UNIVERSITY OF MARY HARDIN-BAYLOR: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF MARY HARDIN-BAYLOR (EIN 74-1161940)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2015-04-13
- IRS object ID
- 201541039349301159
- 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 I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-13T17:33:24-07:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Davis Kinard & Co PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 Pine St Ste 600 | AddressLine1 |
| City | Abilene | City |
| State | TX | State |
| ZIP Code | 79601 | 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 | 741161940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Mary Hardin-Baylor | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 2542954169 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 College Street Box 8003 | AddressLine1 |
| City | Belton | City |
| State | TX | State |
| ZIP Code | 76513 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jennifer Ramm | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2015-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert Womack CPA | PreparerPersonNm |
| PTIN | P00541020 | PTIN |
| Phone | 3256724000 | 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) |
|---|---|---|
| Gross Receipts | $116,798,547 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.umhb.edu | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Formation | 1845 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | The University of Mary Hardin-Baylor prepares students for leadership, service, and faith-informed discernment in a global society. Academic excellence, personal attention, broad-based scholarship and a commitment to a Baptist vision for education distinguish our Christ-centered learning community. | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 1615 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $9,615 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $5,924 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,086,813 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,550,697 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $80,393,622 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $88,994,356 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,530,849 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,040,849 | CYInvestmentIncomeAmt |
| CY Other Revenue | $9,615 | CYOtherRevenueAmt |
| PY Total Revenue | $98,011,284 | PYTotalRevenueAmt |
| CY Total Revenue | $111,595,517 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $17,780,263 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $19,461,607 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $35,701,180 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $36,795,123 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $20,899 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,478,159 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,263,380 | PYOtherExpensesAmt |
| CY Other Expenses | $32,548,984 | CYOtherExpensesAmt |
| PY Total Expenses | $79,765,722 | PYTotalExpensesAmt |
| CY Total Expenses | $88,805,714 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $18,245,562 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $22,789,803 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $265,857,405 | TotalAssetsBOYAmt |
| Total Assets EOY | $299,184,866 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $85,806,465 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $91,319,724 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $180,050,940 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $207,865,142 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The University of Mary Hardin-Baylor prepares students for leadership, service, and faith-informed discernment in a global society. Academic excellence, personal attention, broad-based scholarship and a commitment to a Baptist vision for education distinguish our Christ-centered learning community. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $79,139,208 | ExpenseAmt |
| Grant | $19,461,607 | GrantAmt |
| Revenue | $88,994,356 | RevenueAmt |
| Desc | Higher education institution serving approximately 3,500 undergraduate and graduate students at an amount less than the aggregate cost of these services. This is the primary purpose for which the institution was formed. Additionally, the institution provides the necessary auxiliary services (housing, meal plans, etc.) to support the needs of students. | Desc |
| Total Program Service Expenses | $79,139,208 | 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 | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | 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 | false | 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 | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | 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 |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 162 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1615 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | OC | ForeignCountryCd |
| 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 |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | 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 | Yes (true) | 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 | false | 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 | Jennifer Ramm | PersonNm |
| Phone | 2542955527 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 College St UMHB Box 8003 | AddressLine1 |
| City | Belton | City |
| State | TX | State |
| ZIP Code | 76513 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Mr Vincent Arriaga | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Steve Barksdale | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Ted Bartley | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Dr Travis Burleson | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| J Vince Banks | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Rev Andy Davis | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Rod Deyoe | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Dr Perry Fulcher | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Robert Galligan | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Anne W Halbert | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mrs Leska Hendricks | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Rev Jimmy Hinton | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Glenn Hodge | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Carl Hudson | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Eduardo Lara | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Ryan Lindsey | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mrs Pam Manly | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mrs Jennifer Manning | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mrs Sue Mayborn | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Drayton McLane III | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Janie Marie Minten | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mrs JoAn Musick-Dillard | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr James O'Barr | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Jack A Phelps | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mrs Jane Potter | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Dr Delia Quintanilla | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Don Ringler | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Cindy Roberts | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Ernie Roberts | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Willie Robertson | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Nelda Sanders | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mrs Jan Thomas | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Rev Hallie Tolbert Jr | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Dr Stephen C Walker | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Gordon Wiggers | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Dean Winkler | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Rose T Wong | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Randal G O'Rear | |||||||||
| President | 40.00 | 0.00 | $394,933 | $0 | $106,465 | Yes (X) | |||
| Steve Theodore | |||||||||
| COO | 40.00 | 0.00 | $241,265 | $0 | $66,168 | Yes (X) | |||
| Steven L Oldham | |||||||||
| Provost | 40.00 | 0.00 | $227,933 | $0 | $20,969 | Yes (X) | |||
| Edward E Martin | |||||||||
| Sr VP Planning | 40.00 | 0.00 | $224,896 | $0 | $34,052 | Yes (X) | |||
| Jennifer L Ramm | |||||||||
| VP Business/Fin | 40.00 | 0.00 | $193,218 | $0 | $28,802 | Yes (X) | |||
| Brent E Davison | |||||||||
| VP for Development | 40.00 | 0.00 | $181,147 | $0 | $36,660 | Yes (X) | |||
| Cliffa A Foster | |||||||||
| Dept. Chair-EXSS | 40.00 | 0.00 | $142,612 | $0 | $20,661 | Yes (X) | |||
| Randell R Mann | |||||||||
| VP Athletics | 40.00 | 0.00 | $144,037 | $0 | $19,989 | Yes (X) | |||
| Sharon S Souter | |||||||||
| Dean-Nursing | 40.00 | 0.00 | $152,861 | $0 | $28,742 | Yes (X) | |||
| Tamra R Cooper | |||||||||
| Assoc. Provost | 40.00 | 0.00 | $139,461 | $0 | $53,876 | Yes (X) | |||
| Marlene M Zipperlen | |||||||||
| Dean-Education | 40.00 | 0.00 | $145,361 | $0 | $26,790 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,187,724 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $443,174 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 36 | 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 |
|---|---|---|---|---|---|
| Turner Construction Company | |||||
| 2001 N Lamar Ste 100 | Dallas | TX | 75202 | Construction | $31,889,854 |
| Bartlett Cocke General Contractors | |||||
| 8706 Lockway | San Antonion | TX | 78217 | Construction | $2,688,733 |
| Sodexo Services of Texas LLP | |||||
| PO Box 352 | Buffalo | NY | 14240 | Food Service | $2,143,598 |
| RT Schneider Construction Company Ltd | |||||
| PO Box 876 | Belton | TX | 76513 | Construction | $1,124,568 |
| SSC Service Solutions | |||||
| 1845 Midpark Road Ste 201 | Knoxville | TN | 37921 | Housekeeping | $950,029 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 33 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $275,000 | RelatedOrganizationsAmt |
| Government Grants | $367,752 | GovernmentGrantsAmt |
| All Other Contributions | $9,907,945 | AllOtherContributionsAmt |
| Total Contributions | $10,550,697 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| Tuition & Fees | $75,223,894 | $75,223,894 |
| Auxiliary Enterprises | $10,633,070 | $10,633,070 |
