CONCORDIA UNIVERSITY TEXAS: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CONCORDIA UNIVERSITY TEXAS (EIN 74-1161941)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201311349349300861
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T08:23:01-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390859910 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S 6TH ST STE 2300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741161941 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONCORDIA UNIVERSITY TEXAS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CONC | NameControl |
| Phone | 5123133000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 CONCORDIA UNIVERSITY DRIVE | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78726 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAMELA LEE | Name |
| Title | VICE PRESIDENT | Title |
| Phone | 5123133000 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAWRENCE H MOHR CPA | Name |
| PTIN | P00447603 | PTIN |
| Phone | 6128764500 | 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) |
|---|---|---|
| Name Of Principal Officer Person | THOMAS CEDEL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 CONCORDIA UNIVERSITY DRIVE | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78726 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 47313187 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 1709 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CONCORDIA.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1926 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | PROVIDING 4 YEAR UNDERGRADUATE PROGRAMS AND MASTER DEGREE PROGRAMS IN EDUCATION AND BUSINESS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 921 | TotalNbrEmployees |
| Total Nbr Volunteers | 27 | TotalNbrVolunteers |
| Total Gross UBI | 275 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4761694 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5004532 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 35765447 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 41156320 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 214674 | InvestmentIncomePriorYear |
| Investment Income Current Year | 563096 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 140098 | OtherRevenuePriorYear |
| Other Revenue Current Year | 277229 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 40881913 | TotalRevenuePriorYear |
| Total Revenue Current Year | 47001177 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 9281911 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 11127952 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 16209939 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 19298902 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1112048 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 14627065 | OtherExpensePriorYear |
| Other Expenses Current Year | 15390413 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 40118915 | TotalExpensesPriorYear |
| Total Expenses Current Year | 45817267 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 762998 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1183910 | RevenuesLessExpensesCY |
| Total Assets BOY | 105758514 | TotalAssetsBOY |
| Total Assets EOY | 105824476 | TotalAssetsEOY |
| Total Liabilities BOY | 38845871 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 37739251 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 66912643 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 68085225 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDING 4 YEAR UNDERGRADUATE PROGRAMS AND MASTER DEGREE PROGRAMS IN EDUCATION AND BUSINESS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 37552377 | Expense |
| Grants | 11127952 | Grants |
| Revenue | 41156320 | Revenue |
| Description | HIGHER EDUCATION: THE UNIVERSITY'S PRIMARY PURPOSE IS TO PROVIDE A FOUR-YEAR UNDERGRADUATE PROGRAM LEADING TO A DEGREE IN VARIOUS DISCIPLINES AND TO SUPPORT THESE DISCIPLINES WITH CONTINUING EDUCATION. IN ADDITION, THE UNIVERSITY OFFERS GRADUATE PROGRAMS LEADING TO A MASTERS DEGREE IN EDUCATION AND BUSINESS. ALL EXPENDITURES RELATE TO THE EDUCATIONAL PROGRAM. (2500 STUDENTS) | Description |
| Total Program Service Expense | 37552377 | 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 | 1 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | 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 | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | 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 | 4389 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 921 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | 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 | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | TX | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONCORDIA UNIVERSITY TEXAS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5123133000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 CONCORDIA UNIVERSITY DRIVE | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78726 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| QUENTIN ANDERSON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| BARRY BURGDORF | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ALBERT CARRION | |||||||
| VICE CHAIR | 2.00 | X | 0 | 0 | 0 | X | |
| REV ALBERT DOERING | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| REV MICHAEL DORN | |||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X | |
| STEPHEN EGGOLD | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MARK HAZELWOOD | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| REV KENNETH HENNINGS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| REBECCA KIESCHNICK | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DR MAX KIESLING | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| NOREEN LINKE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| KRISTI MATUS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ED MOERBE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| CHUCK REQUADT | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ROBYN ROBERTS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DANIEL SCHAEFER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| KEITH WEISER | |||||||
| BOARD CHAIR | 2.00 | X | 0 | 0 | 0 | X | |
| THOMAS CEDEL | |||||||
| PRESIDENT | 40.00 | 224488 | 0 | 13100 | X | ||
| PAMELA LEE | |||||||
| VICE PRESIDENT | 40.00 | 119320 | 0 | 9240 | X | ||
| DONALD ADAM | |||||||
| VICE PRESIDENT | 40.00 | 104303 | 0 | 10236 | X | ||
| CHARLES BELCHER | |||||||
| VICE PRESIDENT | 40.00 | 104748 | 0 | 9688 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 552859 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 42264 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| K-12 TEACHERS ALLIANCE | |||||
| 20624 ABBEY WOODS COURT NORTH | FRANKFORT | IL | 60423 | MASTER OF ED. STUDENT RECRUITING | 1740919 |
| SODEXO INC & AFFILIATES | |||||
| PO BOX 536922 | ATLANTA | GA | 30353 | CAFETERIA MANAGEMENT | 1195800 |
| DTK INC | |||||
| 8570 KATY FWY STE 114 | HOUSTON | TX | 77024 | CUSTODIAL | 381410 |
| CONCORDIA UNIVERSITY SYSTEM | |||||
| 1333 S KIRKWOOD RD | ST LOUIS | MO | 63122 | ADMINISTRATIVE COMPUTING SUPPORT | 345150 |
| 360 PRESS SOLUTIONS | |||||
| 2009 WINDY TERRACE | CEDAR PARK | TX | 78613 | PRINTING AND MAILING SERVICES | 120494 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Fundraising Events | 61139 | FundraisingEvents |
| Government Grants | 2562778 | GovernmentGrants |
| All Other Contributions | 2380615 | AllOtherContributions |
| Total Contributions | 5004532 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611310 | 38992468 | 38992468 |
| AUXILIARY ENTERPRISES | 611710 | 2163852 | 2163852 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 41156320 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 563096 | TotalRevenueColumn |
| Exclusion | $563,096 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 96810 | TotalRevenueColumn |
| Exclusion | $96,810 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 160544 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 235449 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -74905 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -74905 | TotalRevenueColumn |
| Exclusion | -$74,905 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 76561 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 61139 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 76561 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| OTHER REVENUES | 611710 | 75852 | 275 | $75,577 |
| OTHER EVENT INCOME | 611710 | 67027 | $67,027 | |
| FINES, PENALTIES & OTH | 611710 | 54670 | $54,670 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 57775 | TotalRevenueColumn |
| Exclusion | $57,775 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 255324 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47001177 | TotalRevenueColumn |
| Related Or Exempt Function Income | 41156320 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 275 | UnrelatedBusinessRevenue |
| Exclusion | $840,050 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11127952 | Total |
| Program Services | 11127952 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206180 | Total |
| Management And General | 145280 | ManagementAndGeneral |
| Fundraising | 60900 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15103226 | Total |
| Program Services | 12212806 | ProgramServices |
| Management And General | 2442014 | ManagementAndGeneral |
