TEXAS WESLEYAN UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS WESLEYAN UNIVERSITY (EIN 75-0800691)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2014-04-07
- IRS object ID
- 201440979349300019
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-07T13:21:38-05:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750800691 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS WESLEYAN UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % KAREN MONTGOMERY | InCareOfName |
| Name Control | TEXA | NameControl |
| Phone | 8175316571 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FREDERICK G SLABACH | Name |
| Title | PRESIDENT | Title |
| Phone | 8175316571 | Phone |
| Date Signed | 2014-04-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | M Paige Gerich | Name |
| Phone | 7134994600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | FREDERICK G SLABACH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 90423616 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.txwes.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1914 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | TEXAS WESLEYAN UNIVERSITY (THE UNIVERSITY), FOUNDED IN 1890 IN FORT WORTH, IS A UNITED METHODIST INSTITUTION WITH A TRADITION IN THE LIBERAL ARTS AND SCIENCES (CONTINUED IN SCHEDULE O) | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 45 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 43 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1113 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5058333 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5606587 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 59664200 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 66946811 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1949529 | InvestmentIncomePriorYear |
| Investment Income Current Year | 600295 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 782796 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1874287 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 67454858 | TotalRevenuePriorYear |
| Total Revenue Current Year | 75027980 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 11045549 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 11387286 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 37593901 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 36710970 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1584544 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 23772416 | OtherExpensePriorYear |
| Other Expenses Current Year | 23156754 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 72411866 | TotalExpensesPriorYear |
| Total Expenses Current Year | 71255010 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4957008 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3772970 | RevenuesLessExpensesCY |
| Total Assets BOY | 92115311 | TotalAssetsBOY |
| Total Assets EOY | 103768154 | TotalAssetsEOY |
| Total Liabilities BOY | 31175848 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 35653489 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 60939463 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 68114665 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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 | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 40509797 | Expense |
| Grants | 11387286 | Grants |
| Revenue | 64967716 | Revenue |
| Description | 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 2012 TERM INCLUDED 1,794 UNDERGRADUATE STUDENTS (FULL-TIME AND PART-TIME) AND 1,410 GRADUATE AND PROFESSIONAL STUDENTS FOR A TOTAL OF 3,204. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11534380 | Expense |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3045966 | Expense |
| Revenue | 2878076 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 55090143 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | true | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 318 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1113 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | true | NonDeductibleContributions |
| Non Deductible Disclosure | true | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 45 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 43 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KAREN MONTGOMERY | NamePerson |
| Telephone Number | 8175316571 | TelephoneNumber |
Address US AddressUS
| 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) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (58 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| JAMES ABEL | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| DAN BOULWARE | |||||||||
| SECRETARY | 5.0 | 0.0 | X | 0 | 0 | 0 | X | ||
| ROY C BROOKS | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| TIM BRUSTER | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| TIM CARTER | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| JERRY CHISM | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 5520 | 0 | 0 | |||
| RONALD CHRISTMAN | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 8915 | 0 | 0 | |||