| Student Related Charges | $3,137,392 | $3,137,392 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $88,994,356 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,145,946 | TotalRevenueColumnAmt |
| Exclusion | $5,145,946 | 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 | $0 | TotalRevenueColumnAmt |
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 | $12,097,933 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,203,030 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,894,903 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,894,903 | TotalRevenueColumnAmt |
| Exclusion | $6,894,903 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Sponsorships | Desc |
| Total Revenue Column | $9,615 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $9,615 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,615 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111,595,517 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $88,994,356 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $9,615 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,040,849 | 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 | $19,461,607 | TotalAmt |
| Program Services | $19,461,607 | 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 | $1,695,541 | TotalAmt |
| Program Services | $696,279 | ProgramServicesAmt |
| Management And General | $595,321 | ManagementAndGeneralAmt |
| Fundraising | $403,941 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,399,199 | TotalAmt |
| Program Services | $23,807,500 | ProgramServicesAmt |
| Management And General | $1,633,469 | ManagementAndGeneralAmt |
| Fundraising | $958,230 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,636,848 | TotalAmt |
| Program Services | $1,394,457 | ProgramServicesAmt |
| Management And General | $175,558 | ManagementAndGeneralAmt |
| Fundraising | $66,833 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,991,381 | TotalAmt |
| Program Services | $4,198,057 | ProgramServicesAmt |
| Management And General | $569,639 | ManagementAndGeneralAmt |
| Fundraising | $223,685 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,072,154 | TotalAmt |
| Program Services | $1,765,302 | ProgramServicesAmt |
| Management And General | $222,246 | ManagementAndGeneralAmt |
| Fundraising | $84,606 | FundraisingAmt |
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 | $259,125 | TotalAmt |
| Program Services | $147,992 | ProgramServicesAmt |
| Management And General | $111,133 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,000 | TotalAmt |
| Management And General | $46,000 | 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 | $3,512,883 | TotalAmt |
| Program Services | $3,512,883 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,256 | TotalAmt |
| Program Services | $152,374 | ProgramServicesAmt |
| Management And General | $54,335 | ManagementAndGeneralAmt |
| Fundraising | $78,547 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,465,962 | TotalAmt |
| Program Services | $1,875,347 | ProgramServicesAmt |
| Management And General | $333,933 | ManagementAndGeneralAmt |
| Fundraising | $256,682 | 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 | $2,680,996 | TotalAmt |
| Program Services | $2,634,835 | ProgramServicesAmt |
| Management And General | $34,657 | ManagementAndGeneralAmt |
| Fundraising | $11,504 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,885,372 | TotalAmt |
| Program Services | $1,698,383 | ProgramServicesAmt |
| Management And General | $87,417 | ManagementAndGeneralAmt |
| Fundraising | $99,572 | 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 | $148,430 | TotalAmt |
| Program Services | $118,974 | ProgramServicesAmt |
| Management And General | $20,192 | ManagementAndGeneralAmt |
| Fundraising | $9,264 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,457,288 | TotalAmt |
| Program Services | $2,457,288 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,294,255 | TotalAmt |
| Program Services | $7,294,255 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $542,455 | TotalAmt |
| Program Services | $542,455 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Other | $6,002,057 | $3,202,524 | $2,704,149 | $95,384 |
| Services | $3,577,362 | $2,787,153 | $600,298 | $189,911 |
| Bookstore Purchases | $1,391,543 | $1,391,543 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,805,714 | TotalAmt |
| Program Services | $79,139,208 | ProgramServicesAmt |
| Management And General | $7,188,347 | ManagementAndGeneralAmt |
| Fundraising | $2,478,159 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $505,299 | BOYAmt |
| EOY | $5,638,088 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,974,811 | BOYAmt |
| EOY | $12,038,524 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,752,205 | BOYAmt |
| EOY | $7,826,063 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,758,286 | BOYAmt |
| EOY | $2,651,387 | 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) |
|---|---|---|
| BOY | $1,219,359 | BOYAmt |
| EOY | $1,130,946 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $490,482 | BOYAmt |
| EOY | $471,196 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,305 | BOYAmt |
| EOY | $199,167 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $224,401,898 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $59,536,083 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,871,587 | BOYAmt |
