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BAYLOR UNIVERSITY: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BAYLOR UNIVERSITY (EIN 74-1159753)
Tax period
2019-06-01 to 2020-05-31
Filed
2021-04-01
IRS object ID
202110919349300006
Schema version
2019v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-04-01T09:00:33-05:00ReturnTs
Tax Period End2020-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN366055558PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Grant Thornton LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1757 Third Ave 9th FloorAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172013ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN741159753EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Baylor UniversityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBAYLBusinessNameControlTxt
Phone2547103731PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1One Bear Place 97043AddressLine1Txt
CityWacoCityNm
State AbbreviationTXStateAbbreviationCd
ZIP767987043ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSusan AnzPersonNm
Person TitleVice President of FinancePersonTitleTxt
Signature2021-04-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDaniel RomanoPreparerPersonNm
PTINP00504182PTIN
Phone2125990100PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Linda LivingstoneBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1One Bear Place 97096AddressLine1Txt
CityWacoCityNm
State AbbreviationTXStateAbbreviationCd
ZIP767987096ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,252,821,177GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.baylor.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1845FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionThe mission of Baylor University is to educate men and women for worldwide leadership and service by integrating academic excellence and Christian commitment within a caring community.ActivityOrMissionDesc
Voting Members Governing Body40VotingMembersGoverningBodyCnt
Voting Members Independent30VotingMembersIndependentCnt
Total Employee10668TotalEmployeeCnt
Total Volunteers2500TotalVolunteersCnt
Total Gross UBI-$2,870,147TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$92,597,691PYContributionsGrantsAmt
CY Contributions Grants$167,770,978CYContributionsGrantsAmt
PY Program Service Revenue$911,661,928PYProgramServiceRevenueAmt
CY Program Service Revenue$996,545,455CYProgramServiceRevenueAmt
PY Investment Income$79,921,562PYInvestmentIncomeAmt
CY Investment Income$79,888,953CYInvestmentIncomeAmt
PY Other Revenue$6,366,250PYOtherRevenueAmt
CY Other Revenue$8,461,453CYOtherRevenueAmt
PY Total Revenue$1,090,547,431PYTotalRevenueAmt
CY Total Revenue$1,252,666,839CYTotalRevenueAmt
PY Grants And Similar Paid$335,190,298PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$341,920,988CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$408,165,951PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$433,877,254CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$496,388PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$484,093CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$18,535,243CYTotalFundraisingExpenseAmt
PY Other Expenses$307,716,459PYOtherExpensesAmt
CY Other Expenses$348,548,269CYOtherExpensesAmt
PY Total Expenses$1,051,569,096PYTotalExpensesAmt
CY Total Expenses$1,124,830,604CYTotalExpensesAmt
PY Revenues Less Expenses$38,978,335PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$127,836,235CYRevenuesLessExpensesAmt
Total Assets BOY$2,804,338,187TotalAssetsBOYAmt
Total Assets EOY$2,973,348,420TotalAssetsEOYAmt
Total Liabilities BOY$840,049,992TotalLiabilitiesBOYAmt
Total Liabilities EOY$866,668,901TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,964,288,195NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,106,679,519NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe mission of Baylor University is to educate men and women for worldwide leadership and service by integrating academic excellence and Christian commitment within a caring community.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$646,841,972ExpenseAmt
Grant$340,249,407GrantAmt
Revenue$806,333,365RevenueAmt
DescBaylor University stands as one of the premier institutions of higher education in the world. Chartered in 1845 by the Republic of Texas and affiliated with the Baptist General Convention of Texas, the University is the oldest continuously operating institution of higher learning in the State of Texas. As part of fulfilling Baylor's mission of instructing and educating men and women for worldwide leadership and service, Baylor pursues initiatives such as lower student-faculty ratio (13:1), smaller class size (average class size is 26), research opportunities for undergraduates, and great facilities for learning and living. Baylor's more than 17,000 students typically come from all 50 states, the District of Columbia, and approximately 90 countries around the world. The University offers 127 baccalaureate, 78 master's, 46 doctoral, numerous online graduate professional programs, the education specialist and the juris doctor degree programs through 12 academic units. The University also equips students with both knowledge and experience to pursue God's call to ministry by offering 3 master degrees and 2 doctorate degrees through Truett Seminary. Additionally, the University conducts graduate programs with the U.S. Army at several U.S. Army locations across the United States. Students find the best of a large university through exceptional breadth and depth of programs along with extraordinary personal attention for the individual student. Baylor students garner competitive scholarships such as Fulbright, Truman, Goldwater, Rotary, Critical Language, and National Science Foundation Graduate Fellowships. More than 90% of Baylor undergraduate students receive financial assistance. Named by The Chronicle of Higher Education as a "Great College to Work For" for the past eight years, Baylor consistently ranks in the top 100 national doctoral granting universities by U.S. News & World Report, as a "Best Buy" by The Fiske Guide to Colleges, and a "Best Value" by Kiplinger's Personal Finance.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$167,979,296ExpenseAmt
Grant$348,574GrantAmt
Revenue$98,887,544RevenueAmt
DescBAYLOR UNIVERSITY'S STUDENT SERVICES AND ACTIVITIES CONTRIBUTE TO STUDENTS' SPIRITUAL, SOCIAL AND PHYSICAL WELL-BEING. STUDENT SERVICES AND ACTIVITIES INCLUDE AREAS SUCH AS CAREER GUIDANCE, JOB PLACEMENT UPON GRADUATION, ENROLLMENT MANAGEMENT, STUDENT FINANCIAL AID, STUDENT ACTIVITIES, STUDENT ORGANIZATIONS, INTRAMURALS, HEALTH CENTER, Beauchamp Addiction Recovery Center, AND INTERCOLLEGIATE ATHLETICS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$117,465,862ExpenseAmt
Revenue$24,797,694RevenueAmt
DescBAYLOR UNIVERSITY PROVIDES ACADEMIC SUPPORT SERVICES FOR THE PRIMARY MISSIONS OF INSTRUCTION, AS WELL AS RESEARCH AND PUBLIC SERVICE ACTIVITIES. ACADEMIC SUPPORT SERVICES INCLUDE AREAS SUCH AS LIBRARIES, TECHNOLOGY SUPPORT, MUSEUMS AND SERVICES THAT DIRECTLY ASSIST INSTRUCTIONAL ACTIVITIES. BAYLOR ENGAGES IN RESEARCH WORK SPONSORED BY NUMEROUS FEDERAL, STATE, AND LOCAL AGENCIES AND PRIVATE ENTITIES. ADDITIONALLY, BAYLOR PROVIDES NON-INSTRUCTIONAL SERVICES THAT BENEFIT INDIVIDUALS AND GROUPS EXTERNAL TO BAYLOR.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$37,344,406ExpenseAmt
Grant$1,323,007GrantAmt
Revenue$63,950,947RevenueAmt
DescEXPENSES CONTAINED RELATE TO AUXILIARY ENTERPRISES OPERATED BY THE UNIVERSITY. AUXILIARY ENTERPRISES ARE COMPRISED GENERALLY OF THE FOLLOWING ITEMS: RESIDENCE HALLS, DINING SERVICES, BOOKSTORE, RENTAL PROPERTIES AND VENDING SERVICES.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$37,344,406TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$1,323,007TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$63,950,947TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$969,631,536TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (true)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document24954IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee10668EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountrySPForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryCJForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Form8282 Filed2Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members40GoverningBodyVotingMembersCnt
Independent Voting Member30IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Susan AnzBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2547103731PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 S University Parks Dr Ste 670AddressLine1Txt
CityWacoCityNm
State AbbreviationTXStateAbbreviationCd
ZIP767061003ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (70 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Alicia DH Monroe
Regent1.00.0Yes (X)$126$0$0
C Clifton Robinson
Regent2.00.0Yes (X)$126$0$0
Cassady Parshall
Regent2.00.0Yes (X)$71$0$22,000
David Slover
Regent7.00.0Yes (X)$83$0$0
Dennis Ray Wiles
Regent4.00.0Yes (X)$4,726$0$0
Drayton McLane Jr
Regent1.00.0Yes (X)$126$0$0
Dusty Sanderson
Regent5.00.0Yes (X)$126$0$0
Gaynor Yancey
Regent40.00.0Yes (X)$150,914$0$24,135
Gordon Wilkerson
Regent5.00.0Yes (X)$126$0$0
James Cary Gray
Regent5.00.0Yes (X)$138$0$0
Jennifer Walker Elrod
Regent12.00.0Yes (X)$126$0$0
Jerry K Clements
Regent10.00.0Yes (X)$155$0$0
Jill Manning
Regent3.00.0Yes (X)$126$0$0
Joel T Allison
Regent5.00.0Yes (X)$745$0$0
Julie Hermansen Turner
Regent5.00.0Yes (X)$126$0$0
Katie Jo Luningham
Regent5.00.0Yes (X)$126$0$0
Kenneth Q Carlile
Regent2.00.0Yes (X)$126$0$0
Kim Stevens
Regent5.01.0Yes (X)$126$0$0
Larry P Heard
Regent5.00.0Yes (X)$126$0$0
Malcolm Foley
Regent2.00.0Yes (X)$126$0$3,712
Manny Ruiz
Regent4.00.0Yes (X)$83$0$0
Mark A McCollum
Regent3.00.0Yes (X)$126$0$0
Mark E Lovvorn
Regent4.00.0Yes (X)$138$0$0
Mark Hurd
Regent2.00.0Yes (X)$126$0$0
Mark Peterson
Regent3.00.0Yes (X)$83$0$0
Mark Rountree
Regent10.00.0Yes (X)$138$0$0
Melissa Purdy Mines
Regent2.00.0Yes (X)$126$0$0
Michael McFarland
Regent4.00.0Yes (X)$4,626$0$0
Miles Jay Allison
Regent2.00.0Yes (X)$138$0$0
Milton Hixson
Regent5.00.0Yes (X)$411$0$0
Neal Jeffrey
Regent5.00.0Yes (X)$138$0$0
Randolph L Pullin
Regent8.00.0Yes (X)$125$0$0
Randy Umstead
Regent45.00.0Yes (X)$101,361$0$0
Rene Maciel
Regent3.00.0Yes (X)$626$0$0
Sarah Gahm
Regent5.00.0Yes (X)$71$0$0
Shelley Giglio
Regent5.00.0Yes (X)$126$0$0
Todd A Reppert
Regent2.02.0Yes (X)$126$0$13,000
WD Dan Hord III
Regent8.00.0Yes (X)$126$0$16,000
William Bill S Simon
Regent2.00.0Yes (X)$6,126$0$0
William Mearse
Regent4.00.0Yes (X)$83$0$0
Brett Dalton
Chief Business Officer60.00.0$544,500$0$39,184Yes (X)
Cheryl Gochis
Vice President for Human Resources and Chief Human Resources Officer60.00.0$276,277$0$43,291Yes (X)
Chris Holmes
General Counsel & Chief Legal Officer and Corporate Secretary50.00.0$378,255$0$124,506Yes (X)
Dave Clendennen
Asst Vice President for Financial Systems & Asst Treasurer55.00.0$168,652$0$35,913Yes (X)
Dave Rosselli
Vice President for University Development60.01.0$471,077$0$61,454Yes (X)
David Morehead
Co-Vice President & Chief Investment Officer50.00.0$533,196$0$50,714Yes (X)
Felicia Cruz
Director of Legal International Services; Assistant Secretary40.00.0$65,410$0$14,773Yes (X)
Gary Carini
Vice Provost55.00.0$421,890$0$51,848Yes (X)
Jason Cook
Vice President for Marketing & Communications and Chief Marketing Officer65.01.0$353,890$0$50,911Yes (X)
Judy Carpenter
Dir. of Board & Presidential Operations & Assist. to President's Chief of Staff; Assist. Secretary45.00.0$74,677$0$25,066Yes (X)
Kevin Jackson
Vice President for Student Life50.00.0$255,937$0$47,845Yes (X)
Kristy Orr
Board Professional50.00.0$196,940$0$27,904Yes (X)
Linda Livingstone
President70.02.0$1,261,304$0$245,419Yes (X)
Mack Rhoades IV
Vice President and Director of Athletics70.00.0$2,122,433$0$64,303Yes (X)
Marsha Duckworth
Senior Director for Board and Legal Services; Assistant Secretary50.00.0$112,607$0$19,975Yes (X)
Nancy Brickhouse
Vice President and Provost60.00.0$336,364$0$30,438Yes (X)
Robyn Driskell
Chief of Staff to the President and Vice President of Internal Administration50.00.0$271,312$0$29,540Yes (X)
Susan Anz
Vice President of Finance and Assistant Secretary55.00.0$254,083$0$55,319Yes (X)
Lee Nordt
Dean of Arts & Sciences75.00.0$288,626$0$47,438Yes (X)
Jeffrey Nixon
Former Co-Offensive Coordinator Football75.00.0$675,771$0$52,087Yes (X)
Kim Mulkey
Head Women's Basketball Coach60.00.0$2,997,866$0$43,625Yes (X)
Matthew Rhule
Former Head Football Coach (thru 01/2020)75.00.0$4,093,370$0$49,437Yes (X)
Phillip Snow
Defensive Coordinator Football75.00.0$1,079,095$0$45,500Yes (X)
Scott Drew
Head Men's Basketball Coach70.00.0$3,462,040$0$49,437Yes (X)
Andrea Dixon
Former Regent (thru 05/2019)40.0$267,980$0$36,514Yes (X)
Darin Davis
Former Vice President for University Mission (thru 06/2019)50.045.0$206,443$0$45,130Yes (X)
