TEXAS WESLEYAN UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS WESLEYAN UNIVERSITY (EIN 75-0800691)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2013-04-15
- IRS object ID
- 201331059349300623
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-15T13:54:11-05:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 Post Oak Blvd Ste 3200 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77056 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750800691 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS WESLEYAN UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % KAREN MONTGOMERY CFO | InCareOfName |
| Name Control | TEXA | NameControl |
| Phone | 8175316571 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 WESLEYAN ST | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76105 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN L MONTGOMERY | Name |
| Title | VP FINANCE/CFO | Title |
| Date Signed | 2013-04-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | M Paige Gerich | Name |
| Phone | 7134994600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | FREDERICK SLABACH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 WESLEYAN ST | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 72635558 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.txwes.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1914 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | TEXAS WESLEYAN UNIVERSITY, FOUNDED IN 1890 IN FORT WORTH, TX IS A UNITED METHODIST INSTITUTION WITH A TRADITION IN THE LIBERAL ARTS AND SCIENCES AND FOCUS ON PROFESSIONAL AND CAREER. (CONT. ON SCH O) | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 45 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 42 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1153 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 4878636 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5058333 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 61038243 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 59664200 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1245399 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1949529 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1422760 | OtherRevenuePriorYear |
| Other Revenue Current Year | 782796 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 68585038 | TotalRevenuePriorYear |
| Total Revenue Current Year | 67454858 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 10160538 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 11045549 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 35774284 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 37593901 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1540308 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 23781399 | OtherExpensePriorYear |
| Other Expenses Current Year | 23772416 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 69716221 | TotalExpensesPriorYear |
| Total Expenses Current Year | 72411866 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1131183 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -4957008 | RevenuesLessExpensesCY |
| Total Assets BOY | 101659994 | TotalAssetsBOY |
| Total Assets EOY | 92115311 | TotalAssetsEOY |
| Total Liabilities BOY | 30878402 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 31175848 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 70781592 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 60939463 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TEXAS WESLEYAN UNIVERSITY, FOUNDED IN 1890 IN FORT WORTH, TX IS A UNITED METHODIST INSTITUTION WITH A TRADITION IN THE LIBERAL ARTS AND SCIENCES AND A FOCUS ON PROFESSIONAL AND CAREER PREPARATION AT THE UNDERGRADUATE LEVEL AND IN SELECTED GRADUATE AND PROFESSIONAL AREAS. THE UNIVERSITY IS ACCREDITED BY THE COMMISSION ON COLLEGES OF THE SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS TO AWARD BACCALAUREATE, MASTER'S, AND DOCTORAL LEVEL DEGREES. CONTACT THE COMMISSION ON COLLEGES AT 1866 SOUTHERN LANE, DECATUR, GEORGIA, 30033-4097 OR CALL 404-679-4500 (WEB SITE: WWW.SACSCOC.ORG) ONLY FOR QUESTIONS, COMMENTS, OR ISSUES RELATED TO THE ACCREDITATION OF TEXAS WESLEYAN UNIVERSITY. THE SCHOOL OF LAW IS ACCREDITED BY THE AMERICAN BAR ASSOCIATION AND WAS ADMITTED TO THE AMERICAN ASSOCIATION OF LAW SCHOOLS IN JANUARY 2012. OTHER INSTITUTIONAL AND PROGRAM ACCREDITATION INCLUDES THE ACCREDITATION COUNCIL FOR BUSINESS SCHOOLS AND PROGRAMS, THE STATE BOARD FOR EDUCATOR CERTIFICATION, THE NATIONAL ASSOCI | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 40099958 | Expense |
| Grants | 11045549 | Grants |
| Revenue | 56583825 | Revenue |
