $129,103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,510,223 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,388,072 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $54,318,628 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $43,692,305 | 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 | $9,309,205 | TotalAmt |
| Program Services | $9,309,205 | 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 | $1,344,589 | TotalAmt |
| Program Services | $1,023,021 | ProgramServicesAmt |
| Management And General | $275,495 | ManagementAndGeneralAmt |
| Fundraising | $46,073 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,099 | TotalAmt |
| Program Services | $72,379 | ProgramServicesAmt |
| Fundraising | $65,720 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,857,918 | TotalAmt |
| Program Services | $17,423,970 | ProgramServicesAmt |
| Management And General | $4,711,694 | ManagementAndGeneralAmt |
| Fundraising | $722,254 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $648,051 | TotalAmt |
| Program Services | $493,064 | ProgramServicesAmt |
| Management And General | $132,781 | ManagementAndGeneralAmt |
| Fundraising | $22,206 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,467,036 | TotalAmt |
| Program Services | $1,877,026 | ProgramServicesAmt |
| Management And General | $505,475 | ManagementAndGeneralAmt |
| Fundraising | $84,535 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,776,339 | TotalAmt |
| Program Services | $1,351,515 | ProgramServicesAmt |
| Management And General | $363,957 | ManagementAndGeneralAmt |
| Fundraising | $60,867 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,555,060 | TotalAmt |
| Program Services | $2,814,895 | ProgramServicesAmt |
| Management And General | $682,726 | ManagementAndGeneralAmt |
| Fundraising | $57,439 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,985 | TotalAmt |
| Management And General | $120,985 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,835 | TotalAmt |
| Program Services | $17,500 | ProgramServicesAmt |
| Management And General | $89,335 | 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 | $20,480 | TotalAmt |
| Management And General | $20,480 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $862,030 | TotalAmt |
| Program Services | $632,312 | ProgramServicesAmt |
| Management And General | $179,963 | ManagementAndGeneralAmt |
| Fundraising | $49,755 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,112,634 | TotalAmt |
| Program Services | $61,497 | ProgramServicesAmt |
| Management And General | $998,696 | ManagementAndGeneralAmt |
| Fundraising | $52,441 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,332,959 | TotalAmt |
| Program Services | $1,478,972 | ProgramServicesAmt |
| Management And General | $773,089 | ManagementAndGeneralAmt |
| Fundraising | $80,898 | FundraisingAmt |
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 | $1,878,255 | TotalAmt |
| Program Services | $1,588,200 | ProgramServicesAmt |
| Management And General | $290,055 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,749,560 | TotalAmt |
| Program Services | $1,605,851 | ProgramServicesAmt |
| Management And General | $90,407 | ManagementAndGeneralAmt |
| Fundraising | $53,302 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,658 | TotalAmt |
| Program Services | $104,139 | ProgramServicesAmt |
| Management And General | $28,891 | ManagementAndGeneralAmt |
| Fundraising | $7,628 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $495,709 | TotalAmt |
| Management And General | $495,709 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,826,807 | TotalAmt |
| Program Services | $2,402,786 | ProgramServicesAmt |
| Management And General | $424,021 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $654,021 | TotalAmt |
| Program Services | $90,126 | ProgramServicesAmt |
| Management And General | $563,895 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES | $1,115,863 | $139,757 | $945,067 | $31,039 |
| BAD DEBT EXPENSE | $549,964 | $549,964 | $0 | $0 |
| EQUIPMENT & LIBRARY | $1,138,416 | $784,017 | $350,836 | $3,563 |
| RECRUITING | $400,822 | $45,304 | $355,518 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,307,159 | TotalAmt |
| Program Services | $436,781 | ProgramServicesAmt |
| Management And General | $848,536 | ManagementAndGeneralAmt |
| Fundraising | $21,842 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,909,454 | TotalAmt |
| Program Services | $44,302,281 | ProgramServicesAmt |
| Management And General | $13,247,611 | ManagementAndGeneralAmt |
| Fundraising | $1,359,562 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,132,689 | BOYAmt |
| EOY | $4,394,855 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,811,847 | BOYAmt |