Gary Mortenson
Acting Vice Provost (thru 04/2019)55.0$239,245$0$70,331Yes (X)
Karen E Kemp
Interim Vice President for Marketing & Communication (thru 11/2016)50.0$162,379$0$17,537Yes (X)
Roy Brian Webb
Vice President & Chief Investment Officer50.0$751,137$0$46,897Yes (X)
Todd Still
Interim Executive Vice President and Provost - Former Officer (thru 05/2016)75.0$196,957$0$102,849Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$22,793,086TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,704,032TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K806IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (true)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ARAMARK FACILITY SERVICES
24818 NETWORK PLACECHICAGOIL606731248FACILITY MAINTENANCE$40,928,374
ARAMARK EDUCATIONAL SERVICES
PO BOX 840706DALLASTX752840706DINING SERVICES$19,176,712
Huron Consulting Services
PO BOX 71223ChicagoIL60694Educational Consulting$9,011,254
2U Inc
7900 Harkins RoadLanhamMD20706Online Academic Program Management$7,499,545
EBSCO Publishing
Payment Processing CenterDallasTX753204661Library and Publishing Services$5,144,763
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K216CntrctRcvdGreaterThan100KCnt
Membership Dues$8,782,850MembershipDuesAmt
Fundraising$361,185FundraisingAmt
Related Organizations$280,000RelatedOrganizationsAmt
Government Grants$15,305,369GovernmentGrantsAmt
All Other Contributions$143,041,574AllOtherContributionsAmt
Noncash Contributions$8,114,656NoncashContributionsAmt
Total Contributions$167,770,978TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Tuition and Fees611310$806,333,365$806,333,365
Educational Revenue611310$25,099,593$24,797,694$301,899
Room and Board611310$37,594,600$37,594,600
Government Contracts611310$55,825,068$55,825,068
Athletics611310$62,816,287$61,292,944$448,083$1,075,260

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,876,542TotalRevenueColumnAmt
Related Or Exempt Func Income$8,125,879RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$623,133UnrelatedBusinessRevenueAmt
Exclusion$127,530ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$996,545,455TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$77,065,891TotalRevenueColumnAmt
Unrelated Business Revenue-$6,239,449UnrelatedBusinessRevenueAmt
Exclusion$83,305,340ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,624,826TotalRevenueColumnAmt
Unrelated Business Revenue$10,080UnrelatedBusinessRevenueAmt
Exclusion$7,614,746ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$803,918RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$803,918RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$803,918TotalRevenueColumnAmt
Exclusion$803,918ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,986,107SecuritiesAmt
Other$836,955OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,986,107SecuritiesAmt
Other$836,955OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,823,062TotalRevenueColumnAmt
Unrelated Business Revenue$1,986,107UnrelatedBusinessRevenueAmt
Exclusion$836,955ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$187,047FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$361,185ContriRptFundraisingEventAmt
Fundraising Direct Expenses$154,338FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$32,709TotalRevenueColumnAmt
Exclusion$32,709ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,252,666,839TotalRevenueColumnAmt
Related Or Exempt Func Income$993,969,550RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$2,870,147UnrelatedBusinessRevenueAmt
Exclusion$93,796,458ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$781,867TotalAmt
Program Services$781,867ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$340,730,321TotalAmt
Program Services$340,730,321ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$408,800TotalAmt
Program Services$408,800ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$9,499,145TotalAmt
Program Services$1,233,893ProgramServicesAmt
Management And General$6,386,348ManagementAndGeneralAmt
Fundraising$1,878,904FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$715,869TotalAmt
Program Services$652,620ProgramServicesAmt
Management And General$63,249ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$333,495,751TotalAmt
Program Services$293,347,245ProgramServicesAmt
Management And General$30,901,852ManagementAndGeneralAmt
Fundraising$9,246,654FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$29,327,270TotalAmt
Program Services$24,304,139ProgramServicesAmt
Management And General$3,967,050ManagementAndGeneralAmt
Fundraising$1,056,081FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$41,253,222TotalAmt
Program Services$33,251,483ProgramServicesAmt
Management And General$6,347,323ManagementAndGeneralAmt
Fundraising$1,654,416FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$19,585,997TotalAmt
Program Services$16,242,647ProgramServicesAmt
Management And General$2,664,006ManagementAndGeneralAmt
Fundraising$679,344FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,873,895TotalAmt
Program Services$921,972ProgramServicesAmt
Management And General$207,375ManagementAndGeneralAmt
Fundraising$744,548FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,404,547TotalAmt
Management And General$6,404,547ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$319,807TotalAmt
Management And General$319,807ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$351,453TotalAmt
Management And General$351,453ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$484,093TotalAmt
Fundraising$484,093FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$5,857,777TotalAmt
Management And General$5,857,777ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$74,799,508TotalAmt
Program Services$42,985,524ProgramServicesAmt
Management And General$31,813,984ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,803,656TotalAmt
Program Services$2,057,623ProgramServicesAmt
Management And General$744,703ManagementAndGeneralAmt
Fundraising$1,330FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$26,179,730TotalAmt
Program Services$22,050,463ProgramServicesAmt
Management And General$3,216,435ManagementAndGeneralAmt
Fundraising$912,832FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$20,472,420TotalAmt
Program Services$8,009,462ProgramServicesAmt
Management And General$12,350,781ManagementAndGeneralAmt
Fundraising$112,177FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$285,450TotalAmt
Program Services$285,450ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$32,779,221TotalAmt
Program Services$22,850,505ProgramServicesAmt
Management And General$9,795,036ManagementAndGeneralAmt
Fundraising$133,680FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$29,679,232TotalAmt
Program Services$26,681,116ProgramServicesAmt
Management And General$2,495,884ManagementAndGeneralAmt
Fundraising$502,232FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$10,167,579TotalAmt
Program Services$8,814,290ProgramServicesAmt
Management And General$224,337ManagementAndGeneralAmt
Fundraising$1,128,952FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$24,340,121TotalAmt
Program Services$23,397,707ProgramServicesAmt
Management And General$942,414ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$59,392,055TotalAmt
Program Services$56,525,322ProgramServicesAmt
Management And General$2,866,733ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
Change in Postretirement Benefits Obligation$3,920,020$3,920,020
Unrelated Business Income Tax$1,854,431$1,854,431
Cost of Goods Sold$4,973,628$657,971$4,315,657
Sponsored Project Subcontract Expenses$34,346,667$34,346,667

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$7,747,072TotalAmt
Program Services$5,436,763ProgramServicesAmt
Management And General$2,310,309ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,124,830,604TotalAmt
Program Services$969,631,536ProgramServicesAmt
Management And General$136,663,825ManagementAndGeneralAmt
Fundraising$18,535,243FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,626,954BOYAmt
EOY$672,867EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$191,209,854BOYAmt
EOY$226,459,409EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$54,471,847BOYAmt
EOY$125,701,508EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$51,380,126BOYAmt
EOY$77,296,190EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$244,784BOYAmt
EOY$483,853EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$401,519BOYAmt
EOY$10,668EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$578,367BOYAmt
EOY$656,075EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$17,009,653BOYAmt
EOY$36,364,756EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,735,527,828LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$663,055,832LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,112,270,780BOYAmt
EOY$1,072,471,996EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$9,397,066BOYAmt
EOY$10,875,600EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,357,115,402BOYAmt
EOY$1,414,789,333EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$8,631,801BOYAmt
EOY$7,566,165EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$34BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,804,338,187BOYAmt
EOY$2,973,348,420EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$56,099,376BOYAmt
EOY$74,339,390EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$123,441,013BOYAmt
EOY$129,039,771EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$258,492,652BOYAmt
EOY$249,884,531EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$21,025BOYAmt
EOY$20,060EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$3,173,314BOYAmt
EOY$2,684,105EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$15,724,424BOYAmt
EOY$15,426,763EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$383,098,188BOYAmt
EOY$395,274,281EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$840,049,992BOYAmt
EOY$866,668,901EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$799,655,430BOYAmt
EOY$815,978,675EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,164,632,765BOYAmt
EOY$1,290,700,844EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,964,288,195BOYAmt
EOY$2,106,679,519EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,804,338,187BOYAmt
EOY$2,973,348,420EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$127,836,235ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$16,464,276NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,909,187OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$92,733,411CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$76,704,741CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$70,103,046CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$92,597,691CurrentTaxYearMinus1YearAmt
Current Tax Year$167,770,978CurrentTaxYearAmt
Total$499,909,867TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$92,733,411CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$76,704,741CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$70,103,046CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$92,597,691CurrentTaxYearMinus1YearAmt
Current Tax Year$167,770,978CurrentTaxYearAmt
Total$499,909,867TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$66,767,872SubstantialContributorsTotAmt
Public Support Total170$433,141,995PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$77,336,961CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$78,381,560CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$81,646,698CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$99,652,125CurrentTaxYearMinus1YearAmt
Current Tax Year$85,510,771CurrentTaxYearAmt
Total$422,528,115TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$633,481CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$633,481TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,222,271CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,258,845CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,710,988CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,958,129CurrentTaxYearMinus1YearAmt
Current Tax Year$1,389,837CurrentTaxYearAmt
Total$9,540,070TotalAmt
FieldValueIRS element (for citing)
Total Support$932,611,533TotalSupportAmt
Gross Receipts Rltd Activities$4,563,811,696GrossReceiptsRltdActivitiesAmt
Public Support CY1700.4644PublicSupportCY170Pct
Public Support PY1700.4971PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part I Selection of Line 2 and Completion of Public Support TestBaylor University has been recognized as a school described in Section 170(b)(1)(A)(ii), and as such, Baylor has checked Box 2 on Schedule A, Part I and completed Schedule E. Baylor University also satisfies the Public Support Test as described under Box 7 on Schedule A, Part I. Baylor has elected to complete Schedule A, Part II in order to qualify for the special rule for reporting contributions on Schedule B.