| Description | INSTRUCTION: TEXAS WESLEYAN UNIVERSITY OFFERS UNDERGRADUATE DEGREES IN THE SCHOOLS OF BUSINESS, ARTS & LETTERS, EDUCATION, AND NATURAL AND SOCIAL SCIENCES. THE UNIVERSITY ADDED GRADUATE PROGRAMS IN EDUCATION IN THE 1970'S AND IN NURSE ANESTHESIA IN THE 1980'S. THE LAW SCHOOL OPENED IN 1990. BEGINNING IN 2007, THE UNIVERSITY OFFERS A DOCTORATE OF NURSE ANESTHESIA PRACTICE AND BEGINNING IN 2008 A DOCTORATE IN EDUCATION. THE UNIVERSITY OFFERS AN HONORS CURRICULUM AS WELL AS A PREPROFESSIONAL PROGRAM. ENDOWED FUNDS SUPPORT MANY ACADEMIC PROGRAMS BEYOND THE CLASSROOM. NUMEROUS STUDY ABROAD PROGRAMS ARE OFFERED THROUGHOUT THE YEAR WHICH COMBINE CLASSROOM LEARNING WITH A ONE TO TWO WEEK TRAVEL EXPERIENCE. OFFICIAL ENROLLMENT FOR THE FALL 2011 TERM INCLUDED 1,724 UNDERGRADUATE STUDENTS (FULL-TIME AND PART-TIME) AND 1,457 GRADUATE AND PROFESSIONAL STUDENTS FOR A TOTAL OF 3,181. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 13054155 | Expense |
| Description | STUDENT SERVICES AND ACADEMIC SUPPORT: THE UNIVERSITY PROVIDES NUMEROUS SUPPORT SERVICES INCLUDING AN ACADEMIC SUCCESS CENTER, CAREER SERVICE CENTER, ADVISING CENTER, FRESHMAN EXPERIENCE PROGRAM, INTERNATIONAL PROGRAMS, COUNSELING, AND THE CENTER FOR EXCELLENCE IN TEACHING AND LEARNING. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2807271 | Expense |
| Revenue | 2180927 | Revenue |
| Description | HOUSING AND RESIDENT LIFE: THE UNIVERSITY OFFERS BOTH DORMITORY FACILITIES AS WELL AS THE WEST VILLAGE WHICH IS STYLED TOWARD AN APARTMENT TYPE LIVING ARRANGEMENT. THE MORTON FITNESS CENTER PROVIDES A FULL SERVICE FITNESS FACILITY OFFERING NUMEROUS FITNESS CLASSES. THE UNIVERSITY IS FORTUNATE TO HAVE A STRONG STUDENT GOVERNMENT ORGANIZATION UNITING 23 STUDENT ORGANIZATIONS. ALTHOUGH A MAJORITY OF THE STUDENTS COMMUTE TO CAMPUS, THERE REMAINS A CONCERTED EFFORT TO SUPPORT RESIDENTIAL STUDENTS, ESPECIALLY INTERNATIONAL STUDENTS AND STUDENT ATHLETES, WITH A VIBRANT CAMPUS LIFE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 991468 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1290972 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 56952852 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | true | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 295 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1153 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | true | NonDeductibleContributions |
| Non Deductible Disclosure | true | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 45 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 42 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KAREN MONTGOMERY CFO | NamePerson |
| Telephone Number | 8175316571 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 WESLEYAN ST | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76105 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (66 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| VICKIE STEVENS | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| TIMOTHY K BRUSTER | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| TIM CARTER | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| THOMAS LOCKE | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| TERRI MINOR | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| ROY C BROOKS | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| RONALD CHRISTMAN | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| ROBERT M LANSFORD | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| RICE TILLEY JR | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| PAT EVANS | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| NORMA ROBY | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| NICK SHOLARS | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| MAX M WAYMAN | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| MARK WALKER | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| LOUELLA MARTIN | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| LAMAR SMITH | |||||||||
| TRUSTEE | 2.0 | X | 31482 | 0 | 0 | ||||
| KENNETH H JONES JR | |||||||||
| CHAIRMAN | 5.0 | X | 0 | 0 | 0 | X | |||
| KATHLEEN HICKS | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| JOHN MURPHEY | |||||||||
| TRUSTEE | 2.0 | X | 7700 | 0 | 0 | ||||
| JERRY CHISM | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| JEFFREY SMITH | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| JANIE FARIS | |||||||||
| TRUSTEE | 2.0 | X | 3400 | 0 | 0 | ||||
| JAN FERSING | |||||||||
| ASST SECRETARY | 2.0 | X | 0 | 0 | 0 | X | |||
