WATERVIEW STUDENT HOUSING FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WATERVIEW STUDENT HOUSING FOUNDATION (EIN 47-0896355)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201233209349303813
- Schema version
- 2011v1.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T10:55:56-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALMON SIMS THOMAS & ASSOC PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12720 HILLCREST RD SUITE 900 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470896355 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UTLEY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % ANN K UTLEY | InCareOfName |
| Name Control | UTLE | NameControl |
| Phone | 4692321350 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 WATERVIEW PARKWAY | AddressLine1 |
| City | RICHARDSON | City |
| State | TX | State |
| ZIP Code | 75080 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANN UTLEY | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2012-07-30 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9723921143 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ANN K UTLEY PRESIDENT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 WATERVIEW PARKWAY STE 100 | AddressLine1 |
| City | RICHARDSON | City |
| State | TX | State |
| ZIP Code | 75080 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7498160 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2002 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE STUDENT HOUSING FOR THOSE ATTENDING THE UNIVERSITY OF TEXAS AT DALLAS, ALLOWING STUDENTS AN EXCEPTIONAL HOME ENVIRONMENT CONDUCIVE TO AN EXTRAORDINARY LEARNING EXPERIENCE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 19 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -1748327 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7497031 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7497469 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 526 | InvestmentIncomePriorYear |
| Investment Income Current Year | 691 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 61159 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7558716 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7498160 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 706595 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 733147 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7619006 | OtherExpensePriorYear |
| Other Expenses Current Year | 7562623 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8325601 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8295770 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -766885 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -797610 | RevenuesLessExpensesCY |
| Total Assets BOY | 41145238 | TotalAssetsBOY |
| Total Assets EOY | 39915313 | TotalAssetsEOY |
| Total Liabilities BOY | 52392115 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 51959800 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -11246877 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -12044487 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE UTLEY FOUNDATION'S MISSION IS TO PROVIDE STUDENT HOUSING FOR THOSE ATTENDING THE UNIVERSITY OF TEXAS AT DALLAS, ALLOWING STUDENTS AN EXCEPTIONAL HOME ENVIRONMENT CONDUCIVE TO AN EXTRAORDINARY LEARNING EXPERIENCE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Activity Code | 531110 | ActivityCode |
| Expense | 8248422 | Expense |
| Revenue | 7497469 | Revenue |
| Description | OPERATION OF WATERVIEW PARK APARTMENTS FOR THE BENEFIT OF THE UNIVERSITY OF TEXAS AT DALLAS (UTD) STUDENTS. | Description |
| Total Program Service Expense | 8248422 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | 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 | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| 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 | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | 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 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 19 | 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 | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | true | 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 | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ANN K UTLEY | NamePerson |
| Telephone Number | 2146938899 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 WATERVIEW PARKWAY STE 100 | AddressLine1 |
| City | RICHARDSON | City |
| State | TX | State |
| ZIP Code | 75080 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (5 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer |
|---|---|---|---|
| STEVE GOTTSACKER | |||
| SECRETARY | 0.5 | X | X |
| MIMI JOHNSON | |||
| MEMBER | 0.5 | X | |
| GEORGE W AUBREY | |||
| TREASURER | 0.5 | X | X |
| ANN K UTLEY | |||
| BOARD CHAIR/PRESIDENT | 1.25 | X | X |
| RUSTY KELLEY | |||
| DIRECTOR | 0.5 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ATT WIFI SERVICES | |||||
| DEPT 0220 PO BOX 120220 | DALLAS | TX | 753120220 | WIFI SERVICES | 185848 |
| IMPERIAL CREDIT CORPORATION | |||||
| PO BOX 20455 | DALLAS | TX | 753200455 | PROPERTY INSURANCE | 154975 |
| RASA FLOORS | |||||
| PO BOX 619130 | DALLAS | TX | 752619130 | FLOOR INSTALLATION | 155458 |
| TERMINIX INTERNATIONAL | |||||
| 3900 WILLOW SUITE 130 | DALLAS | TX | 75226 | PEST CONTROL | 167128 |
| WELLS FARGO BANK | |||||
| PO BOX 54349 | LOS ANGELES | CA | 900540349 | CREDIT & FINANCING | 204885 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RENTAL REVENUE | 531110 | 7478393 | 7478393 |
| VENDING MACHINE | 900099 | 452 | 452 |
| MISCELLANEOUS | 900099 | 18624 | 18624 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7497469 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 691 | TotalRevenueColumn |
| Exclusion | $691 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7498160 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7497469 | RelatedOrExemptFunctionIncome |
| Exclusion | $691 | 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 | 0 | Total |
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 | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 600729 | Total |
| Program Services | 600729 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8002 | Total |
| Program Services | 8002 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61250 | Total |
| Program Services | 61250 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63166 | Total |
| Program Services | 63166 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9295 | Total |
| Management And General | 9295 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16497 | Total |
| Management And General | 16497 | 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 | 173190 | Total |
| Program Services | 168690 | ProgramServices |
| Management And General | 4500 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76923 | Total |
| Program Services | 76923 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170558 | Total |
| Program Services | 153502 | ProgramServices |
| Management And General | 17056 | ManagementAndGeneral |
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 | 2581133 | Total |
| Program Services | 2581133 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2544790 | Total |
| Program Services | 2544790 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1930009 | Total |
| Program Services | 1930009 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52456 | Total |
| Program Services | 52456 | ProgramServices |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RENEWAL COMMISSIONS | Description |
| Total | 7772 | Total |
| Program Services | 7772 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8295770 | Total |
| Program Services | 8248422 | ProgramServices |
| Management And General | 47348 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74685 | BOY |
| EOY | 10314 | 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 | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15472 | BOY |
| EOY | 6025 | 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 | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166660 | BOY |
| EOY | 165536 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 50216449 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 19839455 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32076933 | BOY |
| EOY | 30376994 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6273438 | BOY |
| EOY | 6976528 | 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 | 2538050 | BOY |
| EOY | 2379916 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41145238 | BOY |
| EOY | 39915313 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1774913 | BOY |
| EOY | 2420943 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 295313 | BOY |
| EOY | 243972 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50315989 | BOY |
| EOY | 49291785 | 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 | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5900 | BOY |
| EOY | 3100 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52392115 | BOY |
| EOY | 51959800 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -11246877 | BOY |
| EOY | -12044487 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -11246877 | BOY |
| EOY | -12044487 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41145238 | BOY |
| EOY | 39915313 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -797610 | ReconcilationRevenueExpenses |
| 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 | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6368713 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7059025 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7238296 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7497031 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7497469 | CurrentTaxYear |
| Total | 35660534 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6368713 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7059025 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7238296 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7497031 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7497469 | CurrentTaxYear |
| Total | 35660534 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 35660534 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 276185 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 175236 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3358 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 526 | CurrentTaxYearMinus1Year |
| Current Tax Year | 691 | CurrentTaxYear |
| Total | 455996 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 276185 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 175236 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3358 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 526 | CurrentTaxYearMinus1Year |
| Current Tax Year | 691 | CurrentTaxYear |
| Total | 455996 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 61159 | CurrentTaxYearMinus1Year |
| Total | 61159 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6644898 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7234261 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7241654 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7558716 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7498160 | CurrentTaxYear |
| Total | 36177689 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98571 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97596 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01260 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02229 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Land | Land |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 41886900 | OtherCostOrOtherBasis |
| Depreciation | 12798775 | Depreciation |
| Book Value | 29088125 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1402285 | OtherCostOrOtherBasis |
| Depreciation | 1329961 | Depreciation |
| Book Value | 72324 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 721906 | OtherCostOrOtherBasis |
| Depreciation | 240635 | Depreciation |
| Book Value | 481271 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6205358 | OtherCostOrOtherBasis |
| Depreciation | 5470084 | Depreciation |
| Book Value | 735274 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 30376994 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ESCROW FUNDS HELD BY TRUSTEE | Description |
| Book Value | 6976528 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 6976528 | TotalOfBookValueSecurities |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LOAN COSTS NET OF AMORTIZATION | Description |
| Book Value | 2379916 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2379916 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITY DEPOSITS | Description |
| Amount | $3,100 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3100 | TotalOfAmounts |
| Total Revenue | 7498160 | TotalRevenue |
| Total Expenses | 8295770 | TotalExpenses |
| Excess Or Deficit For Year | -797610 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -797610 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7498160 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 7498160 | RevenueSubtotal |
| Total Revenue Per Form990 | 7498160 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8295770 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 8295770 | ExpensesSubtotal |
| Total Expenses Per Form990 | 8295770 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART X | Identifier |
| Return Reference | LINE 2 | ReturnReference |
| Explanation | Management has concluded that any tax positions that would not meet the more-likely-than-not criterion of FASB ASC 740-10 would be immaterial to the financial statements taken as a whole. Accordingly, the accompanying financial statements do not include any provision for uncertain tax positions, and no related interest or penalties have been recorded in the statement of activities or accrued on the statements of financial position. Federal and state tax returns of the entity are generally open to examination by the relevant taxing authority for a period of three years from the date the returns are filed. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990 | PART VI, SECTION B, LINE 11A | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT. THE COMPLETED FORM 990 IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. THE APPROVED FORM 990 IS SUBSEQUENTLY FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990 | PART VI, SECTION B, LINE 12c | THE ORGANIZATION MAKES INQUIRIES OF THE BOARD OF DIRECTORS ON A REGULAR BASIS REGARDING POSSIBLE CONFLICTS OF INTEREST. ANY POTENTIAL CONFLICTS OF INTEREST ARE FURTHER INVESTIGATED. |
| FORM 990 | PART VI, SECTION B, LINE 15 | THE ORGANIZATION DOES NOT CURRENTLY COMPENSATE ANY OF THE MEMBERS OF THE GOVERNING BODY. |
| 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WATERVIEW PARK APARTMENTS LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 WATERVIEW PARKWAYSTE 100 | AddressLine1 |
| City | RICHARDSON | City |
| State | TX | State |
| ZIP Code | 75080 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223876994 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Total Income | 7498160 | TotalIncome |
| EOY Assets | 39915313 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UTLEY FDTN | BusinessNameLine1 |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | part i | Identifier |
| Explanation | THE UTLEY FOUNDATION IS THE SOLE MEMBER OF WATERVIEW PARK APARTMENTS, L.L.C., WHICH OWNS THE WATERVIEW PARK APARTMENTS THAT ARE RENTED TO STUDENTS OF THE UNIVERSITY OF TEXAS AT DALLAS AS OUTLINED IN THE FOUNDATION'S APPLICATION FOR EXEMPTION, FORM 1023. | Explanation |
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