| PAT EVANS | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| JANIE FARIS | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| JAN FERSING | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| DAVID GRIFFIN | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| GLEN HAHN | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| KATHLEEN HICKS | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| KENNETH JONES | |||||||||
| CHAIRMAN | 5.0 | 0.0 | X | 0 | 0 | 0 | X | ||
| ROBERT LANSFORD | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| GEORGE F LEONE | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| GLENN O LEWIS | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| THOMAS R LOCKE | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| J MICHAEL LOWRY | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| LOUELLA MARTIN | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| CHARLES MILLIKAN | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| TERRI MINOR | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| JOHN R MURPHEY | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| DAVID PARKER | |||||||||
| TRUSTEE | 4.0 | 0.0 | X | 35285 | 0 | 0 | |||
| GREG PHILLIPS | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| NORMA ROBY | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| NICK SHOLARS | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| ANNE SKIPPER | |||||||||
| PAST CHAIR | 2.0 | 0.0 | X | 8915 | 0 | 0 | X | ||
| JEFFREY A SMITH | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| LAMAR SMITH | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| CLAUDIA STEPP | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| VICKIE STEVENS | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| GARY TERRY | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| RICE M TILLEY JR | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| ANTHONY VINSON | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| BEVERLY VOLKMAN-POWELL | |||||||||
| VICE CHAIRMAN | 5.0 | 0.0 | X | 0 | 0 | 0 | X | ||
| MARK WALKER | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| MAX M WAYMAN | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |||
| JUDSON CRAMER | |||||||||
| TRUSTEE/CHAIRMAN'S COUNCIL | 0.0 | 0.0 | X | ||||||
| GARY CUMBIE | |||||||||
| TRUSTEE/CHAIRMAN'S COUNCIL | 0.0 | 0.0 | X | ||||||
| LOREN HANSON | |||||||||
| TRUSTEE/CHAIRMAN'S COUNCIL | 0.0 | 0.0 | X | ||||||
| BRODIE HYDE II | |||||||||
| TRUSTEE/CHAIRMAN'S COUNCIL | 0.0 | 0.0 | X | ||||||
| JOHN MADDUX | |||||||||
| TRUSTEE/CHAIRMAN'S COUNCIL | 2.0 | 0.0 | X | 11716 | 0 | ||||
| JAMES NICHOLS | |||||||||
| TRUSTEE/CHAIRMAN'S COUNCIL | 0.0 | 0.0 | X | ||||||
| LOWELL SMITH | |||||||||
| TRUSTEE/CHAIRMAN'S COUNCIL | 0.0 | 0.0 | X | ||||||
| FREDERICK G SLABACH | |||||||||
| PRESIDENT | 40.0 | 0.0 | 296334 | 0 | 29554 | X | |||
| PATI ALEXANDER | |||||||||
| VP ENROLLMENT & STUDENT SERV. | 40.0 | 0.0 | 121062 | 0 | 12104 | X | |||
| JOAN CANTY | |||||||||
| VP ADVANCEMENT | 40.0 | 0.0 | 127713 | 0 | 2625 | X | |||
| ALLEN HENDERSON | |||||||||
| PROVOST & SENIOR VP | 40.0 | 0.0 | 143121 | 0 | 19246 | X | |||
| KAREN L MONTGOMERY | |||||||||
| VP FINANCE & ADMINISTRATION | 40.0 | 0.0 | 110876 | 0 | 2998 | X | |||
| JOHN VEILLEUX | |||||||||
| VP MARKETING & COMMUNICATIONS | 40.0 | 0.0 | 138564 | 0 | 6458 | X | |||
| DEBRA MALOY | |||||||||
| DIRECTOR OF GPNA | 40.0 | 0.0 | 169061 | 0 | 10510 | X | |||
| FREDERICK WHITE | |||||||||
| DEAN - LAW SCHOOL | 40.0 | 0.0 | 206471 | 0 | 19379 | X | |||
| PAUL AUSTIN | |||||||||
| PROFESSOR - NURSE ANESTHESIA | 40.0 | 0.0 | 206000 | 0 | 5150 | X | |||
| FRANK ELLIOTT | |||||||||
| LAW PROFESSOR | 40.0 | 0.0 | 195239 | 0 | 12081 | X | |||
| MALINDA SEYMORE | |||||||||
| LAW PROFESSOR | 40.0 | 0.0 | 166200 | 0 | 6458 | X | |||
| STEPHEN ALTON | |||||||||
| LAW PROFESSOR | 40.0 | 0.0 | 163043 | 0 | 19685 | X | |||
| MICHAEL GREEN | |||||||||
| LAW PROFESSOR | 40.0 | 0.0 | 158776 | 0 | 11552 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2272811 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 157800 | TotalOtherCompensation |
| Number Individuals GT100 K | 54 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | Province Or StateAddressOfContractor/AddressForeign/ProvinceOrState | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|
| GUARDSMARK LLC | ||||||||||
| 22 SOUTH SECOND ST | MEMPHIS | TN | 38103 | SECURITY SERVICES | 540256 | |||||
| McLemore Building Maintenance Inc | ||||||||||
| 110 Fargo | HOUSTON | TX | 77006 | HOUSEKEEPING | 461546 | |||||
| BDO SEIDMAN LLP | ||||||||||
| PO BOX 31001-0860 | PASADENA | CA | 911100860 | ACCOUNTING SERVICES | 160648 | |||||
| FUTURE COM LTD | ||||||||||
| 807 FOREST RIDGE DR STE 105 | BEDFORD | TX | 76022 | IT SERVICES/NETWORK | 297666 | |||||
| EMBANET-COMPASS | ||||||||||
| ONLINE COURSES | 245820 | 105 GORDON BAKER ROAD STE 300 | TORONTO | ONTARIO | CA | M2H 3 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Info In Schedule O Part VIII | X | InfoInScheduleOPartVIII |
| Fundraising Events | 85130 | FundraisingEvents |
| Government Grants | 1776350 | GovernmentGrants |
| All Other Contributions | 3745107 | AllOtherContributions |
| Noncash Contributions | 530928 | NoncashContributions |
| Total Contributions | 5606587 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| STUDENT TUITION AND FEES | 611600 | 63226317 | 63226317 |
| HOUSING AND MEALS | 531110 | 2878076 | 2878076 |
| LAW BOOKSTORE | 451211 | 842418 | 842418 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 66946811 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 538320 | TotalRevenueColumn |
| Exclusion | $538,320 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1039035 | TotalRevenueColumn |
| Exclusion | $1,039,035 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 266268 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 138194 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 128074 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 128074 | TotalRevenueColumn |
| Exclusion | $128,074 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15208053 | Securities |
| Other | 55600 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15118278 | Securities |
| Other | 83400 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 89775 | Securities |
| Other | -27800 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 61975 | TotalRevenueColumn |
| Exclusion | $61,975 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 75989 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 85130 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 55764 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20225 | TotalRevenueColumn |
| Exclusion | $20,225 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| MISCELLANEOUS REVENUE | 900099 | 865815 | 865815 | |
| COLLECTION OF BAD DEBTS | 611600 | 32979 | 32979 | |
| EXTRAORDINARY LOSS | 900099 | -212028 | -$212,028 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 187 | TotalRevenueColumn |
| Related Or Exempt Function Income | 187 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 686953 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 75027980 | TotalRevenueColumn |
| Related Or Exempt Function Income | 67845792 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,575,601 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11387286 | Total |
| Program Services | 11387286 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1486428 | Total |
| Program Services | 1168397 | ProgramServices |
| Management And General | 271695 | ManagementAndGeneral |
| Fundraising | 46336 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135778 | Total |
| Program Services | 72424 | ProgramServices |
| Fundraising | 63354 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29184107 | Total |
| Program Services | 23035307 | ProgramServices |
| Management And General | 5294120 | ManagementAndGeneral |
| Fundraising | 854680 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 469230 | Total |
| Program Services | 370587 | ProgramServices |
| Management And General | 83034 | ManagementAndGeneral |
| Fundraising | 15609 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3244901 | Total |
| Program Services | 2429042 | ProgramServices |
| Management And General | 724568 | ManagementAndGeneral |
| Fundraising | 91291 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2190526 | Total |
| Program Services | 1593058 | ProgramServices |
| Management And General | 518570 | ManagementAndGeneral |
| Fundraising | 78898 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3707753 | Total |
| Program Services | 2941978 | ProgramServices |
| Management And General | 694369 | ManagementAndGeneral |
| Fundraising | 71406 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121927 | Total |
| Management And General | 121638 | ManagementAndGeneral |
| Fundraising | 289 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95034 | Total |
| Program Services | 10839 | ProgramServices |
| Management And General | 84195 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51713 | Total |
| Program Services | 51713 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 957143 | Total |
| Program Services | 761514 | ProgramServices |
| Management And General | 92824 | ManagementAndGeneral |
| Fundraising | 102805 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1210489 | Total |
| Program Services | 135414 | ProgramServices |
| Management And General | 1021518 | ManagementAndGeneral |
| Fundraising | 53557 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3059564 | Total |
| Program Services | 1609702 | ProgramServices |
| Management And General | 1347110 | ManagementAndGeneral |
| Fundraising | 102752 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2207515 | Total |
| Program Services | 1894462 | ProgramServices |
| Management And General | 313053 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1695799 | Total |
| Program Services | 1562191 | ProgramServices |
| Management And General | 90788 | ManagementAndGeneral |
| Fundraising | 42820 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200760 | Total |
| Program Services | 168814 | ProgramServices |
| Management And General | 26633 | ManagementAndGeneral |
| Fundraising | 5313 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1081621 | Total |
| Program Services | 919378 | ProgramServices |
| Management And General | 162243 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2749040 | Total |
