UNIVERSITY OF DALLAS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF DALLAS (EIN 75-0926755)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2025-04-14
- IRS object ID
- 202521049349300932
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-14T13:52:04+00:00 | ReturnTs |
| Tax Period End | 2024-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14221 Dallas Parkway Suite 400 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750926755 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Dallas | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 9727215000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1845 E Northgate Dr | AddressLine1Txt |
| City | Irving | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN SANFORD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9727215000 | PhoneNum |
| Signature | 2025-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeanette Verrelli | PreparerPersonNm |
| PTIN | P00742631 | PTIN |
| Phone | 9727028262 | PhoneNum |
| Preparation | 2025-04-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONATHAN SANFORD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1845 E Northgate Dr | AddressLine1Txt |
| City | Irving | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $113,251,938 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UDALLAS.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE UNIVERSITY OF DALLAS IS DEDICATED TO THE PURSUIT OF WISDOM, OF TRUTH, AND OF VIRTUE AS THE PROPER AND PRIMARY ENDS OF EDUCATION. THE UNIVERSITY SEEKS TO EDUCATE ITS STUDENTS SO THEY MAY DEVELOP THE INTELLECTUAL AND MORAL VIRTUES, PREPARE THEMSELVES FOR LIFE AND WORK IN A PROBLEMATIC AND CHANGING WORLD, AND BECOME LEADERS ABLE TO ACT RESPONSIBLY FOR THEIR OWN GOOD AND FOR THE GOOD OF THEIR FAMILY, COMMUNITY, COUNTRY, AND CHURCH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 38 | VotingMembersIndependentCnt |
| Total Employee | 1247 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | -$82,742 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,348,936 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,272,356 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $96,469,674 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $95,992,469 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,303,876 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,866,590 | CYInvestmentIncomeAmt |
| PY Other Revenue | $298,620 | PYOtherRevenueAmt |
| CY Other Revenue | $104,957 | CYOtherRevenueAmt |
| PY Total Revenue | $110,421,106 | PYTotalRevenueAmt |
| CY Total Revenue | $113,236,372 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $47,639,357 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $48,285,689 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $36,931,002 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $39,399,056 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $295,350 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $171,347 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,985,401 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,844,083 | PYOtherExpensesAmt |
| CY Other Expenses | $28,748,826 | CYOtherExpensesAmt |
| PY Total Expenses | $113,709,792 | PYTotalExpensesAmt |
| CY Total Expenses | $116,604,918 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,288,686 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,368,546 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $185,827,962 | TotalAssetsBOYAmt |
| Total Assets EOY | $192,913,850 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $34,620,564 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,731,782 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $151,207,398 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $157,182,068 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UNIVERSITY OF DALLAS IS DEDICATED TO THE PURSUIT OF WISDOM, OF TRUTH, AND OF VIRTUE AS THE PROPER AND PRIMARY ENDS OF EDUCATION. THE UNIVERSITY SEEKS TO EDUCATE ITS STUDENTS SO THEY MAY DEVELOP THE INTELLECTUAL AND MORAL VIRTUES, PREPARE THEMSELVES FOR LIFE AND WORK IN A PROBLEMATIC AND CHANGING WORLD, AND BECOME LEADERS ABLE TO ACT RESPONSIBLY FOR THEIR OWN GOOD AND FOR THE GOOD OF THEIR FAMILY, COMMUNITY, COUNTRY, AND CHURCH. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $75,553,425 | ExpenseAmt |
| Grant | $46,507,928 | GrantAmt |
| Revenue | $83,789,795 | RevenueAmt |
| Desc | THE CONSTANTIN COLLEGE OF LIBERAL ARTS SEEKS TO EDUCATE STUDENTS OF SERIOUSNESS, INTELLIGENCE AND SPIRIT IN ACCORDANCE WITH THE FUNDAMENTAL MISSION OF THE UNIVERSITY OF DALLAS - THE SPECIFIC MISSION OF THE CONSTANTIN COLLEGE IS TO PROVIDE UNDERGRADUATE EDUCATION THROUGH BACCALAUREATE DEGREE PROGRAMS WHICH INCLUDE A SUBSTANTIAL AND COHERENT CORE CURRICULUM COMMON TO ALL UNDERGRADUATES AND MAJOR STUDIES IN THE HUMANITIES AND SCIENCES PROPER TO LIBERAL LEARNING. THE CORE CURRICULUM EMPHASIZES THE STUDY OF THE GREAT DEEDS AND WORKS OF WESTERN CIVILIZATION, BOTH ANCIENT AND MODERN. THE MAJORS ARE BUILT UPON THE CORE AND INVITE STUDENTS TO DISCIPLINED INQUIRY INTO FUNDAMENTAL ASPECTS OF BEING AND OF OUR RELATION TO GOD, TO NATURE AND TO FELLOW HUMAN BEINGS. THE CURRICULUM AS A WHOLE SEEKS TO ENABLE STUDENTS TO ACHIEVE THE KNOWLEDGE OF NATURE AND THE UNDERSTANDING OF THE HUMAN CONDITION NECESSARY FOR THEM TO COMPREHEND THE FUNDAMENTAL CHARACTER OF THE WORLD IN WHICH THEY ARE CALLED TO LIVE AND WORK. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,054,784 | ExpenseAmt |
| Grant | $327,132 | GrantAmt |
| Revenue | $7,935,351 | RevenueAmt |
| Desc | THE SATISH & YASMIN GUPTA COLLEGE OF BUSINESS IS A PROFESSIONAL SCHOOL WHOSE PRIMARY PURPOSE IS TO PREPARE ITS STUDENTS TO BECOME COMPETENT AND RESPONSIBLE MANAGERS WHO ARE PRINCIPLED AND MORAL LEADERS. TO ACCOMPLISH THIS PURPOSE, WE SELECT AND RETAIN A DIVERSE AND TALENTED FACULTY AND STAFF. WE ENCOURAGE OUR FACULTY TO ENGAGE IN REAL WORLD PRACTICES THAT SUPPORT THEIR TEACHING AND RESEARCH AGENDAS. OUR FACULTY EMPHASIZE TEACHING AND LEARNING AND ENGAGE IN BASIC, APPLIED, AND PEDAGOGICAL RESEARCH. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,679,682 | ExpenseAmt |