| EOY | $164,865,815 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,693,337 | BOYAmt |
| EOY | $104,114,015 | 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 | $279,734 | BOYAmt |
| EOY | $249,665 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,857,405 | BOYAmt |
| EOY | $299,184,866 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,581,798 | BOYAmt |
| EOY | $8,735,820 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,359,697 | BOYAmt |
| EOY | $2,648,637 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,527,142 | BOYAmt |
| EOY | $65,742,175 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,188 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,310,640 | BOYAmt |
| EOY | $14,193,092 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,806,465 | BOYAmt |
| EOY | $91,319,724 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,450,205 | BOYAmt |
| EOY | $121,764,081 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,842,667 | BOYAmt |
| EOY | $40,237,407 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,758,068 | BOYAmt |
| EOY | $45,863,654 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,050,940 | BOYAmt |
| EOY | $207,865,142 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,857,405 | BOYAmt |
| EOY | $299,184,866 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $22,789,803 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,406,981 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,382,582 | 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 | $68,195,166 | BeginningYearBalanceAmt |
| Contributions | $4,483,215 | ContributionsAmt |
| Investment Earnings Or Losses | $8,185,525 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$2,046,896 | GrantsOrScholarshipsAmt |
| End Year Balance | $78,817,010 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,550,762 | BeginningYearBalanceAmt |
| Contributions | $1,242,547 | ContributionsAmt |
| Investment Earnings Or Losses | $9,401,666 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$1,999,809 | GrantsOrScholarshipsAmt |
| End Year Balance | $68,195,166 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,096,461 | BeginningYearBalanceAmt |
| Contributions | $1,119,737 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,583,398 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$2,082,038 | GrantsOrScholarshipsAmt |
| End Year Balance | $59,550,762 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,043,017 | BeginningYearBalanceAmt |
| Contributions | $895,513 | ContributionsAmt |
| Investment Earnings Or Losses | $9,935,476 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$1,778,245 | GrantsOrScholarshipsAmt |
| End Year Balance | $63,096,461 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,353,670 | BeginningYearBalanceAmt |
| Contributions | $1,165,373 | ContributionsAmt |
| Investment Earnings Or Losses | $4,348,946 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$1,824,272 | GrantsOrScholarshipsAmt |
| End Year Balance | $54,043,717 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.12000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.55000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.33000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,380,326 | OtherCostOrOtherBasisAmt |
| Book Value | $6,380,326 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $148,990,686 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,861,113 | DepreciationAmt |
| Book Value | $115,129,573 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,373,732 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,512,254 | DepreciationAmt |
| Book Value | $8,861,478 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,657,154 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,162,716 | DepreciationAmt |
| Book Value | $34,494,438 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $164,865,815 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $104,114,015 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued Post-Retirement Benefits | $11,348,327 |
| Annuities Payable | $1,660,050 |
| Student Loans Refundable | $1,184,715 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,193,092 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $98,545,811 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,406,981 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$19,456,687 | OtherRevenueAmt |
| Revenue Not Reported | -$13,049,706 | RevenueNotReportedAmt |
| Revenue Subtotal | $111,595,517 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $111,595,517 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $70,731,609 | TotExpnsEtcAuditedFinclStmtAmt |
| Losses Reported | $11,349 | LossesReportedAmt |
| Other Expenses Included | $1,376,153 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,387,502 | ExpensesNotReportedAmt |
