UNIVERSITY OF DALLAS: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF DALLAS (EIN 75-0926755)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2015-03-06
- IRS object ID
- 201520659349300232
- Schema version
- 2013v4.0
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-06T14:49:55-06:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 THIRD AVENUE SE STE 300 | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 524011512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750926755 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF DALLAS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 9727215236 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1845 E NORTHGATE DR | AddressLine1 |
| City | IRVING | City |
| State | TX | State |
| ZIP Code | 750624736 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN C MURRAY | PersonNm |
| Person Title | VP-CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 9727215236 | PhoneNum |
| Signature | 2015-03-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAY HEGARTY | PreparerPersonNm |
| PTIN | P00091057 | PTIN |
| Phone | 3192985333 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIAN C MURRAY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1845 EAST NORTHGATE DR | AddressLine1 |
| City | IRVING | City |
| State | TX | State |
| ZIP Code | 75062 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $82,735,219 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UDALLAS.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE UNIVERSITY OF DALLAS IS TO EMPOWER MEN AND WOMEN TO POSITIVELY INFLUENCE THEIR FAMILY, THEIR COMMUNITY AND THE WORLD BY PROVIDING A RIGOROUS AND CHALLENGING LIBERAL ARTS EDUCATION IN THE WESTERN TRADITION WHICH WILL LEAD TO GRADUATE AND UNDERGRADUATE DEGREES THROUGH THE CONSTANTIN COLLEGE OF LIBERAL ARTS, THE COLLEGE OF BUSINESS, THE BRANIFF GRADUATE SCHOOL OF LIBERAL ARTS AND THE SCHOOL OF MINISTRY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 1403 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $42,623 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $37,461 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,624,631 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,825,107 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $66,787,150 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $72,907,602 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,599,709 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,032,949 | CYInvestmentIncomeAmt |
| PY Other Revenue | $171,391 | PYOtherRevenueAmt |
| CY Other Revenue | $579,938 | CYOtherRevenueAmt |
| PY Total Revenue | $73,182,881 | PYTotalRevenueAmt |
| CY Total Revenue | $81,345,596 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $23,923,062 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $25,521,176 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,998,137 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $31,670,589 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,358,937 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,275,328 | PYOtherExpensesAmt |
| CY Other Expenses | $20,707,616 | CYOtherExpensesAmt |
| PY Total Expenses | $74,196,527 | PYTotalExpensesAmt |
| CY Total Expenses | $77,899,381 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,013,646 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,446,215 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $125,347,040 | TotalAssetsBOYAmt |
| Total Assets EOY | $133,263,698 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $43,761,068 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $43,451,304 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $81,585,972 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $89,812,394 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE UNIVERSITY OF DALLAS IS TO EMPOWER MEN AND WOMEN TO POSITIVELY INFLUENCE THEIR FAMILY, THEIR COMMUNITY AND THE WORLD BY PROVIDING A RIGOROUS AND CHALLENGING LIBERAL ARTS EDUCATION IN THE WESTERN TRADITION WHICH WILL LEAD TO GRADUATE AND UNDERGRADUATE DEGREES THROUGH THE CONSTANTIN COLLEGE OF LIBERAL ARTS, THE COLLEGE OF BUSINESS, THE BRANIFF GRADUATE SCHOOL OF LIBERAL ARTS AND THE SCHOOL OF MINISTRY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $44,852,431 | ExpenseAmt |
| Grant | $25,521,176 | GrantAmt |
| Revenue | $61,348,776 | RevenueAmt |
| Desc | INSTRUCTION: TO PROVIDE UNDERGRADUATE/GRADUATE LIBERAL ARTS DEGREES, GRADUATE DEGREES IN BUSINESS, MANAGEMENT AND ACCOUNTING AND OTHER OPPORTUNITIES TO ADVANCE IN SCHOOLS OF LEARNING IN LIBERAL ARTS, BUSINESS AND MINISTRY IN THE CLASSICAL TRADITION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,567,493 | ExpenseAmt |
| Revenue | $1,539,205 | RevenueAmt |
| Desc | STUDENT SERVICES: SERVICES RELATED TO RECRUITING AND ADMITTING STUDENTS TO THE UNIVERSITY. THIS INCLUDES ADMISSIONS, RECRUITING, STUDENT LIFE PROGRAMS, INTERCOLLEGIATE ATHLETICS, THE REGISTRARS OFFICE AND THE FINANCIAL AID OFFICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,276,475 | ExpenseAmt |
| Revenue | $127,065 | RevenueAmt |
