2011-04-18T17:42:21-05:00 2010-05-31 WEAVER AND TIDWELL LLP 12221 MERIT DRIVE SUITE 1400 DALLAS TX 75251 990 2009-06-01 756001300 DALLAS BAPTIST UNIVERSITY DALL 2143335160 3000 MOUNTAIN CREEK PARKWAY DALLAS TX 752119299 Eric Bruntmyer 2143335160 2011-04-18 1 Ira L Nevelow 9724901970 2009 2016-02-24 21:20:13Z Gary Cook 3000 Mountain Creek Pkwy Dallas TX 75211 102485425 0 X WWW.DBU.EDU X 1898 TX THE PURPOSE OF DALLAS BAPTIST UNIVERSITY IS TO PROVIDE CHRIST-CENTERED QUALITY HIGHER EDUCATION IN THE ARTS, SCIENCES, AND PROFESSIONAL STUDIES AT BOTH THE UNDERGRADUATE AND GRADUATE LEVELS TO TRADITIONAL AGE AND ADULT STUDENTS IN ORDER TO PRODUCE SERVANT LEADERS WHO HAVE THE ABILITY TO INTEGRATE FAITH AND LEARNING THROUGH THEIR RESPECTIVE CALLINGS. 39 30 1417 0 0 0 11498095 15031916 72854653 77948067 1193626 1457311 -1645154 193458 83901220 94630752 18129651 20542624 0 34731102 37755884 0 1311366 25098792 27081425 77959545 85379933 5941675 9250819 132802878 144086301 28508276 29442334 104294602 114643967 THE PURPOSE OF DALLAS BAPTIST UNIVERSITY IS TO PROVIDE CHRIST-CENTERED QUALITY HIGHER EDUCATION IN THE ARTS, SCIENCES, AND PROFESSIONAL STUDIES AT BOTH THE UNDERGRADUATE AND GRADUATE LEVELS TO TRADITIONAL AGE AND ADULT STUDENTS IN ORDER TO PRODUCE SERVANT LEADERS WHO HAVE THE ABILITY TO INTEGRATE FAITH AND LEARNING THROUGH THEIR RESPECTIVE CALLINGS. 0 0 24863024 69768779 INSTRUCTION - AT THE CORE OF THE MISSION OF THE UNIVERSITY IS THE INTEGRATION OF FAITH AND LEARNING. THE INSTRUCTION EXPENDITURES OF THE UNIVERSITY REFLECT THE UNIVERSITY'S DESIRE TO PROVIDE OUR 5,400+ STUDENTS A QUALITY CHRISTIAN HIGHER EDUCATION AT THE UNDERGRADUATE AND GRADUATE LEVELS. THESE EXPENDITURES INCLUDE FACULTY SALARIES AND BENEFITS. 2922607 170152 ACADEMIC SUPPORT - DBU RECOGNIZES THE STRONG CORRELATION BETWEEN QUALITY ACADEMIC SUPPORT AND STUDENT RETENTION AND SUCCESS. AT DBU, ACADEMIC SUPPORT IS VIEWED AS MORE THAN HELPING STUDENTS SCHEDULE, REGISTER FOR CLASSES, ETC. IT IS SEEN AS AN OPPORTUNITY TO INVEST IN THE LIVES OF STUDENTS, DEVELOP PERSONAL AND CARING RELATIONSHIPS WITH STUDENTS, AND SERVE AS MODELS OF SERVANT LEADERSHIP THAT STUDENTS CAN EMULATE. IN ADDITION TO THE UNIVERSITY'S COMMITMENT TO ACADEMIC SUPPORT FOR DBU STUDENTS, IT HELPS EMPOWER THEM TO ATTAIN THEIR PERSONAL ACADEMIC GOALS. 32006533 962958 STUDENT SERVICES - DBU ASSISTS PARENTS AND STUDENTS WITH PROGRAMS AND SERVICES THAT SUPPORT STUDENTS INTELLECTUALLY, PHYSICALLY, SPIRITUALLY AND SOCIALLY. THESE SERVICES INCLUDE STUDENT TESTING, DINING SERVICES, HEALTH SERVICES, CAREER SERVICES AND COUNSELING SERVICES. OUR RESIDENCE LIFE AND RECREATIONAL LIFE STAFF PROVIDE HOUSING SUPPORT SERVICES AND STUDENT RECREATIONAL SERVICES TO ENSURE THAT OUR STUDENTS ARE HEALTHY PHYSICALLY, EMOTIONALLY AND SPIRITUALLY. OUR ATHLETIC DEPARTMENT IS ALSO INCLUDED IN THIS AREA AND PROVIDES SUPPORT FOR OUR STUDENT ATHLETES AS THEY REPRESENT OUR UNIVERSITY AT ATHLETIC EVENTS. FINALLY, OUR REGISTRAR'S OFFICE AND FINANCIAL AID OFFICE ASSIST OUR STUDENTS IN ENROLLING FOR THE APPROPRIATE CLASSES AND BEING ABLE TO AFFORD THE COST OF EDUCATION. EACH OF THESE AREAS SUPPORTS THE MISSION OF THE UNIVERSITY TO PROVIDE AN INTEGRATION OF FAITH AND LEARNING AND PROMOTES THE DEVELOPMENT OF STUDENTS AS SERVANT-LEADERS. 4333001 7046178 AUXILIARY SERVICES - IN ORDER TO PROMOTE INTEGRATION OF FAITH AND LEARNING IN THE ACADEMIC SETTING, DBU PROVIDES AUXILIARY SERVICES TO OUR STUDENTS IN THE FORM OF RESIDENCE HALLS, APARTMENTS, TOWNHOMES AND DINING SERVICES. THESE SERVICES CREATE A COMFORTABLE ENVIRONMENT FOR ACADEMIC PURSUITS WHILE FOSTERING A SENSE OF COMMUNITY AMONG OUR DIVERSE STUDENT POPULATION, ENRICH THE COLLEGE EXPERIENCE AND PROVIDE LEADERSHIP OPPORTUNITIES TO SERVE THE ON-CAMPUS STUDENT BODY. 4333001 7046178 64125165 1 1 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 1 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 181 0 1417 1 0 1 KS 0 0 1 1 1 1 0 0 0 39 30 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X Eric Bruntmyer 2143335160 3000 Mountain Creek Parkway Dallas TX 75211 Alva G Parks 13.00 X 36687 0 8680 Pedersen Herbert L 8.00 X 18264 0 0 Jerry L Carlisle 5.00 X 14890 0 0 Daniel L Griffin 5.00 X 13671 0 0 Harold E Norris 8.00 X 34382 0 11431 Wright L Lassiter 3.00 X 12220 0 0 Arnold Michael 1.00 X 0 0 0 Bailey Bertrain 1.00 X 0 0 0 Sarker Mohammed K 3.00 X 2900 0 0 Byrd Ellen 1.00 X 0 0 0 Carter Wanda 1.00 X 0 0 0 Crain Gayla 1.00 X 0 0 0 Dean Robert 1.00 X 0 0 0 Frazier Charles 1.00 X 0 0 0 Horner Joan 1.00 X 0 0 0 Jayaprabhu Sudheer 1.00 X 0 0 0 Ku Charles 1.00 X 0 0 0 Maddox David 1.00 X 0 0 0 Moon David 1.00 X 0 0 0 Moore Jackie 1.00 X 0 0 0 Moraga Bernardo 1.00 X 0 0 0 Nation Jim 1.00 X 0 0 0 Pilgrim Kenneth 1.00 X 0 0 0 Pleitz Daniel 1.00 X 0 0 0 Renfrow Dorothy 1.00 X 0 0 0 Robinson W Scott 1.00 X 0 0 0 Sadler Harold 1.00 X 0 0 0 Sadler Jeannette 1.00 X 0 0 0 Singleton Gary 1.00 X 0 0 0 Skaggs Ron 1.00 X 0 0 0 Slette Donna Spence 1.00 X 0 0 0 Smith Patsy 1.00 X 0 0 0 Stevenson Buena 1.00 X 0 0 0 Togami Nobuo 1.00 X 0 0 0 Trew Joan 1.00 X 0 0 0 Turner Julie 1.00 X 0 0 0 Warren Jeffrey 1.00 X 0 0 0 Williams Cherry 1.00 X 0 0 0 Williams Sonny 1.00 X 0 0 0 Yip Bianca 1.00 X 0 0 0 Gary R Cook 60.00 X 764431 0 69793 J Blair Blackburn 60.00 X 248587 0 56893 Eric I Bruntmyer 40.00 X 144117 0 10857 Suzanne E Kavli 40.00 X 153563 0 17325 Dennis C Dowd 40.00 X 148092 0 17028 Linam R Gail 40.00 X 142433 0 16643 Gregory Rick R 40.00 X 141028 0 17863 Arnott David H 40.00 X 125568 0 15209 2000833 0 241722 29 0 1 0 PM2I 1301 S CAPITAL OF TEXAS HWY AUSTIN TX 78746 CONSTRUCTION SERVICES 2545544 EXCEL COMMERCIAL PO BOX 211946 BEDFORD TX 76021 PAINTING SERVICES 980841 STARLING RICHARDSON CONSTRUCTION 1201 KAS DRIVE STE D RICHARDSON TX 75081 CONSTRUCTION SERVICE 931255 Complete Landsculpture 2000 Sandy Ln DALLAS TX 75220 landscaping Services 738048 EBS Solutions Inc 2631 Commerce St Ste A DallAS TX 75226 Cleaning Services 604331 19 434244 4230153 10367519 117334 15031916 TUITION AND FEES 611710 70891778 70891778 DORMITORY INCOME 611710 4578611 4578611 DINING HALL INCOME 611710 2101169 2101169 BOOKSTORE INCOME 611710 184185 184185 MISSION TRIPS 611710 129840 129840 62484 62484 77948067 1436611 1436611 54056 54056 7494300 130400 7553547 50453 -59247 79947 20700 20700 52879 434244 250673 -197794 -197794 Admin Cost Allow - Aid 611710 51161 51161 SPONSORSHIP FEES 611710 32500 32500 FOOD SERVICE INVESTMEN 611710 25500 25500 228035 228035 337196 94630752 77948067 0 1650769 20003907 20003907 538717 538717 1448692 44696 1403996 30666082 24191433 5608597 866052 1462784 1189427 220807 52550 2101984 1590194 444801 66989 2076342 1674739 339173 62430 19591 19591 114248 114248 3695006 2033872 1660753 381 968105 885379 75845 6881 4596928 2115844 2263579 217505 1091068 85982 1004886 200 7185090 2948728 4214437 21925 1840752 1263876 562342 14534 264860 217400 45541 1919 893297 893297 4176531 3641331 535200 83723 83723 Tuition Remission 1949231 1520400 428831 0 Student Fine Arts Produ 81034 81034 121961 98206 23755 85379933 64125165 19943402 1311366 918200 2116173 9820972 13444048 1119360 1118015 1622555 2161896 520000 390000 2360791 2285854 38476 20027 506861 673696 128451502 37306553 87148639 91144949 3691598 3256359 21571147 24593173 3484279 2882111 132802878 144086301 4744358 4034039 2831405 3060847 15075432 13907849 3246527 5857721 2610554 2581878 28508276 29442334 X 73039452 81138137 9804227 10620053 21450923 22885777 104294602 114643967 132802878 144086301 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23190428 1431472 2517466 1028291 26111075 32465676 281260 -7572136 1984372 23190428 0.16000 0.84000 0.00000 0 0 3900000 1586829 5486829 488257 81669221 18211247 63946231 740626 555670 184956 14101819 7525781 6576038 25964750 11013855 14950895 91144949 GOLD AND SILVER COINS 23149 F INVESTMENTS HELD IN TRUST 24501969 F Other 68055 F 24593173 U.S. GOVERNMENT ADVANCES 1897789 Deposits 412816 OTHER LIABILITIES 271273 2581878 94630752 85379933 9250819 1588271 -1048 -488677 1098546 10349365 76081873 1588271 -634039 954232 75127641 19503111 19503111 94630752 65732508 1048 105310 106358 65626150 19753783 19753783 85379933 Part X: Description of Uncertain Tax Positions Under FIN 48: The University adopted ASC 740, Accounting for Uncertainty in Income Taxes (Prior authoritative literature FIN 48), which became effective for years beginning after December 15, 2008, related to accounting for uncertainty in income taxes. The pronouncement requires that the University recognize in its financial statements the financial effects of a tax position, if that position is more likely than not of being sustained upon examination, including resolution of any appeals or litigation processes, based upon the technical merits of the position. The pronouncement also provides guidance on measurement, classification, interest and penalties and disclosure. Tax positions taken related to the University's status and state taxes have been reviewed, and management is of the opinion that material positions taken by the University would more likely than not be sustained by examination. Accordingly, the University has not recorded an income tax liability for uncertain tax benefits. As of May 31, 2010, the University's tax years 2006 to 2009 remain subject to examination. Part XI, Line 8 - Other Adjustments: UNREALIZED GAIN ON INTEREST RATE SWAP: 145362. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS: -634039. Part XII, Line 2d - Other Adjustments: Change in Value of Split Interest Agreements: -634039. Part XII, Line 4b - Other Adjustments: Scholarships and Grants: 19753784. Special Events Expenses: -250673. Part XIII, Line 2d - Other Adjustments: Special Events Expenses: 250672. Unrealized gain on interest rate swap: -145362. Part XIII, Line 4b - Other Adjustments: Scholarships and Grants: 19753783. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 East Asia and the Pacific 1 15 Program Serivces Instruction 538717 1 15 538717 East Asia/Pacific Teach English language 538717 Wire FMV R. Perry Dinner 363784 330635 33149 0 18300 10675 72956 26714 72040 T. Landry Dinner 55395 45375 10020 0 0 0 11965 251 15879 3 67944 58234 9710 0 6635 0 10370 0 4888 487123 434244 52879 24935 10675 95291 26965 92807 250673 -197794 1 Scholarships 3226 20003907 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: The University has a financial aid office which is charged with the responsibility of applying scholarships to student accounts in compliance with all Federal requirements, donor restrictions on endowment income to be used for scholarships and internal policies for institutional scholarship funds on relation to eligibility requirements. X X X 1 0 X X X X X 0 0 0 0 0 0 0 0 0 Gary R Cook 438161 0 0 0 326270 0 37042 0 32751 0 834224 0 0 0 J Blair Blackburn 182046 0 64000 0 2541 0 14741 0 42152 0 305480 0 0 0 Eric I Bruntmyer 139877 0 4240 0 0 0 5240 0 5617 0 154974 0 0 0 Suzanne E Kavli 150563 0 3000 0 0 0 0 0 17325 0 170888 0 0 0 Dennis C Dowd 148092 0 0 0 0 0 0 0 17028 0 165120 0 0 0 Linam R Gail 142433 0 0 0 0 0 0 0 16643 0 159076 0 0 0 Gregory Rick R 141028 0 0 0 0 0 0 0 17863 0 158891 0 0 0 City of Tatum Texas Higher Education Facilities 2007-12-01 10000000 Student Housing/Education facilities 0 0 City of Tatum Texas Higher Education Facilities 2002-10-01 7000000 Student Housing 0 0 10193703 52212 8942651 2008 0 0 1 1 7033395 83639 328405 5683241 2004 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 Gary Cook Real Estate Note X 650000 390000 0 1 1 390000 X 15667 Cost of donated ppt X 7050 Cost of donated ppt X Advertising Space 2 43000 Cost of donated ppt X Stone 2 15500 Cost of donated ppt X Other 11 36117 Cost of donated ppt 0 0 0 Form 990, Part VI, Section B, line 11 The IRS Form 990 is prepared internally by the financial affairs division of the university. The information gathered and reviewed to prepare the Form 990 comes from numerous sources. These sources include the University's financials, payroll records, board of trustee documents, etc. While the board of trustees does not directly review the Form 990, the board does review and approve the annual budget, the audited financials, and most of the other sources used to prepare the Form 990. Form 990, Part VI, Section B, line 12c Yes, the organization does monitor and enforce compliance with the policy of dealing with "conflict of interest." Specifically, the financial affairs vice president reviews all purchase orders and approves the purchase orders in order to monitor whether or not an officer, director, trustee, or key employee has a conflict of interest and is being reimbursed as such. If at any time an officer, director, trustee, or key employee should appear to have a conflict of interest, the information is then provided to the appropriate entity for them to act upon. Form 990, Part VI, Section B, line 15 An independent board of trustees reviews and approves the compensation of the organization's top officers. Form 990, Part VI, Section C, line 19 Upon Request Form 990, Part XI, Line 2c Oversight or selection process No change has been made to the oversight or selection process during the year.