| JAMES ABEL | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| J MICHAEL LOWRY | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| GREG PHILLIPS | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| GLENN O LEWIS | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| GLEN W HAHN | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| GEORGE LEONE | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| GARY TERRY | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| DAVID PARKER | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| DAVID GRIFFIN | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| DAN BOULWARE | |||||||||
| SECRETARY | 5.0 | X | 0 | 0 | 0 | X | |||
| CLAUDIA STEPP | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| CHARLES MILLIKAN | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| BEVERLY VOLKMAN-POWELL | |||||||||
| VICE CHAIRMAN | 5.0 | X | 0 | 0 | 0 | X | |||
| ANTHONY VINSON | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| ANNE STREET SKIPPER | |||||||||
| PAST CHAIR | 2.0 | X | 0 | 0 | 0 | X | |||
| JUDSON CRAMER | |||||||||
| TRUSTEE/CHAIRMAN'S COUNCIL | 0.0 | X | 0 | 0 | 0 | ||||
| GARY CUMBIE | |||||||||
| TRUSTEE/CHAIRMAN'S COUNCIL | 0.0 | X | 0 | 0 | 0 | ||||
| LOREN HANSON | |||||||||
| TRUSTEE/CHAIRMAN'S COUNCIL | 0.0 | X | 0 | 0 | 0 | ||||
| BRODIE HYDE II | |||||||||
| TRUSTEE/CHAIRMAN'S COUNCIL | 0.0 | X | 0 | 0 | 0 | ||||
| JOHN MADDUX | |||||||||
| TRUSTEE/CHAIRMAN'S COUNCIL | 2.0 | X | 0 | 0 | 0 | ||||
| JAMES NICHOLS | |||||||||
| TRUSTEE/CHAIRMAN'S COUNCIL | 0.0 | X | 0 | 0 | 0 | ||||
| LOWELL SMITH | |||||||||
| TRUSTEE/CHAIRMAN'S COUNCIL | 0.0 | X | 0 | 0 | 0 | ||||
| WILLIAM A BLEIBDREY | |||||||||
| VP FINANCE AND ADMIN | 40.0 | 203568 | 0 | 22274 | X | ||||
| PATRICIA ALEXANDER | |||||||||
| VICE PRESIDENT ENROLLMENT | 40.0 | 150427 | 0 | 20928 | X | ||||
| JOAN CANTY | |||||||||
| VICE PRESIDENT ADVANCEMENT | 40.0 | 145930 | 0 | 5757 | X | ||||
| ALLEN H HENDERSON | |||||||||
| PROVOST/VP | 40.0 | 185888 | 0 | 30959 | X | ||||
| FREDERICK G SLABACH | |||||||||
| PRESIDENT | 40.0 | 502711 | 0 | 41554 | X | ||||
| KAREN L MONTGOMERY | |||||||||
| VICE PRESIDENT FINANCE & ADMIN | 40.0 | 0 | 0 | 0 | X | ||||
| JOHN VEILLEUX | |||||||||
| VP MARKETING & COMMUNICATIONS | 40.0 | 0 | 0 | 0 | X | ||||
| STEVEN ALTON | |||||||||
| LAW PROFESSOR | 40.0 | 165631 | 0 | 30336 | X | ||||
| MICHAEL GREEN | |||||||||
| PROFESSOR | 40.0 | 171790 | 0 | 20869 | X | ||||
| JOHN MARTIN | |||||||||
| DIRECTOR OF GNPA | 40.0 | 186735 | 0 | 21676 | X | ||||
| FREDERICK WHITE | |||||||||
| DEAN-LAW SCHOOL | 40.0 | 204488 | 0 | 31432 | X | ||||
| FRANK ELLIOTT | |||||||||
| LAW PROFESSOR | 40.0 | 185416 | 0 | 14658 | X | ||||
| PAUL AUSTIN | |||||||||
| ASSOC PROFESSOR GPNA | 40.0 | 203500 | 0 | 15250 | X | ||||
| HECTOR QUINTANILLA | |||||||||
| DEAN SCHOOL OF BUSINESS | 40.0 | 134577 | 0 | 26451 | X | ||||
| JAMES P GEORGE | |||||||||
| LAW PROFESSOR | 40.0 | 135364 | 0 | 34709 | X | ||||
| MALINDA SEYMORE | |||||||||
| LAW PROFESSOR | 40.0 | 151794 | 0 | 9744 | X | ||||
| CHARLOTTE HUGHART | |||||||||
| PROFESSOR CLINICAL LAW | 40.0 | 141645 | 0 | 18631 | X | ||||
| DEBRA MALOY | |||||||||
| ASST DIR/INTERIM ASST DIR/PROF | 40.0 | 159306 | 0 | 19502 | X | ||||
| RICARDO RODRIGUEZ | |||||||||
| PROFESSOR CHEMISTRY/MCCANN | 40.0 | 153721 | 0 | 30661 | X | ||||
| HAROLD JEFFCOAT | |||||||||
| PAST PRESIDENT | 40.0 | 253698 | 0 | 12095 | X | ||||
| VICKI RAINWATER | |||||||||
| PROFESSOR | 40.0 | 105903 | 0 | 14925 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3584674 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 422411 | TotalOtherCompensation |
| Number Individuals GT100 K | 59 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| GUARDSMARK LLC | |||||
| PO BOX 11407 | BIRMINGHAM | AL | 35246 | SECURITY SERVICES | 518627 |
| STRYVE ADVISORS LLC | |||||
| 12 GREENWAY PLAZA SUITE 1100 | HOUSTON | TX | 77046 | IT SERVICES | 301104 |
| BDO SEIDMAN LLP | |||||
| PO BOX 31001-0860 | PASADENA | CA | 911100860 | ACCOUNTING SERVICES | 120937 |
| PREFERRED TRAVEL OF NAPLES | |||||
| 801 LAUREL OAK DR 300 | NAPLES | FL | 34108 | TRAVEL SERVICES | 109179 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Fundraising Events | 80850 | FundraisingEvents |
| Government Grants | 1976686 | GovernmentGrants |
| All Other Contributions | 3000797 | AllOtherContributions |
| Total Contributions | 5058333 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611600 | 56583825 | 56583825 |
| HOUSING AND MEALS | 531110 | 2180927 | 2180927 |
| LAW BOOKSTORE | 451211 | 899448 | 899448 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 59664200 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 512735 | TotalRevenueColumn |
| Exclusion | $512,735 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 388854 | TotalRevenueColumn |
| Exclusion | $388,854 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 187212 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 137600 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 49612 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 49612 | TotalRevenueColumn |
| Exclusion | $49,612 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6415965 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4979171 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1436794 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1436794 | TotalRevenueColumn |
| Exclusion | $1,436,794 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 16735 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 80850 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 63929 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -47194 | TotalRevenueColumn |
| Exclusion | -$47,194 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MISCELLANEOUS REVENUE | 900099 | 365487 | 365487 |
| COLLECTION OF BAD DEBTS | 611600 | 26037 | 26037 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 391524 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 67454858 | TotalRevenueColumn |
| Related Or Exempt Function Income | 60055724 | RelatedOrExemptFunctionIncome |
| Exclusion | $2,340,801 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11045549 | Total |
| Program Services | 11045549 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2765387 | Total |
| Program Services | 2219248 | ProgramServices |
| Management And General | 537258 | ManagementAndGeneral |
| Fundraising | 8881 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93681 | Total |
| Program Services | 93681 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27269992 | Total |
| Program Services | 21907204 | ProgramServices |
| Management And General | 4442737 | ManagementAndGeneral |
| Fundraising | 920051 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1424209 | Total |
| Program Services | 1145090 | ProgramServices |
| Management And General | 235217 | ManagementAndGeneral |
| Fundraising | 43902 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3904643 | Total |
| Program Services | 3006606 | ProgramServices |
| Management And General | 771826 | ManagementAndGeneral |
| Fundraising | 126211 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2135989 | Total |
| Program Services | 1580403 | ProgramServices |
| Management And General | 483711 | ManagementAndGeneral |
| Fundraising | 71875 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3032605 | Total |
| Program Services | 1541618 | ProgramServices |
| Management And General | 1396053 | ManagementAndGeneral |
| Fundraising | 94934 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94334 | Total |
| Management And General | 94334 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88911 | Total |
| Program Services | 17500 | ProgramServices |
| Management And General | 71411 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1251467 | Total |
| Program Services | 926735 | ProgramServices |
| Management And General | 233605 | ManagementAndGeneral |
| Fundraising | 91127 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 424892 | Total |
| Program Services | 103829 | ProgramServices |
| Management And General | 305278 | ManagementAndGeneral |
| Fundraising | 15785 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2715550 | Total |
| Program Services | 1589733 | ProgramServices |
| Management And General | 1008949 | ManagementAndGeneral |
| Fundraising | 116868 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4502277 | Total |
| Program Services | 4315489 | ProgramServices |
| Management And General | 186788 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1488531 | Total |
| Program Services | 1442277 | ProgramServices |
| Management And General | 26488 | ManagementAndGeneral |
| Fundraising | 19766 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203500 | Total |
| Program Services | 163867 | ProgramServices |
| Management And General | 31969 | ManagementAndGeneral |
| Fundraising | 7664 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 850997 | Total |
| Program Services | 826324 | ProgramServices |
| Management And General | 24673 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3767973 | Total |
| Program Services | 2436197 | ProgramServices |
| Management And General | 1331776 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 438943 | Total |
| Program Services | 45575 | ProgramServices |
| Management And General | 393368 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DUES | 868612 | 284467 | 561069 | 23076 |
| BOOKSTORE PURCHASES | 688878 | 688878 | ||
| EQUIPMENT AND LIBRARY | 854551 | 692777 | 161606 | 168 |
| ERP LICENSES AND SUPPORT | 446115 | 446115 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2054280 | Total |
| Program Services | 879805 | ProgramServices |
| Management And General | 1174475 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72411866 | Total |
| Program Services | 56952852 | ProgramServices |
| Management And General | 13918706 | ManagementAndGeneral |
| Fundraising | 1540308 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126760 | BOY |
| EOY | 83309 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2947556 | BOY |
| EOY | 74958 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 522115 | BOY |
| EOY | 2563672 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 141543 | BOY |
| EOY | 162342 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1189837 | BOY |
| EOY | 612360 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 109012346 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 47954715 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61761109 | BOY |
| EOY | 61057631 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19462656 | BOY |
| EOY | 12651984 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6201994 | BOY |
| EOY | 6240587 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9306424 | BOY |
| EOY | 8668468 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101659994 | BOY |
| EOY | 92115311 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10270507 | BOY |
| EOY | 10070399 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3220 | BOY |
| EOY | -1255 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3379153 | BOY |
| EOY | 4476080 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13903000 | BOY |
| EOY | 12253000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 390333 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2500000 | BOY |
| EOY | 2500000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 432189 | BOY |
| EOY | 1877624 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30878402 | BOY |
| EOY | 31175848 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37148918 | BOY |
| EOY | 27144042 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8509326 | BOY |
| EOY | 7520696 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25123348 | BOY |
| EOY | 26274725 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70781592 | BOY |
| EOY | 60939463 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101659994 | BOY |
| EOY | 92115311 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -4957008 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -4885121 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 37748281 | BeginningOfYearBalance |
| Contributions | 1007999 | Contributions |
| Investment Earnings Or Losses | -2009422 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 841079 | GrantsOrScholarships |
| Other Expenditures | 5255104 | OtherExpenditures |
| End Of Year Balance | 30650675 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 34877498 | BeginningOfYearBalance |
| Contributions | 788917 | Contributions |
| Investment Earnings Or Losses | 5105968 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 451273 | GrantsOrScholarships |
| Other Expenditures | 2572829 | OtherExpenditures |
| End Of Year Balance | 37748281 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 32337181 | BeginningOfYearBalance |
| Contributions | 195764 | Contributions |
| Investment Earnings Or Losses | 3772111 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 386419 | GrantsOrScholarships |
| Other Expenditures | 1041139 | OtherExpenditures |
| End Of Year Balance | 34877498 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 47365803 | BeginningOfYearBalance |
| Contributions | 1286607 | Contributions |
| Investment Earnings Or Losses | -10411999 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 850325 | GrantsOrScholarships |
| Other Expenditures | 5052905 | OtherExpenditures |
| End Of Year Balance | 32337181 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.85500 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.14500 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1141815 | OtherCostOrOtherBasis |
| Book Value | 1141815 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 57658295 | OtherCostOrOtherBasis |
| Depreciation | 21996513 | Depreciation |
| Book Value | 35661782 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 4073145 | OtherCostOrOtherBasis |
| Depreciation | 1576890 | Depreciation |
| Book Value | 2496255 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 20346588 | OtherCostOrOtherBasis |
| Depreciation | 14035771 | Depreciation |
| Book Value | 6310817 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 25792503 | OtherCostOrOtherBasis |
| Depreciation | 10345541 | Depreciation |
| Book Value | 15446962 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 61057631 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 6240587 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Closely Held Equity Interests | CloselyHeldEquityInterests | |
| Total Of Book Value Securities | 6240587 | TotalOfBookValueSecurities |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INTEREST IN TRUSTS | Description |
| Book Value | 8668468 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 8668468 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITAL LEASE OBLIGATIONS | Description |
| Amount | $1,877,624 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1877624 | TotalOfAmounts |
| Total Revenue | 67454858 | TotalRevenue |
| Total Expenses | 72411866 | TotalExpenses |
| Excess Or Deficit For Year | -4957008 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -3095203 | NetUnrealizedGLOnInvestments |
| Other | -$667,565 | OtherAmount |
| Total Adjustments | -3762768 | TotalAdjustments |
| Excess Or Deficit Per FS | -8719776 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 52848063 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -3095203 | NetUnrealizedGainsInvestments |
| Other Revenues | 201521 | OtherRevenues |
| Revenue Not Rptd F990 | -2893682 | RevenueNotRptdF990 |
| Revenue Subtotal | 55741745 | RevenueSubtotal |
| Other Revenues Not Included | 11713113 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 11713113 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 67454858 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 61567838 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 201521 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 201521 | ExpensesNotRptdF990 |
| Expenses Subtotal | 61366317 | ExpensesSubtotal |
| Other Expenses Not Included | 11045549 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 11045549 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 72411866 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FIN 48 FOOTNOTE | PART X, LINE 2 | INCOME TAXES-THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, THE UNIVERSITY MAY BE SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME THAT IS DERIVED FROM ACTIVITIES NOT IN FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. THE UNIVERSITY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED. CHANGES IN RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE UNIVERSITY HAS ELECTED TO RECOGNIZE ACCRUED INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS, IF THEY OCCUR, AS A COMPONENT OF INCOME TAX EXPENSE. MANAGEMENT BELIEVES THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS AS OF MAY 31, 2012 AND 2011 AND ACCORDINGLY NO INCOME TAX EXPENSE HAS BEEN RECOGNIZED. |
| INTENDED USES OF THE ENDOWMENT FUND | PART V, LINE 4 | THE ORIGINAL CORPUS OF ENDOWMENT FUNDS WILL REMAIN UNSPENT. EARNINGS FROM THE INVESTED ENDOWMENT FUNDS ARE UTILIZED FOR SCHOLARSHIPS, SUPPORT OF THE LIBRARIES, AND PROGRAM SUPPORT IN ACCORDANCE WITH ENDOWMENT SPENDING POLICY. |
| REVENUE AND EXPENSES ON BOOKS, NOT ON FORM 990 | PART XII & XIII, LINE 2D | FUNDRAISING EXPENSES $ 63,921 RENTAL EXPENSE 137,600 ---------- $ 201,521 |
| REVENUE AND EXPENSES ON FORM 990, NOT ON BOOKS | PART XII & XIII, LINE 4B | SCHOLARSHIPS $ 11,045,549 CHANGE IN BENEFICIAL INTEREST IN TRUSTS 637,956 OTHER DIFFERENCE 29,608 ------------ $ 11,713,113 SCHOLARSHIPS $ 11,045,549 |
| OTHER CHANGES IN NET ASSETS FROM 990 TO F/S | PART XI, LINE 8 | CHANGE IN BENEFICIAL INTEREST IN TRUSTS (637,956) OTHER DIFERENCE (29,609) ------------ $(667,565) |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | HOW THE RACIALLY NONDISCRIMINATORY POLICY IS PUBLICIZED | Identifier |
| Return Reference | PART I, LINE 3 | ReturnReference |
| Explanation | THE ORGANIZATION'S RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN THE STUDENT HANDBOOK, UNIVERSITY CATALOG AND THE WEBSITE. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Program Services | INSTRUCTION | 54109 |
| North America | Program Services | INSTRUCTION | 42032 |
| Europe (Including Iceland and Greenland) | Program Services | INSTRUCTION | 56485 |
| Europe (Including Iceland and Greenland) | Program Services | INSTRUCTION | 48834 |
| Europe (Including Iceland and Greenland) | Program Services | INSTRUCTION | 68659 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 270119 | SubtotalAmountSpent |
| Total Amount Spent | 270119 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BU HALL OF FAME | NameOfEvent1 |
| Gross Receipts Event1 | 62800 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 55200 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 7600 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 19130 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 8322 | OtherDirectExpensesEvent1 |
| Name Of Event2 | OD BOUNDS | NameOfEvent2 |
| Gross Receipts Event2 | 34785 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 25650 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 9135 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 36477 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 0 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 0 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 0 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 0 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 0 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 0 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 97585 | GrossReceiptsTotal |
| Charitable Contributions Total | 80850 | CharitableContributionsTotal |
| Gross Revenue Total Events | 16735 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 0 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 19130 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 44799 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 63929 | DirectExpenseSummaryEvents |
| Net Income Summary | -47194 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 1258 | NumberOfRecipients |
| Amount Of Cash Grant | 11045549 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING USE OF GRANT FUNDS | Identifier |
| Return Reference | PART I, LINE 2 | ReturnReference |
| Explanation | TEXAS WESLEYAN UNIVERSITY'S OFFICE OF FINANCIAL AID ADMINISTERS MULTIPLE FEDERAL, STATE, PRIVATE, AND UNIVERSITY GRANTS, SCHOLARSHIPS, LOAN AND WORK STUDY AWARDS. FEDERAL AND STATE PROGRAMS ARE ADMINISTERED ACCORDING TO THE U.S. LAW AND REGULATIONS PROMULGATED BY THE U.S. DEPARTMENT OF EDUCATION AND THE U.S. DEPARTMENT HEALTH AND HUMAN SERVICES AS WELL AS THE REGULATIONS OF THE STATE OF TEXAS. UNIVERSITY SCHOLARSHIPS AND GRANTS ARE ADMINISTERED ACCORDING TO THE POLICIES OF THE OFFICE OF FINANCIAL AID IN SUPPORT OF THE UNIVERSITY'S STRATEGIC PLAN. THE FINANCIAL AID OFFICE USES THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) AND A NUMBER OF SUPPORTING DOCUMENTS OF VERIFICATION TO DETERMINE A STUDENT'S ELIGIBILITY FOR ALL NEED BASED PROGRAMS. ADDITIONALLY, STUDENTS' ELIGIBILITY IS DETERMINED BASED UPON ACADEMIC QUALIFICATIONS, SPECIAL TALENTS, AND DONOR STIPULATED REQUIREMENTS. POLICIES AND PROCEDURES ENSURE THAT THE DETERMINATION OF AID ELIGIBILITY AND THE SUBSEQUENT DELIVERY OF AID IS DELIVERED IN A FAIR AND EQUITABLE MANNER. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | false | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (19 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM A BLEIBDREY | |||||||||||
| 92927 | 0 | 50000 | 0 | 60641 | 0 | 13133 | 0 | 9141 | 0 | 225842 | 0 |
| VICKI RAINWATER | |||||||||||
| 105903 | 0 | 0 | 0 | 8507 | 6418 | 120828 | 0 | ||||
| STEVEN ALTON | |||||||||||
| 163631 | 0 | 2000 | 0 | 13317 | 17019 | 195967 | 0 | ||||
| PATRICIA ALEXANDER | |||||||||||
| 120427 | 0 | 30000 | 0 | 10735 | 10193 | 171355 | 0 | ||||
| MICHAEL GREEN | |||||||||||
| 171790 | 0 | 0 | 0 | 13501 | 7368 | 192659 | 0 | ||||
| JOHN MARTIN | |||||||||||
| 186735 | 0 | 0 | 0 | 14983 | 6693 | 208411 | 0 | ||||
| JOAN CANTY | |||||||||||
| 145930 | 0 | 0 | 0 | 2857 | 2900 | 151687 | 0 | ||||
| JAMES P GEORGE | |||||||||||
| 135364 | 0 | 0 | 0 | 12203 | 22506 | 170073 | 0 | ||||
| HAROLD JEFFCOAT | |||||||||||
| 65219 | 0 | 0 | 188479 | 8804 | 3291 | 265793 | 0 | ||||
| FREDERICK WHITE | |||||||||||
| 199688 | 0 | 0 | 4800 | 16713 | 14719 | 235920 | 0 | ||||
| FRANK ELLIOTT | |||||||||||
| 185416 | 0 | 0 | 0 | 14658 | 0 | 200074 | 0 | ||||
| ALLEN H HENDERSON | |||||||||||
| 140888 | 0 | 45000 | 0 | 14940 | 16019 | 216847 | 0 | ||||
| FREDERICK G SLABACH | |||||||||||
| 283702 | 0 | 0 | 219009 | 19923 | 21631 | 544265 | 0 | ||||
| PAUL AUSTIN | |||||||||||
| 203500 | 0 | 0 | 0 | 15250 | 0 | 218750 | 0 | ||||
| HECTOR QUINTANILLA | |||||||||||
| 134577 | 0 | 0 | 0 | 9432 | 17019 | 161028 | 0 | ||||
| MALINDA SEYMORE | |||||||||||
| 151794 | 0 | 0 | 0 | 3051 | 6693 | 161538 | 0 | ||||
| CHARLOTTE HUGHART | |||||||||||
| 141645 | 0 | 0 | 0 | 11438 | 7193 | 160276 | 0 | ||||
| DEBRA MALOY | |||||||||||
| 159306 | 0 | 0 | 0 | 12809 | 6693 | 178808 | 0 | ||||
| RICARDO RODRIGUEZ | |||||||||||
| 153721 | 0 | 0 | 0 | 8155 | 22506 | 184382 | 0 | ||||
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF BENEFITS | PART I, LINE 1A | ALL AMOUNTS PAID FOR HOUSING ALLOWANCES AND SOCIAL CLUB DUES ARE INCLUDED IN EMPLOYEE FORMS W-2 AS FOLLOWS: HOUSING ALLOWANCES - HAROLD JEFFCOAT SOCIAL CLUB DUES - WILLIAM BLEIBDREY, FREDERICK G. SLABACH |
| PARTICIPATION IN SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | PART I, LINE 4B | AMOUNT OF CURRENT YEAR PARTICIPATION IN A 457(F) PLAN: HAROLD JEFFCOAT - $ 144,667 |
| OFFICER COMPENSATION | FORM 990 PART VII & SCHEDULE J, PART II, COLUMN (B)(III) | DURING 2011, FREDERICK G. SLABACH RECEIVED A ONE-TIME UP FRONT PAYMENT OF $180,000 FOR HOUSING COSTS IN LIEU OF FUTURE HOUSING ALLOWANCE PAYMENTS. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RED RIVER EDUCATION FIN2 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 752791247 | IssuerEIN |
| Date Issued | 2010-12-22 | DateIssued |
| Issue Price | 14234000 | IssuePrice |
| Description Of Purpose | REFINANCING THREE ISSUES | DescriptionOfPurpose |
| Defeased | true | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 331000 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 14234000 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 12185163 | RefundingEscrow |
| Issuance Costs From Proceeds | 242954 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 0 | CapitalExpenditures |
| Other Spent Proceeds | 1805883 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Engage Bond Counsel Contracts | false | EngageBondCounselContracts |
| Any Research Agreements | false | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | true | Form8038TFiled |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | REFINANCED BONDS | Identifier |
| Return Reference | PART V | ReturnReference |
| Explanation | TEXAS WESLEYAN UNIVERSITY SERIES 1997-A ISSUE DATE 3/27/97 TEXAS WESLEYAN UNIVERSITY SERIES 2003 REVENUE BONDS ISSUE DATE 12/29/03 TEXAS WESLEYAN UNIVERSITY SERIES 2002 REVENUE BONDS ISSUE DATE 07/31/02 | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| STRYVE ADVISORS LLC | |||
| CHRISTMAN IS >5% OWNER | 306424 | PAYMENTS FOR IT SERVICES | false |
| STEPHEN CUMBIE | |||
| SON OF TRUSTEE CUMBIE | 11100 | SALARIES/WAGES | false |
| KEVIN MILLIKAN | |||
| SON OF TRUSTEE MILLIKAN | 82581 | SALARIES/WAGES | false |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART I, LINE 1 | (CONT. FROM PAGE 1) PREPARATION AT THE UNDERGRADUATE LEVEL AND IN SELECTED GRADUATE AND PROFESSIONAL AREAS. THE UNIVERSITY IS ACCREDITED BY THE COMMISSION ON COLLEGES OF THE SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS TO AWARD BACCALAUREATE, MASTER'S, AND DOCTORAL LEVEL DEGREES. CONTACT THE COMMISSION ON COLLEGES AT 1866 SOUTHERN LANE, DECATUR, GEORGIA, 30033-4097 OR CALL 404-679-4500 (WEB SITE: WWW.SACSCOC.ORG) ONLY FOR QUESTIONS, COMMENTS, OR ISSUES RELATED TO THE ACCREDITATION OF TEXAS WESLEYAN UNIVERSITY. THE SCHOOL OF LAW IS ACCREDITED BY THE AMERICAN BAR ASSOCIATION AND WAS ADMITTED TO THE AMERICAN ASSOCIATION OF LAW SCHOOLS IN JANUARY 2012. OTHER INSTITUTIONAL AND PROGRAM ACCREDITATION INCLUDES THE ACCREDITATION COUNCIL FOR BUSINESS SCHOOLS AND PROGRAMS, THE STATE BOARD FOR EDUCATOR CERTIFICATION, THE NATIONAL ASSOCIATION OF SCHOOLS OF MUSIC, THE COUNCIL ON ACCREDITATION OF NURSE ANESTHESIA EDUCATIONAL PROGRAMS, AND THE COMMISSION ON ACCREDITATION OF ATHLETIC TRAINING EDUCATION. |
| ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE | FORM 990, PART VI, LINE 19 | GOVERNING DOCUMENTS, UNIVERSITY POLICIES, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. |
| EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS | FORM 990, PART VI, LINE 12C | ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES ARE OBTAINED FROM EACH TRUSTEE. |
| REVIEW PROCESS | FORM 990, PART VI, LINE 11 | THE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE FORM 990. ONCE PREPARED, THE FORM IS REVIEWED BY UNIVERSITY STAFF. IT IS THEN PROVIDED TO THE TRUSTEES FOR COMMENT PRIOR TO FILING. |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | FORM 990, PART XI, LINE 5 | PRIOR PERIOD ADJUSTMENT $(1,122,353) UNREALIZED GAINS & LOSSES (3,095,203) CHANGE IN BENEFICIAL INTEREST IN TRUSTS (637,956) OTHER DIFERENCE (29,609) ------------ $(4,885,121) |
| TRUSTEE COMPENSATION | FORM 990 PART VII | TRUSTEES ARE NOT COMPENSATED BY THE ORGANIZATION FOR THEIR SERVICES AS TRUSTEE OF THE BOARD. ANY COMPENSATION REPORTED FOR TRUSTEES IN FORM 990 PART VII IS FOR OTHER SERVICES RENDERED TO THE ORGANIZATION. DURING THE CALENDAR YEAR 2011, LAMAR SMITH, TRUSTEE, RECEIVED COMPENSATION FOR SERVICES RENDERED AS ASSISTANT TO THE UNIVERSITY PRESIDENT UNTIL MAY 31, 2011. HE WAS NOT COMPENSATED FOR SERVICES AS TRUSTEE TO THE ORGANIZATION. |
| OFFICER COMPENSATION | FORM 990 PART VII & SCHEDULE J, PART II, COLUMN (B)(III) | DURING 2011, FREDERICK G. SLABACH RECEIVED A ONE-TIME UP FRONT PAYMENT OF $180,000 FOR HOUSING COSTS IN LIEU OF FUTURE HOUSING ALLOWANCE PAYMENTS. |
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