| EOY | $1,205,663 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,368,659 | BOYAmt |
| EOY | $1,763,984 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $22,416,053 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,868 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,051,184 | BOYAmt |
| EOY | $1,120,958 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $80,694,521 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,483,347 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,899,204 | BOYAmt |
| EOY | $46,211,174 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,537,466 | BOYAmt |
| EOY | $33,413,077 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,065,139 | BOYAmt |
| EOY | $9,828,645 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,771,098 | BOYAmt |
| EOY | $10,152,280 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,768,154 | BOYAmt |
| EOY | $130,506,689 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,671,395 | BOYAmt |
| EOY | $6,490,401 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,747 | BOYAmt |
| EOY | $9,933 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,073,344 | BOYAmt |
| EOY | $2,299,368 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,400,000 | BOYAmt |
| EOY | $5,373,352 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,700,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,500,000 | BOYAmt |
| EOY | $3,900,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,003 | BOYAmt |
| EOY | $816,643 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,653,489 | BOYAmt |
| EOY | $18,889,697 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,954,624 | BOYAmt |
| EOY | $63,883,380 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,947,887 | BOYAmt |
| EOY | $16,083,042 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,212,154 | BOYAmt |
| EOY | $31,650,570 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,114,665 | BOYAmt |
| EOY | $111,616,992 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,768,154 | BOYAmt |
| EOY | $130,506,689 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $44,478,618 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,536,610 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $560,319 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,469,391 | BeginningYearBalanceAmt |
| Contributions | $71,041 | ContributionsAmt |
| Investment Earnings Or Losses | $3,677,092 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,284,125 | GrantsOrScholarshipsAmt |
| Other Expenditures | $239,952 | OtherExpendituresAmt |
| End Year Balance | $40,693,447 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,210,117 | BeginningYearBalanceAmt |
| Contributions | $163,945 | ContributionsAmt |
| Investment Earnings Or Losses | $4,399,316 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,303,987 | GrantsOrScholarshipsAmt |
| End Year Balance | $38,469,391 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,748,281 | BeginningYearBalanceAmt |
| Contributions | $1,007,999 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,009,422 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $841,079 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,255,104 | OtherExpendituresAmt |
| End Year Balance | $30,650,675 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,877,498 | BeginningYearBalanceAmt |
| Contributions | $788,917 | ContributionsAmt |
| Investment Earnings Or Losses | $5,105,968 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $451,273 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,572,829 | OtherExpendituresAmt |
| End Year Balance | $37,748,281 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,337,181 | BeginningYearBalanceAmt |
| Contributions | $195,764 | ContributionsAmt |
| Investment Earnings Or Losses | $3,772,111 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $386,419 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,041,139 | OtherExpendituresAmt |
| End Year Balance | $34,877,498 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.77778 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22222 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,168,062 | OtherCostOrOtherBasisAmt |
| Book Value | $1,168,062 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $57,648,741 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,981,334 | DepreciationAmt |
| Book Value | $33,667,407 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,436,927 | OtherCostOrOtherBasisAmt |
| Depreciation | $802,084 | DepreciationAmt |
| Book Value | $2,634,843 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,713,495 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,056,041 | DepreciationAmt |
| Book Value | $5,657,454 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,727,296 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,643,888 | DepreciationAmt |
| Book Value | $3,083,408 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $46,211,174 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS - OTHER SECURITIES | Desc |
| Book Value | $9,828,645 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $9,828,645 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN TRUSTS | $10,147,958 |
| DUE TO/FROM & TRANSFERS | $4,322 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $10,152,280 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATIONS | $812,623 |
| INTEREST RATE SWAP AGREEMENT | $4,020 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $816,643 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $93,328,325 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,536,610 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$8,732,700 | OtherRevenueAmt |
| Revenue Not Reported | -$10,269,310 | RevenueNotReportedAmt |
| Revenue Subtotal | $103,597,635 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $20,480 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$230,043 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$209,563 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $103,388,072 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $49,825,998 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $230,043 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $230,043 | ExpensesNotReportedAmt |
| Expenses Subtotal | $49,595,955 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $20,480 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $9,293,019 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $9,313,499 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $58,909,454 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| schedule d, part v, line 1 | restatement of prior year: The beginning balance of column b does not equal the ending balance of column c, because the organization's endowment funds were restated to properly reflect original donor intent and investment return on donor-restricted endowments. Schedule d, part v, line 4 intended uses of the endowment fund: THE ORIGINAL CORPUS OF ENDOWMENT FUNDS WILL REMAIN UNSPENT. EARNINGS FROM THE INVESTED ENDOWMENT FUNDS ARE UTILIZED FOR SCHOLARSHIPS, SUPPORT OF THE LIBRARIES, AND PROGRAM SUPPORT IN ACCORDANCE WITH ENDOWMENT SPENDING POLICY. |
| schedule d, part x, line 2 | liability for uncertain tax positions: The University is exempt from income taxes under Section 501 of the Internal Revenue Code and a similar provision of state law. However, the University is subject to federal income tax on any unrelated business taxable income. The University files tax returns in the U.S. federal jurisdiction. With a few exceptions, the University is no longer subject to U.S. federal examinations by tax authorities for years before 2010. |
| schedule d, part xi, line 2d | Reconciliation of Revenue per audited financial statements with return: Scholarships $(9,309,205) Change in Beneficial interest in trusts 560,319 other classification differences 16,186 ------------------- total $(8,732,700) |
| schedule d, part xi, line 4b | Reconciliation of Revenue per audited financial statements with return: Rental Expense $(157,586) Fundraising Expense (72,457) ---------------------- total $(230,043) |
| schedule d, part xii, line 2d | Reconciliation of Expense per Audited Financial Statements with Return: Fundraising Expense $ 72,457 Rental Expense 157,586 ------------------ total $ 230,043 |
| schedule d, part xii, line 4b | Reconciliation of Expense per Audited Financial Statements with Return: Scholarships $ 9,309,205 other classification differences (16,186) -------------------- total $ 9,293,019 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| schedule e, part i, line 3 | HOW THE RACIALLY NONDISCRIMINATORY POLICY IS PUBLICIZED: THE ORGANIZATION'S RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN THE STUDENT HANDBOOK, UNIVERSITY CATALOG AND THE WEBSITE. |
| schedule e, part i, line 6a | Financial aid or assistance from a government agency: The organization receives federal supplemental education opportunities grants, work study, pell grants, upward bound grants, direct student loans and teacher education assistance grants. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Program Services | INSTRUCTION | $275,146 |
| South America | Program Services | Instruction | $175,177 |
| East Asia and the Pacific | Program Services | Instruction | $98,527 |
| Central America and the Caribbean | Program Services | Instruction | $69,687 |
| Central America and the Caribbean | Investments | $5,745,203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $6,363,740 | SubtotalSpentAmt |
| Total Spent | $6,363,740 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Bu Hall of Fame | NameOfEvent1Amt |
