UNIVERSITY OF ST THOMAS: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF ST THOMAS (EIN 74-1277664)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-07
- IRS object ID
- 201841279349301639
- Schema version
- 2016v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-07T15:02:33-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 E Jefferson Blvd PO Box 7 | AddressLine1Txt |
| City | South Bend | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 466240007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741277664 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF ST THOMAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 7135227911 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 MONTROSE BOULEVARD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770064626 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Spencer Conroy | PersonNm |
| Person Title | VP for Finance | PersonTitleTxt |
| Signature | 2018-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kenneth J Keber | PreparerPersonNm |
| PTIN | P00240883 | PTIN |
| Phone | 5742323992 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dr Richard Ludwick | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 MONTROSE BOULEVARD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770064626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $91,928,458 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STTHOM.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1947 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE UNIVERSITY IS COMMITTED TO THE CATHOLIC INTELLECTUAL TRADITION AND THE DIALOGUE BETWEEN FAITH AND REASON. WE EDUCATE STUDENTS TO THINK CRITICALLY, COMMUNICATE EFFECTIVELY, SUCCEED PROFESSIONALLY, AND LEAD ETHICALLY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 1201 | TotalEmployeeCnt |
| Total Volunteers | 31 | TotalVolunteersCnt |
| Total Gross UBI | -$15,871 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$20,892 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,063,193 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,125,361 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $68,828,434 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $70,708,817 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,486,027 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,622,687 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,312,959 | PYOtherRevenueAmt |
| CY Other Revenue | $890,797 | CYOtherRevenueAmt |
| PY Total Revenue | $86,690,613 | PYTotalRevenueAmt |
| CY Total Revenue | $91,347,662 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $18,004,384 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $21,000,700 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $40,992,627 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $40,738,681 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,667,841 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,986,662 | PYOtherExpensesAmt |
| CY Other Expenses | $20,150,195 | CYOtherExpensesAmt |
| PY Total Expenses | $79,983,673 | PYTotalExpensesAmt |
| CY Total Expenses | $81,889,576 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,706,940 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,458,086 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $213,307,600 | TotalAssetsBOYAmt |
| Total Assets EOY | $230,713,634 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,987,388 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,039,383 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $181,320,212 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $193,674,251 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE ARE THE UNIVERSITY OF ST. THOMAS, THE CATHOLIC UNIVERSITY IN THE HEART OF HOUSTON. WE ARE COMMITTED TO THE CATHOLIC INTELLECTUAL TRADITION AND THE DIALOGUE BETWEEN FAITH AND REASON BY PURSUING EXCELLENCE IN TEACHING, SCHOLARSHIP, AND SERVICE. WE EMBODY AND INSTILL IN OUR STUDENTS THE CORE VALUES OF OUR FOUNDERS; GOODNESS, DISCIPLINE, AND KNOWLEDGE. WE FOSTER ENGAGEMENT IN A DIVERSE, COLLABORATIVE COMMUNITY. AS A COMPREHENSIVE UNIVERSITY GROUNDED IN THE LIBERAL ARTS, WE EDUCATE STUDENTS TO THINK CRITICALLY, COMMUNICATE EFFECTIVELY, SUCCEED PROFESSIONALLY, AND LEAD ETHICALLY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $44,194,080 | ExpenseAmt |
| Revenue | $63,329,301 | RevenueAmt |
| Desc | HIGHER EDUCATION INSTRUCTION AND SUPPORT SERVICES PROVIDED TO 1,864 UNDERGRADUATE STUDENTS AND 1,373 GRADUATE STUDENTS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,000,700 | ExpenseAmt |
| Grant | $21,000,700 | GrantAmt |
| Desc | STUDENT INSTITUTIONAL AID AND ASSISTANCE | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,381,356 | ExpenseAmt |
| Revenue | $4,762,646 | RevenueAmt |
| Desc | AUXILIARY OPERATIONS; STUDENT HOUSING, DINING SERVICES, PARKING GARAGE, AND BOOKSTORE SERVICES | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $3,552,398 | RevenueAmt |
| Desc | ANNUAL SUPPORT FROM THE UNIVERSITY'S ENDOWMENT FOR STUDENT SCHOLARSHIPS, ENDOWED DEPARTMENTAL CHAIRS, FACULTY DEVELOPMENT, ENDOWED LECTURES, AND MAINTENANCE OF CAMPUS FACILITIES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Revenue | $3,552,398 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $67,576,136 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4273 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1201 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Spencer Conroy | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7135256960 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 MONTROSE BLVD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77006 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DR HERBERT P EDMUNDSON JR | |||||||||
| Chair/ BOARD MEMBER | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MR CURTIS HUFF | |||||||||
| Vice Chair/ BOARD MEMBER | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MR ANDRIUS R KONTRIMAS | |||||||||
| Secretary/ BOARD MEMBER | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DR ROBERT R IVANY | |||||||||
| PRESIDENT | 40.0 | Yes (X) | Yes (X) | $330,124 | $0 | $70,736 | 0.5 | ||
| MS CECILIA ABBOTT | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MSGR JAMES ANDERSON | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $52,542 | $0 | $12,931 | ||||
| REV MICHAEL A BUENTELLO CSB | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| REV EDWARD BAENZIGER | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| HIS EMINENCE DANIEL CARDINAL DINARDO | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MR MICHAEL FLEMING | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| REV ANTHONY GIAMPIETRO CSB | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MR GEORGE GOOLSBY | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MS PAULA SAVAGE HANSEN | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MR RAYMOND A LEBLANC | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MR HARRY MACH | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MR GEORGE MARTINEZ | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MR ONIEL MENDENHALL | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| REV JOSEPH PILSNER CSB | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MR REYNALDO REZA | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MS MARY RICCIARDELLO | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| REV THOMAS ROSICA CSB | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MR JOHN NIEMANN | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MR STANLEY PAUR | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| REV STEPHEN REYNOLDS | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MS DENISE CASTILLO-RHODES | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| VERY REV GEORGE SMITH CSB | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MR MICHAEL STUART | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MR IGNACIO TORRAS | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MR JESSE TUTOR | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MR ROBERT CORRIGAN | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MR DENNIS MALLOY | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MS RUTH METZGER | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MR DANIEL GARCIA | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MS MARGIE HARRIS | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MR ROCKY LAI | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MR JOSEPH CLEARY | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MS CYNTHIA RILEY | |||||||||
| VICE PRESIDENT | 40.0 | Yes (X) | $245,690 | $0 | $14,449 | ||||
| DR DOMINIC AQUILA | |||||||||
| VICE PRESIDENT | 40.0 | Yes (X) | $205,098 | $0 | $37,257 | ||||
| MR GARY MCCORMACK | |||||||||
| VICE PRESIDENT | 40.0 | Yes (X) | $198,757 | $0 | $35,442 | 0.5 | |||
| MS ELIZABETH S CONDIC | |||||||||
| VICE PRESIDENT | 38.0 | Yes (X) | $184,458 | $0 | $25,665 | 2.0 | |||
| MS PATRICIA MCKINLEY | |||||||||
| VICE PRESIDENT | 40.0 | Yes (X) | $146,537 | $0 | $17,304 | ||||
| MS VICKIE ALLEMAN | |||||||||
| VICE PRESIDENT | 40.0 | Yes (X) | $126,472 | $0 | $15,228 | ||||
| DR BEENA GEORGE | |||||||||
| DEAN-SCHOOL | 40.0 | $179,342 | $0 | $11,633 | Yes (X) | ||||
| DR CHIEH-CHUNG UENG | |||||||||
| FACULTY | 40.0 | $146,567 | $0 | $7,117 | Yes (X) | ||||
| DR JOHN PALASOTA | |||||||||
| FACULTY | 40.0 | $140,156 | $0 | $23,192 | Yes (X) | ||||
| DR HASSAN SHIRVANI | |||||||||
| FACULTY | 40.0 | $141,535 | $0 | $25,199 | Yes (X) | ||||
| DR JOHN LEAVINS | |||||||||
| FACULTY | 40.0 | $139,741 | $0 | $8,622 | Yes (X) | ||||
| MR HOWARD ROSE | |||||||||
