UNIVERSITY OF ST THOMAS: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF ST THOMAS (EIN 74-1277664)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-02-07
- IRS object ID
- 201700389349301045
- Schema version
- 2015v3.0
- 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 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 | 2017-02-07T14:24:25-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 BAGBY SUITE 4500 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | 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 | MS ELIZABETH S CONDIC | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 7135227911 | PhoneNum |
| Signature | 2017-02-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BROOKE MCNEIL | PreparerPersonNm |
| PTIN | P00849302 | PTIN |
| Phone | 7139822000 | PhoneNum |
| Preparation | 2017-02-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR ROBERT R IVANY | PrincipalOfficerNm |
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) |
|---|---|---|
| Gross Receipts | $149,435,243 | 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 | 32 | VotingMembersIndependentCnt |
| Total Employee | 1157 | TotalEmployeeCnt |
| Total Volunteers | 32 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $27,912,947 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,063,193 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $68,009,933 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $68,828,434 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,985,937 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,486,027 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,175,464 | PYOtherRevenueAmt |
| CY Other Revenue | $1,312,959 | CYOtherRevenueAmt |
| PY Total Revenue | $102,084,281 | PYTotalRevenueAmt |
| CY Total Revenue | $86,690,613 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $16,064,457 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $18,004,384 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $39,288,714 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $40,992,627 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,675,305 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $22,991,335 | PYOtherExpensesAmt |
| CY Other Expenses | $20,986,662 | CYOtherExpensesAmt |
| PY Total Expenses | $78,344,506 | PYTotalExpensesAmt |
| CY Total Expenses | $79,983,673 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $23,739,775 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,706,940 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $211,922,263 | TotalAssetsBOYAmt |
| Total Assets EOY | $213,307,600 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $29,877,256 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,987,388 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $182,045,007 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $181,320,212 | 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, COLLABERATIVE COMMUNITY. AS A COMPREHENSIVE UNIVERSTIY 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 | $42,826,666 | ExpenseAmt |
| Revenue | $61,648,810 | RevenueAmt |
| Desc | HIGHER EDUCATION INSTRUCTION AND SUPPORT SERVICES PROVIDED TO 1,814 UNDERGRADUATE STUDENTS AND 1,498 GRADUATE STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,295,461 | ExpenseAmt |
| Revenue | $3,717,728 | RevenueAmt |
| Desc | AUXILIARY OPERATIONS: STUDENT HOUSING, DINING SERVICES, PARKING GARAGE, AND BOOKSTORE SERVICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $3,461,896 | 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 |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,004,384 | ExpenseAmt |
| Grant | $18,004,384 | GrantAmt |
| Desc | STUDENT INSTITUTIONAL AID AND ASSISTANCE | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $18,004,384 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $18,004,384 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $63,126,511 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | 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 | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3952 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1157 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | 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 | Yes (true) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRANDY SHAW | PersonNm |
| Phone | 7135252124 | 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 | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DR ROBERT R IVANY | |||||||||
| PRESIDENT | 39.50 | 0.50 | Yes (X) | Yes (X) | $322,299 | $0 | $21,183 | ||
| MS CECILIA ABBOTT | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MSGR JAMES ANDERSON | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| REV MICHAEL A BUENTELLO CSB | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| REV EDWARD BAENZIGER | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR PHILIP BAHR | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HIS EMINENCE DANIEL CARDINAL DINARD | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR HERBERT P EDMUNDSON JR | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR MICHAEL FLEMING | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS LOIS FOLGER | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| REV ANTHONY GIAMPIETRO CSB | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS MARCIA GALATAS | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR GEORGE GOOLSBY | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR CURTIS HUFF | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS PAULA SAVAGE HANSEN | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS GLORIA KALMAN | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR ANDRIUS R KONTRIMAS | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR RAYMOND A LEBLANC | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR HARRY MACH | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR GEORGE MARTINEZ | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR ONIEL MENDENHALL | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| REV JOSEPH PILSNER CSB | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR REYNALDO REZA | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS MARY RICCIARDELLO | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| REV THOMAS ROSICA CSB | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR JOHN NIEMANN | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR STANLEY PAUR | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| REV STEPHEN REYNOLDS | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS DENISE CASTILLO-RHODES | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| VERY REV GEORGE SMITH CSB | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR MICHAEL STUART | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR IGNACIO TORRAS | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR JESSE TUTOR | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR ROBERT CORRIGAN | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR DENNIS MALLOY | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS RUTH METZGER | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS CYNTHIA RILEY | |||||||||
| VICE PRESIDE | 40.00 | Yes (X) | $247,960 | $0 | $15,442 | ||||
| DR DOMINIC AQUILA | |||||||||
| VICE PRESIDE | 40.00 | Yes (X) | $205,338 | $0 | $33,544 | ||||
| MR GARY MCCORMACK | |||||||||
| VICE PRESIDE | 39.50 | 0.50 | Yes (X) | $197,742 | $0 | $34,459 | |||
| MS ELIZABETH S CONDIC | |||||||||
| VICE PRESIDE | 38.00 | 2.00 | Yes (X) | $183,360 | $0 | $18,161 | |||
| MS PATRICIA MCKINLEY | |||||||||
| VICE PRESIDE | 40.00 | Yes (X) | $141,628 | $0 | $16,638 | ||||
| MS VICKIE ALLEMAN | |||||||||
| VICE PRESIDE | 40.00 | Yes (X) | $138,165 | $0 | $16,923 | ||||
| DR BEENA GEORGE | |||||||||
| DEAN - SCHOO | 40.00 | $183,355 | $0 | $11,904 | Yes (X) | ||||
| DR CHIEH-CHUNG UENG | |||||||||
| FACULTY | 40.00 | $166,257 | $0 | $11,361 | Yes (X) | ||||
| DR JOHN PALASOTA | |||||||||
| FACULTY | 40.00 | $156,134 | $0 | $24,246 | Yes (X) | ||||
| DR HASSAN SHIRVANI | |||||||||
| FACULTY | 40.00 | $149,421 | $0 | $28,024 | Yes (X) | ||||
| DR JOHN LEAVINS | |||||||||
| FACULTY | 40.00 | $148,813 | $0 | $9,865 | Yes (X) | ||||
| MR HOWARD ROSE | |||||||||
| AVP FO CAP P | 40.00 | $135,700 | $0 | $18,092 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,376,172 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $259,842 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 49 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| HARVEY | ||||||
| 3630 WESTCHASE | PO BOX 42008 | HOUSTON | TX | 77242 | CONSTRUCTION | $10,844,271 |
| ARAMARK | ||||||
| 3900 MT VERNON | HOUSTON | TX | 77006 | FOODPREPARATION | $1,435,657 | |
| WHR ARCHITECTS | ||||||
| 1111 LOUISIANA | 26TH FLOOR | HOUSTON | TX | 77002 | ARCHITECTS | $659,696 |
| RUFFALO NOEL LEVITZ | ||||||
| PO BOX 718 | DES MOINES | IA | 50303 | CONSULTANTS | $371,996 | |
| IRVINE TEAM | ||||||
| 4900 WOODWAY DR | SUITE 760 | HOUSTON | TX | 77056 | CONSTRUCTION | $325,968 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $375,190 | FundraisingAmt |
| Government Grants | $2,284,476 | GovernmentGrantsAmt |
| All Other Contributions | $11,403,527 | AllOtherContributionsAmt |
| Noncash Contributions | $576,700 | NoncashContributionsAmt |
| Total Contributions | $14,063,193 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 900099 | $61,648,810 | $61,648,810 |
| AUXILIARY OPERATIONS | 900099 | $3,717,728 | $3,717,728 |
| ENDOWMENT SUPPORT | 900099 | $3,461,896 | $3,461,896 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $68,828,434 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,415,217 | TotalRevenueColumnAmt |
| Exclusion | $1,415,217 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,822 | TotalRevenueColumnAmt |
| Exclusion | $33,822 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $63,429,401 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $62,358,591 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,070,810 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,070,810 | TotalRevenueColumnAmt |
| Exclusion | $1,070,810 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $996,183 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $375,190 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $386,039 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $610,144 | TotalRevenueColumnAmt |
| Exclusion | $610,144 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $668,993 | TotalRevenueColumnAmt |
| Exclusion | $668,993 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $668,993 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,690,613 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $68,828,434 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $3,798,986 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,004,384 | TotalAmt |
| Program Services | $18,004,384 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,995,363 | TotalAmt |
| Program Services | $905,837 | ProgramServicesAmt |
| Management And General | $841,566 | ManagementAndGeneralAmt |
| Fundraising | $247,960 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,718,830 | TotalAmt |
| Program Services | $25,128,237 | ProgramServicesAmt |
| Management And General | $3,667,698 | ManagementAndGeneralAmt |
| Fundraising | $1,922,895 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,256,852 | TotalAmt |
| Program Services | $926,955 | ProgramServicesAmt |
| Management And General | $242,727 | ManagementAndGeneralAmt |
| Fundraising | $87,170 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,796,444 | TotalAmt |
| Program Services | $2,361,008 | ProgramServicesAmt |
| Management And General | $2,161,606 | ManagementAndGeneralAmt |
| Fundraising | $273,830 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,225,138 | TotalAmt |
| Program Services | $1,721,283 | ProgramServicesAmt |
| Management And General | $357,043 | ManagementAndGeneralAmt |
| Fundraising | $146,812 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,414 | TotalAmt |
| Program Services | $100,453 | ProgramServicesAmt |
| Management And General | $43,200 | ManagementAndGeneralAmt |
| Fundraising | $86,761 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,963 | TotalAmt |
| Program Services | $28,467 | ProgramServicesAmt |
| Management And General | $155,496 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,752 | TotalAmt |
| Management And General | $91,752 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $446,473 | TotalAmt |
| Management And General | $446,473 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,880,050 | TotalAmt |
| Program Services | $4,139,043 | ProgramServicesAmt |
| Management And General | $404,281 | ManagementAndGeneralAmt |
| Fundraising | $336,726 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $514,915 | TotalAmt |
| Program Services | $181,069 | ProgramServicesAmt |
| Management And General | $276,046 | ManagementAndGeneralAmt |
| Fundraising | $57,800 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,285,048 | TotalAmt |
| Program Services | $1,658,645 | ProgramServicesAmt |
| Management And General | $368,537 | ManagementAndGeneralAmt |
| Fundraising | $257,866 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,438,199 | TotalAmt |
| Program Services | $863,064 | ProgramServicesAmt |
| Management And General | $550,469 | ManagementAndGeneralAmt |
| Fundraising | $24,666 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,656 | TotalAmt |
| Program Services | $3,656 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,265,798 | TotalAmt |
| Program Services | $595,473 | ProgramServicesAmt |
| Management And General | $1,669,374 | ManagementAndGeneralAmt |
| Fundraising | $951 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,156,896 | TotalAmt |
| Program Services | $1,122,609 | ProgramServicesAmt |
| Management And General | $16,641 | ManagementAndGeneralAmt |
| Fundraising | $17,646 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $625,659 | TotalAmt |
| Program Services | $440,567 | ProgramServicesAmt |
| Management And General | $31,020 | ManagementAndGeneralAmt |
| Fundraising | $154,072 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $738,758 | TotalAmt |
| Program Services | $738,758 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,233,324 | TotalAmt |
| Program Services | $3,386,709 | ProgramServicesAmt |
| Management And General | $810,132 | ManagementAndGeneralAmt |
| Fundraising | $36,483 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $826,831 | TotalAmt |
| Program Services | $46,372 | ProgramServicesAmt |
| Management And General | $780,459 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $938,663 | $773,922 | $141,074 | $23,667 |
| BAD DEBT EXPENSE | $126,263 | $126,263 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,983,673 | TotalAmt |
| Program Services | $63,126,511 | ProgramServicesAmt |
| Management And General | $13,181,857 | ManagementAndGeneralAmt |
| Fundraising | $3,675,305 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $680,909 | BOYAmt |
| EOY | $2,744,450 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,450,490 | BOYAmt |
| EOY | $67,743,057 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,047,387 | BOYAmt |
| EOY | $19,386,267 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,543,718 | BOYAmt |
| EOY | $1,112,495 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $434,101 | BOYAmt |
| EOY | $396,533 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,216,854 | BOYAmt |
| EOY | $1,018,153 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $165,671,291 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $77,085,244 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,917,344 | BOYAmt |
| EOY | $88,586,047 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,451,448 | BOYAmt |
| EOY | $15,429,649 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,671,054 | BOYAmt |
| EOY | $15,145,024 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,508,958 | BOYAmt |
| EOY | $1,745,925 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,922,263 | BOYAmt |
| EOY | $213,307,600 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,856,219 | BOYAmt |
| EOY | $10,096,056 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $563,948 | BOYAmt |
| EOY | $348,123 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,744,567 | BOYAmt |
| EOY | $2,045,386 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,729,673 | BOYAmt |
| EOY | $18,604,761 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $982,849 | BOYAmt |
| EOY | $893,062 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,877,256 | BOYAmt |
| EOY | $31,987,388 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,476,796 | BOYAmt |
| EOY | $67,802,962 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,846,265 | BOYAmt |
| EOY | $41,777,823 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,721,946 | BOYAmt |
| EOY | $71,739,427 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,045,007 | BOYAmt |
| EOY | $181,320,212 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,922,263 | BOYAmt |
| EOY | $213,307,600 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,706,940 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,431,735 | NetUnrlzdGainsLossesInvstAmt |
| 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 |
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) |
|---|---|---|
| Assets Included | $1,506,190 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $88,988,164 | BeginningYearBalanceAmt |
| Contributions | $2,875,321 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,569,632 | 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $72,792,758 | BeginningYearBalanceAmt |
| Contributions | $2,446,868 | ContributionsAmt |
| Investment Earnings Or Losses | $6,135,676 | 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,926,402 | BeginningYearBalanceAmt |
| Contributions | $4,987,537 | ContributionsAmt |
| Investment Earnings Or Losses | $1,284,845 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $972,471 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,202,788 | OtherExpendituresAmt |
| Administrative Expenses | $281,883 | AdministrativeExpensesAmt |
| End Year Balance | $72,792,758 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.12000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.88000 | PrmnntEndowmentBalanceEOYPct |
| 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 | $17,848,544 | OtherCostOrOtherBasisAmt |
| Book Value | $17,848,544 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $84,937,989 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,188,890 | DepreciationAmt |
| Book Value | $45,749,099 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,728,140 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,710,221 | DepreciationAmt |
| Book Value | $3,017,919 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,156,618 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,186,133 | DepreciationAmt |
| Book Value | $21,970,485 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $88,586,047 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $15,145,024 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $15,145,024 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART III, LINE 4 | 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, PAGE 2, PART V, LINE 4 | ENDOWMENT FUNDS ARE USED ACCORDING TO DONOR STIPULATIONS. |
| SCHEDULE D, PAGE 3, PART X | FROM THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - CONSOLIDATED FINANCIAL STATEMENTS AS OF AND FOR THE YEARS ENDED JUNE 30, 2016 AND 2015 AND INDEPENDENT AUDITOR'S REPORT: 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 IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE 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, LINE 3 | 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 SCH E PART 1 LINE 3 - VETERAN STATUS. FURTHER, ANY SUCH INFORMATION WILL BE USED IN A NON-DISCRIMINATORY MANNER CONSISTENT WITH ALL APPLICABLE LAWS. |
| SCHEDULE E, LINE 6 | SCH E PART 1 LINE 6 - 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 (6 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| NORTH AMERICA | PROGRAM SERVICE | STUDY ABROAD | $5,680 |
| CENTRAL AMERICA AND THE CARRIBEAN | PROGRAM SERVICE | STUDY ABROAD | $4,255 |
| EUROPE | PROGRAM SERVICE | STUDY ABROAD | $3,456 |
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICE | STUDY ABROAD | $3,217 |
| SOUTH AMERICA | PROGRAM SERVICE | STUDY ABROAD | $950 |
| CENTRAL AMERICA AND THE CARRIBEAN | INVESTMENTS | $15,145,024 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $15,162,582 | SubtotalSpentAmt |
| Total Spent | $15,162,582 | 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PAGE 1, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | NORTH AMERICA 5,680 0 CENTRAL AMERICA AND THE CARRIBEAN 4,255 0 EUROPE 3,456 0 EAST ASIA AND THE PACIFIC 3,217 0 SOUTH AMERICA 950 0 CENTRAL AMERICA AND THE CARRIBEAN 0 15,145,024 | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MARDI GRAS | Event1Nm |
| Gross Receipts Event1 | $948,248 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $240,493 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $707,755 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $151,941 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $48,893 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $53,418 | OtherDirectExpensesEvent1Amt |
| Event2 | IRISH GALA | Event2Nm |
| Gross Receipts Event2 | $320,083 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $112,974 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $207,109 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $74,980 | RentFacilityCostsEvent2Amt |
| Entertainment Event2 | $11,601 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $24,574 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $103,042 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $21,723 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $81,319 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $5,791 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $9,000 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $795 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $5,046 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,371,373 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $375,190 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $996,183 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $232,712 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $9,000 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $61,289 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $83,038 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $386,039 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $610,144 | 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 | 2721 | RecipientCnt |
| Cash Grant | $18,004,384 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | 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 (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| DR ROBERT R IVANY | |||||
| PRESIDENT | $274,299 | $48,000 | $20,355 | $828 | $343,482 |
| MS CYNTHIA RILEY | |||||
| VICE PRESIDENT | $247,960 | $15,028 | $414 | $263,402 | |
| DR DOMINIC AQUILA | |||||
| VICE PRESIDENT | $205,338 | $11,705 | $21,839 | $238,882 | |
| MR GARY MCCORMACK | |||||
| VICE PRESIDENT | $197,742 | $12,620 | $21,839 | $232,201 | |
| MS ELIZABETH S CONDIC | |||||
| VICE PRESIDENT | $183,360 | $1,900 | $16,261 | $201,521 | |
| MS PATRICIA MCKINLEY | |||||
| VICE PRESIDENT | $141,628 | $8,763 | $7,875 | $158,266 | |
| MS VICKIE ALLEMAN | |||||
| VICE PRESIDENT | $138,165 | $8,469 | $8,454 | $155,088 | |
| DR BEENA GEORGE | |||||
| DEAN - SCHOOL OF BUS | $183,355 | $11,076 | $828 | $195,259 | |
| DR CHIEH-CHUNG UENG | |||||
| FACULTY | $166,257 | $10,564 | $797 | $177,618 | |
| DR JOHN PALASOTA | |||||
| FACULTY | $156,134 | $9,797 | $14,449 | $180,380 | |
| DR HASSAN SHIRVANI | |||||
| FACULTY | $149,421 | $7,938 | $20,086 | $177,445 | |
| DR JOHN LEAVINS | |||||
| FACULTY | $148,813 | $9,517 | $348 | $158,678 | |
| MR HOWARD ROSE | |||||
| AVP FO CAP PROJ & FO | $135,700 | $8,422 | $9,670 | $153,792 | |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PAGE 1, PART I, LINE 4 | DR. ROBERT R. IVANY 0 52,454 0 |
| SCHEDULE J, PART III | 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 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 FACILITI | 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 | $2,215,000 | RetiredAmt |
| Total Proceeds | $16,668,682 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $317,373 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $16,351,309 | OtherSpentProceedsAmt |
| 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 |
| 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K - ADDITIONAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | TRINITY HIGHER EDUCATIONAL FACILITIE CONTINUATION OF PART I A(F) - REFUND BONDS ISSUED ON 10/16/2002 | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| L GALLAGHER | |||
| BRD MMBR SPOUSE | $38,826 | EMPLOYMENT | false |
| S FLEMING | |||
| BRD MMBR SISTER | $121,165 | EMPLOYMENT | false |
| L SUMMERVILLE | |||
| BRD MMBR PARENT | $35,208 | EMPLOYMENT | false |
| S CONDIC | |||
| VP SPOUSE | $13,333 | EMPLOYMENT | false |
| N AQUILA | |||
| VP PARENT | $22,385 | EMPLOYMENT | false |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $339,100 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVE PRICE DAY OF TRANSFER | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | ART & RUGS | Desc |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $237,600 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 6 | Form8283ReceivedCnt |
| 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, PAGE 2, PART II | FormAndLineReferenceDesc |
| Explanation | PART I, COLUMN B REFERS TO THE NUMBER OF DONORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S 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, COLLABERATIVE COMMUNITY. AS A COMPREHENSIVE UNIVERSTIY GROUNDED IN THE LIBERAL ARTS, WE EDUCATE STUDENTS TO THINK CRITICALLY, COMMUNICATE EFFECTIVELY, SUCCEED PROFESSIONALLY, AND LEAD ETHICALLY. |
| FORM 990, PAGE 2, PART III, LINE 4D | STUDENT INSTITUTIONAL AID AND ASSISTANCE |
| FORM 990, PAGE 6, PART VI, LINE 1A | FROM THE BYLAWS OF THE UNIVERSITY, SECTION III.B: "DURING INTERVALS BETWEEN MEETINGS OF THE BOARD, THE EXECUTIVE COMMITTEE SHALL POSSESS AND MAY EXERCISE ALL THE POWERS AND AUTHORITY OF THE BOARD, EXCEPT THOSE REQUIRING AN AFFIRMATIVE VOTE OF TWO-THIRDS OF THOSE PRESENT AND VOTING AT A BOARD MEETING. IF THE EXECUTIVE COMMITTEE SHALL HAVE OCCASION TO ACT, IT SHALL REPORT ITS ACTION FOR RATIFICATION AT THE FIRST MEETING OF THE BOARD AFTER SUCH ACTION HAS BEEN TAKEN." |
| FORM 990, PAGE 6, PART VI, LINE 7A | PER THE BY-LAWS OF THE UNIVERSITY, AT LEAST ONE-THIRD OF THE BOARD OF DIRECTORS SHALL BE ELECTED FROM NOMINATIONS SUBMITTED TO THE NOMINATING COMMITTEE BY THE LOCAL SUPERIOR OF THE BASILIAN FATHERS AT THE UNIVERSITY OF ST. THOMAS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | 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. 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, PAGE 6, PART VI, LINE 12C | 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, PAGE 6, PART VI, LINE 15A | 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 THE CHAIR OF 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, PAGE 6, PART VI, LINE 15B | 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, PAGE 6, PART VI, LINE 19 | 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. |
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 | REALESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 11A | 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 | false | 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 |