PI BETA PHI FOUNDATION FOR SCHOLARSHIPS: Form 990, tax year 2011
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- Organization
- PI BETA PHI FOUNDATION FOR SCHOLARSHIPS (EIN 75-6025860)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-01-23
- IRS object ID
- 201310239349300016
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-23T12:59:56-06:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL H WEAVER CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 N CENTRAL EXPRESSWAY STE 775 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75206 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756025860 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PI BETA PHI FOUNDATION FOR SCHOLARSHIPS AT SMU | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PIBE | NameControl |
| Phone | 2148910822 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3101 DANIEL AVENUE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752051435 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHY KELLEY | Name |
| Title | TREASURER | Title |
| Phone | 2148910822 | Phone |
| Date Signed | 2013-01-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL H WEAVER | Name |
| PTIN | P00229447 | PTIN |
| Phone | 2143527050 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KATHY KELLEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4317 PURDUE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75225 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 662979 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1950 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE HOUSING, SCHOLARSHIPS AND PROMOTE EDUCATION FOR FEMALE STUDENTS AT SMU. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7 | TotalNbrEmployees |
| Total Nbr Volunteers | 11 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 357754 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 143635 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 493060 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 517800 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4916 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1544 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 855730 | TotalRevenuePriorYear |
| Total Revenue Current Year | 662979 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 13000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12500 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 144918 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 152361 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 364410 | OtherExpensePriorYear |
| Other Expenses Current Year | 323676 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 522328 | TotalExpensesPriorYear |
| Total Expenses Current Year | 488537 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 333402 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 174442 | RevenuesLessExpensesCY |
| Total Assets BOY | 6362924 | TotalAssetsBOY |
| Total Assets EOY | 6222135 | TotalAssetsEOY |
| Total Liabilities BOY | 1296007 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 980776 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5066917 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5241359 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE ORGANIZATION WAS CREATED FOR THE SPECIFIC EDUCATIONAL PURPOSE OF AIDING AND ENCOURAGING FEMALE STUDENTS AT SOUTHERN METHODIST UNIVERSITY, DALLAS, TEXAS AND PARTICULARLY, BUT NOT EXCLUSIVELY THOSE WHO ARE MEMBERS OF THE TEXAS BETA CHAPTER OF THE PI BETA PHI FRATERNITY, OR WHO ARE PLEDGED TO BECOME SUCH MEMBERS,(A) TO ACHIEVE AND MAINTAIN HIGH SCHOLASTIC STANDARDS;(B) TO ADD TO THEIR GENERAL CULTURE AND KNOWLEDGE, AS WELL AS THEIR ABILITY AND DESIRE TO COOPERATE WITH THEIR FELLOW STUDENTS IN PROMOTING THOSE THINGS OF A CIVIC, EDUCATIONAL OR RELIGIOUS NATURE WHICH ARE FOR THE GENERAL GOOD OF SOUTHERN METHODIST UNIVERSITY; AND(C) TO MAINTAIN THEMSELVES WHILE ATTENDING SOUTHERN METHODIST UNIVERSITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 482219 | Expense |
| Grants | 12500 | Grants |
| Revenue | 517800 | Revenue |
| Description | BOARDING & LIVING FACILITIES PROVIDED FOR 38 STUDENTS AND INSTRUCTION AND SUPERVISION WITH RESPECT TO CULTURAL, EDUCATIONAL, RELIGIOUS, AND CIVIC MATTERS & SUBJECTS FOR OVER 140 MEMBERS OF THE PI BETA PHI FRATERNITY TEXAS BETA CHAPTER AND STUDENTS AT SOUTHERN METHODIST UNIVERSITY. SCHOLARSHIPS WERE GRANTED TO 3 STUDENTS OF SOUTHERN METHODIST UNIVERSITY; FUNDING WAS PROVIDED TO THE GEORGE BUSH PRESIDENTIAL LIBRARY AND MUSEUM; AND FUNDING WAS PROVIDED FOR AN EDUCATIONAL SYMPOSIUM SPEAKER TO ADDRESS ALCOHOL ON CAMPUS ISSUES AT SOUTHERN METHODIST UNIVERSITY. APPROXIMATELY 150 STUDENTS ATTENDED THE SYMPOSIUM. | Description |
| Total Program Service Expense | 482219 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 7 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KATHY KELLEY | NamePerson |
| Telephone Number | 2148910822 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4317 PURDUE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75225 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| BETH CLARK | |||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 |
| CELIA CRANK | |||||
| VP - SCHOLARSHIP | 1.00 | X | 0 | 0 | 0 |
| CECILIE HOLMAN | |||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 |
| KATHY KELLEY | |||||
| TREASURER | 1.00 | X | 0 | 0 | 0 |
| DONNA TENNEY | |||||
| LANDSCAPE | 1.00 | X | 0 | 0 | 0 |
| MARY JOY HINTON | |||||
| PARLIMENTARIAN | 1.00 | X | 0 | 0 | 0 |
| KAREN SHUTEE | |||||
| HOUSE INTERIORS | 1.00 | X | 0 | 0 | 0 |
| MARY CYNTHIA CHURCH | |||||
| HOUSE MAINTENANCE | 1.00 | X | 0 | 0 | 0 |
| LINDA YATES | |||||
| HOUSE MAINTENANCE | 1.00 | X | 0 | 0 | 0 |
| NANCY ROGERS CASTEEL | |||||
| CONSTRUCTION | 1.00 | X | 0 | 0 | 0 |
| SUSAN KULL | |||||
| MECHANICAL | 1.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 143635 | AllOtherContributions |
| Total Contributions | 143635 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| HOUSING RENTAL | 531110 | 465000 | 465000 |
| HOUSE MAINTENANCE FEES | 531110 | 52800 | 52800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 517800 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1544 | TotalRevenueColumn |
| Exclusion | $1,544 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 662979 | TotalRevenueColumn |
| Related Or Exempt Function Income | 517800 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,544 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12500 | Total |
| Program Services | 12500 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137772 | Total |
| Program Services | 137772 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14589 | Total |
| Program Services | 14589 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1743 | Total |
| Management And General | 1743 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4375 | Total |
| Management And General | 4375 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200 | Total |
| Management And General | 200 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 791 | Total |
| Program Services | 791 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61168 | Total |
| Program Services | 61168 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173942 | Total |
| Program Services | 173942 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19147 | Total |
| Program Services | 19147 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| REPAIR & MAINTENANCE | 41747 | 41747 |
| LANDSCAPE MAINTENANCE | 7808 | 7808 |
| GENERAL AND ADMINISTRAT | 5011 | 5011 |
| PAYROLL SERVICE | 3657 | 3657 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4087 | Total |
| Program Services | 4087 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 488537 | Total |
| Program Services | 482219 | ProgramServices |
| Management And General | 6318 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68497 | BOY |
| EOY | 12499 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 442238 | BOY |
| EOY | 529287 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 6341047 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 660698 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5852189 | BOY |
| EOY | 5680349 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6362924 | BOY |
| EOY | 6222135 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1296007 | BOY |
| EOY | 980776 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1296007 | BOY |
| EOY | 980776 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5066917 | BOY |
| EOY | 5241359 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5066917 | BOY |
| EOY | 5241359 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6362924 | BOY |
| EOY | 6222135 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 174442 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1839565 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1111194 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 643373 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 357754 | CurrentTaxYearMinus1Year |
| Current Tax Year | 143635 | CurrentTaxYear |
| Total | 4095521 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 367612 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 434650 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 520975 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 493060 | CurrentTaxYearMinus1Year |
| Current Tax Year | 517800 | CurrentTaxYear |
| Total | 2334097 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2207177 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1545844 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1164348 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 850814 | CurrentTaxYearMinus1Year |
| Current Tax Year | 661435 | CurrentTaxYear |
| Total | 6429618 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 665944 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 444294 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 211706 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 123100 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34550 | CurrentTaxYear |
| Total | 1479594 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 665944 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 444294 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 211706 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 123100 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34550 | CurrentTaxYear |
| Total | 1479594 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 4950024 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 50668 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35224 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9531 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4916 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1544 | CurrentTaxYear |
| Total | 101883 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 50668 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35224 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9531 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4916 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1544 | CurrentTaxYear |
| Total | 101883 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2257845 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1581068 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1173879 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 855730 | CurrentTaxYearMinus1Year |
| Current Tax Year | 662979 | CurrentTaxYear |
| Total | 6531501 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.75790 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.74890 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01560 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01930 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5908681 | OtherCostOrOtherBasis |
| Depreciation | 458848 | Depreciation |
| Book Value | 5449833 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 432366 | OtherCostOrOtherBasis |
| Depreciation | 201850 | Depreciation |
| Book Value | 230516 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5680349 | TotalOfBookValueLandBuildings |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN METHODIST UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6425 BOAZ LANE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75275 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 750800689 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 10500 | AmountOfCashGrant |
| Method Of Valuation | CASH VALUE | MethodOfValuation |
| Purpose Of Grant | SCHOLARSHIPS | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANTS IN THE FORM OF SCHOLARSHIPS ARE MADE TO SOUTHERN METHODIST UNIVERSITY. THE UNIVERSITY ADMINISTERS THE SCHOLARSHIPS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S PRESIDENT AND TREASURER REVIEW THE DRAFT COPY OF THE FORM 990 WITH THE ORGANIZATION'S ACCOUNTANT (PAID PREPARER) AND MAKE THE DRAFT COPY AVAILABLE TO THE GOVERNING BODY FOR REVIEW, COMMENT, AND ANY CHANGES PRIOR TO ITS FILING. |
| AND FORM 990, PART VII: THE ORGANIZATION HAS NO PAID OFFICERS OR DIRECTORS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S ADDRESS. |
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