| Desc | ACADEMIC SUPPORT: SERVICES RELATED TO ASSISTING IN THE PURSUIT OF THE ACADEMIC CURRICULUM. THIS INCLUDES LIBRARY SERVICES, ACADEMIC COMPUTING, DEAN/PROVOST OFFICES AND FACULTY DEVELOPMENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $4,459,482 | $9,105,523 | AUXILIARY AND OTHER SUPPORT SERVICES: INCLUDES HOUSING AND BOARD REVENUE, RESEARCH AND ROME FACILITIES EXPENSES AND OTHER ASSOCIATED EXPENSES. |
| $673,607 | $787,033 | INSTITUTIONAL SUPPORT SERVICES: INCLUDES COSTS ASSOCIATED WITH THE UNIVERSITY EXECUTIVE OFFICE, ADMINISTRATIVE OFFICE AND BUSINESS OFFICE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,133,089 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $9,892,556 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $63,829,488 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 231 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1403 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | IT | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEONARD ROBERTSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9727215236 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1845 EAST NORTHGATE DR | AddressLine1 |
| City | IRVING | City |
| State | TX | State |
| ZIP Code | 75062 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| THOMAS W KEEFE | |||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $317,174 | $0 | $37,372 | |
| FRANK HUBACH | |||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOSEPH MURPHY | |||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LEN RUBY | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BISHOP KEVIN FARRELL | |||||||
| CHANCELLOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL HASSON | |||||||
| NAB PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WALTER E ADAMS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLIE BAUMANN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WIN BELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOANNE STROUD BILBY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER R BRIGHT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS CODD JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN GATES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOUIS GRABOWSKY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID S GRUBER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK E HAGGERTY JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN HASSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GREGORY HOELSCHER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD HUSSEINI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MONSIGNOR GREG KELLY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY MANNING | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK MCLOCHLIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BISHOP MICHAEL MULVEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOE NEUHOFF | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BISHOP MICHAEL OLSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NATHANIEL PARKER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DWIGHT RISKEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY RITTER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY ROONEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICHOLAS SERAFY JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICK STARK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES TUSA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIDGETT WAGNER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA ARP WEITZMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS ZELLERS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY TEMPLETON | |||||||
| PART-YEAR TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT GALECKE | |||||||
| EXEC VP - EXTERNAL AFFAIRS | 40.00 | Yes (X) | $247,267 | $0 | $36,455 | ||
| JOHN PLOTTS | |||||||
| VP STUDENT ENROLL & STUDENT AFFAIRS | 40.00 | Yes (X) | $216,910 | $0 | $35,398 | ||
| J WILLIAM BERRY | |||||||
| EXEC VICE PRESIDENT & PROVOST | 40.00 | Yes (X) | $209,485 | $0 | $36,693 | ||
| BRIAN MURRAY | |||||||
| VP - CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $185,910 | $0 | $18,461 | ||
| ROBERT SCHERER | |||||||
| DEAN COLLEGE OF BUSINESS | 40.00 | Yes (X) | $213,478 | $0 | $20,847 | ||
| CHARLES EAKER | |||||||
| DEAN CONSTANTIN COL OF LIBERAL ARTS | 40.00 | Yes (X) | $144,432 | $0 | $16,883 | ||
| PETER J HATLIE | |||||||
| VP / DEAN ROME CAMPUS | 40.00 | Yes (X) | $133,760 | $0 | $24,361 | ||
| MARK GOODWIN | |||||||
| DEAN SCHOOL OF MINISTRY | 40.00 | Yes (X) | $100,165 | $0 | $30,112 | ||
| DAVID SWEET | |||||||
| PART-YEAR DEAN BRANIFF GRAD SCH OF L | 40.00 | Yes (X) | $88,958 | $0 | $29,024 | ||
| JOSHUA PARENS | |||||||
| DEAN BRANIFF GRAD SCH OF LIBERAL ARTS | 40.00 | Yes (X) | $92,405 | $0 | $30,682 | ||
| LEONARD ROBERTSON | |||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $110,667 | $0 | $24,012 | ||
| JANET BURK | |||||||
| REGISTRAR | 40.00 | Yes (X) | $60,880 | $0 | $9,768 | ||
| M PATRICK DALY | |||||||
| ASSOCIATE VP FOR ADMINISTRATION | 40.00 | Yes (X) | $104,071 | $0 | $13,638 | ||
| JAMES WHITTINGTON | |||||||
| ACADEMIC PROGRAM DIRECTOR & PROFESSOR | 40.00 | $140,222 | $0 | $29,604 | Yes (X) | ||
| BLAKE FRANK | |||||||
| ASSOCIATE PROFESSOR COLLEGE OF BUSINESS | 40.00 | $131,315 | $0 | $13,082 | Yes (X) | ||
| RICHARD OLENICK | |||||||
| PROFESSOR | 40.00 | $126,785 | $0 | $12,765 | Yes (X) | ||
| NANCY SCHREIBER | |||||||
| SR ASSOC DEAN ACADEMIC AFFAIRS | 40.00 | $118,576 | $0 | $22,220 | Yes (X) | ||
| LAURETTE DEKAT | |||||||
| DIRECTOR STUDENT HEALTH | 40.00 | $117,342 | $0 | $10,174 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,859,802 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $451,551 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 28 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARAMARKINC | |||||
| 1199 S BELT LINE ROAD SUITE 160 | COPPELL | TX | 75019 | FOOD SERVICES | $2,826,511 |
| DB III HOLDINGS LLC | |||||
| 6860 N DALLAS PPRKWY STE 180 | PLANO | TX | 75024 | RENT | $359,629 |
| JESSIE'S HOUSEKEEPING | |||||
| PO BOX 117191 | CARROLLTON | TX | 75011 | CAMPUS HOUSEKEEPING | $350,380 |
| TRAVEL LEADERS | |||||
| 2589 NE 33RD | FORT WORTH | TX | 76111 | GROUP FLIGHT | $337,033 |
| NCS PEARSON INC | |||||
| 13036 COLLECTION CENTER DR | CHICAGO | IL | 60693 | ONLINE CLASSES | $259,171 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $176,217 | FundraisingAmt |
| Government Grants | $1,747,757 | GovernmentGrantsAmt |
| All Other Contributions | $2,901,133 | AllOtherContributionsAmt |
| Total Contributions | $4,825,107 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & ACADEMIC | 611310 | $64,385,671 | $64,385,671 |
| AUXILIARY ACTIVITIES | 611710 | $8,410,177 | $8,410,177 |
| PARKING, PERMITS & FINES | 812930 | $111,754 | $111,754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $72,907,602 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,295,562 | TotalRevenueColumnAmt |
| Exclusion | $1,295,562 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $403,055 | TotalRevenueColumnAmt |
| Exclusion | $403,055 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $130,891 | RealAmt |
| Personal | $45,020 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $4,110 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $130,891 | RealAmt |
| Personal | $40,910 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $171,801 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $40,910 | UnrelatedBusinessRevenueAmt |
| Exclusion | $130,891 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,071,164 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,333,777 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,737,387 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,737,387 | TotalRevenueColumnAmt |
| Exclusion | $1,737,387 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $20,300 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $176,217 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $51,736 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$31,436 | TotalRevenueColumnAmt |
| Exclusion | -$31,436 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PERKINS FEES | 522291 | $34,805 | $34,805 | |
| K-1 PARTNERSHIP INCOME | 900099 | $1,713 | $1,713 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $36,518 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $81,345,596 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $72,907,602 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $42,623 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,570,264 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,051 | TotalAmt |
| Program Services | $18,051 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,503,125 | TotalAmt |
| Program Services | $25,503,125 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,634,301 | TotalAmt |
| Program Services | $1,860,119 | ProgramServicesAmt |
| Management And General | $587,080 | ManagementAndGeneralAmt |
| Fundraising | $187,102 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,370,367 | TotalAmt |
| Program Services | $17,821,571 | ProgramServicesAmt |
| Management And General | $3,996,991 | ManagementAndGeneralAmt |
| Fundraising | $551,805 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $788,170 | TotalAmt |
| Program Services | $611,209 | ProgramServicesAmt |
| Management And General | $162,821 | ManagementAndGeneralAmt |
| Fundraising | $14,140 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,252,992 | TotalAmt |
| Program Services | $3,451,108 | ProgramServicesAmt |
| Management And General | $722,411 | ManagementAndGeneralAmt |
| Fundraising | $79,473 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,624,759 | TotalAmt |
| Program Services | $1,279,050 | ProgramServicesAmt |
| Management And General | $296,838 | ManagementAndGeneralAmt |
| Fundraising | $48,871 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,224 | TotalAmt |
| Program Services | $3,270 | ProgramServicesAmt |
| Management And General | $91,954 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,147 | TotalAmt |
| Management And General | $96,147 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,868 | TotalAmt |