| Program Services | 2336684 | ProgramServices |
| Management And General | 412356 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 522718 | Total |
| Program Services | 146828 | ProgramServices |
| Management And General | 375890 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DUES | 1161838 | 253735 | 885468 | 22635 |
| BAD DEBT | 627433 | 627433 | ||
| EQUIPMENT AND LIBRARY | 1047371 | 397021 | 648247 | 2103 |
| OTHER CHARGES | 339476 | 258526 | 61462 | 19488 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2319560 | Total |
| Program Services | 957810 | ProgramServices |
| Management And General | 1350542 | ManagementAndGeneral |
| Fundraising | 11208 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71255010 | Total |
| Program Services | 55090143 | ProgramServices |
| Management And General | 14580323 | ManagementAndGeneral |
| Fundraising | 1584544 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83309 | BOY |
| EOY | 3132689 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74958 | BOY |
| EOY | 1811847 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2563672 | BOY |
| EOY | 2368659 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162342 | BOY |
| EOY | 130868 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 612360 | BOY |
| EOY | 1051184 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 77555743 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 31656539 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61057631 | BOY |
| EOY | 45899204 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12651984 | BOY |
| EOY | 21537466 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6240587 | BOY |
| EOY | 4065139 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8668468 | BOY |
| EOY | 23771098 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92115311 | BOY |
| EOY | 103768154 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10070399 | BOY |
| EOY | 7671395 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1255 | BOY |
| EOY | 2747 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4476080 | BOY |
| EOY | 3073344 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12253000 | BOY |
| EOY | 12400000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 7700000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2500000 | BOY |
| EOY | 4500000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1877624 | BOY |
| EOY | 306003 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31175848 | BOY |
| EOY | 35653489 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27144042 | BOY |
| EOY | 29278111 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7520696 | BOY |
| EOY | 11478713 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26274725 | BOY |
| EOY | 27357841 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60939463 | BOY |
| EOY | 68114665 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92115311 | BOY |
| EOY | 103768154 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3772970 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2483061 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 919171 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 30650675 | BeginningOfYearBalance |
| Contributions | 163945 | Contributions |
| Investment Earnings Or Losses | 3873042 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1303987 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| End Of Year Balance | 33383675 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 37748281 | BeginningOfYearBalance |
| Contributions | 1007999 | Contributions |
| Investment Earnings Or Losses | -2009422 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 841079 | GrantsOrScholarships |
| Other Expenditures | 5255104 | OtherExpenditures |
| End Of Year Balance | 30650675 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 34877498 | BeginningOfYearBalance |
| Contributions | 788917 | Contributions |
| Investment Earnings Or Losses | 5105968 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 451273 | GrantsOrScholarships |
| Other Expenditures | 2572829 | OtherExpenditures |
| End Of Year Balance | 37748281 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 32337181 | BeginningOfYearBalance |
| Contributions | 195764 | Contributions |
| Investment Earnings Or Losses | 3772111 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 386419 | GrantsOrScholarships |
| Other Expenditures | 1041139 | OtherExpenditures |
| End Of Year Balance | 34877498 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 47365803 | BeginningOfYearBalance |
| Contributions | 1286607 | Contributions |
| Investment Earnings Or Losses | -10411999 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 850325 | GrantsOrScholarships |
| Other Expenditures | 5052905 | OtherExpenditures |
| End Of Year Balance | 32337181 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.81950 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.18050 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1141815 | OtherCostOrOtherBasis |
| Book Value | 1141815 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 57196117 | OtherCostOrOtherBasis |
| Depreciation | 22749589 | Depreciation |