| Gross Receipts Event1 | $62,050 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $62,050 | CharitableContriEvent1Amt |
| Food And Beverage Event1 | $17,199 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $6,673 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $865 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | OD Bounds | NameOfEvent2Amt |
| Gross Receipts Event2 | $58,245 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $48,370 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $9,875 | GrossRevenueEvent2Amt |
| Entertainment Event2 | $811 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $46,909 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 7 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $42,173 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $42,173 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $162,468 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $110,420 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $52,048 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $17,199 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,484 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $47,774 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $72,457 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$20,409 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1659 | RecipientCnt |
| Cash Grant | $9,309,205 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, part i, line 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING USE OF GRANT FUNDS: TEXAS WESLEYAN UNIVERSITY'S OFFICE OF FINANCIAL AID ADMINISTERS MULTIPLE FEDERAL, STATE, PRIVATE, AND UNIVERSITY GRANTS, SCHOLARSHIPS, LOAN AND WORK STUDY AWARDS. FEDERAL AND STATE PROGRAMS ARE ADMINISTERED ACCORDING TO THE U.S. LAW AND REGULATIONS PROMULGATED BY THE U.S. DEPARTMENT OF EDUCATION AND THE U.S. DEPARTMENT HEALTH AND HUMAN SERVICES AS WELL AS THE REGULATIONS OF THE STATE OF TEXAS. UNIVERSITY SCHOLARSHIPS AND GRANTS ARE ADMINISTERED ACCORDING TO THE POLICIES OF THE OFFICE OF FINANCIAL AID IN SUPPORT OF THE UNIVERSITY'S STRATEGIC PLAN. THE FINANCIAL AID OFFICE USES THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) AND A NUMBER OF SUPPORTING DOCUMENTS OF VERIFICATION TO DETERMINE A STUDENT'S ELIGIBILITY FOR ALL NEED BASED PROGRAMS. ADDITIONALLY, STUDENTS' ELIGIBILITY IS DETERMINED BASED UPON ACADEMIC QUALIFICATIONS, SPECIAL TALENTS, AND DONOR STIPULATED REQUIREMENTS. POLICIES AND PROCEDURES ENSURE THAT THE DETERMINATION OF AID ELIGIBILITY AND THE SUBSEQUENT DELIVERY OF AID IS DELIVERED IN A FAIR AND EQUITABLE MANNER. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| frederick g slabach | ||||||||||||||
| president | $272,628 | $0 | $22,500 | $0 | $13,802 | $0 | $5,100 | $0 | $21,480 | $0 | $335,510 | $0 | $0 | $0 |
| allen henderson | ||||||||||||||
| provost & senior vp | $144,804 | $0 | $3,500 | $0 | $0 | $0 | $3,168 | $0 | $15,281 | $0 | $166,753 | $0 | $0 | $0 |
| karen l montgomery | ||||||||||||||
| vp finance & admin | $148,475 | $0 | $10,500 | $0 | $0 | $0 | $3,246 | $0 | $8,791 | $0 | $171,012 | $0 | $0 | $0 |
| john veilleux | ||||||||||||||
| vp marketing & communication | $132,687 | $0 | $10,500 | $0 | $18,000 | $0 | $3,309 | $0 | $8,266 | $0 | $172,762 | $0 | $0 | $0 |
| debra maloy | ||||||||||||||
| director of gpna | $187,912 | $0 | $500 | $0 | $0 | $0 | $3,783 | $0 | $6,391 | $0 | $198,586 | $0 | $0 | $0 |
| paul austin | ||||||||||||||
| professor - nurse anesthesia | $208,199 | $0 | $500 | $0 | $0 | $0 | $4,174 | $0 | $0 | $0 | $212,873 | $0 | $0 | $0 |
| ricardo rodriguez | ||||||||||||||
| professor - chemistry/mccann | $164,318 | $0 | $500 | $0 | $0 | $0 | $3,253 | $0 | $15,281 | $0 | $183,352 | $0 | $0 | $0 |
| dion gabaldon | ||||||||||||||
| asst professor of gpna | $137,750 | $0 | $500 | $0 | $0 | $0 | $3,040 | $0 | $18,652 | $0 | $159,942 | $0 | $0 | $0 |
| terri kane | ||||||||||||||
| asst professor of gpna | $145,143 | $0 | $500 | $0 | $0 | $0 | $3,040 | $0 | $11,503 | $0 | $160,186 | $0 | $0 | $0 |
| tito tubog | ||||||||||||||
| asst dir/asst prof of gpna | $155,609 | $0 | $500 | $0 | $0 | $0 | $3,140 | $0 | $6,391 | $0 | $165,640 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, line 1a | FormAndLineReferenceDesc |
| Explanation | Description of Benefits: ALL AMOUNTS PAID FOR HOUSING ALLOWANCES and SOCIAL CLUB DUES ARE INCLUDED IN EMPLOYEE FORMS W-2 taxable income AS FOLLOWS: HOUSING ALLOWANCES - John Veilleux SOCIAL CLUB DUES - FREDERICK G. SLABACH | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hackberry Cultural Education Facilities FInancial | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 752237898 | BondIssuerEIN |
| CUSIP | xxxxxxxxx | CUSIPNum |
| Bond Issued | 2012-07-26 | BondIssuedDt |
| Issue Price | $12,400,000 | IssuePriceAmt |