| Management And General | $319,868 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,754,000 | TotalAmt |
| Program Services | $4,441,262 | ProgramServicesAmt |
| Management And General | $2,279,636 | ManagementAndGeneralAmt |
| Fundraising | $33,102 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,167 | TotalAmt |
| Program Services | $350,865 | ProgramServicesAmt |
| Management And General | $3,360 | ManagementAndGeneralAmt |
| Fundraising | $9,942 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,722,780 | TotalAmt |
| Program Services | $1,631,959 | ProgramServicesAmt |
| Management And General | $878,681 | ManagementAndGeneralAmt |
| Fundraising | $212,140 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,931 | TotalAmt |
| Program Services | $190,432 | ProgramServicesAmt |
| Management And General | $226,315 | ManagementAndGeneralAmt |
| Fundraising | $8,184 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,886,361 | TotalAmt |
| Program Services | $287,507 | ProgramServicesAmt |
| Management And General | $1,598,854 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,712,758 | TotalAmt |
| Program Services | $1,605,299 | ProgramServicesAmt |
| Management And General | $67,344 | ManagementAndGeneralAmt |
| Fundraising | $40,115 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $753,442 | TotalAmt |
| Program Services | $554,728 | ProgramServicesAmt |
| Management And General | $68,431 | ManagementAndGeneralAmt |
| Fundraising | $130,283 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,084,569 | TotalAmt |
| Program Services | $612,453 | ProgramServicesAmt |
| Management And General | $462,365 | ManagementAndGeneralAmt |
| Fundraising | $9,751 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,916,516 | TotalAmt |
| Program Services | $2,569,482 | ProgramServicesAmt |
| Management And General | $327,375 | ManagementAndGeneralAmt |
| Fundraising | $19,659 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $599,524 | TotalAmt |
| Program Services | $531,533 | ProgramServicesAmt |
| Management And General | $64,139 | ManagementAndGeneralAmt |
| Fundraising | $3,852 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT | $323,493 | $168,162 | $155,331 | |
| MEMBERSHIP DUES | $276,666 | $194,582 | $74,723 | $7,361 |
| MAINTENANCE | $246,459 | $21,644 | $224,815 | |
| UNRELATED BUS INC TAX | $10,000 | $10,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,711 | TotalAmt |
| Program Services | $122,077 | ProgramServicesAmt |
| Management And General | -$4,523 | ManagementAndGeneralAmt |
| Fundraising | $3,157 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,899,381 | TotalAmt |
| Program Services | $63,829,488 | ProgramServicesAmt |
| Management And General | $12,710,956 | ManagementAndGeneralAmt |
| Fundraising | $1,358,937 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,004 | BOYAmt |
| EOY | $28,417 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,732,554 | BOYAmt |
| EOY | $16,161,734 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,586,538 | BOYAmt |
| EOY | $738,541 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,854,428 | BOYAmt |
| EOY | $1,830,410 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,143,793 | BOYAmt |
| EOY | $1,193,175 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $110,816,020 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $55,691,059 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,762,401 | BOYAmt |
| EOY | $55,124,961 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,736,506 | BOYAmt |
| EOY | $43,882,177 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,530,615 | BOYAmt |
| EOY | $11,236,870 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,982,201 | BOYAmt |
| EOY | $3,067,413 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,347,040 | BOYAmt |
| EOY | $133,263,698 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,164,217 | BOYAmt |
| EOY | $9,259,846 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,567,417 | BOYAmt |
| EOY | $3,548,642 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,495,000 | BOYAmt |
| EOY | $26,365,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $563,333 | BOYAmt |
| EOY | $523,334 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,971,101 | BOYAmt |
| EOY | $3,754,482 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,761,068 | BOYAmt |
| EOY | $43,451,304 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,598,290 | BOYAmt |
| EOY | $42,492,160 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,400,624 | BOYAmt |
| EOY | $15,799,991 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,587,058 | BOYAmt |
| EOY | $31,520,243 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,585,972 | BOYAmt |
| EOY | $89,812,394 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,347,040 | BOYAmt |
| EOY | $133,263,698 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,446,215 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,407,805 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $372,402 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | 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 | $5,125,553 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,065,756 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,722,339 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,624,631 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,825,107 | CurrentTaxYearAmt |
