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TEXAS CHRISTIAN UNIVERSITY: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
TEXAS CHRISTIAN UNIVERSITY (EIN 75-0827465)
Tax period
2021-06-01 to 2022-05-31
Filed
2023-04-11
IRS object ID
202341019349301504
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-04-11T18:30:11+00:00ReturnTs
Tax Period End2022-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSE COOPERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1655 NEW YORK AVENUE NW SUITE 1100AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN750827465EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TEXAS CHRISTIAN UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTEXABusinessNameControlTxt
Phone8172576122PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1TCU BOX 297011AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP761290001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM J NUNEZPersonNm
Person TitleVC FINANCE AND ADMINISTRATIONPersonTitleTxt
Phone8172575115PhoneNum
Signature2023-04-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAM JPersonFirstNm
Person LastNUNEZPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRAVIS L PATTONPreparerPersonNm
PTINP00369623PTIN
Phone2024141000PhoneNum
Preparation2023-04-06PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1VICTOR J BOSCHINIBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1TCU BOX 297011AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP761290001ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,536,220,721GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.TCU.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1889FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionTEXAS CHRISTIAN UNIVERSITY IS AN INSTITUTION OF HIGHER EDUCATION WHICH INCLUDES NINE MAJOR ACADEMIC UNITS. INSTRUCTION IS FOR 11,938 STUDENTS.ActivityOrMissionDesc
Voting Members Governing Body46VotingMembersGoverningBodyCnt
Voting Members Independent44VotingMembersIndependentCnt
Total Employee6093TotalEmployeeCnt
Total Volunteers10500TotalVolunteersCnt
Total Gross UBI$5,338,107TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$67,793,344PYContributionsGrantsAmt
CY Contributions Grants$140,172,269CYContributionsGrantsAmt
PY Program Service Revenue$677,724,136PYProgramServiceRevenueAmt
CY Program Service Revenue$734,782,582CYProgramServiceRevenueAmt
PY Investment Income$195,862,194PYInvestmentIncomeAmt
CY Investment Income$273,224,344CYInvestmentIncomeAmt
PY Other Revenue$14,573,750PYOtherRevenueAmt
CY Other Revenue$20,094,773CYOtherRevenueAmt
PY Total Revenue$955,953,424PYTotalRevenueAmt
CY Total Revenue$1,168,273,968CYTotalRevenueAmt
PY Grants And Similar Paid$252,491,928PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$262,927,828CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$323,277,242PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$335,145,928CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$138,930PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$218,436CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$13,349,217CYTotalFundraisingExpenseAmt
PY Other Expenses$267,188,802PYOtherExpensesAmt
CY Other Expenses$319,851,945CYOtherExpensesAmt
PY Total Expenses$843,096,902PYTotalExpensesAmt
CY Total Expenses$918,144,137CYTotalExpensesAmt
PY Revenues Less Expenses$112,856,522PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$250,129,831CYRevenuesLessExpensesAmt
Total Assets BOY$3,936,231,502TotalAssetsBOYAmt
Total Assets EOY$4,250,111,470TotalAssetsEOYAmt
Total Liabilities BOY$1,136,451,781TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,104,012,384TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,799,779,721NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,146,099,086NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTEXAS CHRISTIAN UNIVERSITY IS AN INSTITUTION OF HIGHER EDUCATION WHICH INCLUDES NINE MAJOR ACADEMIC UNITS: LIBERAL ARTS, SCIENCE AND ENGINEERING, BUSINESS, EDUCATION, FINE ARTS, COMMUNICATION, HONORS, NURSING AND HEALTH SCIENCES, AND THE ANNE BURNETT MARION SCHOOL OF MEDICINE. TCU'S MISSION STATEMENT IS "TO EDUCATE INDIVIDUALS TO THINK AND ACT AS ETHICAL LEADERS AND RESPONSIBLE CITIZENS IN THE GLOBAL COMMUNITY." OUR VISION IS TO CREATE A WORLD-CLASS, VALUES-CENTERED UNIVERSITY EXPERIENCE FOR OUR STUDENTS. OUR CORE VALUES ARE ACADEMIC ACHIEVEMENT, PERSONAL FREEDOM AND INTEGRITY, THE DIGNITY AND RESPECT OF THE INDIVIDUAL, AND A HERITAGE OF INCLUSIVENESS, TOLERANCE, AND SERVICE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$472,689,754ExpenseAmt
Grant$262,927,828GrantAmt
Revenue$587,500,428RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$169,954,210ExpenseAmt
Revenue$61,532,928RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$77,356,369ExpenseAmt
Revenue$74,572,187RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$63,814,454ExpenseAmt
Revenue$10,704,107RevenueAmt
DescSEE SCHEDULE ODesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$63,814,454TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$10,704,107TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$783,814,787TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document16675IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee6093EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members46GoverningBodyVotingMembersCnt
Independent Voting Member44IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHERYL KENNONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8172575115PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1THE HARRISON 3101 BELLAIRE DR NAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76109ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (68 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Victor J Boschini Jr
Chancellor40.0Yes (X)Yes (X)$1,771,468$0$552,007
Adelaide D Royer
Trustee2.0Yes (X)$0$0$0
Alan D Friedman
Trustee2.0Yes (X)$0$0$0
Allie Beth McMurtry Allman
Trustee2.0Yes (X)$0$0$0
Amy Roach Bailey
Trustee2.0Yes (X)$0$0$0
Anita L Cox
Trustee2.0Yes (X)$0$0$0
Barry E Davis
Trustee2.0Yes (X)$0$0$0
Bradford L Cunningham
Trustee2.0Yes (X)$0$0$0
Brenda Almes Cline
Trustee2.0Yes (X)$0$0$0
Charles L Geren
Trustee2.0Yes (X)$0$0$0
Charlotte Scharbauer French
Trustee2.0Yes (X)$0$0$0
Dee J Kelly Jr
Trustee2.0Yes (X)$0$0$0
Duer Wagner III
Trustee2.0Yes (X)$0$0$0
Edward A Clark
Trustee2.0Yes (X)$0$0$0
Elliott J Hill
Trustee2.0Yes (X)$0$0$0
F Howard Walsh III
Trustee2.0Yes (X)$0$0$0
G Hunter Enis
Trustee2.0Yes (X)$0$0$0
Glenton E Richards
Trustee2.0Yes (X)$0$0$0
Greg A Arnold
Trustee2.0Yes (X)$0$0$0
J Bryan King
Trustee4.0Yes (X)$0$0$0
James Rusty R Reid
Trustee2.0Yes (X)$0$0$0
Jan Tucker Scully
Trustee2.0Yes (X)$0$0$0
Joe D Briggs
Trustee2.0Yes (X)$0$0$0
John H Pinkerton
Trustee2.0Yes (X)$0$0$0
Joseph M Gutierrez Jr
Trustee2.0Yes (X)$0$0$0
Kade L Matthews
Trustee2.0Yes (X)$0$0$0
Kathryn Thompson Farmer
Trustee2.0Yes (X)$0$0$0
Kenneth D Thompson II
Trustee2.0Yes (X)$0$0$0
Kit Tennison Moncrief
Vice Chair5.0Yes (X)$0$0$0
LaDainian T Tomlinson
Trustee2.0Yes (X)$0$0$0
Leanne S Acuff
Trustee2.0Yes (X)$0$0$0
Marilyn E Davies
Trustee2.0Yes (X)$0$0$0
Mark L Johnson
Chair6.0Yes (X)$0$0$0
Mary Ralph Lowe
Trustee2.0Yes (X)$0$0$0
Michael G Wright
Trustee2.0Yes (X)$0$0$0
Michael K Berry
Trustee2.0Yes (X)$0$0$0
Michael S Richards
Trustee2.0Yes (X)$0$0$0
Nick A Giachino
Trustee2.0Yes (X)$0$0$0
Rafael G Garza
Trustee2.0Yes (X)$0$0$0
Richard Lee Stuart II
Trustee2.0Yes (X)$0$0$0
Rick L Wittenbraker
Trustee2.0Yes (X)$0$0$0
Roger Williams
Trustee2.0Yes (X)$0$0$0
Ronald C Parker
Trustee4.0Yes (X)$0$0$0
Sascha C Bass
Trustee2.0Yes (X)$0$0$0
Sheryl L Adkins-Green
Trustee2.0Yes (X)$0$0$0
Thomas F Meagher Jr
Trustee2.0Yes (X)$0$0$0
V Neils Agather II
Trustee2.0Yes (X)$0$0$0
Brian G Gutierrez
VC Finance & Administration40.0Yes (X)$677,964$0$136,243
Donald J Whelan Jr
VC University Advancement40.0Yes (X)$641,693$0$75,145
Jean M Pickett
Board Secretary40.0Yes (X)$205,000$0$34,057
Kathryn M Cavins Tull
VC Student Affairs40.0Yes (X)$365,311$0$67,181
Teresa Abi-Nader Dahlberg
Provost VC Academic Affairs40.0Yes (X)$663,137$0$46,043
Tracy D Syler-Jones
VC Marketing & Communication40.0Yes (X)$356,506$0$68,255
Willian J Nunez
VC Finance & Administration40.0Yes (X)$52,974$0$0
Yohna J Chambers
VC Human Resources40.0Yes (X)$319,745$0$48,285
Bryan C Lucas
Chief Technology Officer40.0$328,748$0$116,164Yes (X)
Cheryl L Kennon
Assoc. VC & Controller40.0$250,710$0$43,297Yes (X)
James R Hille
Chief Investment Officer40.0$994,636$0$55,453Yes (X)
Jason R Safran
Chief Investment Officer40.0$553,867$0$62,719Yes (X)
Jeremiah Donati
Athletic Director40.0$952,243$0$117,461Yes (X)
Todd S Waldvogel
Assoc. VC Facilities & Campus Planning40.0$245,723$0$22,111Yes (X)
Gary A Patterson
Head Football Coach40.0$17,052,497$0$151,904Yes (X)
James P Dixon
Mens Basketball Coach40.0$3,752,787$0$55,560Yes (X)
Jennifer R Pebley
Head Coach Basketball Women40.0$755,583$0$110,287Yes (X)
Kirk C Saarloos
Head Baseball Coach40.0$829,463$0$56,321Yes (X)
Stuart D Flynn
Dean of the Medical School40.0$870,215$0$80,299Yes (X)
Kimberly K Adams
Former Assoc. VC & Controller40.0$199,157$0$133,689Yes (X)
Raymond Nowell Donovan
Former Provost VC Academic Affairs40.0$250,571$0$64,854Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$32,089,998TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$2,097,335TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K670IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SODEXO INC & AFFILIATES
PO BOX 536922ATLANTAGA30353DINING SERVICES$20,807,212
TURNER CONSTRUCTION COMPANY
10100 N CENTRAL EXPY SUITE 600DALLASTX75231CONSTRUCTION SRVS$9,834,923
HUNT CONSTRUCTION GROUP
13355 NOEL ROAD FOURTH FLDALLASTX75240CONSTRUCTION SRVS$2,894,667
LINBECK GROUP LLC
1263 W ROSEDALE SUITE 202FORT WORTHTX76104CONSTRUCTION SRVS$2,404,102
BLACKMON-MOORINGBMS CAT LLC
5718 AIRPORT FREEWAYHALTOM CITYTX76117CLEANING SRVS$2,400,532
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K90CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$45,722MembershipDuesAmt
Fundraising$320,947FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$38,120,188GovernmentGrantsAmt
All Other Contributions$101,685,412AllOtherContributionsAmt
Noncash Contributions$9,149,767NoncashContributionsAmt
Total Contributions$140,172,269TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
TUITION AND FEES611310$587,500,428$587,500,428$0$0
RESIDENTIAL ADMINISTRATION611710$43,405,474$43,405,474$0$0
DINING SERVICES611710$27,978,991$27,978,991$0$0
ATHLETICS AND CAMPUS REC611710$62,080,227$61,628,038$452,189$0
UNIVERSITY BOOKSTORE611710$1,494,475$1,494,475