| AVP FO CAP P | 40.0 | $136,336 | $0 | $15,908 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,373,355 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $320,683 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 56 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Harvey | |||||
| 3630 Westchase | Houston | TX | 77242 | Construction Services | $25,231,818 |
| Aramark | |||||
| 27310 Network Place | Chicago | IL | 608731273 | Dining Service Provider | $826,287 |
| Strata-One Consulting | |||||
| PO Box 17021 | Sugar Land | TX | 77496 | Consulting Services | $621,357 |
| Ruffalo Noel Levitz | |||||
| PO Box 718 | Des Moines | IA | 50303 | Consulting | $402,658 |
| Irvine DCS Team LLC | |||||
| 4900 Woodway Dr Suite 760 | Houston | TX | 77056 | Construction project managment | $313,468 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $1,844,145 | FundraisingAmt |
| Related Organizations | $803,998 | RelatedOrganizationsAmt |
| Government Grants | $1,927,613 | GovernmentGrantsAmt |
| All Other Contributions | $13,549,605 | AllOtherContributionsAmt |
| Noncash Contributions | $2,224,531 | NoncashContributionsAmt |
| Total Contributions | $18,125,361 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 900099 | $63,329,301 | $63,329,301 |
| AUXILIARY OPERATIONS | 900099 | $3,827,119 | $3,827,119 |
| ENDOWMENT SUPPORT | 900099 | $3,552,397 | $3,552,397 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $70,708,817 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,520,338 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$15,871 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,536,209 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,170 | TotalRevenueColumnAmt |
| Exclusion | $66,170 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $386,096 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $283,747 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $102,349 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $102,349 | TotalRevenueColumnAmt |
| Exclusion | $102,349 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $186,148 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,844,145 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $297,049 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$110,901 | TotalRevenueColumnAmt |
| Exclusion | -$110,901 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Music Lesson Fees | 900099 | $92,200 | $92,200 |
| Student Club Fees | 900099 | $62,429 | $62,429 |
| International Students Fees | 900099 | $59,438 | $59,438 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $721,461 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $721,461 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $935,528 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $91,347,662 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $71,644,345 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$15,871 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,593,827 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,000,700 | TotalAmt |
| Program Services | $21,000,700 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,190,397 | TotalAmt |
| Program Services | $1,016,079 | ProgramServicesAmt |
| Management And General | $926,358 | ManagementAndGeneralAmt |
| Fundraising | $247,960 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,677,805 | TotalAmt |
| Program Services | $24,312,230 | ProgramServicesAmt |
| Management And General | $4,003,146 | ManagementAndGeneralAmt |
| Fundraising | $1,362,429 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,354,199 | TotalAmt |
| Program Services | $1,076,295 | ProgramServicesAmt |
| Management And General | $209,473 | ManagementAndGeneralAmt |
| Fundraising | $68,431 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,267,250 | TotalAmt |
| Program Services | $4,098,550 | ProgramServicesAmt |
| Management And General | $892,581 | ManagementAndGeneralAmt |
| Fundraising | $276,119 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,249,030 | TotalAmt |
| Program Services | $1,740,683 | ProgramServicesAmt |
| Management And General | $401,422 | ManagementAndGeneralAmt |
| Fundraising | $106,925 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,465 | TotalAmt |
| Program Services | $156,577 | ProgramServicesAmt |
| Management And General | $7,500 | ManagementAndGeneralAmt |
| Fundraising | $47,388 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,573 | TotalAmt |
| Program Services | $20,626 | ProgramServicesAmt |
| Management And General | $232,947 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,627 | TotalAmt |
| Management And General | $111,627 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,350 | TotalAmt |
| Program Services | $424,350 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,562,485 | TotalAmt |
| Program Services | $3,945,163 | ProgramServicesAmt |
| Management And General | $496,598 | ManagementAndGeneralAmt |
| Fundraising | $120,724 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $528,268 | TotalAmt |
| Program Services | $121,297 | ProgramServicesAmt |
| Management And General | $384,121 | ManagementAndGeneralAmt |
| Fundraising | $22,850 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,995,470 | TotalAmt |
| Program Services | $1,530,819 | ProgramServicesAmt |
| Management And General | $318,540 | ManagementAndGeneralAmt |
| Fundraising | $146,111 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,543,302 | TotalAmt |
| Program Services | $933,138 | ProgramServicesAmt |
| Management And General | $610,164 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,450 | TotalAmt |
| Program Services | $1,450 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,315,272 | TotalAmt |
| Program Services | $655,283 | ProgramServicesAmt |
| Management And General | $1,659,989 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,103,348 | TotalAmt |
| Program Services | $1,046,724 | ProgramServicesAmt |
| Management And General | $50,946 | ManagementAndGeneralAmt |
| Fundraising | $5,678 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $351,148 | TotalAmt |
| Program Services | $264,912 | ProgramServicesAmt |
| Management And General | $42,320 | ManagementAndGeneralAmt |
| Fundraising | $43,916 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $701,606 | TotalAmt |
| Program Services | $610,147 | ProgramServicesAmt |
| Management And General | $88,617 | ManagementAndGeneralAmt |
| Fundraising | $2,842 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,116,515 | TotalAmt |
| Program Services | $3,579,897 | ProgramServicesAmt |
| Management And General | $519,941 | ManagementAndGeneralAmt |
| Fundraising | $16,677 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669,381 | TotalAmt |
| Program Services | $63,474 | ProgramServicesAmt |
| Management And General | $605,907 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Art School Tuition Expenses | $140,500 | $140,500 | $0 | $0 |
| REsident Hall Discounts | $151,100 | $151,100 | $0 | $0 |
| Employee Relations | $87,986 | $60,714 | $25,108 | $2,164 |
| recruitment | $53,284 | $15,229 | $38,055 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $828,065 | TotalAmt |
| Program Services | $610,199 | ProgramServicesAmt |
| Management And General | $20,239 | ManagementAndGeneralAmt |
| Fundraising | $197,627 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,889,576 | TotalAmt |
| Program Services | $67,576,136 | ProgramServicesAmt |
| Management And General | $11,645,599 | ManagementAndGeneralAmt |
| Fundraising | $2,667,841 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,744,450 | BOYAmt |
| EOY | $1,513,775 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,743,057 | BOYAmt |
| EOY | $7,605,781 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,386,267 | BOYAmt |
| EOY | $13,512,194 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,112,495 | BOYAmt |
| EOY | $904,036 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396,533 | BOYAmt |
| EOY | $358,246 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,018,153 | BOYAmt |
| EOY | $978,190 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $191,595,495 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $81,229,314 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,586,047 | BOYAmt |
| EOY | $110,366,181 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,429,649 | BOYAmt |
| EOY | $6,827,656 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,145,024 | BOYAmt |
| EOY | $86,883,011 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,745,925 | BOYAmt |
| EOY | $1,764,564 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,307,600 | BOYAmt |
| EOY | $230,713,634 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,096,056 | BOYAmt |
| EOY | $6,806,694 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $348,123 | BOYAmt |
| EOY | $288,222 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,045,386 | BOYAmt |
| EOY | $2,132,241 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,604,761 | BOYAmt |
| EOY | $17,429,850 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $893,062 | BOYAmt |
| EOY | $10,382,376 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,987,388 | BOYAmt |
| EOY | $37,039,383 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,802,962 | BOYAmt |
| EOY | $80,948,920 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,777,823 | BOYAmt |
| EOY | $32,519,302 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,739,427 | BOYAmt |
| EOY | $80,206,029 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,320,212 | BOYAmt |
| EOY | $193,674,251 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,307,600 | BOYAmt |
| EOY | $230,713,634 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,458,086 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,910,124 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$14,171 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,908,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,270,388 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,912,947 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,063,193 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,467,365 | CurrentTaxYearAmt |
| Total | $94,622,494 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,908,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,270,388 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,912,947 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,063,193 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,467,365 | CurrentTaxYearAmt |
| Total | $94,622,494 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,600,756 | SubstantialContributorsTotAmt |
| Public Support Total170 | $88,021,739 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,734,691 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,147,421 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,155,318 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,449,039 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,586,508 | CurrentTaxYearAmt |
| Total | $9,072,977 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,988,727 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,679,406 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,486,999 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,665,176 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,844,146 | CurrentTaxYearAmt |
| Total | $8,664,454 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $112,359,925 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $338,396,236 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.7834 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - GROSS FUNDRAISING REVENUE, COLUMN A - 1375210.0, COLUMN B - 796203.0, COLUMN C - 994916.0, COLUMN D - 996183.0, COLUMN E - 1844146.0, COLUMN F - 6006658.0; DESCRIPTION - OTHER INCOME, COLUMN A - 613517.0, COLUMN B - 883203.0, COLUMN C - 492083.0, COLUMN D - 668993.0, COLUMN E - , COLUMN F - 2657796.0; | ExplanationTxt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $1,277 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,277 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | The University is a member of the National Association of Independent Colleges and the Independent Colleges & Universities of Texas. As a member of these organizations, the University pays dues with part of these dues being indirectly attributable to the lobbying fees paid by the organization. The University does not directly lobby. |
| Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | The University is a member of the National Association of Independent Colleges and the Independent Colleges & Universities of Texas. As a member of these organizations, the University pays dues with part of these dues being indirectly attributable to the lobbying fees paid by the organization. The University does not directly lobby. |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $1,506,190 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $81,789,073 | BeginningYearBalanceAmt |
| Contributions | $7,436,594 | ContributionsAmt |
| Investment Earnings Or Losses | $8,479,746 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,669,339 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,302,143 | OtherExpendituresAmt |
| Administrative Expenses | $419,084 | AdministrativeExpensesAmt |
| End Year Balance | $93,314,847 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,629,941 | BeginningYearBalanceAmt |
| Contributions | $975,349 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,919,747 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,455,018 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,006,578 | OtherExpendituresAmt |
| Administrative Expenses | $434,874 | AdministrativeExpensesAmt |
| End Year Balance | $81,789,073 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $88,988,164 | BeginningYearBalanceAmt |
| Contributions | $2,875,321 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,569,631 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,334,904 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,930,983 | OtherExpendituresAmt |
| Administrative Expenses | $398,026 | AdministrativeExpensesAmt |
| End Year Balance | $86,629,941 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,370,500 | BeginningYearBalanceAmt |
| Contributions | $2,276,108 | ContributionsAmt |
| Investment Earnings Or Losses | $11,648,818 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,167,931 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,769,939 | OtherExpendituresAmt |
| Administrative Expenses | $369,392 | AdministrativeExpensesAmt |
| End Year Balance | $88,988,164 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $72,792,758 | BeginningYearBalanceAmt |
| Contributions | $2,446,868 | ContributionsAmt |
| Investment Earnings Or Losses | $6,135,675 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,089,288 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,557,376 | OtherExpendituresAmt |
| Administrative Expenses | $358,137 | AdministrativeExpensesAmt |
| End Year Balance | $78,370,500 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.15 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.85 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,663,018 | OtherCostOrOtherBasisAmt |
| Book Value | $18,663,018 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $124,254,600 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,503,707 | DepreciationAmt |
| Book Value | $85,750,893 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,284,404 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,979,029 | DepreciationAmt |
| Book Value | $3,305,375 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,393,473 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,746,578 | DepreciationAmt |
| Book Value | $2,646,895 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $110,366,181 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $86,883,011 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $86,883,011 | TotalBookValueSecuritiesAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 Collections and relation to exempt purpose | The University's art collection has been acquired over many years from a variety of sources. It is considered an enhancement to the overall ambiance of the campus and augments the educational experience of our students enrolled in art and art history. |
| Schedule D, Part III, Line 4 Collections of art - description of collections | THE UNIVERSITY'S ART COLLECTION HAS BEEN COLLECTED OVER MANY YEARS FROM A VARIETY OF SOURCES. IT IS CONSIDERED AN ENHANCEMENT TO THE OVERALL AMBIANCE OF THE CAMPUS AND AUGMENTS THE EDUCATIONAL EXPERIENCE OF OUR STUDENTS ENROLLED IN ART AND ART HISTORY COURSES. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | Endowment funds are used according to donor restrictions. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The University and UST Realty Company have received determination letters from the Internal Revenue Service of exemption from federal income tax under Section 501 (c)(3) of the Internal Revenue Code (IRC), and accordingly, no provision has been made for such taxes. Accounting standards generally accepted in the United States of America require that the University recognize the financial effects of a tax position in its consolidated financial statements, if that tax position is more likely than not of being sustained upon examination, including resolution of any appeals or litigation processes, based upon the technical merits of the tax position. Tax positions taken related to the University's tax-exempt status, the taxable income of unrelated business activities, and the deductibility of expenses and other miscellaneous tax positions have been reviewed, and management is of the opinion that material positions taken by the University would more likely than not be sustained upon examination by taxing authorities. Accordingly, the University has not recorded an income tax liability for uncertain tax benefits. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | THE UST HANDBOOK AND THE APPLICATION FOR ADMISSION, BOTH AVAILABLE ONLINE AT WWW.STTHOM.EDU, INCLUDE STATEMENTS THAT THE UNIVERSITY OF ST. THOMAS IS COMMITTED TO PROVIDING EDUCATIONAL OPPORTUNITIES AND MAKING ADMISSION DECISIONS WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, AGE, NATIONAL ORIGIN, DISABILITY OR VETERAN STATUS. FURTHER, ANY SUCH INFORMATION WILL BE USED IN A NON-DISCRIMINATORY MANNER CONSISTENT WITH ALL APPLICABLE LAWS. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | STUDENTS ATTENDING THE UNIVERSITY RECEIVE AID AND ASSISTANCE FROM BOTH FEDERAL AND STATE SOURCES ACCORDING TO APPLICABLE LAWS AND THE NEEDS OF THE INDIVIDUAL STUDENTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Central America and the Caribbean | Program Services | STUDY ABROAD | $17,698 |
| Europe (Including Iceland and Greenland) | Program Services | STUDY ABROAD | $17,693 |
| East Asia and the Pacific | Program Services | STUDY ABROAD | $3,315 |
| Central America and the Caribbean | Investments | $7,200,629 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $7,239,335 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $7,239,335 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Mardi Gras | Event1Nm |
| Gross Receipts Event1 | $1,757,460 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,624,035 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $133,425 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $161,483 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $28,290 | EntertainmentEvent1Amt |
| Event2 | Irish Gala | Event2Nm |
| Gross Receipts Event2 | $195,267 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $159,667 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $35,600 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $43,781 | RentFacilityCostsEvent2Amt |
| Entertainment Event2 | $500 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $41,274 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $77,566 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $60,443 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $17,123 | GrossRevenueOtherEventsAmt |
| Entertainment Other Events | $1,155 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $20,566 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,030,293 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,844,145 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $186,148 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $205,264 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $29,945 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $61,840 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $297,049 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$110,901 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT AID & ASSISTANCE | GrantTypeTxt |
| Recipient | 2503 | RecipientCnt |
| Cash Grant | $21,000,700 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | STUDENT INSTITUTIONAL AID AND ASSISTANCE IS AWARDED TO STUDENTS BASED ON MERIT AND/OR NEED AND IS APPLIED TO INDIVIDUAL STUDENT ACCOUNTS. THE UNIVERSITY'S OFFICE OF SCHOLARSHIPS AND FINANCIAL AID IS RESPONSIBLE FOR REVIEWING EACH STUDENT'S CUMULATIVE GRADE POINT AVERAGE AND OTHER MERIT BASED CRITERIA ALONG WITH A COMPLETED APPLICATION FOR STUDENT FEDERAL AID AND DETERMINES WHETHER A NEED LEVEL IS SUBSTANTIATED BY THE APPLICATION. THE AID AND ASSISTANCE PAYS FOR TUITION, FEES, ROOM AND BOARD, AND BOOKSTORE CHARGES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR ROBERT R IVANY | ||||||||||||||
| PRESIDENT | $280,626 | $0 | $0 | $0 | $49,498 | $0 | $69,925 | $0 | $811 | $0 | $400,860 | $0 | $0 | $0 |
| MS CYNTHIA RILEY | ||||||||||||||
| VICE PRESIDENT | $245,232 | $0 | $0 | $0 | $458 | $0 | $13,638 | $0 | $811 | $0 | $260,139 | $0 | $0 | $0 |
| DR DOMINIC AQUILA | ||||||||||||||
| VICE PRESIDENT | $204,210 | $0 | $0 | $0 | $888 | $0 | $11,785 | $0 | $25,472 | $0 | $242,355 | $0 | $0 | $0 |
| MR GARY MCCORMACK | ||||||||||||||
| VICE PRESIDENT | $197,259 | $0 | $0 | $0 | $1,498 | $0 | $12,621 | $0 | $22,821 | $0 | $234,199 | $0 | $0 | $0 |
| MS ELIZABETH S CONDIC | ||||||||||||||
| VICE PRESIDENT | $184,000 | $0 | $0 | $0 | $458 | $0 | $11,400 | $0 | $14,265 | $0 | $210,123 | $0 | $0 | $0 |
| MS PATRICIA MCKINLEY | ||||||||||||||
| VICE PRESIDENT | $144,290 | $0 | $0 | $0 | $2,247 | $0 | $8,850 | $0 | $8,454 | $0 | $163,841 | $0 | $0 | $0 |
| DR BEENA GEORGE | ||||||||||||||
| DEAN-SCHOOL | $178,884 | $0 | $0 | $0 | $458 | $0 | $10,822 | $0 | $811 | $0 | $190,975 | $0 | $0 | $0 |
| DR CHIEH-CHUNG UENG | ||||||||||||||
| FACULTY | $146,213 | $0 | $0 | $0 | $354 | $0 | $6,338 | $0 | $779 | $0 | $153,684 | $0 | $0 | $0 |
| DR JOHN PALASOTA | ||||||||||||||
| FACULTY | $139,900 | $0 | $0 | $0 | $256 | $0 | $8,838 | $0 | $14,354 | $0 | $163,348 | $0 | $0 | $0 |
| DR HASSAN SHIRVANI | ||||||||||||||
| FACULTY | $140,443 | $0 | $0 | $0 | $1,092 | $0 | $5,272 | $0 | $19,927 | $0 | $166,734 | $0 | $0 | $0 |
| MR HOWARD ROSE | ||||||||||||||
| AVP FO CAP P | $134,952 | $0 | $0 | $0 | $1,384 | $0 | $6,317 | $0 | $9,591 | $0 | $152,244 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a FRINGE OR EXPENSE EXPLANATION | THE BENEFITS LISTED IN LINE 1A WERE PROVIDED IN ACCORDANCE WITH THE PRESIDENT'S EMPLOYMENT CONTRACT AND ARE DEEMED APPROPRIATE CONSIDERING THE PRESIDENT'S ACTIVITIES WITH DONORS ACROSS THE COUNTRY AND WITH THE BOARD OF DIRECTORS, AND INCREASING THE UNIVERSITY'S VISIBILITY WITHIN THE HOUSTON METROPOLITAN AREA. |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | The president received $48,000 for housing allowance. This amount was considered taxable and included in the president's W-2. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | DR. ROBERT R. IVANY $53,779 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRINITY HIGHER EDUCATIONAL FACILITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 742857169 | BondIssuerEIN |
| CUSIP | 896613AQ9 | CUSIPNum |
| Bond Issued | 2012-11-15 | BondIssuedDt |
| Issue Price | $16,668,682 | IssuePriceAmt |
| Purpose | REFUND BONDS ISSUED ON 10/16/2002 | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $2,790,000 | RetiredAmt |
| Total Proceeds | $16,668,682 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $317,373 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $16,351,309 | OtherSpentProceedsAmt |
| Substantial Completion | 2012 | SubstantialCompletionYr |
| Current Refunding | Yes (true) | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Total Private Business Use | 0.0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | false | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (true) | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | false | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| L GALLAGHER | |||
| BRD MMBR SPOUSE | $33,826 | EMPLOYMENT | false |
| S FLEMING | |||
| BRD MMBR SISTER | $129,816 | EMPLOYMENT | false |
| S CONDIC | |||
| VP SPOUSE | $30,103 | EMPLOYMENT | false |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,136,388 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Various auction items and other minor donations. | Desc |
| Contribution | 107 | ContributionCnt |
| Noncash Contributions Rpt F990 | $88,143 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - The number reported is the number of contributions. Other - Various auction items and other minor donations. The number reported is the number of contributions. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ including grants of $)(Revenue $ 3,552,398) ANNUAL SUPPORT FROM THE UNIVERSITY'S ENDOWMENT FOR STUDENT SCHOLARSHIPS, ENDOWED DEPARTMENTAL CHAIRS, FACULTY DEVELOPMENT, ENDOWED LECTURES, AND MAINTENANCE OF CAMPUS FACILITIES |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FORM 990 WAS REVIEWED BY THE UNIVERSITY'S AUDIT AND FINANCE COMMITTEE PRIOR TO ITS FILING WITH THE IRS. AS THERE WERE DONORS WHO WISHED TO REMAIN ANONYMOUS, SCHEDULE B WAS NOT PROVIDED TO THE COMMITTEE NOR THE BOARD, BUT THE FULL COPY OF THE FORM 990 INCLUDING SCHEDULE B WAS REVIEWED IN DETAIL BY THE AUDIT AND FINANCE COMMITTEE CHAIR. AFTER TAKING INTO ACCOUNT ANY COMMENTS OR RECOMMENDATIONS OF THE AUDIT AND FINANCE COMMITTEE, THE FORM 990 IS FINALIZED AND PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS PRIOR TO FILING. THE METHODOLOGY FOR THIS REVIEW FOLLOWS THE PROCEDURE USED FOR THE ANNUAL REVIEW OF THE AUDITED FINANCIAL STATEMENTS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | ANNUAL AFFIRMATIONS THAT CONFLICTS DO NOT EXIST ARE REQUIRED TO BE MADE FOR BOARD MEMBERS, OFFICERS, AND CERTAIN KEY EMPLOYEES. IF ANY CONFLICTS ARE NOTED, THEY MUST BE SUFFICIENTLY EXPLAINED. BOARD MEMBERS RECUSE THEMSELVES FROM VOTING OR PARTICIPATING IN DISCUSSIONS REGARDING TOPICS WITH WHICH THEY MAY BE IN CONFLICT. RECORDS OF THE ANNUAL AFFIRMATIONS ARE MAINTAINED BY THE OFFICE OF THE PRESIDENT. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | A THIRD-PARTY SPECIALIZING IN EXECUTIVE COMPENSATION IS ENGAGED TO CONDUCT A COMPREHENSIVE REVIEW OF THE UNIVERSITY PRESIDENT'S COMPENSATION. MARKET INFORMATION IS UTILIZED TO ANALYZE THE COMPARABILITY AND MARKET COMPETITIVENESS OF THE PRESIDENT'S COMPENSATION. THE INFORMATION IS PROVIDED TO THE CHAIR OF THE BOARD. ANY CHANGES IN COMPENSATION RESULTING FROM THE SURVEY DATA PROVIDED IS APPROVED BY THE BOARD OF DIRECTORS. THIS ACTION IS DOCUMENTED AS PART OF THE BOARD OF DIRECTOR'S MEETING. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | THE BOARD OF DIRECTORS APPROVES THE HIRING OF VICE PRESIDENTS BASED ON A RECOMMENDATION FROM THE PRESIDENT. HOWEVER, THE PRESIDENT HAS THE DISCRETION TO SET THE INITIAL SALARY AND TO AWARD INCREASES BASED ON THE EXPERIENCE OF THE INDIVIDUAL, MARKET CONDITIONS, AND INDUSTRY STANDARDS. THE COMPENSATION LEVEL OF EACH VICE PRESIDENT'S POSITION IS EVALUATED EACH YEAR BY THE HEAD OF HUMAN RESOURCES WITH A MORE FORMAL EVALUATION, UTILIZING A THIRD-PARTY SPECIALIZING IN EXECUTIVE COMPENSATION, COMPLETED AS DEEMED NECESSARY. THE RESULTS ARE PROVIDED THE PRESIDENT FOR HIS REVIEW. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE UPON REQUEST TO THE TEXAS SECRETARY OF STATE. GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | Misc Facility rentals - Total Revenue: 27746, Related or Exempt Function Revenue: 27746, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Bookstore - Total Revenue: 42441, Related or Exempt Function Revenue: 42441, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Misc Revenues - Total Revenue: 651274, Related or Exempt Function Revenue: 651274, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Change in value of split interest agreement - -14171; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UST REALTY COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 MONTROSE BLVD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205716703 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Type I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UST Realty Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $803,998 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |