UNIVERSITY OF MARY HARDIN-BAYLOR: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF MARY HARDIN-BAYLOR (EIN 74-1161940)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2013-04-15
- IRS object ID
- 201301059349300130
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-15T12:33:33-07:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Davis Kinard & Co PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741161940 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Mary Hardin-Baylor | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 2542954169 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jennifer Ramm | Name |
| Title | CFO | Title |
| Date Signed | 2013-04-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robert Womack CPA | Name |
| Phone | 3256724000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 92151063 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.umhb.edu | WebSite |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 46 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 46 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1492 | TotalNbrEmployees |
| Total Nbr Volunteers | 75 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 8698947 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13451853 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 65427196 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 73794334 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4165972 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4792482 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 78292115 | TotalRevenuePriorYear |
| Total Revenue Current Year | 92038669 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 12804256 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 15011621 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 30912937 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 33043669 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 121952 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2099461 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 21886340 | OtherExpensePriorYear |
| Other Expenses Current Year | 23718182 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 65603533 | TotalExpensesPriorYear |
| Total Expenses Current Year | 71895424 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 12688582 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 20143245 | RevenuesLessExpensesCY |
| Total Assets BOY | 191894340 | TotalAssetsBOY |
| Total Assets EOY | 229917276 | TotalAssetsEOY |
| Total Liabilities BOY | 49451586 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 76257848 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 142442754 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 153659428 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 63347916 | Expense |
| Grants | 15011621 | Grants |
| Revenue | 73794334 | Revenue |
| Description | Higher education institution serving approximately 3,000 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. | Description |
| Total Program Service Expense | 63347916 | 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 | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | false | 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 | false | 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 | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | 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 |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 146 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1492 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 46 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 46 | 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 | true | 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 |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | false | 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 | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Jennifer Ramm | NamePerson |
| Telephone Number | 2542955527 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 College Street Box 8003 | AddressLine1 |
| City | Belton | City |
| State | TX | State |
| ZIP Code | 76513 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (58 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Mr Gordon Wiggers | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Dr Don Wesson | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Dr Stephen Walker | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Rev Hallie Tolbert Jr | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mrs Sara Smith | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mrs Pat Shannon | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mrs Nelda Sanders | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Rev Willie Robertson | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Delia Quintanilla | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Ms Mary Priest | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mrs Jane Potter | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mr Jack A Phelps | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mr James O'Barr | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mr Gene Nakayama | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mrs JoAn Musick-Dillard | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Miss Janie Minten | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mr