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,322,987TotalRevenueColumnAmt
Related Or Exempt Func Income$12,302,244RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$20,743UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$734,782,582TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$57,186,764TotalRevenueColumnAmt
Unrelated Business Revenue$7,133UnrelatedBusinessRevenueAmt
Exclusion$57,179,631ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,380,468TotalRevenueColumnAmt
Exclusion$15,380,468ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$933,405RealAmt
Personal$385,841PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$933,405RealAmt
Personal$385,841PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,319,246TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,319,246ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,583,178,000SecuritiesAmt
Other$436,000OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,365,168,209SecuritiesAmt
Other$2,408,211OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$218,009,791SecuritiesAmt
Other-$1,972,211OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$216,037,580TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$4,858,042UnrelatedBusinessRevenueAmt
Exclusion$211,179,538ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$297,178FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$320,947ContriRptFundraisingEventAmt
Fundraising Direct Expenses$280,960FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,218TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$16,218ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$214,471GrossSalesOfInventoryAmt
Cost Of Goods Sold$89,373CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$125,098TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$125,098ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
BRITE ADMINISTRATION MAINTENANCE FEE611710$1,140,312$0$0$1,140,312
ANNUITY INCOME611710$848,472$0$0$848,472
ALUMNI EVENTS611710$153,996$0$0$153,996

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,110,963TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,110,963ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,253,743OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,168,273,968TotalRevenueColumnAmt
Related Or Exempt Func Income$734,309,650RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$5,338,107UnrelatedBusinessRevenueAmt
Exclusion$288,453,942ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$50,000TotalAmt
Program Services$50,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$262,795,855TotalAmt
Program Services$262,795,855ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$81,973TotalAmt
Program Services$81,973ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$13,074,438TotalAmt
Program Services$1,371,556ProgramServicesAmt
Management And General$11,022,009ManagementAndGeneralAmt
Fundraising$680,873FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$245,957,325TotalAmt
Program Services$221,361,571ProgramServicesAmt
Management And General$17,482,093ManagementAndGeneralAmt
Fundraising$7,113,661FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$17,795,981TotalAmt
Program Services$15,479,447ProgramServicesAmt
Management And General$1,692,903ManagementAndGeneralAmt
Fundraising$623,631FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$41,974,834TotalAmt
Program Services$36,369,269ProgramServicesAmt
Management And General$4,163,066ManagementAndGeneralAmt
Fundraising$1,442,499FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$16,343,350TotalAmt
Program Services$14,009,273ProgramServicesAmt
Management And General$1,754,897ManagementAndGeneralAmt
Fundraising$579,180FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$957,215TotalAmt
Program Services$152,349ProgramServicesAmt
Management And General$783,702ManagementAndGeneralAmt
Fundraising$21,164FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$351,902TotalAmt
Program Services$6,000ProgramServicesAmt
Management And General$345,902ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$1,253TotalAmt
Program Services$0ProgramServicesAmt
Management And General$1,253ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$218,436TotalAmt
Fundraising$218,436FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$55,886,355TotalAmt
Program Services$0ProgramServicesAmt
Management And General$55,886,355ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$33,435,336TotalAmt
Program Services$31,182,827ProgramServicesAmt
Management And General$1,795,412ManagementAndGeneralAmt
Fundraising$457,097FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,228,176TotalAmt
Program Services$1,595,520ProgramServicesAmt
Management And General$1,631,548ManagementAndGeneralAmt
Fundraising$1,108FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$20,486,892TotalAmt
Program Services$18,904,976ProgramServicesAmt
Management And General$1,157,924ManagementAndGeneralAmt
Fundraising$423,992FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,941,446TotalAmt
Program Services$3,720,969ProgramServicesAmt
Management And General$1,182,021ManagementAndGeneralAmt
Fundraising$38,456FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$26,279,953TotalAmt
Program Services$24,059,964ProgramServicesAmt
Management And General$2,193,241ManagementAndGeneralAmt
Fundraising$26,748FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$21,763,277TotalAmt
Program Services$20,060,915ProgramServicesAmt
Management And General$1,135,249ManagementAndGeneralAmt
Fundraising$567,113FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,164,425TotalAmt
Program Services$944,176ProgramServicesAmt
Management And General$187,989ManagementAndGeneralAmt
Fundraising$32,260FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$30,061,197TotalAmt
Program Services$24,919,957ProgramServicesAmt
Management And General$5,138,514ManagementAndGeneralAmt
Fundraising$2,726FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$75,309,470TotalAmt
Program Services$68,546,237ProgramServicesAmt
Management And General$5,985,738ManagementAndGeneralAmt
Fundraising$777,495FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,012,742TotalAmt
Program Services$4,760,933ProgramServicesAmt
Management And General$246,275ManagementAndGeneralAmt
Fundraising$5,534FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES AND SUBSCRIPTIONS$7,162,400$6,523,837$583,214$55,349
FOOD SERVICES$18,303,990$17,557,743$555,014$191,233
INSTR., RESEARCH, & LAB$2,694,063$2,634,625$54,341$5,097
INDIRECT COSTS$1,484,696$1,484,696$0$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$11,327,157TotalAmt
Program Services$5,240,119ProgramServicesAmt
Management And General$6,001,473ManagementAndGeneralAmt
Fundraising$85,565FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$918,144,137TotalAmt
Program Services$783,814,787ProgramServicesAmt
Management And General$120,980,133ManagementAndGeneralAmt
Fundraising$13,349,217FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$32,065,290BOYAmt
EOY$16,181,187EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$43,273,714BOYAmt
EOY$38,636,107EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$26,178,293BOYAmt
EOY$36,206,903EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$923,288BOYAmt
EOY$872,080EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,150,278BOYAmt
EOY$5,973,218EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,145,582,093LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$749,865,527LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,457,490,043BOYAmt
EOY$1,395,716,566EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$767,561,146BOYAmt
EOY$825,429,491EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,516,326,937BOYAmt
EOY$1,794,949,922EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$89,262,513BOYAmt
EOY$136,145,996EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,936,231,502BOYAmt
EOY$4,250,111,470EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$86,111,596BOYAmt
EOY$86,604,593EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$22,398,289BOYAmt
EOY$40,141,095EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$173,933,124BOYAmt
EOY$165,609,720EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$711,874,485BOYAmt
EOY$711,983,656EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$142,134,287BOYAmt
EOY$99,673,320EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,136,451,781BOYAmt
EOY$1,104,012,384EOYAmt

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,733,050,140BOYAmt
EOY$1,935,242,055EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,066,729,581BOYAmt
EOY$1,210,857,031EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,799,779,721BOYAmt
EOY$3,146,099,086EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,936,231,502BOYAmt
EOY$4,250,111,470EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$250,129,831ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$74,461,868NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$21,727,666OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$78,076,337CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$74,990,745CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$64,133,685CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$54,519,628CurrentTaxYearMinus1YearAmt
Current Tax Year$102,052,081CurrentTaxYearAmt
Total$373,772,476TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$78,076,337CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$74,990,745CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$64,133,685CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$54,519,628CurrentTaxYearMinus1YearAmt
Current Tax Year$102,052,081CurrentTaxYearAmt
Total$373,772,476TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$18,231,238SubstantialContributorsTotAmt
Public Support Total170$355,541,238PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$56,448,128CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$55,470,941CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$51,672,268CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$57,028,937CurrentTaxYearMinus1YearAmt
Current Tax Year$73,879,345CurrentTaxYearAmt
Total$294,499,619TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$4,582,007CurrentTaxYearAmt
Total$4,582,007TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$574,832CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$720,147CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$534,867CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$355,465CurrentTaxYearMinus1YearAmt
Current Tax Year$511,649CurrentTaxYearAmt
Total$2,696,960TotalAmt
FieldValueIRS element (for citing)
Total Support$675,551,062TotalSupportAmt
Gross Receipts Rltd Activities$3,255,398,038GrossReceiptsRltdActivitiesAmt
Public Support CY1700.5263PublicSupportCY170Pct
Public Support PY1700.5668PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - FUND RAISING & SALES, COLUMN A - 574832.0, COLUMN B - 720147.0, COLUMN C - 534867.0, COLUMN D - 355465.0, COLUMN E - 511649.0, COLUMN F - 2696960.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$1,253OtherActivitiesAmt
Total Lobbying Expenditures$1,253TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationTHIS ORGANIZATION PAID MEMBERSHIP DUES TO THE INDEPENDENT COLLEGES AND UNIVERSITIES OF TEXAS (ICUT) OF $ 123,003 AND THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES (NAICU) IN THE AMOUNT OF $17,900 DURING THE FISCAL YEAR. OF THE AMOUNT PAID TO NAICU, 7% OF THESE DUES WERE ATTRIBUTABLE TO LOBBYING EFFORTS, OR $ 1,253. OF THE AMOUNT THAT WAS PAID TO ICUT, NO DUES WERE SPECIFICALLY ALLOCATED TO LOBBYING COSTS.ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$91,225RevenuesIncludedAmt
Assets Included$3,931,607AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,001,835,819BeginningYearBalanceAmt
Contributions$52,191,533ContributionsAmt
Investment Earnings Or Losses$464,341,855InvestmentEarningsOrLossesAmt
Grants Or Scholarships$19,080,345GrantsOrScholarshipsAmt
Other Expenditures$58,570,556OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$2,440,718,306EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,584,157,954BeginningYearBalanceAmt
Contributions$16,060,699ContributionsAmt
Investment Earnings Or Losses$474,999,867InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,462,819GrantsOrScholarshipsAmt
Other Expenditures$55,919,882OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$2,001,835,819EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,620,663,695BeginningYearBalanceAmt
Contributions$19,415,827ContributionsAmt
Investment Earnings Or Losses$14,685,921InvestmentEarningsOrLossesAmt
Grants Or Scholarships$15,569,518GrantsOrScholarshipsAmt
Other Expenditures$55,037,971OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$1,584,157,954EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,595,947,026BeginningYearBalanceAmt
Contributions$16,922,168ContributionsAmt
Investment Earnings Or Losses$76,856,639InvestmentEarningsOrLossesAmt
Grants Or Scholarships$14,701,948GrantsOrScholarshipsAmt
Other Expenditures$54,360,190OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$1,620,663,695EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,471,789,593BeginningYearBalanceAmt
Contributions$15,574,425ContributionsAmt
Investment Earnings Or Losses$176,446,720InvestmentEarningsOrLossesAmt
Grants Or Scholarships$13,427,659GrantsOrScholarshipsAmt
Other Expenditures$54,436,053OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$1,595,947,026EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.5262BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.2273PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.2465TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$2,441,198InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$101,565,617OtherCostOrOtherBasisAmt
Book Value$104,006,815BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,707,644,113OtherCostOrOtherBasisAmt
Depreciation$520,798,952DepreciationAmt
Book Value$1,186,845,161BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$207,708,802OtherCostOrOtherBasisAmt
Depreciation$158,116,020DepreciationAmt
Book Value$49,592,782BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$126,222,363OtherCostOrOtherBasisAmt
Depreciation$70,950,555DepreciationAmt
Book Value$55,271,808BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,395,716,566TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
FUNDS HELD IN TRUST BY OTHERS$93,662,367F
LIMITED PARTNERSHIPS$1,550,767,925F
HEDGE FUNDS$150,519,630F
FieldValueIRS element (for citing)
Total Book Value Securities$1,794,949,922TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
FUNDS HELD IN TRUST$16,542,889
GOVERNMENT LOANS$5,285,813
POST RETIREMENT BENEFITS$48,118,031
INTEREST RATE SWAP LIABILITY$15,169,934
RIGHT OF USE LIABILITY$14,556,653
FieldValueIRS element (for citing)
Total Liability$99,673,320TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$960,976,315TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$74,461,868NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$16,379,849DonatedServicesAndUseFcltsAmt
Other Revenue-$242,623,347OtherRevenueAmt
Revenue Not Reported-$151,781,630RevenueNotReportedAmt
Revenue Subtotal$1,112,757,945RevenueSubtotalAmt
Other Revenues Not Included$55,516,023OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$55,516,023RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,168,273,968TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$614,658,950TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$16,379,849DonatedServicesUseFcltsAmt
Other Expenses Included$370,333OtherExpensesIncludedAmt
Expenses Not Reported$16,750,182ExpensesNotReportedAmt
Expenses Subtotal$597,908,768ExpensesSubtotalAmt
Other Expenses Not Included$320,235,369OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$320,235,369ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$918,144,137TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 4 Collections of art - description of collectionsTCU'S FINANCIAL STATEMENT FOOTNOTES STATE THE FOLLOWING WITH REGARD TO COLLECTIONS OF ART, HISTORICAL TREASURES, OR OTHER SIMILAR ASSETS: CONTRIBUTIONS OF ART ARE GENERALLY NOT RECORDED ON THE BOOKS OF THE UNIVERSITY WHEN RECEIVED, UNLESS A READILY DETERMINABLE FAIR VALUE IS AVAILABLE AT THE DATE OF GIFT. THE SPEAKER JIM WRIGHT COLLECTION, WHICH WAS DONATED TO THE UNIVERSITY IN 1989 AND CONSISTS OF 1,074 LINEAR FEET OF PAPERS, PHOTOGRAPHS, AUDIOVISUAL MATERIAL, BOOKS, AND MEMORABILIA, DOCUMENTS THE POLITICAL CAREER OF THE FORMER SPEAKER OF THE HOUSE. THE COLLECTION ALLOWS RESEARCH IN THE AREAS OF HISTORY AND POLITICAL SCIENCE BY STUDENTS, FACULTY, AND OTHER SCHOLARS. TCU ALSO HOLDS A COLLECTION OF ANDY WARHOL PHOTOGRAPHY, WHICH WAS DONATED TO THE UNIVERSITY IN MAY OF 2008 BY THE WARHOL FOUNDATION IN NEW YORK, NY. 152 ANDY WARHOL PRINTS WERE PROVIDED TO TCU BY THE ANDY WARHOL PHOTOGRAPHIC LEGACY PROGRAM, AND THIS COLLECTION IS HELD IN THE SCHOOL OF ART AND ART HISTORY. THE OSCAR E. MONNIG METEORITE COLLECTION WAS CATALOGED BY THE AMERICAN METEORITE LABORATORY, DENVER, COLORADO, AND WAS DONATED TO TEXAS CHRISTIAN UNIVERSITY FROM 1978 TO 1986 AND WAS OPENED FOR THE PUBLIC ON FEBRUARY 1, 2003. THE COLLECTION CONTAINS OVER 2,300 DIFFERENT METEORITES. THIS COLLECTION PROVIDES EDUCATION TO STUDENTS BY PROVIDING OPPORTUNITIES TO EXPLORE THE MYSTERIES OF METEORITES. STUDENTS CAN LEARN HOW TO IDENTIFY A METEORITE, EXPERIENCE A HANDS-ON ENCOUNTER WITH DIFFERENT TYPES OF METEORITES, AND CREATE THEIR OWN TERRESTRIAL IMPACT CRATER.
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE UNIVERSITY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. THE UNIVERSITY'S ENDOWMENT CONSISTS OF INDIVIDUAL ENDOWMENT FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. ENDOWMENT FUNDS PRIMARILY SUPPORT THE UNIVERSITY'S UNRESTRICTED SUPPORT, RESEARCH AND EDUCATION PROGRAMS, SCHOLARSHIPS, ENDOWED CHAIRS, PROPERTY AND EQUIPMENT, AND OTHER PROGRAMS.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteTCU'S FINANCIAL STATEMENT FOOTNOTES STATE THE FOLLOWING WITH REGARD TO THE LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740: THE UNIVERSITY IS A TAX-EXEMPT INSTITUTION UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE OF 1986 (IRC), AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE IRC. THE UNIVERSITY HAS CONCLUDED THAT IT DOES NOT HAVE ANY UNRECOGNIZED TAX BENEFITS RESULTING FROM CURRENT OR PRIOR PERIOD TAX POSITIONS. ACCORDINGLY, NO ADDITIONAL DISCLOSURES HAVE BEEN MADE ON THE FINANCIAL STATEMENTS REGARDING UNCERTAIN TAX PROVISIONS. AS OF MAY 31, 2022, THE UNIVERSITY'S TAX YEARS ENDED MAY 31, 2019 THROUGH 2022, GENERALLY, REMAIN SUBJECT TO EXAMINATION.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990STUDENT FINANCIAL AID - -XXX-XX-XXXX POST RETIREMENT BENEFIT ACTUARIAL CHANGE - 21725665 OFFICER COMPENSATION OF CIO AS REDUCTION TO INVESTMENT INCOME - -1553157
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsSPECIAL EVENTS EXPENSES - -280960 TCU PRESS CGS - -89373 INVESTMENT FEES, GROSS UP - 55886355 ROUNDING - 1
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990TCU PRESS CGS - 89373 SPECIAL EVENTS EXPENSES - 280960
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsSTUDENT FINANCIAL AID - XXX-XX-XXXX INVESTMENT FEES, GROSS UP - 55886355 OFFICER COMPENSATION OF CIO AS REDUCTION TO INVESTMENT INCOME - 1553157 ROUNDING - 2

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediafalsePlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYTCU prohibits discrimination and harassment on the basis of age, race, color, religion, sex (including sexual harassment and sexual violence), sexual orientation, gender, gender identity, gender expression, national origin, ethnic origin, disability, genetic information, covered veteran status and any other basis protected by law, in the University's programs and activities. TCU publishes its nondiscriminatory policy on websites, in brochures, catalogues, and other written communications available to the public that address employment, student admission policies, programming activities, and scholarship selection.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTTEXAS CHRISTIAN UNIVERSITY FUNCTIONS AS AN ADMINISTRATOR FOR FEDERAL GRANT-SUPPORTED PROJECTS AND VARIOUS FORMS OF FEDERAL FINANCIAL AID GRANTED OR AWARDED TO STUDENTS ATTENDING THE UNIVERSITY.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (13 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Program Servicesresearch, networking, professional services$144,995
East Asia and the Pacific00Program Servicesremote instruction, professional services, conferences, translation services$51,991
Europe (Including Iceland and Greenland)00Program Servicesconferences, professional fees, study abroad, remote instruction, translation services, recruiting, athletic competition, research$1,165,582
North America (Canada & Mexico only)00Program Servicesconferences, professional fees, remote instruction, research$36,908
South America00Program Servicesprofessional services, translation services, research$50,740
South Asia00Program Servicesrecruiting, professional services$20,160
Russia and Neighboring States00Program Servicestranslation services$17,907
Sub-Saharan Africa00Program Servicestranslation services, research, study abroad, documentary film-making$15,809
Central America and the Caribbean00Investments$572,173,328
Europe (Including Iceland and Greenland)00Investments$26,654,977
North America (Canada & Mexico only)00Investments$17,063,802
Sub-Saharan Africa00Grantmaking$81,973
Middle East and North Africa00Program Servicesresearch, athletic competition$10,184
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$617,488,356SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$617,488,356TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionSub-Saharan AfricaRegionTxt
Purpose Of GrantWILDLIFE CONSERVATION PROGRAMSPurposeOfGrantTxt
Cash Grant$81,973CashGrantAmt
Manner Of Cash DisbursementWIRE TRANSFERMannerOfCashDisbursementTxt
Non Cash Assistance$0NonCashAssistanceAmt
Description Of Non Cash AsstN/ADescriptionOfNonCashAsstTxt
Valuation Method UsedN/AValuationMethodUsedDesc
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF ITS GRANTS AND OTHER ASSISTANCE OUTSIDE THE UNITED STATES: ALL SUBAWARD PAYMENTS OF GRANTS FOREIGN OR DOMESTIC MUST BE ACCOMPANIED BY A SUBAWARD AGREEMENT. EACH SUBRECIPIENT IS REVIEWED TO ENSURE THE COMMITMENT TO PARTICIPATE IN THE PROJECT AND ABIDE BY ALL OF THE ASSOCIATED TERMS AND CONDITIONS. A SIGNED SUBAWARD AGREEMENT MUST BE RECEIVED BEFORE ANY DISTRIBUTIONS TO A SUBRECIPIENT ARE MADE. THE SUBAWARD AGREEMENT CONTAINS 1) GENERAL TERMS AND CONDITIONS 2) PRIMARY CONTACT INFORMATION BY RESPONSIBILITY 3) REPORTING REQUIREMENTS 4) SCOPE OF WORK AND BUDGET ALL GRANT SPONSORED DISBURSEMENTS ARE REVIEWED BY THE PRINCIPAL INVESTIGATOR OF THE GRANT TO ENSURE THE INVOICES ARE IN ACCORDANCE WITH THE REQUIREMENTS OF THE GRANT/SUBAWARD. THE PRINCIPAL INVESTIGATOR IS REQUIRED TO APPROVE EACH INVOICE TO ACKNOWLEDGE THEIR REVIEW OF ANY REQUIRED TECHNICAL PROGRESS REPORTS AND/OR SATISFACTORY PERFORMANCE BY THE SUBRECIPIENT. ALL GRANT SPONSORED INVOICES ARE REVIEWED AND APPROVED BY RESEARCH GRANT ACCOUNTING BEFORE BEING SUBMITTED TO THE ACCOUNTS PAYABLE DEPARTMENT FOR PROCESSING. AFTER THE ACCOUNTS PAYABLE DEPARTMENT REVIEWS THE INVOICE TO ENSURE VENDOR IS PAID IN ACCORDANCE WITH VARIOUS GUIDELINES, RULES AND PROCEDURES, THE ACCOUNTS PAYABLE DEPARTMENT WILL ENTER THE INVOICE INFORMATION INTO THE AP SYSTEM AND WILL REVIEW THE INVOICE TO ENSURE THAT APPROPRIATE APPROVAL SIGNATURES ARE INCLUDED ON THE INVOICE.
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsCENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statementsSUB-SAHARAN AFRICA-Accrual

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
ZURI GROUP
328 NW Bond Street Suite 200BendOR97703FUND RAISING STRATEGYfalse$0$15,000-$15,000
MELICHAR CONSULTING
233 POTEET PLACEFRANKLINTN37064ADVANCEMENT CONSULTINGfalse$0$19,118-$19,118
MARTS AND LUNDY
160 Chubb Avenue Suite 303LYNDHURSTNJ07071STRATEGIC PLANNINGfalse$0$28,271-$28,271
DIFFSTRAT COMPANY
3950 River Ridge Drive NE Suite ACEDAR RAPIDSIA52402ADVANCEMENT CONSULTINGfalse$0$49,850-$49,850
EAB
1920 EAST PARNHAM ROADRICHMONDVA23228ADVANCEMENT CONSULTINGfalse$0$71,534-$71,534
GENEROUS CHANGE LLC
2559 ALABAMA STREETLAWRENCEKS66046ADVANCEMENT CONSULTINGfalse$0$14,400-$14,400
WASHBURN AND MCGOLDRICK LLC
24 N BRYN MAWR 252BRYN MAWRPA19010ADVANCEMENT CONSULTINGfalse$0$20,263-$20,263
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$218,436TotalRetainedByContractorsAmt
Total Net To Organization-$218,436TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1HFC GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$280,170GrossReceiptsEvent1Amt
Charitable Contri Event1$147,885CharitableContriEvent1Amt
Gross Revenue Event1$132,285GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$0NonCashPrizesEvent1Amt
Rent Facility Costs Event1$0RentFacilityCostsEvent1Amt
Food And Beverage Event1$53,850FoodAndBeverageEvent1Amt
Entertainment Event1$0EntertainmentEvent1Amt
Other Direct Expenses Event1$80,047OtherDirectExpensesEvent1Amt
Event2KPTA SPECIAL EVENTEvent2Nm
Gross Receipts Event2$278,990GrossReceiptsEvent2Amt
Charitable Contri Event2$214,381CharitableContriEvent2Amt
Gross Revenue Event2$64,609GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$0NonCashPrizesEvent2Amt
Rent Facility Costs Event2$0RentFacilityCostsEvent2Amt
Food And Beverage Event2$29,224FoodAndBeverageEvent2Amt
Entertainment Event2$0EntertainmentEvent2Amt
Other Direct Expenses Event2$7,979OtherDirectExpensesEvent2Amt
Other Events Total4OtherEventsTotalCnt
Gross Receipts Other Events$155,914GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$55,630CharitableContriOtherEventsAmt
Gross Revenue Other Events$100,284GrossRevenueOtherEventsAmt
Cash Prizes Other Events$0CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$0NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$0RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$59,191FoodAndBeverageOtherEventsAmt
Entertainment Other Events$0EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$50,669OthDirectExpnssOtherEventsAmt
Gross Receipts Total$715,074GrossReceiptsTotalAmt
Charitable Contributions Tot$417,896CharitableContributionsTotAmt
Gross Revenue Total Events$297,178GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$0NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$0RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$142,265FoodAndBeverageTotalEventsAmt
Entertainment Total Events$0EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$138,695OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$280,960DirectExpenseSummaryEventsAmt
Net Income Summary$16,218NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1FORT WORTH CHAMBER OF COMMERICEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1777 TAYLOR STREET SUITE 900AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76102ZIPCd
FieldValueIRS element (for citing)
Recipient EIN720275060RecipientEIN
IRC Section501(C)(6)IRCSectionDesc
Cash Grant$50,000CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceNONENonCashAssistanceDesc
Purpose Of GrantECONOMIC DEVELOPMENT GRANTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
FINANCIAL AID EXPENSE5969$219,491,108$0N/ANONE
GRADUATE FINANCIAL AID1491$26,746,395$0N/ANONE
GRANTS IN AID467$5,870,219$0N/ANONE
STIPENDS756$7,005,900$0N/ANONE
TUITION EQUALIZATION GRANTS958$3,682,233$0N/ANONE

