CONCORDIA UNIVERSITY TEXAS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CONCORDIA UNIVERSITY TEXAS (EIN 74-1161941)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202521349349306157
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T12:11:02-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S 6TH ST 2300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741161941 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONCORDIA UNIVERSITY TEXAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONC | BusinessNameControlTxt |
| Phone | 5123133000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 CONCORDIA UNIVERSITY DRIVE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78726 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL GREGORY | PersonNm |
| Person Title | VP OF ADMIN. AND FINANCE | PersonTitleTxt |
| Phone | 5123133000 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN A GRIES | PreparerPersonNm |
| PTIN | P00078514 | PTIN |
| Phone | 6128764500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DONALD CHRISTIAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 CONCORDIA UNIVERSITY DRIVE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78726 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $66,482,206 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 1709 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CONCORDIA.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1926 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | PROVIDING FOUR-YEAR UNDERGRADUATE PROGRAMS, AN ACCELERATED NURSING PROGRAM, MASTER DEGREE PROGRAMS IN EDUCATION, PUBLIC HEALTH AND BUSINESS, AND DOCTORATE DEGREE PROGRAMS IN EDUCATION AND NURSING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 664 | TotalEmployeeCnt |
| Total Volunteers | 370 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,757,875 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,739,073 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $59,735,725 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $53,859,767 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,300,428 | PYInvestmentIncomeAmt |
| CY Investment Income | -$1,788,790 | CYInvestmentIncomeAmt |
| PY Other Revenue | $615,687 | PYOtherRevenueAmt |
| CY Other Revenue | $1,107,176 | CYOtherRevenueAmt |
| PY Total Revenue | $68,409,715 | PYTotalRevenueAmt |
| CY Total Revenue | $60,917,226 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $19,934,900 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $19,397,600 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,717,958 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,066,573 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $951,707 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $31,040,314 | PYOtherExpensesAmt |
| CY Other Expenses | $32,716,836 | CYOtherExpensesAmt |
| PY Total Expenses | $69,693,172 | PYTotalExpensesAmt |
| CY Total Expenses | $69,181,009 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,283,457 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,263,783 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $167,302,903 | TotalAssetsBOYAmt |
| Total Assets EOY | $162,956,338 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $53,693,582 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $55,551,174 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $113,609,321 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $107,405,164 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CONCORDIA UNIVERSITY TEXAS EMPOWERS STUDENTS OF ALL BACKGROUNDS TO LEAD LIVES OF CRITICAL THOUGHT, COMPASSIONATE ACTION, AND COURAGEOUS LEADERSHIP. AS A LIBERAL ARTS UNIVERSITY ROOTED IN THE LUTHERAN TRADITION AND ALIGNED WITH THE LUTHERAN CHURCH-MISSOURI SYNOD, CONCORDIA DEVELOPS THE MIND, HEART, SOUL, AND BODY, PREPARING LEADERS FOR LIVES OF SERVICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $48,403,580 | ExpenseAmt |