| Expenses Subtotal | $69,344,107 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $19,461,607 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $19,461,607 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $88,805,714 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X : FIN48 Footnote | University of Mary Hardin-Baylor is exempt from income tax under Section 501(c)(3) of the Internal Revenue Code. University of Mary Hardin-Baylor has been classified as an organization that is not a private foundation under the Tax Reform Act of 1969 and contributions to it qualify for deduction as charitable contributions; accordingly, no provision for taxes has been made in the financial statements. The University is liable for any federal income taxes resulting from certain unrelated business income. For fiscal years 2014 and 2013, there was no liability for any federal income tax resulting from unrelated business income.The University recognizes interest accrued on and penalties related to unrecognized tax benefits in tax expense. During the years ended May 31, 2014 and 2013, the University recognized no interest and penalties. |
| Part XII, Line 2d: Other expenses and losses per audited F/S | Post-retirement Benefit Changes $1033990 Present Value Adjustments to Annuities $342163 |
| Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Reclass of Scholarships/Discounts $19461607 |
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 | UMHB receives scholarship grants from federal agencies and the state of Texas to assist students with their costs of education. UMHB participates in the direct loan program which provides students federal subsidized loans to assist with their educational costs. |
| Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized | UMHB publishes its nondiscrimination policy on website, catalog, student handbook, and on application for admission. During registration period, UMHB publishes in local newspapers. |
| Schedule E, Line 4 - Explanation of Records and Materials Not Maintained | |
| Schedule E, Line 5 - Explanation of Organization Discrimination by Race |
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, Various Students | GrantTypeTxt |
| Recipient | 3177 | RecipientCnt |
| Cash Grant | $19,461,607 | 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 | For all scholarship funds, Financial Aid has established specific criteria for eligibility and selection. The eligibility requirements are documented and monitored for compliance. Scholarships are credited to student tuition bills. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| 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 |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 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 | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|
| Cliffa A Foster | ||||||
| Dept. Chair-EXSS | $139,595 | $1,997 | $1,020 | $13,339 | $7,322 | $163,273 |
| Randell R Mann | ||||||
| VP Athletics | $127,737 | $16,300 | $12,667 | $7,322 | $164,026 | |
| Sharon S Souter | ||||||
| Dean-Nursing | $146,483 | $6,378 | $15,280 | $13,462 | $181,603 | |
| Tamra R Cooper | ||||||
| Assoc. Provost | $127,461 | $11,400 | $600 | $13,244 | $40,632 | $193,337 |
| Marlene M Zipperlen | ||||||
| Dean-Education | $144,135 | $1,151 | $75 | $14,628 | $12,162 | $172,151 |
| Randal G O'Rear | ||||||
| President | $333,475 | $61,458 | $25,500 | $80,965 | $501,398 | |
| Steve Theodore | ||||||
| COO | $217,507 | $23,758 | $22,127 | $44,041 | $307,433 | |
| Steven L Oldham | ||||||
| Provost | $205,833 | $22,100 | $20,583 | $386 | $248,902 | |
| Edward E Martin | ||||||
| Sr VP Planning | $202,896 | $22,000 | $19,806 | $14,246 | $258,948 | |
| Jennifer L Ramm | ||||||
| VP Business/Fin | $173,999 | $19,219 | $17,356 | $11,446 | $222,020 | |
| Brent E Davison | ||||||
| VP for Development | $163,020 | $9,727 | $8,400 | $3,193 | $33,467 | $217,807 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a: Relevant information in regards to selections on 1a. | The President is contractually required to live in on-campus housing. The value of employer-provided home is included in Schedule J, Part II Column D - Nontaxable Benefits. |
| Part I, Line 7: Non-Fixed payments not listed above | From time to time, the University provides discretionary flexible compensation to administrators, faculty and staff. Any discretionary compensation is evaluated and approved by independent parties. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| Wallis Higher Education Facilities Corporation | |||||||
| A | 760599530 | 2005-01-18 | $6,000,000 | Construct campus facility | false | false | false |
| Roman Forest Higher Educaiton Facilities Corp | |||||||
| B | 200431603 | 2002-12-31 | $10,000,000 | Construct campus facility | false | false | false |
| Crawford Higher Edu Corp | |||||||
| C | 721536594 | 2009-07-15 | $5,000,000 | Construct campus facility | false | false | false |
| Crawford Higher Edu Corp | |||||||
| D | 721536594 | 2010-02-25 | $6,000,000 | Construct campus facility | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|
| A | $3,118,350 | $6,000,000 | $6,000,000 | 2006 | false | false | Yes (true) | Yes (true) | |
| B | $4,282,160 | $10,000,000 | $10,000,000 | 2003 | false | false | Yes (true) | Yes (true) | |
| C | $822,000 | $5,000,000 | $4,938,272 | 2012 | false | false | Yes (true) | Yes (true) | $61,728 |
| D | $2,086,800 | $6,000,000 | $5,948,000 | 2010 | false | false | Yes (true) | Yes (true) | $52,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | false | false | false | false | Yes (true) | false | false |
| B | false | false | false | false | Yes (true) | false | false |
| C | false | false | false | false | Yes (true) | false | false |
| D | false | false | false | false | Yes (true) | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| Bank of America | |||||||||