| Purpose | Promissory Note (TWU) series 2012 | PurposeDesc |
| Defeased | Yes (true) | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $0 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $12,400,000 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $0 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $12,400,000 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Current Refunding | Yes (true) | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (true) | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | false | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I | Refinanced Bonds: Texas Wesleyan University series 2010 revenue bonds issue date 12/22/2010 |
| Schedule K, part iv | procedures to monitor requirements of section 148: the organization relies on its independent financial advisor to monitor compliance with the arbitrage, yield restriction and rebate requirements under code section 148. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| gina phillips | |||
| sister in law of trustee | $65,720 | salaries/wages | false |
| kevin millikan | |||
| SON OF TRUSTEE MILLIKAN | $72,379 | SALARIES/WAGES | false |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,843,559 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Baldwin Grand Piano | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | fmv | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | organization's mission: (CONT. FROM PAGE 1) with professional and career preparation. Our mission at Texas Wesleyan University is to develop students to their full potential as individuals and as members of the world community. The University is committed to the principles that each student deserves personal attention and that all members of the academic community must have freedom to pursue independent thought and to exercise intellectual curiosity. The University actively seeks and employs faculty and staff with commitment and dedication to teaching, inspiring, and serving students. Texas Wesleyan University recognizes its responsibility to the community by providing leadership and talent through programs that enable and enrich society. The University endeavors to create a learning environment where each student is provided an opportunity to pursue individual excellence, to think clearly and creatively, to communicate effectively, and to develop spiritual sensitivity, with a commitment to moral discrimination and action, and with a sense of civic responsibility. Texas Wesleyan university strives to develop informed, responsible, and articulate citizens. |
| form 990, part vi, section a, line 1a | delegation of authority: AN EXECUTIVE COMMITTEE IS ELECTED BY THE BOARD AND IS ABLE TO EXERCISE ALL THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE UNIVERSITY BETWEEN BOARD MEETINGS. |
| form 990, part vi, section a, line 4 | significant changes to governing documents: The organization amended its bylaws on November 15, 2013. Vice Presidents who are employees were listed in the bylaws in the same section as officers of the board of trustees, which confused governance issues. The board removed reference to the employee Vice Presidents of the university from this section so the governance duties of the officers of the board of trustees was more clearly stated. |
| form 990, part vi, section b, line 11b | process to review form 990: THE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE FORM 990. ONCE PREPARED, THE FORM IS REVIEWED BY UNIVERSITY STAFF. IT IS THEN PROVIDED TO THE TRUSTEES FOR COMMENT PRIOR TO FILING. |
| form 990, part vi, section b, line 12c | process for monitoring and enforcement of conflict of interest policy: ANNUALLY, THE CONFLICT OF INTEREST QUESTIONNAIRE IS DISTRIBUTED TO OFFICERS, TRUSTEES AND KEY EMPLOYEES FOR COMPLETION. THE COMPLETED FORMS ARE REVIEWED AND ANY POTENTIAL CONFLICTS ARE DISCUSSED WITH THE BOARD FOR ACTION. IN ADDITION, TRUSTEES ARE ASKED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AT EACH BOARD MEETING AND EXECUTIVE COMMITTEE MEETING. |
| form 990, part vi, section b, line 15a | review of ceo compensation: THE UNIVERSITY USES NATIONAL COMPENSATION SURVEYS TO DETERMINE COMPENSATION OF THE CEO. COMPENSATION IS THEN APPROVED BY THE UNIVERSITY'S BOARD OF TRUSTEES. |
| form 990, part vi, section c, line 19 | availability of documents: governing documents, university policies, and financial statements are not available to the public. |
| form 990, part xi, line 9 | other changes in net assets: CHANGE IN BENEFICIAL INTEREST IN TRUSTS 560,319 |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Trusts (6) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Trust | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | Trust | EntityTypeTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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