Schedule A, Part II, Line 10 Other IncomeDESCRIPTION - SPONSORSHIP INCOME, COLUMN A - 1579446.0, COLUMN B - 1618351.0, COLUMN C - 1044670.0, COLUMN D - 1054290.0, COLUMN E - 1075260.0, COLUMN F - 6372017.0; DESCRIPTION - RENT INCOME, COLUMN A - 0.0, COLUMN B - 246445.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 246445.0; DESCRIPTION - INCOME FROM FUNDRAISING EVENTS, COLUMN A - 642825.0, COLUMN B - 394049.0, COLUMN C - 429050.0, COLUMN D - 638285.0, COLUMN E - 187047.0, COLUMN F - 2291256.0; DESCRIPTION - COMMISSIONS, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 237268.0, COLUMN D - 265554.0, COLUMN E - 127530.0, COLUMN F - 630352.0;

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersYes (true)VolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersYes (true)MailingsMembersInd
Mailings Members$0MailingsMembersAmt
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsYes (true)GrantsOtherOrganizationsInd
Grants Other Organizations$351,453GrantsOtherOrganizationsAmt
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$244,309DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$0OtherActivitiesAmt
Total Lobbying Expenditures$595,762TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationInstitutional lobbying activities were directed both internally and by an outside governmental relations firm and two independent contractors. The Office of Governmental Relations maintained contact with local, state, and federal officials through meetings in Waco, Austin, and Washington DC to discuss matters relating to higher education, including student financial aid, tax policy, federal research funding, poverty and hunger, state funding for development of technological infrastructure, and miscellaneous local matters, A volunteer student organization, the Baylor Ambassadors, worked closely with the Office of Governmental Relations and assisted in advocating to the state legislature and U.S. Congress on issues beneficial to Baylor students, such as financial aid programs. The University also hired an outside registered governmental relations representative in Washington DC. This representative engaged in similar activities as noted above. The University responded "Yes" on line 1D but reported zero expense as the university did send emails but was not able to apportion the insignificant costs associated with such emails. Similarly, the University responded "Yes" on line 1l but reported zero related expenses as Baylor paid membership dues to the Independent Colleges and Universities of Texas , the National Association of Independent Colleges and Universities, the American Council on Education, and the National Association of College and University Business Officers . These organizations may have engaged in lobbying activities, however, no dues were specifically allocated to lobbying costs. The total amount spent by Baylor on lobbying activities represents an insignificant portion of the University's total expenses.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Funds And Other Accounts Held9FundsAndOtherAccountsHeldCnt
Funds And Other Accounts Contri$750FundsAndOtherAccountsContriAmt
Funds And Other Accounts Vl EOY$3,031,730FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$274,484RevenuesIncludedAmt
Assets Included$14,220,882AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,322,821,444BeginningYearBalanceAmt
Contributions$30,499,130ContributionsAmt
Investment Earnings Or Losses$99,732,103InvestmentEarningsOrLossesAmt
Grants Or Scholarships$29,810,345GrantsOrScholarshipsAmt
Other Expenditures$41,804,129OtherExpendituresAmt
End Year Balance$1,381,438,203EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,310,781,136BeginningYearBalanceAmt
Contributions$25,656,753ContributionsAmt
Investment Earnings Or Losses$55,921,600InvestmentEarningsOrLossesAmt
Grants Or Scholarships$29,163,738GrantsOrScholarshipsAmt
Other Expenditures$40,374,307OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$1,322,821,444EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,231,712,087BeginningYearBalanceAmt
Contributions$16,756,323ContributionsAmt
Investment Earnings Or Losses$129,408,320InvestmentEarningsOrLossesAmt
Grants Or Scholarships$28,020,367GrantsOrScholarshipsAmt
Other Expenditures$39,075,227OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$1,310,781,136EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,153,535,478BeginningYearBalanceAmt
Contributions$19,132,704ContributionsAmt
Investment Earnings Or Losses$124,774,674InvestmentEarningsOrLossesAmt
Grants Or Scholarships$26,758,089GrantsOrScholarshipsAmt
Other Expenditures$38,972,680OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$1,231,712,087EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,165,548,650BeginningYearBalanceAmt
Contributions$27,079,412ContributionsAmt
Investment Earnings Or Losses$25,227,535InvestmentEarningsOrLossesAmt
Grants Or Scholarships$25,512,574GrantsOrScholarshipsAmt
Other Expenditures$38,807,545OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$1,153,535,478EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.2BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.64PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.16TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$81,147,857OtherCostOrOtherBasisAmt
Book Value$81,147,857BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,418,135,857OtherCostOrOtherBasisAmt
Depreciation$490,003,445DepreciationAmt
Book Value$928,132,412BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,067,063OtherCostOrOtherBasisAmt
Depreciation$1,104,065DepreciationAmt
Book Value$962,998BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$177,719,401OtherCostOrOtherBasisAmt
Depreciation$135,988,047DepreciationAmt
Book Value$41,731,354BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$56,457,650OtherCostOrOtherBasisAmt
Depreciation$35,960,275DepreciationAmt
Book Value$20,497,375BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,072,471,996TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$1,221,344BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
High Ground Managed Funds$156,579,247F
Assets Held by Others$44,376,923F
Baylor University Fund$1,208,021,388F
Real Estate & Other$4,590,431F
FieldValueIRS element (for citing)
Total Book Value Securities$1,414,789,333TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)

DescDescAmtAmt
Conditional Asset Retirement Obligation$4,412,714
Annuities Payable$5,684,165
Accrued Postretirement Benefits$53,216,619
Taxable Bonds$311,123,956
Interest Rate Swap Liability$7,182,845
Federal Loan Funds Refundable$6,492,043
Lease Liability$4,401,829
CARES Tax Deferral Liability$2,760,110
FieldValueIRS element (for citing)
Total Liability$395,274,281TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 4 Collections of art - description of collectionsBaylor currently holds collections of art, books, and other memorabilia for educational purposes, including public exhibition and scholarly research.
Schedule D, Part IV, Line 2b Explanation of escrow agreementThe funds held represent the University acting in an agency capacity for various student and professional organizations, as well as outside scholarships.