| A | false | Yes (true) | Yes (true) | 15.0000 | Yes (true) | false | false | false | false |
| Bank of America | |||||||||
| B | false | Yes (true) | Yes (true) | 20.0000 | Yes (true) | false | false | false | false |
| Frost Capital | |||||||||
| C | false | Yes (true) | Yes (true) | 10.0000 | Yes (true) | false | false | false | false |
| Frost Capital | |||||||||
| D | false | Yes (true) | Yes (true) | 10.0000 | Yes (true) | false | false | false | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| Crawford Higher Edu Corp | |||||||
| A | 721536594 | 2010-12-15 | $10,000,000 | Construct campus facilities | false | false | false |
| Milford Higher Ed Corp | |||||||
| B | 752383037 | 2011-12-06 | $10,000,000 | Construct campus facilities | false | false | false |
| Milford Higher Ed Corp | |||||||
| C | 752383037 | 2012-05-22 | $10,000,000 | Construct campus facilities | false | false | false |
| Milford Higher Ed Corp | |||||||
| D | 752383037 | 2013-05-21 | $10,000,000 | Construct campus facilities | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $1,497,552 | $10,000,000 | $49,000 | $9,951,000 | 2011 | false | false | Yes (true) | Yes (true) |
| B | $734,332 | $10,000,000 | $65,530 | $9,934,470 | 2012 | false | false | Yes (true) | Yes (true) |
| C | $704,186 | $10,000,000 | $51,500 | $9,948,500 | 2012 | false | false | Yes (true) | Yes (true) |
| D | $574,765 | $10,000,000 | $45,500 | $9,954,500 | 2013 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | false | false | false | false | Yes (true) | false | false |
| B | false | false | false | false | Yes (true) | false | false |
| C | false | false | false | false | Yes (true) | false | false |
| D | false | false | false | false | Yes (true) | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| Frost Capital | |||||||||
| A | false | Yes (true) | Yes (true) | 15.0000 | Yes (true) | false | false | false | false |
| Frost Capital | |||||||||
| B | false | Yes (true) | Yes (true) | 20.0000 | Yes (true) | false | false | false | false |
| Frost Capital | |||||||||
| C | false | Yes (true) | Yes (true) | 20.0000 | Yes (true) | false | false | false | false |
| Frost Capital | |||||||||
| D | false | Yes (true) | Yes (true) | 20.0000 | Yes (true) | false | false | false | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|---|
| Officer/Trustee Rel. | $10,024 | Merit Schol. | Edu. Grant |
| Officer/Trustee Rel. | $113,220 | Dis. Tuition | Edu. Assistance |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part V Supplemental Information | FormAndLineReferenceDesc |
| Explanation | Merit scholarship awarded to 3 officer/trustee relatives in the normal course of scholarship guidelines.Discounted tuition awarded to 6 officer/trustee relatives according to tuition remission benefits offered to all full time faculty and staff. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | Prior to filing, Form 990 is provided to the Executive Committee and Audit Sub-Committee of the Board of Trustees. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | 12 b, 12c) Written conflict of interest disclosure statements are required for all trustees, university officers, and key employees. All disclosure statements are reviewed by Board chair and administration. All potential conflicts of interest are raised by officers, trustees, and key employees in accordance with conflict of interest policy. Depending on the potential conflict, restrictions are enforced to eliminate or mitigate the conflict of interest. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The compensation of the President is reviewed, approved, and documented by the Executive Committee of the Board of Trustees annually. The Executive Committee utilizes comparability data in its review. The compensation of other officers and key employees is determined by the President. Compensation data of all officers and key employees is benchmarked on a periodic basis. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The governing documents, policies, and financial statements of University of Mary Hardin-Baylor are made available upon request. |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Gain on disposal of assets = $4920 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Post-retirement Benefit Changes = -$1033990 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Loan cancellation & loss provisions = -$11349 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Present Value Adjustments to Annuities = -$342163 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMHB Foundation | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 College Street Box 8003 | AddressLine1 |
| City | Belton | City |
| State | TX | State |
| ZIP Code | 76513 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742052543 | EIN |
| Primary Activities | Benefit UMHB | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Private Foundation | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Mary Hardin-Baylor | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | 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 |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMHB Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | c | TransactionTypeTxt |
| Involved | $275,000 | InvolvedAmt |
| Method Of Amount Determination | Cash Gift | MethodOfAmountDeterminationTxt |
Comments