| Book Value | 34446528 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3235007 | OtherCostOrOtherBasis |
| Depreciation | 751152 | Depreciation |
| Book Value | 2483855 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11141037 | OtherCostOrOtherBasis |
| Depreciation | 5681431 | Depreciation |
| Book Value | 5459606 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4841766 | OtherCostOrOtherBasis |
| Depreciation | 2474367 | Depreciation |
| Book Value | 2367400 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 45899204 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BENEFICIAL INTEREST IN TRUSTS | 9587639 |
| ASSETS HELD FOR SALE | 14183459 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 23771098 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CAPITAL LEASE OBLIGATIONS | $130,804 |
| INTEREST RATE SWAP AGREEMENTS | $173,086 |
| DUE TO/FROM & TRANSFERS | $2,113 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 306003 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 67428563 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2483061 | NetUnrealizedGainsInvestments |
| Other Revenues | -10464551 | OtherRevenues |
| Revenue Not Rptd F990 | -7981490 | RevenueNotRptdF990 |
| Revenue Subtotal | 75410053 | RevenueSubtotal |
| Investment Expenses Not Included | 51713 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -433786 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -382073 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 75027980 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 60253361 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 433786 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 433786 | ExpensesNotRptdF990 |
| Expenses Subtotal | 59819575 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 51713 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 11383722 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 11435435 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 71255010 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USES OF THE ENDOWMENT FUND | SCHEDULE D, PART V, LINE 4 | 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. |
| RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH RETURN | SCHEDULE D, PART XI, LINE 2D | SCHOLARSHIPS $(11,387,286) CHANGE IN BENEFICIAL INTEREST IN TRUSTS $919,171 OTHER CLASSIFICATION DIFFERENCE $3,564 --------------- TOTAL $(10,464,551) |
| RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH RETURN | SCHEDULE D, PART XI, LINE 4B | FUNDRAISING EXPENSES $(55,764) RENTAL EXPENSES $(138,194) EXTRAORDINARY LOSS $(212,028) LOSS ON DISPOSAL OF ASSETS $(27,800) ------------ TOTAL $(433,786) |
| RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH RETURN | SCHEDULE D, PART XII, LINE 2D | FUNDRAISING EXPENSES $55,764 RENTAL EXPENSES $138,194 EXTRAORDINARY LOSS $212,028 LOSS ON DISPOSAL OF ASSETS $27,800 ---------------- $433,786 |
| RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH RETURN | SCHEDULE D, PART XII, LINE 4B | SCHOLARSHIPS $11,387,286 OTHER CLASSIFICATION DIFFERENCE $(3,564) -------------- $11,383,722 |
| FIN 48 (ASC 740) FOOTNOTE | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | HOW THE RACIALLY NONDISCRIMINATORY POLICY IS PUBLICIZED | Identifier |
| Return Reference | PART I, LINE 3 | ReturnReference |
| Explanation | THE ORGANIZATION'S RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN THE STUDENT HANDBOOK, UNIVERSITY CATALOG AND THE WEBSITE. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Program Services | INSTRUCTION | 104324 |
| South America | Program Services | INSTRUCTION | 71424 |
| South Asia | Program Services | INSTRUCTION | 65374 |
| East Asia and the Pacific | Program Services | INSTRUCTION | 142717 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 383839 | SubtotalAmountSpent |
| Total Amount Spent | 383839 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BU Hall of Fame | NameOfEvent1 |
| Gross Receipts Event1 | 55000 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 55000 | CharitableContributionsEvent1 |
| Food And Beverage Event1 | 14894 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 7219 | OtherDirectExpensesEvent1 |
| Name Of Event2 | OD Bounds | NameOfEvent2 |
| Gross Receipts Event2 | 32152 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 30130 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 2022 | GrossRevenueEvent2 |
| Entertainment Event2 | 231 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 33420 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 73967 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 0 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 73967 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 0 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 0 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 0 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 161119 | GrossReceiptsTotal |
| Charitable Contributions Total | 85130 | CharitableContributionsTotal |
| Gross Revenue Total Events | 75989 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 0 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 14894 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 231 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 40639 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 55764 | DirectExpenseSummaryEvents |