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationBy institutional policy, TCU's office of scholarship and financial aid acts as the final approval authority for all financial aid eligibility determination. Each student's award package is reviewed to ensure compliance with applicable regulatory requirements, and in the case of restricted institutional funds, with the donor's intent and wishes. Academic scholarship eligibility is based on a scoring matrix that evaluates an individual student's success using national test scores, high school GPA, and rigor of curriculum. Those who have excelled academically are generally given the largest share of university funded dollars. Institutionally funded need-based financial aid programs are based on eligibility established by use of an Institutional Methodology, with family financial information submitted to the CSS Profile. The financial aid office also works closely with the donor relations division of university advancement to ensure that our donors' wishes are met when matching funds to students. All donors of endowed awards are provided with a "scholarship agreement" outlining the university's understanding of the donor's intent. These agreements must be approved by both the director of financial aid, and the vice-chancellor for advancement, to ensure that the university has the capability to identify appropriate recipients. In addition to institutionally funded grants and scholarships, TCU manages and accepts fiduciary responsibility for a variety of federal and state funded financial aid programs. Eligibility for all federal and state funded financial aid is based solely on the results of the FAFSA, using required Federal Methodology. Prior to disbursement, each recipient must pass a variety of edit checks, or "disbursement rules" to ensure that the student is enrolled in classes and has submitted all required documentation needed to satisfy program eligibility. After disbursement, student aid recipients are reviewed at the end of the 100% tuition refund period for a final enrollment status determination. Students who received aid based on projected full-time enrollment, but who have dropped below 12 credit hours, are subject to an adjustment of their aid package. At the end of the 25%, and final refund period, students are again reviewed and subject to aid adjustment based on final costs for the term. Aid recipients are monitored on a regular basis throughout the academic year. Files are reviewed weekly to identify updated FAFSA and Profile applications, and adjustments are made when required. Reports are submitted to the Texas higher education coordinating board periodically for review of state aid recipients, and the university is subject to periodic audits and reviews from both entities. Academic success is the ultimate goal of all aid programs, and satisfactory academic progress is reviewed at the end of each term. At a minimum, full-time students are required to complete at least 75% of attempted hours and obtain a 2.00 GPA to meet renewal requirements. Most TCU funded awards require a minimum GPA of 2.50. Academic scholarships require a 3.25 GPA. Once posted to student accounts, the office of student financial services also monitors award amounts in relation to specific charges. Award amounts that appear to be out of norm are referred back to the financial aid office for review.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssfalseWrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionYes (true)InitialContractExceptionInd
Rebuttable Presumption ProcYes (true)RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Victor J Boschini Jr
Chancellor$1,309,512$0$0$0$461,956$0$378,992$0$173,015$0$2,323,475$0$275,000$0
Brian G Gutierrez
VC Finance & Administration$617,752$0$0$0$60,212$0$101,033$0$35,210$0$814,207$0$0$0
Donald J Whelan Jr
VC University Advancement$582,229$0$0$0$59,464$0$42,700$0$32,445$0$716,838$0$0$0
Teresa Abi-Nader Dahlberg
Provost VC Academic Affairs$633,429$0$0$0$29,708$0$23,200$0$22,843$0$709,180$0$0$0
Tracy D Syler-Jones
VC Marketing & Communication$326,976$0$0$0$29,530$0$42,700$0$25,555$0$424,761$0$0$0
Kathryn M Cavins Tull
VC Student Affairs$330,238$0$0$0$35,073$0$42,200$0$24,981$0$432,492$0$0$0
Yohna J Chambers
VC Human Resources$278,125$0$0$0$41,620$0$23,017$0$25,268$0$368,030$0$0$0
Jean M Pickett
Board Secretary$197,765$0$0$0$7,235$0$22,083$0$11,974$0$239,057$0$0$0
Jeremiah Donati
Athletic Director$816,599$0$44,500$0$91,144$0$84,950$0$32,511$0$1,069,704$0$0$0
James R Hille
Chief Investment Officer$385,300$0$336,924$0$272,412$0$34,575$0$20,878$0$1,050,089$0$173,753$0
Jason R Safran
Chief Investment Officer$375,371$0$107,925$0$70,571$0$29,200$0$33,519$0$616,586$0$0$0
Bryan C Lucas
Chief Technology Officer$320,786$0$0$0$7,962$0$82,645$0$33,519$0$444,912$0$0$0
Cheryl L Kennon
Assoc. VC & Controller$245,849$0$0$0$4,861$0$19,915$0$23,382$0$294,007$0$0$0
Todd S Waldvogel
Assoc. VC Facilities & Campus Planning$237,586$0$0$0$8,137$0$19,128$0$2,983$0$267,834$0$0$0
Gary A Patterson
Head Football Coach$4,843,382$0$0$0$12,209,115$0$41,075$0$110,829$0$17,204,401$0$0$0
James P Dixon
Mens Basketball Coach$3,374,013$0$0$0$378,774$0$23,200$0$32,360$0$3,808,347$0$0$0
Stuart D Flynn
Dean of the Medical School$786,909$0$0$0$83,306$0$41,692$0$38,607$0$950,514$0$0$0
Kirk C Saarloos
Head Baseball Coach$743,120$0$7,500$0$78,843$0$23,200$0$33,121$0$885,784$0$0$0
Jennifer R Pebley
Head Coach Basketball Women$666,289$0$5,000$0$84,294$0$23,200$0$87,087$0$865,870$0$0$0
Kimberly K Adams
Former Assoc. VC & Controller$198,178$0$0$0$979$0$16,232$0$117,457$0$332,846$0$0$0
Raymond Nowell Donovan
Former Provost VC Academic Affairs$230,988$0$0$0$19,583$0$37,814$0$27,040$0$315,425$0$0$0

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelCHARTER TRAVEL WAS PROVIDED TO CHANCELLOR VICTOR BOSCHINI, VICE CHANCELLORS, ATHLETIC DIRECTOR, AND COACHES FOR PURPOSES OF TRAVEL TO CERTAIN ATHLETIC EVENTS AS APPROVED. CHARTER TRAVEL WAS PROVIDED TO CHANCELLOR BOSCHINI AND VICE CHANCELLORS FOR DONOR VISITS, VISITS TO OTHER UNIVERSITIES, AND FUNERAL SERVICES FOR UNIVERSITY CONSTITUENTS, AS APPROVED. SOCIAL CLUB DUES AND INITIATION FEES WERE PROVIDED IN ACCORDANCE WITH EMPLOYMENT CONTRACTS OR APPROVAL BY THE CHANCELLOR IN ACCORDANCE WITH THE PERSON'S POSITION. THE VICE CHANCELLOR FOR FINANCE AND ADMINISTRATION AND THE INTERIM ASSOCIATE VICE CHANCELLOR AND CONTROLLER REVIEW THE CHANCELLOR'S EXPENSES. OTHER BENEFITS LISTED IN LINE 1A WERE PROVIDED FOLLOWING WRITTEN POLICIES AND EMPLOYMENT CONTRACTS.
Schedule J, Part I, Line 1a Travel for companionsTRAVEL FOR COMPANIONS WAS PROVIDED TO JAMES P. DIXON II AND JENNIFER RAEGAN PEBLEY, AND WAS TAXED TO THEM AS A PERSONAL FRINGE BENEFIT.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useTCU PROVIDES THE CHANCELLOR WITH A HOUSE AND REQUIRES HIM TO USE IT AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE UNIVERSITY. THEREFORE, NO COMPENSATION HAS BEEN INCLUDED FOR SUCH USE. AN INDEPENDENT THIRD PARTY WAS ENGAGED TO VALUE THE HOUSING BENEFIT OF THE RESIDENCE; THE ESTIMATED THE VALUE OF THE BENEFIT IS $140,979.
Schedule J, Part I, Line 1a Health or social club dues or initiation feesSOCIAL CLUB DUES WERE PROVIDED FOR VICTOR BOSCHINI, KATHRYN CAVINS TULL, JAMES P. DIXON, JEREMIAH DONATI, STUART FLYNN, JAMES HILLE, GARY PATTERSON, JENNIFER RAEGAN PEBLEY, KIRK SAARLOOS, AND DONALD WHELAN. THE PERSONAL VALUE OF THE CLUB DUES WAS TAXED AS A PERSONAL FRINGE BENEFIT. SOCIAL CLUB DUES FOR BUSINESS PURPOSES WERE PROVIDED FOR TERESA ABI-NADER DAHLBERG AND JASON R. SAFRAN.
Schedule J, Part I, Line 1a Personal servicesTHE CHANCELLOR RECEIVES LIMITED PERSONAL HOUSEKEEPING SERVICES AND WAS TAXED AS A PERSONAL FRINGE BENEFIT FOR THE VALUE OF THE PERSONAL SERVICES.
Schedule J, Part I, Line 1b Written policy regarding payment or reimbursement of expensesCHARTER TRAVEL AND SOCIAL CLUB DUES ARE APPROVED IN ACCORDANCE WITH THE PERSON'S POSITION. THE VICE CHANCELLOR FOR FINANCE AND ADMINISTRATION AND THE INTERIM ASSOCIATE VICE CHANCELLOR AND CONTROLLER REVIEW THE CHANCELLOR'S EXPENSES. OTHER BENEFITS LISTED IN LINE 1A WERE PROVIDED FOLLOWING WRITTEN POLICIES AND EMPLOYMENT CONTRACTS.
Schedule J, Part I, Line 4a Severance or change-of-control paymentGARY PATTERSON RECEIVED A LUMP SUM SERARATION PAYMENT OF $11,449,656 DURING 2021.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan$336,292 IN DEFERRED COMPENSATION WAS ACCRUED DURING 2021 AS PART OF THE ARRANGEMENT FOR THE FISCAL YEAR ENDING 5/31/2022 FOR VICTOR BOSCHINI. $25,000 WAS PAID OUT ON 06-30-21, AND $210,000 WILL BE PAYABLE AS OF 05/31/22. THE REMAINING BENEFIT OF $101,292 WILL BE PAID OUT AS OF 05/31/24, IF HE IS STILL EMPLOYED AS CHANCELLOR. $345,331 IN PREVIOUSLY EARNED DEFERRED COMPENSATION WAS PAID TO VICTOR BOSCHINI DURING 2021. PAYMENT OF THIS AMOUNT IS INCLUDED IN OTHER REPORTABLE COMPENSATION IN 2021. THE ACCRUAL OF $275,000 OF THIS AMOUNT WAS REPORTED IN FORM 990 IN PRIOR YEARS. $58,333 IN DEFERRED COMPENSATION WAS ACCRUED BUT NOT PAID DURING 2021 FOR BRIAN GUTIERREZ. THE ACCRUED AMOUNT WAS PAID OUT TO HIM ON 01/03/22, WHEN HE RETIRED FROM THE UNIVERSITY AS VICE CHANCELLOR FOR FINANCE AND ADMINISTRATION. JAMES HILLE RETIRED FROM THE UNIVERISTY ON 07/31/21. HE RECEIVED $336,924 IN INCENTIVE COMPENSATION DURING CALENDAR YEAR 2021; THE PAYMENT IS INCLUDED IN BONUS & INCENTIVE COMPENSATION IN 2021. HE ALSO RECEIVED $182,513 PAYMENT OF PREVIOUSLY EARNED DEFERRED COMPENSATION DURING CALENDAR YEAR 2021; PAYMENT OF THIS AMOUNT IS INCLUDED IN OTHER REPORTABLE COMPENSATION IN 2021. THE ACCRUAL OF $173,753 OF THIS AMOUNT WAS REPORTED IN FORM 990 IN PRIOR YEARS. $59,444 IN DEFERRED COMPENSATION WAS ACCRUED BUT NOT PAID DURING 2021 FOR BRYAN LUCAS. OF THIS TOTAL OF THE ACCRUED AMOUNT, $40,000 WILL BE VESTED AS OF 5/31/2022 IF STILL EMPLOYED AS CHIEF TECHNOLOGY OFFICER; THE REMAINING BALANCE OF $19,444 WILL BE VESTED AS OF 05/31/24. JASON R. SAFRAN BECAME CHIEF INVESTMENT OFFICER UPON JAMES HILLE'S RETIREMENT ON 07/31/21. HE RECEIVED $57,925 PAYMENT IN INCENTIVE COMPENSATION DURING CALENDAR YEAR 2021; THE PAYMENT IS INCLUDED IN BONUS & INCENTIVE COMPENSATION IN 2021. HE ALSO RECEIVED $60,893 PAYMENT OF PREVIOUSLY EARNED DEFERRED COMPENSATION DURING CALENDAR YEAR 2021; PAYMENT OF THIS AMOUNT IS INCLUDED IN OTHER REPORTABLE COMPENSATION IN 2021. NONE OF THESE AMOUNTS HAVE BEEN REPORTED PREVIUOUSLY IN FORM 990 IN PRIOR YEARS. JEREMIAH DONATI ENTERED INTO A DEFERRED COMPENSATION AGREEMENT WITH TCU, AS PART OF HIS ORIGINAL EMPLOYMENT AGREEMENT, IN 2021. $43,750 IN DEFERRED COMPENSATION WAS ACCRUED BUT NOT PAID DURING 2021; THE ACCRUED AMOUNT WILL BE VESTED AS OF 5/31/2023 IF STILL EMPLOYED AS DIRECTOR OF ATHLETICS.
Schedule J, Part I, Line 7 Non-fixed paymentsNON-FIXED PAYMENTS WERE MADE, AS FOLLOWS: JEREMIAH DONATI RECEIVED A $44,500 PERFORMANCE BONUS. JENNIFER RAEGAN PEBLEY RECEIVED A $5,000 PERFORMANCE BONUS. JASON R. SAFRAN RECEIVED A $50,000 PERFORMANCE BONUS. KIRK C. SAARLOOS RECEIVED A $7,500 PERFORMANCE BONUS.
Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exceptionKIRK C. SAARLOOS WAS PROMOTED TO MEN'S HEAD BASEBALL COACH IN 2021 AND ENTERED INTO A CONTRACT WITH TCU IN 2021, WHICH WAS THE FIRST CONTRACT THAT HE SIGNED WITH TCU. HE WAS STILL UNDER THAT CONTRACT IN 2021.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
RED RIVER EDUCATION FINANCE CORPORATION S2006
A752791247756872DU82006-02-15$80,000,000TO FINANCE CAMPUS CONSTRUCTIONfalsefalsefalse
RED RIVER EDUCATION FINANCE CORPORATION S2013
B752791247756872JC22013-09-19$103,111,809TO FINANCE CAMPUS CONSTRUCTIONYes (true)falsefalse
RED RIVER EDUCATION FINANCE CORPORATION S2016A
C752791247756872KS52016-01-28$37,602,546TO REFUND SERIES 2007 BONDSfalsefalsefalse
RED RIVER EDUCATION FINANCE CORPORATION S2016
D7527912470000000002016-01-29$35,250,000TO REFUND SERIES 2006A BONDSfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$83,903,941$0$3,227,336$0$348,933$0$0$80,327,672$0$02008falsefalseYes (true)Yes (true)
B$12,131,019$88,455,000$103,121,019$0$0$0$901,243$0$0$102,219,776$0$02016falsefalseYes (true)Yes (true)
C$7,075,437$0$37,602,546$0$0$0$455,737$0$0$0$37,146,809$0falseYes (true)Yes (true)Yes (true)
D$10,485,000$0$35,250,000$0$0$0$274,973$0$0$0$34,975,027$0Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0.00.00.0falsefalseYes (true)
Bfalsefalsefalsefalse0.00.00.0falsefalseYes (true)
Cfalsefalsefalsefalse0.00.00.0falsefalseYes (true)
Dfalsefalsefalsefalse0.00.00.0falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
Merrill Lynch Capital Services
AfalsefalseYes (true)Yes (true)Yes (true)Yes (true)30.0falsefalseYes (true)Bayerische Landesbank1.6Yes (true)falseYes (true)
(no name)
BfalsefalsefalseYes (true)falsefalsefalsefalseYes (true)
(no name)
CfalseYes (true)falsefalsefalsefalsefalseYes (true)
(no name)
DfalsefalsefalseYes (true)falsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part II, Line 3 PROCEEDS OF ISSUE - SCHEDULE K, PART II, LINE 3:TOTAL PROCEEDS OF ISSUES DIFFERS FROM ISSUE PRICE AS A RESULT OF UNSPENT BOND PROCEEDS GENERATING INVESTMENT INCOME. INVESTMENT INCOME WAS ADDED TO THE ISSUE PRICE TO ARRIVE AT TOTAL PROCEEDS.
Schedule K, Part III PRIVATE BUSINESS USE - SCHEDULE K, PART III:TCU HAS ELECTED TO USE PRIVATE FUNDING OR ITS OWN FUNDING FOR ANY PORTION OF THE FACILITIES WHERE PRIVATE BUSINESS USE MAY OCCUR, LEAVING THE BOND PROCEEDS TO BE USED EXCLUSIVELY FOR THE CONSTRUCTION OF THE REMAINING NON-PRIVATE-USE AREAS.
Schedule K, Part IV, Line 2c COLUMN AIssuer name: RED RIVER EDUCATION FINANCE CORPORATION S2006 The calculation for computing no rebate due was performed on 02/27/2008
Schedule K, Part IV, Line 2c COLUMN BIssuer name: RED RIVER EDUCATION FINANCE CORPORATION S2013 The calculation for computing no rebate due was performed on 09/19/2018
Schedule K, Part IV, Line 2c COLUMN DIssuer name: RED RIVER EDUCATION FINANCE CORPORATION S2016 The calculation for computing no rebate due was performed on 05/31/2016
Schedule K, Part IV, Line 2c COLUMN AIssuer name: RED RIVER EDUCATION FINANCE CORPORATION S2017 The calculation for computing no rebate due was performed on 05/31/2020

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1RED RIVER EDUCATION FINANCE CORPORATION S2017BusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN752791247BondIssuerEIN
CUSIP000000000CUSIPNum
Bond Issued2017-12-20BondIssuedDt
Issue Price$31,628,000IssuePriceAmt
PurposeTO REFUND S2010 BONDSPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$1,301,000RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$31,628,000TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$171,237IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$0CapitalExpendituresAmt
Other Spent Proceeds$31,456,763OtherSpentProceedsAmt
Unspent$0UnspentAmt
Refunding Tax Exempt BondsfalseRefundingTaxExemptBondsInd
Refunding Taxable BondsYes (true)RefundingTaxableBondsInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropfalseMgmtContractBondFincdPropInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Private Bus Use By Others0.0PrivateBusUseByOthersPct
Private Bus Concerning UBI0.0PrivateBusConcerningUBIPct
Total Private Business Use0.0TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetfalseRebateNotDueYetInd
Exception To RebatefalseExceptionToRebateInd
No Rebate DueYes (true)NoRebateDueInd
Variable Rate IssuefalseVariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NONEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgNONERelationshipWithOrgTxt
Cash Grant$113,845CashGrantAmt
Type Of AssistanceFINANCIAL AIDTypeOfAssistanceTxt
Assistance PurposeMERIT SCHOLARSHIPSAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
BUSINESS JET ACCESS
TRUSTEE AS OWNER$222,847CHARTER AIR TRAVELfalse
PROFESSIONAL TURF PRODUCTS
TRUSTEE AS OWNER$200,321LANDSCAPING EQUIPMENTfalse
TRENT ASHLEY TULL
SPOUSE OF OFFICER$77,275COMPENSATIONfalse

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$91,225NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution82ContributionCnt
Noncash Contributions Rpt F990$8,273,517NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Scientific Specimens ScientificSpecimensGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesNONEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)HORSES3$785,000Market value
Yes (X)Cryptocurrency1$25Market value
Yes (X)PIANO1$0NONE
FieldValueIRS element (for citing)
Form8283 Received4Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I EXPLANATIONS OF REPORTING METHOD FOR NUMBER OF CONTRIBUTIONSOTHER, HORSES - NUMBER OF ITEMS CONTRIBUTED SECURITIES, PUBLICLY TRADED - IN PART I, COLUMN B, TCU IS REPORTING THE RECEIPT OF THESE NONCASH CONTRIBUTIONS BASED ON THE NUMBER OF CONTRIBUTIONS, WHICH AT TIMES ALSO EQUALS THE NUMBER OF ITEMS RECEIVED. CRYPTOCURRENCY - NUMBER OF CONTRIBUTIONS SCIENTIFIC SPECIMENS - NUMER OF CONTRIBUTIONS PIANO - NUMBER OF CONTRIBUTIONS BOOKS AND PUBLICATIONS - NUMBER OF CONTRIBUTIONS
Schedule M, Part I Explanations of reporting method for number of contributionsOther - HORSES NUMBER OF ITEMS CONTRIBUTED Securities - Publicly traded - IN PART I, COLUMN B, TCU IS REPORTING THE RECEIPT OF THESE NONCASH CONTRIBUTIONS BASED ON THE NUMBER OF CONTRIBUTIONS, WHICH AT TIMES ALSO EQUALS THE NUMBER OF ITEMS RECEIVED. Other - Cryptocurrency Cryptocurrency - number of contributions Books and publications - NUMBER OF CONTRIBUTIONS Scientific specimens - NUMBER OF CONTRIBUTIONS Other - PIANO NUMBER OF CONTRIBUTIONS