| Fundraising | 448406 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 940399 | Total |
| Program Services | 687818 | ProgramServices |
| Management And General | 209202 | ManagementAndGeneral |
| Fundraising | 43379 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2116648 | Total |
| Program Services | 1643099 | ProgramServices |
| Management And General | 376111 | ManagementAndGeneral |
| Fundraising | 97438 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 932449 | Total |
| Program Services | 747664 | ProgramServices |
| Management And General | 151546 | ManagementAndGeneral |
| Fundraising | 33239 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16999 | Total |
| Management And General | 16999 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71343 | Total |
| Management And General | 71343 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70000 | Total |
| Management And General | 70000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2008326 | Total |
| Program Services | 1837342 | ProgramServices |
| Management And General | 170956 | ManagementAndGeneral |
| Fundraising | 28 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 601731 | Total |
| Program Services | 38138 | ProgramServices |
| Management And General | 561272 | ManagementAndGeneral |
| Fundraising | 2321 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1744429 | Total |
| Program Services | 1157139 | ProgramServices |
| Management And General | 510435 | ManagementAndGeneral |
| Fundraising | 76855 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 662247 | Total |
| Program Services | 295684 | ProgramServices |
| Management And General | 291734 | ManagementAndGeneral |
| Fundraising | 74829 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2920372 | Total |
| Program Services | 2057929 | ProgramServices |
| Management And General | 840345 | ManagementAndGeneral |
| Fundraising | 22098 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1108339 | Total |
| Program Services | 879616 | ProgramServices |
| Management And General | 108979 | ManagementAndGeneral |
| Fundraising | 119744 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83542 | Total |
| Program Services | 46752 | ProgramServices |
| Management And General | 9824 | ManagementAndGeneral |
| Fundraising | 26966 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1675340 | Total |
| Program Services | 1373172 | ProgramServices |
| Management And General | 270146 | ManagementAndGeneral |
| Fundraising | 32022 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2378985 | Total |
| Program Services | 1927409 | ProgramServices |
| Management And General | 406216 | ManagementAndGeneral |
| Fundraising | 45360 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203203 | Total |
| Program Services | 166553 | ProgramServices |
| Management And General | 32766 | ManagementAndGeneral |
| Fundraising | 3884 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD SERVICES | 839655 | 839655 | ||
| BAD DEBT | 388942 | 388942 | ||
| OTHER | 309729 | 206418 | 78732 | 24579 |
| STUDENT SUPPORT | 307231 | 307231 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45817267 | Total |
| Program Services | 37552377 | ProgramServices |
| Management And General | 7152842 | ManagementAndGeneral |
| Fundraising | 1112048 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1925151 | BOY |
| EOY | 714111 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 588331 | BOY |
| EOY | 1255780 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 239551 | BOY |
| EOY | 174043 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 873136 | BOY |
| EOY | 1016128 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 197092 | BOY |
| EOY | 140090 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 92681321 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9765398 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84261081 | BOY |
| EOY | 82915923 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13418883 | BOY |
| EOY | 14368302 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 240929 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4255289 | BOY |
| EOY | 4999170 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105758514 | BOY |
| EOY | 105824476 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1595421 | BOY |
| EOY | 1938481 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1654533 | BOY |
| EOY | 1552858 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34265000 | BOY |
| EOY | 33495000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1330917 | BOY |
| EOY | 752912 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38845871 | BOY |
| EOY | 37739251 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49771041 | BOY |
| EOY | 50224170 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1237328 | BOY |
| EOY | 860103 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15904274 | BOY |
| EOY | 17000952 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66912643 | BOY |
| EOY | 68085225 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105758514 | BOY |
| EOY | 105824476 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1183910 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -11328 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | 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) |
|---|---|---|
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Total Number Of Easements | 1 | TotalNumberOfEasements |
| Total Acreage | 250.00 | TotalAcreage |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 325.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 28000 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | 1 | Sect170hRequirementsSatisfied |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16105462 | BeginningOfYearBalance |
| Contributions | 3087889 | Contributions |
| Investment Earnings Or Losses | -236080 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 363697 | GrantsOrScholarships |
| Other Expenditures | 25581 | OtherExpenditures |
| End Of Year Balance | 18567993 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12912918 | BeginningOfYearBalance |
| Contributions | 889830 | Contributions |
| Investment Earnings Or Losses | 2594169 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 270470 | GrantsOrScholarships |
| Other Expenditures | 20985 | OtherExpenditures |
| End Of Year Balance | 16105462 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11085852 | BeginningOfYearBalance |
| Contributions | 616021 | Contributions |
| Investment Earnings Or Losses | 1501985 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 266405 | GrantsOrScholarships |
| Other Expenditures | 24535 | OtherExpenditures |
| End Of Year Balance | 12912918 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12987193 | BeginningOfYearBalance |
| Contributions | 426039 | Contributions |
| Investment Earnings Or Losses | -1990348 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 309378 | GrantsOrScholarships |
| Other Expenditures | 27654 | OtherExpenditures |
| End Of Year Balance | 11085852 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.07000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.92000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.01000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 160000 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 20785000 | OtherCostOrOtherBasis |
| Book Value | 20945000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 64110500 | OtherCostOrOtherBasis |
| Depreciation | 5526760 | Depreciation |
| Book Value | 58583740 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1678664 | OtherCostOrOtherBasis |
| Depreciation | 654490 | Depreciation |
| Book Value | 1024174 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5947157 | OtherCostOrOtherBasis |
| Depreciation | 3584148 | Depreciation |
| Book Value | 2363009 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 82915923 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTEREST RATE EXCHANGE LIABILITY | $603,111 |
| DEPOSITS HELD IN CUSTODY FOR OTHERS | $149,801 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 752912 | TotalOfAmounts |
| Total Revenue | 47001177 | TotalRevenue |
| Total Expenses | 45817267 | TotalExpenses |
| Excess Or Deficit For Year | 1183910 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -544141 | NetUnrealizedGLOnInvestments |
| Other | $532,813 | OtherAmount |
| Total Adjustments | -11328 | TotalAdjustments |
| Excess Or Deficit Per FS | 1172582 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 36103907 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -544141 | NetUnrealizedGainsInvestments |
| Other Revenues | 844823 | OtherRevenues |
| Revenue Not Rptd F990 | 300682 | RevenueNotRptdF990 |
| Revenue Subtotal | 35803225 | RevenueSubtotal |
| Investment Expenses Not Included | 70000 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 11127952 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 11197952 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 47001177 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 34931325 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 312010 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 312010 | ExpensesNotRptdF990 |
| Expenses Subtotal | 34619315 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 70000 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 11127952 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 11197952 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 45817267 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: | PART II, LINE 9: | THE EXPENSES ASSOCIATED WITH THE EASEMENT ARE INCLUDED AS ADMINISTRATIVE EXPENSES ON THE STATEMENT OF ACTIVITIES. THE LAND VALUE, AT HISTORICAL COST, IS INCLUDED IN PROPERTY, PLANT & EQUIPMENT ON THE STATEMENTS OF FINANCIAL POSITIONS. |
| PART III, LINE 4: | THE UNIVERSITY'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH AND SCIENTIFIC CURATORIAL PURPOSES. THE UNIVERSITY'S COLLECTIONS ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENTS OF FINANCIAL POSITION, AND CONTRIBUTIONS OF COLLECTIONS ARE NOT REFLECTED IN THE STATEMENTS OF ACTIVITIES. | |
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE UNIVERSITY'S ENDOWMENTS CONSISTS OF APPROXIMATELY 300 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. MAJORITY OF THE EARNINGS ARE USED TO PROVIDE SCHOLARSHIPS TO STUDENTS ATTENDING THE UNIVERSITY. A SMALL PERCENTAGE OF THE EARNINGS IS USED FOR OPERATIONAL SUPPORT AND EXPENSES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2012 AND 2011. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AUTHORITIES. THE TAX RETURNS FOR FISCAL 2009 AND THEREAFTER ARE OPEN TO EXAMINATION BY FEDERAL AUTHORITIES. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 4,383. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERP. TRUST -10,946. NET GAIN ON VALUATION OF INTEREST RATE EXCHANGE AGREEMENT 539,376. TOTAL TO SCHEDULE D, PART XI, LINE 8: 532,813. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT RENTAL EXPENSES 235,449. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 4,383. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERP. TRUST -10,946. NET GAIN ON VALUATION OF INTEREST RATE EXCHANGE AGREEMENT 539,376. DIRECT FUNDRAISING EXPENSES 76,561. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND GRANTS 11,127,952. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT RENTAL EXPENSES 235,449. DIRECT FUNDRAISING EXPENSES 76,561. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND GRANTS 11,127,952. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | CONCORDIA PUBLICIZES ITS NONDISCRIMINATORY POLICY ANNUALLY IN THE LOCAL NEWSPAPER "AUSTIN AMERICAN STATESMAN" AND "FOUR POINT NEWS", WHICH STATES "CONCORDIA UNIVERSITY TEXAS ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE COLLEGE OR UNIVERSITY. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL, AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSIONS POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND ATHLETIC AND OTHER COLLEGE OR UNIVERSITY-ADMINISTERED PROGRAMS." |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | STUDENTS INTERESTED IN APPLYING FOR FINANCIAL ASSISTANCE MUST SUBMIT A FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) AND CONCORDIA'S APPLICATION FOR FINANCIAL AID. CHURCH-WORK STUDENTS MUST ALSO COMPLETE A DECLARATION OF INTENT FROM THEIR HOME CHURCH. WHEN ALL REQUIRED FORMS HAVE BEEN RECEIVED IN THE OFFICE OF STUDENT FINANCIAL SERVICES, THE STUDENT'S ELIGIBILITY IS COMPUTED BASED ON A FORMULA ARRIVING AT A CONTRIBUTION TO BE MADE BY THE FAMILY AND THE STUDENT TOWARDS EDUCATIONAL COSTS. AN AWARD PACKAGE IS THEN CONSTRUCTED BY THE OFFICE OF STUDENT FINANCIAL SERVICES THROUGH COMBINATIONS OF SCHOLARSHIPS, GRANTS, LOANS, AND WORK STUDY PROGRAMS AND IN ACCORDANCE WITH FEDERAL, STATE INSTITUTIONAL AND DONOR REQUIREMENTS. ELIGIBILITY FOR FINANCIAL ASSISTANCE REQUIRES THAT A STUDENT BE ACCEPTED FOR ADMISSION AND MAINTAIN SATISFACTORY ACADEMIC PROGRESS ACCORDING TO THE STANDARDS FOR SATISFACTORY ACADEMIC PROGRESS. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SCHOLARSHIP GALA | NameOfEvent1 |
| Gross Receipts Event1 | 137700 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 61139 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 76561 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 47650 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 500 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 28411 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 137700 | GrossReceiptsTotal |
| Charitable Contributions Total | 61139 | CharitableContributionsTotal |
| Gross Revenue Total Events | 76561 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 47650 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 500 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 28411 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 76561 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| STATE GRANTS - TEG (TUITION EQUALIZATION GRANT) TEXAS HIGHER EDUCATION | 634 | 2293871 |
| FEDERAL GRANTS - FSEOG GRANTS PROVIDED TO STUDENTS AS SCHOLARSHIPS | 40 | 102532 |
| SCHOLARSHIPS FUNDED BY GIFTS AND/OR ENDOWMENT EARNINGS FROM VARIOUS DONORS. | 95 | 808408 |
| SCHOLARSHIPS FUNDED BY CONCORDIA'S OPERATING BUDGET | 984 | 7923141 |
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: STUDENTS INTERESTED IN APPLYING FOR FINANCIAL ASSISTANCE MUST SUBMIT A FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) AND CONCORDIA'S APPLICATION FOR FINANCIAL AID. CHURCH-WORK STUDENTS MUST ALSO COMPLETE A DECLARATION OF INTENT FROM THEIR HOME CHURCH. WHEN ALL REQUIRED FORMS HAVE BEEN RECEIVED IN THE OFFICE OF STUDENT FINANCIAL SERVICES (SFS), SFS COMPUTES THE STUDENT'S ESTIMATED FAMILY CONTRIBUTION (EFC) AND COMPILES AN AWARD PACKAGE OF SCHOLARSHIPS, GRANTS, LOANS AND WORK STUDY PROGRAMS. ELIGIBILITY FOR FINANCIAL ASSISTANCE REQUIRES THAT A STUDENT BE ACCEPTED FOR ADMISSION OR ENROLLED AND MAINTAIN SATISFACTORY ACADEMIC PROGRESS ACCORDING TO ESTABLISHED STANDARDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | THOMAS CEDEL | NamePerson |
| Base Compensation Filing Org | 221637 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 2851 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 2000 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 11100 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 237588 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | CONCORDIA UNIVERSITY TEXAS PROVIDES TRAVEL FOR SPOUSES OF EXECUTIVES WHEN THEIR PRESENCE IS DEEMED NECESSARY AND ADVANTAGEOUS TO THE UNIVERSITY. THE UNIVERSITY ALSO MAINTAINS A MEMBERSHIP TO THE HEADLINERS CLUB, FOR USE BY THE PRESIDENT AND OTHER EXECUTIVES CONDUCTING UNIVERSITY BUSINESS. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAWFORD EDUCATION FACILITIES AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 721536594 | IssuerEIN |
| CUSIP Number | 22510PAB7 | CUSIPNumber |
| Date Issued | 2010-09-24 | DateIssued |
| Issue Price | 35000000 | IssuePrice |
| Description Of Purpose | PROCEEDS USED TO CURRENTLY REFUND PRIOR ISSUE ON 9/19/2007 | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 1505000 | AmountRetired |
| Total Proceeds | 35000000 | TotalProceeds |
| Other Spent Proceeds | 35000000 | OtherSpentProceeds |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 2.300000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 1 | ExceptionToRebate |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | MINUTES ARE NOT AVAILABLE FOR SUB-COMMITTEES OF THE BOARD OF REGENTS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PRESENTED FOR REVIEW TO THE BOARD OF REGENTS' FINANCE COMMITTEE CHAIR, WHO SHARES HIGHLIGHTS OF THE FORM 990 WITH THE OTHER BOARD MEMBERS AS APPLICABLE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE UNIVERSITY REQUESTS AND VERIFIES THAT IT HAS A SIGNED CONFLICT OF INTEREST STATEMENT WHEN AN EMPLOYEE IS HIRED. STATEMENTS ARE ALSO COLLECTED ANNUALLY FROM BOARD MEMBERS AND EMPLOYEES AND RECEIPT IS VERIFIED. | |
| FORM 990, PART VI, SECTION B, LINE 15 | DURING THE NOVEMBER MEETING, CONCORDIA'S BOARD OF REGENTS DOES AN ANNUAL PERFORMANCE APPRAISAL OF THE PRESIDENT, THOMAS CEDEL. THE BOARD VOTES ON AND APPROVES THE APPLICABLE RAISE AMOUNT AFTER IT REVIEWS THE SALARY AMOUNTS AGAINST COMPARABLE INSTITUTIONS AS NOTED ON THE CUPA SURVEY AND OTHER COMPARABLE DATA. THE BOARD IS NOT PAID SO NO SALARY REVIEW IS DEEMED NECESSARY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FORM 990 TAX RETURN IS PROVIDED UPON REQUEST OR THROUGH THE GUIDESTAR.ORG WEBSITE, WHICH CONTAINS FINANCIAL AND GOVERNING INFORMATION. GENERAL INFORMATION IS AVAILABLE TO THE PUBLIC THROUGH THE WEBSITE WWW.CONCORDIA.EDU. ADDITIONAL INFORMATION MAY BE PROVIDED UPON WRITTEN REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -544,141. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 4,383. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERP. TRUST -10,946. NET GAIN ON VALUATION OF INTEREST RATE EXCHANGE AGREEMENT 539,376. TOTAL TO FORM 990, PART XI, LINE 5: -11,328. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT OR SELECTION PROCESS FOR THE AUDIT OF THE FINANCIAL STATEMENTS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONCORDIA UNIVERSITY TEXAS FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 CONCORDIA UNIVERSITY DR | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78726 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273255819 | EIN |
| Primary Activities | SUPPORT CONCORDIA UNIVERSITY TEXAS | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11A, I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONCORDIA UNIVERSITY TEXAS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity |
|---|---|---|
| CHARITABLE REMAINDER UNITRUSTS (7) | ||
| TRUST | TX | T |
| INSURANCE TRUST (1) | ||
| TRUST | TX | T |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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