2022-09-20T13:02:48-05:00 2021-08-31 363990892 Capin Crouse LLP 5605 N MacArthur Blvd Suite 210 Irving TX 75038 990 2020-09-01 741554976 South Texas College of Law Houston Inc SOUT 7136598040 1303 San Jacinto Street Houston TX 77002 Michael F Barry President & Dean 7136598040 2022-09-20 1 Michael Barry 999009999 Daren Daiga P01074795 5055022746 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z Michael F Barry 1303 San Jacinto Street Houston TX 77002 72804014 0 X WWW.STCL.EDU X 1966 TX To provide an exceptional legal education to a diverse body of students. 22 22 426 22 0 0 3621304 9601445 33749458 34280156 1127287 2479770 -85408 -33795 38412641 46327576 5456585 6096995 0 0 24022643 21912697 0 0 1046616 10260019 12396426 39739247 40406118 -1326606 5921458 120457875 126826165 26630390 23114270 93827485 103711895 South Texas College of Law Houston provides a diverse body of students the opportunity to obtain an exceptional legal education, preparing graduates to serve their community and profession with distinction. 0 0 30277102 6096995 34280156 Professional Education: Provided legal instruction to 1,043 full and part time students, conferring 278 Doctor of Jurisprudence degrees. Provided access to 595,357 library volume equivalents to student and the practicing community. Held various other programs of interest to the public and practicing attorneys. 30277102 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 1363 0 1 426 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 X Kim Goodwin 7136598040 1303 San Jacinto Street Houston TX 77002 J Kenneth Johnson Chairman 5.00 X X 0 0 0 Genora Boykins Board Member 1.00 X 0 0 0 Stewart W Gagnon Board Member 5.00 X 0 0 0 Justice Eva Guzman Board Member 1.00 X 0 0 0 Michael Hays Board Member 2.00 X 0 0 0 Michael W Milich Board Member 0.50 X 0 0 0 Gordon Quan Board Member 0.50 X 0 0 0 Randall Sorrels Board Member 2.00 X 0 0 0 James D Thompson III Board Member 1.00 X 0 0 0 Larry Baillargeon Board Member 0.50 X 0 0 0 Darryl M Burman Board Member 2.00 X 0 0 0 Randy Howry Board Member 2.00 X 0 0 0 Joseph R Lopez Board Member 1.00 X 0 0 0 Andy Sommerman Board Member 1.00 X 0 0 0 Ruthie N White Board Member 1.00 X 0 0 0 Nicholas Lanza Board Member 4.00 X 0 0 0 Don Jordan Board Member 3.00 X 0 0 0 Chris Hanslik Board Member 3.00 X 0 0 0 Justice Theresa Chang Board Member 2.00 X 0 0 0 Ryan Haun Board Member 2.00 X 0 0 0 Mary Lovett Board Member 2.00 X 0 0 0 Aaron Reimer Board Member 0.50 X 0 0 0 Michael F Barry President & Dean 37.50 X 356610 0 40444 Catherine Burnett VP Assoc. Dean & Prof. of LA 37.50 X 279233 0 34242 Donald J Guter Part Year President & Dean 37.50 X 275961 0 22077 Jeffrey Rensberger VP and Professor of Law 37.50 X 219716 0 43189 John Worley VP. Assoc Dean & Prof of Law 37.50 X 231957 0 30372 Stephen B Alderman VP and General Counsel 37.50 X 200501 0 48993 Mark Steiner VP Assoc. Dean & Prof. of Law 37.50 X 167400 0 40502 Vanessa Browne Barbour VP Assoc. Dean & Prof. of Law 37.50 X 160431 0 45458 Randy Marak VP of Information Technology 37.50 X 145928 0 37486 Cherie Taylor VP Assoc. Dean & Prof. of Law 37.50 X 184778 0 26225 Diane Summers VP of Mar Comm 37.50 X 139365 0 43176 Ted Field VP Assoc. Dean & Prof. of Law 37.50 X 173167 0 34162 Mindy Guthrie VP of Philan and Alum Relation 37.50 X 145965 0 23950 Bruce McGovern Professor of Law 37.50 X 150270 0 45059 Jennifer Hudson Corp. Sec. & Sr. Exec. Asst. 37.50 X 88713 0 39773 Maxine Goodman Professor of Law LRW 37.50 X 121886 0 42720 Mandi Gibson Ast. Dean, Std Aca Aff & Registration 37.50 X 86687 0 27197 Kim Goodwin Controller 37.50 X 92276 0 19509 Darcy Douglas VP Advancement & Alumni 37.50 X 0 0 0 David East Prof of Law and Director of TP 37.50 X 226768 0 42927 Jim Musselman Professor of Law 37.50 X 224749 0 43639 Elaine E Carlson Professor of Law 37.50 X 222711 0 43489 Richard Carlson Professor of Law 37.50 X 207083 0 41878 Geoffrey Corn Professor of Law 37.50 X 229149 0 18971 Helen Jenkins Prof. & Executive VP Emertius 37.50 X 188336 0 40062 T Gerald Treece VP. Assoc. Dean & Special CO 37.50 X 169292 0 24163 Gregory A Brothers Vice President and CFO 37.50 X 154906 0 26221 4843838 0 925884 66 1 1 0 Champion National Security 1616 Gateway Blvd Richardson TX 75080 Security Guard Services 472935 Ellucian Company 4 Country View Rd Malvern PA 19355 Computer Services 218647 EAB Global Inc 2445 M Street NW Washington DC 20037 Consulting Services 207102 Robert Half International 2613 Camino Ramon San Ramon CA 94583 Contracting Services 204712 BKD LLP 2700 Post Oak Blvd Ste 1500 Houston TX 77056 Audit Services 177763 8 80688 5595037 3925720 49729 9601445 Tuition & Fees 900099 34264894 34264894 Library Revenue 900099 14556 14556 706 706 34280156 1384595 1384595 47515 0 47515 47515 47515 27430331 26335156 1095175 1095175 1095175 21812 80688 141282 -119470 -119470 38160 38160 38160 46327576 34280156 0 2445975 6096995 6096995 3721673 2135299 1168484 417890 225036 225036 13580595 10880185 2516843 183567 667477 585069 60811 21597 2654579 1868204 742333 44042 1063337 902127 139501 21709 17041 17041 131556 131556 1435 1435 2155826 1231808 633343 290675 396510 396510 407808 81021 264580 62207 829523 161545 667978 2637203 2030646 606557 52776 49729 3047 22853 18185 3641 1027 197371 158599 38772 2365190 1821196 543994 863880 665188 198692 Events 155815 135240 20575 Memberships & Dues 138102 83725 53522 855 2023537 1147305 876232 40406118 30277102 9082400 1046616 146597 11474064 21083511 9468624 659445 664304 4662742 3947483 1107261 4199028 101813665 70126579 39479624 31687086 53318695 65385576 120457875 126826165 3484109 2909570 14381965 14793881 5100728 4037044 3663588 830336 0 543439 26630390 23114270 X 75543802 79300606 18283683 24411289 93827485 103711895 120457875 126826165 5921458 10062952 -6100000 0 X 0 1 X 1 1 1 X 2394459 2605293 2299474 3621304 9601445 20521975 2394459 2605293 2299474 3621304 9601445 20521975 930923 19591052 1428005 1621586 1724456 1508767 1432109 7714923 204180 251209 455389 38160 38160 28730447 156976146 0.68190 0.63030 X Schedule A, Part II, Line 10, Explanation of Other Income: Other Income - 2020 Amount: $ 38,160. 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, therefore, qualifies to use the first listed special rule for Schedule B reporting. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 40406118 40406118 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 Form 990, Schedule C, Part II-A The organization is completing Schedule C because they have made a 501(h) election, but they did not have any lobbying activity during the tax year. 45244124 1713197 11218414 1318743 284000 56572992 43632591 208238 3083385 1376700 303390 45244124 44194471 109003 586435 923349 333969 43632591 43394272 443737 2301476 1611043 333971 44194471 41104211 87332 4101611 1588764 310118 43394272 0.63166 0.36834 0 0 7691689 7691689 44762300 23148359 21613941 15159169 15155345 3824 34200507 31822875 2377632 31687086 Refundable Government Advance 537247 Annuities Payable 6192 543439 50433379 10062952 141281 10204233 40229146 1435 6096995 6098430 46327576 34448969 141281 141281 34307688 1435 6096995 6098430 40406118 Part V, Line 4: Income from the endowment funds is used to provide scholarships to students at South Texas College of Law, professorships for faculty and to provide operating funds for the College's library. Part XI, Line 2d - Other Adjustments: Fundraising Event Expenses 141,281. Part XI, Line 4b - Other Adjustments: Scholarships 6,096,995. Part XII, Line 2d - Other Adjustments: Fundraising Event Expenses 141,281. Part XII, Line 4b - Other Adjustments: Scholarships 6,096,995. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 Our Law School publicizes our racially nondiscriminatory policy on our recruiting brochures, our website and our admissions pages. This information is easily accessible from a variety of locations on our public website. The school has updated its homepage for full compliance to check "yes" on future Form 990's. Schedule E, Part I, Line 6 The College participates in the Federal Direct Loan Program and the Federal Work Study Program administered by the U.S. Department of Education. Additionally, it received Chapter 33 Post 9/11 GI Bill funding from the Department of Veterans Affairs. The College also received a grant from the Internal Revenue Service to assist in funding a low income tax clinic. From the state of Texas, the College receives the Tuition Equalization Grant and certain other legal services grants including the Victims Assistance Grant from the Office of the Attorney General to assist the civil practice clinics and immigration initiative. The College also received financial assistance from the Higher Education Emergency Relief Funds (HEERF) and the Paycheck Protection Program as part of the CARES Act. Gala 102500 80688 21812 81990 59292 102500 80688 21812 81990 59292 141282 -119470 1 Scholarships / Grants 911 5965596 HEERF Grants 940 131399 Part I, Line 2: Grants and scholarships are based upon applications filed with the College's Financial Aid Committee (for returning students) and with the Admissions Department for first semester entering students. The determination and awarding of federal grants and scholarship/grants is on a merit or need basis. The determination is also based upon availability of funds and criteria established by a donor or the College. The sources of funds come from tuition, endowments (either restricted by a donor or restricted internally by the College), private non-endowment grants, federal grants or grants from the state of Texas. Actual scholarships and grants are reviewed monthly against the budget and differences are analyzed and reconciled. At the end of each fiscal year, the College's financial statements and federal grants awarded are audited by an external audit firm. In addition, the state grants are subject to review of procedures by the same firm. X 0 1 X X X X 0 0 0 0 0 0 0 0 0 Michael F Barry President & Dean 356610 0 0 0 0 0 10669 0 32106 0 399385 0 0 0 Catherine Burnett VP Assoc. Dean & Prof. of LA 279233 0 0 0 0 0 22119 0 14133 0 315485 0 0 0 Donald J Guter Part Year President & Dean 275961 0 0 0 0 0 22077 0 1631 0 299669 0 0 0 David East Prof of Law and Director of TP 226768 0 0 0 0 0 17674 0 27264 0 271706 0 0 0 Jim Musselman Professor of Law 224749 0 0 0 0 0 18387 0 27369 0 270505 0 0 0 Elaine E Carlson Professor of Law 222711 0 0 0 0 0 18236 0 27343 0 268290 0 0 0 Jeffrey Rensberger VP and Professor of Law 219716 0 0 0 0 0 17937 0 27117 0 264770 0 0 0 John Worley VP. Assoc Dean & Prof of Law 231957 0 0 0 0 0 18249 0 13905 0 264111 0 0 0 Stephen B Alderman VP and General Counsel 200501 0 0 0 0 0 16979 0 34061 0 251541 0 0 0 Richard Carlson Professor of Law 207083 0 0 0 0 0 16625 0 27092 0 250800 0 0 0 Geoffrey Corn Professor of Law 229149 0 0 0 0 0 18272 0 2150 0 249571 0 0 0 Helen Jenkins Prof. & Executive VP Emertius 188336 0 0 0 0 0 14809 0 27096 0 230241 0 0 0 Cherie Taylor VP Assoc. Dean & Prof. of Law 184778 0 0 0 0 0 14668 0 13172 0 212618 0 0 0 Mark Steiner VP Assoc. Dean & Prof. of Law 167400 0 0 0 0 0 13771 0 28242 0 209413 0 0 0 Ted Field VP Assoc. Dean & Prof. of Law 173167 0 0 0 0 0 14165 0 21250 0 208582 0 0 0 Vanessa Browne Barbour VP Assoc. Dean & Prof. of Law 160431 0 0 0 0 0 13445 0 33558 0 207434 0 0 0 Bruce McGovern Professor of Law 150270 0 0 0 0 0 13045 0 33411 0 196726 0 0 0 T Gerald Treece VP. Assoc. Dean & Special CO 169292 0 0 0 0 0 11398 0 14102 0 194792 0 0 0 Randy Marak VP of Information Technology 145928 0 0 0 0 0 12234 0 26772 0 184934 0 0 0 Diane Summers VP of Mar Comm 139365 0 0 0 0 0 11572 0 33095 0 184032 0 0 0 Gregory A Brothers Vice President and CFO 154906 0 0 0 0 0 10511 0 17124 0 182541 0 0 0 Mindy Guthrie VP of Philan and Alum Relation 145965 0 0 0 0 0 11827 0 13594 0 171386 0 0 0 Maxine Goodman Professor of Law LRW 121886 0 0 0 0 0 10706 0 33287 0 165879 0 0 0 Part I, Line 1a Social/health club dues provided (name, club, taxable/nontaxable): Catherine Burnett, social/health club, taxable; Stephen Alderman, social/health club, taxable. The College pays one membership fee for certain officers. Part I, Line 1b While no formal policy exists, an informal policy exists whereby the College pays for one private membership fee for certain officers. A City of Marion Texas Higher Education Facilities Corporation 611855516 2021-03-25 9650000 Refinance 12/16/1999 & 12/31/2002 bonds & fund HVAC replacement/technology 0 0 0 A 63118 9650000 139805 5010195 4500000 1 0 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 1 0 0 0 1 A 0 Schedule K, Part V The 03-25-2021 9,650,000 City of Marion, Texas Higher Education Facilities Corporation - The College uses ADHOC procedures and consultants (as necessary) to ensure violations do not occur. X 1 49729 Selling Price 0 0 1 0 Part I, Column (b): The number of contributions represent the number of contributions received, not the number of items donated. Form 990, Part VI, Section A, line 1 The Executive Committee shall consist of the Chairs of each standing subcommittee of the board, plus the Chair of the Board, Chair-Elect (if any) and Immediate Past Chair (if any), all of whom shall be Regular Directors. All Chairmen Emeriti, if any, shall be ex-officio with a vote. The President/Dean shall be ex-officio without a vote and is not counted as part of a quorum for transacting business. The Executive Committee shall have authority to act for the board of directors on all matters except for the following, which shall be reserved for the board: selection and termination of the President/Dean; Director and Board-Officer election; changes in institutional mission and purposes; changes to these bylaws or to the charter or Articles of Incorporation; incurring of corporate indebtedness; sale of Law School assets or tangible property; adoption of the annual budget; and conferral of degrees. Material Difference in Voting Rights: The Executive Committee has eight regular voting members, and two Ex-officio members with a vote. The President and Dean is an ex-officio member without a vote. In situations where the full board cannot meet or vote, the Executive Committee, vis-a-vis the Bylaws, is provided authorization to act on behalf of the full board of directors except for certain items specified in the by-laws. Form 990, Part VI, Section B, line 11b Form 990 is prepared by an independent CPA firm and reviewed in detail by the organization's top management. The reviewed Form 990 is then provided to the board of directors prior to filing with the IRS. Form 990, Part VI, Section B, line 12c The College issues a formal request each year to all board members and officers to complete and sign a conflict of interest form relative to any conflict of interests that have occurred in the past 12 months. The results of the completed forms are reviewed by the Audit Committee and the CFO. The Chair of the Audit Committee then reviews any specific conflicts and approves any actions requested to remediate the situation. The Chair of the Audit Committee then meets in the executive session with the full board to discuss the situation and decide the appropriate action. The board member or officer in question of having a conflict will not participate in the meeting. Minutes are kept if an executive session is held. Form 990, Part VI, Section B, line 15 Line 15a: The process for determining the President's compensation includes a review by the Executive Committee of the board of directors with assistance from the Vice President and general counsel. The last review was in 2020. Comparability data is used and the deliberation and decision are documented. Line 15b: The compensation of other officers and key employees is reviewed annually by the Vice President and general counsel and approved by the President and Dean and the Executive Committee of the board of directors. Comparability data is used and the deliberation and decision are documented. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy and financial statements are available upon request. Form 990, Part VI, Section B, Line 14 While the College does not have an overall Written Document Retention and Destruction policy, selected departments do have a policy or practice. The Consortium for Innovative Legal Educ 225 Cedar St San Diego CA 92101 411884496 Educational DE 501(c)(3) Line 12b, II N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0