UATX: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UATX (EIN 87-1925354)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-09
- IRS object ID
- 202533139349300313
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-09T18:30:37-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134255527 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALVETTI FERGUSON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 W NOTTINGHAM DR SUITE 100 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 871925354 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UATX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UATX | BusinessNameControlTxt |
| Phone | 5123487252 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 522 CONGRESS AVE 300 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHEHRYAR SHAFIQ | PersonNm |
| Person Title | CFO/TREASURER | PersonTitleTxt |
| Phone | 5123487252 | PhoneNum |
| Signature | 2025-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMIKO BACA | PreparerPersonNm |
| PTIN | P01268795 | PTIN |
| Phone | 2105363200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHEHRYAR SHAFIQ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 522 CONGRESS AVE 300 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $56,951,593 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UAUSTIN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2021 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | PREPARE THOUGHTFUL AND ETHICAL BUILDERS, LEADERS, AND CITIZENS THROUGH CIVIL AND OPEN INQUIRY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 80 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $34,331,676 | PYContributionsGrantsAmt |
| CY Contributions Grants | $49,547,970 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,245,252 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,570,383 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,117,853 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,165 | PYOtherRevenueAmt |
| CY Other Revenue | $40,518 | CYOtherRevenueAmt |
| PY Total Revenue | $35,909,224 | PYTotalRevenueAmt |
| CY Total Revenue | $56,951,593 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,589,548 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,542,213 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,560,594 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $202,700 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,126,412 | PYOtherExpensesAmt |
| CY Other Expenses | $11,621,889 | CYOtherExpensesAmt |
| PY Total Expenses | $17,871,325 | PYTotalExpensesAmt |
| CY Total Expenses | $26,772,031 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $18,037,899 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $30,179,562 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $62,842,511 | TotalAssetsBOYAmt |
| Total Assets EOY | $76,647,086 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,463,768 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,142,230 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $57,378,743 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $69,504,856 | NetAssetsOrFundBalancesEOYAmt |
| Mission | UATX IS A NONPROFIT DEDICATED TO BUILDING A LIBERAL ARTS UNIVERSITY COMMITTED TO FREEDOM OF INQUIRY, FREEDOM OF CONSCIENCE, AND CIVIL DISCOURSE. TO MAINTAIN THESE PRINCIPLES, THE UNIVERSITY WILL BE FIERCELY INDEPENDENT FINANCIALLY, INTELLECTUALLY, AND POLITICALLY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,817,904 | ExpenseAmt |
| Grant | $3,589,548 | GrantAmt |
| Revenue | $4,259,271 | RevenueAmt |
| Desc | THE UNIVERSITY LAUNCHED IT'S FIRST UNDERGRADUATE DEGREE PROGRAM IN SEPTEMBER 2024. THE CURRICULUM IS BUILT ON A CLASSICAL LIBERAL FOUNDATION TAUGHT BY WORLD CLASS SCHOLARS AND KNOWLEDGE CREATORS THAT LEADS TO DEGREES THAT WILL BE RECOGNIZED AS AN INDICATOR OF DISTINCTIVE ACCOMPLISHMENT AND ABILITY. | Desc |
| Total Program Service Expenses | $17,817,904 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 105 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 80 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEHRYAR SHAFIQ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5123487252 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 522 CONGRESS AVE 300 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| TERI ANDERSEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRENT BELLUM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NIALL FERGUSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT MALKIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW TROUSDALE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARI WEISS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX MAGARO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH LONSDALE | ||||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| PANO KANELOS | ||||||||
| PRESIDENT | 40.00 | $594,298 | $0 | $54,603 | Yes (X) | |||
| SHEZ SHAFIQ | ||||||||
| CFO | 40.00 | $164,383 | $0 | $16,559 | Yes (X) | |||
| CARLOS CARVALHO | ||||||||
| PRESIDENT 6/11/25 | 40.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL SHIRES | ||||||||
| CHIEF OF STAFF/VP/SECRETARY | 40.00 | $331,758 | $0 | $34,790 | Yes (X) | |||
| RONALD THEVENOT | ||||||||
| SENIOR VICE PRESIDENT OF ADVANCEMENT | 40.00 | $310,388 | $0 | $49,229 | Yes (X) | |||
| KERI WATERS | ||||||||
| VP POLARIS CENTER - THRU 12/24) | 40.00 | $332,927 | $0 | $13,131 | Yes (X) | |||
| JACOB HOWLAND | ||||||||
| SR. VP OF ACADEMIC AFFAIRS OF ADVANCEMENT | 40.00 | $293,970 | $0 | $26,119 | Yes (X) | |||
| CURTIS GUILBOT | ||||||||
| COO | 40.00 | $196,040 | $0 | $37,467 | Yes (X) | |||
| CAROLYN KIL | ||||||||
| CFO - FORMER | 40.00 | $116,497 | $0 | $23,861 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,340,261 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $255,759 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CLIFTON LASRON ALLEN LLP | |||||
| 220 S 6TH ST STE 300 | MINNEAPOLIS | MN | 55402 | CONSULTING/ACCOUNTING SERVICES | $282,832 |
| ARGOS ADVISORS LLC | |||||
| 46 CHESTNUT HILL RD | WILTON | CT | 06897 | CONSULTING/ADVANCEMENT SERVICES | $198,000 |
| AMERICAN PHILATHROPIC | |||||
| 651 VALLEY ROAD BOX 1480 | HOCKESSIN | DE | 19707 | CONSULTING | $164,612 |
| TOUCHDOWN STRATEGIES LLC | |||||
| 822 POLO PLACE | GREAT FALLS | VA | 22066 | CONSULTING/ADVANCEMENT SERVICES | $126,000 |
| ELISHEVA AVISHAI | |||||
| 21076 WEST BYRON ROAD | SHAKER HEIGHTS | OH | 44122 | CONSULTING/EDUCATION SERVICES | $118,360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $49,547,970 | AllOtherContributionsAmt |
| Noncash Contributions | $5,965,406 | NoncashContributionsAmt |
| Total Contributions | $49,547,970 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION, HOUSING, AND FEES | 611310 | $4,182,338 | $4,182,338 |
| EVENT AND CONFERENCE REVENUE | 900099 | $62,914 | $62,914 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,245,252 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,117,853 | TotalRevenueColumnAmt |
| Exclusion | $3,117,853 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $14,019 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,019 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,019 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $26,499 | TotalRevenueColumnAmt |
| Exclusion | $26,499 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $26,499 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,951,593 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,259,271 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,144,352 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,589,548 | TotalAmt |
| Program Services | $3,589,548 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $974,363 | TotalAmt |
| Program Services | $562,914 | ProgramServicesAmt |
| Management And General | $411,449 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,567,252 | TotalAmt |
| Program Services | $4,896,404 | ProgramServicesAmt |
| Management And General | $3,670,848 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,628 | TotalAmt |
| Program Services | $278,281 | ProgramServicesAmt |
| Management And General | $152,347 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $952,393 | TotalAmt |
| Program Services | $615,457 | ProgramServicesAmt |
| Management And General | $336,936 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $635,958 | TotalAmt |
| Program Services | $408,842 | ProgramServicesAmt |
| Management And General | $227,116 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,387,753 | TotalAmt |
| Program Services | $2,472,059 | ProgramServicesAmt |
| Management And General | $1,915,694 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,843 | TotalAmt |
| Program Services | $99,931 | ProgramServicesAmt |
| Management And General | $54,912 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,344 | TotalAmt |
| Program Services | $76,689 | ProgramServicesAmt |
| Management And General | $282,655 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,482,089 | TotalAmt |
| Program Services | $2,701,758 | ProgramServicesAmt |
| Management And General | $780,331 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $753,318 | TotalAmt |
| Program Services | $369,387 | ProgramServicesAmt |
| Management And General | $383,931 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,429 | TotalAmt |
| Management And General | $3,429 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,381 | TotalAmt |
| Program Services | $263,797 | ProgramServicesAmt |
| Management And General | $147,584 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,891 | TotalAmt |
| Program Services | $7,480 | ProgramServicesAmt |
| Management And General | $110,411 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EVENT EXPENSES | $1,498,814 | $1,242,481 | $256,333 |
| REPAIRS AND MAINTENANCE | $156,344 | $80,048 | $76,296 |
| DUES AND SUBSCRIPTIONS | $106,197 | $34,792 | $71,405 |
| STUDENT ACTIVITIES | $26,468 | $26,468 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,018 | TotalAmt |
| Program Services | $91,568 | ProgramServicesAmt |
| Management And General | $72,450 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,772,031 | TotalAmt |
| Program Services | $17,817,904 | ProgramServicesAmt |
| Management And General | $8,954,127 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,603,274 | BOYAmt |
| EOY | $1,758,283 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,047 | BOYAmt |
| EOY | $3,083,113 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,353,353 | BOYAmt |
| EOY | $4,450 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $353,661 | BOYAmt |
| EOY | $577,125 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,099,938 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $556,863 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,663,091 | BOYAmt |
| EOY | $1,543,075 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,032,141 | BOYAmt |
| EOY | $62,942,013 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $428,939 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330,790 | BOYAmt |
| EOY | $333,055 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,187,154 | BOYAmt |
| EOY | $5,977,033 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,842,511 | BOYAmt |
| EOY | $76,647,086 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $830,880 | BOYAmt |
| EOY | $713,974 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,000 | BOYAmt |
| EOY | $160,400 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,473,888 | BOYAmt |
| EOY | $6,267,856 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,463,768 | BOYAmt |
| EOY | $7,142,230 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,275,120 | BOYAmt |
| EOY | $43,985,251 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,103,623 | BOYAmt |
| EOY | $25,519,605 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,378,743 | BOYAmt |
| EOY | $69,504,856 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,842,511 | BOYAmt |
| EOY | $76,647,086 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $30,179,562 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$700,386 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$17,353,063 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $95,000 | RevenuesIncludedAmt |
| Assets Included | $95,000 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,278,384 | BeginningYearBalanceAmt |
| Contributions | $3,365,280 | ContributionsAmt |
| Investment Earnings Or Losses | $303,632 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $8,670 | AdministrativeExpensesAmt |
| End Year Balance | $8,938,626 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,004,310 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $274,074 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,278,384 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $5,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $4,310 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,004,310 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.94730 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05270 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,491,924 | OtherCostOrOtherBasisAmt |
| Depreciation | $451,866 | DepreciationAmt |
| Book Value | $1,040,058 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $513,014 | OtherCostOrOtherBasisAmt |
| Depreciation | $104,997 | DepreciationAmt |
| Book Value | $408,017 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $95,000 | OtherCostOrOtherBasisAmt |
| Book Value | $95,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,543,075 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OPERATING LEASE RIGHT-OF-USE ASSETS | $5,951,526 |
| FINANCE LEASE RIGHT-OF-USE ASSET | $25,507 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,977,033 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE PAYABLE | $6,220,203 |
| FINANCE LEASE PAYABLE | $47,653 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,267,856 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $52,661,659 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$700,386 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$3,589,548 | OtherRevenueAmt |
| Revenue Not Reported | -$4,289,934 | RevenueNotReportedAmt |
| Revenue Subtotal | $56,951,593 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $56,951,593 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $23,182,483 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $23,182,483 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $3,589,548 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,589,548 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $26,772,031 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | TUITION, SCHOLARSHIPS AND DISCOUNTS |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TUITION, SCHOLARSHIPS AND DISCOUNTS |
| PART III, LINE 4: | WORKS OF ART INCLUDES A STATUE THAT IS CONSIDERED INEXHAUSTIBLE AND HELD FOR PUBLIC EXHIBITION ON THE UNIVERSITY'S CAMPUS, WHICH FURTHERS THE ORGANIZATION'S EXEMPT PRUPOSE OF BUILDINGS A LIBERAL ARTS UNIVERSITY. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | 0 | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE POLICY IS PUBLICIZED DURING THE START OF OUR REGISTRATION PERIOD. |
| SCHEDULE E, PART I, LINE 4 | THE ORGANIZATION DOES NOT COLLECT OR MAINTAIN RECORDS OF THE RACIAL COMPOSITION OF ITS STUDENTS, FACULTY, OR STAFF, BECAUSE RACE AND ETHNICITY ARE NOT FACTORS IN ADMISSIONS, HIRING, OR ANY ASPECT OF THE SCHOOL'S OPERATIONS. THE SCHOOL MAINTAINS AND PUBLICIZES A WRITTEN POLICY OF NONDISCRIMINATION. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID | GrantTypeTxt |
| Recipient | 92 | RecipientCnt |
| Cash Grant | $3,561,548 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE CONTROLLER ADDS THE BILLING TO THE STUDENT ACCOUNTS AND THE FINANCIAL AID DEPARTMENT REVIEWS THE SCHOLARSHIP APPLICATIONS AND AWARDS THE SCHOLARSHIPS BASED ON THE ALLOTTED FUNDS THEY ARE GIVEN TO ADMINISTER. THE SCHOLARSHIPS ARE AWARDED AND APPLIED TO THEIR STUDENT BILLING ACCOUNT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PANO KANELOS | ||||||||||||||
| PRESIDENT | $594,298 | $0 | $0 | $0 | $0 | $0 | $19,800 | $0 | $34,803 | $0 | $648,901 | $0 | $0 | $0 |
| MICHAEL SHIRES | ||||||||||||||
| CHIEF OF STAFF/VP/SECRETARY | $261,758 | $0 | $70,000 | $0 | $0 | $0 | $17,763 | $0 | $17,027 | $0 | $366,548 | $0 | $0 | $0 |
| RONALD THEVENOT | ||||||||||||||
| SENIOR VICE PRESIDENT OF ADVANCEMENT | $310,388 | $0 | $0 | $0 | $0 | $0 | $19,177 | $0 | $30,052 | $0 | $359,617 | $0 | $0 | $0 |
| KERI WATERS | ||||||||||||||
| VP POLARIS CENTER - THRU 12/24) | $332,927 | $0 | $0 | $0 | $0 | $0 | $11,854 | $0 | $1,277 | $0 | $346,058 | $0 | $0 | $0 |
| JACOB HOWLAND | ||||||||||||||
| SR. VP OF ACADEMIC AFFAIRS OF ADVANC | $253,970 | $0 | $40,000 | $0 | $0 | $0 | $15,363 | $0 | $10,756 | $0 | $320,089 | $0 | $0 | $0 |
| CURTIS GUILBOT | ||||||||||||||
| COO | $196,040 | $0 | $0 | $0 | $0 | $0 | $12,150 | $0 | $25,317 | $0 | $233,507 | $0 | $0 | $0 |
| SHEZ SHAFIQ | ||||||||||||||
| CFO | $164,383 | $0 | $0 | $0 | $0 | $0 | $6,371 | $0 | $10,188 | $0 | $180,942 | $0 | $0 | $0 |
| CAROLYN KIL | ||||||||||||||
| CFO - FORMER | $116,497 | $0 | $0 | $0 | $0 | $0 | $7,261 | $0 | $16,600 | $0 | $140,358 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $95,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,683,646 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | CRYPTOCURRENCY | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $186,760 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL USES THE NUMBER OF CONTRIBUTORS FOR PART I, COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART IV, LINE 27: | UATX OFFERS FULL SCHOLARSHIPS TO ALL STUDENTS WHO ARE AWARDED ADMISSION. DURING THE 2024-25 ACADEMIC YEAR, TWO STUDENTS, EACH THE FAMILY MEMBER OF A DIFFERENT EMPLOYEE, ATTENDED THE UNIVERSITY AND RECEIVED FULL SCHOLARSHIPS CONSISTENT WITH THE INSTITITION'S STANDARD SCHOLARSHIP POLICY. |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED UNDER THE SUPERVISION OF THE CFO AND CONTROLLER. THE COMPLETED FORM WAS THEN SHARED WITH THE OFFICERS, SENIOR MANAGEMENT AND KEY EMPLOYEES OF THE ORGANIZATION FOR REVIEW FOR ACCURACY. IT WAS THEN SUBSEQUENTLY SHARED WITH THE BOARD OF DIRECTORS FOR REVIEW AND CONCURRENCE. AFTER THESE REVIEWS, THE FORM WAS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | UATX MAINTAINS A COMPREHENSIVE CONFLICT OF INTEREST AND COMMITMENT POLICY THAT APPLIES TO ALL EMPLOYEES, OFFICERS, DIRECTORS, AND COMMITTEE MEMBERS WITH FINANCIAL DECISION-MAKING AUTHORITY. THE POLICY REQUIRES THAT ALL INDIVIDUALS ACT IN THE BEST INTERESTS OF THE UNIVERSITY AND AVOID ANY SITUATION THAT COMPROMISES - OR APPEARS TO COMPROMISE - THAT DUTY. ALL EMPLOYEES AND OFFICERS MUST PROMPTLY DISCLOSE ANY RELATIONSHIP, ARRANGEMENT, OR OUTSIDE INTEREST THAT MAY CREATE A REAL OR PERCEIVED CONFLICT OF INTEREST OR COMMITMENT, INCLUDING OUTSIDE EMPLOYMENT, CONSULTING, FINANCIAL INVESTMENTS, OR LEADERSHIP ROLES IN OTHER ORGANIZATIONS. OUTSIDE EMPLOYMENT OR CONSULTING MUST RECEIVE WRITTEN APPROVAL TO ENSURE IT DOES NOT INTERFERE WITH INSTITUTIONAL DUTIES. DISCLOSURES ARE SUBMITTED TO THE GENERAL COUNSEL AND CHIEF FINANCIAL OFFICER. BOARD MEMBERS, PRINCIPAL OFFICERS, AND COMMITTEE MEMBERS WITH GOVERNING RESPONSIBILITIES ARE REQUIRED TO ANNUALLY SIGN A STATEMENT AFFIRMING THAT THEY HAVE RECEIVED, READ, AND UNDERSTAND THE CONFLICT OF INTEREST AND COMMITMENT POLICY AND AGREE TO COMPLY WITH IT. AT THE TIME OF SIGNING - AND AS CONFLICTS ARISE - INDIVIDUALS MUST DISCLOSE ANY POTENTIAL CONFLICTS. WHEN A POTENTIAL CONFLICT IS IDENTIFIED, THE INTERESTED INDIVIDUAL RECUSES THEMSELVES FROM ANY RELATED DISCUSSION OR VOTE. THE REMAINING DISINTERESTED BOARD OR COMMITTEE MEMBERS REVIEW THE FACTS AND DETERMINE WHETHER A CONFLICT EXISTS. ALL DISCLOSURES, DETERMINATIONS, RECUSALS, AND VOTES ARE DOCUMENTED IN THE OFFICIAL MEETING MINUTES. FOR FACULTY AND STAFF ENGAGED IN SPONSORED RESEARCH, UATX FOLLOWS STANDARDS CONSISTENT WITH R1 INSTITUTIONS IN TEXAS, REQUIRING DISCLOSURE OF ALL SIGNIFICANT FINANCIAL INTERESTS RELATED TO INSTITUTIONAL RESPONSIBILITIES AND IMPLEMENTING MITIGATION PLANS AS NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE UNIVERSITY PRESIDENT'S COMPENSATION IS SET BY THE BOARD OF DIRECTORS AFTER COMPLETION OF A SALARY SURVEY AND REVIEW FOR PRESIDENTS AT SIMILARLY SITUATED AND SIZED INSTITUTIONS. THE SALARY IS CALIBRATED TO REFLECT THE EXPECTED SIZE AND TYPE OF UNIVERSITY THIS NONPROFIT ORGANIZATION IS LAUNCHING. THIS PROCESS AND ITS RESULTS ARE RECORDED AS PART OF THE MINUTES OF THE ORGANIZATION AND THE RESULTING SALARY BECOMES PART OF THE PUBLIC RECORD WHEN THE ORGANIZATION'S 990 IS FILED. COMPENSATION FOR OFFICERS AND KEY EMPLOYEES ARE PERIODICALLY REVIEWED BUT THE BOARD FINANCE COMMITTEE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES IT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER: PROGRAM SERVICE EXPENSES 2,472,059. MANAGEMENT AND GENERAL EXPENSES 1,915,694. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,387,753. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS AND OVERSIGHT FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED SINCE THE PRIOR YEAR. |
| SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION | UATX 522 CONGRESS AVENUE, SUITE 300 AUSTIN, TX 78701 EMPLOYER IDENTIFICATION NUMBER: 87-1925354 FOR THE YEAR ENDING JUNE 30, 2025 UATX IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). |