Acapita Education Finance Corporation
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Cite this
Plain text Acapita Education Finance Corporation. furp.org, nonprofit organization profile, tax years 2009–2021. https://furp.org/org/acapita-education-finance-corporation-742542435. Retrieved 2026-11-15.
APA furp.org. (n.d.). Acapita Education Finance Corporation [Nonprofit organization profile; tax years 2009–2021]. Retrieved November 15, 2026, from https://furp.org/org/acapita-education-finance-corporation-742542435
MLA “Acapita Education Finance Corporation.” furp.org, tax years 2009–2021, https://furp.org/org/acapita-education-finance-corporation-742542435. Accessed 15 Nov. 2026.
Retrieved 2026-11-15; covers tax years 2009–2021. Data: furp.org (index © the FURP Alliance; the records are public domain).
2021 · Form 990 · revenue $1.03B ($1.23B in 2025 dollars) · expenses $209K · assets $0
- EIN
- 74-2542435
- Address
- 5609 Crosslake Pkwy, Waco, TX 76712
- Website
- WWW.STUDENTLOANS.COM
- NTEE code
- B82 Scholarships, Student Financial Aid Services, Awards (Education) inferred (by a small language model from the name and 990 text, confidence 0.60; not an IRS classification)
- Exempt type
- -
- Ruling date
- -
- Cross-check
- ProPublica Nonprofit Explorer
Mission
ACAPITA EDUCATION FINANCE CORPORATION (AEFC) IS A SECONDARY MARKET OF COLLEGE STUDENT LOANS UNDER THE FEDERAL FAMILY EDUCATION LOAN PROGRAM (FFELP). AEFC'S MISSION IS TO MAKE EDUCATION A REALITY BY SUPPORTING PROGRAMS AND INITIATIVES TO FINANCE EDUCATIONAL OPPORTUNITIES.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
23 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Ricky Turman | EVP/COO/CFO | 2009-2021 | $664,951 | $6,999,199 | 19 |
| Thomas Litle | PRESIDENT/CEO | 2010-2021 | $775,095 | $5,362,585 | 17 |
| Tammy Harralson | CONTROLLER/VP | 2009-2021 | $291,988 | $3,100,030 | 15 |
| Darrell Brooks | TREASURER | 2014-2021 | $233,051 | $1,565,944 | 10 |
| Kelli Uttech | SVP/GENERAL COUNSEL | 2018-2021 | $405,296 | $1,502,584 | 9 |
| Susan Davis | SECRETARY (END:2021) | 2009-2021 | $225,755 | $1,496,033 | 17 |
| Tiffany Jones | SECRETARY (BEGIN:2021) | 2021 | $102,605 | $102,605 | 9 |
| Larry Smith | DIRECTOR | 2009-2021 | $0 | $1,623 | 8 |
| Dr Terry Maness | DIRECTOR | 2009-2021 | $0 | $703 | 7 |
| Murray Watson (former) | President (End: 07/24/18) | 2009-2018 | $2,633,340 | $11,775,770 | 15 |
| Kelli Villarrial (former) | VP, Assoc. Gen. Counsel | 2009-2017 | $334,142 | $2,687,415 | 13 |
| David Horner (former) | FORMER EVP | 2009-2015 | $115,555 | $2,616,692 | 14 |
| Ellis Tredway (former) | FORMER EVP CHIEF OPERATIONS OFFIC | 2012-2015 | $521,637 | $2,008,654 | 14 |
| Janice White (former) | Assist. Secretary - end 07/17 | 2012-2017 | $251,853 | $1,249,642 | 6 |
| Daniel Reyna (former) | FORMER INTERNAL AUDIT DIRECTOR | 2009-2015 | $176,860 | $1,129,368 | 17 |
| Murray Watson Jr (former) | PRESIDENT/GEN COUNSEL | 2015 | $888,234 | $888,234 | 11 |
| James Mcinnis (former) | FORMER TREASURER | 2009-2015 | $120,122 | $853,859 | 13 |
| Thomas Little (former) | SR VICE PRESIDENT | 2013 | $377,328 | $377,328 | 2 |
| Suzanne Young (former) | Asset Mgmt VP (retired 1/2010) | 2009 | $154,457 | $154,457 | 10 |
| Wilton Lanning (former) | Vice Chairman | 2009-2017 | $0 | $861 | 14 |
| Dr Dennis Michaelis (former) | DIRECTOR | 2009-2013 | $0 | $814 | 6 |
| Paul Marable Jr (former) | DIRECTOR | 2009-2013 | $0 | $809 | 10 |
| David Smith Jr (former) | Chairman | 2009-2012 | $0 | $779 | 10 |
Officers and directors, no compensation reported
13 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Claude Ervin | DIRECTOR | 2014-2021 | 1 | $0 reported | 8 |
| Greta Watson | DIRECTOR | 2018-2021 | 1 | $0 reported | 6 |
| Steve Bostick | DIRECTOR | 2018-2021 | 1 | $0 reported | 3 |
| Brent Helm | DIRECTOR | 2014-2021 | 1 | $0 reported | 2 |
| Charles Reed | DIRECTOR | 2014-2021 | 1 | $0 reported | 2 |
| Sherrill Pogue | DIRECTOR (END:2021) | 2019-2021 | 1 | $0 reported | 2 |
| Mrs Joyce Packard (former) | DIRECTOR | 2009-2020 | 1 | $0 reported | 16 |
| Tony Wayland (former) | Director | 2009-2018 | 1 | $0 reported | 3 |
| Calvin Curtis Jones (former) | Director | 2009-2017 | 1 | $0 reported | 4 |
| Ray Rushing (former) | FORMER SECRETARY | 2009-2015 | 1 | $0 reported | 14 |
| Savid Smith Jr (former) | DIRECTOR | 2013 | 1 | $0 reported | 1 |
| Calude Ervin (former) | DIRECTOR | 2013 | 1 | $0 reported | 1 |
| Lindley Elliott (former) | Director (stepped down 6/2010) | 2009 | 1 | $0 reported | 9 |
People by year
2021 · 15 people listed · 7 paid, $2.7M · 0 employees · 8 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THOMAS BEN LITLE | PRESIDENT/CEO | 1 | $0 | $707,064 | $68,031 | $775,095 | 17 |
| RICKY TURMAN | EVP/COO/CFO | 1 | $0 | $593,678 | $71,273 | $664,951 | 19 |
| KELLI UTTECH | SVP/GENERAL COUNSEL | 1 | $0 | $341,729 | $63,567 | $405,296 | 9 |
| TAMMY HARRALSON | CONTROLLER/VP | 1 | $0 | $234,378 | $57,610 | $291,988 | 15 |
| DARRELL BROOKS | TREASURER | 1 | $0 | $186,941 | $46,110 | $233,051 | 10 |
| SUSAN DAVIS | SECRETARY (END:2021) | 1 | $0 | $205,523 | $20,232 | $225,755 | 17 |
| TIFFANY JONES | SECRETARY (BEGIN:2021) | 1 | $0 | $84,031 | $18,574 | $102,605 | 9 |
| STEVE BOSTICK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| CLAUDE ERVIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 8 |
| BRENT HELM | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DR TERRY MANESS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| SHERRILL POGUE | DIRECTOR (END:2021) | 1 | $0 | $0 | $0 | $0 | 2 |
| CHARLES REED | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| LARRY SMITH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 8 |
| GRETA WATSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
2020 · 15 people listed · 6 paid, $2.3M · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THOMAS BEN LITLE | President/CEO | 1 | $0 | $630,234 | $67,486 | $697,720 | 17 |
| RICKY TURMAN | EVP/COO/CFO | 1 | $0 | $576,269 | $70,564 | $646,833 | 19 |
| KELLi UTTECH | SVP/GENERAL COUNSEL | 1 | $0 | $324,004 | $62,677 | $386,681 | 9 |
| TAMMY HARRALSON | CONTROLLER/VP | 1 | $0 | $210,638 | $40,453 | $251,091 | 15 |
| DARRELL BROOKS | TREASURER | 1 | $0 | $172,811 | $43,664 | $216,475 | 10 |
| SUSAN DAVIS | SECRETARY | 1 | $0 | $96,534 | $28,681 | $125,215 | 17 |
| STEVE BOSTICK | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| CLAUDE ERVIN | Director | 1 | $0 | $0 | $0 | $0 | 8 |
| BRENT HELM | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| DR TERRY MANESS | Director | 1 | $0 | $0 | $0 | $0 | 7 |
| JOYCE PACKARD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 16 |
| SHERRILL POGUE | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| CHARLES REED | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| LARRY SMITH | Director | 1 | $0 | $0 | $0 | $0 | 8 |
| GRETA WATSON | Director | 1 | $0 | $0 | $0 | $0 | 6 |
2019 · 15 people listed · 6 paid, $2.3M · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Thomas Ben Litle | President/CEO | 1 | $0 | $663,422 | $66,167 | $729,589 | 17 |
| Ricky Turman | EVP/COO/CFO | 1 | $0 | $558,431 | $70,150 | $628,581 | 19 |
| Kelli Uttech | VP/General Counsel | 1 | $0 | $308,236 | $61,514 | $369,750 | 9 |
| Tammy Harralson | Controller/VP | 1 | $0 | $212,939 | $54,326 | $267,265 | 15 |
| Darrell Brooks | Treasurer | 1 | $0 | $161,313 | $41,293 | $202,606 | 10 |
| Susan Davis | Secretary | 1 | $0 | $93,561 | $29,386 | $122,947 | 17 |
| Steve Bostick | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| Claude Ervin | Director | 1 | $0 | $0 | $0 | $0 | 8 |
| Brent Helm | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Dr Terry Maness | Director | 1 | $0 | $0 | $0 | $0 | 7 |
| Joyce Packard | Chairman | 1 | $0 | $0 | $0 | $0 | 16 |
| Sherrill Pogue | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Charles Reed | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Larry Smith | Director | 1 | $0 | $0 | $0 | $0 | 8 |
| Greta Watson | Director | 1 | $0 | $0 | $0 | $0 | 6 |
2018 · 16 people listed · 7 paid, $4.5M · 0 employees · 8 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MURRAY WATSON | President (End: 07/24/18) | 1 | $0 | $2,570,113 | $63,227 | $2,633,340 | 15 |
| THOMAS BEN LITLE | President/CEO | 1 | $0 | $446,793 | $63,957 | $510,750 | 17 |
| RICKY TURMAN | EVP/COO/CFO | 1 | $0 | $425,756 | $74,547 | $500,303 | 19 |
| KELLI UTTECH | VP/GENERAL COUNSEL | 1 | $0 | $279,267 | $61,590 | $340,857 | 9 |
| TAMMY HARRALSON | Controller/VP | 1 | $0 | $201,472 | $47,571 | $249,043 | 15 |
| DARRELL BROOKS | TREASURER | 1 | $0 | $143,863 | $46,853 | $190,716 | 10 |
| SUSAN DAVIS | SECRETARY | 1 | $0 | $89,791 | $30,818 | $120,609 | 17 |
| CLAUDE ERVIN | Director | 1 | $0 | $0 | $0 | $0 | 8 |
| BRENT HELM | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| DR TERRY MANESS | Director | 1 | $0 | $0 | $0 | $0 | 7 |
| MRS JOYCE PACKARD | Chairman | 1 | $0 | $0 | $0 | $0 | 16 |
| CHARLES REED | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| LARRY SMITH | Director | 1 | $0 | $0 | $0 | $0 | 8 |
| TONY WAYLAND | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| Mrs Greta Watson | Director | 1 | $0 | $0 | $0 | $0 | 6 |
| Steve Bostick | Director | 1 | $0 | $0 | $0 | $0 | 3 |
2017 · 17 people listed · 8 paid, $3.2M · 0 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Murray Watson | President | 1 | $0 | $1,080,748 | $60,121 | $1,140,869 | 15 |
| Ricky Turman | EVP/CFO | 1 | $0 | $417,416 | $74,200 | $491,616 | 19 |
| Thomas Ben Litle | EVP/COO | 1 | $0 | $427,380 | $59,454 | $486,834 | 17 |
| Kelli Villarrial | VP, Assoc. Gen. Counsel | 1 | $0 | $282,995 | $51,147 | $334,142 | 13 |
| Janice White | Assist. Secretary - end 07/17 | 1 | $0 | $227,509 | $24,344 | $251,853 | 6 |
| Tammy Harralson | Controller/VP | 1 | $0 | $195,999 | $43,836 | $239,835 | 15 |
| Darrell Brooks | Treasurer | 1 | $0 | $143,765 | $44,561 | $188,326 | 10 |
| Susan Davis | Secretary | 1 | $0 | $86,403 | $26,568 | $112,971 | 17 |
| Claude Ervin | Director | 1 | $0 | $0 | $0 | $0 | 8 |
| Brent Helm | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Calvin Curtis Jones | Director | 1 | $0 | $0 | $0 | $0 | 4 |
| Wilton Lanning | Vice Chairman | 1 | $0 | $0 | $0 | $0 | 14 |
| Dr Terry Maness | Director | 1 | $0 | $0 | $0 | $0 | 7 |
| Mrs Joyce Packard | Chairman | 1 | $0 | $0 | $0 | $0 | 16 |
| Charles Reed | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Larry Smith | Director | 1 | $0 | $0 | $0 | $0 | 8 |
| Tony Wayland | Director | 1 | $0 | $0 | $0 | $0 | 3 |
2016 · 17 people listed · 8 paid, $3.0M · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MURRAY WATSON | PRESIDENT | 1 | $0 | $986,662 | $61,945 | $1,048,607 | 15 |
| THOMAS BEN LITLE | EVP/COO | 1 | $0 | $401,383 | $72,118 | $473,501 | 17 |
| RICKY TURMAN | EVP/CFO | 1 | $0 | $394,161 | $76,111 | $470,272 | 19 |
| KELLI VILLARRIAL | VP, ASSOC. GEN. COUNSEL | 1 | $0 | $261,592 | $54,365 | $315,957 | 13 |
| TAMMY HARRALSON | CONTROLLER/VP | 1 | $0 | $192,387 | $45,284 | $237,671 | 15 |
| JANICE WHITE | ASSISTANT SECRETARY | 1 | $0 | $155,426 | $38,010 | $193,436 | 6 |
| DARRELL BROOKS | TREASURER | 1 | $0 | $139,982 | $44,561 | $184,543 | 10 |
| SUSAN DAVIS | SECRETARY | 1 | $0 | $85,612 | $27,756 | $113,368 | 17 |
| CLAUDE ERVIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 8 |
| BRENT HELM | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| CALVIN CURTIS JONES | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| WILTON LANNING | VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 14 |
| DR TERRY MANESS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| MRS JOYCE PACKARD | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 16 |
| CHARLES REED | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| LARRY SMITH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 8 |
| TONY WAYLAND | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
2015 · 22 people listed · 12 paid, $3.6M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MURRAY WATSON JR | PRESIDENT/GEN COUNSEL | 1 | $0 | $849,956 | $38,278 | $888,234 | 11 |
| ELLIS TREDWAY | FORMER EVP CHIEF OPERATIONS OFFIC | 1 | $0 | $488,506 | $33,131 | $521,637 | 14 |
| RICKY TURMAN | EVP/CFO | 1 | $0 | $378,696 | $56,482 | $435,178 | 19 |
| THOMAS BEN LITLE | EVP/COO | 1 | $0 | $351,440 | $53,062 | $404,502 | 17 |
| KELLI VILLARRIAL | FORMER VP,ASSOC GEN COUNSE | 1 | $0 | $267,785 | $41,588 | $309,373 | 13 |
| TAMMY HARRALSON | CONTROLLER/VP | 1 | $0 | $183,130 | $29,696 | $212,826 | 15 |
| JANICE WHITE | ASST SECRETARY | 1 | $0 | $161,256 | $21,926 | $183,182 | 6 |
| DANIEL REYNA | FORMER INTERNAL AUDIT DIRECTOR | 1 | $0 | $153,218 | $23,642 | $176,860 | 17 |
| DARRELL BROOKS | TREASURER | 1 | $0 | $135,882 | $33,849 | $169,731 | 10 |
| JAMES MCINNIS | FORMER TREASURER | 1 | $0 | $102,327 | $17,795 | $120,122 | 13 |
| DAVID HORNER | FORMER EVP | 1 | $0 | $87,125 | $28,430 | $115,555 | 14 |
| SUSAN DAVIS | SECRETARY | 1 | $0 | $89,959 | $19,832 | $109,791 | 17 |
| MRS JOYCE PACKARD | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 16 |
| WILTON LANNING | VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 14 |
| CALVIN CURTIS JONES | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| TONY WAYLAND | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| CHARLES REED | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| LARRY SMITH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 8 |
| DR TERRY MANESS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| BRENT HELM | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| CLAUDE ERVIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 8 |
| RAY RUSHING | FORMER SECRETARY | 1 | $0 | $0 | $0 | $0 | 14 |
2014 · 22 people listed · 12 paid, $4.1M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MURRAY WATSON | PRESIDENT/GEN COUNSEL | 1 | $0 | $1,049,193 | $36,775 | $1,085,968 | 15 |
| THOMAS BEN LITLE | SR VICE PRESIDENT | 1 | $0 | $523,131 | $47,232 | $570,363 | 17 |
| ELLIS TREDWAY | EVP CHIEF OPERATIONS OFFICER | 1 | $0 | $468,566 | $48,483 | $517,049 | 14 |
| RICKY TURMAN | EVP/CFO | 1 | $0 | $447,329 | $55,565 | $502,894 | 19 |
| KELLI VILLARRIAL | FORMER VP,ASSOC GEN COUNSEL | 1 | $0 | $267,091 | $41,960 | $309,051 | 13 |
| TAMMY HARRALSON | CONTROLLER/VP | 1 | $0 | $190,153 | $32,938 | $223,091 | 15 |
| JANICE WHITE | ASST SECRETARY | 1 | $0 | $170,056 | $23,528 | $193,584 | 6 |
| DARRELL BROOKS | TREASURER | 1 | $0 | $144,377 | $36,119 | $180,496 | 10 |
| DANIEL REYNA | INTERNAL AUDIT DIRECTOR | 1 | $0 | $132,199 | $23,940 | $156,139 | 17 |
| DAVID HORNER | FORMER EVP | 1 | $0 | $118,599 | $31,726 | $150,325 | 14 |
| JAMES MCINNIS | TREASURER | 1 | $0 | $104,231 | $22,256 | $126,487 | 13 |
| SUSAN DAVIS | SECRETARY | 1 | $0 | $93,565 | $20,813 | $114,378 | 17 |
| MRS JOYCE PACKARD | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 16 |
| WILTON LANNING | VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 14 |
| CALVIN CURTIS JONES | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| TONY WAYLAND | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| CHARLES REED | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| LARRY SMITH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 8 |
| DR TERRY MANESS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| BRENT HELM | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| CLAUDE ERVIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 8 |
| RAY RUSHING | SECRETARY | 1 | $0 | $0 | $0 | $0 | 14 |
2013 · 22 people listed · 11 paid, $4.7M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MURRAY WATSON | PRESIDENT | 1 | $0 | $1,307,110 | $40,939 | $1,348,049 | 15 |
| RICKY TURMAN | EVP/CFO | 1 | $0 | $570,079 | $55,391 | $625,470 | 19 |
| ELLIS TREDWAY | EVP/COO | 1 | $0 | $572,862 | $48,331 | $621,193 | 14 |
| DAVID HORNER | FORMER EVP | 1 | $0 | $403,072 | $51,287 | $454,359 | 14 |
| THOMAS LITTLE | SR VICE PRESIDENT | 1 | $0 | $331,492 | $45,836 | $377,328 | 2 |
| KELLI VILLARRIAL | FORMER VP,ASSOC GEN COUNSEL | 1 | $0 | $287,038 | $40,638 | $327,676 | 13 |
| TAMMY HARRALSON | CONTROLLER/VP | 1 | $0 | $219,448 | $35,550 | $254,998 | 15 |
| JANICE WHITE | ASST SECRETARY | 1 | $0 | $205,335 | $28,416 | $233,751 | 6 |
| DANIEL REYNA | INTERNAL AUDIT DIRECTOR | 1 | $0 | $153,601 | $26,630 | $180,231 | 17 |
| JAMES MCINNIS | TREASURER | 1 | $0 | $112,269 | $23,321 | $135,590 | 13 |
| SUSAN DAVIS | ASST SECRETARY | 1 | $0 | $103,935 | $21,930 | $125,865 | 17 |
| MRS JOYCE PACKARD | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 16 |
| PAUL MARABLE JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 10 |
| CALVIN CURTIS JONES | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| SAVID SMITH JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TONY WAYLAND | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| WILTON LANNING | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 14 |
| LARRY SMITH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 8 |
| DR TERRY MANESS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| DR DENNIS MICHAELIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| CALUDE ERVIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RAY RUSHING | SECRETARY | 1 | $0 | $0 | $0 | $0 | 14 |
2012 · 21 people listed · 11 paid, $3.9M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Murray Watson | President | 1 | $0 | $1,099,551 | $33,270 | $1,132,821 | 15 |
| David Horner | EVP | 1 | $0 | $506,110 | $41,505 | $547,615 | 14 |
| Ricky Turman | EVP / CFO | 1 | $0 | $451,302 | $45,418 | $496,720 | 19 |
| Ellis Tredway | EVP, Chief Operations Officer | 1 | $0 | $309,850 | $38,925 | $348,775 | 14 |
| Thomas Litle | Senior Vice President | 1 | $0 | $278,512 | $30,756 | $309,268 | 17 |
| Kelli Villarrial | VP, Associate General Counsel | 1 | $0 | $264,781 | $31,265 | $296,046 | 13 |
| Tammy Harralson | Controller/VP | 1 | $0 | $191,285 | $28,505 | $219,790 | 15 |
| Janice White | Assistant Secretary | 1 | $0 | $173,703 | $20,133 | $193,836 | 6 |
| Daniel Reyna | Internal Audit Director | 1 | $0 | $135,617 | $20,396 | $156,013 | 17 |
| James McInnis | Treasurer | 1 | $0 | $100,445 | $19,370 | $119,815 | 13 |
| Susan Davis | Assistant Secretary | 1 | $0 | $71,168 | $16,233 | $87,401 | 17 |
| Paul Marable Jr | Director | 1 | $0 | $0 | $0 | $0 | 10 |
| Mrs Joyce Packard | Vice Chairman | 1 | $0 | $0 | $0 | $0 | 16 |
| Calvin Curtis Jones | Director | 1 | $0 | $0 | $0 | $0 | 4 |
| David Smith Jr | Chairman | 1 | $0 | $0 | $0 | $0 | 10 |
| Tony Wayland | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| Wilton Lanning | Director | 1 | $0 | $0 | $0 | $0 | 14 |
| Larry Smith | Director | 1 | $0 | $0 | $0 | $0 | 8 |
| Dr Terry Maness | Director | 1 | $0 | $0 | $0 | $0 | 7 |
| Dr Dennis Michaelis | Director | 1 | $0 | $0 | $0 | $0 | 6 |
| Ray Rushing | Secretary | 1 | $0 | $0 | $0 | $0 | 14 |
2011 · 19 people listed · 13 paid, $3.4M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Murray Watson | President | 1 | $0 | $1,183,043 | $32,770 | $1,215,813 | 15 |
| Ricky Turman | EVP / CFO | 1 | $0 | $493,810 | $43,883 | $537,693 | 19 |
| David Horner | EVP/Special Asst to President | 1 | $0 | $454,978 | $40,649 | $495,627 | 14 |
| Kelli Villarrial | Associate General Counsel | 1 | $0 | $270,736 | $30,872 | $301,608 | 13 |
| Thomas Litle | VP Legal Affairs/Inden Ovrsght | 1 | $0 | $239,578 | $28,098 | $267,676 | 17 |
| Tammy Harralson | Controller/VP | 1 | $0 | $202,037 | $31,284 | $233,321 | 15 |
| Daniel Reyna | Internal Audit Director | 1 | $0 | $142,909 | $17,620 | $160,529 | 17 |
| James McInnis | Treasurer | 1 | $0 | $101,285 | $17,820 | $119,105 | 13 |
| Susan Davis | Assistant Secretary | 1 | $0 | $73,656 | $14,026 | $87,682 | 17 |
| Wilton Lanning | Director | 1 | $0 | $861 | $0 | $861 | 14 |
| Larry Smith | Director | 1 | $0 | $814 | $0 | $814 | 8 |
| Dr Dennis Michaelis | Director | 1 | $0 | $814 | $0 | $814 | 6 |
| Dr Terry Maness | Director | 1 | $0 | $703 | $0 | $703 | 7 |
| Paul Marable Jr | Director | 1 | $0 | $0 | $0 | $0 | 10 |
| Mrs Joyce Packard | Vice Chairman | 1 | $0 | $0 | $0 | $0 | 16 |
| Calvin Curtis Jones | Director | 1 | $0 | $0 | $0 | $0 | 4 |
| David Smith Jr | Chairman | 1 | $0 | $0 | $0 | $0 | 10 |
| Tony Wayland | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| Ray Rushing | Secretary | 1 | $0 | $0 | $0 | $0 | 14 |
2010 · 19 people listed · 11 paid, $3.1M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Murray Watson | President | 1 | $0 | $1,064,568 | $53,391 | $1,117,959 | 15 |
| Ricky Turman | EVP / CFO | 1 | $0 | $467,391 | $36,687 | $504,078 | 19 |
| David Horner | EVP/SPECIAL ASST TO PRESIDENT | 1 | $0 | $405,839 | $49,726 | $455,565 | 14 |
| Kelli Villarrial | Associate General Counsel | 1 | $0 | $239,224 | $34,810 | $274,034 | 13 |
| Tammy Harralson | Controller/VP | 1 | $0 | $184,111 | $34,359 | $218,470 | 15 |
| Daniel Reyna | Internal Audit Director | 1 | $0 | $130,759 | $22,643 | $153,402 | 17 |
| Thomas Litle | VP LEGAL AFFAIRS/INDEN OVRSGHT | 1 | $0 | $128,577 | $8,710 | $137,287 | 17 |
| James McInnis | Treasurer | 1 | $0 | $98,957 | $21,740 | $120,697 | 13 |
| Susan Davis | Assistant Secretary | 1 | $0 | $63,378 | $14,820 | $78,198 | 17 |
| Paul Marable Jr | Director | 1 | $0 | $809 | $0 | $809 | 10 |
| Larry Smith | Director | 1 | $0 | $809 | $0 | $809 | 8 |
| Mrs Joyce Packard | Vice Chairman | 1 | $0 | $0 | $0 | $0 | 16 |
| Calvin Curtis Jones | Director | 1 | $0 | $0 | $0 | $0 | 4 |
| David Smith Jr | Chairman | 1 | $0 | $0 | $0 | $0 | 10 |
| Tony Wayland | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| Wilton Lanning | Director | 1 | $0 | $0 | $0 | $0 | 14 |
| Dr Terry Maness | Director | 1 | $0 | $0 | $0 | $0 | 7 |
| Dr Dennis Michaelis | Director | 1 | $0 | $0 | $0 | $0 | 6 |
| Ray Rushing | Secretary | 1 | $0 | $0 | $0 | $0 | 14 |
2009 · 20 people listed · 10 paid, $2.9M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Murray Watson | President | 1 | $0 | $1,022,410 | $29,934 | $1,052,344 | 15 |
| Ricky Turman | EVP / CFO | 1 | $0 | $465,169 | $29,441 | $494,610 | 19 |
| David Horner | EVP/Spc Asst to President | 1 | $0 | $350,219 | $47,427 | $397,646 | 14 |
| Kelli Villarrial | Associate General Counsel | 1 | $0 | $200,568 | $18,960 | $219,528 | 13 |
| Tammy Harralson | Controller/VP | 1 | $0 | $171,043 | $29,598 | $200,641 | 15 |
| Suzanne Young | Asset Mgmt VP (retired 1/2010) | 1 | $0 | $135,864 | $18,593 | $154,457 | 10 |
| Daniel Reyna | Internal Audit Director | 1 | $0 | $126,421 | $19,773 | $146,194 | 17 |
| James McInnis | Treasurer | 1 | $0 | $93,098 | $18,945 | $112,043 | 13 |
| Susan Davis | Assistant Secretary | 1 | $0 | $59,759 | $12,094 | $71,853 | 17 |
| David Smith Jr | Chairman | 1 | $0 | $779 | $0 | $779 | 10 |
| Lindley Elliott | Director (stepped down 6/2010) | 1 | $0 | $0 | $0 | $0 | 9 |
| Paul Marable Jr | Director | 1 | $0 | $0 | $0 | $0 | 10 |
| Mrs Joyce Packard | Vice Chairman | 1 | $0 | $0 | $0 | $0 | 16 |
| Calvin Curtis Jones | Director | 1 | $0 | $0 | $0 | $0 | 4 |
| Tony Wayland | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| Wilton Lanning | Director | 1 | $0 | $0 | $0 | $0 | 14 |
| Larry Smith | Director | 1 | $0 | $0 | $0 | $0 | 8 |
| Dr Terry Maness | Director | 1 | $0 | $0 | $0 | $0 | 7 |
| Dr Dennis Michaelis | Director | 1 | $0 | $0 | $0 | $0 | 6 |
| Ray Rushing | Secretary | 1 | $0 | $0 | $0 | $0 | 14 |
Highest-paid independent contractors
2021 · 1 contractor · Not reported
| Name | Location | Service | Paid |
|---|---|---|---|
| NONE | - |
2012 · 1 contractor · Not reported
| Name | Location | Service | Paid |
|---|---|---|---|
| None | - |
2010 · 1 contractor · $204K
| Name | Location | Service | Paid |
|---|---|---|---|
| Ernst Young LLP | DALLAS, TX | audit and tax fees | $203,637 |
2009 · 2 contractors · $453K
| Name | Location | Service | Paid |
|---|---|---|---|
| Squire Sanders Dempsey LLP | COLUMBUS, OH | legal | $242,600 |
| Sidley Austin LLP | CHICAGO, IL | legal | $210,500 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2021 · Form 990 | ||||||||
| $1,031,391,562 | $208,840 | $0 | $0 | $0 | $864,330 | $0 | 0 | 8 |
| 2020 · Form 990 | ||||||||
| $38,212,450 | $48,758,124 | $191,939,866 | -$1,017,722,572 | $0 | $37,932,325 | $0 | 0 | 9 |
| 2019 · Form 990 | ||||||||
| $28,860,136 | $68,874,137 | $862,372,254 | -$1,006,920,898 | $0 | $28,452,193 | $0 | 0 | 9 |
| 2018 · Form 990 | ||||||||
| $28,517,098 | $88,135,044 | $987,993,221 | -$966,649,897 | $0 | $28,022,060 | $0 | 0 | 8 |
| 2017 · Form 990 | ||||||||
| $52,828,209 | $89,055,757 | $1,145,280,447 | -$906,774,501 | $0 | $52,427,048 | $0 | 0 | 7 |
| 2016 · Form 990 | ||||||||
| $73,820,059 | $93,870,531 | $1,282,298,650 | -$870,289,453 | $0 | $73,491,293 | $0 | 0 | 9 |
| 2015 · Form 990 | ||||||||
| $39,156,400 | $98,833,748 | $1,418,819,488 | -$849,998,981 | $0 | $38,867,516 | $0 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $41,471,730 | $151,787,087 | $1,609,131,837 | -$790,321,631 | $0 | $41,195,689 | $0 | 0 | 0 |
| 2013 · Form 990 | ||||||||
| $47,396,014 | $129,425,701 | $1,853,542,104 | -$680,006,273 | $0 | $47,119,623 | $0 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $53,224,253 | $139,414,477 | $2,067,969,273 | -$597,976,586 | $0 | $52,946,262 | $0 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $60,541,613 | $158,907,166 | $2,297,667,484 | -$583,065,281 | $0 | $60,263,503 | $0 | 0 | 0 |
| 2010 · Form 990 | ||||||||
| $67,056,705 | $172,147,895 | $2,563,893,928 | -$460,655,000 | $0 | $66,777,686 | $0 | 0 | 0 |
| 2009 · Form 990 | ||||||||
| $74,759,189 | $185,952,042 | $2,828,394,155 | -$306,996,039 | $0 | $74,473,412 | $0 | 0 | 0 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- BRAZOS EDUCATION LOAN AUTHORITY INC Mcmurray, PA · 11 people in common (Brent Helm, Charles Reed, Claude Ervin) · related organization (Schedule R)
- Federated Student Finance Corporation Waco, TX · 11 people in common (Claude Ervin, Darrell Brooks, Greta Watson) · related organization (Schedule R)
- Bosque Higher Education Authority Inc Waco, TX · 10 people in common (Claude Ervin, Darrell Brooks, Dr Terry Maness) · related organization (Schedule R)
- BRAZOS HIGHER EDUCATION AUTHORITY INC Waco, TX · 9 people in common (Claude Ervin, Darrell Brooks, Kelli Uttech) · related organization (Schedule R)
- BRAZOS HIGHER EDUCATION SERVICE CORPORATION INC Waco, TX · 9 people in common (Darrell Brooks, Dr Terry Maness, Greta Watson) · related organization (Schedule R)
- BRAZOS EDUCATION LENDING CORPORATION Waco, TX · 8 people in common (Darrell Brooks, Dr Terry Maness, Kelli Uttech) · related organization (Schedule R)
- Brazos Student Finance Corporation Waco, TX · 7 people in common (Darrell Brooks, Kelli Uttech, Ricky Turman) · related organization (Schedule R)
- Brazos Education Funding Corporation Inc Waco, TX · 7 people in common (Darrell Brooks, Dr Terry Maness, Larry Smith)
- Trinity Higher Education Authority Inc Waco, TX · 6 people in common (Darrell Brooks, Larry Smith, Ricky Turman)
- Angelina Higher Education Authority Inc Waco, TX · 6 people in common (Claude Ervin, Dr Terry Maness, Ricky Turman)
- BRAZOS EDUCATION FINANCE CORPORATION Waco, TX · 6 people in common (Claude Ervin, Larry Smith, Ricky Turman)
- Brazos Education Foundation Inc Waco, TX · 5 people in common (Kelli Uttech, Ricky Turman, Susan Davis) · related organization (Schedule R)
- EDINVEST COMPANY Waco, TX · 5 people in common (Ricky Turman, Sherrill Pogue, Susan Davis)
- ACADEMIC FINANCE CORPORATION Waco, TX · 5 people in common (Larry Smith, Ricky Turman, Susan Davis) · related organization (Schedule R)
- EDUCATIONAL FUNDING SERVICES INC Waco, TX · 4 people in common (Ricky Turman, Susan Davis, Tammy Harralson)
- BRAZOS LOAN SERVICING INC Waco, TX · 3 people in common (Ricky Turman, Susan Davis, Thomas Litle)
- WACO SYMPHONY ASSOCIATION INC Waco, TX · 1 person in common (Greta Watson)
- UNITED WAY OF WACO-MCLENNAN COUNTY Waco, TX · 1 person in common (Ricky Turman)
- HISTORIC WACO FOUNDATION INC Waco, TX · 1 person in common (Greta Watson)
- GREATER WACO UNITED FUND FOUNDATION Waco, TX · 1 person in common (Ricky Turman)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | NY | B82 | $559,392,887 | $381,079,452 | EXEC VP DEVE | $398,962 | Same NTEE code B82, revenue within 2x |
| ANDREW W MELLON FOUNDATION | NY | B82 | $1,059,396,782 | $584,700,649 | PRESIDENT | $2,201,128 | Same NTEE code B82, revenue within 2x |
| UNITED STUDENT AID FUNDS INC | WI | B82 | $330,115,707 | $198,304,563 | Chair/Pres/CEO/Treas | $889,330 | Same NTEE code B82, revenue within 5x, similar mission |
| BUSINESS LEADERSHIP ORGANIZED FOR CATHOLIC SCHOOLS | PA | B82 | $213,597,549 | $100,723,260 | FORMER CHIEF EXECUTIVE OFFICER | $466,344 | Same NTEE code B82, revenue within 5x |
| SCHOLARSHIP AMERICA INC | MN | B82 | $259,854,510 | $254,926,933 | PRESIDENT AND CEO | $438,761 | Same NTEE code B82, revenue within 5x |
| HEALTH SCHOLARSHIPS INC | GA | B82 | $349,426,858 | $369,654,350 | DIRECTOR | $336,292 | Same NTEE code B82, revenue within 5x |
| CAPITAL ONE FOUNDATION INC | VA | B82 | $206,337,817 | $36,955,707 | PRESIDENT/DIRECTOR | $0 | Same NTEE code B82, revenue within 5x |
| TEXAS A & M UNIVERSITY 12TH MAN FOUNDATION | TX | B82 | $110,910,812 | $101,354,585 | PRESIDENT & CEO, EX-OFFICIO | $629,164 | Same NTEE code B82, revenue within 10x, same state |
| EDUCATION LOAN FINANCE INC | TN | B82 | $152,761,053 | $134,960,317 | PRESIDENT/CEO | $2,866,475 | Same NTEE code B82, revenue within 10x, similar name |
| MASSACHUSETTS HIGHER EDUCATION ASSISTANCE CORPORATION | MA | B82 | $153,640,929 | $114,855,624 | PRESIDENT/CEO/DIRECTOR | $581,339 | Same NTEE code B82, revenue within 10x |
| ASCENDIUM EDUCATION SOLUTIONS INC | WI | B82 | $186,045,000 | $196,689,891 | CHAIRMAN/TREASURER | $884,194 | Same NTEE code B82, revenue within 10x |
| EVANS SCHOLARS FOUNDATION | IL | B82 | $117,552,012 | $57,336,019 | PRESIDENT & CEO | $1,187,779 | Same NTEE code B82, revenue within 10x |
| UNITED NEGRO COLLEGE FUND INC | DC | B82 | $158,921,384 | $183,511,929 | PRESIDENT & CEO | $1,423,381 | Same NTEE code B82, revenue within 10x |
| THURGOOD MARSHALL COLLEGE FUND INC | DC | B82 | $116,286,465 | $77,629,106 | President & CEO | $767,106 | Same NTEE code B82, revenue within 10x |
| THE HAND FOUNDATION INCORPORATED | FL | B82 | $170,288,508 | $3,329,420 | Secretary/Treasurer | $119,187 | Same NTEE code B82, revenue within 10x |
| HISPANIC SCHOLARSHIP FUND | CA | B82 | $128,809,486 | $76,443,028 | PRESIDENT & CHIEF EXECUTIVE OFFICER | $753,310 | Same NTEE code B82, revenue within 10x |
| THE ANNENBERG FOUNDATION | PA | B82 | $123,118,621 | $309,925,589 | EXECUTIVE DIRECTOR/SECRETARY | $898,050 | Same NTEE code B82, revenue within 10x |
| ALFRED P SLOAN FOUNDATION | NY | B82 | $189,111,556 | $109,585,787 | CHIEF INVT. OFFICER | $1,412,977 | Same NTEE code B82, revenue within 10x |
| EWING MARION KAUFFMAN FOUNDATION | MO | B82 | $196,860,585 | $154,533,960 | CHIEF INVESTMENT OFF | $915,529 | Same NTEE code B82, revenue within 10x |
| DR M LEE PEARCE FOUNDATION INC | FL | B82 | $138,251,674 | $6,077,577 | CHAIR, PRES. & DIRECTOR | $21,500 | Same NTEE code B82, revenue within 10x |
| THE HAWKS FOUNDATION | NE | B82 | $108,454,520 | $35,541,242 | ED/TRUSTEE | $287,514 | Same NTEE code B82, revenue within 10x |
| RESSLER GERTZ FOUNDATION | CA | B82 | $187,572,521 | $24,722,833 | TRUSTEE | $0 | Same NTEE code B82, revenue within 10x |
| DRUCKENMILLER FOUNDATION | NY | B82 | $143,218,302 | $138,923,790 | TRUSTEE | $0 | Same NTEE code B82, revenue within 10x |
| JOHN S AND JAMES L KNIGHT FOUNDATION INC | FL | B82 | $139,912,312 | $239,590,667 | PRESIDENT & CEO | $955,027 | Same NTEE code B82, revenue within 10x |
| INDIAN PAINTBRUSH FOUNDATION | DC | B82 | $194,689,431 | $114,831,748 | CHAIRMAN/DIRECTOR/PRESIDENT | $0 | Same NTEE code B82, revenue within 10x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2021 · Form 990 · $208,840 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $40,552 | $40,552 | - | - | 19.4% | |
| Fees: management | $36,856 | $36,856 | - | - | 17.6% | |
| Fees: legal | $33,252 | $33,252 | - | - | 15.9% | |
| Other (as described) | ISSUER COST | $22,916 | $22,916 | - | - | 11.0% |
| Other (as described) | DEPT OF EDUCATION REBATE FEE | $19,217 | $19,217 | - | - | 9.2% |
| All other expenses | $18,330 | $18,330 | - | - | 8.8% | |
| Fees: accounting | $16,500 | $16,500 | - | - | 7.9% | |
| Other (as described) | Commitment Fees | $14,306 | $14,306 | - | - | 6.9% |
| Other (as described) | SERVICING EXPENSE | $6,911 | $6,911 | - | - | 3.3% |
| Total | $208,840 | 100% |
2020 · Form 990 · $48,758,124 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $38,647,638 | $38,647,638 | - | - | 79.3% | |
| Other (as described) | Dept of Education Rebate Fee | $6,340,536 | $6,340,536 | - | - | 13.0% |
| Other (as described) | Servicing Expense | $1,172,141 | $1,172,141 | - | - | 2.4% |
| Other (as described) | Commitment Fees | $1,109,419 | $1,109,419 | - | - | 2.3% |
| Fees: other services | $500,000 | $500,000 | - | - | 1.0% | |
| Fees: management | $476,532 | $476,532 | - | - | 1.0% | |
| Other (as described) | Issuer Cost | $275,000 | $275,000 | - | - | 0.6% |
| All other expenses | $116,514 | $116,514 | - | - | 0.2% | |
| Fees: accounting | $64,550 | $64,550 | - | - | 0.1% | |
| Fees: legal | $55,794 | $55,794 | - | - | 0.1% | |
| Total | $48,758,124 | 100% |
2019 · Form 990 · $68,874,137 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $58,191,591 | $58,191,591 | - | - | 84.5% | |
| Other (as described) | Dept of Education Rebate Fee | $7,117,217 | $7,117,217 | - | - | 10.3% |
| Other (as described) | Servicing Expense | $1,371,568 | $1,371,568 | - | - | 2.0% |
| Other (as described) | Commitment Fees | $1,190,771 | $1,190,771 | - | - | 1.7% |
| Fees: management | $544,387 | $544,387 | - | - | 0.8% | |
| Other (as described) | Issuer Cost | $275,000 | $275,000 | - | - | 0.4% |
| All other expenses | $117,223 | $117,223 | - | - | 0.2% | |
| Fees: accounting | $66,380 | $66,380 | - | - | 0.1% | |
| Total | $68,874,137 | 100% |
2018 · Form 990 · $88,135,044 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $76,306,555 | $76,306,555 | - | - | 86.6% | |
| Other (as described) | Dept of Education Rebate Fee | $7,924,140 | $7,924,140 | - | - | 9.0% |
| Other (as described) | Servicing Expense | $1,433,827 | $1,433,827 | - | - | 1.6% |
| Other (as described) | Commitment Fees | $1,367,982 | $1,367,982 | - | - | 1.6% |
| Fees: management | $628,359 | $628,359 | - | - | 0.7% | |
| Other (as described) | Issuer Cost | $275,000 | $275,000 | - | - | 0.3% |
| All other expenses | $133,731 | $133,731 | - | - | 0.2% | |
| Fees: accounting | $65,450 | $65,450 | - | - | 0.1% | |
| Total | $88,135,044 | 100% |
2017 · Form 990 · $89,055,757 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $75,741,963 | $75,741,963 | - | - | 85.1% | |
| Other (as described) | Dept of Education Rebate Fee | $8,765,430 | $8,765,430 | - | - | 9.8% |
| Other (as described) | Servicing Expense | $1,770,037 | $1,770,037 | - | - | 2.0% |
| Other (as described) | Commitment Fees | $1,568,161 | $1,568,161 | - | - | 1.8% |
| Fees: management | $719,668 | $719,668 | - | - | 0.8% | |
| Other (as described) | Issuer Cost | $275,000 | $275,000 | - | - | 0.3% |
| All other expenses | $153,098 | $153,098 | - | - | 0.2% | |
| Fees: accounting | $62,400 | $62,400 | - | - | 0.1% | |
| Total | $89,055,757 | 100% |
2016 · Form 990 · $93,870,531 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $78,967,391 | $78,967,391 | - | - | 84.1% | |
| Other (as described) | Dept of Education Rebate Fees | $9,691,095 | $9,691,095 | - | - | 10.3% |
| Other (as described) | Servicing Expense | $2,081,823 | $2,081,823 | - | - | 2.2% |
| Other (as described) | Commitment Fees | $1,793,755 | $1,793,755 | - | - | 1.9% |
| Fees: management | $817,932 | $817,932 | - | - | 0.9% | |
| Other (as described) | ISSUER EXPENSE | $275,000 | $275,000 | - | - | 0.3% |
| All other expenses | $174,788 | $174,788 | - | - | 0.2% | |
| Fees: accounting | $68,747 | $68,747 | - | - | 0.1% | |
| Total | $93,870,531 | 100% |
2015 · Form 990 · $98,833,748 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $81,177,460 | $81,177,460 | - | - | 82.1% | |
| Other (as described) | DEPT OF EDUCATION REBAT | $10,664,018 | $10,664,018 | - | - | 10.8% |
| Other (as described) | SERVICING EXPENSE | $2,351,409 | $2,351,409 | - | - | 2.4% |
| Other (as described) | COMMITMENT FEES | $2,046,785 | $2,046,785 | - | - | 2.1% |
| All other expenses | $1,403,552 | $1,403,552 | - | - | 1.4% | |
| Other (as described) | VALUATION/BAD DEBT EXPE | $1,120,965 | $1,120,965 | - | - | 1.1% |
| Fees: accounting | $69,559 | $69,559 | - | - | 0.1% | |
| Total | $98,833,748 | 100% |
2014 · Form 990 · $151,787,087 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $91,843,393 | $91,843,393 | - | - | 60.5% | |
| Other (as described) | VALUATION/BAD DEBT EXPE | $41,547,814 | $41,547,814 | - | - | 27.4% |
| Other (as described) | DEPT OF EDUCATION REBAT | $11,683,264 | $11,683,264 | - | - | 7.7% |
| Other (as described) | SERVICING EXPENSE | $2,783,439 | $2,783,439 | - | - | 1.8% |
| Other (as described) | COMMITMENT FEES | $2,314,182 | $2,314,182 | - | - | 1.5% |
| All other expenses | $1,546,845 | $1,546,845 | - | - | 1.0% | |
| Fees: accounting | $68,150 | $68,150 | - | - | 0.0% | |
| Total | $151,787,087 | 100% |
2013 · Form 990 · $129,425,701 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $103,006,837 | $103,006,837 | - | - | 79.6% | |
| Other (as described) | DEPT OF EDUCATION REBAT | $12,824,322 | $12,824,322 | - | - | 9.9% |
| Other (as described) | VALUATION/BAD DEBT EXPE | $5,940,748 | $5,940,748 | - | - | 4.6% |
| Other (as described) | SERVICING EXPENSE | $3,215,385 | $3,215,385 | - | - | 2.5% |
| Other (as described) | COMMITMENT FEES | $2,612,762 | $2,612,762 | - | - | 2.0% |
| All other expenses | $1,695,352 | $1,695,352 | - | - | 1.3% | |
| Fees: accounting | $130,295 | $130,295 | - | - | 0.1% | |
| Total | $129,425,701 | 100% |
2012 · Form 990 · $139,414,477 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $115,707,698 | $115,707,698 | - | - | 83.0% | |
| Other (as described) | Department of Education Rebate | $13,941,037 | $13,941,037 | - | - | 10.0% |
| Other (as described) | Servicing expense | $4,868,067 | $4,868,067 | - | - | 3.5% |
| Other (as described) | Commitment fees | $2,925,333 | $2,925,333 | - | - | 2.1% |
| Other (as described) | Operating expense | $1,296,262 | $1,296,262 | - | - | 0.9% |
| All other expenses | $560,048 | $560,048 | - | - | 0.4% | |
| Fees: accounting | $116,032 | $116,032 | - | - | 0.1% | |
| Total | $139,414,477 | 100% |
2011 · Form 990 · $158,907,166 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $133,258,762 | $133,258,762 | - | - | 83.9% | |
| Other (as described) | DEPT OF EDUCATION FEES | $15,366,539 | $15,366,539 | - | - | 9.7% |
| Other (as described) | Servicing expense | $4,706,393 | $4,706,393 | - | - | 3.0% |
| Other (as described) | Commitment fees | $3,354,257 | $3,354,257 | - | - | 2.1% |
| Other (as described) | Operating expense | $1,452,034 | $1,452,034 | - | - | 0.9% |
| All other expenses | $612,369 | $612,369 | - | - | 0.4% | |
| Fees: accounting | $122,550 | $122,550 | - | - | 0.1% | |
| Fees: legal | $34,262 | $34,262 | - | - | 0.0% | |
| Total | $158,907,166 | 100% |
2010 · Form 990 · $172,147,895 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $145,559,241 | $145,559,241 | - | - | 84.6% | |
| Other (as described) | DEPT OF EDUCATION FEES | $16,334,637 | $16,334,637 | - | - | 9.5% |
| Other (as described) | Servicing expense | $4,900,912 | $4,900,912 | - | - | 2.8% |
| Other (as described) | Commitment fees | $3,727,412 | $3,727,412 | - | - | 2.2% |
| Other (as described) | OPERATING EXPENSE | $770,944 | $770,944 | - | - | 0.4% |
| Other (as described) | Trustee fees | $355,508 | $355,508 | - | - | 0.2% |
| All other expenses | $259,997 | $259,997 | - | - | 0.2% | |
| Fees: accounting | $239,244 | $239,244 | - | - | 0.1% | |
| Total | $172,147,895 | 100% |
2009 · Form 990 · $185,952,042 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $158,284,551 | $158,284,551 | - | - | 85.1% | |
| Other (as described) | DEPT OF EDUC FEES | $17,220,965 | $17,220,965 | - | - | 9.3% |
| Other (as described) | SERVICING EXPENSE | $5,343,777 | $5,343,777 | - | - | 2.9% |
| Other (as described) | COMMITMENT FEES | $4,335,488 | $4,335,488 | - | - | 2.3% |
| Other (as described) | TRUSTEE FEES | $395,295 | $395,295 | - | - | 0.2% |
| Other (as described) | Issuer expense | $275,000 | $275,000 | - | - | 0.1% |
| Fees: legal | $67,900 | $67,900 | - | - | 0.0% | |
| Fees: accounting | $29,591 | $29,591 | - | - | 0.0% | |
| All other expenses | -$525 | -$525 | - | - | -0.0% | |
| Total | $185,952,042 | 100% |
Others with the same interests
NTEE code Scholarships, Student Financial Aid Services, Awards, TX first:
- HELEN F WYLIE FOUNDATION TX
- SMITH COLLEGE CLASS OF 1945 TX
- KIWANIS CLUB OF HOUSTON SUNRISE BREAKFAST OF TEXAS FOUNDATION TX
- WE BELIEVE IN YOU SCHOLARSHIP TX
- NASH FOUNDATION TX
- CENTRAL TEXAS SQUADRON EAA CHAPTER NO 1347 TX
- GOT2GIVE TX
- Sheriff's Memorial & Benevolent Society of Travis County TX
- THE FAULCONER SCHOLARSHIP PROGRAMS TX
- PILLARS STUDENT ASSISTANCE PROGRAM TX
In other datasets, the same topic (Education) in TX:
- Lobbying client: ABRAMS & COMPANY PUBLISHERS (Federal lobbying (LDA))
Interests: Scholarships, Student Financial Aid Services, Awards · Education
The area Census
County outline, the place (blue), the tract (orange) and the ZIP center (dot).
In Census Tract 29, McLennan County, Texas, place (city or town) Waco, TX, county McLennan County, TX, state Texas; placed by its ZIP code (county and tract) and city name (place). The tract is the tract holding most of the record's ZIP code (FURP does not geocode street addresses).
- THOMAS BEN LITLE was paid $775,095, 14.3 times the median household income in Waco, TX ($54,365), where 23.1% of residents live in poverty.
- Revenue of $1,031,391,562 is $7,184 per resident of Waco, TX (population 143,570).
- That revenue equals 35.19% of all household income in Waco, TX (53,906 households at the median $54,365, about $2,930,599,690).
| Measure | Census tract Census Tract 29, McLennan County, Texas | Place (city or town) Waco, TX | County McLennan County, TX | State Texas |
|---|---|---|---|---|
| Population B01003 | 4,588 | 143,570 | 266,067 | 30,188,424 |
| Population, 2020 census P1 | 4,471 | 138,486 | 260,579 | 29,145,505 |
| Median age B01002 | 40.4 | 29.7 | 34.0 | 35.6 |
| Under 18 B01001 | 24.3% | 22.8% | 24.0% | 25.0% |
| 65 and over B01001 | 21.6% | 13.4% | 15.3% | 13.4% |
| Households B11001 | 1,674 | 53,906 | 97,338 | 10,992,816 |
| Foreign born B05002 | 1.5% | 10.5% | 8.6% | 17.6% |
| Median household income B19013 | $101,125 | $54,365 | $66,643 | $78,476 |
| Median family income B19113 | $107,188 | $74,023 | $86,544 | $94,599 |
| Per capita income B19301 | $48,380 | $30,942 | $35,149 | $40,752 |
| Poverty rate B17001 | 5.0% | 23.1% | 16.6% | 13.8% |
| Unemployment rate B23025 | 3.6% | 4.6% | 4.5% | 5.3% |
| Civilian labor force B23025 | 2,216 | 70,885 | 131,587 | 15,233,563 |
| Mean commute (minutes) B08013 | 24.2 | 18.7 | 21.2 | 26.7 |
| Bachelor's degree or higher B15003 | 35.1% | 28.7% | 28.7% | 33.8% |
| Housing units B25001 | 1,792 | 61,163 | 108,454 | 12,128,515 |
| Owner-occupied B25003 | 89.5% | 49.4% | 61.8% | 62.6% |
| Renters B25003 | 10.5% | 50.6% | 38.2% | 37.4% |
| Median home value B25077 | $356,700 | $221,700 | $243,600 | $283,800 |
| Median gross rent B25064 | $1,201 | $1,165 | $1,173 | $1,403 |
| White, not Hispanic B03002 | 66.7% | 44.2% | 54.1% | 39.1% |
| Black B03002 | 7.9% | 19.3% | 13.5% | 11.9% |
| Hispanic or Latino B03002 | 16.7% | 30.6% | 27.0% | 39.7% |
| Asian B03002 | 0.7% | 2.1% | 1.7% | 5.5% |
| American Indian and Alaska Native B03002 | 0.6% | 0.2% | 0.1% | 0.1% |
Data: IPUMS NHGIS (ACS 2020-2024 and the 2020 census); each figure links to its table for that area at data.census.gov. Records are placed by ZIP code and city name, not street address. More: everything FURP has in Census Tract 29, McLennan County, Texas.
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