2022-04-05T15:46:21-05:00 2021-05-31 363990892 Capin Crouse LLP 5605 N MacArthur Blvd Suite 210 Irving TX 75038 990 2020-06-01 750808791 Hardin-Simmons University HARD 3256701000 2200 Hickory St Campus Box 16005 Abilene TX 79698 Jodie McGaughey VP for Finance 3256701000 2022-04-05 1 Jodie McGaughey 999009999 Daren Daiga P01074795 5055022746 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Eric Bruntmyer 2200 Hickory St Campus Box 16005 Abilene TX 79698 197715399 0 X www.hsutx.edu X 1891 TX To be a community providing excellence in education enlightened by Christian faith and values. 36 35 1149 81 0 0 9029691 11998524 61619295 64719453 29583121 14772616 0 0 100232107 91490593 26808608 29393172 0 0 26031099 23741030 0 0 998354 27750731 25234401 80590438 78368603 19641669 13121990 298184307 358972798 50792433 48334755 247391874 310638043 The mission of Hardin-Simmons University is to be a community dedicated to providing excellence in education enlightened by Christian faith and values. 0 0 68121269 29393172 64719453 For more than 125 years, Hardin-Simmons University (HSU) has been providing excellence in education, enlightened by Christian faith and values. HSU's 200 acre campus provides a family-style community to more than 1,500 undergraduate students and over 500 graduate and doctoral students. Through its seven academic divisions, HSU offers more than 50 undergraduate majors and minors as well as 15 graduate degrees. Campus life includes opportunities for intellectual, social, cultural and spiritual development through service groups, academic clubs and intramural sports, as well as 18 varsity sports in NCAA Division III. 68121269 1 1 0 0 0 0 0 1 0 1 1 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 1 1 1 0 0 1 2847 0 1 1149 1 0 0 0 0 0 0 0 0 0 0 0 0 X 36 35 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X Jodie McGaughey 3256701000 2200 Hickory St Campus Box 16005 Abilene TX 79698 Mr Bryan Adams Trustee 1.00 X 0 0 0 Dr Kevin Beam Trustee 1.00 X 0 0 0 Mr Chad Braun Trustee 1.00 X 0 0 0 Mrs Martha Brooks Trustee (part year) 1.00 X 0 0 0 Dr Brad Butler Trustee 1.00 X 0 0 0 Mrs Linda Carter Trustee 1.00 X 0 0 0 Dr Craig Cury Trustee 1.00 X 0 0 0 Mr Jason Darby Trustee 1.00 X 0 0 0 Mr Chuck Davis Trustee 1.00 X 0 0 0 Mr Jeremy Edmiston Trustee 1.00 X 0 0 0 Mr Bill Gibson Trustee 1.00 X 0 0 0 Dr Jimmy D Hunter Trustee 1.00 X 0 0 0 Mrs Louise Jones Trustee (part year) 1.00 X 0 0 0 Dr Jimmie Keeling Trustee 1.00 X 0 0 0 Mr Kyler Keeter Trustee (part year) 1.00 X 0 0 0 Mrs Peggy Manning Trustee 1.00 X 0 0 0 Mrs Amy McAdams Trustee 1.00 X 0 0 0 Mrs Joy Jordan Mergele Trustee (part year) 1.00 X 0 0 0 Mrs Laura Moore Trustee 1.00 X 0 0 0 Dr Dan Munton Trustee 1.00 X 0 0 0 Dr George Newman Trustee 1.00 X 0 0 0 Mrs Candy Noble Trustee 1.00 X 0 0 0 Mr Filemon Ortiz Jr Trustee 1.00 X 0 0 0 Mr Jerry Phillips Trustee 1.00 X 0 0 0 Mr Drue Pounds Trustee 1.00 X 0 0 0 Dr Jud Powell Trustee (part year) 1.00 X 0 0 0 Mr Ronnie Price Trustee 1.00 X 0 0 0 Mr Louis Revor Trustee 1.00 X 0 0 0 Mrs Daisy Dominguez Sanchez Trustee 1.00 X 0 0 0 Mrs Jamie Sanders Trustee 1.00 X 0 0 0 Mr Joe Sharp Trustee 1.00 X 0 0 0 Mr Rick Strange Trustee 1.00 X 0 0 0 Mrs Melinda Stricklin Trustee 1.00 X 0 0 0 Mrs Jill Teague Trustee 1.00 X 0 0 0 Mrs Roxi Vanstory Trustee 1.00 X 0 0 0 Dr Michael Waters Trustee 1.00 X 0 0 0 Mr Jon Wheeler Trustee 1.00 X 0 0 0 Mrs Angie Wiley Trustee 1.00 X 0 0 0 Miss Vishia Wilson Trustee 1.00 X 0 0 0 Mr Tom Womble Trustee 1.00 X 0 0 0 Mr Darin Wood Trustee 1.00 X 0 0 0 Eric Bruntmyer President 40.00 X 307035 0 116178 Christopher McNair Provost/Chief Academic Officer 39.50 0.50 X 193416 0 59816 Jodie McGaughey VP for Finance 40.00 X 167084 0 20669 Mike Hammack VP for Inst. Adv. 40.00 X 131649 0 47170 Vicki House VP for Enroll 40.00 X 106077 0 55617 Stacey Martin VP for Student Life 40.00 X 105168 0 39485 Michael Monhollon Asst. Provost/Chief Data Officer 40.00 X 156683 0 39156 Janelle O'Connell Dean/College of Hlth Prof 40.00 X 149435 0 21279 Donalyn Alexander Dean PHSSN/Professor of Nursing 40.00 X 144930 0 20487 Jennifer Eames Assoc. Prof. PA 40.00 X 137524 0 22031 Robert McIntyre Prof. of Business Admin. 40.00 X 128807 0 26552 Jesse Burleson Head Football Coach 40.00 X 122990 0 26867 1850798 0 495307 29 0 1 0 The Crowe Group Inc 417 S 11th St Abilene TX 79602 Construction 2376433 Aramark Services Inc 2200 Hickory St Abilene TX 79601 Food Services 1973975 American Building 1 Village Dr Abilene TX 79601 Janitorial Services 1290130 BMA Architects Inc 1318 South Main St Ste 102 Duncanville TX 75137 Architect 702287 Apogee Telecom Inc 1905 A Kramer Lane Austin TX 78758 Network Services 459581 22 538289 5778726 5681509 507006 11998524 Tuition and Fees 611310 53913230 53913230 Auxiliary Activities 611710 7402833 7402833 Other Program Revenue 611710 3403390 3403390 64719453 10600052 10600052 110397370 106194806 30000 4202564 -30000 4172564 4172564 91490593 64719453 0 14772616 29393172 29393172 1536836 573872 793811 169153 29308 29308 17799460 15229765 2180371 389324 410965 319014 77220 14731 2672256 2048556 524635 99065 1292205 1059297 191246 41662 303080 303080 37200 37200 820466 820466 28417 6474 21943 770665 70006 648577 52082 3801846 2729221 893016 179609 1231382 82681 1148701 8375781 8182990 192791 557205 479086 50521 27598 1158936 1125482 33454 4518693 4111904 406789 1412737 462448 947102 3187 Aramark Food Service 2217993 2217993 78368603 68121269 9248980 998354 2314441 2947826 2521929 2903835 2132759 911776 1830385 2747812 338391 458473 172983960 75777890 92482289 97206070 55229448 177118144 108980258 39107008 32354407 35571854 298184307 358972798 6640859 6540258 9347447 9738034 8032841 11740049 20728788 20236414 5470000 80000 572498 0 50792433 48334755 X 102571294 123808814 144820580 186829229 247391874 310638043 298184307 358972798 X 13121990 46300622 606110 3217447 X 0 1 X 1 1 1 X 7660532 9084060 9076362 9029691 11998524 46849169 7660532 9084060 9076362 9029691 11998524 46849169 46849169 11713818 10128239 10078610 13194729 10600052 55715448 102564617 272460026 0.45680 0.46030 X Schedule A, Part II The organization is a school as described under 170(b)(1)(A)(ii) and is not required to complete a public support schedule. Schedule A, Part II is completed to verify the School can qualify under public charity status section 170(b)(1)(A)(vi) and qualifies to use the first listed special rule for Schedule B reporting. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 173500 3142242 X 0 165682521 4693526 58521573 14105253 214792367 171261406 49301441 -6928322 47952004 165682521 154624935 3867173 56742947 20527256 23446393 171261406 140858304 2700360 24144881 13078610 154624935 125240285 4341125 20886531 9609637 140858304 0.35704 0.64296 1 1 1 7517135 7517135 126877493 49547359 77330134 28518825 25053336 3465489 10070507 1177195 8893312 97206070 Real Estate 1022530 F Mineral Interests 25063692 F Highground Investments 336699 F Enhanced Cash Fund 291738 F Group Investment Fund - Oil 1352 F Community Foundation of Abilene 792144 F Domestic Bonds 6902133 F Corporate Securities 4696720 F 39107008 Beneficial Interests in Trusts 11533774 Perpetual Trusts Held by Others 24038080 35571854 Part III, Line 1a: The collection consists of rare books, Bible collections and artifacts used for educational purposes. Part V, Line 4: The earnings from the endowments provide funding for scholarships, faculty development and provide additional operating resources for various campus departments and activities. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 The organization currently enrolls students of racial minority groups in meaningful numbers consistent with the publicity exception found in Rev. Proc. 75-50 section 4.03(2)(b). The organization has also updated its website homepage to include the nondiscriminatory policy. Schedule E, Part I, Line 6 Hardin-Simmons University receives scholarship grants from federal agencies and the state of Texas to assist students with their costs of education. HSU participates in the direct loan program which provides students federal subsidized loans to assist with their educational costs. HSU also received financial assistance from the Higher Education Emergency Relief Funds (HEERF) as part of the CARES Act. 1 Scholarships 1838 28425495 HEERF Grants 1681 967677 Part I, Line 2: For all scholarship funds, student financial services has established specific criteria in regards to eligibility and selection. The eligibility requirements of the students are documented and monitored for compliance. HEERF Grants were awarded to eligible students in accordance with HEERF requirements and guidelines. The actual scholarships are credited to the student's tuition bills. No scholarships or grants are awarded directly to the recipients. X X 1 1 X X X 0 0 0 0 0 0 0 0 0 Eric Bruntmyer President 296852 0 0 0 10183 0 14084 0 104545 0 425664 0 0 0 Christopher McNair Provost/Chief Academic Officer 188523 0 0 0 4893 0 8972 0 52070 0 254458 0 0 0 Michael Monhollon Asst. Provost/Chief Data Officer 156287 0 0 0 396 0 7382 0 32794 0 196859 0 0 0 Jodie McGaughey VP for Finance 166177 0 0 0 907 0 7931 0 13964 0 188979 0 0 0 Mike Hammack VP for Inst. Adv. 111103 0 0 0 20546 0 5313 0 42918 0 179880 0 0 0 Janelle O'Connell Dean/College of Hlth Prof 148344 0 0 0 1091 0 6973 0 15395 0 171803 0 0 0 Donalyn Alexander Dean PHSSN/Professor of Nursing 144138 0 0 0 792 0 7000 0 14666 0 166596 0 0 0 Vicki House VP for Enroll 104032 0 0 0 2045 0 4910 0 51747 0 162734 0 0 0 Jennifer Eames Assoc. Prof. PA 137464 0 0 0 60 0 6631 0 16420 0 160575 0 0 0 Robert McIntyre Prof. of Business Admin. 127498 0 0 0 1309 0 6120 0 21384 0 156311 0 0 0 Jesse Burleson Head Football Coach 122930 0 0 0 60 0 6008 0 21879 0 150877 0 0 0 Part I, Line 1a Housing Allowance & Personal Services: As a condition of employment, and as a convenience to the University, the President is provided a home on University grounds. The University also provides grounds care and housekeeping for the home since the President hosts functions for the University at his home. The home is provided as a nontaxable benefit to the President. The University provides social club dues as taxable compensation to the President, the Provost & Chief Academic Officer and the Vice President for Institutional Advancement. A Wallis Education Facilities Finance Corporation 760599530 2016-12-21 8908552 Refinance of 4/30/13 and 8/31/07 bonds 0 0 0 B Splendora Cultural Education Facilities Finance Corp 760664368 2020-03-05 6000000 Construction 0 0 0 A 8908552 60771 8847781 2018 1 0 1 1 B 6000000 61000 5939000 2022 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 1 Frost Bank 9.000000000000 1 0 0 0 1 B 0 0 1 0 1 1 Frost Bank 18.000000000000 1 0 0 0 1 A 1 B 1 130415 Merit Scholarships Educational Assistance Adrienne Morgan Family Member of Mrs. Daisy Dominguez Sanchez, Trustee 29308 Wages 0 X 4 210576 Market Value X 2 122930 Market Value X 2 173500 Appraisal 1 0 1 1 Part I, Column (b): The number of contributions represent the number of contributions received, not the number of items donated. Part I, Line 32b: HighGround Advisors markets and sells certain noncash contributions, including real estate property outside of Abilene. Form 990, Part VI, Section A, line 7a Per the Bylaws of the organization, the board of trustees consists of 36 members, with the majority of the trustees appointed by the Baptist General Convention of Texas. Form 990, Part VI, Section A, line 8b The organization has no committees with authority to act on behalf of the governing body. Therefore, this line was answered no in accordance with the instructions. Form 990, Part VI, Section B, line 11b Form 990 is prepared by an independent CPA firm and reviewed in detail by the University's Controller, VP of Finance and Finance Committee. The reviewed Form 990 is provided to the entire board of trustees prior to filing with the IRS. Form 990, Part VI, Section B, line 12c The organization requires all officers and board members to annually complete and sign a conflict of interest questionnaire. The officers of the board are responsible for reviewing the signed statements and ensuring that interested persons are in compliance with the conflict of interest policy. Should any potential conflicts of interest be disclosed, the board member or officer would be asked to refrain from participation in any deliberation or decision with regard to matters affected by the relationship. Form 990, Part VI, Section B, line 15 Line 15a: The board of trustees evaluates and determine the compensation for the President of the University. Salary comparison information is provided to the trustees from sources such as the Council for Christian Colleges & Universities (CCCU), the Chronicle of Higher Education and a survey of other Texas Baptist colleges and universities. The deliberation and decision are documented in the board minutes. Line 15b: The board of trustees designates the responsibility of evaluating the Vice Presidents and setting their salary to the President. This includes officers and key employees. The President reviews the survey of other Texas Baptist colleges and universities and other comparability data to determine compensation and raises. The process is documented in the employee file. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy and financial statements available upon request. Form 990, Part XI, line 9: Change in Value Perpetual Trusts 2,421,970. Change in Value Split Interest Agreements 795,477. Hardin-Simmons University Academic Foundation HSU Box 16100 Abilene TX 79698 756044322 Support HSU TX 501(c)(3) Line 12a, I Hardin-Simmons University 1 Hardin-Simmons University School of Music Foundation HSU Box 16000 Abilene TX 79698 752356410 Support HSU Music TX 501(c)(3) Line 12a, I Hardin-Simmons University 1 Baptist General Convention of Texas 7557 Rambler Rd Ste 1200 Dallas TX 75231 756044885 Convention of Churches TX 501(c)(3) Line 1 N/A 0 HighGround Advisors 1717 Main St Ste 1400 Dallas TX 752014622 750891441 Investment Management TX 501(c)(3) Line 7 Baptist General Convention of Texas 0 Irrevocable trusts (4) Trust TX Hardin-Simmons University 1 Charitable remainder unitrust (3) Trust TX Hardin-Simmons University 1 Charitable lead unitrust (1) Trust TX Hardin-Simmons University 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 Hardin-Simmons University Academic Foundation C Hardin-Simmons University Academic Foundation L Hardin-Simmons University Academic Foundation O Hardin-Simmons University School of Music Foundation L Hardin-Simmons University School of Music Foundation O