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (18 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4a "INSTRUCTION AND FINANCIAL AID:"The TCU Neeley School of Business continues to earn national recognition with rankings of distinction, including being named in the Top 25 for Best Undergraduate Business Programs by Poets&Quants for Undergrads as No. 21 in the nation and No. 1 in Texas. Also from Poets&Quants, the TCU Neeley academic experience was ranked No. 7 and No. 16 for career outcomes in the U.S. Based on the school's strength in leadership innovation and alumni satisfaction, TCU Neeley was recognized as one of the "Top 10 Undergraduate Business Schools to Watch in 2022" by Poets&Quants. TCU Neeley was ranked No. 9 for Best Undergraduate School (fewer than 10,000 students) for Entrepreneurial Studies in 2022, according to The Princeton Review and Entrepreneur magazine and was ranked No. 25 for Best Entrepreneurship Program in 2022 by U.S. News & World Report. The MBA program was ranked 8th for Best MBA for Operations in 2023 by The Princeton Review and ranked 2nd for MBA Faculty Quality by The Economist in 2022. Also, Neeley ranked No. 26 in "The World's Best MBA Programs for Entrepreneurship In 2023" by Poets&Quants. The graduate supply chain program received a ranking of18th in North America by Gartner and the undergraduate programs were ranked 17th in 2022. The Executive MBA program is ranked No. 13 in the world, No. 4 in the U.S. and No. 1 in Texas by The Economist. The accounting program is currently ranked No. 20 in the U.S. for undergraduate programs compared to programs of a similar size, and the graduate program was ranked No. 21 for programs in the same size category by the Public Accounting Report. THE BOB SCHIEFFER COLLEGE OF COMMUNICATION OFFERS PROGRAMS IN COMMUNICATION STUDIES, FILM-TELEVISION-DIGITAL MEDIA, JOURNALISM AND STRATEGIC COMMUNICATION. THE COLLEGE'S AWARD-WINNING STUDENT ACTIVITIES INCLUDE: ADVERTISING AND PUBLIC RELATIONS CAMPAIGN TEAMS, KTCU CAMPUS RADIO STATION, NEWS GROUPS AND PUBLICATIONS, SPEECH AND DEBATE TEAM, AND TWO STRATEGIC COMMUNICATION AGENCIES THAT SERVE EXTERNAL (ROXO) AND INTERNAL (SCHIEFFER ASSOCIATES) CLIENTS. THE COLLEGE OF EDUCATION PREPARES EDUCATORS AND LEADERS FOR DIVERSE, GLOBAL EDUCATIONAL SETTINGS THROUGH MEANINGFUL SCHOLARSHIP, PEDAGOGY, AND PRACTICE. DEPARTMENTS HOUSED WITHIN THE COLLEGE INCLUDE THE DEPARTMENT OF TEACHING AND LEARNING SCIENCES, THE DEPARTMENT OF EDUCATIONAL LEADERSHIP & HIGHER EDUCATION, AND THE DEPARTMENT OF COUNSELING, SOCIETAL CHANGE, AND INQUIRY. THE TEACHER PREPARATION PROGRAM HAS BEEN RECOGNIZED FOR EXEMPLARY, CULTURALLY RESPONSIVE TEACHER PREPARATION. STUDENTS IN THIS PROGRAM CHOOSE FROM EARLY CHILDHOOD TO SIXTH GRADE EDUCATION, MIDDLE SCHOOL EDUCATION, OR SECONDARY EDUCATION WITH A VARIETY OF CONCENTRATIONS AND CERTIFICATION AREAS. THE COLLEGE BOASTS A NEARLY 100 PERCENT TEACHER PLACEMENT RATE AND NEAR 100 PERCENT PASS RATE ON STATE CERTIFICATION EXAMS. AMONG NON-TEACHER CERTIFICATION UNDERGRADUATE PROGRAMS, STUDENTS CHOOSE FROM YOUTH ADVOCACY OR INTERDISCIPLINARY STUDIES. ADVANCED DEGREES ARE OFFERED IN CURRICULUM AND INSTRUCTION, COUNSELING, SPECIAL EDUCATION, EDUCATIONAL LEADERSHIP, HIGHER EDUCATION, AND SCIENCE EDUCATION. TCU IS THE ONLY UNIVERSITY IN THE NATION WITH TWO ON-CAMPUS SPECIAL EDUCATION LABORATORY SCHOOLS, STARPOINT AND KINDERFROGS SCHOOL. The College of Fine Arts at TCU is guided by our mission to prepare the next generation of creative leaders in the arts and champion the value of the arts as essential for learning and living in a global society. We combine creative excellence with a strong liberal arts education to prepare our graduates for careers and tangible experiences beyond the fundamentals of the classroom. Our students, faculty, and alumni are deeply invested in the Fort Worth community supporting collaborations with local school districts and professional arts organizations that include the Amon Carter Museum, The Cliburn, Fort Worth Symphony Orchestra, Fort Worth Opera, Kimbell Museum, Modern Art Museum of Fort Worth, and the Texas Ballet Theater. These partnerships cultivate important relationships and experiences that reinforce our mission to equip future creative leaders for success. The John V. Roach Honors College is a learning community of approximately 1200 students of excellence who seek to embody the University's core mission: to educate individuals to "think and act as ethical leaders and responsible citizens in the global community." By honoring the complexities of knowledge in all realms of learning, including the quest to discover one's own mind and voice, the Honors College prepares students for the world. Honors students enjoy small classes that promote high levels of inquiry, engagement, and feedback along with unparalleled opportunities for faculty-mentored research - projects that frequently become platforms for post-undergraduate work. An Honors-enriched TCU education is truly transformative: enriching students' knowledge within and beyond their majors, strengthening their commitments to intellectual honesty, courage, and dialogue, and empowering them to be agents of respectful deliberation and positive change.
Form 990, Part III, Line 4c "AUXILIARY ACTIVITIES:"TEXAS CHRISTIAN UNIVERSITY OPERATES AUXILIARY ACTIVITIES THAT EXIST TO FURNISH GOODS OR SERVICES TO STUDENTS, FACULTY, AND STAFF, AND THAT CHARGE A FEE DIRECTLY RELATED TO, ALTHOUGH NOT NECESSARILY EQUAL TO, THE COST OF THE GOODS OR SERVICES. AUXILIARY ACTIVITIES AT TEXAS CHRISTIAN UNIVERSITY CONSIST PRIMARILY OF RESIDENCE HALLS, DINING SERVICES, CONFERENCE SERVICES, THE UNIVERSITY BOOKSTORE, TCU PRESS, EXECUTIVE EDUCATIONAL PROGRAMS, AND MUSIC PREPARATORY PROGRAMS. TEXAS CHRISTIAN UNIVERSITY IS PRIMARILY A RESIDENTIAL CAMPUS, WITH ALMOST ONE HALF OF THE UNDERGRADUATE POPULATION LIVING ON CAMPUS.
Form 990, Part III, Line 4b "STUDENT SERVICES:"TEXAS CHRISTIAN UNIVERSITY OFFERS STUDENT SERVICES, AND THE PRIMARY PURPOSE IS TO CONTRIBUTE TO THE STUDENT'S EMOTIONAL AND PHYSICAL WELL-BEING AND TO HIS OR HER INTELLECTUAL, CULTURAL, AND SOCIAL DEVELOPMENT OUTSIDE THE CONTEXT OF THE FORMAL INSTRUCTION PROGRAM. STUDENT SERVICES CONSISTS PRIMARILY OF INTERCOLLEGIATE ATHLETICS, THE HEALTH AND COUNSELING CENTER, OFFICE OF ADMISSIONS, REGISTRAR, STUDENT DEVELOPMENT SERVICES, CAREER CENTER, CAMPUS LIFE, CAMPUS RECREATION, CAMPUS MINISTRY, STUDENT GOVERNMENT, STUDENT ACTIVITIES, COMMUNITY INVOLVEMENT, INTERCULTURAL AND OUTREACH SERVICES, I.D. CARD OFFICE, AND ORIENTATION.
Form 990, Part III, Line 4d FORM 990, PART III, LINE 4D:ALL OTHER PROGRAM SERVICES INCLUDES RESEARCH AND ACADEMIC SUPPORT. RESEARCH CONSISTS OF EXPENDITURES FOR RESEARCH AND DEVELOPMENT ACTIVITIES THAT ARE FUNDED BY GRANTS OR CONTRACTS FROM FEDERAL, STATE OR LOCAL GOVERNMENTS, FOUNDATIONS OR OTHER OUTSIDE PARTIES. ACADEMIC SUPPORT CONSISTS OF THE OPERATION OF THE UNIVERSITY'S CENTRAL LIBRARY SYSTEM, WRITING CENTER, INSTRUCTIONAL AND ACADEMIC SERVICES, THE LABORATORY SCHOOL FOR LEARNING DISABLED STUDENTS, EARLY CHILDHOOD EDUCATION PROGRAMS, ACADEMIC AFFAIRS, AND THE OPERATION OF TECHNOLOGY RESOURCES FOR THE CAMPUS COMMUNITY. THE CENTRAL LIBRARY SYSTEM OFFERS STUDENTS AND FACULTY ACCESS TO OVER 2 MILLION BOOKS AND AUDIO-VISUAL MATERIALS, AND A NUMBER OF COLLECTIONS.
Form 990, Part III, Line 4a 'INSTRUCTION AND FINANCIAL AID"THE MISSION OF THE ADDRAN COLLEGE OF LIBERAL ARTS IS TO ADVANCE LIFE-LONG LEARNING AND DISCOVERY IN THE HUMANITIES, LANGUAGES, AND SOCIAL SCIENCES TO ENHANCE OUR SOCIETY, ELEVATE THE HUMAN CONDITION, AND DEVELOP ETHICAL LEADERS. PROFESSIONAL AND PRE-PROFESSIONAL CURRICULA ARE DELIVERED THROUGH 13 ACADEMIC DEPARTMENTS AND INTERDISCIPLINARY INITIATIVES, INCLUDING, THE CENTER FOR DIGITAL EXPRESSION, THE CENTER FOR TEXAS STUDIES, THE CENTER FOR URBAN STUDIES, AND THE CENTER FOR LANGUAGES AND CULTURES. TCU STARTED A NEW ALLOPATHIC MEDICAL SCHOOL IN 2015, INITIALLY IN PARTNERSHIP WITH UNTHSC; THE ANNE BURNETT MARION SCHOOL OF MEDICINE IS REDEFINING MEDICAL EDUCATION BY ABANDONING AN OUTDATED LECTURE MODEL AND ELEVATING THE CLINICAL EXPERIENCE. OUR MISSION IS TO TRANSFORM HEALTH CARE BY INSPIRING EMPATHETIC SCHOLARS. THIS IS ACCOMPLISHED THROUGH SEVERAL NOVEL MODALITIES. COMMUNICATION IS EMBEDDED THROUGHOUT THE CURRICULUM TO CREATE EXCEPTIONAL COMPASSIONATE COMMUNICATORS AND ACTIVE LISTENERS. THE CURRICULUM IS WHOLLY CENTERED ON THE PATIENT, ALLOWING STUDENTS TO RETAIN THE EMPATHY WITH WHICH THEY START MEDICAL SCHOOL. STUDENTS BEGIN SEEING PATIENTS FROM THEIR FIRST WEEK IN MEDICAL SCHOOL AND HAVE ONE-ON-ONE MENTORING RELATIONSHIPS WITH CLINICAL FACULTY FOR ALL FOUR YEARS. PHYSICIAN DEVELOPMENT COACHES FOSTER A PERSONAL RELATIONSHIP THAT CONTRIBUTES TO STUDENT PROFESSIONAL IDENTITY FORMATION WHILE PROVIDING AN ADDITIONAL LAYER OF SUPPORT TOWARD OUR STUDENTS' ACADEMIC SUCCESS AND WELLNESS. STUDENTS LEARN IN AN ADULT-LEARNER MODEL USING FLIPPED CLASSROOMS AND NO LECTURES. WE ALSO UTILIZE AUGMENTED/ARTIFICIAL INTELLIGENCE AND MIXED REALITY TO ADVANCE HOW STUDENTS LEARN AS WE PREPARE THEM FOR THE FUTURE. Students in the Harris College of Nursing & Health Sciences study varied health disciplines, including nursing, communication sciences and disorders, kinesiology, social work and nurse anesthesia. All are "helping professions" dedicated to improving people's lives and transforming global health care. Harris graduates consistently score higher than the national average on their licensing and certification exams. Each academic unit has external accreditation requirements and consistently performs well in these external measures. Faculty members are involved in significant research areas such as pharmacogenetics, obesity prevention, voice disorders, homelessness and patient safety. U.S. News & World Report also ranked TCU # 28 in the 2021 Best Doctor of Nursing Practice programs, #29 in Best Nursing Anesthesia programs, and #72 in Best Speech-Language Pathology programs. THE COLLEGE OF SCIENCE & ENGINEERING OFFERS UNDERGRADUATE MAJORS IN ASTRONOMY & PHYSICS, BIOCHEMISTRY, BIOLOGY, BIOPHYSICS, CHEMISTRY, CHILD DEVELOPMENT, COMPUTER SCIENCE, GEOLOGY, ENGINEERING, ENVIRONMENTAL SCIENCES, MATHEMATICS, NEUROSCIENCE, NUTRITIONAL SCIENCES, PSYCHOLOGY, AND RANCH MANAGEMENT. THE COLLEGE ALSO OFFERS GRADUATE DEGREES, INCLUDING AT THE DOCTORAL LEVEL IN BIOLOGY, CHEMISTRY & BIOCHEMISTRY, MATHEMATICS, PHYSICS & ASTRONOMY, AND PSYCHOLOGY. THE INSTITUTE OF ENVIRONMENTAL STUDIES LEADS INTERDISCIPLINARY EFFORTS IN THE FIELD OF SUSTAINABILITY. THE PREHEALTH PROFESSIONS INSTITUTE HAS BEEN LONG KNOWN FOR AN ACCEPTANCE RATE AT PROFESSIONAL SCHOOLS OF ABOUT TWICE THE NATIONAL AVERAGE. THE COLLEGE'S KAREN PURVIS INSTITUTE OF CHILD DEVELOPMENT HAS MADE AN IMPORTANT IMPACT IN THE LIVES OF AT-RISK CHILDREN THROUGH RESEARCH, INTERVENTION, AND THERAPY. THE RANCH MANAGEMENT AND INSTITUTE ARE WORLD RECOGNIZED. THE INSTITUTE FOR BEHAVIORAL RESEARCH CONDUCTS FEDERALLY FUNDED RESEARCH FOR EVALUATING AND IMPROVING TREATMENT STRATEGIES THAT TARGET REDUCTIONS IN DRUG ABUSE. RESEARCH OPPORTUNITIES ABOUND FOR UNDERGRADUATES THROUGHOUT THE COLLEGE. TCU ALSO OFFERS A BROAD ARRAY OF EXTENDED EDUCATION OPPORTUNITIES. TCU PROVIDES INTERNAL GRANT RESOURCES WHICH ARE AVAILABLE TO THE COLLEGES AND SCHOOLS FOR THE PURPOSE OF SPONSORING NEW AND INNOVATIVE IDEAS FOR INSTRUCTION. THESE RESOURCES ARE AWARDED ON THE BASIS OF MERIT THROUGH A COMPETITIVE PROPOSAL REVIEW PROCESS. TCU IS COMMITTED TO FOSTERING INNOVATION THROUGH THIS APPROACH AS A MEANS TO SUPPORT CONTINUOUS IMPROVEMENT IN ACADEMIC PROGRAMMING. TCU IS COMMITTED TO ENROLLING TALENTED, MOTIVATED STUDENTS FROM DIVERSE BACKGROUNDS. TO THAT END, TCU OFFERS A FULL RANGE OF SCHOLARSHIPS, FINANCIAL AID, AND FINANCING OPTIONS TO FAMILIES OF ALL INCOME LEVELS. APPROXIMATELY 80 PERCENT OF TCU STUDENTS RECEIVE SOME TYPE OF ASSISTANCE FROM THE OFFICE OF SCHOLARSHIPS AND FINANCIAL AID.
Form 990, Part III, Line 4d Description of other program services(Expenses $ 63,814,454 including grants of $)(Revenue $ 10,704,107) SEE SCHEDULE O
Form 990, Part VI, Line 13 WHISTLEBLOWER POLICYTCU'S WHISTLEBLOWER POLICY IS INCLUDED IN ITS WRITTEN CODE OF CONDUCT POLICY. THAT POLICY ADDRESSES HOW TO REPORT SUSPECTED VIOLATIONS OR CONCERNS, INCLUDING IDENTIFICATION OF STAFF MEMBERS AND OUTSIDE PARTIES TO WHOM SUCH INFORMATION CAN BE REPORTED, AS WELL AS DISCIPLINARY ACTION FOR ACTS OF RETALIATION. THE CODE OF CONDUCT POLICY HAS BEEN ADOPTED BY THE GOVERNING BOARD OF THE UNIVERSITY AS THE UNIVERSITY'S WHISTLEBLOWER POLICY.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsMARK JOHNSON AND BRYAN KING - Business relationship, KIT TENNISON MONCRIEF AND ADELAIDE MONCRIEF ROYER - Family relationship
Form 990, Part VI, Line 11b Review of form 990 by governing bodyFORM 990 IS REVIEWED INTERNALLY BY TCU'S FINANCIAL MANAGEMENT, INCLUDING THE UNIVERSITY'S CHIEF FINANCIAL OFFICER, BEFORE BEING PRESENTED TO THE UNIVERSITY'S AUDIT, RISK, AND COMPLIANCE COMMITTEE FOR REVIEW. TCU MANAGEMENT PROVIDES SPECIFIC DISCLOSURES RELATING TO INDIVIDUAL TRUSTEES, OFFICERS, KEY EMPLOYEES, AND HIGHLY COMPENSATED EMPLOYEES TO THE AFFECTED INDIVIDUALS FOR THEIR REVIEW. THE UNIVERSITY'S AUDIT, RISK, AND COMPLIANCE COMMITTEE AND CHANCELLOR REVIEW FORM 990 BEFORE IT IS DISTRIBUTED TO ALL OTHER TRUSTEES. AFTER REVIEW AT ITS SPRING MEETING, THE AUDIT, RISK, AND COMPLIANCE COMMITTEE AUTHORIZES THE ONLINE DISTRIBUTION OF FORM 990 TO ALL TRUSTEES PRIOR TO FILING WITH THE IRS. THE FORM 990 REVIEW PROCESS BY THE AUDIT, RISK, AND COMPLIANCE COMMITTEE AND DISTRIBUTION TO ALL TRUSTEES HAS BEEN FORMALLY INCORPORATED INTO TCU'S AUDIT, RISK, AND COMPLIANCE COMMITTEE CHARTER.
Form 990, Part VI, Line 12c Conflict of interest policyTCU HAS WRITTEN CONFLICT OF INTEREST POLICIES FOR ALL EMPLOYEES AS WELL AS FOR TRUSTEES. OFFICERS, TRUSTEES, AND KEY EMPLOYEES RECEIVE A WRITTEN COPY OF THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS, ALONG WITH A LIST OF THE NAMES OF OTHER OFFICERS, TRUSTEES, AND KEY EMPLOYEES. THEY ALSO RECEIVE A CONFLICT OF INTEREST STATEMENT THAT MUST BE COMPLETED AND SIGNED, AND RETURNED TO THE CHANCELLOR. THE STATEMENT REQUIRES EACH INDIVIDUAL TO DISCLOSE WHETHER THEY HAVE ANY CONFLICTS OF INTEREST AND TO DESCRIBE THE NATURE OF ANY SUCH CONFLICTS. THE STATEMENT ALSO REQUIRES THE INDIVIDUAL TO DISCLOSE FAMILY RELATIONSHIPS AND BUSINESS RELATIONSHIPS WITH TCU AS WELL AS WITH OTHER OFFICERS, TRUSTEES, OR KEY EMPLOYEES. THE CHANCELLOR'S OFFICE FOLLOWS UP TO ENSURE THAT A SIGNED CONFLICT OF INTEREST STATEMENT IS RECEIVED FROM EACH AFFECTED INDIVIDUAL. THE CHANCELLOR AND THE CHAIR OF THE BOARD OF TRUSTEES REVIEW EACH STATEMENT. ANY POTENTIAL CONFLICTS ARE ALSO REVIEWED WITH TCU'S LEGAL COUNSEL AND FOLLOW UP UNDERTAKEN AS NEEDED TO ADDRESS ANY IDENTIFIED CONCERNS. THE STATEMENTS ARE ALSO PROVIDED TO THE FINANCE DEPARTMENT FOR REVIEW AND FOR FORM 990 DISCLOSURE PURPOSES. WITH RESPECT TO SPECIFIC TRANSACTIONS INVOLVING AN EXISTING OR POTENTIAL CONFLICT OF INTEREST, THE POLICY REQUIRES DISCLOSURE TO BE MADE AT THE EARLIEST POSSIBLE TIME AND ANNUALLY AFTER THAT. IN ACCORDANCE WITH THE POLICY, TRUSTEES OR OFFICERS CANNOT VOTE ON, NOR PARTICIPATE IN DISCUSSING, ANY MATTER IN WHICH THEY HAVE A CONFLICT OF INTEREST, EXCEPT TO PROVIDE INFORMATION. THE CONFLICT OF INTEREST POLICY FOR TCU EMPLOYEES IS AVAILABLE ON TCU'S HUMAN RESOURCES WEBSITE, IN ADDITION TO THE RELATED CONFLICT OF INTEREST DISCLOSURE FORM. IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY, EMPLOYEES MUST DISCLOSE POTENTIAL CONFLICTS OF INTEREST AS SOON AS POSSIBLE AFTER THEY REALIZE THAT A CONFLICT OR POTENTIAL CONFLICT MAY HAVE ARISEN. THE DISCLOSURE MUST DETAIL THE POTENTIAL OR REAL CONFLICT OF INTEREST AND EXPLAIN HOW THE CONFLICT WILL BE MANAGED, REDUCED, OR ELIMINATED. CONFLICT OF INTEREST DISCLOSURE FORMS FOR EMPLOYEES ARE SUBMITTED TO THE OFFICE OF THE CHIEF FINANCIAL OFFICER AND ARE REVIEWED BY TCU'S FINANCIAL MANAGEMENT. IF A CONFLICT OR POTENTIAL CONFLICT OF INTEREST IS REPORTED AND ALLOWED TO EXIST UNDER THE REVIEW OF THE FINANCE OFFICE, IT IS REQUIRED THAT THE CONFLICT OR POTENTIAL CONFLICT BE RECONSIDERED ANNUALLY UNTIL IT IS RESOLVED.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialTCU HAS ESTABLISHED THE FOLLOWING PROCEDURE FOR DETERMINING EXECUTIVE COMPENSATION FOR THE CHANCELLOR AND TO ASSURE THAT THE COMPENSATION MEETS THE REBUTTABLE PRESUMPTION OF REASONABLENESS STANDARD. TCU'S HUMAN RESOURCES DEPARTMENT ANNUALLY REVIEWS DATA FROM ONE NATIONAL SALARY SURVEY AND PROVIDES ANNUAL SALARY SURVEY COMPENSATION AND BENEFITS DATA TO THE EXECUTIVE COMPENSATION SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE FOR USE IN DETERMINING THE CHANCELLOR'S SALARY. IN ACCORDANCE WITH THE EXECUTIVE COMMITTEE CHARTER OF THE BOARD OF TRUSTEES, THE CHAIR OF THE BOARD APPOINTS A SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE OF THE BOARD ANNUALLY TO EVALUATE PERFORMANCE AND TO ASSURE THAT COMPENSATION FOR THE CHANCELLOR IS REASONABLE AND THAT ADEQUATE DOCUMENTATION IS MAINTAINED FOR SUPPORTING THE REASONABLENESS OF COMPENSATION PAID. THE CHAIR OF THE BOARD SERVES AS THE CHAIR OF THE SUBCOMMITTEE. THE SUBCOMMITTEE'S CHARGE INCLUDES REVIEWING THE CHANCELLOR'S SELF-EVALUATION, REVIEWING ANY OTHER MATERIALS SUBMITTED BY THE CHANCELLOR AS PART OF THE EVALUATION, AND REVIEWING THE COMPENSATION PARAMETERS CURRENTLY APPLIED TO THE CHANCELLOR. THE SUBCOMMITTEE MEETS WITH THE CHANCELLOR TO DISCUSS PERFORMANCE AND THE CHAIR OF THE SUBCOMMITTEE/BOARD SUBSEQUENTLY ADVISES THE SECRETARY OF THE BOARD OF THE SUBCOMMITTEE'S COMPENSATION AND BENEFITS RECOMMENDATION FOR THE CHANCELLOR FOR THE COMING ACADEMIC YEAR. THE RECOMMENDATION OF COMPENSATION INCLUDES CONSIDERATION OF PERFORMANCE AS WELL AS CURRENT MARKET COMPENSATION DATA TO ENSURE THE REASONABLENESS OF THE RECOMMENDED COMPENSATION. AN INDEPENDENT COMPENSATION CONSULTING FIRM WAS USED BY THE SUBCOMMITTEE TO ASSIST IN EVALUATING AND ESTABLISHING THE CHANCELLOR'S COMPENSATION FOR FISCAL YEAR 2022. THE INDEPENDENT COMPENSATION CONSULTING FIRM REVIEWED FORM 990 DATA FOR COMPENSATION AND BENEFITS PROVIDED TO THE CHANCELLOR ROLE AT A PEER GROUP OF COMPARABLE PRIVATE UNIVERSITIES, AND ALSO REVIEWED THE SALARY SURVEY DATA PROVIDED BY TCU. THE INDEPENDENT COMPENSATION CONSULTING FIRM PREPARED A REASONABLENESS OPINION LETTER BASED UPON ITS REVIEW OF THE CHANCELLOR'S COMPENSATION FOR FISCAL YEAR 2022 AND THE REVIEW OF COMPARABLE MARKET DATA. THE LETTER SERVES TO DOCUMENT THE FIRM'S EVALUATION OF THE APPROVED COMPENSATION AND OUTLINE THE METHODOLOGY, FINDINGS AND THE BASIS FOR ITS OPINION OF ITS REASONABLENESS. IN ADDITION, AN INDEPENDENT LAW FIRM WAS USED BY THE SUBCOMMITTEE TO PREPARE AN EXCESS BENEFIT TRANSACTION LETTER, IN WHICH THE LAW FIRM OPINED THAT THE CHANCELLOR'S COMPENSATION FOR FISCAL YEAR 2022 DID NOT RESULT IN AN EXCESS BENEFIT TRANSACTION. THE CHAIR OF THE BOARD PRESENTS THE SUBCOMMITTEE'S FINAL EVALUATION OF THE CHANCELLOR'S PERFORMANCE AND COMPENSATION RECOMMENDATION TO THE EXECUTIVE COMMITTEE OF THE BOARD IN AN EXECUTIVE SESSION AT THE NEXT SCHEDULED MEETING. THE CHAIR OF THE BOARD ADVISES THE FULL BOARD AT THE NEXT SCHEDULED MEETING THAT THE EVALUATION PROCESS WAS CONDUCTED AND COMPLETED AS SET FORTH IN THE EXECUTIVE COMMITTEE CHARTER. THIS PROCESS WAS LAST UNDERTAKEN FOR THE CHANCELLOR'S COMPENSATION IN 2022.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesTCU HAS ESTABLISHED THE FOLLOWING PROCEDURES FOR DETERMINING EXECUTIVE COMPENSATION FOR OTHER OFFICERS AND EXECUTIVE LEVEL EMPLOYEES. IN ACCORDANCE WITH THE EXECUTIVE COMMITTEE CHARTER OF THE BOARD OF TRUSTEES, THE CHANCELLOR IS RESPONSIBLE FOR PERFORMING ANNUAL EVALUATIONS AND SETTING SALARIES AND OTHER COMPENSATION COMPONENTS FOR SENIOR ADMINISTRATIVE OFFICERS, SUBJECT TO LIMITATIONS SET IN THE BUDGET APPROVED BY THE FULL BOARD. THE CHANCELLOR PROVIDES A SUMMARY OF THE ANNUAL EVALUATIONS AND COMPENSATION DETERMINATIONS TO THE EXECUTIVE COMMITTEE DURING A SCHEDULED MEETING AND CITES RELIABLE AND INDEPENDENT COMPARABILITY DATA UPON WHICH COMPENSATION DETERMINATIONS ARE BASED. THE CHANCELLOR MAINTAINS RELEVANT DOCUMENTATION USED FOR COMPENSATION DETERMINATIONS. TO FACILITATE THE CHANCELLOR'S RESPONSIBILITIES, TCU'S HUMAN RESOURCES DEPARTMENT ANNUALLY REVIEWS TWO SOURCES OF SALARY SURVEY DATA FOR SALARY COMPARISON PURPOSES WITH TCU'S EXECUTIVE LEVEL POSITIONS. EACH SPRING WHEN THE NEW SURVEY DATA IS RELEASED, TCU'S HUMAN RESOURCES DEPARTMENT REVIEWS THE DATA AND SUMMARIZES THE RESULTS INTO A REPORT IDENTIFYING SALARY INFORMATION FOR THE FOLLOWING POSITIONS: CHANCELLOR, VICE CHANCELLORS, DEANS, AND UNIT HEADS WHOSE JOBS CAN BE MATCHED TO SURVEY DATA. EACH YEAR THE SUPERVISING ADMINISTRATOR MEETS WITH SUBORDINATES AND EVALUATES THEIR PERFORMANCE. THIS EVALUATION BECOMES THE BASIS FOR DETERMINING THE AMOUNT OF THE MERIT INCREASE TO BE AWARDED USING THE SALARY SURVEY SUMMARY OF DATA AS A GUIDELINE FOR MAKING THIS DECISION. THIS PROCESS WAS LAST UNDERTAKEN FOR OFFICERS AND OTHER SENIOR EMPLOYEES IN 2022. AN INDEPENDENT COMPENSATION CONSULTING FIRM WAS USED BY THE SUBCOMMITTEE AND THE CHANCELLOR TO ASSIST IN EVALUATING AND ESTABLISHING THE COMPENSATION FOR DISQUALIFIED PERSONS FOR FISCAL YEAR 2022. THE INDEPENDENT COMPENSATION CONSULTING FIRM PERFORMED AN EXECUTIVE TOTAL REMUNERATION EVALUATION THAT CONFIRMED THE APPROPRIATE PEER GROUP FOR BENCHMARKING PURPOSES; GATHERED COMPENSATION AND BENEFITS DATA FOR EACH OF THE PEERS FROM FORM 990 FILINGS, ADJUSTING DATA AS NEEDED, AND MATCHING EACH EXECUTIVE TO THE APPROPRIATE ROLE; GATHERED ADDITIONAL DATA FROM SALARY SURVEYS PROVIDED BY TCU; DETERMINED THE MARKET POSITIONING OF EACH EXECUTIVE'S TOTAL REMUNERATION (COMPENSATION PLUS BENEFITS) RELATIVE TO THE COMPARATOR GROUPS; PREPARED A REPORT SUMMARIZING FINDINGS AND DISCUSSED FINDINGS WITH TCU; AND PREPARED A REASONABLENESS OPINION LETTER DOCUMENTING TCU'S FINAL PAY DECISIONS REGARDING THE EXECUTIVES. THIS PROCESS WAS LAST UNDERTAKEN FOR DISQUALIFIED PERSONS IN 2022. THE VICE CHANCELLOR OF FINANCE IS RESPONSIBLE FOR PERFORMING THE ANNUAL EVALUATION AND SETTING THE COMPENSATION FOR THE CHIEF INVESTMENT OFFICER, SUBJECT TO LIMITATIONS SET IN THE BUDGET APPROVED BY THE FULL BOARD. THE VICE CHANCELLOR PROVIDES A SUMMARY OF THE ANNUAL EVALUATION AND COMPENSATION DETERMINATION TO THE INVESTMENT COMMITTEE OF THE BOARD OF TRUSTEES DURING A SCHEDULED MEETING AND CITES RELIABLE AND INDEPENDENT COMPARABILITY DATA UPON WHICH COMPENSATION DETERMINATIONS ARE BASED. THE VICE CHANCELLOR MAINTAINS RELEVANT DOCUMENTATION USED FOR COMPENSATION DETERMINATIONS. TO FACILITATE THE VICE CHANCELLOR'S RESPONSIBILITIES, THE HUMAN RESOURCES DEPARTMENT ANNUALLY REVIEWS TWO SOURCES OF COMPENSATION DATA FOR COMPENSATION COMPARISON PURPOSES WITH TCU'S EXECUTIVE LEVEL INVESTMENT STAFF. THE HUMAN RESOURCES DEPARTMENT ALSO ANNUALLY USES A CALCULATION THAT INCLUDES A QUANTITATIVE AND QUALITATIVE ANALYSIS BASED ON THE PERFORMANCE OF THE ENDOWMENT. THE HUMAN RESOURCES DEPARTMENT REVIEWS THE DATA AND SUMMARIZES THE RESULTS INTO A REPORT IDENTIFYING COMPENSATION INFORMATION FOR THE CHIEF INVESTMENT OFFICER. THIS REPORT BECOMES THE BASIS FOR DETERMINING THE AMOUNT OF MERIT INCREASE TO BE AWARDED. THIS PROCESS WAS LAST UNDERTAKEN FOR THE CHIEF INVESTMENT OFFICER IN 2022.
Form 990, Part VI, Line 19 Required documents available to the publicTCU DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. TCU MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. TCU'S CONFLICT OF INTEREST POLICY IS AVAILABLE TO THE PUBLIC VIA TCU'S HUMAN RESOURCES WEBSITE.
Form 990, Part VIII, Line 2f Other Program Service RevenueOther Program Service Revenue - Total Revenue: 12322987, Related or Exempt Function Revenue: 12302244, Unrelated Business Revenue: 20743, Revenue Excluded from Tax Under Sections 512, 513, or 514: 0;
Form 990, Part VIII, Line 11d Other Miscellaneous RevenueAll Other Revenue - Total Revenue: 1110963, Related or Exempt Function Revenue: 0, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 1110963;
Form 990, Part X, Line 20 TAXABLE AND TAX-EXEMPT BOND LIABILITIESTHE AMOUNT REPORTED ON LINE 20 INCLUDES TAX-EXEMPT BOND DEBT; REMAINING BOND LIABILITIES ARE REPORTED ON LINE 23.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesOTHER MISC. CHANGES - 2000; Post Retirement Benefit Actuarial Change - 21725665; Rounding - 1;
Schedule J, Part II, Column (B)(iii) SCHEDULE J PART II, COLUMN B(III)OTHER REPORTABLE COMPENSATION FOR VICTOR BOSCHINI, KATHRYN CAVINS TULL, JAMES DIXON, JEREMIAH DONATI, STUART FLYNN, BRIAN GUTIERREZ, JAMES HILLE, BRYAN LUCAS, GARY PATTERSON, JENNIFER RAEGAN PEBLEY, KIRK C. SAARLOOS, TRACY SYLER JONES, AND DONALD WHELAN INCLUDES PENSION RESTORATION STIPEND PAYMENTS SPECIFIED IN THEIR CONTRACTS FOR AMOUNTS IN EXCESS OF 403(B) MAXIMUM LIMITS. OTHER REPORTABLE COMPENSATION FOR KATHRYN CAVINS TULL AND YOHNA CHAMBERS INCLUDES A CELL PHONE STIPEND. OTHER REPORTABLE COMPENSATION FOR TERESA ABI-NADER DAHLBERG INCLUDES A RETIREMENT STIPEND. OTHER REPORTABLE COMPENSATION FOR STUART FLYNN, JENNIFER RAEGAN PEBLEY, AND KIRK C. SAARLOOS INCLUDES AN AUTO STIPEND. OTHER REPORTABLE COMPENSATION FOR KATHRYN CAVINS TULL, YOHNA CHAMBERS, TERESA ABI-NADER DAHLBERG, AND TRACY SYLER JONES INCLUDES MISC. STIPENDS.

Schedule R IRS990ScheduleR

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Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
BELLAIRE ACQUISITIONS LLC
777 MAIN STREET SUITE 1300FORT WORTHTX76102814806107REAL ESTATETX$0$2,820,173TCU
DASHROSE LLC
1401 ETHRIDGE AVENUEAUSTINTX78703823189162REAL ESTATETX$209,683$16,506,619TCU
NEBRASKA REALTY PARTNERS IV LLC
211 E 7th STREET SUITE 620AUSTINTX787013218823291409REAL ESTATETX$0$7,221,532TCU
WEXLER MCCOY LLC
408 W 17TH STREET 101AUSTINTX787011293830826180REAL ESTATETX$78,722$2,733,482TCU

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Business Name Line1William C Conner FoundationBusinessNameLine1Txt

US Address USAddress

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GCM GROSVENOR - TCU INVESTMENT FUND LP
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TRITIUM I-A LP
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BREAKWATER CREDIT OPPORTUNITIES FUND III LP
1999 AVENUE OF THE STARSLOS ANGELESCA90067862709775INVESTMENTSDENONEExcluded$734,583$4,082,172false$0false0.7069SUITE 1150
Virtual Holding Investors LLC
14 MADISON ROAD UNIT GFAIRFIELDNJ07004854332665INVESTMENTSDENONEExcluded$0$5,000,000false$0false0.625

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

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LOVP I FEEDER LP
805 Las Cimas Pkwy Suite 125AustinTX78746981167915INVESTMENTSCJNAC Corporation$17,471,173$00Yes (true)
CHARITABLE REMAINDER TRUSTS (13)
SUPPORTNATrustTX
ALL AFRICA CAYMAN FEEDER LTD
INVESTMENTSCJNAC Corporation$0$15,000,0000.87Yes (true)190 ELGIN AVENUEGEORGE TOWNGRAND CAYMANCJKY19008
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Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (11 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
GCM GrosvenorTCU Investment Fund LP (CS TCU Inv Fund)
B$62,0002021 K-1
GCM GrosvenorTCU Investment Fund LP (CS TCU Inv Fund)
S$3,111,1262021 K-1
Tritium I-A LP
B$258,8422021 K-1
Tritium I-A LP
S$85,2652021 K-1
Breakwater Credit Opportunities Fund III LP
B$3,905,7972021 K-1
Breakwater Credit Opportunities Fund III LP
S$176,7532021 K-1
Virtual Holding Investors LLC
B$5,000,0002021 K-1
LOVP I Feeder LP
S$23,410,1942021 Form 5471
CHARITABLE REMAINDER TRUST
S$362,487FMV
CHARITABLE REMAINDER TRUST
S$249,285FMV
ALL AFRICA CAYMAN FEEDER LTD
B$15,000,000FMV