Schedule D, Part V, Line 4 Intended uses of endowment fundsThe primary objective of the Endowment portfolio is to preserve and enhance the real purchasing power of the portfolio assets to help maintain intergenerational equity of the corpus. This will occur while also providing reasonable annual support to Baylor.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteTAX STATUS & ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES The University is exempt from income tax under section 501(a) of the Internal Revenue Code ("IRC") of 1986, as amended, as an organization described in section 501(c)(3) of the IRC as evidenced by its most recent determination letter dated May 23, 2002. The University has been classified as an organization that is not a private foundation because it qualifies under section 509(a)(1) as an educational institution, and donations to it qualify for deduction as charitable contributions. However, income generated from activities unrelated to the University's exempt purpose is subject to tax under IRC section 511. The University files unrelated business income tax and other returns as required by government authorities. Tax positions taken relating to the University's tax-exempt status, unrelated business income activities taxable income and deductibility of expenses, and other miscellaneous tax positions taken by the University would more likely than not be sustained by examination. Accordingly, the University has not recorded an income tax liability for uncertain tax benefits. As of May 31, 2020, the University's tax years ended May 31, 2017 through 2020, generally, remain subject to examination.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYThe University's nondiscrimination policy is disclosed in the admission application material and financial aid material provided to each prospective student. The University draws students both from large geographic sections of the United States and internationally and enrolls meaningful numbers of minority students.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTThe University is a participant in student financial aid programs such as Federal Pell Grant, Federal Supplemental Educational Opportunity Grant, Federal GEAR UP, Federal Work Study, Texas Tuition Equalization Grant, and receives federal and state funding for research grants and contracts.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (78 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Program ServicesCompetition$11,369
Central America and the Caribbean00Program ServicesConference$8,720
Central America and the Caribbean00Program ServicesMission Trip$27,532
Central America and the Caribbean00Program ServicesRecruiting$15,237
Central America and the Caribbean00Program ServicesResearch$27,712
Central America and the Caribbean00Program ServicesStudy Abroad/Group Trips$35,297
East Asia and the Pacific00Program ServicesConference$70,019
East Asia and the Pacific00Program ServicesCourse/Lecture$95
East Asia and the Pacific00Program ServicesMission Trip$1,543
East Asia and the Pacific01Program ServicesRecruiting$30,633
East Asia and the Pacific00Program ServicesResearch$40,093
East Asia and the Pacific00Program ServicesStudy Abroad/Group Trips$107,110
Europe (Including Iceland and Greenland)00Program ServicesCompetition$55,256
Europe (Including Iceland and Greenland)00Program ServicesConference$273,700
Europe (Including Iceland and Greenland)00Program ServicesCourse/Lecture$7,384
Europe (Including Iceland and Greenland)00Program ServicesMission Trip$2,967
Europe (Including Iceland and Greenland)00Program ServicesPerformances & Presentations$6,813
Europe (Including Iceland and Greenland)00Program ServicesRecruiting$27,138
Europe (Including Iceland and Greenland)00Program ServicesResearch$180,076
Europe (Including Iceland and Greenland)00Program ServicesStudy Abroad/Group Trips$432,026
Middle East and North Africa00Program ServicesCompetition$2,513
Middle East and North Africa00Program ServicesConference$3,719
Middle East and North Africa00Program ServicesRecruiting$14,570
Middle East and North Africa00Program ServicesResearch$1,290
Middle East and North Africa00Program ServicesStudy Abroad/Group Trips$500
North America (Canada & Mexico only)00Program ServicesCompetition$11,751
North America (Canada & Mexico only)00Program ServicesConference$67,746
North America (Canada & Mexico only)00Program ServicesCourse/Lecture$1,584
North America (Canada & Mexico only)00Program ServicesRecruiting$11,220
North America (Canada & Mexico only)00Program ServicesResearch$7,731
North America (Canada & Mexico only)00Program ServicesStudy Abroad/Group Trips$4,633
Russia and Neighboring States00Program ServicesCompetition$935
Russia and Neighboring States00Program ServicesConference$2,466
South America00Program ServicesConference$15,178
South America00Program ServicesCourse/Lecture$214
South America00Program ServicesMission Trip$53,806
South America00Program ServicesRecruiting$1,341
South America00Program ServicesResearch$23,115
South America00Program ServicesStudy Abroad/Group Trips$63,945
South Asia00Program ServicesConference$1,700
South Asia00Program ServicesCourse/Lecture$1,507
South Asia00Program ServicesMission Trip$10,232
South Asia00Program ServicesResearch$8,097
Sub-Saharan Africa00Program ServicesConference$5,214
Sub-Saharan Africa00Program ServicesMission Trip$63,668
Sub-Saharan Africa00Program ServicesRecruiting$6,589
Sub-Saharan Africa00Program ServicesResearch$8,059
Sub-Saharan Africa00Program ServicesStudy Abroad/Group Trips$15,801
Sub-Saharan Africa00Program ServicesResearch and Publications$10,888
Central America and the Caribbean00Grantmaking$11,019
East Asia and the Pacific00Program ServicesFellowship$28,000
East Asia and the Pacific00Program ServicesGroup Travel$98,563
East Asia and the Pacific00Program ServicesInternship Programs$1,803
East Asia and the Pacific00Program ServicesPayment for Lecture/Speaking$2,000
East Asia and the Pacific00Program ServicesResearch and Publications$72
East Asia and the Pacific00Program ServicesStudent Recruitment$27,856
East Asia and the Pacific00Program ServicesStudy Abroad/Group Trips$1,586
Europe (Including Iceland and Greenland)00Program ServicesBookfair$481
Europe (Including Iceland and Greenland)00Program ServicesConferences and Meetings$40
Europe (Including Iceland and Greenland)00Program ServicesConsulting$86,824
Europe (Including Iceland and Greenland)00Program ServicesExchange Programs$377,855
Europe (Including Iceland and Greenland)00Program ServicesGroup Travel$30,793
Europe (Including Iceland and Greenland)00Program ServicesPublication Sales Commissions$11,450
Europe (Including Iceland and Greenland)00Program ServicesResearch and Publications$47,006
Europe (Including Iceland and Greenland)00Program ServicesStudy Abroad/Group Trips$1,314,553
Middle East and North Africa00Program ServicesResearch$6,000
Middle East and North Africa00Program ServicesResearch and Publications$5,000
North America (Canada & Mexico only)00Program ServicesConferences and Meetings$46
North America (Canada & Mexico only)00Program ServicesResearch and Publications$9,810
North America (Canada & Mexico only)00Grantmaking$69,041
South America00Program ServicesGroup Travel$16,195
South America00Program ServicesStudy Abroad/Group Trips$55,600
South Asia00Grantmaking$409,800
Sub-Saharan Africa00Program ServicesConsulting$750
Sub-Saharan Africa00Program ServicesResearch and Publications$5,427
Sub-Saharan Africa00Program ServicesStudy Abroad/Group Trips$13,020
East Asia and the Pacific00Investments$2,936,898
Central America and the Caribbean00Investments$91,304,560
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees1SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee1TotalEmployeeCnt
Subtotal Spent$714,667SubtotalSpentAmt
Continuation Spent$97,938,113ContinuationSpentAmt
Total Spent$98,652,780TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionSouth AsiaRegionTxt
Purpose Of GrantConstruction of Education and Research CenterPurposeOfGrantTxt
Cash Grant$409,800CashGrantAmt
Manner Of Cash DisbursementWire TransferMannerOfCashDisbursementTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsUniversity enters into a contract with the grant recipient that describes the recipient's responsibilities for the use of the grant funds. Under the terms of the contract, recipient is usually required to submit quarterly and final written progress reports to the Principal Investigator ("PI") or project director for the grant, and funds are normally paid to the recipient on a cost reimbursable basis. When the grant recipient submits an invoice for reimbursement, the PI is responsible for reviewing the invoice to ensure the expenditures are consistent with the established budget and with the work completed to date, prior to approving the amount for payment. Grant recipients subject to the U.S. Office of Management and Budget Uniform Grant Guidance are also required to provide certification of their compliance with the financial audit requirements of those guidelines prior to receiving funds. Thereafter, the University requests an annual certification of continuing compliance and a copy of their most recent audit report. If any of the above processes indicate an area of concern, site visits may be conducted by the University to review the programmatic and/or financial records. In some situations, the University will provide an advancement of funds to grant recipient. The grant recipient then submits a monthly expense packet to the PI in which Accounting reviews for reasonableness and recognizes the month's expense activity accordingly. Additionally, the University contracts with an outside accounting firm to conduct a review of foreign expenses incurred under the grant.
Schedule F, Part I, Line 3(f) DESCRIPTION OF METHOD USED TO ACCOUNT FOR EXPENDITURES ON F/STHE UNIVERSITY RECORDS EXPENSES BASED UPON THE ACCRUAL BASIS OF ACCOUNTING IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES SET FORTH BY THE FINANCIAL ACCOUNTING STANDARDS BOARD IN FINANCIAL REPORTING.
Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDSUniversity enters into a contract with the grant recipient that describes the recipient's responsibilities for the use of the grant funds. Under the terms of the contract, recipient is usually required to submit quarterly and final written progress reports to the Principal Investigator ("PI") or project director for the grant, and funds are normally paid to the recipient on a cost reimbursable basis. When the grant recipient submits an invoice for reimbursement, the PI is responsible for reviewing the invoice to ensure the expenditures are consistent with the established budget and with the work completed to date, prior to approving the amount for payment. Grant recipients subject to the U.S. Office of Management and Budget Uniform Grant Guidance are also required to provide certification of their compliance with the financial audit requirements of those guidelines prior to receiving funds. Thereafter, the University requests an annual certification of continuing compliance and a copy of their most recent audit report. If any of the above processes indicate an area of concern, site visits may be conducted by the University to review the programmatic and/or financial records. In some situations, the University will provide an advancement of funds to grant recipient. The grant recipient then submits a monthly expense packet to the PI in which Accounting reviews for reasonableness and recognizes the month's expense activity accordingly. Additionally, the University contracts with an outside accounting firm to conduct a review of foreign expenses incurred under the grant.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1RUFFALO NOEL LEVITZBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line165 KIRKWOOD N RD SW PO BOX 3018AddressLine1Txt
CityCEDAR RAPIDSCityNm
State AbbreviationIAStateAbbreviationCd
ZIP524063018ZIPCd
FieldValueIRS element (for citing)
ActivityCall Center Management and Digital FundraisingActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$995,000GrossReceiptsAmt
Retained By Contractor$484,093RetainedByContractorAmt
Net To Organization$510,907NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$995,000TotalGrossReceiptsAmt
Total Retained By Contractors$484,093TotalRetainedByContractorsAmt
Total Net To Organization$510,907TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Nursing GalaEvent1Nm
Gross Receipts Event1$253,476GrossReceiptsEvent1Amt
Charitable Contri Event1$222,872CharitableContriEvent1Amt
Gross Revenue Event1$30,604GrossRevenueEvent1Amt
Food And Beverage Event1$18,335FoodAndBeverageEvent1Amt
Event2Give LightEvent2Nm
Gross Receipts Event2$115,252GrossReceiptsEvent2Amt
Charitable Contri Event2$59,848CharitableContriEvent2Amt
Gross Revenue Event2$55,404GrossRevenueEvent2Amt
Other Direct Expenses Event2$43,200OtherDirectExpensesEvent2Amt
Other Events Total4OtherEventsTotalCnt
Gross Receipts Other Events$179,504GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$78,465CharitableContriOtherEventsAmt
Gross Revenue Other Events$101,039GrossRevenueOtherEventsAmt
Food And Beverage Other Events$16,625FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$76,178OthDirectExpnssOtherEventsAmt
Gross Receipts Total$548,232GrossReceiptsTotalAmt
Charitable Contributions Tot$361,185CharitableContributionsTotAmt
Gross Revenue Total Events$187,047GrossRevenueTotalEventsAmt
Food And Beverage Total Events$34,960FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$119,378OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$154,338DirectExpenseSummaryEventsAmt
Net Income Summary$32,709NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule G, Part I, Line 2b(v) Fundraising ExpensesFormAndLineReferenceDesc
ExplanationBaylor did not enter into any arrangements in which payments were made exclusively for fundraising expenses.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (47 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2TxtAddress Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
Texas Tech University
2500 BroadwayLubbockTX79409756002622State of Texas$6,741Subcontract - Research
University of Delaware
210 South college AveNewarkDE19716516000297State of Delaware$11,673Subcontract - Research
University of California San Diego
9500 Gilman DriveSan DiegoCA920930009956006144State of California$14,679Subcontract - Research
The Howard University
525 Bryant St NW Ste 137WashingtonDC20059530204707501(c)3$86,506Subcontract - Research
Johns Hopkins University
3400 N Charles StreetBaltimoreMD21218520595110501(c)3$13,671Subcontract - Research
University of Pittsburgh
3100 Cathedral of LearningPittsburghPA15260250965591State of PA$33,604Subcontract - Research
University of California Davis
1 Shields AveDavisCA95616946036494State of California$27,925Subcontract - Research
University of South Dakota
414 E ClarkVermillionSD57069466000364State of S. Dakota$8,532Subcontract - Research
Texas A&M University
400 Harvey Mitchell Parkway SouthCollege StationTX77845746000531State of Texas$18,990Subcontract - ResearchSuite 300
University of South Florida
4202 E Fowler AvenueTampaFL33620593102112State of Florida$9,547Subcontract - Research
National Children's Alliance
516 C Street NEWashingtonDC20002631044781501(c)3$27,872Subcontract - Research
The University of Texas Health Science at Tyler
11937 US Highway 271TylerTX75708756001354State of Texas$86,184Subcontract - Research
Scott & White Memorial Hospital
4236 Lowes DrTempleTX76502741166904501(c)3$1,202Subcontract - Research
University of Nebraska-Lincoln
151 Prem S Paul Research CenterLincolnNE68583470049123State of Nebraska$34,595Subcontract - ResearchPO Box 830861
University of Michigan
1000 Victors Way Suite 1AAnn ArborMI48108386006309State of Michigan$345,201Subcontract - Research
Alpha Kappa Alpha Sorority Inc
Pi Mu ChapterWacoTX76798363805325501(C)(7)$5,345Grant to support student organization
Alpha Phi Alpha Fraternity Inc
ONE BEAR PL 85533WacoTX76798747302997501(C)(7)$7,250Grant to support student organization
Alphi Chi Omega
ONE BEAR PL 85611WacoTX76798521389567501(C)(7)$6,000Grant to support student organization
Asian Students Association
ONE BEAR PL 85633WacoTX76798770652445501(C)(3)$6,055Grant to support student organization
Baylor Women in Business
ONE BEAR PL 98015WacoTX76798741159753501(C)(3)$14,800Event sponsorship
Baylor Young Americans for Freedom
1621 S 9th Street Apt 102WacoTX76706831469284$6,000Event sponsorship
Boss Club Foundation
7295 Dr Garrison RoadMansfieldTX76063843338909501(C)(3)$5,000Event sponsorship
Cen-Tex African American Chamber
1020 Elm Avenue Building 700WacoTX76704264596223$5,750Sponsorships for economic and community development
Chi Omega Fraternity - Theta Kappa Chapter
ONE BEAR PL 85613WacoTX76798741930998501(C)(7)$7,000Grant to support student organization
Christian Women's Job Corps of Mclennan
PO BOX 20432WacoTX76702522407679501(C)(3)$5,000Event sponsorship
Family Abuse Center
PO BOX 20395WacoTX76702742080943501(C)(3)$13,000Grant to support non-profit organization activities
Fuzzy Friends Rescue
PO BOX 2028WacoTX76702752699210501(C)(3)$5,000Grant to support non-profit organization activities
Greater Waco Legal Services
PO Box 689WacoTX76703814815182501(C)(3)$15,000Event sponsorship
Junior League of Waco
2600 Austin AveWacoTX76710746046993501(C)(3)$5,000Grant to support non-profit organization activities
Mission Waco
1315 N 15TH STWacoTX76707742605621501(C)(3)$6,425Grant to support non-profit organization activities
Phi Beta Sigma
ONE BEAR PL 97520WacoTX76798111709989501(C)(7)$7,457Grant to support student organization
Phi Gamma Delta
ONE BEAR PL 85602WacoTX76798510214193501(C)(7)$8,500Grant to support student organization
Pi Beta Phi
ONE BEAR PL 85618WacoTX76798510229191501(C)(7)$7,000Grant to support student organization
Rice University
P O Box 1892HoustonTX77251741109620501(C)(3)$5,000Event sponsorship
Sigma Chi
1714 HINMAN AVEEvanstonIL60201361773960501(C)(7)$8,500Grant to support student organization
Starry Inc
1301 N Mays StreetRound RockTX78664043589689501(C)(3)$13,300Grant to support non-profit organization activities
Talitha Koum Institute
PO BOX 2202WacoTX76703752849153501(C)(3)$27,500Grant to support non-profit organization activities
Texas Access to Justice Foundation
PO BOX 12886AustinTX78711742354575501(C)(3)$7,500Event sponsorship
Texas Advocacy Project
1524 S IH-35 BOX 19AustinTX78704742237306501(C)(3)$5,300Event sponsorship
The Cove - Heart of Texas
PO BOX 1956WacoTX76703474864862501(C)(3)$20,000Grant to support non-profit organization activities
Twezimbe Africa Inc
PO Box 415La GrangeKY40031834007862501(C)(3)$6,500Grant to support non-profit organization activities
US Association Small Business & Entrepren
800 W MAIN STWhitewaterWI53190521287170501(C)(3)$15,000Event sponsorship
Waco Chamber of Commerce
PO BOX 1220WacoTX76703740967440501(C)(3)$61,200Sponsorships for economic and community development
Waco Foundation
1227 N Valley Mills DrWacoTX76710746054628501(C)(3)$20,500Grant to support non-profit organization activities
Women and Children First
$10,100Grant to support non-profit organization activitiesUnited HouseNorth RoadLondonUKN79DP
World Affairs Council of Greater Dallas
Republic CenterDallasTX75201750855628501(C)(3)$7,000Event sponsorship
Brazos Valley Public Broadcasting Foundation
ONE BEAR PLACE 97296WacoTX76798742674611501(C)(3)$225,376Programming and production cost assistance$108,962FMVSupplies
FieldValueIRS element (for citing)
Total501c3 Org37Total501c3OrgCnt
Total Other Org10TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
SCHOLARSHIPS AND FELLOWSHIPS17237$340,249,407
RESEARCH GRANTS35$252,417
STUDENT AWARDS1477$200,946$253,306FMVBOOKS, ON-CAMPUS ROOM AND BOARD, AND OTHER STUDENT EXPENSES SUCH AS CLOTHING, TRANSPORTATION, ETC.
TRAVEL GRANTS67$15,922
Employee Compassion Grants2$3,500

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationGrants and Other Assistance to Individuals in the United States: Scholarships and fellowships that are awarded to students are paid through the students' accounts, the Payroll Office, and/or Accounts Payable Office and are administered based upon merit and/or need. Baylor's Financial Aid Office reviews the students' cumulative grade point averages every year and awards/reviews academic scholarships and fellowships if the required grade point average level is satisfied. Scholarships for financial need are awarded annually based upon the need criterion/level established or maintained per the completed Application for Federal Student Aid. The scholarship awards that are included in the cost of attendance are reviewed so as not to exceed the cost of a student to attend the University. Scholarships and/or fellowships are also awarded to cover student emergency situations. Students must complete an application describing the emergency situation. The University reviews each application to determine if such scholarships/fellowships will be awarded. Travel Grants - Travel grants are awarded to students to offset travel expenses used for educational purposes such as attending a conference, presenting a paper, etc. The awarding of travel grants is based upon an application process and meeting a set of criteria that establish the benefits to the students' educational endeavors. Research Grants - The Office of the Vice Provost for Research (OVPR) publishes guidelines for each of the internal grant programs that provide the general conditions of the award, as well as guidance on the expenses that may be charged to the award. Each grant is set up as a separate project in the University's financial system based on the award amount and budget categories approved by the OVPR. The financial system provides real time access to a Budget Summary Report for the project that provides a comparison of budgeted expenditures to cumulative actual expenditures by expenditure category. This report can be accessed by the Project Manager and others with administrative and financial oversight responsibilities. Expenditure transactions under internal grant programs are subject to internal controls for approval and processing similar to other University expenditure transactions. The system does not allow expenditures to be processed in excess of or outside of the approved budget categories. Student Awards - These awards are provided to students for winning educational competitions. The purpose of the competitions is to further the education of students. Grants and Other Assistance to Governments and Organizations in the United States - The University enters into a contract with the grant recipient that describes the recipient's responsibilities for the use of the grant funds. Under the terms of the contract, recipients are required to submit quarterly and final written progress reports to the principal investigator ("PI") or project director for the grant, and funds are paid to the recipient on a cost reimbursable basis. When the grant recipient submits an invoice for reimbursement, the PI reviews the invoice to ensure the expenditures are consistent with the established budget and with the work completed to date, prior to approving the amount for payment. Grant recipients subject to the U.S. Office of Management and Budget Circular A-133 Audits of States, Local Governments, and Non-Profit Organizations are also required to provide certification of their compliance with the financial audit requirements of those guidelines prior to receiving funds. Thereafter, the University requires an annual certification of continuing compliance and a copy of their most recent audit report. If any of the above processes indicate an area of concern, site visits may be conducted by the University to review the programmatic and/or financial records. Charitable organizations that receive contributions from the University are carefully selected and must be approved through the Chief of Staff to the President & Vice President for Board Relations. Student organizations that are provided University grants must complete an application describing the need for the grant. University contributions must support the University's interest and be consistent with the University's core values.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssfalseWrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionYes (true)InitialContractExceptionInd
Rebuttable Presumption ProcYes (true)RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (28 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Gaynor Yancey
Regent$150,914$0$0$0$0$0$16,574$0$7,561$0$175,049$0$0$0
Mack Rhoades IV
Vice President and Director of Athletics$1,763,236$0$300,000$0$59,197$0$30,240$0$34,063$0$2,186,736$0$0$0
Linda Livingstone
President$1,028,092$0$150,000$0$83,212$0$130,240$0$115,179$0$1,506,723$0$0$0
Brett Dalton
Chief Business Officer$494,464$0$0$0$50,036$0$30,240$0$8,944$0$583,684$0$0$0
David Morehead
Co-Vice President & Chief Investment Officer$533,196$0$0$0$0$0$30,240$0$20,474$0$583,910$0$0$0
Dave Rosselli
Vice President for University Development$447,384$0$0$0$23,693$0$30,240$0$31,214$0$532,531$0$0$0
Gary Carini
Vice Provost$401,235$0$0$0$20,655$0$30,240$0$21,608$0$473,738$0$0$0
Chris Holmes
General Counsel & Chief Legal Officer and Corporate Secretary$374,938$0$0$0$3,317$0$30,240$0$94,266$0$502,761$0$0$0
Jason Cook
Vice President for Marketing & Communications and Chief Marketing Officer$352,099$0$0$0$1,791$0$30,240$0$20,671$0$404,801$0$0$0
Nancy Brickhouse
Vice President and Provost$288,667$0$0$0$47,697$0$30,240$0$198$0$366,802$0$0$0
Cheryl Gochis
Vice President for Human Resources and Chief Human Resources Officer$276,043$0$0$0$234$0$30,184$0$13,107$0$319,568$0$0$0
Robyn Driskell
Chief of Staff to the President and Vice President of Internal Administration$271,030$0$0$0$282$0$29,271$0$269$0$300,852$0$0$0
Kevin Jackson
Vice President for Student Life$250,310$0$0$0$5,627$0$28,518$0$19,327$0$303,782$0$0$0
Susan Anz
Vice President of Finance and Assistant Secretary$253,801$0$0$0$282$0$28,796$0$26,523$0$309,402$0$0$0
Kristy Orr
Board Professional$185,195$0$0$0$11,745$0$20,290$0$7,614$0$224,844$0$0$0
Dave Clendennen
Asst Vice President for Financial Systems & Asst Treasurer$167,452$0$0$0$1,200$0$19,048$0$16,865$0$204,565$0$0$0
Lee Nordt
Dean of Arts & Sciences$288,230$0$0$0$396$0$30,240$0$17,198$0$336,064$0$0$0
Matthew Rhule
Former Head Football Coach (thru 01/2020)$3,666,966$0$315,000$0$111,404$0$30,240$0$19,197$0$4,142,807$0$0$0
Scott Drew
Head Men's Basketball Coach$3,282,515$0$120,000$0$59,525$0$30,240$0$19,197$0$3,511,477$0$0$0
Kim Mulkey
Head Women's Basketball Coach$2,278,519$0$649,000$0$70,347$0$30,240$0$13,385$0$3,041,491$0$0$0
Phillip Snow
Defensive Coordinator Football$1,054,002$0$5,000$0$20,093$0$30,240$0$15,260$0$1,124,595$0$0$0
Jeffrey Nixon
Former Co-Offensive Coordinator Football$603,561$0$64,000$0$8,210$0$30,240$0$21,847$0$727,858$0$0$0
Darin Davis
Former Vice President for University Mission (thru 06/2019)$206,209$0$0$0$234$0$23,362$0$21,768$0$251,573$0$0$0
Gary Mortenson
Acting Vice Provost (thru 04/2019)$237,573$0$0$0$1,672$0$26,440$0$43,891$0$309,576$0$0$0
Todd Still
Interim Executive Vice President and Provost - Former Officer (thru 05/2016)$196,957$0$0$0$0$0$29,605$0$73,244$0$299,806$0$0$0
Karen E Kemp
Interim Vice President for Marketing & Communication (thru 11/2016)$162,379$0$0$0$0$0$17,537$0$0$0$179,916$0$0$0
Andrea Dixon
Former Regent (thru 05/2019)$267,980$0$0$0$0$0$29,083$0$7,431$0$304,494$0$0$0
Roy Brian Webb
Vice President & Chief Investment Officer$355,475$0$375,870$0$19,792$0$30,240$0$16,657$0$798,034$0$0$0

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 7 Bonus and Incentive CompensationIncentive payments to officers and highly compensated employees include discretionary payments earned through completion of conditions identified in employment contracts.
Schedule J, Part I, Line 1a First-class or charter travelTwo officers traveled via charter flights to engage in various business activities such as donor cultivation activities, media events and dinners. Charter flights were used by three highly compensated employees to engage in various business activities such as student athletic recruiting, and attend media events. First-class trips are disallowed by University policy unless approved as an exception to policy. First-class travel was approved as an exception to policy for the following travel activities - one highly compensated employee traveled first class to attend Big 12 meetings and a dinner and to meet with the coaching staff at another university.
Schedule J, Part I, Line 1a Travel for companionsOccasionally, family members or guests of listed persons were provided travel. The University policy and practice is to review travel activities that occur throughout the year and report the value of such travel as taxable compensation to listed persons if no bona fide business purpose existed or the fifty percent seating capacity rule is inapplicable for the companion travel. Six highly compensated employees and one officer were provided family or guest travel.
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsMen's and Women's head basketball coaches, head football coach and Vice President & Director of Athletics had personal travel stipends grossed-up to provide contractual amounts owed by the University. Vice President & Director of Athletics and Chief Business Officer received gross-up payments covering the additional taxes owed on supplemental payments for child's tuition costs. Head Football Coach was provided a suite and the value of the suite was grossed-up to cover the taxes owed for personal usage. All above described payments were reported as taxable income, including the tax on the gross-up payments. Additionally, the University may occasionally gross-up other payments, but all such payments are included in the taxable income of the applicable employee.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useFormer Interim Executive Vice President & Provost received a minister's housing allowance which was associated with the provision of ministerial services related to duties and thus appropriately not reported as taxable. Baylor, in some instances, provides temporary housing to employees during their transition to beginning work at the University. This temporary housing is reported as taxable income. Baylor provided President with a house located on campus as a condition of employment and for the convenience of the University. The provision of the house was not included as taxable compensation.
Schedule J, Part I, Line 1a Health or social club dues or initiation feesThree officers and four highly compensated employees were provided country or social club memberships in one or more local clubs. All club memberships were reported as taxable compensation.
Schedule J, Part I, Line 1a Personal servicesBaylor provided housekeeping services for the University house where the President resides. The portion of the housekeeping expenses used for personal purposes was included as taxable income.
Schedule J, Part I, Line 1b Written policy regarding payment or reimbursement of expensesThe University has a written policy for the following benefits: first-class travel and charter travel, and travel for companions. The Baylor aircraft policy is only applicable to Baylor-provided charter travel. Other charter travel used by the Athletic Department for team travel is based upon the need of the sport. Club memberships are reported as taxable income. Tax indemnification and gross-up payments are included in contractual arrangements and/or require Board of Regents approval. The President's housing was provided as a condition of employment per the terms of contract, and the house was provided for the convenience of the University. Housekeeping services are handled as noted above.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planBaylor University President participated in a nonqualified deferred compensation arrangement under Internal Revenue Code section 457(f) and received an accrued benefit of $100,000 during 2019. An additional amount shall be accrued next year. The accrued deferred compensation amounts shall vest and be payable on the third anniversary of the date such funds were credited to the plan, or if earlier, upon termination without cause, death or disability. President will not have right to the funds if she voluntarily resigns or is terminated for cause. Baylor University Vice President for Advancement participated in a nonqualified deferred compensation arrangement ("deferred plan") under Internal Revenue Code section 457(f) during 2019. If a target fundraising goal is met for a corresponding fiscal year, then a set percentage of annual base salary is contributed to the deferred plan. Fiscal year contributions are to be credited to the Vice President for Advancement's account over the next three fiscal years. These contributions will vest following the last fiscal year as long as Vice President for Advancement remains continuously employed in this position through this vesting date unless upon termination without cause, death or disability. No contribution was accrued during 2019. The Vice President & Director of Athletics is a participant in a split-dollar insurance plan. The University makes premium loan payments on the policies over the next four years. A premium loan in the amount of $240,000 was paid in calendar year 2019. The Vice President & Director of Athletics is the owner of the policies utilized in the arrangement, and the University shall receive repayment of all premium loans, including interest, in accordance with the plan documents. The premiums are treated for tax purposes as nonrecourse split-dollar loans under 26 CFR 1.7872-15. Payment of the amount due the University (lender) under the agreement is, or could be considered nonrecourse to the borrower. Notwithstanding that fact, the lender and borrower represent that a reasonable person would expect that all payments due the lender under the agreement will be made.
Schedule J, Part I, Line 7 Non-fixed paymentsVice President & Chief Investment Officer received a bonus calculated using a portion of base pay and applying a percentage based upon qualitative assessment of performance plus a percentage per the bench-marked performance of Baylor's pooled investment, the Baylor University Fund. Highly compensated coaches may receive championship rings and/or gift cards, which are reported as taxable income.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Clifton Higher Education Finance Corporation
A800349380187154AV12011-04-14$110,202,345Refunding/refinancing of 2008B and commercial paper - 12/10/2008.falsefalsefalse
Waco Education Finance Corporation
B020603383929833AW12012-02-22$129,496,800New construction and real estate.falsefalsefalse
WACO EDUCATION FINANCE CORPORATION
C0206033830000000002017-05-30$59,750,000REFUNDING OF PRIOR ISSUE DATED 04/08/2008.falsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndSubstantial CompletionSubstantialCompletionYr
A$31,630,000$0$110,202,352$0$0$0$1,183,277$0$0$0$109,019,075$0Yes (true)falseYes (true)Yes (true)
B$0$0$129,621,446$0$6,025,765$0$1,070,499$0$0$122,525,182$0$0falsefalseYes (true)Yes (true)2014
C$8,740,000$0$59,750,000$0$0$0$0$0$0$0$59,750,000$0Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.00.00.0falsefalseYes (true)
BfalsefalseYes (true)Yes (true)false0.00.00.0falsefalseYes (true)
CfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.00.00.0falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
(no name)
AfalsefalsefalseYes (true)falsefalsefalsefalseYes (true)
(no name)
BfalsefalsefalseYes (true)falsefalsefalsefalseYes (true)
BARCLAYS BANK LLP
CfalsefalseYes (true)falseYes (true)Yes (true)falsefalseYes (true)22.5falsefalse

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part II, Line 13 Columns A & CColumns A & C are left blank due to Baylor's understanding to report new money projects for year of substantial completion, not amounts used in refunding or refinancing.