| Grant | $19,397,600 | GrantAmt |
| Revenue | $53,859,767 | RevenueAmt |
| Desc | HIGHER EDUCATION: THE UNIVERSITY'S PRIMARY PURPOSE IS TO PROVIDE A FOUR-YEAR UNDERGRADUATE PROGRAM LEADING TO A DEGREE IN VARIOUS DISCIPLINES AND TO SUPPORT THESE DISCIPLINES WITH CONTINUING EDUCATION. THE UNIVERSITY OFFERS GRADUATE PROGRAMS LEADING TO A MASTERS DEGREE IN EDUCATION, PUBLIC HEALTH, AND BUSINESS. IN ADDITION, THE UNIVERSITY OFFERS DOCTORATE PROGRAMS LEADING TO DOCTORATE IN EDUCATION AND NURSING PRACTICE. ALL EXPENDITURES RELATE TO THE EDUCATIONAL PROGRAM. (1900 STUDENTS). | Desc |
| Total Program Service Expenses | $48,403,580 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2280 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 664 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL GREGORY | PersonNm |
| Phone | 5123133000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 CONCORDIA UNIVERSITY DRIVE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78726 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| CHRISTOPHER BANNWOLF | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JIM CLEARY | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MAGGIE LANDWERMEYER | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DENISE PATRICK | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HEIDI LEWIS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM ALBERS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BETTY VOSHAGE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTY CARR | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LONNIE GONZALES | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH RICH HERCZEG | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY BETH GAERTNER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE ABREGO | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE NEWMAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETE HAMES | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| QUENTIN ANDERSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RAY KYM | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA DOERING | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT LINEBRINK | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE SOHNS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SYLVIA SCHMIDT | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TED CROFFORD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD CHRISTIAN | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $294,599 | $0 | $167,461 | ||
| KRISTI KIRK | |||||||
| PROVOST & EXECUTIVE VP | 40.00 | Yes (X) | $251,666 | $0 | $180,117 | ||
| ELIZABETH ATHERTON SR VP OF | |||||||
| EXTERNAL AFFAIRS | 40.00 | Yes (X) | $214,773 | $0 | $12,480 | ||
| KC POSPISIL | |||||||
| VP OF ACADEMIC OPERATIONS | 40.00 | Yes (X) | $149,644 | $0 | $21,370 | ||
| DANIEL GREGORY | |||||||
| VP OF ADMIN. AND FINANCE | 40.00 | Yes (X) | $146,965 | $0 | $19,988 | ||
| ELAINA JACKSON | |||||||
| VP OF ENROLL., MKTG, AND COMM. | 40.00 | Yes (X) | $132,902 | $0 | $19,076 | ||
| PATRICK CARLOV | |||||||
| VP OF PHILANTHROPY | 40.00 | Yes (X) | $214,447 | $0 | $27,917 | ||
| JACOB BOESSLING | |||||||
| VP OF FAITH IDENTITY AND CULTURE | 40.00 | Yes (X) | $29,500 | $0 | $7,893 | ||
| RONDA SEAGRAVES | |||||||
| VP STUDENT DEVELOPMENT & ATHLETICS | 40.00 | Yes (X) | $109,194 | $0 | $8,497 | ||
| MONICA YNDO | |||||||
| ASSOCIATE PROFESSOR OF PSYCHOLOGY | 40.00 | Yes (X) | $106,843 | $0 | $6,610 | ||
| CLINT MOKRY | |||||||
| HEAD BASEBALL COACH | 40.00 | Yes (X) | $100,156 | $0 | $4,020 | ||
| LYNETTE GILLIS | |||||||
| VP OF STRATEGIC FINANCE | 40.00 | Yes (X) | $95,156 | $0 | $9,140 | ||
| JEFFREY UTZINGER | |||||||
| DEAN OF TEACHING AND LEARNING | 40.00 | Yes (X) | $96,830 | $0 | $7,893 | ||
| STEPHANIE HARTZELL | |||||||
| DIRECTOR OF COLLEGE OF EDUCATION | 40.00 | $106,700 | $0 | $17,212 | Yes (X) | ||
| TONYA WARD | |||||||
| DIR OF UNDERGRAUATE NURSING PROGRAM | 40.00 | $123,600 | $0 | $14,080 | Yes (X) | ||
| STANLEY BONEWITZ | |||||||
| ASSOC DIR OF ATHLETICS & HEAD COACH | 40.00 | $114,240 | $0 | $15,521 | Yes (X) | ||
| AMBER SHAMMAS | |||||||
| SR DIR. COLLEGE OF HEALTH SCIENCES | 40.00 | $105,237 | $0 | $7,002 | Yes (X) | ||
| ALEX HERRON | |||||||
| ASSOCIATE VP OF DIGITAL LEARNING | 40.00 | $106,429 | $0 | $9,275 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,498,881 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $555,552 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ORBIS EDUCATION SERVICES LLC | |||||
| 2600 CAMELBACK RD | PHOENIX | AZ | 85017 | RECRUITING AND HOSTING | $9,308,364 |
| COLLEGIS EDUCATION | |||||
| 1415 W 22ND ST STE 220 | OAK BROOK | IL | 60523 | ADMINISTRATIVE COMPUTING SUPPORT | $3,214,517 |
| SODEXO INC & AFFILIATES | |||||
| PO BOX 360170 | PITTSBURGH | PA | 15251 | CAFETERIA MANAGEMENT | $2,164,869 |
| DTK FACILITY SERVICES LLC | |||||
| 8571 KATY FWY STE 114 | HOUSTON | TX | 77024 | MAINTENANCE SERVICES | $636,012 |
| LIAISON HOLDINGS LLC | |||||
| 311 ARSENAL STREET STE 5600 | WATERTOWN | MA | 02472 | MARKETING | $547,994 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 34 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,621,375 | GovernmentGrantsAmt |
| All Other Contributions | $4,117,698 | AllOtherContributionsAmt |
| Total Contributions | $7,739,073 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $48,630,209 | $48,630,209 |
| AUXILIARY ENTERPRISES | 611710 | $4,933,909 | $4,933,909 |
| SUMMER CAMPS | 611310 | $295,649 | $295,649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $53,859,767 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,252,088 | TotalRevenueColumnAmt |
| Exclusion | $1,252,088 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $370,009 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $50,155 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $319,854 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $319,854 | TotalRevenueColumnAmt |
| Exclusion | $319,854 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,473,947 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,309,958 | SecuritiesAmt |
| Other | $3,204,867 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $163,989 | SecuritiesAmt |
| Other | -$3,204,867 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,040,878 | TotalRevenueColumnAmt |
| Exclusion | -$3,040,878 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER REVENUES | 611710 | $762,097 | $762,097 |
| FINES AND PENALTIES | 611710 | $25,225 | $25,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $787,322 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,917,226 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $53,859,767 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$681,614 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,397,600 | TotalAmt |
| Program Services | $19,397,600 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,284,507 | TotalAmt |
| Program Services | $167,908 | ProgramServicesAmt |
| Management And General | $2,764,759 | ManagementAndGeneralAmt |
| Fundraising | $351,840 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,629,716 | TotalAmt |
| Program Services | $10,306,493 | ProgramServicesAmt |
| Management And General | $208,519 | ManagementAndGeneralAmt |
| Fundraising | $114,704 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $682,870 | TotalAmt |
| Program Services | $539,824 | ProgramServicesAmt |
| Management And General | $120,279 | ManagementAndGeneralAmt |
| Fundraising | $22,767 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,586,460 | TotalAmt |
| Program Services | $1,243,027 | ProgramServicesAmt |
| Management And General | $300,487 | ManagementAndGeneralAmt |
| Fundraising | $42,946 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $883,020 | TotalAmt |
| Program Services | $711,398 | ProgramServicesAmt |
| Management And General | $146,602 | ManagementAndGeneralAmt |
| Fundraising | $25,020 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,374 | TotalAmt |
| Management And General | $89,374 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,014 | TotalAmt |
| Management And General | $109,014 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,092,128 | TotalAmt |
| Program Services | $7,629,095 | ProgramServicesAmt |
| Management And General | $1,422,362 | ManagementAndGeneralAmt |
| Fundraising | $40,671 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,110,193 | TotalAmt |
| Program Services | $34,252 | ProgramServicesAmt |
| Management And General | $1,056,378 | ManagementAndGeneralAmt |
| Fundraising | $19,563 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,123,945 | TotalAmt |
| Program Services | $916,466 | ProgramServicesAmt |
| Management And General | $170,613 | ManagementAndGeneralAmt |
| Fundraising | $36,866 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,490,180 | TotalAmt |
| Program Services | $386,304 | ProgramServicesAmt |
| Management And General | $3,061,049 | ManagementAndGeneralAmt |
| Fundraising | $42,827 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,048,622 | TotalAmt |
| Program Services | $2,671,652 | ProgramServicesAmt |
| Management And General | $1,293,610 | ManagementAndGeneralAmt |
| Fundraising | $83,360 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,013,173 | TotalAmt |
| Program Services | $962,925 | ProgramServicesAmt |
| Management And General | $30,027 | ManagementAndGeneralAmt |
| Fundraising | $20,221 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,116 | TotalAmt |
| Program Services | $231,108 | ProgramServicesAmt |
| Management And General | $43,963 | ManagementAndGeneralAmt |
| Fundraising | $40,045 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,523,998 | TotalAmt |
| Program Services | $1,012,020 | ProgramServicesAmt |
| Management And General | $480,984 | ManagementAndGeneralAmt |
| Fundraising | $30,994 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,483,562 | TotalAmt |
| Program Services | $1,814,549 | ProgramServicesAmt |
| Management And General | $1,600,205 | ManagementAndGeneralAmt |
| Fundraising | $68,808 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604,512 | TotalAmt |
| Program Services | $378,959 | ProgramServicesAmt |
| Management And General | $214,478 | ManagementAndGeneralAmt |
| Fundraising | $11,075 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| RETIREMENT EXIT FEE | $4,044,473 | $4,044,473 |
| FOOD SERVICES | $1,303,712 | $1,303,712 |
| BAD DEBT EXPENSE | $1,279,129 | $1,279,129 |
| BANK FEES | $85,705 | $85,705 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,181,009 | TotalAmt |
| Program Services | $48,403,580 | ProgramServicesAmt |
| Management And General | $19,825,722 | ManagementAndGeneralAmt |
| Fundraising | $951,707 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,694,463 | BOYAmt |
| EOY | $5,288,593 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,188,874 | BOYAmt |
| EOY | $11,259,083 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,505,799 | BOYAmt |
| EOY | $2,238,250 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,751,923 | BOYAmt |
| EOY | $4,735,341 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $912,004 | BOYAmt |
| EOY | $1,093,765 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $135,939,628 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,716,707 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,143,833 | BOYAmt |
| EOY | $95,222,921 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,012,985 | BOYAmt |
| EOY | $23,903,974 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,066,200 | BOYAmt |
| EOY | $6,649,083 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,026,822 | BOYAmt |