John Messer | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mr Robert Drayton McLane III | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mrs Sue Mayborn | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mrs Jennifer Manning | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mrs Pam Manly | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mr Eduardo Lara | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Dr Martin Knox | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mr Vernon King | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mr Delroy Johnson | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mrs Delma Jacks | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mr Carl Hudson | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mrs Betty Huber | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mr Glenn Hodge | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Rev Jimmy Hinton | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mrs Leska Hendricks | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Rev Mike Harkrider | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Ms Anne Halbert | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mr Robert Galligan | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Dr Perry Fulcher | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Rev Brian Dunks | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mrs Camille Dillard | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mr Rodney Deyoe | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Rev Andy Davis | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mr John Covin | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mr Jerry Brentham | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mrs Sue Bounds | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mr Bob Black | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mr Ted B Bartley | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mr Steve Barksdale | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Dr Henry Adrion III | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Steve Theodore | ||||||||
| COO | 40.00 | 220747 | 0 | 27736 | X | |||
| Jennifer L Ramm | ||||||||
| VP Business/Fin | 40.00 | 164754 | 0 | 28510 | X | |||
| Randal G O'Rear | ||||||||
| President | 40.00 | 349212 | 0 | 76412 | X | |||
| Steven L Oldham | ||||||||
| Provost | 40.00 | 203430 | 0 | 25481 | X | |||
| Edward E Martin | ||||||||
| Sr VP Planning | 40.00 | 240850 | 0 | 33390 | X | |||
| Brent E Davison | ||||||||
| Vice President for Development | 40.00 | 162417 | 0 | 13466 | X | |||
| Jerry G Bawcom | ||||||||
| Chancellor | 40.00 | 558336 | 0 | 31930 | X | |||
| James R King | ||||||||
| Dean-Business | 40.00 | 129414 | 0 | 25333 | X | |||
| Benjie F Shipp | ||||||||
| VP Athletics | 40.00 | 131912 | 0 | 22853 | X | |||
| Sharon S Souter | ||||||||
| Dean-Nursing | 40.00 | 125982 | 0 | 25417 | X | |||
| Cliffa A Foster | ||||||||
| Dept. Chair-EXSS | 40.00 | 124127 | 0 | 16912 | X | |||
| William G Tanner | ||||||||
| Dept. Chair-CSE | 40.00 | 123779 | 0 | 16575 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2534960 | TotalReportableCompFromOrg |
| Total Other Compensation | 344015 | TotalOtherCompensation |
| Number Individuals GT100 K | 24 | 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 |
|---|---|---|---|---|---|
| Wright Builders | |||||
| 5640 Kegley Lane Place | Temple | TX | 765027407 | Construction | 1630925 |
| Sodexo Services of Texas LLP | |||||
| PO Box 352 | Buffalo | NY | 142400352 | Food Services | 1761145 |
| Populous Inc | |||||
| 300 Wyandotte Ste 300 | Kansas City | MO | 64105 | Architect | 1191882 |
| Noble Americas Energy Solutions | |||||
| PO Box 730964 | Dallas | TX | 753730964 | Electricity Provider | 1654676 |
| GSC Architects | |||||
| 901 S Mopac Expy Bldg III Ste400 | Austin | TX | 78746 | Architect | 955009 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 26 | NumberOfContractorsGT100K |
| Related Organizations | 350000 | RelatedOrganizations |
| Government Grants | 418002 | GovernmentGrants |
| All Other Contributions | 12683851 | AllOtherContributions |
| Total Contributions | 13451853 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| Tuition & Fees | 60923050 | 60923050 |
| Student Related Charges | 3116620 | 3116620 |
| Auxiliary Enterprises | 9754664 | 9754664 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 73794334 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4777617 | TotalRevenueColumn |
| Exclusion | $4,777,617 | 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 | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 127259 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 112394 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14865 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14865 | TotalRevenueColumn |
| Exclusion | $14,865 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 92038669 | TotalRevenueColumn |
| Related Or Exempt Function Income | 73794334 | RelatedOrExemptFunctionIncome |
| Exclusion | $4,792,482 | 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 | 15011621 | Total |
| Program Services | 15011621 | 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 | 2196624 | Total |
| Program Services | 806003 | ProgramServices |
| Management And General | 771733 | ManagementAndGeneral |
| Fundraising | 618888 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24285819 | Total |
| Program Services | 21339725 | ProgramServices |
| Management And General | 2371004 | ManagementAndGeneral |
| Fundraising | 575090 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1435305 | Total |
| Program Services | 1263068 | ProgramServices |
| Management And General | 143531 | ManagementAndGeneral |
| Fundraising | 28706 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3315062 | Total |
| Program Services | 2633123 | ProgramServices |
| Management And General | 442539 | ManagementAndGeneral |
| Fundraising | 239400 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1810859 | Total |
| Program Services | 1593556 | ProgramServices |
| Management And General | 181086 | ManagementAndGeneral |
| Fundraising | 36217 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99785 | Total |
| Management And General | 99785 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43000 | Total |
| Management And General | 43000 | 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 | 121952 | Total |
| Fundraising | 121952 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 429737 | Total |
| Program Services | 429737 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 275675 | Total |
| Program Services | 159687 | ProgramServices |
| Management And General | 45092 | ManagementAndGeneral |
| Fundraising | 70896 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2438228 | Total |
| Program Services | 1968129 | ProgramServices |
| Management And General | 261106 | ManagementAndGeneral |
| Fundraising | 208993 | 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 | 2334710 | Total |
| Program Services | 2275277 | ProgramServices |
| Management And General | 59433 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1528286 | Total |
| Program Services | 1426858 | ProgramServices |
| Management And General | 56409 | ManagementAndGeneral |
| Fundraising | 45019 | 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 | 143667 | Total |
| Program Services | 120349 | ProgramServices |
| Management And General | 14602 | ManagementAndGeneral |
| Fundraising | 8716 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1315584 | Total |
| Program Services | 1315584 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5633622 | Total |
| Program Services | 5633622 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 468875 | Total |
| Program Services | 468875 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Bookstore Purchases | 1271144 | 1271144 | ||
| Food Service | 1590983 | 1590983 | ||
| Other | 2196160 | 757522 | 1394486 | 44152 |
| Services | 3158108 | 2492435 | 564241 | 101432 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 790618 | Total |
| Program Services | 790618 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71895424 | Total |
| Program Services | 63347916 | ProgramServices |
| Management And General | 6448047 | ManagementAndGeneral |
| Fundraising | 2099461 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47003 | BOY |
| EOY | 151481 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18914830 | BOY |
| EOY | 35673277 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4943949 | BOY |
| EOY | 9883152 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2221205 | BOY |
| EOY | 1238266 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1605748 | BOY |
| EOY | 1383641 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 532937 | BOY |
| EOY | 560717 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 178360 | BOY |
| EOY | 250342 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 140860277 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 48043637 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75895706 | BOY |
| EOY | 92816640 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87420571 | BOY |
| EOY | 87724265 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134031 | BOY |
| EOY | 235495 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 191894340 | BOY |
| EOY | 229917276 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8107392 | BOY |
| EOY | 11689146 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 901989 | BOY |
| EOY | 782541 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26577471 | BOY |
| EOY | 50175239 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 378063 | BOY |
| EOY | 71869 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13486671 | BOY |
| EOY | 13539053 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49451586 | BOY |
| EOY | 76257848 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75841624 | BOY |
| EOY | 82844455 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28217879 | BOY |
| EOY | 31287353 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38383251 | BOY |
| EOY | 39527620 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142442754 | BOY |
| EOY | 153659428 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 191894340 | BOY |
| EOY | 229917276 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 20143245 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -8926571 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 63096461 | BeginningOfYearBalance |
| Contributions | 1119737 | Contributions |
| Investment Earnings Or Losses | -2583398 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -2082038 | GrantsOrScholarships |
| End Of Year Balance | 59550762 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 54043017 | BeginningOfYearBalance |
| Contributions | 895513 | Contributions |
| Investment Earnings Or Losses | 9935476 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1778245 | GrantsOrScholarships |
| End Of Year Balance | 63096461 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 50353670 | BeginningOfYearBalance |
| Contributions | 1165373 | Contributions |
| Investment Earnings Or Losses | 4348946 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1824272 | GrantsOrScholarships |
| End Of Year Balance | 54043717 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.14000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.62000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.24000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4774153 | OtherCostOrOtherBasis |
| Book Value | 4774153 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 87609820 | OtherCostOrOtherBasis |
| Depreciation | 27295112 | Depreciation |
| Book Value | 60314708 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22779585 | OtherCostOrOtherBasis |
| Depreciation | 16048514 | Depreciation |
| Book Value | 6731071 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25696719 | OtherCostOrOtherBasis |
| Depreciation | 4700011 | Depreciation |
| Book Value | 20996708 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 92816640 | TotalOfBookValueLandBuildings |
| Total Of Book Value Securities | 87724265 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Student Loans Refundable | $1,321,577 |
| Capital Leases Payable | $3,511 |
| Annuities Payable | $1,490,203 |
| Accrued Post-Retirement Benefits | $10,723,762 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 13539053 | TotalOfAmounts |
| Total Revenue | 92038669 | TotalRevenue |
| Total Expenses | 71895424 | TotalExpenses |
| Excess Or Deficit For Year | 20143245 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -7164457 | NetUnrealizedGLOnInvestments |
| Other | -$1,762,114 | OtherAmount |
| Total Adjustments | -8926571 | TotalAdjustments |
| Excess Or Deficit Per FS | 11216674 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 69862591 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -7164457 | NetUnrealizedGainsInvestments |
| Other Revenues | -15011621 | OtherRevenues |
| Revenue Not Rptd F990 | -22176078 | RevenueNotRptdF990 |
| Revenue Subtotal | 92038669 | RevenueSubtotal |
| Total Revenue Per Form990 | 92038669 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 58645917 | TotExpensesEtcAuditedFinclStmt |
| Losses Reported | 835748 | LossesReported |
| Other Expenses Included | 926366 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1762114 | ExpensesNotRptdF990 |
| Expenses Subtotal | 56883803 | ExpensesSubtotal |
| Other Expenses Not Included | 15011621 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 15011621 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 71895424 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | 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 2012 and 2011, there was no liability for any federal income tax resulting from unrelated business income.The University adopted authoritative guidance related to uncertain tax positions on June 1, 2009. The University had no unrecognized tax benefits that would require an adjustment to the June 1, 2009 net asset balance. The University had no unrecognized tax benefits at May 31, 2012 and 2011. During the years ended May 31, 2012 and 2011, the University recognized no interest and penalties. |
| Part XIII, Line 4b | Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Reclass of Scholarships/Discounts $15011621 |
| Part XIII, Line 2d | Part XIII, Line 2d: Other expenses and losses per audited F/S | Post-Retirement Benefit Changes $946257 Present Value Adjustment to Annuities $-19891 |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | Present Value Adjustments to Annuities $19891 Post-retirement Benefit Changes $ -946257 Loss on disposal of assets $ -835748 |
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 | Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized | Identifier |
| Explanation | UMHB publishes its nondiscrimination policy on web site, catalog, student handbook, and on the application for admission. During registration period, UMHB publishes in local newspapers. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Amount Retained By ContractorAmountRetainedByContractor |
|---|---|---|---|---|---|---|
| J F Smith Group | ||||||
| PO Box 1197 | Auburn | AL | 36831 | Training | false | 12500 |
| The Pursuant Gr | ||||||
| 5151 Belt Line | Dallas | TX | 75254 | Marketing Video | false | 30743 |
| Woodward Group | ||||||
| 219 Westfield | Temple | TX | 76502 | Print Material | false | 78709 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 121952 | TotalRetainedByContractors |
| Licensed States | TX | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships, Various Students | TypeOfGrant |
| Number Of Recipients | 2701 | NumberOfRecipients |
| Amount Of Cash Grant | 15011621 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| 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 |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | 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 | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg |
|---|---|---|---|---|---|
| Steven L Oldham | |||||
| 183706 | 19724 | 18371 | 7110 | 228911 | |
| Steve Theodore | |||||
| 199282 | 21465 | 19992 | 7744 | 248483 | |
| Sharon S Souter | |||||
| 117212 | 6250 | 12547 | 12870 | 151399 | 2520 |
| Randal G O'Rear | |||||
| 301866 | 40738 | 18202 | 58210 | 425624 | 6608 |
| Jerry G Bawcom | |||||
| 156680 | 6650 | 16500 | 15430 | 590266 | 395006 |
| Jennifer L Ramm | |||||
| 148929 | 15825 | 15016 | 13494 | 193264 | |
| James R King | |||||
| 122046 | 4328 | 9340 | 15993 | 154747 | 3040 |
| Edward E Martin | |||||
| 184920 | 21120 | 19200 | 14190 | 274240 | 34810 |
| Brent E Davison | |||||
| 152420 | 1597 | 1064 | 12402 | 175883 | 8400 |
| Benjie F Shipp | |||||
| 124618 | 7294 | 12760 | 10093 | 154765 | |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Sch J, Part I, Line 7 | Part I, Line 7: Non-Fixed payments not listed above | From time to time, the University provides discretionary flexible compensation to administrators, faculty, & staff. Any discretionary compensation is evaluated and approved by independent parties. |
| Sch J, Part I, Line 1a | 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. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|
| Milford Higher Ed Corp | ||||||
| 752383037 | 2012-05-22 | 10000000 | Construct campus facilities | false | false | false |
| Milford Higher Ed Corp | ||||||
| 752383037 | 2011-12-06 | 10000000 | Construct campus facilities | false | false | false |
| Crawford Higher Edu Corp | ||||||
| 721536594 | 2010-12-15 | 10000000 | Construct campus facilities | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Capital ExpendituresCapitalExpenditures | Amount Bond DefeasedAmountBondDefeased | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|
| 10000000 | 51500 | 9948500 | 2012 | false | false | false | |||
| 10000000 | 65530 | 3809150 | 2012 | false | false | false | 6125320 | ||
| 10000000 | 49000 | 2011 | false | false | true | 9951000 | 476046 | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|
| false | false | false | false | true |
| false | false | false | false | true |
| false | false | false | false | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|
| Frost Capital | ||||||||
| false | true | true | 20.0000 | true | false | false | false | false |
| Frost Capital | ||||||||
| false | true | true | 15.0000 | true | false | false | false | false |
| Frost Capital | ||||||||
| false | true | true | 15.0000 | true | false | false | false | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|
| Crawford Higher Edu Corp | ||||||
| 721536594 | 2010-02-25 | 6000000 | Construct campus facilities | false | false | false |
| Crawford Higher Edu Corp | ||||||
| 721536594 | 2009-07-15 | 5000000 | Construct campus facilities | false | false | false |
| Roman Forest Higher Educaiton Facilities Corp | ||||||
| 200431603 | 2002-12-31 | 10000000 | Construct campus facilities | false | false | false |
| Wallis Higher Education Facilities Corporation | ||||||
| 760599530 | 2005-01-18 | 6000000 | Construct campus facilities | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|
| 996500 | 6000000 | 52000 | 5948000 | 2010 | false | false | true | true |
| 347000 | 5000000 | 61728 | 4938272 | 2012 | false | false | true | true |
| 3321289 | 10000000 | 10000000 | 2003 | false | false | true | true | |
| 2314925 | 6000000 | 6000000 | 2006 | false | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|
| false | false | false | false | true |
| false | false | false | false | true |
| false | false | false | false | true |
| false | false | false | false | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|
| Frost Capital | ||||||||
| false | true | true | 10.0000 | true | false | false | false | false |
| Frost Capital | ||||||||
| false | true | true | 10.0000 | true | false | false | false | false |
| Bank of America | ||||||||
| false | true | true | 20.0000 | true | false | false | false | false |
| Bank of America | ||||||||
| false | true | true | 15.0000 | true | false | false | false | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (3 entries)
| Type Of AssistanceTypeOfAssistance |
|---|
| $58,020 Discount Tuition |
| $13,735 Need Based Schol. |
| $16,800 Merit Scholarship |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | 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. |
| Form 990, Part VI, Line 15b | 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 12c | 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 11 | Form 990, Part VI, Line 11: Form 990 Review Process | Prior to filing, Form 990 is provided to the Executive Committee and Audit Sub-Committee of the Board of Trustees. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMHB Foundation | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | Private Foundation | PublicCharityStatus |
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 Org | false | ControlledOrg |
| 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 | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| 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 |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMHB Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | c | TransactionType |
| Amount Involved | 350000 | AmountInvolved |
| Method Of Amt Determination | Cash Gift | MethodOfAmtDetermination |
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