| Grant | $1,449,974 | GrantAmt |
| Revenue | $3,432,673 | RevenueAmt |
| Desc | THE BRANIFF GRADUATE SCHOOL SEEKS TO ACCOMPLISH AT THE HIGHEST LEVEL THE UNIVERSITY'S COMMITMENT TO THE REVIVAL OF THE WESTERN HERITAGE OF LIBERAL EDUCATION, THE RECOVERY OF THE CHRISTIAN INTELLECTUAL TRADITION AND THE RENEWAL OF CATHOLIC THEOLOGY IN FIDELITY TO THE CHURCH AND IN CONSTRUCTIVE DIALOGUE WITH THE MODERN WORLD. ITS SPECIFIC PURPOSE IS TO OFFER SELECTED MASTER'S AND DOCTORAL PROGRAMS IN THE LIBERAL ARTS WHICH RECALL THESE DISCIPLINES TO THEIR FIRST PRINCIPLES AND WHICH WILL PREPARE STUDENTS FOR CAREERS IN A VARIETY OF FIELDS. THESE PROGRAMS SEEK TO ENABLE STUDENTS TO ACQUIRE THE KNOWLEDGE AND SKILLS NECESSARY FOR WORK IN PARTICULAR FIELDS AND TO UNDERSTAND THE PRINCIPLES OF LEARNING AND THE VIRTUES OF MIND AND HEART WHICH ARE CONSTITUTIVE OF EXCELLENCE IN THEIR LIFE'S WORK. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,189,990 | ExpenseAmt |
| Grant | $655 | GrantAmt |
| Revenue | $868,179 | RevenueAmt |
| Desc | OTHER PROGRAM EXPENSES: DURING THE FISCAL YEAR 2024, SEVERAL INSTITUTES WERE OPENED AT THE UNIVERSITY OF DALLAS UNDERNEATH THE UMBRELLA OF CENTERS AND INSTITUTES. THE PRIMARY PURPOSE OF THESE CENTERS AND INSTITUTES IS TO EXTEND THE UNIVERSITY OF DALLAS' CORE MISSION - THE PURSUIT OF WISDOM, OF TRUTH AND OF VIRTUE AND SHARE THE VISION OF THE UNIVERSITY WITH THE WORLD AT LARGE. THE INSTITUTES THAT COMPRISE THE CENTERS AND INSTITUTES ARE AS FOLLOWS: - ANN AND JOE O. NEUHOFF INSTITUTE FOR MINISTRY AND EVANGELIZATION - THE INSTITUTE OFFERS A WIDE RANGE OF CONTINUING EDUCATION PROGRAMS FOR ADULTS INTERESTED IN IN-DEPTH EXPLORATION OF THEIR FAITH AS WELL AS A DEACON FORMATION PROGRAM. - DONALD AND LOUISE COWAN CENTER - THE CENTER HOUSES, CONTEXTUALIZES AND PRESENTS TEXTS AND INFORMATION PERTAINING THE WRITINGS, THOUGHT AND TEACHINGS OF DONALD A. AND LOUISE COWAN. - SAINT AMBROSE CENTER - INCLUDES SPREADING THE PRINCIPLES AND PEDAGOGY OF CLASSICAL EDUCATION TO FORM EDUCATORS AND MASTER TEACHERS. WITHIN SAINT AMBROSE THERE IS THE CLASSICAL EDUCATION GRADUATE PROGRAM AND THE K-12 CURRICULUM AND PROFESSIONAL DEVELOPMENT PROJECT. THE CLASSICAL EDUCATION GRADUATE PROGRAM FORMS TEACHERS AND ADMINISTRATORS COMMITTED TO RECOVERING AND RENEWING THE CLASSICAL EDUCATION TRADITION. THE K-12 CURRICULUM AND PROFESSIONAL DEVELOPMENT PROJECT, SERVES TEACHERS, EDUCATIONAL LEADERS, PARENTS, SCHOOLS AND COMMUNITIES BY PARTNERING TOGETHER TO STRIVE FOR GREATER EXCELLENCE IN TEACHING AND LEARNING. - STUDIES IN CATHOLIC FAITH AND CULTURE - PROVIDES AN INTELLECTUAL FORMATION THAT ENCOMPASSES THE BREADTH AND DEPTH OF HUMAN CULTURE BY EXPLORING THE HISTORY, TRADITIONS AND WORKS THAT HAVE SHAPED THE CATHOLIC INHERITANCE, RESULTING IN A DEEPLY CHRISTIAN PORTRAIT OF THE HUMAN PERSON. - INSTITUTE FOR HOMILETICS - OFFERS AN ARRAY OF PREACHING IMPROVEMENT OPPORTUNITIES AND RESOURCES FOR CATHOLIC CLERGY. IN ADDITION, THERE ARE SEVERAL PARTNER CENTERS AND INSTITUTIONS. INCLUDED AS PARTNERS ARE THE ASSOCIATIONS OR CORE TEXTS AND COURSES, CENTER FOR CHRISTIANITY AND THE COMMON GOOD, CENTER FOR THOMAS MORE STUDIES, DALLAS FORUM ON LAW, POLITICS, AND CULTURE, DALLAS MEDIEVAL TEXTS AND TRANSLATIONS, DALLAS GOETHE CENTER, LEO XIII CENTER FOR PHILOSOPHY AND SOCIAL ISSUES AND THE NORTH TEXAS HEIDEGGER SYMPOSIUM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $10,189,990 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $655 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $868,179 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $94,477,881 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 235 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1247 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | IT | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 38 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBORAH ZIMMERMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9727215177 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1845 EAST NORTHGATE DR | AddressLine1Txt |
| City | IRVING | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75062 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (63 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| DANNY MILLIGAN | |||||||||
| NAB PRESIDENT END: 2/24 | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EDWARD BISHOP BURNS | |||||||||
| CHANCELLOR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GABE BARKLEY | |||||||||
| NAB PRESIDENT START: 2/24 | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN SANFORD | |||||||||
| PRESIDENT | 40.0 | 0.0 | Yes (X) | Yes (X) | $502,144 | $0 | $61,718 | ||
| MARY RITTER | |||||||||
| SECRETARY | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MIKE MAGUSIAK | |||||||||
| TREASURER | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RANDALL MUCK | |||||||||
| CHAIRMAN | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS NEALON | |||||||||
| VICE-CHAIRMAN | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALBERT ZAPANTA | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANNMARIE KELLY | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BRIDGETT WAGNER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CARY HYDEN | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES BAUMANN | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES LIMANDRI | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL BISHOP FLORES | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| EMMET FLOOD | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY BISHOP KELLY | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY HOELSCHER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| J BARRY CLARK | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEAN WHITE | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOE ARMES | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH NEUHOFF | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JULIE WEBER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LOUIS BROWN | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LOUIS GRABOWSKY | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARK BISHOP SEITZ | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARY DEVLIN CAPIZZI | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARY HASSON | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MEGAN SMITH | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| NATHANIEL TAN PARKER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| NICHOLAS SERAFY JR | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK HAGGERTY | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK STARK | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| REGINA UHL | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD HUSSEINI | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS ZELLERS | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TOM CRADDICK | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM KEFFLER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WIN BELL | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW ELLISON | |||||||||
| VP ENROLLMENT MANAGEMENT | 40.0 | 0.0 | Yes (X) | $61,680 | $0 | $4,183 | |||
| ASHTON ELLIS | |||||||||
| VP DEVELOPMENT AND UNIVERSITY RELATIONS START: 12/23 | 40.0 | 0.0 | Yes (X) | $20,000 | $0 | $0 | |||
| CLARE VENEGAS | |||||||||
| VP FOR MARKETING and COMMUNICATIONS | 40.0 | 0.0 | Yes (X) | $133,192 | $0 | $27,263 | |||
| HEATHER LACHENAUER | |||||||||
| VP BOARD and LEGAL GENERAL COUNSEL | 40.0 | 0.0 | Yes (X) | $262,343 | $0 | $43,185 | |||
| J LEE WHITTINGTON | |||||||||
| DEAN COLLEGE OF BUSINESS START: 8/23 | 40.0 | 0.0 | Yes (X) | $199,971 | $0 | $44,516 | |||
| JOHN PLOTTS | |||||||||
| EXECUTIVE VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $308,218 | $0 | $44,389 | |||
| KRIS MUNOZ-VETTER | |||||||||
| VP ADVANCEMENT END: 6/23 | 40.0 | 0.0 | Yes (X) | $204,357 | $0 | $22,927 | |||
| MARISA DARBY | |||||||||
| REGISTRAR END: 8/23 | 40.0 | 0.0 | Yes (X) | $58,561 | $0 | $1,494 | |||
| MATTHIAS VORWERK | |||||||||
| PROVOST | 40.0 | 0.0 | Yes (X) | $227,791 | $0 | $27,836 | |||
| PAULA BROWN | |||||||||
| REGISTRAR START: 9/23 | 40.0 | 0.0 | Yes (X) | $61,587 | $0 | $14,913 | |||
| PETER HATLIE | |||||||||
| VP/DEAN and DIRECTOR OF ROME CAMPUS END: 6/23 | 40.0 | 0.0 | Yes (X) | $291,917 | $0 | $28,748 | |||
| PHILIP HAROLD | |||||||||
| DEAN CONSTANTIN COLLEGE OF LIBERAL ARTS | 40.0 | 0.0 | Yes (X) | $158,010 | $0 | $47,189 | |||
| RICHARD DOUGHERTY | |||||||||
| DEAN BRANIFF GRADUATE SCHOOL | 40.0 | 0.0 | Yes (X) | $115,885 | $0 | $39,927 | |||
| ROBERT WATLING | |||||||||
| VP FINANCE AND ADMINISTRATION/CFO | 40.0 | 0.0 | Yes (X) | $287,082 | $0 | $22,176 | |||
| Ronnie Rombs | |||||||||
| Dean and Director of Rome Program Start: 7/23 | 40.0 | Yes (X) | $109,061 | $0 | $24,272 | ||||
| RYAN REEDY | |||||||||
| CHIEF OF STAFF | 40.0 | 0.0 | Yes (X) | $161,062 | $0 | $17,505 | |||
| SUSAN RHAME | |||||||||
| INTERIM DEAN COLLEGE OF BUSINESS END: 8/23 | 40.0 | 0.0 | Yes (X) | $157,758 | $0 | $15,017 | |||
| GREG BELL | |||||||||
| ASSOCIATE DEAN, COLLEGE OF BUSINESS | 40.0 | 0.0 | $191,179 | $0 | $11,752 | Yes (X) | |||
| RENITA MURIMI | |||||||||
| ASSOCIATE PROFESSOR, CYBERSECURITY, COB | 40.0 | 0.0 | $154,632 | $0 | $9,788 | Yes (X) | |||
| ROBERT DUPREE | |||||||||
| PROFESSOR, ENGLISH, CONSTANTIN COLLEGE | 40.0 | 0.0 | $167,577 | $0 | $9,439 | Yes (X) | |||
| SCOTT WYSONG | |||||||||
| ASSOCIATE PROFESSOR, MARKETING, COB | 40.0 | 0.0 | $164,126 | $0 | $33,534 | Yes (X) | |||
| YIWEN JENNY GU | |||||||||
| ASSOCIATE PROFESSOR, FINANCE, COB INSTR. OPERATIONS | 40.0 | 0.0 | $151,256 | $0 | $20,911 | Yes (X) | |||
| BRETT LANDRY | |||||||||
| PROFESSOR, CYBERSECURITY, COB | 40.0 | $180,302 | $0 | $15,791 | Yes (X) | ||||
| BRIAN MURRAY | |||||||||
| ASSOCIATE PROFESSOR, MANAGEMENT, COB | 10.0 | $165,836 | $0 | $20,298 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,495,527 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $608,771 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 57 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARAMARK COPORATION | |||||
| 27310 NETWORK PL | CHICAGO | IL | 606731273 | FOOD SERVICES | $4,439,863 |
| HES FACILITY SERVICES LLC | |||||
| PO BOX 95596 | CHICAGO | IL | 606945596 | FACILITIES SERVICES | $2,248,254 |
| EAB GLOBAL INC | |||||
| PO BOX 603519 | CHARLOTTE | NC | 282603519 | STUDENT MARKETING | $1,281,315 |
| WFF FACILITY SERVICES LLC | |||||
| PO BOX 95596 | CHICAGO | IL | 606945596 | FACILITIES SERVICES | $775,251 |
| ELLUCIAN COMPANY LP | |||||
| 62578 COLLECTION CENTER DR | CHICAGO | IL | 606930625 | BANNER HOSTING | $560,508 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,161,004 | GovernmentGrantsAmt |
| All Other Contributions | $8,111,352 | AllOtherContributionsAmt |
| Noncash Contributions | $35,623 | NoncashContributionsAmt |
| Total Contributions | $10,272,356 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $82,688,574 | $82,688,574 |
| AUXILIARY ACTIVITIES | 611710 | $12,509,430 | $12,509,430 |
| STUDENT LIFE | 611710 | $432,461 | $432,461 |
| OTHER PROGRAM REVENUE | 611710 | $362,004 | $362,004 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $95,992,469 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,346,569 | TotalRevenueColumnAmt |
| Exclusion | $2,346,569 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,924 | TotalRevenueColumnAmt |
| Exclusion | $95,924 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $59,925 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $15,566 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $44,359 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,359 | TotalRevenueColumnAmt |
| Exclusion | $44,359 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,520,021 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,520,021 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,520,021 | TotalRevenueColumnAmt |
| Exclusion | $4,520,021 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| REBATES | 541800 | $33,529 | $33,529 | ||
| PERKINS FEES | 522291 | $13,887 | $13,887 | ||
| WINE SALES | 722410 | $5,324 | $5,324 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$88,066 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$88,066 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$35,326 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,236,372 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $96,025,998 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$82,742 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,020,760 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,880 | TotalAmt |
| Program Services | $65,880 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,219,809 | TotalAmt |
| Program Services | $48,219,809 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,743,044 | TotalAmt |
| Program Services | $1,726,657 | ProgramServicesAmt |
| Management And General | $1,419,095 | ManagementAndGeneralAmt |
| Fundraising | $597,292 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362,455 | TotalAmt |
| Program Services | $362,455 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,028,766 | TotalAmt |
| Program Services | $21,491,821 | ProgramServicesAmt |
| Management And General | $4,342,630 | ManagementAndGeneralAmt |
| Fundraising | $1,194,315 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,156,082 | TotalAmt |
| Program Services | $905,376 | ProgramServicesAmt |
| Management And General | $180,124 | ManagementAndGeneralAmt |
| Fundraising | $70,582 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,077,525 | TotalAmt |
| Program Services | $4,171,201 | ProgramServicesAmt |
| Management And General | $678,798 | ManagementAndGeneralAmt |
| Fundraising | $227,526 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,031,184 | TotalAmt |
| Program Services | $1,537,204 | ProgramServicesAmt |
| Management And General | $374,197 | ManagementAndGeneralAmt |
| Fundraising | $119,783 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $465,937 | TotalAmt |
| Program Services | $34,081 | ProgramServicesAmt |
| Management And General | $431,856 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,706 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $150,706 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,347 | TotalAmt |
| Fundraising | $171,347 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,274 | TotalAmt |
| Management And General | $395,274 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,842,446 | TotalAmt |
| Program Services | $6,251,897 | ProgramServicesAmt |
| Management And General | $4,510,542 | ManagementAndGeneralAmt |
| Fundraising | $80,007 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $546,644 | TotalAmt |
| Program Services | $83,686 | ProgramServicesAmt |
| Management And General | $441,349 | ManagementAndGeneralAmt |
| Fundraising | $21,609 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,820,849 | TotalAmt |
| Program Services | $1,884,599 | ProgramServicesAmt |
| Management And General | $850,713 | ManagementAndGeneralAmt |
| Fundraising | $85,537 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,795,028 | TotalAmt |
| Program Services | $424,268 | ProgramServicesAmt |
| Management And General | $1,246,923 | ManagementAndGeneralAmt |
| Fundraising | $123,837 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,536,903 | TotalAmt |
| Program Services | $158,569 | ProgramServicesAmt |
| Management And General | $1,378,334 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,631,001 | TotalAmt |
| Program Services | $1,541,146 | ProgramServicesAmt |
| Management And General | $43,887 | ManagementAndGeneralAmt |
| Fundraising | $45,968 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,201,998 | TotalAmt |
| Program Services | $823,442 | ProgramServicesAmt |
| Management And General | $175,940 | ManagementAndGeneralAmt |
| Fundraising | $202,616 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,025,073 | TotalAmt |
| Management And General | $1,023,650 | ManagementAndGeneralAmt |
| Fundraising | $1,423 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,383,244 | TotalAmt |
| Program Services | $3,510,049 | ProgramServicesAmt |
| Management And General | $841,680 | ManagementAndGeneralAmt |
| Fundraising | $31,515 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,118,410 | TotalAmt |
| Program Services | $900,466 | ProgramServicesAmt |
| Management And General | $210,102 | ManagementAndGeneralAmt |
| Fundraising | $7,842 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | $318,689 | $218,097 | $96,390 | $4,202 |
| BAD DEBT | $172,639 | $7,768 | $164,871 | $0 |
| PERKINS REIMBURSEMENTS | $62,135 | $0 | $62,135 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,850 | TotalAmt |
| Program Services | $159,410 | ProgramServicesAmt |
| Management And General | $122,440 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,604,918 | TotalAmt |
| Program Services | $94,477,881 | ProgramServicesAmt |
| Management And General | $19,141,636 | ManagementAndGeneralAmt |
| Fundraising | $2,985,401 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,482 | BOYAmt |
| EOY | $27,442 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,710,044 | BOYAmt |
| EOY | $11,623,245 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,338,192 | BOYAmt |
| EOY | $3,710,276 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,882,730 | BOYAmt |
| EOY | $3,095,487 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,597,796 | BOYAmt |
| EOY | $2,162,106 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $158,386,164 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $94,027,387 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,860,638 | BOYAmt |
| EOY | $64,358,777 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,188,448 | BOYAmt |
| EOY | $89,664,852 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,186,665 | BOYAmt |
| EOY | $17,401,772 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,009,969 | BOYAmt |
| EOY | $713,057 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,998 | BOYAmt |
| EOY | $156,836 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,827,962 | BOYAmt |
| EOY | $192,913,850 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,103,059 | BOYAmt |
| EOY | $6,295,607 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,378,908 | BOYAmt |
| EOY | $6,016,722 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $21,675,000 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,308,587 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,830,010 | BOYAmt |
| EOY | $1,744,453 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,620,564 | BOYAmt |
| EOY | $35,731,782 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,703,398 | BOYAmt |
| EOY | $85,200,068 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,504,000 | BOYAmt |
| EOY | $71,982,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,207,398 | BOYAmt |
| EOY | $157,182,068 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,827,962 | BOYAmt |
| EOY | $192,913,850 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,368,546 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,255,150 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $88,066 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,430,686 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,984,949 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,424,722 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,348,936 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,272,356 | CurrentTaxYearAmt |
| Total | $55,461,649 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,430,686 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,984,949 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,424,722 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,348,936 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,272,356 | CurrentTaxYearAmt |
| Total | $55,461,649 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,694,202 | SubstantialContributorsTotAmt |
| Public Support Total170 | $53,767,447 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,974,317 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,265,314 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,790,665 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,383,359 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,502,418 | CurrentTaxYearAmt |
| Total | $9,916,073 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $5,613 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,015 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,994 | CurrentTaxYearMinus1YearAmt |
| Total | $55,622 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,374 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,655 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,391 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,263 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,887 | CurrentTaxYearAmt |
| Total | $106,570 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $65,539,914 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $467,862,062 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.8204 | PublicSupportCY170Pct |
| Public Support PY170 | 0.8414 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - PERKIN FEES, COLUMN A - 37762.0, COLUMN B - 20655.0, COLUMN C - 9391.0, COLUMN D - 20263.0, COLUMN E - 13887.0, COLUMN F - 101958.0; DESCRIPTION - GROSS FUNDRAISING INCOME, COLUMN A - 4612.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 4612.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $90,218,871 | BeginningYearBalanceAmt |
| Contributions | $1,093,945 | ContributionsAmt |
| Investment Earnings Or Losses | $14,610,102 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $719,702 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,161,447 | OtherExpendituresAmt |
| Administrative Expenses | $447,286 | AdministrativeExpensesAmt |
| End Year Balance | $100,594,483 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $92,418,932 | BeginningYearBalanceAmt |
| Contributions | $3,459,162 | ContributionsAmt |
| Investment Earnings Or Losses | -$397,960 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $634,539 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,199,453 | OtherExpendituresAmt |
| Administrative Expenses | $427,271 | AdministrativeExpensesAmt |
| End Year Balance | $90,218,871 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $98,447,533 | BeginningYearBalanceAmt |
| Contributions | $2,093,053 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,017,061 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $647,437 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,929,168 | OtherExpendituresAmt |
| Administrative Expenses | $527,988 | AdministrativeExpensesAmt |
| End Year Balance | $92,418,932 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,868,752 | BeginningYearBalanceAmt |
| Contributions | $2,569,357 | ContributionsAmt |
| Investment Earnings Or Losses | $25,575,950 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $538,320 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,509,261 | OtherExpendituresAmt |
| Administrative Expenses | $518,945 | AdministrativeExpensesAmt |
| End Year Balance | $98,447,533 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,080,561 | BeginningYearBalanceAmt |
| Contributions | $1,233,864 | ContributionsAmt |
| Investment Earnings Or Losses | $3,736,342 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $475,107 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,277,332 | OtherExpendituresAmt |
| Administrative Expenses | $429,576 | AdministrativeExpensesAmt |