| Total | $23,363,386 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,125,553 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,065,756 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,722,339 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,624,631 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,825,107 | CurrentTaxYearAmt |
| Total | $23,363,386 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,406,636 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,956,750 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $758,189 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $884,454 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,004,778 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $903,048 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,829,508 | CurrentTaxYearAmt |
| Total | $5,379,977 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,502 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,248 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,065 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,133 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,623 | CurrentTaxYearAmt |
| Total | $169,571 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $602,990 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,904 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,395 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,805 | CurrentTaxYearAmt |
| Total | $755,244 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,668,178 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $323,503,216 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74010 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | PERKINS FEES - 2009 AMOUNT: $ 85,849. 2010 AMOUNT: $ 41,904. 2011 AMOUNT: $ 38,150. 2012 AMOUNT: $ 37,395. 2013 AMOUNT: $ 34,805. OTHER - 2009 AMOUNT: $ 517,141. | 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,280,598 | BeginningYearBalanceAmt |
| Contributions | $933,185 | ContributionsAmt |
| Investment Earnings Or Losses | $6,784,711 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $285,422 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,746,964 | OtherExpendituresAmt |
| Administrative Expenses | $628,738 | AdministrativeExpensesAmt |
| End Year Balance | $55,337,370 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,633,774 | BeginningYearBalanceAmt |
| Contributions | $80,000 | ContributionsAmt |
| Investment Earnings Or Losses | $7,585,466 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $213,216 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,383,744 | OtherExpendituresAmt |
| Administrative Expenses | $421,682 | AdministrativeExpensesAmt |
| End Year Balance | $50,280,598 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,399,842 | BeginningYearBalanceAmt |
| Contributions | $91,845 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,117,787 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $209,061 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,221,279 | OtherExpendituresAmt |
| Administrative Expenses | $309,786 | AdministrativeExpensesAmt |
| End Year Balance | $45,633,774 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,864,683 | BeginningYearBalanceAmt |
| Contributions | $196,817 | ContributionsAmt |
| Investment Earnings Or Losses | $8,750,547 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $183,785 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,923,499 | OtherExpendituresAmt |
| Administrative Expenses | $304,921 | AdministrativeExpensesAmt |
| End Year Balance | $50,399,842 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,673,223 | BeginningYearBalanceAmt |
| Contributions | $543,322 | ContributionsAmt |
| Investment Earnings Or Losses | $4,953,854 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $208,536 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,877,725 | OtherExpendituresAmt |
| Administrative Expenses | $219,455 | AdministrativeExpensesAmt |
| End Year Balance | $43,864,683 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.24810 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.56960 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18230 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,387,953 | OtherCostOrOtherBasisAmt |
| Book Value | $5,387,953 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $77,674,028 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,609,691 | DepreciationAmt |
| Book Value | $40,064,337 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,601,523 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,654,093 | DepreciationAmt |
| Book Value | $6,947,430 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,432,811 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,738,455 | DepreciationAmt |
| Book Value | $694,356 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,719,705 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,688,820 | DepreciationAmt |
| Book Value | $2,030,885 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $55,124,961 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FUNDS HELD IN TRUST | $7,047 | F |
| INVESTMENT HEDGE FUND | $4,789,100 | F |
| INVESTMENT PARTNERSHIP UNITS | $6,440,723 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,236,870 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE STUDENT DEPOSITS | $889,199 |
| US GOVERNMENT REFUNDABLE ADVANCES | $2,865,283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,754,482 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $62,021,455 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,407,805 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,909,507 | OtherRevenueAmt |
| Revenue Not Reported | $6,317,312 | RevenueNotReportedAmt |
| Revenue Subtotal | $55,704,143 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $290,671 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $25,350,782 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $25,641,453 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $81,345,596 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $54,285,108 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,049,023 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,049,023 | ExpensesNotReportedAmt |
| Expenses Subtotal | $52,236,085 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $290,671 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $25,372,625 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $25,663,296 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $77,899,381 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INTENDED USE OF THE UNIVERSITY'S ENDOWMENT FUNDS IS TO SUPPORT THE INSTITUTION'S LONG TERM MISSION BY PROVIDING THE FINANCIAL STRENGTH NECESSARY TO CARRY OUT THE MISSION'S OPERATIONS. |
| PART X, LINE 2: | THE UNIVERSITY OF DALLAS AUDITED FINANCIAL STATEMENTS ARE PREPARED ON A CONSOLIDATED BASIS AND INCLUDE THE UNIVERSITY OF DALLAS AND UD PROPERTY MANAGEMENT CORPORATION. ACCORDINGLY, NOTE 1 TO THE FINANCIAL STATEMENTS AS REPRINTED BELOW INCLUDES REFERENCES TO BOTH ENTITIES. THE UNIVERSITY AND UDPMC ARE RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE UNIVERSITY AND UDPMC MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES ON ANY NET INCOME FROM UNRELATED BUSINESS ACTIVITIES. THE UNIVERSITY AND UDPMC FILE A FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) ANNUALLY AND UNRELATED BUSINESS INCOME TAX FORM 990-T, AS APPROPRIATE. MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS, WHICH INCLUDE SUCH MATTERS AS THE TAX EXEMPT STATUS OF EACH ENTITY AND VARIOUS POSITIONS RELATIVE TO POTENTIAL SOURCES OF UNRELATED BUSINESS INCOME TAX (UBIT). DURING 2013, THE UNIVERSITY PAID $6,000 TO THE INTERNAL REVENUE SERVICE TO SATISFY ESTIMATED UBIT DUE AS OF MAY 31, 2013. AS OF MAY 31, 2014, THE UNIVERSITY HAS AN ACCRUED LIABILITY OF $6,000 FOR UNRELATED BUSINESS INCOME TAXES. AS OF MAY 31, 2014 AND 2013, THERE WERE NO UNCERTAIN TAX BENEFITS THAT HAD NOT BEEN RECOGNIZED AS A LIABILITY. FORMS 990 AND 990-T FILED BY THE UNIVERSITY AND UDPMC ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE FISCAL YEARS ENDED MAY 31, 2010 AND PRIOR. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REVENUE OF SUBSIDIARY - UD PROPERTY MANAGEMENT 1,909,507. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -51,736. INSTITUTIONAL GRANTS AND SCHOLARSHIPS 25,503,125. BOOK TAX DIFFERENCE K-1 PARTNERSHIP INCOME 1,713. RENTAL EXPENSE NETTED AGAINST REVENUE -4,110. DIFFERENCE BETWEEN TOTAL INST GRANTS AND GRANTS TO INDIVIDUALS -130,500. ADJUSTMENT TO UNREALIZED LOSS ON INVESTMENT 32,290. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 51,736. BOND SWAP LOSS -406,407. CONSOLIDATING EXPENSES - UD PROPERTY MANAGEMENT 2,399,584. RENTAL EXPENSE NETTED AGAINST REVENUE 4,110. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INSTITUTIONAL GRANTS AND SCHOLARSHIPS 25,503,125. DIFFERENCE BETWEEN TOTAL INST GRANTS & GRANTS TO INDIVIDUALS -130,500. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY'S RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN ITS CATALOG AND OTHER PUBLICATIONS. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVED ASSISTANCE FOR STUDENT FINANCIAL AID FROM THE US DEPARTMENT OF EDUCATION IN THE FORM OF: SUBSIDIZED AND UNSUBSIDIZED STAFFORD LOANS, PARENTS AND GRADUATE PLUS LOANS, PERKINS LOANS, COLLEGE WORK STUDY, SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS (SEOG) AND PELL GRANTS. ADDITIONAL ASSISTANCE WAS RECEIVED FROM THE TEXAS HIGHER EDUCATION COORDINATING BOARD IN THE FORM OF TEXAS EQUALIZATION GRANTS AND PASS THROUGH LEAP AND SLEAP GRANTS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 1 | 18 | PROGRAM SERVICES | EXTENSION OF THE MAIN CAMPUS | $2,106,979 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $6,608,462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 18 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Subtotal Spent | $8,715,441 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $8,715,441 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1Amt |
| Gross Receipts Event1 | $196,517 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $176,217 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $20,300 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $9,946 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $29,038 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $12,752 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $196,517 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $176,217 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $20,300 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $9,946 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $29,038 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,752 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $51,736 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$31,436 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| LEAST AMONG US | |||||||
| 7413 SIX FORKS ROAD APT 410 | RALEIGH | NC | 27615 | 562223900 | 501(C)(3) | $6,017 | CHARITY WEEK DONATION TO FUND THE OPERATIONS OF LEAST AMONG US. |
| CATHOLIC PSYCHOTHERAPY ASSOCIATION | |||||||
| 901 E CARY STREET | RICHMOND | VA | 23219 | 263450480 | 501(C)(3) | $6,017 | CHARITY WEEK DONATION TO FUND THE OPERATIONS OF THE CATHOLIC PSYCHOTHERAPY ASSN. |
| LIVING WATER INTERNATIONAL | |||||||
| 1111 BAGBY STREET STE 1700 | HOUSTON | TX | 77002 | 760324875 | 501(C)(3) | $6,017 | CHARITY WEEK DONATION TO FUND THE OPERATIONS OF LIVING WATER INTERNATIONAL. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (11 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIP - BRANIFF GRADUATE STUDENTS | 168 | $954,777 |
| SCHOLARSHIP - GRADUATE SCHOOL OF MANAGEMENT | 43 | $63,889 |
| SCHOLARSHIP - TEG GRANTS | 385 | $1,330,291 |
| SCHOLARSHIP - UNDERGRADUATE | 2305 | $19,412,291 |
| SCHOLARSHIP - STIPENDS | 38 | $130,500 |
| SCHOLARSHIP - SCHOOL OF MINISTRY | 151 | $159,214 |
| SCHOLARSHIP - NATIONAL MERIT | 132 | $2,153,525 |
| SCHOLARSHIP - DEPARTMENT AWARDS | 171 | $384,646 |
| SCHOLARSHIP - COMPETITIVE EXAMS | 18 | $231,392 |
| SCHOLARSHIP - SEMINARIAN | 86 | $597,023 |
| SCHOLARSHIP - SEOG GRANTS | 75 | $85,577 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANT FUNDS ARE DETERMINED AND AWARDED BY THE OFFICE OF ENROLLMENT MANAGEMENT AND STUDENT FINANCIAL AID CONSISTENT WITH THE UNIVERSITY'S POLICIES AS WELL AS FEDERAL AND STATE GUIDELINES. GRANTEES MUST MAINTAIN PREDETERMINED ACADEMIC LEVELS IN ORDER TO QUALIFY FOR SUBSEQUENT GRANTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS W KEEFE | ||||||||||||||
| PRESIDENT | $302,774 | $0 | $0 | $0 | $14,400 | $0 | $15,300 | $0 | $22,484 | $0 | $354,958 | $0 | $0 | $0 |
| ROBERT GALECKE | ||||||||||||||
| EXEC VP - EXTERNAL AFFAIRS | $242,267 | $0 | $0 | $0 | $5,000 | $0 | $14,903 | $0 | $21,965 | $0 | $284,135 | $0 | $0 | $0 |
| JOHN PLOTTS | ||||||||||||||
| VP STUDENT ENROLL & STUDENT AFFAIRS | $216,910 | $0 | $0 | $0 | $0 | $0 | $13,326 | $0 | $22,484 | $0 | $252,720 | $0 | $0 | $0 |
| J WILLIAM BERRY | ||||||||||||||
| EXEC VICE PRESIDENT & PROVOST | $209,485 | $0 | $0 | $0 | $0 | $0 | $12,953 | $0 | $24,152 | $0 | $246,590 | $0 | $0 | $0 |
| BRIAN MURRAY | ||||||||||||||
| VP - CHIEF FINANCIAL OFFICER | $185,910 | $0 | $0 | $0 | $0 | $0 | $11,300 | $0 | $7,572 | $0 | $204,782 | $0 | $0 | $0 |
| ROBERT SCHERER | ||||||||||||||
| DEAN COLLEGE OF BUSINESS | $213,478 | $0 | $0 | $0 | $0 | $0 | $12,986 | $0 | $8,272 | $0 | $234,736 | $0 | $0 | $0 |
| CHARLES EAKER | ||||||||||||||
| DEAN CONSTANTIN COL OF LIBERAL ARTS | $144,432 | $0 | $0 | $0 | $0 | $0 | $8,846 | $0 | $8,449 | $0 | $161,727 | $0 | $0 | $0 |
| PETER J HATLIE | ||||||||||||||
| VP / DEAN ROME CAMPUS | $126,927 | $0 | $0 | $0 | $6,833 | $0 | $7,742 | $0 | $17,031 | $0 | $158,533 | $0 | $0 | $0 |
| JAMES WHITTINGTON | ||||||||||||||
| ACADEMIC PROGRAM DIRECTOR & PROFESSO | $140,222 | $0 | $0 | $0 | $0 | $0 | $8,051 | $0 | $21,964 | $0 | $170,237 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE UNIVERSITY, AS PART OF ITS EXECUTIVE COMPENSATION PROCESS HAS AGREED TO PAY CERTAIN COSTS SUCH AS HOUSING, AUTOMOBILE AND SOCIAL CLUB DUES AND INCLUDES THESE PAYMENTS IN THE EXECUTIVE'S COMPENSATION, AS TAXABLE INCOME. THE INDIVIDUALS AUTHORIZED TO RECEIVE SUCH PAYMENTS ARE ISOLATED TO SENIOR OFFICERS SUCH AS THE PRESIDENT, PROVOST AND THE EXECUTIVE VICE PRESIDENT. THE UNIVERSITY OWNS A RESIDENCE WHICH IS USED FOR SCHEDULED UNIVERSITY EVENTS, FUNDRAISING ACTIVITIES AND OTHER KEY MEETINGS INVOLVING UNIVERSITY OFFICIALS, TRUSTEES AND GUESTS. AS A CONVENIENCE TO THE UNIVERSITY, THE PRESIDENT LIVES ON THE SECOND FLOOR OF THE RESIDENCE AND PAYS THE UNIVERSITY RENT BASED ON THE FAIR MARKET VALUE OF THE RENTAL SPACE DISCOUNTED FOR THE SCHEDULED UNIVERSITY USAGE. |
| PART I, LINE 3 | THE HUMAN RESOURCES DEPARTMENT OF THE UNIVERSITY COLLECTS WAGE AND BENEFIT INFORMATION OF UNIVERSITIES OF SIMILAR SIZE AND STATURE FOR ALL SENIOR OFFICER POSITIONS BASED ON THE INFORMATION IN THE SURVEYED SCHOOLS' FORM 990. THE UNIVERSITY ALSO COLLECTS ANNUAL WAGE AND COMPENSATION INFORMATION FROM THE ANNUAL COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION (CUPA) SURVEY FOR USE IN SALARY DETERMINATIONS. BASED ON THESE SURVEYS, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES APPROVES CHANGES TO THE SALARIES OF DEANS AND ABOVE. RECOMMENDED CHANGES MADE BY THE EXECUTIVE COMMITTEE TO THE PRESIDENT'S SALARY ARE REVIEWED BY THE FULL BOARD OF TRUSTEES. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | CUSIPCUSIPNum |
|---|---|---|---|---|---|---|---|---|
| MARSHAL HIGHER EDUCATION FINANCING | ||||||||
| A | 722693822 | 2005-12-21 | $7,245,000 | REFUND 1997 SERIES HIGHER EDUCATION BONDS | 0 | 0 | 0 | |
| METROPOLITAN HIGHER EDUCATION AUTHORITY INC | ||||||||
| B | 752714188 | 2008-08-14 | $16,000,000 | CONSTRUCT AND EQUIP NEW DORMITORY | 0 | 0 | 0 | 592143AY7 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $4,690,000 | $7,245,000 | $131,834 | $7,113,166 | 2005 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $1,290,000 | $16,000,000 | $270,825 | $15,729,175 | 2010 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | Yes (1) | 0 | 0 |
| B | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | |||
| JP MORGAN CHASE | ||||||||||||
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | 13.920000000000 | Yes (1) | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: MARSHAL HIGHER EDUCATION FINANCING DATE THE REBATE COMPUTATION WAS PERFORMED: 12/21/2005 ISSUER NAME: METROPOLITAN HIGHER EDUCATION AUTHORITY INC DATE THE REBATE COMPUTATION WAS PERFORMED: 08/14/2013 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MICHAEL HASSON AND KEVIN HASSON HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION MADE THE FOLLOWING SIGNIFICANT CHANGES TO THE BY-LAWS DURING THE FISCAL YEAR: - THE UNIVERSITY AFFAIRS COMMITTEE WAS SPLIT INTO TWO SEPARATE COMMITTEES, THE (1) ACADEMIC AFFAIRS COMMITTEE AND THE (2) ENROLLMENT MANAGEMENT AND STUDENT AFFAIRS COMMITTEE. - THE ACADEMIC AFFAIRS COMMITTEE IS A COMMITTEE TASKED WITH MONITORING THE CURRICULUM IN THE VARIOUS DEGREE PROGRAMS, STUDENT RETENTION, CAREER SERVICES, AND ACADEMIC SUCCESS INITIATIVES. - THE ENROLLMENT MANAGEMENT AND STUDENT AFFAIRS COMMITTEE IS A COMMITTEE TASKED WITH MONITORING THE DEVELOPMENT OF STUDENT RECRUITING, ADMISSSIONS, FINANCIAL AID, RETENTION POLICIES, AND ATHLETIC AND ACADEMIC SUCCESS INITIATIVES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCIAL INFORMATION AND SUPPORTING DOCUMENTATION FOR FORM 990 IS PROVIDED TO THE UNIVERSITY'S TAX ACCOUNTANTS FOR REVIEW AND PREPARATION OF FORM 990. A DRAFT OF THE 990 IS REVIEWED BY MANAGEMENT STAFF AND THE EXECUTIVE VICE PRESIDENT AND IS THEN SUBMITTED TO THE AUDIT COMMITTEE FOR THEIR REVIEW. FOLLOWING THE AUDIT COMMITTEE REVIEW, THE FORM 990 IS ELECTRONICALLY SUBMITTED TO EACH MEMBER OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE UNIVERSITY OBTAINS DOCUMENTATION ON AN ANNUAL BASIS REGARDING POSSIBLE CONFLICTS OF INTEREST FROM EACH TRUSTEE AND OFFICER. TO THE EXTENT A TRUSTEE HAS A CONFLICT, THAT INDIVIDUAL IS NOT ALLOWED TO VOTE ON ANY ISSUE REGARDING THE ITEM IN CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HUMAN RESOURCES DEPARTMENT OF THE UNIVERSITY COLLECTS WAGE AND BENEFIT INFORMATION OF UNIVERSITIES OF SIMILAR SIZE AND STATURE FOR ALL SENIOR OFFICER POSITIONS BASED ON THE INFORMATION IN THE SURVEYED SCHOOLS' FORM 990. THE UNIVERSITY ALSO COLLECTS ANNUAL WAGE AND COMPENSATION INFORMATION FROM THE ANNUAL COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION (CUPA) SURVEY FOR USE IN SALARY DETERMINATIONS. BASED ON THESE SURVEYS, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES APPROVES CHANGES TO THE SALARIES OF DEANS AND ABOVE. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES APPROVES CHANGES TO THE SALARIES OF THE PRESIDENT AND EXECUTIVES WHOSE POSITION IS THAT OF A DEAN OR ABOVE AND USES THE SURVEY INFORMATION IN ITS DELIBERATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY DOES NOT MAKE AVAILABLE TO THE PUBLIC ITS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY OR ITS GOVERNING DOCUMENTS. |
| FORM 990, PART XI, LINE 9: | INTEREST SWAP MARK TO MARKET 406,407. BOOK TAX DIFFERENCE ON K-1 PARTNERSHIP INCOME -1,713. ADJUSTMENT TO UNREALIZED GAIN ON INVESTMENT -32,292. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UD PROPERTY MANAGEMENT CORPORATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1845 E NORTHGATE DR | AddressLine1 |
| City | IRVING | City |
| State | TX | State |
| ZIP Code | 75062 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752563041 | EIN |
| Primary Activities | MANAGE STUDENT APARTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF DALLAS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UD PROPERTY MANAGEMENT CORPORATION | ||
| Q | $106,560 | SEE PART VII |
| UD PROPERTY MANAGEMENT CORPORATION | ||
| S | $500,000 | CASH TRANSFER |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PAYMENTS MADE BY UD PROPERTY MANAGEMENT TO REIMBURSE THE UNIVERSITY FOR PROPERTY INSURANCE AND PROPERTY TAXES PAID BY THE UNIVERSITY ON BEHALF OF UD PROPERTY MANAGEMENT. | ExplanationTxt |