ST EDWARDS UNIVERSITY: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ST EDWARDS UNIVERSITY (EIN 74-1109641)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-11
- IRS object ID
- 202301319349306210
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T15:10:23-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8200 W Interstate 10 Suite 900 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782303806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741109641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Edwards University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ALICIA BETSINGER | InCareOfNm |
| Business Name Control | STED | BusinessNameControlTxt |
| Phone | 5124488400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 S Congress Avenue | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787046489 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICIA BETSINGER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2103419400 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Gary | PersonFirstNm |
| Person Last | Huff | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEANETTE VERRELLI | PreparerPersonNm |
| PTIN | P00742631 | PTIN |
| Phone | 2103419400 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR MONTSERRAT FUENTES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 S CONGRESS AVENUE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787046489 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $218,281,680 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STEDWARDS.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1964 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE A CULTURALLY DIVERSE STUDENT BODY WITH AN EDUCATION THAT ACHIEVES A BALANCE AMONG THE HUMANITIES, THE SCIENCES AND THE PROFESSIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 1649 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $27,905 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $4,581 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,285,688 | PYContributionsGrantsAmt |
| CY Contributions Grants | $26,213,294 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $162,093,065 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $165,534,302 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,319,517 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,190,312 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,353,456 | PYOtherRevenueAmt |
| CY Other Revenue | $254,727 | CYOtherRevenueAmt |
| PY Total Revenue | $177,051,726 | PYTotalRevenueAmt |
| CY Total Revenue | $195,192,635 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $74,639,390 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $80,629,258 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $61,457,062 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $61,891,569 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,897,438 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $39,184,758 | PYOtherExpensesAmt |
| CY Other Expenses | $50,045,929 | CYOtherExpensesAmt |
| PY Total Expenses | $175,281,210 | PYTotalExpensesAmt |
| CY Total Expenses | $192,566,756 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,770,516 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,625,879 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $407,674,009 | TotalAssetsBOYAmt |
| Total Assets EOY | $397,941,844 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $132,939,436 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $133,191,841 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $274,734,573 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $264,750,003 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE A CULTURALLY DIVERSE STUDENT BODY WITH AN EDUCATION THAT ACHIEVES A BALANCE AMONG THE HUMANITIES, THE SCIENCES AND THE PROFESSIONS. TO MAKE GRADUATES COMPETENT IN A CHOSEN DISCIPLINE AND TO HELP THEM UNDERSTAND AND APPRECIATE THE CONTRIBUTIONS OF OTHER DISCIPLINES. TO PROMOTE EXCELLENCE IN TEACHING AND LEARNING IN AN ENVIRONMENT THAT ENCOMPASSES THE CAMPUS CLASSROOM, STUDENT LIFE PROGRAMS AND THE BROADER COMMUNITY. TO PREPARE GRADUATES THROUGH TRAINING IN CRITICAL AND CREATIVE THINKING AS WELL AS MORAL REASONING, TO ANALYZE PROBLEMS, PROPOSE SOLUTIONS AND MAKE RESPONSIBLE DECISIONS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $165,782,710 | ExpenseAmt |
| Grant | $80,629,258 | GrantAmt |
| Revenue | $165,789,029 | RevenueAmt |
| Desc | HIGHER EDUCATION: THE PURPOSE OF THE ORGANIZATION'S PROGRAM SERVICE IS TO EDUCATE STUDENTS BY PROVIDING INSTRUCTION; SUPPORT TO ACADEMIC PROGRAMS THROUGH SUCH SERVICES AS COUNSELING, LIBRARY FACILITIES, ATHLETICS, CAMPUS ACTIVITIES FOR STUDENTS, ETC. AND BY PROVIDING STUDENTS WITH RESIDENCE HALLS, DINING AND BOOKSTORE SERVICES IN SUPPORT OF THE EDUCATIONAL MISSION. THE UNIVERSITY SERVED 3,470 STUDENTS IN THIS REPORTING PERIOD. | Desc |
| Total Program Service Expenses | $165,782,710 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 114 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1649 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICIA BETSINGER | PersonNm |
| Phone | 5124488400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 S CONGRESS AVE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787046489 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| GEORGE E MARTIN | ||||||||
| PRESIDENT EMERITUS | 45.0 | 0.0 | Yes (X) | $855,171 | $0 | $30,667 | ||
| Montserrat Fuentes | ||||||||
| PRESIDENT | 45.0 | 0.0 | Yes (X) | $326,622 | $0 | $22,574 | ||
| DAVID WALDRON | ||||||||
| VP TECHNOLOGY | 45.0 | 0.0 | Yes (X) | $294,382 | $0 | $43,270 | ||
| KIMBERLY KVAAL | ||||||||
| VP FINANCE AND ADMINISTRATION | 45.0 | 0.0 | Yes (X) | $312,809 | $0 | $24,642 | ||
| LISA L KIRKPATRICK | ||||||||
| VP STUDENT AFFAIRS | 45.0 | 0.0 | Yes (X) | $257,535 | $0 | $43,807 | ||
| JOSE E DEMEDEIROS | ||||||||
| VP UNIVERSITY ADVANCEMENT | 45.0 | 0.0 | Yes (X) | $278,280 | $0 | $18,865 | ||
| TRACY L MANIER | ||||||||
| VP ADMISSIONS | 45.0 | 0.0 | Yes (X) | $246,169 | $0 | $49,445 | ||
| Marianne Ward-Peradoza | ||||||||
| Interim Provost | 45.0 | 0.0 | Yes (X) | $221,306 | $0 | $46,455 | ||
| MARY C CAMPBELL | ||||||||
| VP MARKETING | 45.0 | 0.0 | Yes (X) | $222,524 | $0 | $43,786 | ||
| Marco Clark | ||||||||
| Exec. Dir. Holy Cross | 45.0 | 0.0 | $190,917 | $0 | $31,982 | Yes (X) | ||
| ANDREW PRALL | ||||||||
| PROVOST | 45.0 | 0.0 | Yes (X) | $192,421 | $0 | $11,787 | ||
| Louise Single | ||||||||
| Interim Dean | 45.0 | 0.0 | $188,020 | $0 | $13,437 | Yes (X) | ||
| Gregory Perrin | ||||||||
| Associate VP Development | 45.0 | 0.0 | $164,297 | $0 | $36,251 | Yes (X) | ||
| Sharon Nell | ||||||||
| Dean | 45.0 | 0.0 | $174,681 | $0 | $24,552 | Yes (X) | ||
| Angela Svoboda | ||||||||
| Assoc. VP Digital Affairs | 45.0 | 0.0 | $174,671 | $0 | $12,321 | Yes (X) | ||
| JUSTIN M SLOAN | ||||||||
| VP INSTITUTIONAL EFFECTIVENESS | 45.0 | 0.0 | Yes (X) | $161,487 | $0 | $9,185 | ||
| DUNCAN KNAPP UNDERWOOD | ||||||||
| SECRETARY | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CHRIS RAGLAND | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| BROTHER DONALD BLAUVELT CSC | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| MARTIN ROSE | ||||||||
| CHAIR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| FATHER TOM O'HARA | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| STEVE SHADOWEN | ||||||||
| VICE CHAIR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BROTHER THOMAS DZIEKAN CSC | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| KYLE BALLARTA | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| IAN TURPIN | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| MELBA WHATLEY | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| RITA COOK | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| MARIE GONZALEZ | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| FRANCIS MOORE | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| DAVID SPRAGUE | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| BROTHER JAMES BRANIGAN CSC | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| APRIL LORD RUZICKA | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| AMY WECK | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| BROTHER RICHARD DALY CSC | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JESSE BUTLER | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| ELLIE GHAZNAVI | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| DAHLIA CAMPBELL | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| MARILYN L O'NEILL | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| PATRICIA BERRIER MUNDAY | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| GRAHAM HUGHES ABELL | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| LINUS AKANOH | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| DR REGINA LEWIS DDS | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| ANABEL RODRIGUEZ | ||||||||
| TREASURER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,261,292 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $463,026 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 85 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HILL AND WILKINSON CONSTRUCTION GR | |||||
| 2703 TELECOM PKWY SUITE 120 | RICHARDSON | TX | 75082 | CONSTRUCTION | $3,288,540 |
| FRANZINE SCHNEIDER | |||||
| 1716 TARRYTOWN AVE | CROFTON | MD | 21114 | MARKETING STRATEGY | $119,000 |
| GENOTOX LABORATORIES LTD | |||||
| 2170 WOODWARD ST STE 100 | AUSTIN | TX | 78744 | PHARMACOGENETICS | $1,318,860 |
| ARC ABATEMENT INC | |||||
| 225 S 12TH STREET | WACO | TX | 76701 | CONTRACTING | $197,445 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $50,000 | RelatedOrganizationsAmt |
| Government Grants | $22,308,536 | GovernmentGrantsAmt |
| All Other Contributions | $3,854,758 | AllOtherContributionsAmt |
| Noncash Contributions | $171,130 | NoncashContributionsAmt |
| Total Contributions | $26,213,294 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $152,762,221 | $152,762,221 |
| AUXILIARY | 611310 | $12,772,081 | $12,772,081 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $165,534,302 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $389,969 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $27,905 | UnrelatedBusinessRevenueAmt |
| Exclusion | $362,064 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,889,388 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,089,045 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,800,343 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,800,343 | TotalRevenueColumnAmt |
| Exclusion | $2,800,343 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $254,727 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $254,727 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $254,727 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $195,192,635 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $165,789,029 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $27,905 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,162,407 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,629,258 | TotalAmt |
| Program Services | $80,629,258 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,320,683 | TotalAmt |
| Program Services | $574,669 | ProgramServicesAmt |
| Management And General | $2,169,989 | ManagementAndGeneralAmt |
| Fundraising | $576,025 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,481,964 | TotalAmt |
| Program Services | $36,397,809 | ProgramServicesAmt |
| Management And General | $7,702,453 | ManagementAndGeneralAmt |
| Fundraising | $1,381,702 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,483,515 | TotalAmt |
| Program Services | $1,986,869 | ProgramServicesAmt |
| Management And General | $424,465 | ManagementAndGeneralAmt |
| Fundraising | $72,181 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,183,043 | TotalAmt |
| Program Services | $5,529,456 | ProgramServicesAmt |
| Management And General | $1,369,120 | ManagementAndGeneralAmt |
| Fundraising | $284,467 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,422,364 | TotalAmt |
| Program Services | $2,604,073 | ProgramServicesAmt |
| Management And General | $682,828 | ManagementAndGeneralAmt |
| Fundraising | $135,463 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,199,379 | TotalAmt |
| Management And General | $1,199,379 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,592 | TotalAmt |
| Management And General | $163,592 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,791 | TotalAmt |
| Management And General | $350,791 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,717,025 | TotalAmt |
| Program Services | $7,149,748 | ProgramServicesAmt |
| Management And General | $2,333,077 | ManagementAndGeneralAmt |
| Fundraising | $234,200 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,029,383 | TotalAmt |
| Program Services | $32,848 | ProgramServicesAmt |
| Management And General | $2,987,976 | ManagementAndGeneralAmt |
| Fundraising | $8,559 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,980,822 | TotalAmt |
| Program Services | $2,375,744 | ProgramServicesAmt |
| Management And General | $529,240 | ManagementAndGeneralAmt |
| Fundraising | $75,838 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,938,654 | TotalAmt |
| Program Services | $2,267,666 | ProgramServicesAmt |
| Management And General | $610,792 | ManagementAndGeneralAmt |
| Fundraising | $60,196 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,935,028 | TotalAmt |
| Program Services | $2,663,224 | ProgramServicesAmt |
| Management And General | $271,804 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,074,508 | TotalAmt |
| Program Services | $821,827 | ProgramServicesAmt |
| Management And General | $245,131 | ManagementAndGeneralAmt |
| Fundraising | $7,550 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,657 | TotalAmt |
| Program Services | $156,693 | ProgramServicesAmt |
| Management And General | $31,808 | ManagementAndGeneralAmt |
| Fundraising | $11,156 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,967,324 | TotalAmt |
| Program Services | $3,917,777 | ProgramServicesAmt |
| Management And General | $49,547 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,649,495 | TotalAmt |
| Program Services | $8,721,886 | ProgramServicesAmt |
| Management And General | $927,609 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,217,185 | TotalAmt |
| Program Services | $34,052 | ProgramServicesAmt |
| Management And General | $1,183,133 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STUDENT AID | $6,852,520 | $6,852,520 | ||
| LIBRARY COLLECTIONS | $813,166 | $813,166 | ||
| BAD DEBT EXPENSE | $632,768 | $632,768 | ||
| HOSPITALITY | $580,215 | $355,394 | $182,535 | $42,286 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,744,417 | TotalAmt |
| Program Services | $1,265,263 | ProgramServicesAmt |
| Management And General | $471,339 | ManagementAndGeneralAmt |
| Fundraising | $7,815 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,566,756 | TotalAmt |
| Program Services | $165,782,710 | ProgramServicesAmt |
| Management And General | $23,886,608 | ManagementAndGeneralAmt |
| Fundraising | $2,897,438 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $815,011 | BOYAmt |
| EOY | $1,886,742 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,722,842 | BOYAmt |
| EOY | $40,514,810 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,910,678 | BOYAmt |
| EOY | $1,706,432 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,476,691 | BOYAmt |
| EOY | $5,590,842 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,168,700 | BOYAmt |
| EOY | $885,710 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,082,103 | BOYAmt |
| EOY | $325,434 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $363,141,607 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $149,042,946 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,464,157 | BOYAmt |
| EOY | $214,098,661 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,771,240 | BOYAmt |
| EOY | $97,024,097 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,054,995 | BOYAmt |
| EOY | $29,701,524 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,207,592 | BOYAmt |
| EOY | $6,207,592 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $407,674,009 | BOYAmt |
| EOY | $397,941,844 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,400,913 | BOYAmt |
| EOY | $18,582,993 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,537,609 | BOYAmt |
| EOY | $1,287,303 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,905,971 | BOYAmt |
| EOY | $6,414,896 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,429,807 | BOYAmt |
| EOY | $95,703,721 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,665,136 | BOYAmt |
| EOY | $11,202,928 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,939,436 | BOYAmt |
| EOY | $133,191,841 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,078,684 | BOYAmt |
| EOY | $157,603,851 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,655,889 | BOYAmt |
| EOY | $107,146,152 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $274,734,573 | BOYAmt |
| EOY | $264,750,003 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $407,674,009 | BOYAmt |
| EOY | $397,941,844 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,625,879 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$14,050,014 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,439,565 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,394,942 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,134,021 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,331,588 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,285,688 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,213,294 | CurrentTaxYearAmt |
| Total | $55,359,533 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,394,942 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,134,021 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,331,588 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,285,688 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,213,294 | CurrentTaxYearAmt |
| Total | $55,359,533 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $497,840 | SubstantialContributorsTotAmt |
| Public Support Total170 | $54,861,693 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,077,305 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,793,541 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,455,477 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $376,493 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $362,064 | CurrentTaxYearAmt |
| Total | $9,064,880 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $4,581 | CurrentTaxYearAmt |
| Total | $4,581 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $64,428,994 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $165,789,029 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85151 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72900 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $140,346,078 | BeginningYearBalanceAmt |
| Contributions | $1,801,358 | ContributionsAmt |
| Investment Earnings Or Losses | -$10,873,535 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,479,525 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,580,726 | OtherExpendituresAmt |
| Administrative Expenses | $350,791 | AdministrativeExpensesAmt |
| End Year Balance | $125,862,859 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $110,657,640 | BeginningYearBalanceAmt |
| Contributions | $2,874,294 | ContributionsAmt |
| Investment Earnings Or Losses | $32,049,734 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,322,962 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,545,397 | OtherExpendituresAmt |
| Administrative Expenses | $367,231 | AdministrativeExpensesAmt |
| End Year Balance | $140,346,078 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $114,270,849 | BeginningYearBalanceAmt |
| Contributions | $1,811,952 | ContributionsAmt |
| Investment Earnings Or Losses | -$423,076 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,261,563 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,505,632 | OtherExpendituresAmt |
| Administrative Expenses | $234,890 | AdministrativeExpensesAmt |
| End Year Balance | $110,657,640 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $110,196,525 | BeginningYearBalanceAmt |
| Contributions | $3,431,243 | ContributionsAmt |
| Investment Earnings Or Losses | $5,519,793 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,149,297 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,485,586 | OtherExpendituresAmt |
| Administrative Expenses | $241,829 | AdministrativeExpensesAmt |
| End Year Balance | $114,270,849 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $105,343,221 | BeginningYearBalanceAmt |
| Contributions | $1,511,009 | ContributionsAmt |
| Investment Earnings Or Losses | $7,888,308 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,766,133 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,496,520 | OtherExpendituresAmt |
| Administrative Expenses | $283,360 | AdministrativeExpensesAmt |
| End Year Balance | $110,196,525 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.16000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.67000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,479,883 | OtherCostOrOtherBasisAmt |
| Book Value | $3,479,883 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $302,481,928 | OtherCostOrOtherBasisAmt |
| Depreciation | $105,597,340 | DepreciationAmt |
| Book Value | $196,884,588 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,029,396 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,721,627 | DepreciationAmt |
| Book Value | $1,307,769 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,545,774 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,723,979 | DepreciationAmt |
| Book Value | $3,821,795 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,604,626 | OtherCostOrOtherBasisAmt |
| Book Value | $8,604,626 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $214,098,661 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENTS IN TRUST - LEVEL 3 | $287,641 | F |
| ASSETS HELD IN TRUST - LEVEL 1 | $10,582,748 | F |
| REAL ESTATE AND OTHER FUNDS | $18,766,571 | F |
| INVESTMENT IN CEMETERY | $64,564 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $29,701,524 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $4,011,624 |
| INTEREST RATE SWAP | $1,469,182 |
| ENERGY SAVINGS DEBT | $4,950,942 |
| OTHER | $771,180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,202,928 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | THE UNIVERSITY'S ENDOWMENT FUNDS PROVIDE SCHOLARSHIPS AND SUPPORT FOR UNIVERSITY PROGRAMS TO DELIVER THE EDUCATIONAL MISSION. |
| SCHEDULE D, PART X, LINE 2 | ASC 740 FOOTNOTE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | ALL RESPONSES TO PUBLIC INQUIRY CONCERNING ADMISSIONS AND FINANCIAL AID REQUIREMENTS ARE MET WITH LITERATURE; SUCH AS CATALOGUES, BROCHURES AND APPLICATIONS THAT HAVE THE ORGANIZATION'S NON-DISCRIMINATORY POLICY CLEARLY STATED. ADVERTISEMENTS FOR THE ORGANIZATION TYPICALLY ARE FOR COURSE OFFERINGS OF THE CURRENT SEMESTER. A STATEMENT OF NON-DISCRIMINATORY POLICY IS STATED IN EACH ADVERTISEMENT AND IN THE UNIVERSITY WEBSITE. |
| SCHEDULE E, PART I, LINE 6A | THE UNIVERSITY ADMINISTERS VARIOUS STUDENT FINANCIAL AID PROGRAMS INCLUDING SUPPLEMENTAL EDUCATION OPPORTUNITY GRANT, COLLEGE WORK STUDY AND NATIONAL DIRECT STUDENT LOANS. THE UNIVERSITY IS ALSO INVOLVED IN VARIOUS EDUCATIONAL PROGRAMS FOR WHICH FUNDS ARE RECEIVED FROM BOTH STATE AND FEDERAL AGENCIES. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships to Students | GrantTypeTxt |
| Recipient | 4831 | RecipientCnt |
| Cash Grant | $80,629,258 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ST. EDWARD'S UNIVERSITY'S OFFICE OF STUDENT FINANCIAL SERVICES MONITORS THE USE OF GRANT FUNDS USING A TASK FOR ENROLLMENT MANAGEMENT, COMPLIANCE AND FUNDS MANAGEMENT, AND ANNUAL INDEPENDENT AUDITS. THE ENROLLMENT COMMITTEE REVIEWS AWARDING AND RENEWAL POLICIES FOR THE UNIVERSITY GRANTS AND SCHOLARSHIPS AND ESTABLISHES FRESHMEN AND TRANSFER ENROLLMENT GOALS ALONG WITH THE FINANCIAL AID PACKAGING STRATEGY NECESSARY TO ACHIEVE THESE GOALS. THE COMMITTEE ENGAGES A NATIONALLY RECOGNIZED LEADER IN THE ENROLLMENT MANAGEMENT CONSULTING FIELD TO ASSIST IN THE ESTABLISHMENT AND MONITORING OF FRESHMEN AND TRANSFER ENROLLMENT GOALS AND FINANCIAL AID PACKAGING. EACH COMMITTEE MEMBER AND OTHER KEY UNIVERSITY PERSONNEL RECEIVE WEEKLY REPORTS THROUGHOUT THE FINANCIAL AID AWARDING CYCLE. THE TASK FOR ENROLLMENT MANAGEMENT IS COMPRISED OF THE PROVOST, VICE PRESIDENT STUDENT AFFAIRS, VICE PRESIDENT FINANCE AND ADMINISTRATION, VICE PRESIDENT ENROLLMENT MANAGEMENT, VICE PRESIDENT MARKETING AND COMMUNICATIONS, VICE PRESIDENT INSTITUTIONAL EFFECTIVENESS AND PLANNING, ASSOCIATE VICE PRESIDENTS ACADEMIC SERVICES, ASSOCIATE VICE PRESIDENTS ACADEMIC AFFAIRS, ASSOCIATE VICE PRESIDENT ATHLETICS AND THE DIRECTOR OF STUDENT FINANCIAL AID. TO ENSURE COMPLIANCE AND PROPER FUND MANAGEMENT, THE UNIVERSITY USES AN ENTERPRISE SOFTWARE TO TRACK ALL FUNDING SOURCES FOR SCHOLARSHIPS FROM UNIVERSITY, FEDERAL, STATE, LOCAL AND PRIVATE SOURCES. THE SOFTWARE HAS A COMPREHENSIVE COMPLIANCE AND FUNDS MANAGEMENT MODULE AND ALLOWS STAFF TO ADD ADDITIONAL FUNCTIONALITY AS NECESSARY. THE COMPLIANCE MODULE IDENTIFIES GRANT AND SCHOLARSHIP OFFERS THAT FAIL TO MEET AWARDING CRITERIA AND PREVENTS FINANCIAL AID FROM BEING APPLIED TO A STUDENT IF THE STUDENT DOES NOT MEET THE DISBURSING CRITERIA. FINANCIAL AID RECORDS AND UNIVERSITY GENERAL LEDGER RECORDS ARE RECONCILED USING THE FUNDS MANAGEMENT FUNCTION. ADDITIONAL MONITORING IS ACCOMPLISHED THROUGH DIAGNOSTIC REPORTS BY FINANCIAL AID IDENTIFYING CODES, TYPES OF GRANTS, FORMS OF GRANTS AND INDIVIDUAL FUNDING SOURCES. ANNUAL AUDITS ARE PERFORMED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM THAT RENDERS AN OPINION AS TO WHETHER FEDERAL AND CERTAIN STATE FUNDED FINANCIAL AID PROGRAMS ARE EXERCISED IN COMPLIANCE WITH APPLICABLE LAWS AND REGULATIONS GOVERNING SAID PROGRAMS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOSE E DEMEDEIROS | |||||||||||||
| VP UNIVERSITY ADVANCEMENT | $251,100 | $0 | $26,332 | $0 | $848 | $0 | $17,649 | $0 | $1,216 | $0 | $297,145 | $0 | |
| LISA L KIRKPATRICK | |||||||||||||
| VP STUDENT AFFAIRS | $231,465 | $0 | $25,740 | $0 | $330 | $0 | $17,252 | $0 | $26,555 | $0 | $301,342 | $0 | |
| KIMBERLY KVAAL | |||||||||||||
| VP FINANCE AND ADMINISTRATION | $282,150 | $0 | $28,979 | $0 | $1,680 | $0 | $19,600 | $0 | $5,042 | $0 | $337,451 | $0 | |
| JUSTIN M SLOAN | |||||||||||||
| VP INSTITUTIONAL EFFECTIVENESS | $122,161 | $0 | $24,163 | $0 | $15,163 | $0 | $8,587 | $0 | $598 | $0 | $170,672 | $0 | |
| GEORGE E MARTIN | |||||||||||||
| PRESIDENT EMERITUS | $545,754 | $0 | $115,895 | $0 | $193,522 | $0 | $19,600 | $0 | $11,067 | $0 | $885,838 | $0 | $115,895 |
| TRACY L MANIER | |||||||||||||
| VP ADMISSIONS | $219,571 | $0 | $25,000 | $0 | $1,598 | $0 | $16,756 | $0 | $32,689 | $0 | $295,614 | $0 | |
| MARY C CAMPBELL | |||||||||||||
| VP MARKETING | $198,979 | $0 | $22,500 | $0 | $1,045 | $0 | $15,081 | $0 | $28,705 | $0 | $266,310 | $0 | |
| ANDREW PRALL | |||||||||||||
| PROVOST | $164,191 | $0 | $27,810 | $0 | $420 | $0 | $11,505 | $0 | $282 | $0 | $204,208 | $0 | |
| DAVID WALDRON | |||||||||||||
| VP TECHNOLOGY | $264,497 | $0 | $28,047 | $0 | $1,838 | $0 | $19,499 | $0 | $23,771 | $0 | $337,652 | $0 | |
| Montserrat Fuentes | |||||||||||||
| PRESIDENT | $248,595 | $0 | $0 | $0 | $78,027 | $0 | $17,500 | $0 | $5,074 | $0 | $349,196 | $0 | |
| Marianne Ward-Peradoza | |||||||||||||
| Interim Provost | $220,167 | $0 | $0 | $0 | $1,139 | $0 | $16,275 | $0 | $30,180 | $0 | $267,761 | $0 | |
| Angela Svoboda | |||||||||||||
| Assoc. VP Digital Affairs | $174,132 | $0 | $0 | $0 | $539 | $0 | $12,189 | $0 | $132 | $0 | $186,992 | $0 | |
| Gregory Perrin | |||||||||||||
| Associate VP Development | $164,107 | $0 | $0 | $0 | $190 | $0 | $12,342 | $0 | $23,909 | $0 | $200,548 | $0 | |
| Marco Clark | |||||||||||||
| Exec. Dir. Holy Cross | $185,332 | $0 | $5,000 | $0 | $585 | $0 | $13,691 | $0 | $18,291 | $0 | $222,899 | $0 | |
| Sharon Nell | |||||||||||||
| Dean | $172,958 | $0 | $0 | $0 | $1,723 | $0 | $12,509 | $0 | $12,043 | $0 | $199,233 | $0 | |
| Louise Single | |||||||||||||
| Interim Dean | $151,319 | $0 | $1,421 | $0 | $35,280 | $0 | $13,004 | $0 | $433 | $0 | $201,457 | $0 | |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1A | DR. GEORGE MARTIN, PRESIDENT EMERITUS, AND DR. MONTSERRAT FUENTES, PRESIDENT, RECEIVED A HOUSING ALLOWANCE AND REIMBURSEMENT FOR LIFE INSURANCE AND FINANCIAL PLANNING PER EMPLOYMENT CONTRACT. DR. MARTIN ALSO RECEIVED REIMBURSEMENT FOR SOCIAL CLUB DUES. THE HOUSING ALLOWANCE, FINANCIAL PLANNING, SOCIAL CLUB AND LIFE INSURANCE ARE TAXABLE AND REPORTED TO DR. MARTIN AND DR. FUENTES ON IRS FORM W-2. |
| SCHEDULE J, PART I, LINE 4 - PART 1 - LINE 4B | RETIREMENT PLAN DESCRIBED IN 457 (F): INDIVIDUALS: PAYMENT IN W-2: GEORGE E. MARTIN $115,895 THE TERMS AND OPERATION OF THE PLAN ARE INTENDED TO SATISFY THE SAFE HARBOR FOR TAX-SHELTERED ANNUITY PLANS SET FORTH IN LABOR REGULATIONS SECTION 2510.3-2(F). THE PLAN IS INTENDED TO BE A CHURCH PLAN AND THE TERMS AND OPERATION OF THE PLAN ARE NOT INTENDED TO BE SUBJECT TO TITLE I OF ERISA. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| SAN LEANNA EDUCATION FACILITIES CORP | ||||||||
| A | 201275212 | 000000000 | 2006-08-01 | $6,963,000 | SEE SCHEDULE K, PART VI | false | false | false |
| SAN LEANNA EDUCATION FACILITIES CORP | ||||||||
| B | 201275212 | 756870AQ4 | 2004-06-04 | $10,000,000 | SEE SCHEDULE K, PART VI | false | false | false |
| RED RIVER EDUCATION FINANCE CORPORATION | ||||||||
| C | 752791247 | 756870BV2 | 2017-04-20 | $21,331,147 | SEE SCHEDULE K, PART VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,437,000 | $0 | $6,963,000 | $0 | $0 | $0 | $92,214 | $0 | $0 | $6,870,786 | $0 | $0 | 2007 | false | false | Yes (true) | Yes (true) |
| B | $4,118,250 | $0 | $10,000,000 | $0 | $419,227 | $0 | $98,500 | $0 | $0 | $9,482,273 | $0 | $0 | 2005 | false | false | Yes (true) | Yes (true) |
| C | $11,555,000 | $0 | $21,331,147 | $0 | $0 | $0 | $298,742 | $0 | $0 | $0 | $21,032,405 | $0 | 2017 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
| C | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||||||
| A | false | false | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) | |
| 0 | |||||||||||||
| B | false | false | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) | 29. |
| 0 | |||||||||||||
| C | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I, Column (F) | DESCRIPTION OF PURPOSE: BOND A (2006): CONSTRUCTION AND EQUIPMENT FOR NEW DORMITORY FACILITY BOND B (2004): CONSTRUCTION, EQUIPMENT AND NEW DORMITORY FACILITY AND CERTAIN UTILITY EFFICIENCY UPGRADES BOND C (2017): ADVANCE REFUNDING OF REMAINING SERIES 2007 BONDS BOND A (2016): CONSTRUCTION, EQUIPMENT AND FURNISHING CERTAIN STUDENT HOUSING AND REFUND PORTION OF THE SERIES 2007 BOND BOND B (2005): CONSTRUCTION AND EQUIPMENT FOR NEW DORMITORY FACILITY |
| SCHEDULE K, PART IV, LINE 2C | REBATE COMPUTATION: SAN LEANNA EDUCATION FACILITIES CORP THAT WAS ISSUED ON 06/04/2004 PERFORMED AN ARBITRAGE COMPUTATION ON 12/04/2006. SAN LEANNA EDUCATION FACILITIES CORP THAT WAS ISSUED ON 01/11/2005 PERFORMED AN ARBITRAGE COMPUTATION ON 12/04/2006. SAN LEANNA EDUCATION FACILITIES CORP THAT WAS ISSUED ON 08/01/2006 PERFORMED AN ARBITRAGE COMPUTATION ON 05/06/2010. RED RIVER EDUCATION FINANCE CORPORATION, HIGHER EDUCATION REVENUE BONDS, (SAINT EDWARDS UNIVERSITY PROJECT), SERIES 2016 THAT WAS ISSUED ON JUNE 28, 2016. PERFORMED ARBITRAGE COMPUTATIONS ON 06/29/2018. RED RIVER EDUCATION FINANCE CORPORATION, HIGHER EDUCATION REVENUE REFUNDING BONDS, (SAINT EDWARDS UNIVERSITY PROJECT), SERIES 2017 THAT WAS ISSUED ON APRIL 20, 2017 PERFORMED ARBITRAGE COMPUTATIONS ON 5/17/2019. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| RED RIVER EDUCATION FINANCE CORPORATION | ||||||||
| A | 752791247 | 756870AQ4 | 2016-06-28 | $79,953,738 | SEE SCHEDULE K, PART VI | false | false | false |
| SAN LEANNA EDUCATION FACILITIES CORP | ||||||||
| B | 201275212 | 000000000 | 2005-01-11 | $2,917,000 | SEE SCHEDULE K, PART VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,445,000 | $0 | $79,953,738 | $0 | $0 | $0 | $790,000 | $0 | $0 | $37,185,330 | $41,978,408 | $0 | 2018 | false | Yes (true) | Yes (true) | Yes (true) |
| B | $825,500 | $0 | $2,917,000 | $0 | $0 | $0 | $45,000 | $0 | $0 | $2,872,000 | $0 | $0 | 2007 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||||||
| A | false | false | false | Yes (true) | false | Yes (true) | false | 0 | false | Yes (true) | |||
| 0 | |||||||||||||
| B | false | false | false | Yes (true) | Yes (true) | Yes (true) | false | 0 | false | Yes (true) | 29. | Yes (true) | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $60,668 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SCIENTIFIC EQUIPMENT | 1 | $39,500 | FMV |
| Yes (X) | Photography Equipment | 2 | $70,962 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN B | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED: THE AMOUNTS IN THIS COLUMN ARE THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | EXECUTIVE COMMITTEE: THE EXECUTIVE COMMITTEE OF THE UNIVERSITY IS COMPOSED OF AT LEAST FIVE VOTING MEMBERS OF THE BOARD OF TRUSTEES, INCLUDING THE OFFICERS OF THE BOARD AND, EX OFFICIO, THE PRESIDENT OF ST. EDWARD'S UNIVERSITY. MEMBERS OF THIS COMMITTEE, OTHER THAN THE OFFICERS OF THE BOARD AND THE PRESIDENT, ARE APPOINTED BY THE CHAIRPERSON OF THE BOARD, THESE APPOINTMENTS BEING RATIFIED BY VOTE OF THE FULL BOARD. THE EXECUTIVE COMMITTEE CAN EXERCISE ALL POWERS OF THE BOARD AT SUCH TIMES AS THE BOARD IS NOT IN SESSION, EXCEPT THAT IT DOES NOT HAVE THE POWER TO ALTER OR REVOKE ANY PREVIOUS ORDER, RESOLUTION, OR VOTE OF A MEETING OF THE BOARD UNLESS SPECIFICALLY GRANTED SUCH POWER BY THE BOARD. IT DOES NOT HAVE THE POWER TO ELECT OR REMOVE OFFICERS OF THE BOARD OF TRUSTEES, ELECT OR REMOVE THE PRESIDENT OF ST. EDWARD'S UNIVERSITY, OR TO AMEND THE CHARTER OR BYLAWS OF THE CORPORATION. THE COMMITTEE CANNOT ACT ON MATTERS PROPERLY THE FIRST RESPONSIBILITY OF STANDING COMMITTEES FOR REVIEW, STUDY, AND RECOMMENDATION TO IT AND/OR TO THE BOARD, EXCEPT IN EMERGENCIES OF CONSEQUENCE TO ST. EDWARD'S UNIVERSITY GENERALLY. THE FUNCTIONS OF THIS COMMITTEE ALSO INCLUDE EVALUATION OF THE STATED MISSION AND GOALS OF THE UNIVERSITY. THE EXECUTIVE COMMITTEE HAS A STANDING SUBCOMMITTEE, APPOINTED BY THE CHAIRPERSON OF THE BOARD, RESPONSIBLE FOR REVIEWING THE COMPENSATION PACKAGE OF THE PRESIDENT AND RECOMMENDING THE SAME TO THE FULL COMMITTEE. THE SUBCOMMITTEE WILL ALSO OVERSEE THE COMPENSATION PACKAGES OF SENIOR STAFF TO ASSURE COMPLIANCE WITH APPLICABLE LAW, REGULATION AND GOOD PRACTICE. REGULAR AND SPECIAL MEETINGS SHALL BE AT THE CALL OF THE CHAIRPERSON OR PRESIDENT OR UPON WRITTEN REQUEST OF ANY TWO VOTING TRUSTEE MEMBERS OF THE COMMITTEE. |
| FORM 990, PART VI, SECTION A, LINE 7A | POWER TO ELECT OR APPOINT MEMBERS OF GOVERNING BODY: AS PROVIDED FOR IN THE MERGER AGREEMENT, THE PROVINCIAL SUPERIOR OF CONGREGATION OF HOLY CROSS MOREAU PROVINCE AND ANOTHER THREE ACTIVE TRUSTEES TO BE NAMED BY THE CONGREGATION OF HOLY CROSS MOREAU PROVINCE ARE MEMBERS OF THE UNIVERSITY BOARD OF TRUSTEES. ALL OTHER MEMBERS OF THE BOARD OF TRUSTEES ARE ELECTED. THE BOARD OF TRUSTEES IS SELF-PERPETUATING AND SHALL CONSIST OF TRUSTEES ELECTED BY THE BOARD AND THOSE PERSONS ELECTED AS EMERITI OR WHO SIT WITH THE TRUSTEES, EX OFFICIO. |
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS TO REVIEW FORM 990: The Chief Financial Officer (who reports to the University's President) is responsible for overseeing all tax compliance matters for St. Edward's University. The underlying schedules and support are prepared by the Controller and reviewed by the CFO. The Controller uploads all support to the tax preparer's tax software which in turn generates the draft 990 return. The tax preparer reviews the final 990 for consistency with relevant tax laws and regulations. Thereafter, the university's form 990 is reviewed by the Controller, CFO, and the university's tax preparer. Next, the university's CFO and Controller review the university's form 990 one final time before the return is provided to the university's fiduciary committee of its board of trustees, which has been delegated appropriate authority to review the return on behalf of the university's board of trustees. Subsequent to its review, the fiduciary committee reports back to the full board of trustees regarding its oversight of form 990, and the final draft of the university's form 990 {including all required schedules thereto) is provided to. The entire board of trustees so it is able to make any appropriate inquiries regarding the data contained in the university's form 990 before the return is filed. |
| FORM 990, PART VI, SECTION B, LINE 12C | PROCESS TO MONITOR AND ENFORCE COMPLIANCE WITH CONFLICT OF INTEREST POLICY: ST. EDWARD'S UNIVERSITY'S CONFLICT OF INTEREST POLICY IS APPLICABLE TO ALL MEMBERS OF THE UNIVERSITY'S BOARD OF TRUSTEES, OFFICERS, AND HIGHEST COMPENSATED EMPLOYEES. A CONFLICT IS DEEMED TO EXIST IN THE EVENT THAT A TRUSTEE, OFFICER OR FAMILY MEMBER OF EITHER IS AFFILIATED WITH AN ORGANIZATION THAT MAY TRANSACT BUSINESS WITH THE UNIVERSITY. THE POLICY DEFINES TRUSTEE, OFFICER, FAMILY MEMBERS, AND AFFILIATION. DISCLOSURE OF ANY OR ALL OF THESE TYPES OF RELATIONSHIPS OR THE APPEARANCE OF SUCH RELATIONSHIPS IS REQUIRED TO BE MADE ANNUALLY BY SEPTEMBER OR AS SOON AS A POTENTIAL CONFLICT ARISES. THE DISCLOSURES FOR TRUSTEES AND OFFICERS ARE MADE IN WRITING ON THE ST. EDWARD'S CONFLICT OF INTEREST FORM AND SUBMITTED TO THE CHIEF OF STAFF IN THE OFFICE OF THE PRESIDENT. AFTER COLLECTING THE CONFLICT OF INTEREST FORMS, THE CHIEF OF STAFF PROVIDES THE PRESIDENT AND CHAIR OF THE BOARD WITH A REPORT STATING WHETHER OR NOT THERE ARE ANY CONFLICTS. IF ANY POTENTIAL CONFLICTS ARE DISCLOSED, UNIVERSITY'S LEGAL COUNSEL IS TO BE NOTIFIED. COUNSEL WILL IN TURN DETERMINE IF AN ACTUAL CONFLICT EXISTS. IF A CONFLICT IS DETERMINED TO EXIST WITH A TRUSTEE THE MATTER IS REPORTED TO THE UNIVERSITY PRESIDENT AND BOARD CHAIR. IF A CONFLICT IS DETERMINED TO EXIST WITH A UNIVERSITY OFFICER, THE MATTER IS REPORTED TO THE UNIVERSITY PRESIDENT. IN EITHER CASE, THE INDIVIDUAL(S) RECEIVING THE REPORT MUST TAKE ALL APPROPRIATE ACTION SUCH AS ABSTAIN FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINES 15A & 15B | COMPENSATION OF CEO AND OTHER OFFICERS: FOR THE UNIVERSITY PRESIDENT, THE UNIVERSITY ENGAGES NATIONAL SEARCH FIRMS TO SOLICIT CANDIDATES WHO MEET THE ESTABLISHED CRITERIA FOR THE OPEN POSITION. AS PART OF THE WORK PERFORMED BY THESE FIRMS, A SALARY RANGE ACCEPTABLE TO THE UNIVERSITY IS DETERMINED AND COMPARED TO INDUSTRY DATA. ALL WORK PERFORMED BY THE NATIONAL FIRM IS REVIEWED BY AN INTERNALLY APPOINTED SEARCH COMMITTEE. COMPENSATION INCREASES FOR THE PRESIDENT ARE APPROVED BY THE BOARD OF TRUSTEES. FOR THE UNIVERSITY OTHER OFFICERS, THE UNIVERSITY ENGAGES NATIONAL SEARCH FIRMS TO SOLICIT CANDIDATES WHO MEET THE ESTABLISHED CRITERIA FOR THE OPEN POSITION. AS PART OF THE WORK PERFORMED BY THESE FIRMS, A SALARY RANGE ACCEPTABLE TO THE UNIVERSITY IS DETERMINED AND COMPARED TO INDUSTRY DATA. ALL WORK PERFORMED BY THE NATIONAL FIRM IS REVIEWED BY AN INTERNALLY APPOINTED SEARCH COMMITTEE. ONCE INDIVIDUALS ARE HIRED, ANY INCREASE IN COMPENSATION FOR KEY EMPLOYEES IS APPROVED BY THE PRESIDENT AND REVIEWED BY THE BOARD OF TRUSTEES. EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE AND REVIEWS ALL INDIVIDUALS ON 990 AND DOCUMENTS IN THE MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABILITY OF DOCUMENTS: UNIVERSITY POLICIES, INCLUDING THE CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC ON OUR WEBSITE. GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES: $1,439,565 CHANGE IN FV OF SWAP |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 2908 SOUTH CONGRESS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2908 S CONGRESS AVENUE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823317354 | EIN |
| Primary Activities | HOLDING CO. | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Total Income | -$138,963 | TotalIncomeAmt |
| End Of Year Assets | $6,207,592 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST EDWARD'S | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC CEMETERY ASSOCIATION OF AUSTIN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3650 SOUTH HI-35 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741185658 | EIN |
| Primary Activities | CEMETERY | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 1 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST EDWARD'S | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC CEMETERY ASSOCIATION OF AUSTIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $50,000 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |