2022-04-14T17:35:10-05:00 2021-05-31 BKD LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2020-06-01 750926755 University of Dallas % DEBORAH ZIMMERMAN UNIV 9727215000 1845 E Northgate Dr Irving TX 75062 ROBERT WATLING CFO 9727215236 2022-04-15 true ROBERT WATLING 999009999 Jeanette Verrelli P00742631 9727028262 2 2020 2022-09-23 18:48:47Z Jonathan Sanford 1845 E Northgate Dr Irving TX 75062 113321049 false X www.udallas.edu X 1956 TX THE UNIVERSITY OF DALLAS IS DEDICATED TO THE PURSUIT OF WISDOM, OF TRUTH, AND OF VIRTUE AS THE PROPER AND PRIMARY ENDS OF EDUCATION. (CONTINUED ON SCH. O...) 37 36 1306 300 29368 4613 7430686 15984949 87639123 90124293 2798449 7055031 126532 139624 97994790 113303897 40558696 43845599 0 0 37105669 37786492 0 0 1748411 22772462 21415378 100436827 103047469 -2442037 10256428 173302623 199857473 42036149 37758653 131266474 162098820 X THE UNIVERSITY OF DALLAS IS DEDICATED TO THE PURSUIT OF WISDOM, OF TRUTH, AND OF VIRTUE AS THE PROPER AND PRIMARY ENDS OF EDUCATION. THE UNIVERSITY SEEKS TO EDUCATE ITS STUDENTS SO THEY MAY DEVELOP THE INTELLECTUAL AND MORAL VIRTUES, PREPARE THEMSELVES FOR LIFE AND WORK IN A PROBLEMATIC AND CHANGING WORLD, AND BECOME LEADERS ABLE TO ACT RESPONSIBLY FOR THEIR OWN GOOD AND FOR THE GOOD OF THEIR FAMILY, COMMUNITY, COUNTRY, AND CHURCH. false false 7207195 284453 12271459 THE SATISH & YASMIN GUPTA COLLEGE OF BUSINESS IS A PROFESSIONAL SCHOOL WHOSE PRIMARY PURPOSE IS TO PREPARE ITS STUDENTS TO BECOME COMPETENT AND RESPONSIBLE MANAGERS WHO ARE PRINCIPLED AND MORAL LEADERS. TO ACCOMPLISH THIS PURPOSE, WE SELECT AND RETAIN A DIVERSE AND TALENTED FACULTY AND STAFF. WE ENCOURAGE OUR FACULTY TO ENGAGE IN REAL WORLD PRACTICES THAT SUPPORT THEIR TEACHING AND RESEARCH AGENDAS. OUR FACULTY EMPHASIZE TEACHING AND LEARNING AND ENGAGE IN BASIC, APPLIED, AND PEDAGOGICAL RESEARCH. 66245637 41352632 74265561 THE CONSTANTIN COLLEGE OF LIBERAL ARTS SEEKS TO EDUCATE STUDENTS OF SERIOUSNESS, INTELLIGENCE AND SPIRIT IN ACCORDANCE WITH THE FUNDAMENTAL MISSION OF THE UNIVERSITY OF DALLAS - THE SPECIFIC MISSION OF THE CONSTANTIN COLLEGE IS TO PROVIDE UNDERGRADUATE EDUCATION THROUGH BACCALAUREATE DEGREE PROGRAMS WHICH INCLUDE A SUBSTANTIAL AND COHERENT CORE CURRICULUM COMMON TO ALL UNDERGRADUATES AND MAJOR STUDIES IN THE HUMANITIES AND SCIENCES PROPER TO LIBERAL LEARNING. THE CORE CURRICULUM EMPHASIZES THE STUDY OF THE GREAT DEEDS AND WORKS OF WESTERN CIVILIZATION ON, BOTH ANCIENT AND MODERN...(CONTINUED ON SCHEDULE O) 1861066 973910 2380636 The Braniff Graduate School seeks to accomplish at the highest level the university's commitment to the revival of the Western heritage of liberal education, the recovery of the Christian intellectual tradition and the renewal of Catholic theology in fidelity to the Church and in constructive dialogue with the modern world. Its specific purpose is to offer selected master's and doctoral programs in the liberal arts which recall these disciplines to their first principles and which will prepare students for careers in a variety of fields....(CONTINUED ON SCHEDULE O) 1255376 54032 759794 NEUHOFF SCHOOL OF MINISTRY 9942504 1207572 446843 OTHER 11197880 1261604 1206637 86511778 true true false false false false false false false true true true false false true true true false true true true false false false false false false true true true false false false false true false false false true false false false false false false false false true 143 0 true 1306 true true true true IT false false false true true false false false false false false X 37 36 false false false false false false false true true false false true true true true true true true true false NH X DEBORAH ZIMMERMAN 9727215177 1845 EAST NORTHGATE DR Irving TX 75062 X THOMAS HIBBS PRESIDENT END 3/2021 40.0 0.0 X X 376404 0 48062 JOHN PLOTTS EXECUTIVE VICE PRESIDENT 40.0 0.0 X 282662 0 43154 JONATHAN SANFORD PROVOST/PRESIDENT START 4/2021 40.0 0.0 X X 255420 0 45674 JASON TRUJILO VP ADVANCEMENT END 1/2021 40.0 0.0 X 238821 0 39331 BRETT LANDRY DEAN COLLEGE OF BUSINESS 40.0 0.0 X 245146 0 27918 SRINATH BELDONA PROFESSOR, MANAGEMENT, COB 40.0 0.0 X 178449 0 41093 JAMES WHITTINGTON PROFESSOR, MANAGEMENT, COB 40.0 0.0 X 168677 0 34684 ROBERT WATLING CFO 40.0 0.0 X 183180 0 20168 PETER HATLIE VP/DEAN ROME CAMPUS 40.0 0.0 X 143790 0 32928 RUCHI SHETH CHIEF INFORMATION OFFICER 40.0 0.0 X 165649 0 10489 GREG BELL ASSOC PROF, MANAGEMENT, COB 40.0 0.0 X 160884 0 10203 BRIAN MURRAY ASSOC PROF, MANAGEMENT, COB 40.0 0.0 X 145244 0 20588 LAURA MUNOZ ASSOC PROF., FINANCE, COB 40.0 0.0 X 143123 0 17786 SALLY HICKS DEAN CONST COLL. END 6/2020 40.0 0.0 X 128051 0 29039 KRISTINE MUNOZ-VETTER Asst VP Dev/VP Advancement 40.0 0.0 X 115451 0 37303 DAVID ANDREWS DEAN CONST COLL. START 7/2020 40.0 0.0 X 115232 0 34457 JOSHUA PARENS DEAN BRANIFF GRADUATE SCHOOL 40.0 0.0 X 110256 0 31338 THEODORE WHAPHAM DEAN SCHOOL OF MINISTRY 40.0 0.0 X 107811 0 30260 HEATHER LACHENAUER GEN COUNSEL/BOARD SECRETARY 40.0 0.0 X 118702 0 11749 MARISA DARBY REGISTRAR 40.0 0.0 X 59639 0 5942 CLARE VENEGAS Asst VP Mkt/VP MKTG START 4/21 40.0 0.0 X 40765 0 5458 RICHARD HUSSEINI CHAIRMAN 1.0 0.0 X X 0 0 0 BRIDGETT WAGNER VICE-CHAIR 1.0 0.0 X X 0 0 0 EDWARD BISHOP BURNS CHANCELLOR 1.0 0.0 X X 0 0 0 STEPHANIE BASCON NAB PRESIDENT 1.0 0.0 X X 0 0 0 TERRY O'HALLORAN TREASURER 1.0 0.0 X X 0 0 0 JEAN WHITE INTERIM TREASURER 1.0 0.0 X X 0 0 0 RANDALL MUCK SECRETARY 1.0 0.0 X X 0 0 0 JOE ARMES TRUSTEE 1.0 0.0 X 0 0 0 CHARLES BAUMANN TRUSTEE 1.0 0.0 X 0 0 0 WIN BELL TRUSTEE 1.0 0.0 X 0 0 0 LOUIS BROWN TRUSTEE 1.0 0.0 X 0 0 0 MARY DEVLIN CAPIZZI TRUSTEE 1.0 0.0 X 0 0 0 J BARRY CLARK TRUSTEE 1.0 0.0 X 0 0 0 KEVIN CARDINAL FARRELL TRUSTEE 1.0 0.0 X 0 0 0 EMMET FLOOD TRUSTEE 1.0 0.0 X 0 0 0 LOUIS GRABOWSKY TRUSTEE 1.0 0.0 X 0 0 0 PATRICK HAGGERTY TRUSTEE 1.0 0.0 X 0 0 0 GREGORY HOELSCHER TRUSTEE 1.0 0.0 X 0 0 0 CARY HYDEN TRUSTEE 1.0 0.0 X 0 0 0 WILLIAM KEFFLER TRUSTEE 1.0 0.0 X 0 0 0 ANNMARIE KELLY TRUSTEE 1.0 0.0 X 0 0 0 GREGORY BISHOP KELLY TRUSTEE 1.0 0.0 X 0 0 0 MIKE MAGUSIAK TRUSTEE 1.0 0.0 X 0 0 0 MARY MANNING TRUSTEE 1.0 0.0 X 0 0 0 THOMAS NEALON TRUSTEE 1.0 0.0 X 0 0 0 JOSEPH NEUHOFF TRUSTEE 1.0 0.0 X 0 0 0 NATHANIEL TAN PARKER TRUSTEE 1.0 0.0 X 0 0 0 LAURA FELIS QUINN TRUSTEE 1.0 0.0 X 0 0 0 MARY RITTER TRUSTEE 1.0 0.0 X 0 0 0 MARK BISHOP SEITZ TRUSTEE 1.0 0.0 X 0 0 0 NICHOLAS SERAFY JR TRUSTEE 1.0 0.0 X 0 0 0 MEGAN SMITH TRUSTEE 1.0 0.0 X 0 0 0 PATRICK STARK TRUSTEE 1.0 0.0 X 0 0 0 JULIE WEBER TRUSTEE 1.0 0.0 X 0 0 0 ALBERT ZAPANTA TRUSTEE 1.0 0.0 X 0 0 0 THOMAS ZELLERS TRUSTEE 1.0 0.0 X 0 0 0 3483356 0 577624 48 true true false ARAMARK CORPORATION 27310 NETWORK PL CHICAGO IL 606731273 FOOD SERVICES 2589764 EAB GLOBAL INC PO BOX 603519 CHARLOTTE NC 282603519 STUDENT MARKETING 1378942 JDC BUSINESS CORP PO BOX 117191 CARROLLTON TX 750117191 CAMPUS HOUSEKEEPING 481670 ELLUCIAN COMPANY LP 62578 COLLECTION CENTER DR CHICAGO IL 606930625 BANNER HOSTING 425841 TECHSCAPE INC 9800 BROCKBANK DR DALLAS TX 752202968 LANDSCAPING 286078 10 4500 10898938 5081511 222677 15984949 Tuition and Fees 611310 80714705 80714705 Auxiliary Activities 611710 9409588 9409588 90124293 1158561 1158561 0 56753 56753 50000 10922 39078 0 39078 39078 5896470 5896470 5896470 5896470 0 4500 6230 -6230 -6230 0 0 0 0 0 0 Perkins Fees 522291 20655 20655 WINE SALES 722410 16352 16352 PASS-THROUGH INCOME 900099 13016 13016 50023 113303897 90124293 29368 7165287 28067 28067 43817532 43817532 0 0 3065493 1707092 783280 575121 0 26807055 21040539 5129308 637208 1237659 977284 233529 26846 4696500 4112991 483357 100152 1979785 1501952 405070 72763 0 269853 140837 129016 128987 128987 0 0 351647 351647 7221729 5436157 1727098 58474 122295 10516 91057 20722 3114309 1890168 1157579 66562 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68074 42374 20655 277727 49588522 447633898 0.79880 0.65680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 74868752 2569357 25575950 538320 3509261 518945 98447533 74080561 1233864 3736342 475107 3277332 429576 74868752 76470796 367224 780323 453607 2684585 399590 74080561 56984487 17467566 5419237 426581 2583769 390144 76470796 54235879 -757980 6880002 319443 2705351 348620 56984487 0.39520 0.60480 true false 4844225 4844225 111515217 56306894 55208323 15742830 8808936 6933894 7983049 6243628 1739421 13148428 10825636 2322792 71048655 FUNDS HELD IN TRUST 7047 F INVESTMENT HEDGE FUNDS 11772212 F 11779259 0 Refundable Student Deposits 1298891 US Govt Refundable Advances 1869599 3168490 X 90588000 20353388 -42721774 -22368386 112956386 351647 -4136 347511 113303897 60225000 250952 250952 59974048 351647 42721774 43073421 103047469 SCHEDULE D, PART X, LINE 2 LIABILITY FOR UNCERTAIN TAX POSITIONS: The University is recognized as exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code (IRC). The University may be subject to federal and state income taxes on any net income from unrelated business activities. The University files a Form 990 (Return of University Exempt from Income Tax) annually and unrelated business income tax Form 990-T, as appropriate. Management has evaluated their material tax positions, which include such matters as the tax-exempt status of each entity and various positions relative to potential sources of unrelated business income tax (UBIT). As of May 31, 2021 and 2020, there were no uncertain tax positions that had not been recognized as a liability. Forms 990 and 990-T filed by the University are no longer subject to examination by the Internal Revenue Service for the fiscal years ended May 31, 2017 and prior. SCHEDULE D, PART V, LINE 4 INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS: THE INTENDED USE OF THE UNIVERSITY'S ENDOWMENT FUNDS IS TO SUPPORT THE INSTITUTION'S LONG TERM MISSION BY PROVIDING THE FINANCIAL STRENGTH NECESSARY TO CARRY OUT THE MISSION'S OPERATIONS. SCHEDULE D, PART XI, LINE 2D RECONCILIATION OF REVENUE PER AUDITED FINANCIALS WITH RETURN: SCHOLARSHIPS $(42,721,774) SCHEDULE D, PART XI, LINE 4B RECONCILIATION OF REVENUE PER AUDITED FINANCIALS WITH RETURN: FUNDRAISING EXPENSES $ (6,230) PASS-THROUGH INCOME FROM K-1 13,016 DIRECT RENT EXPENSES (10,922) --------- TOTAL $ (4,136) SCHEDULE D, PART XII, LINE 2D RECONCILIATION OF EXPENSES PER AUDITED FINANCIALS WITH RETURN: FUNDRAISING EXPENSES $ 6,230 BOND SWAP GAIN 233,800 DIRECT RENT EXPENSES 10,922 ------------- TOTAL $250,952 SCHEDULE D, PART XII, LINE 4B RECONCILIATION OF EXPENSES PER AUDITED FINANCIALS WITH RETURN: SCHOLARSHIPS $42,721,774 true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 2 STATEMENT OF RACIALLY NONDISCRIMINATORY POLICY: THE UNIVERSITY IS RACIALLY NONDISCRIMINATORY TOWARD ALL STUDENTS IN ACCORDANCE WITH ITS MISSION AND CORE PRINCIPLES. THE POLICY IS POSTED ON KEY RECRUITING PIECES SUCH AS THE VIEW BOOK, THE WEBSITE, THE STUDENT HANDBOOK, THE UNIVERSITY CATALOG AS WELL AS THE COMMON APPLICATION AND APPLY TEXAS PROGRAM. SCHEDULE E, PART I, LINE 3 EXPLANATION OF NONDISCRIMINATION POLICY: PURSUANT TO REV. PROC. 75-50, THE UNIVERSITY IS NOT REQUIRED TO USE THE NEWSPAPER. HOWEVER, THE NONDISCRIMINATORY POLICY IS PUBLISHED ON ITS WEBSITE WHICH WE VIEW AS A BROADCAST MEDIA THAT SERVES THE GENERAL PUBLIC. IN ADDITION THE POLICY IS PROMOTED DURING STUDENT SOLICITATION TRIPS BY THE OFFICE OF ADMISSIONS WHEN THE SUBJECT IS RAISED. FINALLY THE GENERAL PUBLIC IS AWARE OF THE UNIVERSITY'S RACIAL NONDISCRIMINATION POLICY BECAUSE OF THE UNIVERSITY'S CLOSE ASSOCIATION WITH THE DIOCESE OF DALLAS. DATA IS AVAILABLE UPON REQUEST. SCHEDULE E, PART I, LINE 6A EXPLANATION OF GOVERNMENT FINANCIAL AID: THE UNIVERSITY RECEIVED ASSISTANCE FOR STUDENT FINANCIAL AID FROM THE US DEPARTMENT OF EDUCATION IN THE FORM OF: SUBSIDIZED AND UNSUBSIDIZED DIRECT LOANS, PARENTS AND GRADUATE PLUS LOANS, COLLEGE WORK STUDY, SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS (SEOG), HEERF AND PELL GRANTS. ADDITIONAL ASSISTANCE WAS RECEIVED FROM THE TEXAS HIGHER EDUCATION COORDINATION BOARD IN THE FORM OF TEXAS EQUALIZATION GRANTS AND COLLEGE ACCESS LOANS. TSBPA SCHOLARSHIPS ARE PROVIDED FOR THE FIFTH YEAR ACCOUNTING STUDENTS NEEDING FINANCIAL ASSISTANCE. Europe (Including Iceland and Greenland) 1 18 Program Services ROME CAMPUS 1922113 Central America and the Caribbean 0 0 Investments 3689837 Europe (Including Iceland and Greenland) 0 0 Unrelated Trade or Business 59042 1 18 1 18 5670992 5670992 false false false true false false true CHURCH OF THE INCARNATION 1750 NORTHGATE DR IRVING TX 75062 756248067 501(C)(3) 27317 General Community Support 1 SCHOLARSHIP - UD AWARDS 3118 40318605 SCHOLARSHIP - TEG GRANTS 384 1415449 SCHOLARSHIP - NATIONAL MERIT 29 972180 SCHOLARSHIP - S EOG GRANT 95 142000 HEERF AWARDS 710 969298 SCHEDULE I, PART I, LINE 2 PROCEDURE FOR MONITORING USE OF GRANTS: ALL GRANT FUNDS ARE DETERMINED AND AWARDED BY THE OFFICE OF ENROLLMENT MANAGEMENT AND STUDENT FINANCIAL AID CONSISTENT WITH THE UNIVERSITY'S POLICIES AS WELL AS FEDERAL AND STATE GUIDELINES. GRANTEES MUST MAINTAIN PREDETERMINED ACADEMIC LEVELS IN ORDER TO QUALIFY FOR SUBSEQUENT GRANTS. THE UNIVERSITY OFTEN RECEIVES CONTRIBUTIONS FROM THE PUBLIC WITH THE INTENT TO BE GIVEN TO THE CHURCH. THE UNIVERSITY DOES NOT MONITOR THE USE OF ANY ASSISTANCE GIVEN DUE TO THE NATURE OF THE DONATIONS. X X true true X X X X false false false false false false false false false THOMAS HIBBS PRESIDENT END 3/2021 337338 0 0 0 39066 0 19950 0 28341 0 424695 0 0 0 JONATHAN SANFORD PROVOST/PRESIDENT START 4/2021 254616 0 0 0 804 0 18200 0 27703 0 301323 0 0 0 JOHN PLOTTS EXECUTIVE VICE PRESIDENT 281695 0 0 0 967 0 19950 0 23433 0 326045 0 0 0 JASON TRUJILO VP ADVANCEMENT END 1/2021 238048 0 0 0 773 0 9479 0 30378 0 278678 0 0 0 KRISTINE MUNOZ-VETTER Asst VP Dev/VP Advancement 114610 0 0 0 841 0 8486 0 29046 0 152983 0 0 0 ROBERT WATLING CFO 183101 0 0 0 79 0 12896 0 8445 0 204521 0 0 0 BRETT LANDRY DEAN COLLEGE OF BUSINESS 215014 0 0 0 30132 0 15024 0 15014 0 275184 0 0 0 SALLY HICKS DEAN CONST COLL. END 6/2020 105097 0 0 0 22954 0 7948 0 21264 0 157263 0 0 0 PETER HATLIE VP/DEAN ROME CAMPUS 143422 0 0 0 368 0 10495 0 25464 0 179749 0 0 0 SRINATH BELDONA PROFESSOR, MANAGEMENT, COB 178212 0 0 0 237 0 11241 0 30080 0 219770 0 0 0 JAMES WHITTINGTON PROFESSOR, MANAGEMENT, COB 168297 0 0 0 380 0 10993 0 25507 0 205177 0 0 0 GREG BELL ASSOC PROF, MANAGEMENT, COB 160756 0 0 0 128 0 10203 0 229 0 171316 0 0 0 RUCHI SHETH CHIEF INFORMATION OFFICER 149847 0 0 0 15802 0 10489 0 229 0 176367 0 0 0 BRIAN MURRAY ASSOC PROF, MANAGEMENT, COB 145112 0 0 0 132 0 10453 0 10364 0 166061 0 0 0 LAURA MUNOZ ASSOC PROF., FINANCE, COB 143065 0 0 0 58 0 8183 0 9955 0 161261 0 0 0 SCHEDULE J, PART I, LINE 1A BENEFITS PROVIDED TO PERSONS LISTED ON THE 990: THE UNIVERSITY, AS PART OF ITS EXECUTIVE COMPENSATION PROCESS, HAS AGREED TO PAY CERTAIN COSTS SUCH AS HOUSING, AUTOMOBILE AND SOCIAL CLUB DUES AND INCLUDES THESE PAYMENTS IN THE EXECUTIVE'S COMPENSATION AS TAXABLE INCOME. THE INDIVIDUALS AUTHORIZED TO RECEIVE SUCH PAYMENTS ARE ISOLATED TO SENIOR OFFICER SUCH AS THE PRESIDENT, EXECUTIVE VICE PRESIDENT EXTERNAL AFFAIRS, VICE PRESIDENT OF ADVANCEMENT AND VICE PRESIDENT STUDENT ENROLLMENT. 153094 SCHOLARSHIPS FINANCIAL ASSISTANCE X 8 222677 STOCK EXCHANGE false true false SCHEDULE M, PART I, LINE 9(B) NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED: THE AMOUNT REPORTED REFLECTS THE NUMBER OF CONTRIBUTORS. SCHEDULE M, PART I, LINE 9(D) METHOD OF DETERMING NONCASH CONTRIBUTION AMOUNTS: THE AMOUNT OF THE GIFT IS EQUAL TO THE AVERAGE OF THE STOCKS HIGH AND LOW VALUE ON THE DAY OF THE GIFT AS MEASURED ON THE STOCK EXCHANGE. FORM 990, PART I, LINE 1 DESCRIPTION OF ORGANIZATION MISSION: (CONTINUED FROM PAGE 1) ... THE UNIVERSITY SEEKS TO EDUCATE ITS STUDENTS SO THEY MAY DEVELOP THE INTELLECTUAL AND MORAL VIRTUES, PREPARE THEMSELVES FOR LIFE AND WORK IN A PROBLEMATIC AND CHANGING WORLD, AND BECOME LEADERS ABLE TO ACT RESPONSIBLY FOR THEIR OWN GOOD AND FOR THE GOOD OF THEIR FAMILY, COMMUNITY, COUNTRY, AND CHURCH. FORM 990, PART III, LINE 4B CONSTANTIN COLLEGE OF LIBERAL ARTS: (CONTINUED FROM PART III) ... The majors are built upon the core and invite students to disciplined inquiry into fundamental aspects of being and of our relation to God, to nature and to fellow human beings. The curriculum as a whole seeks to enable students to achieve the knowledge of nature and the understanding of the human condition necessary for them to comprehend the fundamental character of the world in which they are called to live and work. FORM 990, PART III, LINE 4C BRANIFF GRADUATE SCHOOL: (CONTINUED FROM PART III)... These programs seek to enable students t0 acquire the knowledge and skills necessary for work in particular fields and to understand the principles of learning and the virtues of mind and heart which are constitutive of excellence in their life's work. FORM 990, PART III, LINE 4D OTHER PROGRAM EXPENSES: The mission of the Neuhoff School of Ministry is to provide theological education for Transformative service. Neuhoff School of Ministry students, immersed in the Catholic Theological tradition, develop critical skills for theological reflection and receive high quality education and information that is necessary for personal growth, professional ministry and transformative service to the Catholic Church, the broader Christian community and the wider world. The Neuhoff School of Ministry offers practice-oriented programs of theological studies and pastoral ministry including degrees, certificates, conferences, ongoing seminars, lectures and continuing education. FORM 990, PART VI, SECTION A, LINE 1A DELEGATION OF AUTHORITY: THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE BISHOP OF THE ROMAN CATHOLIC DIOCESE OF DALLAS, THE PRESIDENT OF THE UNIVERSITY, THE BOARD CHAIR, THE VICE CHAIR, THE CHAIR OF ALL THE STANDING COMMITTEES AND TWO (2) AT LARGE VOTING MEMBERS OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE SHALL EXERCISE THE POWERS OF THE BOARD OF TRUSTEES IN THE INTERIM BETWEEN BOARD MEETINGS EXCEPT THAT, UNLESS SPECIFICALLY EMPOWERED BY THE BOARD TO DO SO, IT MAY NOT SELL OR ALIENATE THE UNIVERSITY LAND, ALTER BYLAWS, OR APPOINT OR REMOVE THE PRESIDENT OF THE UNIVERSITY OR A MEMBER OF THE BOARD OF TRUSTEES. ALL DECISIONS OF THE COMMITTEE SHALL BE BY MAJORITY VOTE OF THE PARTICIPATING COMMITTEE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW FORM 990: THE FINANCIAL INFORMATION AND SUPPORTING DOCUMENTATION FOR FORM 990 ARE PROVIDED TO THE UNIVERSITY'S TAX ACCOUNTANTS FOR REVIEW AND PREPARATION. A DRAFT OF THE 990 IS REVIEWED BY MANAGEMENT STAFF AND THE CFO AND IS THEN SUBMITTED TO THE AUDIT COMMITTEE FOR THEIR REVIEW. FOLLOWING THE AUDIT COMMITTEE REVIEW, THE FORM 990 IS ELECTRONICALLY SUBMITTED TO EACH MEMBER OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C PROCESS USED TO MONITOR AND ENFORCE COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE UNIVERSITY OBTAINS DOCUMENTATION ON AN ANNUAL BASIS from All employees Director level and above, as well as certain key employees and Board members REGARDING POSSIBLE CONFLICTS OF INTEREST. TO THE EXTENT A TRUSTEE HAS A CONFLICT, THAT INDIVIDUAL IS NOT ALLOWED TO VOTE ON ANY ISSUE REGARDING THE ITEM IN CONFLICT. FORM 990, PART VI, SECTION B, LINES 15A & 15B PROCESS FOR DETERMINING COMPENSATION: THE UNIVERSITY COLLECTS WAGE AND BENEFIT INFORMATION ON UNIVERSITIES OF SIMILAR SIZE AND STATURE FOR THE PRESIDENT AND OTHER SELECTED OFFICER POSITIONS BASED ON THE INFORMATION IN THE SURVEYED SCHOOLS' FORM 990. THE UNIVERSITY ALSO COLLECTS ANNUAL WAGE AND COMPENSATION INFORMATION FROM THE ANNUAL COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION (CUPA) SURVEY FOR USE IN SALARY DETERMINATIONS. BASED ON THESE SURVEYS, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES APPROVES CHANGES TO THE SALARIES OF DEANS AND ABOVE. RECOMMENDED CHANGES MADE BY THE EXECUTIVE COMMITTEE TO THE PRESIDENT'S SALARY ARE REVIEWED BY THE FULL BOARD OF TRUSTEES. THE REVIEWS ARE DOCUMENTED IN THE EMPLOYEE FILES. AS additional Documentation, the Board signs the President's contract at the time of the review. FORM 990, PART VI, SECTION C, LINE 19 PROCESS USED TO MAKE DOCUMENTS AVAILABLE TO THE PUBLIC: THE UNIVERSITY DOES NOT MAKE AVAILABLE TO THE PUBLIC ITS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY OR ITS GOVERNING DOCUMENTS. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS: BOND SWAP Gain $233,800 PASS-THROUGH INCOME FROM K-1 (13,016) OTHER RECONCILING ITEM 1,746 ------------- TOTAL $222,530