| Net Income Summary | 20225 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 2378 | NumberOfRecipients |
| Amount Of Cash Grant | 11387286 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING USE OF GRANT FUNDS | Identifier |
| Return Reference | PART I, LINE 2 | ReturnReference |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FREDERICK G SLABACH | ||||||||||||||
| PRESIDENT | 283366 | 0 | 0 | 0 | 12968 | 0 | 7623 | 0 | 21931 | 0 | 325888 | 0 | 0 | 0 |
| ALLEN HENDERSON | ||||||||||||||
| PROVOST & SENIOR VP | 143121 | 0 | 0 | 0 | 0 | 0 | 3829 | 0 | 15416 | 0 | 162366 | 0 | 0 | 0 |
| DEBRA MALOY | ||||||||||||||
| DIRECTOR OF GPNA | 169061 | 0 | 0 | 0 | 0 | 0 | 4052 | 0 | 6458 | 0 | 179571 | 0 | 0 | 0 |
| FREDERICK WHITE | ||||||||||||||
| DEAN - LAW SCHOOL | 201671 | 0 | 0 | 0 | 4800 | 0 | 5263 | 0 | 14116 | 0 | 225850 | 0 | 0 | 0 |
| PAUL AUSTIN | ||||||||||||||
| PROFESSOR - NURSE ANESTHESIA | 206000 | 0 | 0 | 0 | 0 | 0 | 5150 | 0 | 0 | 0 | 211150 | 0 | 0 | 0 |
| FRANK ELLIOTT | ||||||||||||||
| LAW PROFESSOR | 195239 | 0 | 0 | 0 | 0 | 0 | 4389 | 0 | 7692 | 0 | 207320 | 0 | 0 | 0 |
| MALINDA SEYMORE | ||||||||||||||
| LAW PROFESSOR | 166200 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 6458 | 0 | 172658 | 0 | 0 | 0 |
| STEPHEN ALTON | ||||||||||||||
| LAW PROFESSOR | 163043 | 0 | 0 | 0 | 0 | 0 | 4019 | 0 | 15666 | 0 | 182728 | 0 | 0 | 0 |
| MICHAEL GREEN | ||||||||||||||
| LAW PROFESSOR | 158776 | 0 | 0 | 0 | 0 | 0 | 4081 | 0 | 7471 | 0 | 170328 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF BENEFITS | Identifier |
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | ALL AMOUNTS PAID FOR SOCIAL CLUB DUES AND HOUSING ARE INCLUDED IN EMPLOYEE FORM W-2 TAXABLE INCOME AS FOLLOWS: SOCIAL CLUB DUES - FREDERICK G. SLABACH HOUSING ALLOWANCE - JOHN VEILLEUX | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| 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) |
|---|---|---|
| Issuer EIN | 752237898 | IssuerEIN |
| CUSIP Number | XXXXXXXXX | CUSIPNumber |
| Date Issued | 2012-07-26 | DateIssued |
| Issue Price | 12400000 | IssuePrice |
| Description Of Purpose | PROMISSORY NOTE (TWU) SERIES 2012 | DescriptionOfPurpose |
| Defeased | true | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 0 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 12400000 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 0 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 12400000 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Bond Iss Meet Prvt Security Pay Test | false | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedProp |
| Remedial Action Taken | false | RemedialActionTaken |
| Non Qualified Bond Remed Procdrs | true | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiled |
| Rebate Not Due Yet | true | RebateNotDueYet |
| Exception To Rebate | false | ExceptionToRebate |
| No Rebate Due | false | NoRebateDue |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | false | ProcToUndertkCorrectiveAction |
Form990 Schedule K Part VI Form990ScheduleKPartVI (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| REFINANCED BONDS | 0 | TEXAS WESLEYAN UNIVERSITY SERIES 2010 REVENUE BONDS ISSUE DATE 12/22/10 |
| PROCEDURE TO MONITOR REQUIREMENTS OF SECTION 148 | 0 | THE ORGANIZATION IS IN THE PROCESS OF ESTABLISHING WRITTEN PROCEDURES TO MONITOR THE COMPLIANCE WITH THE ARBITRAGE, YIELD RESTRICTION AND REBATE REQUIREMENTS UNDER CODE SECTION 148. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| GINA PHILLIPS | |||
| SISTER IN LAW OF TRUSTEE | 63354 | SALARIES/WAGES | false |
| KEVIN MILLIKAN | |||
| SON OF TRUSTEE | 72424 | SALARIES/WAGES | false |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 530928 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MOST SIGNIFICANT ACTIVITIES | FORM 990, PART I, LINE 1 | (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 REVIEW PROCESS | FORM 990, PART VI, SECTION B, LINE 11 | 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. |
| EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS OF INTEREST | FORM 990, PART VI, SECTION B, LINE 12C | 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. |
| DELEGATION OF AUTHORITY | FORM 990, PART VI, SECTION A, LINE 1A | 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. |
| REVIEW OF CEO COMPENSATION | FORM 990, PART VI, SECTION B, LINE 15A | THE UNIVERSITY USES NATIONAL COMPENSATION SURVEYS TO DETERMINE COMPENSATION OF THE CEO. COMPENSATION IS THEN APPROVED BY THE UNIVERSITY'S BOARD OF TRUSTEES. |
| HOW ORGANIZATIONAL DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC | FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, UNIVERSITY POLICIES, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | FORM 990, PART XI, LINE 9 | CHANGE IN BENEFICIAL INTEREST IN TRUSTS $919,171 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (6) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | TRUST | PrimaryActivity |
| Legal Domicile State | TX | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | TRUST | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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