| EOY | $12,565,328 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,302,903 | BOYAmt |
| EOY | $162,956,338 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,893,693 | BOYAmt |
| EOY | $2,304,519 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,105,378 | BOYAmt |
| EOY | $2,413,401 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $42,363,798 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,732 | BOYAmt |
| EOY | $53,330 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,645,779 | BOYAmt |
| EOY | $8,416,126 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,693,582 | BOYAmt |
| EOY | $55,551,174 | 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 | $78,959,452 | BOYAmt |
| EOY | $66,508,664 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,649,869 | BOYAmt |
| EOY | $40,896,500 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,609,321 | BOYAmt |
| EOY | $107,405,164 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,302,903 | BOYAmt |
| EOY | $162,956,338 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$8,263,783 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,632,065 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$572,439 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 250.00 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 395.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $105,680 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,422,359 | BeginningYearBalanceAmt |
| Contributions | $1,185,537 | ContributionsAmt |
| Investment Earnings Or Losses | $3,300,179 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,108,122 | OtherExpendituresAmt |
| End Year Balance | $31,799,953 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,480,089 | BeginningYearBalanceAmt |
| Contributions | $1,512,030 | ContributionsAmt |
| Investment Earnings Or Losses | $1,566,583 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,045,436 | GrantsOrScholarshipsAmt |
| Other Expenditures | $90,907 | OtherExpendituresAmt |
| End Year Balance | $28,422,359 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,815,188 | BeginningYearBalanceAmt |
| Contributions | $856,112 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,174,442 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $935,427 | GrantsOrScholarshipsAmt |
| Other Expenditures | $81,342 | OtherExpendituresAmt |
| End Year Balance | $26,480,089 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,167,705 | BeginningYearBalanceAmt |
| Contributions | $991,230 | ContributionsAmt |
| Investment Earnings Or Losses | $5,472,897 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $751,312 | GrantsOrScholarshipsAmt |
| Other Expenditures | $65,332 | OtherExpendituresAmt |
| End Year Balance | $30,815,188 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,742,871 | BeginningYearBalanceAmt |
| Contributions | $356,218 | ContributionsAmt |
| Investment Earnings Or Losses | $549,390 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $440,241 | GrantsOrScholarshipsAmt |
| Other Expenditures | $40,533 | OtherExpendituresAmt |
| End Year Balance | $25,167,705 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,821,225 | OtherCostOrOtherBasisAmt |
| Book Value | $25,821,225 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $92,753,901 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,693,231 | DepreciationAmt |
| Book Value | $65,060,670 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,660,805 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,005,743 | DepreciationAmt |
| Book Value | $1,655,062 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,703,697 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,017,733 | DepreciationAmt |
| Book Value | $2,685,964 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $95,222,921 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CASH VALUE OF LIFE INSURANCE | $157,991 |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $7,076,213 |
| INTEREST RATE SWAP ASSET | $5,331,124 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $12,565,328 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $43,629,407 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,632,065 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$19,970,039 | OtherRevenueAmt |
| Revenue Not Reported | -$17,337,974 | RevenueNotReportedAmt |
| Revenue Subtotal | $60,967,381 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$50,155 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$50,155 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $60,917,226 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $49,833,564 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $50,155 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $50,155 | ExpensesNotReportedAmt |
| Expenses Subtotal | $49,783,409 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $19,397,600 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $19,397,600 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $69,181,009 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | THE UNIVERSITY INCLUDES THE HISTORICAL VALUE OF THE CONSERVATION EASEMENT IN PROPERTY, PLANT AND EQUIPMENT ON ITS FINANCIAL STATEMENTS. THE EXPENSES FOR MAINTAINING THE EASEMENT, PAID TO TRAVIS COUNTY, ARE INCLUDED IN INSTITUTIONAL EXPENSES. |
| PART III, LINE 1A: | THE UNIVERSITY'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH AND SCIENTIFIC CURATORIAL PURPOSES. THE UNIVERSITY'S COLLECTIONS ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENTS OF FINANCIAL POSITION AND CONTRIBUTIONS OF COLLECTIONS ARE NOT REFLECTED IN THE STATEMENTS OF ACTIVITIES. |
| PART III, LINE 4: | THE UNIVERSITY'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH AND SCIENTIFIC CURATORIAL PURPOSES. THEREFORE, THE COLLECTIONS FURTHER THE ACADEMIC AND RELIGIOUS MISSION OF THE INSTITUTION. |
| PART IV, LINE 2B: | THE UNIVERSITY HOLDS FUNDS FOR VARIOUS STUDENT ORGANIZATIONS IN AN AGENCY TYPE ARRANGEMENT. |
| PART V, LINE 4: | THE UNIVERSITY'S ENDOWMENTS CONSISTS OF APPROXIMATELY 300 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. MAJORITY OF THE EARNINGS ARE USED TO PROVIDE SCHOLARSHIPS TO STUDENTS ATTENDING THE UNIVERSITY. A SMALL PERCENTAGE OF THE EARNINGS IS USED FOR OPERATIONAL SUPPORT AND EXPENSES. |
| PART X, LINE 2: | THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ACCORDING TO AN INTERNAL REVENUE SERVICE DETERMINATION LETTER. ACCORDINGLY, THE UNIVERSITY IS NOT SUBJECT TO FEDERAL INCOME TAXES EXCEPT TO THE EXTENT THEY DERIVE INCOME FROM CERTAIN ACTIVITIES NOT SUBSTANTIALLY RELATED TO THEIR TAX-EXEMPT PURPOSES (UNRELATED TRADE OR BUSINESS ACTIVITIES). THE UNIVERSITY HAD NO MATERIAL UNRELATED BUSINESS INCOME DURING THE YEAR. THEY ARE ALSO EXEMPT FROM STATE FRANCHISE TAXES. THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2024 AND 2023. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 27,988. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 597,883. NET (LOSS) GAIN ON INTEREST RATE AGREEMENT -1,198,310. SCHOLARSHIPS MOVED FROM THE STATEMENT OF REVENUE TO THE STATEMENT OF FUNCTIONAL EXPENSES -19,397,600. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES MOVED FROM THE FUNCTIONAL EXPENSE STATEMENT TO THE STATEMENT OF REVENUE -50,155. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES MOVED FROM THE FUNCTIONAL EXPENSE STATEMENT TO THE STATEMENT OF REVENUE 50,155. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS MOVED FROM THE STATEMENT OF REVENUE TO THE STATEMENT OF FUNCTIONAL EXPENSES 19,397,600. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | CONCORDIA PUBLICIZES ITS NONDISCRIMINATORY POLICY ON THE CONCORDIA.EDU HOMEPAGE, WHICH STATES "CONCORDIA UNIVERSITY TEXAS ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE COLLEGE OR UNIVERSITY. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL, AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSIONS POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND ATHLETIC AND OTHER COLLEGE OR UNIVERSITY-ADMINISTERED PROGRAMS." |
| SCHEDULE E, PART I, LINE 6 | STUDENTS INTERESTED IN APPLYING FOR FINANCIAL ASSISTANCE MUST SUBMIT A FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) AND BE ACCEPTED FOR ADMISSION TO CONCORDIA. CHURCH-WORK STUDENTS MUST ALSO COMPLETE A DECLARATION OF INTENT FROM THEIR HOME CHURCH. WHEN ALL REQUIRED FORMS HAVE BEEN RECEIVED IN THE OFFICE OF STUDENT FINANCIAL SERVICES (SFS), SFS COMPILES AN AWARD PACKAGE OF SCHOLARSHIPS, GRANTS, LOANS AND WORK STUDY PROGRAMS. ELIGIBILITY FOR FINANCIAL ASSISTANCE REQUIRES THAT A STUDENT BE ACCEPTED FOR ADMISSION OR ENROLLED AND MAINTAIN SATISFACTORY ACADEMIC PROGRESS ACCORDING TO ESTABLISHED STANDARDS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| STATE GRANTS - TEG (TUITION EQUALIZATION GRANT) TEXAS HIGHER EDUCATION | 539 | $2,302,354 |
| FEDERAL GRANTS - FSEOG GRANTS PROVIDED TO STUDENTS AS SCHOLARSHIPS | 227 | $287,998 |
| SCHOLARSHIPS FUNDED BY GIFTS AND/OR ENDOWMENT EARNINGS FROM VARIOUS DONORS. | 64 | $841,781 |
| SCHOLARSHIPS FUNDED BY CONCORDIA'S OPERATING BUDGET | 1094 | $15,965,467 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | STUDENTS INTERESTED IN APPLYING FOR FINANCIAL ASSISTANCE MUST SUBMIT A FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) AND BE ACCEPTED FOR ADMISSION TO CONCORDIA. CHURCH-WORK STUDENTS MUST ALSO COMPLETE A DECLARATION OF INTENT FROM THEIR HOME CHURCH. WHEN ALL REQUIRED FORMS HAVE BEEN RECEIVED IN THE OFFICE OF STUDENT FINANCIAL SERVICES (SFS), SFS COMPILES AN AWARD PACKAGE OF SCHOLARSHIPS, GRANTS, LOANS AND WORK STUDY PROGRAMS. ELIGIBILITY FOR FINANCIAL ASSISTANCE REQUIRES THAT A STUDENT BE ACCEPTED FOR ADMISSION OR ENROLLED AND MAINTAIN SATISFACTORY ACADEMIC PROGRESS ACCORDING TO ESTABLISHED STANDARDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DONALD CHRISTIAN | ||||||||||||||
| PRESIDENT & CEO | $286,279 | $0 | $0 | $0 | $8,320 | $0 | $27,388 | $0 | $140,073 | $0 | $462,060 | $0 | $0 | $0 |
| KRISTI KIRK | ||||||||||||||
| PROVOST & EXECUTIVE VP | $229,166 | $0 | $0 | $0 | $22,500 | $0 | $18,380 | $0 | $161,737 | $0 | $431,783 | $0 | $0 | $0 |
| PATRICK CARLOV | ||||||||||||||
| VP OF PHILANTHROPY | $184,447 | $0 | $0 | $0 | $30,000 | $0 | $15,400 | $0 | $12,517 | $0 | $242,364 | $0 | $0 | $0 |
| ELIZABETH ATHERTON SR VP OF | ||||||||||||||
| EXTERNAL AFFAIRS | $214,773 | $0 | $0 | $0 | $0 | $0 | $6,646 | $0 | $5,834 | $0 | $227,253 | $0 | $0 | $0 |
| KC POSPISIL | ||||||||||||||
| VP OF ACADEMIC OPERATIONS | $149,644 | $0 | $0 | $0 | $0 | $0 | $11,459 | $0 | $9,911 | $0 | $171,014 | $0 | $0 | $0 |
| DANIEL GREGORY | ||||||||||||||
| VP OF ADMIN. AND FINANCE | $143,994 | $0 | $0 | $0 | $2,971 | $0 | $10,363 | $0 | $9,625 | $0 | $166,953 | $0 | $0 | $0 |
| ELAINA JACKSON | ||||||||||||||
| VP OF ENROLL., MKTG, AND COMM. | $130,358 | $0 | $0 | $0 | $2,544 | $0 | $8,595 | $0 | $10,481 | $0 | $151,978 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | CONCORDIA UNIVERSITY TEXAS PROVIDES TRAVEL FOR SPOUSES OF EXECUTIVES WHEN THEIR PRESENCE IS DEEMED NECESSARY AND ADVANTAGEOUS TO THE UNIVERSITY. HOUSING IS PROVIDED TO THE PRESIDENT, DONALD CHRISTIAN AND THE PROVOST, KRISTI KIRK. THE VALUE OF THE HOUSING IS REFLECTED IN HIS/HER COMPENSATION INFORMATION. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODLOCH CULTURAL EDUCATION FACILITIES FINANCE CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 842457124 | BondIssuerEIN |
| Bond Issued | 2021-01-29 | BondIssuedDt |
| Issue Price | $53,500,000 | IssuePriceAmt |
| Purpose | CONSTRUCTION/REFINANCE | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $10,769,799 | RetiredAmt |
| Total Proceeds | $53,500,000 | TotalProceedsAmt |
| Capital Expenditures | $18,547,116 | CapitalExpendituresAmt |
| Other Spent Proceeds | $25,613,153 | OtherSpentProceedsAmt |
| Substantial Completion | 2022 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | 0 | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE UNIVERSITY DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PRESENTED FOR REVIEW TO THE BOARD OF REGENTS' FINANCE COMMITTEE CHAIR, WHO SHARES HIGHLIGHTS OF THE FORM 990 WITH THE OTHER BOARD MEMBERS AS APPLICABLE. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN THE CASE OF A CONFLICT OF INTEREST, THE ORGANIZATION TAKES THE FOLLOWING STEPS TO RESOLVE A CONFLICT OF INTEREST: EVERY BOARD OR COMMISSION MEMBER SHALL DISCLOSE TO THE CHAIRMAN OF THE AGENCY AND ALL STAFF SHALL DISCLOSE TO THE CHIEF EXECUTIVE OR EXECUTIVE DIRECTOR OF THE AGENCY ANY POTENTIAL CONFLICTS OF INTEREST. EACH CHAIRMAN OR CHIEF EXECUTIVE OR EXECUTIVE DIRECTOR SHALL DISCLOSE PERSONAL POTENTIAL CONFLICTS OF INTEREST TO THE APPROPRIATE BOARD OR COMMISSION. ALL SUCH DISCLOSURES SHALL BE REPORTED TO THE RESPECTIVE BOARD OR COMMISSION TO DETERMINE BY A VOTE OF ITS REMAINING IMPARTIAL MEMBERS WHETHER AN INAPPROPRIATE INTEREST EXISTS, AND SUCH VOTE SHALL BE RECORDED IN ITS OFFICIAL MINUTES. IN THE CASE OF OFFICERS, ALL SUCH DISCLOSURES SHALL BE REPORTED TO THE PRESIDENT TO DETERMINE WHETHER AN INAPPROPRIATE INTEREST EXISTS. THE UNIVERSITY REQUESTS AND VERIFIES THAT IT HAS A SIGNED CONFLICT OF INTEREST STATEMENT WHEN AN EMPLOYEE IS HIRED. STATEMENTS ARE ALSO COLLECTED ANNUALLY FROM BOARD MEMBERS AND KEY EMPLOYEES AND RECEIPT IS VERIFIED. ALL OTHER EMPLOYEES ARE NOTIFIED ANNUALLY OF THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | DURING THE FEBRUARY MEETING, CONCORDIA'S BOARD OF REGENTS DOES AN ANNUAL PERFORMANCE APPRAISAL OF THE PRESIDENT/CEO. THE BOARD VOTES ON AND APPROVES THE APPLICABLE RAISE AMOUNT AFTER IT REVIEWS THE SALARY AMOUNTS AGAINST COMPARABLE INSTITUTIONS AS NOTED ON THE CUPA SURVEY AND OTHER COMPARABLE DATA. COMPENSATION DECISIONS ARE DOCUMENTED IN THE COMMMITTEE MEETING MINUTES. THE PRESIDENT/CEO REVIEWS AND DETERMINES COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES WITH CONSULTATION WITH THE BOARD OF REGENTS. COMPENSATION IS BASED ON PERFORMANCE AND MARKET COMPARISONS AND OTHER COMPARABLE DATA. COMPENSATION DECISIONS ARE DOCUMENTED IN THE EMPLOYEE PERSONNEL FILES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FORM 990 TAX RETURN IS PROVIDED UPON REQUEST OR THROUGH THE GUIDESTAR.ORG WEBSITE, WHICH CONTAINS FINANCIAL AND GOVERNING INFORMATION. GENERAL INFORMATION IS AVAILABLE TO THE PUBLIC THROUGH THE WEBSITE WWW.CONCORDIA.EDU. ADDITIONAL INFORMATION MAY BE PROVIDED UPON WRITTEN REQUEST. |
| FORM 990, PART IX, LINE 11G | OUTSOURCED RECRUITING AND LMS MGMT: PROGRAM SERVICE EXPENSES 7,158,233. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,158,233. PROFESSIONAL CONSULTING ENGAGEMENTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 99,548. FUNDRAISING EXPENSES 14,036. TOTAL EXPENSES 113,584. OTHER TEMPORARY WORK: PROGRAM SERVICE EXPENSES 470,862. MANAGEMENT AND GENERAL EXPENSES 1,322,814. FUNDRAISING EXPENSES 26,635. TOTAL EXPENSES 1,820,311. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 27,988. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 597,883. NET (LOSS) GAIN ON INTEREST RATE AGREEMENT -1,198,310. |
| FORM 990, PART XII, LINE 2C: | THE UNIVERSITY HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONCORDIA UNIVERSITY TEXAS FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 CONCORDIA UNIVERSITY DR | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78726 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273255819 | EIN |
| Primary Activities | SUPPORT CONCORDIA UNIVERSITY TEXAS | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONCORDIA UNIVERSITY TEXAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| CHARITABLE REMAINDER UNITRUSTS (11) | ||||
| TRUST | TX | N/A | T | 0 |
| INSURANCE TRUST (1) | ||||
| TRUST | TX | N/A | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |