EX STUDENTS ASSOCIATION OF THE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- EX STUDENTS ASSOCIATION OF THE (EIN 74-1109640)
- Tax period
- 2012-05-01 to 2013-04-30
- Filed
- 2013-12-15
- IRS object ID
- 201313509349300411
- Schema version
- 2012v2.1
- 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 C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-12-15T09:09:40-06:00 | Timestamp |
| Tax Period End Date | 2013-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742900215 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAXWELL LOCKE & RITTER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CONGRESS AVENUE SUITE 1100 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 787019682 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741109640 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EX-STUDENTS' ASSOCIATION OF UT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EX-S | NameControl |
| Phone | 5124718839 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7278 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78713 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LESLIE CEDAR | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 5124718839 | Phone |
| Date Signed | 2013-12-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SEAN HOLCOMB | Name |
| PTIN | P01249221 | PTIN |
| Phone | 5123703200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LESLIE CEDAR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7278 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78713 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 15771805 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.TEXASEXES.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1885 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | THE ASSOCIATION IS RECOGNIZED AS INDISPENSABLE TO THE UT FAMILY, CONNECTING AND ENGAGING SUPPORTERS WITH EACH OTHER AND THE UNIVERSITY; TOGETHER WE WILL LEAD THE CHARGE FOR THE UNIVERSITY AND ITS MISSION TO BE KNOWN WORLDWIDE AS AN INSTITUTION OF THE FIRST CLASS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 73 | TotalNbrEmployees |
| Total Nbr Volunteers | 500 | TotalNbrVolunteers |
| Total Gross UBI | 688175 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -49922 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3981007 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4242011 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1589273 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2022575 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1361060 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1763245 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3021390 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2463904 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9952730 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10491735 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 34000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 53835 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3261436 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3448608 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 95292 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4704439 | OtherExpensePriorYear |
| Other Expenses Current Year | 5151968 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7999875 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8654411 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1952855 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1837324 | RevenuesLessExpensesCY |
| Total Assets BOY | 58268257 | TotalAssetsBOY |
| Total Assets EOY | 62526810 | TotalAssetsEOY |
| Total Liabilities BOY | 3234368 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2924382 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 55033889 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 59602428 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE ASSOCIATION IS RECOGNIZED AS INDISPENSABLE TO THE UT FAMILY, CONNECTING AND ENGAGING SUPPORTERS WITH EACH OTHER AND THE UNIVERSITY; TOGETHER WE WILL LEAD THE CHARGE FOR THE UNIVERSITY AND ITS MISSION TO BE KNOWN WORLDWIDE AS AN INSTITUTION OF THE FIRST CLASS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 662688 | Expense |
| Revenue | 831067 | Revenue |
| Description | MEMBERSHIP, UNIVERSITY SUPPORT AND ALUMNI RELATIONS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 389686 | Expense |
| Revenue | 317784 | Revenue |
| Description | PUBLICATION AND COMMUNICATIONS | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1227990 | Expense |
| Grants | 53835 | Grants |
| Description | SCHOLARSHIP AND STUDENT PROGRAMS | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1021954 | Expense |
| Revenue | 1480516 | Revenue |