Schedule K, Part II, Line 11 Column A$35,000,000 of the Series 2011 proceeds were used to refinance a portion of commercial paper loan, which originally financed multiple capital projects for the University. The remaining amount was used to refund Series 2008B issue.
Schedule K, Part V Part VBaylor has procedures that it follows for tax-exempt bonds to ensure compliance with applicable Federal regulations and to identify any potential violations of Federal tax requirements. Baylor's procedures have been in place since the issuance of the bonds and are periodically reviewed and updated.
Schedule K, Part II, Line 11 Column CThe amount was used to refund SERIES 2008A issue.
Schedule K, Part II, Line 3 Column A & BThe total proceeds exceed the issue price due to investment earnings through 5/31/2016, at which time all proceeds of the issue were spent
Schedule K, Part IV, Line 2b Column CAll proceeds of the issue were spent in one day.
Schedule K, Part IV, Line 2c Column ATHE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 09/30/2011
Schedule K, Part IV, Line 2c Column BTHE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 05/31/2016
Schedule K, Part IV, Line 2c COLUMN AIssuer name: Clifton Higher Education Finance Corporation The calculation for computing no rebate due was performed on 09/30/2011
Schedule K, Part IV, Line 2c COLUMN BIssuer name: Waco Education Finance Corporation The calculation for computing no rebate due was performed on 05/31/2016

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Mack Rhoades IVBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgCurrent OfficerRelationshipWithOrgTxt
Loan PurposeTo purchase cash value of life insurance policy to supplement retirement incomeLoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$480,000OriginalPrincipalAmt
Balance Due$483,853BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalYes (true)BoardOrCommitteeApprovalInd
Written AgreementYes (true)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$483,853TotalBalanceDueAmt

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (4 entries)

Relationship With OrgRelationshipWithOrgTxtCash GrantCashGrantAmtType Of AssistanceTypeOfAssistanceTxt
NOT REQUIRED
NOT REQUIRED$148,342Academic SCHOLARSHIPS
NOT REQUIRED
NOT REQUIRED$15,865Ministry Guidance scholarships
NOT REQUIRED
NOT REQUIRED$6,765Graduate Assistantships
NOT REQUIRED
NOT REQUIRED$3,960NEED-BASED SCHOLARSHIPs

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (8 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesIndBusiness Name Line2NameOfInterested/BusinessName/BusinessNameLine2Txt
Richard Gochis
Spouse OF OFFICER Cheryl Gochis$136,080EMPLOYMENTfalse
Steve Cates
Brother-in-law of Officer Cheryl Gochis$101,924EMPLOYMENTfalse
Hank Sanderson
Son of REGENT Dusty Sanderson$66,523EMPLOYMENTfalse
The Clifton Robinson Intervivos Irrevocable asset Trust dba WASHINGTON PART
Entity more than 35% owned by REGENT C. CLIFTON ROBINSON$875,690Rental of Property and Renovations to BuildingfalseNERS LTD
LAUREN SANDERSON
DAUGHTER-IN-LAW OF REGENT DUSTY SANDERSON$45,175EMPLOYMENTfalse
Will Driskell
Spouse of Officer Robyn Driskell$119,305Employmentfalse
BENJAMIN STEVENS
SON OF REGENT KIM STEVENS$85,564Employmentfalse
JONATHAN HARRISON
SON-IN-LAW OF REGENT GORDON WILKERSON$102,563EMPLOYMENTfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part IVFormAndLineReferenceDesc
ExplanationAll business transactions involving interested persons were entered into on an arm's length basis with the interested party having no involvement in or influence over the transaction.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution120ContributionCnt
Noncash Contributions Rpt F990$5,611,778NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - Average of high and low marketMethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1,300,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Real Estate Other RealEstateOtherGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$166,702NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$250,001NoncashContributionsRptF990Amt
Method Of Determining RevenuesOpinions of expertsMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (7 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Jewelry1$210,500Opinions of experts
Yes (X)Candy1$13,961Other - Invoices/Receipts
Yes (X)Educational Equipment8$151,254Other
Yes (X)Tickets2$2,456Other - Market Value
Yes (X)Gift Cards1$10,000Other - Market Value
Yes (X)Horses3$398,000Opinions of experts
Yes (X)Events4$4Other - None
FieldValueIRS element (for citing)
Form8283 Received10Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I, Line 1 Column (B) Number of Contributions or Items ContributedBaylor reported the receipt of these noncash contributions based on the number of contributions which at times also equals the number of items received.
Schedule M, Part I, Line 33 Explanation of Revenues Not ReportedSome items included in Schedule M were valued at $1.00. The donor did not provide the University with an appraisal and the University did not have other knowledge of the valuation of these items. For this reason, the University did not show revenue for these donations other than $1.00 which represents receipt of the items.
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributionsFor stock gifts, third party brokers are used to trade the stock and brokers have a standing order to sell stock immediately upon receipt. Such arrangements are based on varying cents-per-share. The majority of trades are executed by a "market order."

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (22 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, Line 8 CONTRIBUTIONS AND GRANTSCONTRIBUTIONS AND GRANTS REPORTED IN THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS AND FORM 990 APPROPRIATELY EXCLUDE INTENTS TO GIVE (PLEDGES) AND REVOCABLE DEFERRED GIVING COMMITMENTS.
Form 990, Part III, Line 3The outbreak of COVID-19, a respiratory disease caused by a new strain of coronavirus, has been declared a pandemic by the World Health Organization. The outbreak of the disease has affected travel, commerce, and financial markets globally. The University has been and continues to closely monitor the COVID-19 pandemic and its impact on the Baylor community. Changes in the University's operations during fiscal year 2019-2020 have included a shift to online delivery of academic programs for portions of academic year, postponement or cancellation of athletic and other events, reductions in on-campus housing and dining services, and a decline in demand for University programs that involve travel or that have international connections.
Form 990, Part III, Line 4d Description of other program services(Expenses $ 37,344,406 including grants of $ 1,323,007)(Revenue $ 63,950,947) EXPENSES CONTAINED RELATE TO AUXILIARY ENTERPRISES OPERATED BY THE UNIVERSITY. AUXILIARY ENTERPRISES ARE COMPRISED GENERALLY OF THE FOLLOWING ITEMS: RESIDENCE HALLS, DINING SERVICES, BOOKSTORE, RENTAL PROPERTIES AND VENDING SERVICES.
Form 990, Part V, Line 1a Number Reported in Box 3 of Form 1096Included in the number of forms reported in box 3 of Form 1096 are 22,826 1098-T Forms, 561 1098-E Forms, 1,565 1099-MISC Forms, 2 1099-K Forms, 0 1099-R Forms, and 0 1099-S Form.
Form 990, Part VI, Line 12a PART VI, LINES 12-15BAYLOR UNIVERSITY'S POLICIES DETAILED IN LINES 12-15 DO NOT DIRECTLY APPLY TO ITS DISREGARDED ENTITIES.
Form 990, Part VI, Line 11aName and address information for one anonymous donor was not disclosed on the Form 990, Schedule B draft provided to the Board of Regents for review.
Form 990, Part VI, Line 1a Delegate broad authority to a committeeThe Executive Committee consisted of the Chair, Vice Chairs, the chairs from among the Board's standing committees, the Emeriti Chair(subject to the requirement contained in Board Policy) and if still serving as a member of the Board, the immediate past Chair of the Board. The President also served as a non-voting member of the Executive Committee. The Board Chair also served as the Chair of the Executive Committee. This Committee had full authority of the Board to act on corporate issues between meetings with the exception of the following matters, which matters are specifically reserved for the Board: (1) any action regarding Baylor's mission, vision or strategic plans; (2) amendment of the certificate of formation, bylaws or board guidelines; (3) conferral of degrees; (4) selection, evaluation, or termination of the President; (5) termination of a Vice President or member of the President's Executive Council; (6) election of Baylor University Regents and Board officers; (7) removal of a Regent; (8) election of Regents to affiliated organizations; (9) any action increasing or decreasing the University's annual budget; (10) any action using Baylor credit; (11) determination of reasonableness of salaries, other compensation and benefits of disqualified or highly compensated persons; (12) any matter in which any voting or ex officio member of the Executive Committee asks to be considered by the Board; (13) capital projects and real property transactions.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsLarry Heard and Drayton McLane - Business relationship
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyThe Baptist General Convention of Texas, a nonprofit Texas corporation, has the authority to elect up to 25% of the members of Baylor University's Board of Regents.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersBaylor University's Board of Regents may be required to obtain approval from the Baptist General Convention of Texas regarding certain changes to its governing documents which address board composition.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyThe return was reviewed by the University's outside tax accountants. Additionally, a copy of the Form 990 was distributed to all Regents and a review of the Form 990 was performed by the Regent Audit Committee. Senior administration including the President, Chief Business Officer, Vice President of Finance/ Assistant Secretary, General Counsel & Chief Legal Officer and Corporate Secretary, Chief of Staff to the President and Vice President for Board Relations, and Director of Internal Audit & Management Analysis participated in the review and discussion regarding the Form 990 and attached schedules with the Regent Audit Committee. All Board members were invited to participate in the Audit Committee meeting. A final copy of the return was provided to all Regents prior to the filing of the Form 990.
Form 990, Part VI, Line 12c Conflict of interest policyBaylor University maintains two separate conflict of interest policies applicable to the following groups: (1) Board of Regents; (2) all full-time faculty and staff, and some part-time employees as deemed necessary. Each group is required to complete an annual conflict of interest disclosure form or dual interest form. Regents: Internal Audit and Management Analysis (IA) reviews all completed Regent conflict disclosure forms and consults with the President, Chief Business Officer, General Counsel & Chief Legal Officer, and other University administrators, if necessary. The Chief Audit Officer presents the results of the review to the Board of Regents Audit Committee. A Regent is not allowed to be involved in discussions, nor vote on related matters, should a conflict of interest exist. Conflicts of interest of a severe nature involving a Regent are addressed via the appropriate Baylor University Board of Regents Bylaws with the action(s) being determined by the Board that could include removal of that Regent as a member of the Board of Regents. Full-time faculty and staff, and some part-time employees as deemed necessary: IA initially reviews all completed dual interest forms. If an actual or perceived conflict exists, the statement will be reviewed by the Conflict of Interest Review Committee (review committee). The review committee is made up of the Chief Business Officer, the Vice President and Chief Human Resources Officer, the Vice Provost for Academic Affairs and Policy, a designated attorney from the Office of General Counsel, the Chief Compliance Officer, the Vice Provost of Research (or designees), and the Chief Audit Officer. The review committee shall take such action as reasonably may be necessary to eliminate any actual or perceived conflict of interest or otherwise safeguard the interests of the University through a management plan. For potential conflicts reported by the President, the Regent Audit Committee will review those matters and make the final decision. The Chief Audit Officer annually reports to the President the number of employees who have reported actual or perceived conflicts and the nature of the conflicts along with recommended plans to resolve them. The Chief Audit Officer also presents the results of the review to the Board of Regents Audit Committee. Employees are restricted from participating in the decision-making process for those transactions that involve the acquisition of goods or services should a conflict of interest exist. Employees who deliberately or repeatedly fail to disclose fully and truthfully dual interest situations or fail to comply with any stipulated management plan for managing the disclosed conflicts will be subject to the applicable University disciplinary processes.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialBaylor's procedures and practices in support of the Board of Regents Guidelines for Board Operations ensure that compensation arrangements for the President must be approved by the Board in order to go into effect. A Regent subcommittee conducts the President assessment process and obtains and reviews appropriate comparable compensation data annually and as needed in order to review and approve compensation arrangements. The comparability data comes from a variety of sources which includes qualified, independent outside compensation consultants selected by the Board of Regents, surveys conducted by outside consultants that includes salaries and/or benefits data, Form 990 data from other institutions, College and University Professional Association for Human Resources surveys, and Western Management Group Surveys. The Regent subcommittee reviews the reasonableness of compensation arrangements against the comparability data as well as the performance of the President and documents the basis of their determinations and actions concurrent with making the determination. The documentation includes the terms of the transaction, the date of approval, the names of the Regent subcommittee members present during the review and vote on the transaction, the comparability data relied upon and the basis for the determination. The Regent subcommittee subsequently presents its recommendations to the full Regent Board for approval, which is concurrently documented as well. This process was performed in 2019-2020.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesBaylor's procedures and practices ensure that compensation arrangements for other officers and key employees deemed to be disqualified persons and/or highly compensated must be approved by the Board of Regents in order to go into effect. A Regent subcommittee obtains and reviews appropriate comparable compensation data annually, and as needed, in order to review and approve compensation arrangements for other officers and key employees deemed to be disqualified persons and/or highly compensated. This includes the review and approval of the President's salary recommendations for Executive Council members. The comparability data is sourced from a variety of sources which includes qualified, independent outside compensation consultants selected by the Board of Regents. Comparability data sources can vary dependent upon the type of position being reviewed. Standard sources of data are Form 990 data from other institutions, College and University Professional Association for Human Resources surveys, Western Management Group Surveys, Winthrop AD surveys, and other industry specific surveys as applicable. The Regent subcommittee reviews the reasonableness of compensation arrangements against the comparability data and documents the basis of their determinations and actions concurrent with making the determination. The documentation includes the terms of the transaction, the date of approval, the names of the Regent subcommittee members present during the review and vote on the transaction, the comparability data relied upon and basis for the determination. The Regent subcommittee subsequently presents its recommendations to the full Regent Board for approval, which is concurrently documented as well. This occurs annually and as needed. All officers and key employees that are included in Part VII, Section A, were reviewed under this process in 2019-2020.
Form 990, Part VI, Line 19 Required documents available to the publicBaylor's certificate of formation, bylaws, guidelines for board operations, statement of commitment and responsibilities, conflict of interest policies, and annual financial statements are posted on Baylor's website.
Form 990, Part VII, Section A, Line 1a, Column (E) Compensation from Related OrganizationsBaylor transmits an annual questionnaire with pertinent instructions and definitions to each of its current and former regents, officers, key employees, and highest compensated employees listed on Part VII, Section A, inquiring into amounts of any reportable compensation or other compensation received by these individuals from a related organization. The questionnaire includes the name, title, date, and signature of each person reporting the information to Baylor. No amounts were reported for the fiscal year ending 5/31/20.
Form 990, Part VII, Section A, Line 1a, Column (B) Average Hours Per WeekThe average hours reported per week for Regents Gaynor Yancey, Andrea Dixon, and Randy Umstead include average hours in their roles as board members and employees of the University. Four former officers have average hours reported because these individuals were employed during all of the calendar year that fell within the current tax year but not in the role as officers.
Form 990, Part VII, Section A, Line 1a, Column (D) Reportable compensation from the organizationReportable compensation for Regents Gaynor Yancey, Andrea Dixon, Michael McFarland, Bill Simon, Dennis Wiles, and Randy Umstead include compensation in their roles as employees and regents of the University.
Form 990, Part VIII, Line 1h Total Contributions, Gifts Grants and Other Similar AmountsContributions and grants reported in the University's audited financial statements and Form 990 appropriately exclude intents to give (pledges) and revocable deferred giving commitments.
Form 990, Part VIII, Line 2f Other Program Service RevenueAuxliiary Income - Total Revenue: 8876542, Related or Exempt Function Revenue: 8125879, Unrelated Business Revenue: 623133, Revenue Excluded from Tax Under Sections 512, 513, or 514: 127530;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesLoss on Interest Rate Swap - -3179983; Present Value Adjustment to Annuities Payable - 1270796;
Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exceptionFixed payments associated with the contracts entered into with the President, Vice President and Provost, Chief Business Officer, and Vice President for Marketing & Communications & Chief Marketing Officer are subject to the initial contract exception. These officers were not disqualified persons immediately prior to entering into the initial contract.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1MARY ANN KOKERNOT LAWRENCE LACY TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1COMM BANK AND TRUST PO BOX 2303AddressLine1Txt
CityWACOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76703ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesGRANTOR TRUST IN SUPPORT OF BAYLORPrimaryActivitiesTxt
Legal Domicile StateTXLegalDomicileStateCd
End Of Year Assets$557,718EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1BAYLOR UNIVERSITYBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
BRAZOS VALLEY PUBLIC BROADCASTING FOUNDATION DBA KWBU-FM
One Bear Place 97296WACOTX767987296742674611PROVIDE AND PROMOTE QUALITY EDUCATIONAL PROGRAMMINGTX501(c)(3)7BAYLOR UNIVERSITYYes (true)
FB KIRCHNER SCHOLARSHIP FUND #6886
FROST NATIONAL BANK PO BOX 2950SAN ANTONIOTX78299742646348PROVISION OF SCHOLARSHIPSTX501(c)(3)Type III-OBAYLOR UNIVERSITYYes (true)
BRYAN NICHOLS SCHOLARSHIP TRUST 332
118 S HOUSTON AVENUECAMERONTX765203932746438292PROVISION OF SCHOLARSHIPSTX501(c)(3)PFBAYLOR UNIVERSITYYes (true)
HAROLD E RILEY FOUNDATION
PO BOX 149151AUSTINTX787149151300181669SUPPORT OF BAYLOR AND SW THEOLOGICAL SEMINARYTX501(c)(3)Type INAfalse
FLEMING CHURCH LOAN TRUST
1601 ELM STREET SUITE 1700DALLASTX752017241756035987TRUST SUPPORTING BAYLOR UNIVERSITY, AS WELL AS OTHER ORGANIZATIONSTX501(c)(3)Type IINAfalse
KOKERNOT TRUST
1601 ELM STREET SUITE 1700DALLASTX752017241756040747TRUST WHICH PAYS INCOME IN SUPPORT OF BAYLOR UNIVERSITY AND OTHER UNIVERSITIESTX501(c)(3)Type IIBAYLOR UNIVERSITYYes (true)
BIG TWELVE CONFERENCE INC
400 E JOHN CARPENTER FREEWAYIRVINGTX75062752604555ORGANIZE, PROMOTE AND ADMINISTER INTERCOLLEGIATE ATHLETICS AMONG ITS MEMBER INSTITUTIONSDE501(c)(3)Type INAfalse
THE MARRS MCLEAN TRUST #487601
PO BOX 2950SAN ANTONIOTX78299746342783TRUST SUPPORTS BAYLOR UNIVERSITY AND OTHER COLLEGESTX501(c)(3)Type III-ONAfalse
CENTRAL TEXAS TECHNOLOGY AND RESEARCH PARK
ONE BEAR PLACE 97043WACOTX767987043273848177HOLDING COMPANYTX501(c)(2)BAYLOR UNIVERSITYYes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtControlled OrganizationControlledOrganizationIndOwnershipOwnershipPct
CHARITABLE REMAINDER TRUSTS (56)
CHARITABLE TRUST - SUPPORTTXNATrust$4,262,953$27,982,217Yes (true)
CHARITABLE LEAD TRUST (1)
CHARITABLE TRUST - SUPPORTTXNATrust$0$191,591Yes (true)1
CHARITABLE LEAD TRUST (1)
CHARITABLE TRUST - SUPPORTFLNATrust$0$326,777Yes (true)1
CHARITABLE REMAINDER TRUST (1)
CHARITABLE TRUST - SUPPORTCANATrust$14,540$26,631Yes (true)0.3
CHARITABLE REMAINDER TRUST (1)
CHARITABLE TRUST - SUPPORTKYNATrust$98,563$263,822Yes (true)1
CHARITABLE REMAINDER TRUST (1)
CHARITABLE TRUST - SUPPORTARNATrust$67,368$254,440Yes (true)1
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (9 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BRAZOS VALLEY PUBLIC BROADCASTING FOUNDATION DBA KWBU-fm
B$225,376CASH CONTRIBUTIONS
BRAZOS VALLEY PUBLIC BROADCASTING FOUNDATION DBA KWBU-FM
L$259,529COST
BRAZOS VALLEY PUBLIC BROADCASTING FOUNDATION DBA KWBU-FM
M$150,567COST
BRAZOS VALLEY PUBLIC BROADCASTING FOUNDATION DBA KWBU-FM
N$83,465ESTIMATED FAIR MARKET VALUE
FB KIRCHNER SCHOLARSHIP FUND #6886
A$16,985CASH
KOKERNOT TRUST
A$282,194CASH
CHARITABLE LEAD TRUST (3)
A$167,895CASH
Grantor Trust
S$40,131Cash
Bryan Nichols Scholarship Trust
A$5,395Cash