| End Year Balance | $74,868,752 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.3718 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.6282 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,844,225 | OtherCostOrOtherBasisAmt |
| Book Value | $4,844,225 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $113,868,689 | OtherCostOrOtherBasisAmt |
| Depreciation | $64,798,828 | DepreciationAmt |
| Book Value | $49,069,861 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,070,341 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,907,391 | DepreciationAmt |
| Book Value | $6,162,950 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,476,624 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,256,853 | DepreciationAmt |
| Book Value | $1,219,771 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,126,285 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,064,315 | DepreciationAmt |
| Book Value | $3,061,970 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $64,358,777 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FUNDS HELD IN TRUST | $7,047 | F |
| INVESTMENTS - OTHER SECURITIES | $17,259,248 | F |
| Donor Bonds | $135,477 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $17,401,772 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE STUDENT DEPOSITS | $588,602 |
| US GOVT REFUNDABLE ADVANCES | $1,001,347 |
| LEASE LIABILITIES | $154,504 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,744,453 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $74,120,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $9,255,150 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$48,081,364 | OtherRevenueAmt |
| Revenue Not Reported | -$38,826,214 | RevenueNotReportedAmt |
| Revenue Subtotal | $112,946,214 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $395,274 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$105,116 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $290,158 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $113,236,372 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $68,144,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $15,720 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $15,720 | ExpensesNotReportedAmt |
| Expenses Subtotal | $68,128,280 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $395,274 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $48,081,364 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $48,476,638 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $116,604,918 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS: THE INTENDED USE OF THE UNIVERSITY'S ENDOWMENT FUNDS IS TO SUPPORT THE INSTITUTION'S LONG-TERM MISSION BY PROVIDING THE FINANCIAL STRENGTH NECESSARY TO CARRY OUT THE MISSION'S OPERATIONS. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | Liability for Uncertain Tax Positions: The University is recognized as exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code (IRC). The University may be subject to federal and state income taxes on any net income from unrelated business activities. The University files a Form 990 (Return of University Exempt from Income Tax) annually and unrelated business income tax Form 990-T, as appropriate. Management has evaluated their material tax positions, which include such matters as the tax-exempt status of each entity and various positions relative to potential sources of unrelated business income tax (UBIT). As of May 31, 2024, and 2023, there were no uncertain tax positions that had not been recognized as a liability. Forms 990 and 990-T filed by the University are no longer subject to examination by the Internal Revenue Service for the fiscal years ended May 31, 2020, and prior. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | SCHOLARSHIPS - -48081364 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | PASS THROUGH INCOME FROM K-1 - -88066 DIRECT RENT EXPENSES - -15566 OTHER RECONCILING DIFFERENCE - -1484 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | DIRECT RENT EXPENSES - 15566 OTHER RECONCILING DIFFERENCE - 154 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | SCHOLARSHIPS - 48081364 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | PURSUANT TO REV. PROC. 75-50, THE UNIVERSITY IS NOT REQUIRED TO USE THE NEWSPAPER. HOWEVER, THE NONDISCRIMINATORY POLICY IS PUBLISHED ON ITS WEBSITE WHICH WE VIEW AS A BROADCAST MEDIA THAT SERVES THE GENERAL PUBLIC. IN ADDITION, THE POLICY IS PROMOTED DURING STUDENT SOLICITATION TRIPS BY THE OFFICE OF ADMISSIONS WHEN THE SUBJECT IS RAISED. FINALLY, THE GENERAL PUBLIC IS AWARE OF THE UNIVERSITY'S RACIAL NONDISCRIMINATION POLICY BECAUSE OF THE UNIVERSITY'S CLOSE ASSOCIATION WITH THE DIOCESE OF DALLAS. DATA IS AVAILABLE UPON REQUEST. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | THE UNIVERSITY RECEIVED ASSISTANCE FOR STUDENT FINANCIAL AID FROM THE US DEPARTMENT OF EDUCATION IN THE FORM OF: SUBSIDIZED AND UNSUBSIDIZED DIRECT LOANS, PARENTS AND GRADUATE PLUS LOANS, COLLEGE WORK STUDY, ADDITIONAL ASSISTANCE WAS RECEIVED FROM THE TEXAS HIGHER EDUCATION COORDINATION BOARD IN THE FORM OF TEXAS EQUALIZATION GRANTS AND COLLEGE ACCESS LOANS. TSBPA SCHOLARSHIPS ARE PROVIDED FOR THE FIFTH YEAR ACCOUNTING STUDENTS NEEDING FINANCIAL ASSISTANCE. |
| Schedule E, Part I, Line 2 STATEMENT OF RACIALLY NONDISCRIMINATORY POLICY | THE UNIVERSITY IS RACIALLY NONDISCRIMINATORY TOWARD ALL STUDENTS IN ACCORDANCE WITH ITS MISSION AND CORE PRINCIPLES. THE POLICY IS POSTED ON KEY RECRUITING PIECES SUCH AS THE VIEW BOOK, THE WEBSITE, THE STUDENT HANDBOOK, THE UNIVERSITY CATALOG AS WELL AS THE COMMON APPLICATION AND APPLY TEXAS PROGRAM. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 1 | 33 | Program Services | ROME CAMPUS | $2,304,586 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Unrelated Business Activities | $9,608 | |
| Central America and the Caribbean | 0 | 0 | Investments | $4,714,633 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 33 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 33 | TotalEmployeeCnt |
| Subtotal Spent | $7,028,827 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $7,028,827 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN PHILANTHROPIC | ||||||||
| 119 N HIGH STREET | WEST CHESTER | PA | 19380 | DIRECT MAIL CONSULTING | false | $4,823 | $138,847 | -$134,024 |
| THE GIVING CROWD | ||||||||
| 15707C COIT RD | DALLAS | TX | 75248 | CONSULTING | false | $0 | $32,500 | -$32,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $4,823 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $171,347 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$166,524 | TotalNetToOrganizationAmt |
| Licensed States | TX | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CHURCH OF THE INCARNATION | ||||||||
| 1750 NORTHGATE DR | IRVING | TX | 75062 | 756248067 | 501(c)(3) | $41,013 | GENERAL COMMUNITY SUPPORT | |
| IN MY SHOES | ||||||||
| 12222 MERIT DR | DALLAS | TX | 75251 | 463543853 | 501(c)(3) | $14,400 | GENERAL COMMUNITY SUPPORT | SUITE 1900 |
| A WOMAN'S HAVEN | ||||||||
| PO BOX 591985 | SAN ANTONIO | TX | 78259 | 237311015 | 501(c)(3) | $10,467 | GENERAL COMMUNITY SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIP - UD AWARDS | 3406 | $46,529,809 |
| SCHOLARSHIP - TEG GRANTS | 363 | $1,512,800 |
| SCHOLARSHIP - NATIONAL MERIT | 9 | $18,000 |
| SCHOLARSHIP - S EOG GRANT | 103 | $159,200 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | ALL GRANT FUNDS ARE DETERMINED AND AWARDED BY THE OFFICE OF ENROLLMENT MANAGEMENT AND STUDENT FINANCIAL AID CONSISTENT WITH THE UNIVERSITY'S POLICIES AS WELL AS FEDERAL AND STATE GUIDELINES. GRANTEES MUST MAINTAIN PREDETERMINED ACADEMIC LEVELS IN ORDER TO QUALIFY FOR SUBSEQUENT GRANTS. THE UNIVERSITY OFTEN RECEIVES CONTRIBUTIONS FROM THE PUBLIC WITH THE INTENT TO BE GIVEN TO THE CHURCH. THE UNIVERSITY DOES NOT MONITOR THE USE OF ANY ASSISTANCE GIVEN DUE TO THE NATURE OF THE DONATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JONATHAN SANFORD | ||||||||||||||
| PRESIDENT | $400,926 | $0 | $0 | $0 | $101,218 | $0 | $28,626 | $0 | $33,092 | $0 | $563,862 | $0 | $0 | $0 |
| BRIAN MURRAY | ||||||||||||||
| ASSOCIATE PROFESSOR, MANAGEMENT, COB | $165,598 | $0 | $0 | $0 | $238 | $0 | $11,353 | $0 | $8,945 | $0 | $186,134 | $0 | $0 | $0 |
| BRETT LANDRY | ||||||||||||||
| PROFESSOR, CYBERSECURITY, COB | $161,574 | $0 | $0 | $0 | $18,728 | $0 | $10,855 | $0 | $4,936 | $0 | $196,093 | $0 | $0 | $0 |
| MATTHIAS VORWERK | ||||||||||||||
| PROVOST | $227,533 | $0 | $0 | $0 | $258 | $0 | $16,176 | $0 | $11,660 | $0 | $255,627 | $0 | $0 | $0 |
| JOHN PLOTTS | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $297,102 | $0 | $10,000 | $0 | $1,116 | $0 | $21,399 | $0 | $22,990 | $0 | $352,607 | $0 | $0 | $0 |
| HEATHER LACHENAUER | ||||||||||||||
| VP BOARD and LEGAL GENERAL COUNSEL | $262,253 | $0 | $0 | $0 | $90 | $0 | $18,722 | $0 | $24,463 | $0 | $305,528 | $0 | $0 | $0 |
| ROBERT WATLING | ||||||||||||||
| VP FINANCE AND ADMINISTRATION/CFO | $286,992 | $0 | $0 | $0 | $90 | $0 | $20,150 | $0 | $2,026 | $0 | $309,258 | $0 | $0 | $0 |
| RYAN REEDY | ||||||||||||||
| CHIEF OF STAFF | $161,002 | $0 | $0 | $0 | $60 | $0 | $11,776 | $0 | $5,729 | $0 | $178,567 | $0 | $0 | $0 |
| PETER HATLIE | ||||||||||||||
| VP/DEAN and DIRECTOR OF ROME CAMPUS END: 6/23 | $122,568 | $0 | $0 | $0 | $169,349 | $0 | $6,809 | $0 | $21,939 | $0 | $320,665 | $0 | $0 | $0 |
| KRIS MUNOZ-VETTER | ||||||||||||||
| VP ADVANCEMENT END: 6/23 | $87,974 | $0 | $0 | $0 | $116,383 | $0 | $6,435 | $0 | $16,492 | $0 | $227,284 | $0 | $0 | $0 |
| CLARE VENEGAS | ||||||||||||||
| VP FOR MARKETING and COMMUNICATIONS | $133,102 | $0 | $0 | $0 | $90 | $0 | $9,565 | $0 | $17,698 | $0 | $160,455 | $0 | $0 | $0 |
| SUSAN RHAME | ||||||||||||||
| INTERIM DEAN COLLEGE OF BUSINESS END: 8/23 | $148,680 | $0 | $0 | $0 | $9,078 | $0 | $10,786 | $0 | $4,231 | $0 | $172,775 | $0 | $0 | $0 |
| J LEE WHITTINGTON | ||||||||||||||
| DEAN COLLEGE OF BUSINESS START: 8/23 | $199,575 | $0 | $0 | $0 | $396 | $0 | $14,406 | $0 | $30,110 | $0 | $244,487 | $0 | $0 | $0 |
| PHILIP HAROLD | ||||||||||||||
| DEAN CONSTANTIN COLLEGE OF LIBERAL ARTS | $157,920 | $0 | $0 | $0 | $90 | $0 | $11,823 | $0 | $35,366 | $0 | $205,199 | $0 | $0 | $0 |
| RICHARD DOUGHERTY | ||||||||||||||
| DEAN BRANIFF GRADUATE SCHOOL | $115,491 | $0 | $0 | $0 | $394 | $0 | $8,717 | $0 | $31,210 | $0 | $155,812 | $0 | $0 | $0 |
| GREG BELL | ||||||||||||||
| ASSOCIATE DEAN, COLLEGE OF BUSINESS | $191,041 | $0 | $0 | $0 | $138 | $0 | $11,535 | $0 | $217 | $0 | $202,931 | $0 | $0 | $0 |
| ROBERT DUPREE | ||||||||||||||
| PROFESSOR, ENGLISH, CONSTANTIN COLLEGE | $60,261 | $0 | $0 | $0 | $107,316 | $0 | $4,283 | $0 | $5,156 | $0 | $177,016 | $0 | $0 | $0 |
| SCOTT WYSONG | ||||||||||||||
| ASSOCIATE PROFESSOR, MARKETING, COB | $163,942 | $0 | $0 | $0 | $184 | $0 | $9,335 | $0 | $24,199 | $0 | $197,660 | $0 | $0 | $0 |
| RENITA MURIMI | ||||||||||||||
| ASSOCIATE PROFESSOR, CYBERSECURITY, COB | $150,072 | $0 | $0 | $0 | $4,560 | $0 | $9,571 | $0 | $217 | $0 | $164,420 | $0 | $0 | $0 |
| YIWEN JENNY GU | ||||||||||||||
| ASSOCIATE PROFESSOR, FINANCE, COB INSTR. OPERATIONS | $151,166 | $0 | $0 | $0 | $90 | $0 | $9,959 | $0 | $10,952 | $0 | $172,167 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 1a BENEFITS PROVIDED TO PERSONS LISTED ON THE 990 | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY, AS PART OF ITS EXECUTIVE COMPENSATION PROCESS, HAS AGREED TO PAY CERTAIN COSTS SUCH AS HOUSING, AUTOMOBILE, COMPANION TRAVEL AND SOCIAL CLUB DUES AND INCLUDES THESE PAYMENTS IN THE EXECUTIVE'S COMPENSATION AS TAXABLE INCOME. THE INDIVIDUALS AUTHORIZED TO RECEIVE SUCH PAYMENTS ARE ISOLATED TO SENIOR OFFICER SUCH AS THE PRESIDENT, EXECUTIVE VICE PRESIDENT EXTERNAL AFFAIRS, AND VICE PRESIDENT OF ADVANCEMENT. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Arlington Higher Education Finance Corp | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 243906171 | BondIssuerEIN |
| Bond Issued | 2023-09-28 | BondIssuedDt |
| Issue Price | $21,550,000 | IssuePriceAmt |
| Purpose | Refund/Refinance Prosperity Bank Loan and Finance cost of improvement projects | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $21,550,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $377,246 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $910,207 | CapitalExpendituresAmt |
| Other Spent Proceeds | $19,119,612 | OtherSpentProceedsAmt |
| Unspent | $1,142,935 | UnspentAmt |
| Substantial Completion | 2025 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | false | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Total Private Business Use | 0.0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | false | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | N/A | RelationshipWithOrgTxt |
| Cash Grant | $128,570 | CashGrantAmt |
| Type Of Assistance | SCHOLARSHIPS | TypeOfAssistanceTxt |
| Assistance Purpose | FINANCIAL ASSISTANCE | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $35,623 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I, Line 9 METHOD OF DETERMINING NONCASH CONTRIBUTION AMOUNTS | THE AMOUNT OF THE GIFT IS EQUAL TO THE AVERAGE OF THE STOCKS HIGH AND LOW VALUE ON THE DAY OF THE GIFT AS MEASURED ON THE STOCK EXCHANGE. |
| Schedule M, Part I Explanations of reporting method for number of contributions | Securities - Publicly traded - NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED: THE AMOUNT REPORTED REFLECTS THE NUMBER OF CONTRIBUTORS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 10,189,990 including grants of $ 655)(Revenue $ 868,179) OTHER PROGRAM EXPENSES: DURING THE FISCAL YEAR 2024, SEVERAL INSTITUTES WERE OPENED AT THE UNIVERSITY OF DALLAS UNDERNEATH THE UMBRELLA OF CENTERS AND INSTITUTES. THE PRIMARY PURPOSE OF THESE CENTERS AND INSTITUTES IS TO EXTEND THE UNIVERSITY OF DALLAS' CORE MISSION - THE PURSUIT OF WISDOM, OF TRUTH AND OF VIRTUE AND SHARE THE VISION OF THE UNIVERSITY WITH THE WORLD AT LARGE. THE INSTITUTES THAT COMPRISE THE CENTERS AND INSTITUTES ARE AS FOLLOWS: - ANN AND JOE O. NEUHOFF INSTITUTE FOR MINISTRY AND EVANGELIZATION - THE INSTITUTE OFFERS A WIDE RANGE OF CONTINUING EDUCATION PROGRAMS FOR ADULTS INTERESTED IN IN-DEPTH EXPLORATION OF THEIR FAITH AS WELL AS A DEACON FORMATION PROGRAM. - DONALD AND LOUISE COWAN CENTER - THE CENTER HOUSES, CONTEXTUALIZES AND PRESENTS TEXTS AND INFORMATION PERTAINING THE WRITINGS, THOUGHT AND TEACHINGS OF DONALD A. AND LOUISE COWAN. - SAINT AMBROSE CENTER - INCLUDES SPREADING THE PRINCIPLES AND PEDAGOGY OF CLASSICAL EDUCATION TO FORM EDUCATORS AND MASTER TEACHERS. WITHIN SAINT AMBROSE THERE IS THE CLASSICAL EDUCATION GRADUATE PROGRAM AND THE K-12 CURRICULUM AND PROFESSIONAL DEVELOPMENT PROJECT. THE CLASSICAL EDUCATION GRADUATE PROGRAM FORMS TEACHERS AND ADMINISTRATORS COMMITTED TO RECOVERING AND RENEWING THE CLASSICAL EDUCATION TRADITION. THE K-12 CURRICULUM AND PROFESSIONAL DEVELOPMENT PROJECT, SERVES TEACHERS, EDUCATIONAL LEADERS, PARENTS, SCHOOLS AND COMMUNITIES BY PARTNERING TOGETHER TO STRIVE FOR GREATER EXCELLENCE IN TEACHING AND LEARNING. - STUDIES IN CATHOLIC FAITH AND CULTURE - PROVIDES AN INTELLECTUAL FORMATION THAT ENCOMPASSES THE BREADTH AND DEPTH OF HUMAN CULTURE BY EXPLORING THE HISTORY, TRADITIONS AND WORKS THAT HAVE SHAPED THE CATHOLIC INHERITANCE, RESULTING IN A DEEPLY CHRISTIAN PORTRAIT OF THE HUMAN PERSON. - INSTITUTE FOR HOMILETICS - OFFERS AN ARRAY OF PREACHING IMPROVEMENT OPPORTUNITIES AND RESOURCES FOR CATHOLIC CLERGY. IN ADDITION, THERE ARE SEVERAL PARTNER CENTERS AND INSTITUTIONS. INCLUDED AS PARTNERS ARE THE ASSOCIATIONS OR CORE TEXTS AND COURSES, CENTER FOR CHRISTIANITY AND THE COMMON GOOD, CENTER FOR THOMAS MORE STUDIES, DALLAS FORUM ON LAW, POLITICS, AND CULTURE, DALLAS MEDIEVAL TEXTS AND TRANSLATIONS, DALLAS GOETHE CENTER, LEO XIII CENTER FOR PHILOSOPHY AND SOCIAL ISSUES AND THE NORTH TEXAS HEIDEGGER SYMPOSIUM. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FINANCIAL INFORMATION AND SUPPORTING DOCUMENTATION FOR FORM 990 ARE PROVIDED TO THE UNIVERSITY'S TAX ACCOUNTANTS FOR REVIEW AND PREPARATION. A DRAFT OF THE 990 IS REVIEWED BY MANAGEMENT STAFF AND THE CFO AND IS THEN SUBMITTED TO THE AUDIT COMMITTEE FOR THEIR REVIEW. FOLLOWING THE AUDIT COMMITTEE REVIEW, THE FORM 990 IS ELECTRONICALLY SUBMITTED TO EACH MEMBER OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE UNIVERSITY OBTAINS DOCUMENTATION ON AN ANNUAL BASIS FROM ALL EMPLOYEES DIRECTOR LEVEL AND ABOVE, AS WELL AS CERTAIN KEY EMPLOYEES AND BOARD MEMBERS REGARDING POSSIBLE CONFLICTS OF INTEREST. TO THE EXTENT A TRUSTEE HAS A CONFLICT, THAT INDIVIDUAL IS NOT ALLOWED TO VOTE ON ANY ISSUE REGARDING THE ITEM IN CONFLICT. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE UNIVERSITY COLLECTS WAGE AND BENEFIT INFORMATION ON UNIVERSITIES OF SIMILAR SIZE AND STATURE FOR THE PRESIDENT AND OTHER SELECTED OFFICER POSITIONS BASED ON THE INFORMATION IN THE SURVEYED SCHOOLS' FORM 990. BASED ON THESE SURVEYS, RECOMMENDED CHANGES MADE BY THE EXECUTIVE COMMITTEE TO THE PRESIDENT'S SALARY ARE REVIEWED BY THE FULL BOARD OF TRUSTEES. THE REVIEWS ARE DOCUMENTED IN THE EMPLOYEE FILES. AS ADDITIONAL DOCUMENTATION, THE BOARD SIGNS THE PRESIDENT'S CONTRACT AT THE TIME OF THE REVIEW. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | THE UNIVERSITY COLLECTS ANNUAL WAGE AND COMPENSATION INFORMATION FROM THE ANNUAL COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION (CUPA) SURVEY FOR USE IN SALARY DETERMINATIONS. BASED ON THESE SURVEYS, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES APPROVES CHANGES TO THE SALARIES OF DEANS AND ABOVE. THE REVIEWS ARE DOCUMENTED IN THE EMPLOYEE FILES. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE UNIVERSITY DOES NOT MAKE AVAILABLE TO THE PUBLIC ITS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY OR ITS GOVERNING DOCUMENTS. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | Income from Pass-Throughs - Total Revenue: -88066, Related or Exempt Function Revenue: , Unrelated Business Revenue: -88066, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Pass-Through Income - 88066; |