| Description | TRAVEL, SPECIAL EVENTS, OTHER | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1021954 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1480516 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 3302318 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | 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 | 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 | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | 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 | 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 | 71 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 73 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | 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 | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGID ANDERSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5124718060 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2110 SAN JACINTO BLVD | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78712 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| STEVE BALLANTYNE | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MACHREE GIBSON | ||||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | |||
| AARON KOZMETSKY | ||||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X | ||
| DENNIS MCWILLIAMS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JOHN BECKWORTH | ||||||||
| PRESIDENT | 5.00 | X | 0 | 0 | 0 | X | ||
| RICK ARCHER | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| LAWRENCE TEMPLE | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| CYNTHIA ADKINS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| BEN DE LEON | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JEFF DUCHIN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| STEVE LESLIE | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JUDY TATE | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| BUDDIE BALLARD | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JOHN BARNHILL | ||||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |||
| BRUNO CALZIA | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| TOM GILLIGAN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| SANDY GOTTESMAN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| CHARLES MATTHEWS | ||||||||
| PRESIDENT ELECT | 1.00 | X | 0 | 0 | 0 | |||
| TAMEKA SADLER | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JEFF TSAI | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| CARLY WARD | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| PAM WILLEFORD | ||||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |||
| MARK WILLIAMS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DARRELL WINDHAM | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| BRIGID ANDERSON | ||||||||
| CFO | 40.00 | 129938 | 0 | 20156 | X | |||
| LESLIE CEDAR | ||||||||
| EXECUTIVE DIRECTOR & CEO | 40.00 | 280058 | 0 | 26045 | X | |||
| JAMES CARROLL BOON II | ||||||||
| ED OF RELATED ORGANIZATION | 1.00 | 114210 | 65448 | 22613 | 30.00 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 524206 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 65448 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 68814 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | 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 |
|---|---|---|---|---|---|
| TX MONTHLY PUBLISHING | |||||
| PO BOX 1569 | AUSTIN | TX | 78767 | PUBLISHING SERICES | 653486 |
| ROSEMARY'S CATERING | |||||
| PO BOX 1361 | SAN ANTONIO | TX | 78295 | CATERING | 289408 |
| BLUE CROSS BLUE SHIELD | |||||
| PO BOX 731428 | DALLAS | TX | 75373 | INSURANCE | 272942 |
| INTELLIFORM | |||||
| 2158 ELEVEN MILE ROAD | BERKLEY | MI | 48072 | MAIL SOLICITATION SERVICE | 192865 |
| BALCONES RETREAT | |||||
| 104 BALCONES SPRINGS DRIVE | MARBLE FALLS | TX | 78654 | STUDENT CAMP | 162140 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Membership Dues | 817484 | MembershipDues |
| All Other Contributions | 3424527 | AllOtherContributions |
| Total Contributions | 4242011 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| EVENTS & PROGRAMS | 900099 | 794365 | 794365 | |
| UNIVERSITY SERVICES | 900099 | 542663 | 542663 | |
| TOUR & TRAVEL | 561520 | 369787 | 369787 | |
| OTHER PROGRAMS | 900099 | 315760 | 315760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2022575 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1086206 | TotalRevenueColumn |
| Exclusion | $1,086,206 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 196499 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 196499 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 196499 | TotalRevenueColumn |
| Exclusion | $196,499 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5957109 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5250859 | Securities |
| Other | 29211 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 706250 | Securities |
| Other | -29211 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 677039 | TotalRevenueColumn |
| Exclusion | $677,039 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|---|
| LICENSING ROYALTIES | 900099 | 1660613 | $1,660,613 | ||
| ADVERTISING | 541800 | 317784 | 317784 | ||
| CLASS RINGS, FRAMES & DIRECTORIES | 900099 | 288404 | 288404 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 604 | TotalRevenueColumn |
| Unrelated Business Revenue | 604 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2267405 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10491735 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1941192 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 688175 | UnrelatedBusinessRevenue |
| Exclusion | $3,620,357 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53835 | Total |
| Program Services | 53835 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 456197 | Total |
| Management And General | 456197 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2299658 | Total |
| Management And General | 2299658 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175562 | Total |
| Management And General | 175562 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296203 | Total |
| Management And General | 296203 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220988 | Total |
| Management And General | 220988 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 354641 | Total |
| Program Services | 354641 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 297457 | Total |
| Management And General | 297457 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 303573 | Total |
| Program Services | 171481 | ProgramServices |
| Management And General | 132092 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57087 | Total |
| Program Services | 57087 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256594 | Total |
| Management And General | 256594 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26151 | Total |
| Program Services | 26151 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84306 | Total |
| Management And General | 84306 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 794863 | Total |
| Management And General | 794863 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 199357 | Total |
| Management And General | 199357 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PRINTING & PUBLICATIONS | 980921 | 858948 | 121973 |
| FUNCTIONS & EVENTS | 474376 | 474376 | |
| SCHOLARSHIP AND AWARD A | 449426 | 449426 | |
| CHAPTER ACTIVITIES | 155843 | 155843 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 717373 | Total |
| Program Services | 700530 | ProgramServices |
| Management And General | -78449 | ManagementAndGeneral |
| Fundraising | 95292 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8654411 | Total |
| Program Services | 3302318 | ProgramServices |
| Management And General | 5256801 | ManagementAndGeneral |
| Fundraising | 95292 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1759974 | BOY |
| EOY | 1788093 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 647231 | BOY |
| EOY | 436369 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 456151 | BOY |
| EOY | 305045 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 898288 | BOY |
| EOY | 1268346 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 239993 | BOY |
| EOY | 316815 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 21383496 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9516769 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12585171 | BOY |
| EOY | 11866727 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38355141 | BOY |
| EOY | 42961126 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1847569 | BOY |
| EOY | 2076581 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1478739 | BOY |
| EOY | 1507708 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58268257 | BOY |
| EOY | 62526810 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 778073 | BOY |
| EOY | 363603 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 542712 | BOY |
| EOY | 878953 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1774559 | BOY |
| EOY | 1514399 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139024 | BOY |
| EOY | 167427 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3234368 | BOY |
| EOY | 2924382 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47172720 | BOY |
| EOY | 51291250 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7861169 | BOY |
| EOY | 8311178 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55033889 | BOY |
| EOY | 59602428 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58268257 | BOY |
| EOY | 62526810 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1837324 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2731215 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | 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 |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8046575 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5550299 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3953550 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3981007 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4242011 | CurrentTaxYear |
| Total | 25773442 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8046575 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5550299 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3953550 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3981007 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4242011 | CurrentTaxYear |
| Total | 25773442 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 130216 | AmountsSubstContributorsTotal |
| Public Support Total170 | 25643226 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2794167 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3380139 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3347939 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3402635 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2943318 | CurrentTaxYear |
| Total | 15868198 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 603917 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 305745 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 325337 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 324181 | CurrentTaxYearMinus1Year |
| Current Tax Year | 288404 | CurrentTaxYear |
| Total | 1847584 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 43489224 | TotalSupport |
| Gross Receipts From Admissions Etc | 7218307 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.58960 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.59460 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 58754 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 58754 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 8595657 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 8654411 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 582721 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 145680 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 606198 | CurrentYearMinus3 |
| Current Year Minus2 | 544852 | CurrentYearMinus2 |
| Current Year Minus1 | 556569 | CurrentYearMinus1 |
| Current Year | 582721 | CurrentYear |
| Total | 2290340 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,435,510 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 2564 | CurrentYearMinus3 |
| Current Year Minus2 | 12993 | CurrentYearMinus2 |
| Current Year Minus1 | 65731 | CurrentYearMinus1 |
| Current Year | 58754 | CurrentYear |
| Total | 140042 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 151550 | CurrentYearMinus3 |
| Current Year Minus2 | 136213 | CurrentYearMinus2 |
| Current Year Minus1 | 139142 | CurrentYearMinus1 |
| Current Year | 145680 | CurrentYear |
| Total | 572585 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $858,878 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 2564 | CurrentYearMinus3 |
| Current Year Minus2 | 12993 | CurrentYearMinus2 |
| Current Year Minus1 | 65731 | CurrentYearMinus1 |
| Current Year | 58754 | CurrentYear |
| Total | 140042 | Total |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 57685058 | BeginningOfYearBalance |
| Contributions | 4184722 | Contributions |
| Investment Earnings Or Losses | 5311712 | InvestmentEarningsOrLosses |
| Other Expenditures | 2212629 | OtherExpenditures |
| End Of Year Balance | 64968863 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 55284381 | BeginningOfYearBalance |
| Contributions | 3645260 | Contributions |
| Investment Earnings Or Losses | 387544 | InvestmentEarningsOrLosses |
| Other Expenditures | 1632127 | OtherExpenditures |
| End Of Year Balance | 57685058 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 38188633 | BeginningOfYearBalance |
| Contributions | 12638127 | Contributions |
| Investment Earnings Or Losses | 6054744 | InvestmentEarningsOrLosses |
| Other Expenditures | 1597123 | OtherExpenditures |
| End Of Year Balance | 55284381 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26666388 | BeginningOfYearBalance |
| Contributions | 6000681 | Contributions |
| Investment Earnings Or Losses | 7193273 | InvestmentEarningsOrLosses |
| Other Expenditures | 1671709 | OtherExpenditures |
| End Of Year Balance | 38188633 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36342447 | BeginningOfYearBalance |
| Contributions | 5027823 | Contributions |
| Investment Earnings Or Losses | -13315701 | InvestmentEarningsOrLosses |
| Other Expenditures | 1388181 | OtherExpenditures |
| End Of Year Balance | 26666388 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment EOY Balance | 1.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18341722 | OtherCostOrOtherBasis |
| Depreciation | 7009558 | Depreciation |
| Book Value | 11332164 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3041774 | OtherCostOrOtherBasis |
| Depreciation | 2507211 | Depreciation |
| Book Value | 534563 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 11866727 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CUSTODIAL FUNDS HELD FOR OTHERS | Description |
| Amount | $167,427 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 167427 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 21475514 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2731215 | NetUnrealizedGainsInvestments |
| Other Revenues | 8607205 | OtherRevenues |
| Revenue Not Rptd F990 | 11338420 | RevenueNotRptdF990 |
| Revenue Subtotal | 10137094 | RevenueSubtotal |
| Investment Expenses Not Included | 354641 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 354641 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10491735 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10073179 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1773409 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1773409 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8299770 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 354641 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 354641 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8654411 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ENDOWMENT FUNDS ARE USED TO SUPPORT OPERATIONS AND OUR MEMBERS, AS WELL AS PRODUCE DISTRIBUTIONS FOR AWARDS PROGRAMS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | AMOUNTS CONSOLIDATED FOR BOOKS BUT NOT FOR TAX 8,577,994. LOSS ON SALE OF FIXED ASSET 29,211. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | AMOUNTS CONSOLIDATED FOR BOOKS BUT NOT FOR TAX 1,564,733. EXPENSE REIMBURSEMENT FROM FOUNDATION 179,465. LOSS ON SALE OF FIXED ASSET 29,211. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS FOR STUDENTS ATTENDING THE UNIVERSITY OF TEXAS AT AUSTIN. | TypeOfGrant |
| Number Of Recipients | 66 | NumberOfRecipients |
| Amount Of Cash Grant | 53835 | AmountOfCashGrant |
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: ELIGIBILITY IS DETERMINED AS PART OF THE APPLICATION AND SELECTION PROCESS. ONCE FUNDS ARE DISTRIBUTED TO THE SCHOLARSHIP RECIPIENT, THE ORGANIZATION HAS NO CONTROL ON HOW THE FUNDS ARE UTILIZED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIGID ANDERSON | ||||||||||||||
| CFO | 105158 | 0 | 24780 | 0 | 0 | 0 | 12994 | 0 | 7162 | 0 | 150094 | 0 | 0 | 0 |
| LESLIE CEDAR | ||||||||||||||
| EXECUTIVE DIRECTOR & CEO | 229808 | 0 | 45396 | 0 | 4854 | 0 | 25000 | 0 | 1045 | 0 | 306103 | 0 | 0 | 0 |
| JAMES CARROLL BOON II | ||||||||||||||
| ED OF RELATED ORGANIZATION | 113390 | 0 | 820 | 0 | 0 | 65448 | 11421 | 0 | 11192 | 0 | 136823 | 65448 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 4B | JAMES CARROLL BOON, II RECEIVED $65,448.00 AS PART OF A DEFERRED COMPENSATION ARRANGEMENT FROM CAMPUS SERVICES, INC., A RELATED ORGANIZATION. |
| PART I, LINE 7 | AN ANNUAL PERFORMANCE BONUS MAY BE PAYABLE TO THE EXECUTIVE DIRECTOR BASED ON THE INTERNAL AFFAIRS COMMITTEE PERFORMANCE EVALUATION. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION AMENDED ITS BYLAWS IN ORDER TO ADD NEW BOARD POSITIONS, ADD THE AUDIT COMMITTEE AS A STANDING COMMITTEE, AND ADD A SECTION TO ADDRESS ACTION WITHOUT MEETINGS. |
| FORM 990, PART VI, SECTION A, LINE 6 | ANY GRADUATE OR FORMER STUDENT OF THE UNIVERSITY OF TEXAS AT AUSTIN ("THE UNIVERSITY"), ANY MEMBER OF THE FACULTY OR STAFF, OR ANY PERSON WHO EXPRESSES A GENUINE INTEREST IN THE WELFARE OF THE UNIVERSITY MAY BECOME A MEMBER OF THIS ASSOCIATION UPON APPROVAL OF APPLICATION AND PAYMENT OF THE DUES AS PRESCRIBED BY THE BOARD OF DIRECTORS. MEMBERS IN THE ASSOCIATION SHALL BE CLASSIFIED AS ANNUAL MEMBERS AND LIFE MEMBERS, AND THEIR ASSOCIATED RIGHTS AND PRIVILEGES SHALL BE DETERMINED BY THE BOARD OF DIRECTORS. OTHER MEMBERSHIP CLASSES CAN BE ESTABLISHED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE COUNCIL SHALL BE COMPOSED OF A BROAD AND DIVERSE CROSS-SECTION OF MEMBERS WHO REPRESENT THE INTERESTS AND CONCERNS OF THE ASSOCIATION'S VARIOUS CONSTITUENCIES AS THEY RELATE TO THE ASSOCIATION'S GOALS AND ACTIVITIES. COUNCIL MEMBERS SHALL STAY INFORMED OF THE ASSOCIATION'S AND THE UNIVERSITY'S ISSUES AND SHALL PROMOTE THE ASSOCIATION AND ITS ACTIVITIES TO THEIR CONSTITUENCIES. THE COUNCIL ADVISES THE BOARD OF DIRECTORS AND ELECTS OR APPROVES THOSE WHO SERVE ON THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE DIRECTOR OF ACCOUNTING, CFO AND EXECUTIVE DIRECTOR BEFORE BEING PRESENTED TO THE AUDIT COMMITTEE AND BOARD OF DIRECTORS FOR APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY CONFLICTS OF INTEREST ARE ADDRESSED AT THE BEGINNING OF EACH GOVERNING BODY MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ASSOCIATION REVIEWS AND PARTICIPATES IN ANNUAL ASSOCIATION COMPENSATION AND BENEFITS SURVEYS. AN INTERNAL AFFAIRS COMMITTEE REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE AND DETERMINES COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. AN ANNUAL REPORT CONTAINING FINANCIAL AND OTHER ASSOCIATION INFORMATION IS DISTRIBUTED ON AN ANNUAL BASIS. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR SELECTING AN INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS EXES SCHOLARSHIP FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7278 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78713 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264468379 | EIN |
| Primary Activities | FUND SCHOLARSHIPS FOR STUDENTS ATTENDING THE UNIV OF TEXAS AT AUSTIN | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11A, I | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMPUS SERVICES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7278 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78713 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746030356 | EIN |
| Primary Activity | MISCELLANEOUS SERVICES | PrimaryActivity |
| Legal Domicile State | TX | LegalDomicileState |
| Type Of Entity | C | TypeOfEntity |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | 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 |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| 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 | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NO REPORTABLE TRANSACTIONS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Involved | 0 | AmountInvolved |
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