SOUTHERN METHODIST UNIVERSITY: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: SOUTHERN METHODIST UNIVERSITY (EIN 75-0800689)
Tax period: 2012-06-01 to 2013-05-31
Filed: 2014-04-11
IRS object ID: 201401019349301300
Schema version: 2012v2.3
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-04-11T21:12:25-05:00	Timestamp
Tax Period End Date	2013-05-31	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2012-06-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	750800689	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHERN METHODIST UNIVERSITY	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	SOUT	NameControl
Phone	2147682800	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 750261	AddressLine1
City	DALLAS	City
State	TX	State
ZIP Code	752750261	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	CHRISTINE REGIS	Name
Title	VP FOR BUSINESS AND FINANCE	Title
Phone	2147682800	Phone
Date Signed	2014-04-11	DateSigned
Authorize Third Party	false	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Date Prepared	2014-04-11	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	R GERALD TURNER	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	PO BOX 750261	AddressLine1
City	DALLAS	City
State	TX	State
ZIP Code	752750261	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	1069999153	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.SMU.EDU	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1911	YearFormation
State Legal Domicile	TX	StateLegalDomicile
Activity Or Mission Description	THE PRIMARY MISSION OF THE UNIVERSITY IS EDUCATION THROUGH RESEARCH AND TEACHING BY CREATING AND IMPARTING KNOWLEDGE THAT WILL SHAPE CITIZENS WHO CONTRIBUTE TO THEIR COMMUNITIES AND LEAD PROFESSIONS IN A GLOBAL SOCIETY.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	42	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	40	NbrIndependentVotingMembers
Total Nbr Employees	6521	TotalNbrEmployees
Total Nbr Volunteers	1555	TotalNbrVolunteers
Total Gross UBI	-3479470	TotalGrossUBI
Net Unrelated Business Txbl Income	-3586785	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	97650318	ContributionsGrantsPriorYear
Contributions Grants Current Year	109488300	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	461376234	ProgramServiceRevenuePriorYear
Program Service Revenue CY	483384122	ProgramServiceRevenueCY
Investment Income Prior Year	68178322	InvestmentIncomePriorYear
Investment Income Current Year	72824929	InvestmentIncomeCurrentYear
Other Revenue Prior Year	4809015	OtherRevenuePriorYear
Other Revenue Current Year	3500224	OtherRevenueCurrentYear
Total Revenue Prior Year	632013889	TotalRevenuePriorYear
Total Revenue Current Year	669197575	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	133107892	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	142508490	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	268074911	SalariesEtcPriorYear
Salaries Etc Current Year	267901555	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	12600	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	389823	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	18545265	TotalFundrsngExpCurrentYear
Other Expense Prior Year	172569712	OtherExpensePriorYear
Other Expenses Current Year	178893807	OtherExpensesCurrentYear
Total Expenses Prior Year	573765115	TotalExpensesPriorYear
Total Expenses Current Year	589693675	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	58248774	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	79503900	RevenuesLessExpensesCY
Total Assets BOY	2218766463	TotalAssetsBOY
Total Assets EOY	2494524378	TotalAssetsEOY
Total Liabilities BOY	618920450	TotalLiabilitiesBOY
Total Liabilities EOY	779680315	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	1599846013	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	1714844063	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	THE PRIMARY MISSION OF THE UNIVERSITY IS EDUCATION THROUGH RESEARCH AND TEACHING BY CREATING AND IMPARTING KNOWLEDGE THAT WILL SHAPE CITIZENS WHO CONTRIBUTE TO THEIR COMMUNITIES AND LEAD PROFESSIONS IN A GLOBAL SOCIETY.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	377665924	Expense
Grants	126306771	Grants
Revenue	395579714	Revenue
Description	INSTRUCTIONAL: INSTRUCTIONAL PROGRAMS INCLUDE ACADEMIC INSTRUCTION AND SERVICES FOR UNDERGRADUATE AND GRADUATE STUDENTS INCLUDING FINANCIAL AID IN THE FORM OF SCHOLARSHIPS AND FELLOWSHIPS. STUDENT ENROLLMENT FOR FALL SEMESTER 2012 WAS 10,893 AND SPRING SEMESTER 2013 WAS 10,541.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	100472400	Expense
Grants	16201719	Grants
Revenue	47798290	Revenue
Description	AUXILIARY ACTIVITIES: THIS CATEGORY INCLUDES ATHLETIC EXPENDITURES AND SERVICES THAT SUPPORT EDUCATIONAL ACTIVITIES. SERVICES INCLUDE BOOKSTORE, STUDENT HOUSING, VENDING AND FOOD ADMINISTRATION AND INDEPENDENT OPERATIONS.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	34673626	Expense
Revenue	26743937	Revenue
Description	SPONSORED RESEARCH: SPONSORED RESEARCH INCLUDES EXPENDITURES FOR ALL ACTIVITIES THAT ARE PART OF THE UNIVERSITY'S RESEARCH PROGRAM, INCLUDING ACTIVITIES SPECIFICALLY ORGANIZED TO PRODUCE RESEARCH OUTCOMES, WHETHER COMMISSIONED BY AN AGENCY EXTERNAL TO THE INSTITUTION OR SEPARATELY BUDGETED BY AN ORGANIZATIONAL UNIT WITHIN THE INSTITUTION.	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	14401061	Expense
Revenue	10262181	Revenue
Description	ORGANIZED ACTIVITIES: ORGANIZED ACTIVITIES MAKE AVAILABLE TO THE PUBLIC VARIOUS RESOURCES THAT EXIST WITHIN THE UNIVERSITY SUCH AS SEMINARS, CONFERENCES AND CAMPS.	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	14401061	TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev	10262181	TotalOfOtherProgramServiceRev
Total Program Service Expense	527213011	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	true	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	true	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	true	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	true	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	true	ConsolidatedAuditFinancialStmt
School	true	School
Foreign Office	true	ForeignOffice
Foreign Activities	true	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	true	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	true	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	true	TaxExemptBonds
Invest Tax Exempt Bonds	true	InvestTaxExemptBonds
Escrow Account	true	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	true	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	true	DeductibleNonCashContributions
Deductible Contributions Of Art	true	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	true	RelatedOrgControlledEntity
Transaction Related Entity	true	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Info In Schedule O Part V	X	InfoInScheduleOPartV
Number Forms Transmitted With1096	1608	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	6521	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	true	ForeignFinancialAccount
Name Of Foreign Country	UK	NameOfForeignCountry
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	true	QuidProQuoContributions
Quid Pro Quo Disclosure	true	QuidProQuoDisclosure
Form8282 Property Disposed Of	true	Form8282PropertyDisposedOf
Number Of8282 Filed	2	NumberOf8282Filed
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	42	NbrVotingGoverningBodyMembers
Number Independent Voting Members	40	NumberIndependentVotingMembers
Family Or Business Relationship	true	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	true	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	CONTROLLER'S OFFICE	NamePerson
Telephone Number	2147682011	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	6116 N CENTRAL EXPRESSWAY STE 202	AddressLine1
City	DALLAS	City
State	TX	State
ZIP Code	752750261	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (59 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Average Hours Per Week RelatedAverageHoursPerWeekRelated	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
R GERALD TURNER
PRESIDENT/TR	36.50	1.00	X	X	678453	0	410709
STEVEN EDWARDS
PROFESSOR/TR	37.50		X		133161	0	35788
RUTH S ALTSHULER
TRUSTEE	1.00		X		0	0	0
WILLIAM ARMSTRONG
TRUSTEE	1.00		X		0	0	0
MICHAEL M BOONE
TRUSTEE	1.00		X		0	0	0
BRADLEY BROOKSHIRE
TRUSTEE	1.00		X		0	0	0
LAURA WELCH BUSH
TRUSTEE	1.00		X		0	0	0
RITCHIE L BUTLER
TRUSTEE	1.00		X		0	0	0
JEANNE TOWER COX
TRUSTEE	1.00		X		0	0	0
KELLY H COMPTON
TRUSTEE	1.00		X		0	0	0
MARK CRAIG
TRUSTEE	1.00		X		0	0	0
GARY T CRUM
TRUSTEE	1.00		X		0	0	0
KATHERINE CROW
TRUSTEE	1.00		X		0	0	0
ROBERT H DEDMAN JR
TRUSTEE	1.00		X		0	0	0
JAMES E DORFF
TRUSTEE	1.00		X		0	0	0
ANTOINE LV DIJKSTRA
TRUSTEE	1.00		X		0	0	0
LARRY FAULKNER
TRUSTEE	1.00		X		0	0	0
GERALD J FORD
TRUSTEE	1.00		X		0	0	0
ANTONIO O GARZA JR
TRUSTEE	1.00		X		0	0	0
JAMES R GIBBS
TRUSTEE	1.00		X		0	0	0
FREDERICK B HEGI JR
TRUSTEE	1.00		X		0	0	0
CLARK K HUNT
TRUSTEE	1.00		X		0	0	0
RAY L HUNT
TRUSTEE	1.00		X		0	0	0
MRS GENE C JONES
TRUSTEE	1.00		X		0	0	0
SCOTT JONES
TRUSTEE	1.00		X		0	0	0
FREDRICK LEACH
TRUSTEE	1.00		X		0	0	0
PAUL B LOYD JR
TRUSTEE	1.00		X		0	0	0
BOBBY B LYLE
TRUSTEE	1.00		X		0	0	0
MICHAEL MCKEE
TRUSTEE	1.00		X		0	0	0
DAVID B MILLER
TRUSTEE	1.00	1.00	X		0	0	0
SHERON PATTERSON
TRUSTEE	1.00		X		0	0	0
SARAH PEROT
TRUSTEE	1.00		X		0	0	0
JEANNE L PHILLIPS
TRUSTEE	1.00		X		0	0	0
CAREN H PROTHRO
TRUSTEE	1.00		X		0	0	0
CARL SEWELL
TRUSTEE	1.00		X		0	0	0
SCOTT MCLEAN
TRUSTEE	1.00		X		0	0	0
RICHARD K TEMPLETON
TRUSTEE	1.00		X		0	0	0
JOHN OAKES
TRUSTEE	1.00		X		0	0	0
WILLIAM VANDERSTRAATEN
TRUSTEE	1.00		X		0	0	0
ROYCE E WILSON SR
TRUSTEE	1.00		X		0	0	0
CONNIE O'NEILL
TRUSTEE	1.00		X		0	0	0
RICHARD WARE
TRUSTEE	1.00		X		0	0	0
PAUL W LUDDEN
PROVOST/VP A	36.50	1.00		X	521474	0	38277
MICHAEL A CONDON
UNIVERSITY T	36.50	1.00		X	445568	0	82235
CHRISTINE REGIS
VP BUSINESS	29.50	8.00		X	440765	0	41345
BRAD E CHEVES
VP DEVELOPME	31.50	6.00		X	400276	0	41135
LORI S WHITE
VP STUDENT A	36.50	1.00		X	348027	0	39694
PAUL WARD
VP LEGAL AFF	29.50	8.00		X	333668	0	63867
THOMAS E BARRY
VP EXECUTIVE	34.50	3.00		X	278998	0	41067
MARY ANNE ROGERS
ASSOC UNIV S	31.50	6.00		X	92485	0	19218
ALBERT NIEMI JR
DEAN	37.50				542791	0	45223	X
WILLIAM TSUTSUI
DEAN	37.50				256898	0	34068	X
JUNE JONES
FOOTBALL COA	37.50				2008568	0	41150		X
LARRY BROWN
BASKETBALL C	37.50				1535239	0	376655		X
MATTHEW DOHERTY
BASKETBALL C	37.50				625358	0	31268		X
STEVEN ORSINI
DIRECTOR OF	37.50				565868	0	36017		X
MIGUEL QUINONES
PROFESSOR	37.50				464159	0	42365		X
PETER MOORE
FORMER INTER	37.50				193475	0	89619			X
THOMAS TUNKS
FORMER INTER	37.50				158017	0	23957			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	10023248	TotalReportableCompFromOrg
Total Other Compensation	1533657	TotalOtherCompensation
Number Individuals GT100 K	462	NumberIndividualsGT100K
Formers Listed	true	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
HC BECK
1807 ROSS AVENUE STE 500	DALLAS	TX	75201	CONSTRUCTION	49223567
ARAMARK
24818 NETWORK PLACE	CHICAGO	IL	60673	FACILITY&DINING	39948895
ROGERS O'BRIEN CONSTRUCTION COMPANY
1901 REGAL ROW	DALLAS	TX	75235	CONSTRUCTION	8620024
THE RICHARDS GROUP
8750 N CENTRAL EXPRESSWAY STE 1200	DALLAS	TX	75231	ADVERTISING	3131454
THREESIXTY ARCHITECTURE INC
200 WEST 22ND STREET	KANSAS CITY	MO	641081938	ARCHITECT	2509933

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	130	NumberOfContractorsGT100K
Fundraising Events	2231361	FundraisingEvents
Government Grants	14173	GovernmentGrants
All Other Contributions	107242766	AllOtherContributions
Noncash Contributions	3593960	NoncashContributions
Total Contributions	109488300	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	ExclusionExclusionAmount
TUITION AND FEES	611710	383308211	383308211
AUXILIARY ACTIVITIES	611710	46636809	35018245	$11,618,564
SPONSORED RESEARCH	611710	26591152	26591152
OTHER STUDENT FEES	611710	12129662	12129662
ORGANIZED ACTIVITIES	611710	7763671	7763671

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	6954617	TotalRevenueColumn
Related Or Exempt Function Income	6940640	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	13977	UnrelatedBusinessRevenue

Field	Value	IRS element (for citing)
Total Program Service Revenue	483384122	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	24077801	TotalRevenueColumn
Unrelated Business Revenue	-4467697	UnrelatedBusinessRevenue
Exclusion	$28,545,498	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	1831959	TotalRevenueColumn
Exclusion	$1,831,959	ExclusionAmount

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	4316825	TotalRevenueColumn
Exclusion	$4,316,825	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	111614	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	97945	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	13669	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	13669	TotalRevenueColumn
Exclusion	$13,669	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	431994853	Securities
Other	13073060	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	378697280	Securities
Other	19455464	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	53297573	Securities
Other	-6382404	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	46915169	TotalRevenueColumn
Unrelated Business Revenue	974250	UnrelatedBusinessRevenue
Exclusion	$45,940,919	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	1720619	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	2231361	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	2550889	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	-830270	TotalRevenueColumn

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	669197575	TotalRevenueColumn
Related Or Exempt Function Income	471751581	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	-3479470	UnrelatedBusinessRevenue
Exclusion	$92,267,434	ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	142508490	Total
Program Services	142508490	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	5246617	Total
Program Services	1109102	ProgramServices
Management And General	3632502	ManagementAndGeneral
Fundraising	505013	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	435519	Total
Program Services	435519	ProgramServices

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	211089104	Total
Program Services	187870044	ProgramServices
Management And General	14185123	ManagementAndGeneral
Fundraising	9033937	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	15267483	Total
Program Services	13149777	ProgramServices
Management And General	1359412	ManagementAndGeneral
Fundraising	758294	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	22713820	Total
Program Services	19563255	ProgramServices
Management And General	2022431	ManagementAndGeneral
Fundraising	1128134	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	13149012	Total
Program Services	11325152	ProgramServices
Management And General	1170784	ManagementAndGeneral
Fundraising	653076	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	2066856	Total
Program Services	571540	ProgramServices
Management And General	1495316	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	360460	Total
Management And General	360460	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	212587	Total
Management And General	212587	ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	389823	Total
Fundraising	389823	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	9746346	Total
Management And General	9746346	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	26065231	Total
Program Services	23280797	ProgramServices
Management And General	1115667	ManagementAndGeneral
Fundraising	1668767	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	4751261	Total
Program Services	4008394	ProgramServices
Management And General	602763	ManagementAndGeneral
Fundraising	140104	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	17555670	Total
Program Services	15000489	ProgramServices
Management And General	846336	ManagementAndGeneral
Fundraising	1708845	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	8485523	Total
Program Services	8112600	ProgramServices
Management And General	314619	ManagementAndGeneral
Fundraising	58304	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	9418	Total
Program Services	9418	ProgramServices

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	23899671	Total
Program Services	22899727	ProgramServices
Management And General	812691	ManagementAndGeneral
Fundraising	187253	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	12556283	Total
Program Services	11968678	ProgramServices
Management And General	255099	ManagementAndGeneral
Fundraising	332506	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	1174290	Total
Program Services	975011	ProgramServices
Management And General	181730	ManagementAndGeneral
Fundraising	17549	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	13196820	Total
Program Services	13196820	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	26832348	Total
Program Services	23550428	ProgramServices
Management And General	2910929	ManagementAndGeneral
Fundraising	370991	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	2687670	Total
Program Services	2658419	ProgramServices
Management And General	21105	ManagementAndGeneral
Fundraising	8146	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
ALL OTHER EXPENSES	14574685	12639132	652061	1283492
BOOKS AND PERIODICALS	7254407	7124153	61397	68857
PUBLIC RELATIONS	4882014	2838550	1863683	179781
PROPERTY COSTS	2582267	2417516	112358	52393

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	589693675	Total
Program Services	527213011	ProgramServices
Management And General	43935399	ManagementAndGeneral
Fundraising	18545265	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	7355334	BOY
EOY	15472814	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	201759830	BOY
EOY	354380065	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	90785563	BOY
EOY	113732016	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	133725676	BOY
EOY	128527193	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	8825590	BOY
EOY	7944416	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	419083	BOY
EOY	433907	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	5398714	BOY
EOY	7740022	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	1082966771	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	340115033	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	634617840	BOY
EOY	742851738	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	450119958	BOY
EOY	447901891	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	681675444	BOY
EOY	669993752	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	4083431	BOY
EOY	5546564	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	2218766463	BOY
EOY	2494524378	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	123043360	BOY
EOY	140217526	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	23806611	BOY
EOY	25336816	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	466960000	BOY
EOY	519531000	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	777000	BOY
EOY	352000	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	4333479	BOY
EOY	94242973	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	618920450	BOY
EOY	779680315	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	542952013	BOY
EOY	538247063	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	520780000	BOY
EOY	612235000	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	536114000	BOY
EOY	564362000	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1599846013	BOY
EOY	1714844063	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	2218766463	BOY
EOY	2494524378	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	79503900	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	35494150	ReconciliationUnrealizedInvest
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Consolidated	X	FinancialStatementConsolidated

Field	Value	IRS element (for citing)
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	true	FederalGrantAuditRequired
Federal Grant Audit Performed	true	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School170b1 Aii	X	School170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbying

Field	Value	IRS element (for citing)
Filing Organizations Totals	212587	FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	212587	FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	589481088	FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	589693675	FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

Field	Value	IRS element (for citing)
Filing Organizations Totals	1000000	FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

Field	Value	IRS element (for citing)
Filing Organizations Totals	250000	FilingOrganizationsTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

Field	Value	IRS element (for citing)
Current Year Minus3	1000000	CurrentYearMinus3
Current Year Minus2	1000000	CurrentYearMinus2
Current Year Minus1	1000000	CurrentYearMinus1
Current Year	1000000	CurrentYear
Total	4000000	Total

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

Field	Value	IRS element (for citing)
Current Year Minus3	247612	CurrentYearMinus3
Current Year Minus2	243796	CurrentYearMinus2
Current Year Minus1	246570	CurrentYearMinus1
Current Year	212587	CurrentYear
Total	950565	Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

Field	Value	IRS element (for citing)
Current Year Minus3	250000	CurrentYearMinus3
Current Year Minus2	250000	CurrentYearMinus2
Current Year Minus1	250000	CurrentYearMinus1
Current Year	250000	CurrentYear
Total	1000000	Total

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmount

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Number Funds Held	2	NumberFundsHeld
Grants Funds And Other Accounts	1593192	GrantsFundsAndOtherAccounts
Aggregate Fund Value	31740955	AggregateFundValue
Disclosed Orgs Legal Control	true	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	true	DisclosedForCharitablePurposes

Art Public Exhibition Amts ArtPublicExhibitionAmts

Field	Value	IRS element (for citing)
Revenues Included	749219	RevenuesIncluded
Assets In Part X	40034952	AssetsInPartX

Field	Value	IRS element (for citing)
Collect Used For Public Exhibition	X	CollectUsedForPublicExhibition
Collect Used For Scholar Research	X	CollectUsedForScholarResearch
Collect Used For Preservation	X	CollectUsedForPreservation
Collect Used For Loan Or Exch Prgrms	X	CollectUsedForLoanOrExchPrgrms

Collection Used For Other CollectionUsedForOther

Field	Value	IRS element (for citing)
Collection Used For Other Purposes	X	CollectionUsedForOtherPurposes
Description Of Other Purposes	EDUCATIONAL PROGRAMMING	DescriptionOfOtherPurposes

Field	Value	IRS element (for citing)
Solicited Assets For Sale	false	SolicitedAssetsForSale

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1162415320	BeginningOfYearBalance
Contributions	39537725	Contributions
Investment Earnings Or Losses	139862273	InvestmentEarningsOrLosses
Grants Or Scholarships	13434524	GrantsOrScholarships
Other Expenditures	41913259	OtherExpenditures
Administrative Expenses	18388887	AdministrativeExpenses
End Of Year Balance	1268078648	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1190709490	BeginningOfYearBalance
Contributions	15898059	Contributions
Investment Earnings Or Losses	29097056	InvestmentEarningsOrLosses
Grants Or Scholarships	12806476	GrantsOrScholarships
Other Expenditures	42410350	OtherExpenditures
Administrative Expenses	18072459	AdministrativeExpenses
End Of Year Balance	1162415320	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1069398696	BeginningOfYearBalance
Contributions	16869666	Contributions
Investment Earnings Or Losses	180581957	InvestmentEarningsOrLosses
Grants Or Scholarships	13378718	GrantsOrScholarships
Other Expenditures	42903543	OtherExpenditures
Administrative Expenses	19858567	AdministrativeExpenses
End Of Year Balance	1190709491	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1032262197	BeginningOfYearBalance
Contributions	26874362	Contributions
Investment Earnings Or Losses	74857407	InvestmentEarningsOrLosses
Grants Or Scholarships	13375323	GrantsOrScholarships
Other Expenditures	44100799	OtherExpenditures
Administrative Expenses	7119148	AdministrativeExpenses
End Of Year Balance	1069398696	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1401274328	BeginningOfYearBalance
Contributions	25069217	Contributions
Investment Earnings Or Losses	-332783497	InvestmentEarningsOrLosses
Grants Or Scholarships	12844512	GrantsOrScholarships
Other Expenditures	44628154	OtherExpenditures
Administrative Expenses	3825185	AdministrativeExpenses
End Of Year Balance	1032262197	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.06570	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.49050	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.44380	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	104288452	OtherCostOrOtherBasis
Book Value	104288452	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	784745665	OtherCostOrOtherBasis
Depreciation	253234128	Depreciation
Book Value	531511537	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	123384466	OtherCostOrOtherBasis
Depreciation	61814952	Depreciation
Book Value	61569514	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	70548188	OtherCostOrOtherBasis
Depreciation	25065953	Depreciation
Book Value	45482235	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	742851738	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (11 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
PRIVATE EQUITY FUNDS	200696981	C
ABSOLUTE RETURN FUNDS	180707723	C
PARTNERSHIP INVESTMENTS - REAL EST	95835041	C
EQUITY FUNDS WITHOUT DAILY LIQUIDITY	92801715	C
VENTURE CAPITAL	40399186	C
EQUITY METHOD INVESTMENTS	27417065	F
FUNDS HELD IN TRUST BY OTHERS	19794611	F
PARTNERSHIP INVESTMENTS - TIMBER	11803598	C
FIXED INCOME FUNDS WITHOUT DAILY LIQ	537641	C
MINERAL RIGHTS	183	C
OTHER INVESTMENTS	8	C

Field	Value	IRS element (for citing)
Total Of Book Value Securities	669993752	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescription	AmountAmount
TAXABLE BONDS PAYABLE	$90,090,000
US GOVERNMENT STUDENT LOAN ADVANCES	$2,899,000
DEPOSITS	$1,253,973

Field	Value	IRS element (for citing)
Total Of Amounts	94242973	TotalOfAmounts
Footnote In Part XIII	X	FootnoteInPartXIII

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
COLLECTIONS AND RELATION TO EXEMPT PURPOSE	SCHEDULE D, PAGE 2, PART III, LINE 4	THE MEADOWS MUSEUM AT SOUTHERN METHODIST UNIVERSITY HOUSES ONE OF THE LARGEST AND MOST COMPREHENSIVE COLLECTIONS OF SPANISH ART OUTSIDE OF SPAIN. WITH WORKS DATING FROM THE 10TH TO THE 21ST CENTURY, THE INTERNATIONALLY RENOWNED COLLECTION PRESENTS A BROAD SPECTRUM OF ART COVERING A THOUSAND YEARS OF SPANISH HERITAGE. THE MUSEUM IS A RESOURCE OF SOUTHERN METHODIST UNIVERSITY THAT SERVES A BROAD AND INTERNATIONAL AUDIENCE AS WELL AS THE UNIVERSITY COMMUNITY THROUGH MEANINGFUL EXHIBITIONS, PUBLICATIONS, WORKSHOPS AND OTHER EDUCATIONAL PROGRAMS AND ENCOURAGES PUBLIC PARTICIPATION THROUGH A BROAD-BASED MEMBERSHIP.
INTENDED USES FOR ENDOWMENT FUNDS	SCHEDULE D, PAGE 2, PART V, LINE 4	INTENDED USES OF ENDOWMENT FUNDS INCLUDE EDUCATION PROGRAM SUPPORT, CHAIRS AND FACULTY SUPPORT, SCHOLARSHIPS AND OTHER STUDENT AID, LIBRARY AND BOOKS, AND MAINTENANCE.
LIABILITY UNDER FIN 48 FOOTNOTE	SCHEDULE D, PAGE 3, PART X	THE UNIVERSITY COMPLIES WITH THE REQUIREMENTS OF ASC 740, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT REQUIREMENTS FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IN ADDITION, ASC 740 PROVIDES GUIDANCE ON RECOGNITION, CLASSIFICATION, AND ACCOUNTING IN INTERIM PERIODS AND DISCLOSURE REQUIREMENTS FOR UNCERTAIN TAX POSITIONS. THE UNIVERSITY AND ITS CONTROLLED CORPORATIONS DO NOT HAVE ANY UNCERTAIN TAX POSITIONS AND THEREFORE HAVE RECORDED NO LIABILITY OR BENEFIT FOR SUCH POSITIONS FOR THE YEARS ENDED MAY 31, 2013 AND 2012.
SUPPLEMENTAL FINANCIAL INFORMATION	SCHEDULE D, PAGE 4, PART XIII	PART V: THE ENDOWMENT MARKET VALUES REPORTED IN THIS SECTION DO NOT INCLUDE PLEDGES RECEIVABLE WHICH ARE INCLUDED FOR FINANCIAL STATEMENT PURPOSES IN COMPLIANCE WITH SFAS NO. 116. PLEDGES DO NOT GENERATE INCOME FOR SPENDING AND NORMALLY ARE NOT INCLUDED WHEN THE UNIVERSITY REPORTS ENDOWMENT FUND MARKET VALUE FOR PURPOSES OTHER THAN THE FINANCIAL STATEMENTS AND ARE NOT INCLUDED HERE. THE UNIVERSITY HAS ELECTED TO REPORT MARKETABLE SECURITIES, EQUITY METHOD INVESTMENTS, AND FUNDS HELD IN TRUST AT FAIR VALUE FOR FINANCIAL STATEMENT PURPOSES. THE UNIVERSITY HAS NOT ELECTED TO REPORT OTHER ASSETS AT FAIR VALUE FOR FINANCIAL STATEMENT PURPOSES, AND ACCORDINGLY, NEITHER THE UNREALIZED GAINS AND LOSSES IN PRIOR YEARS NOR THE GAINS IN FISCAL YEAR 2013 ARE REPORTED FOR FINANCIAL STATEMENT PURPOSES, EXCEPT IF THOSE WITH LOSSES ARE DETERMINED TO BE PERMANENT IMPAIRMENTS. AS OF MAY 31, 2013, THE UNIVERSITY HAS APPROXIMATELY 216.58 MILLION OF UNREALIZED GAINS THAT ARE REFLECTED HERE BUT HAD NOT BEEN RECOGNIZED IN ITS FINANCIAL STATEMENTS. PART I, LINE 4 THE AMOUNT SHOWN REPRESENTS THE FAIR VALUE AT THE END OF THE YEAR. THIS VALUE IS DIFFERENT FROM THE AMOUNT REPORTED FOR FINANCIAL STATEMENT PURPOSES AND BALANCE SHEET REPORTING ON FORM 990 BECAUSE THE UNIVERSITY DOES NOT RECORD ALL POOL INVESTMENTS AT FAIR VALUE.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	true	NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc	true	PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media	true	PolicyPublViaBroadcastMedia
Maint Racial Composition Records	true	MaintRacialCompositionRecords
Maint Scholarships Records	true	MaintScholarshipsRecords
Maint Copies Of Brochures Etc	true	MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations	true	MaintCopiesOfAllSolicitations
Discriminate Race Students Rights	false	DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies	false	DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty	false	DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships	false	DiscriminateRaceScholarships
Discriminate Race Educ Policies	false	DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts	false	DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog	false	DiscriminateRaceAthleticProg
Discriminate Race Other Acty	false	DiscriminateRaceOtherActy
Government Financial Aid Received	true	GovernmentFinancialAidReceived
Government Financial Aid Revoked	false	GovernmentFinancialAidRevoked
Compliance With Rev Proc7550	true	ComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
PUBLICATION OF NONDISCRIMINATORY POLICY IN MEDIA EXPLANATION	SCHEDULE E LINE 3	THE SOUTHERN METHODIST UNIVERSITY NONDISCRIMINATION STATEMENT APPEARS ON THE UNIVERSITYS WEBSITE AND IN ELECTRONIC AND PRINTED MATERIALS SUCH AS THE STUDENT HANDBOOK ADMISSION BROCHURES ADVERTISEMENTS ETC
FINANCIAL AID OR GOVERNMENT ASSISTANCE EXPLANATION	SCHEDULE E LINE 6	THE UNIVERSITY PARTICIPATES IN THE FEDERAL PERKINS LOAN PROGRAM FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT FEDERAL WORKSTUDY PROGRAM FEDERAL PELL GRANT WILLIAM D FORD FEDERAL DIRECT LOAN PROGRAM TEXAS TUITION EQUALIZATION GRANT TEXAS BONTIME PROGRAM AND TEXAS COLLEGE ACCESS LOAN PROGRAM AND RECEIVED FEDERAL AND STATE FUNDING FOR RESEARCH GRANTS AND CONTRACTS

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable (53 entries)

RegionRegion	Type Of Activities ConductedTypeOfActivitiesConducted	Specific Services ProvidedSpecificServicesProvided	Total ExpendituresTotalExpenditures	Number Of EmployeesNumberOfEmployees
CENTRAL AMERICA AND THE CARRIBEAN	PROGRAM SERVICE	CONFERENCE	767
CENTRAL AMERICA AND THE CARRIBEAN	PROGRAM SERVICE	STUDY ABROAD	147692
CENTRAL AMERICA AND THE CARRIBEAN	INVESTMENTS
CENTRAL AMERICA AND THE CARRIBEAN	PROGRAM SERVICE	RECRUITING	5627
CENTRAL AMERICA AND THE CARRIBEAN	PROGRAM SERVICE	RESEARCH/CONFERENCE	12993
EAST ASIA AND THE PACIFIC	PROGRAM SERVICE	RESEARCH/CONFERENCE	106319
EAST ASIA AND THE PACIFIC	PROGRAM SERVICE	RECRUITING	31473
EAST ASIA AND THE PACIFIC	PROGRAM SERVICE	CONFERENCE	75042
EAST ASIA AND THE PACIFIC	PROGRAM SERVICE	STUDY ABROAD	941285
EAST ASIA AND THE PACIFIC	PROGRAM SERVICE	RESEARCH	5838
EAST ASIA AND THE PACIFIC	PROGRAM SERVICE	ALUMNI RELATIONS/REC	1963
EAST ASIA AND THE PACIFIC	PROGRAM SERVICE	ALUMNI RELATIONS	15000
EUROPE	PROGRAM SERVICE	RESEARCH/CONFERENCE	328966	3
EUROPE	PROGRAM SERVICE	STUDY ABROAD	3400167	5
EUROPE	PROGRAM SERVICE	RECRUITING	6956
EUROPE	PROGRAM SERVICE	EXHIBITION	8539
EUROPE	PROGRAM SERVICE	CONFERENCE	95534
EUROPE	INVESTMENTS
EUROPE	PROGRAM SERVICE	MEMBER TOUR	5541
EUROPE	PROGRAM SERVICE	RESEARCH	48722
EUROPE	PROGRAM SERVICE	ALUMNI RELATIONS	3121
EUROPE	PROGRAM SERVICE	ALUMNI RELATIONS/REC	150
EUROPE	PROGRAM SERVICE	FACULTY DEVELOPMENT	3138
EUROPE	PROGRAM SERVICE	STUDENT ACTIVITIES	7783
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICE	CONFERENCE	3545
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICE	RECRUITING	3624
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICE	STUDY ABROAD	81863
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICE	RESEARCH	4769
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICE	RESEARCH/CONFERENCE	25100
NORTH AMERICA	PROGRAM SERVICE	CONFERENCE	27219
NORTH AMERICA	PROGRAM SERVICE	RECRUITING	2814
NORTH AMERICA	PROGRAM SERVICE	RESEARCH/CONFERENCE	15895
NORTH AMERICA	PROGRAM SERVICE	RESEARCH	3399
NORTH AMERICA	PROGRAM SERVICE	STUDY ABROAD	1143
RUSSIA AND THE NEWLY INDEPENDENT STATES	PROGRAM SERVICE	CONFERENCE	2078
RUSSIA AND THE NEWLY INDEPENDENT STATES	PROGRAM SERVICE	RESEARCH/CONFERENCE	19940
RUSSIA AND THE NEWLY INDEPENDENT STATES	PROGRAM SERVICE	STUDY ABROAD	67557
RUSSIA AND THE NEWLY INDEPENDENT STATES	FUNDRAISING	DONOR DEVELOPMENT	5493
SOUTH AMERICA	PROGRAM SERVICE	CONFERENCE	3581
SOUTH AMERICA	PROGRAM SERVICE	RESEARCH/CONFERENCE	20419
SOUTH AMERICA	PROGRAM SERVICE	STUDY ABROAD	100632
SOUTH AMERICA	PROGRAM SERVICE	RESEARCH	4200
SOUTH AMERICA	PROGRAM SERVICE	RECRUITING	2977
SOUTH ASIA	PROGRAM SERVICE	RESEARCH/CONFERENCE	38423	1
SOUTH ASIA	PROGRAM SERVICE	ALUMNI RELATIONS/REC	429
SOUTH ASIA	PROGRAM SERVICE	RECRUITING	8429
SOUTH ASIA	PROGRAM SERVICE	CONFERENCE	7195
SOUTH ASIA	PROGRAM SERVICE	RESEARCH	7572
SOUTH ASIA	PROGRAM SERVICE	STUDY ABROAD	69854
SUB-SAHARAN AFRICA	PROGRAM SERVICE	CONFERENCE	4526
SUB-SAHARAN AFRICA	PROGRAM SERVICE	RESEARCH/CONFERENCE	13567
SUB-SAHARAN AFRICA	PROGRAM SERVICE	STUDY ABROAD	62693
SUB-SAHARAN AFRICA	PROGRAM SERVICE	RESEARCH	2000

Field	Value	IRS element (for citing)
Subtotal Number Of Employees	8	SubtotalNumberOfEmployees
Cont Number Of Employees	1	ContNumberOfEmployees
Total Number Of Employees	9	TotalNumberOfEmployees
Subtotal Amount Spent	150015457	SubtotalAmountSpent
Cont Amount Spent	78569212	ContAmountSpent
Total Amount Spent	228584669	TotalAmountSpent
Transfer To Foreign Corp	true	TransferToForeignCorp
Interest In Foreign Trust	false	InterestInForeignTrust
Own Foreign Corp	true	OwnForeignCorp
Passive Foreign Invest Co	true	PassiveForeignInvestCo
Foreign Partnership	true	ForeignPartnership
Boycott Countries	true	BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ACTIVITIES PER REGION	SCHEDULE F, PAGE 1, PART I, LINE 3	CENTRAL AMERICA AND THE CARRIBEAN 767 0 CENTRAL AMERICA AND THE CARRIBEAN 147,692 0 CENTRAL AMERICA AND THE CARRIBEAN 0 144,831,296 CENTRAL AMERICA AND THE CARRIBEAN 5,627 0 CENTRAL AMERICA AND THE CARRIBEAN 12,993 0 EAST ASIA AND THE PACIFIC 106,319 0 EAST ASIA AND THE PACIFIC 31,473 0 EAST ASIA AND THE PACIFIC 75,042 0 EAST ASIA AND THE PACIFIC 941,285 0 EAST ASIA AND THE PACIFIC 5,838 0 EAST ASIA AND THE PACIFIC 1,963 0 EAST ASIA AND THE PACIFIC 15,000 0 EUROPE 328,966 0 EUROPE 3,400,167 0 EUROPE 6,956 0 EUROPE 8,539 0 EUROPE 95,534 0 EUROPE 0 77,889,821 EUROPE 5,541 0 EUROPE 48,722 0 EUROPE 3,121 0 EUROPE 150 0 EUROPE 3,138 0 EUROPE 7,783 0 MIDDLE EAST AND NORTH AFRICA 3,545 0 MIDDLE EAST AND NORTH AFRICA 3,624 0 MIDDLE EAST AND NORTH AFRICA 81,863 0 MIDDLE EAST AND NORTH AFRICA 4,769 0 MIDDLE EAST AND NORTH AFRICA 25,100 0 NORTH AMERICA 27,219 0 NORTH AMERICA 2,814 0 NORTH AMERICA 15,895 0 NORTH AMERICA 3,399 0 NORTH AMERICA 1,143 0 RUSSIA AND THE NEWLY INDEPENDENT STATES 2,078 0 RUSSIA AND THE NEWLY INDEPENDENT STATES 19,940 0 RUSSIA AND THE NEWLY INDEPENDENT STATES 67,557 0 RUSSIA AND THE NEWLY INDEPENDENT STATES 5,493 0 SOUTH AMERICA 3,581 0 SOUTH AMERICA 20,419 0 SOUTH AMERICA 100,632 0 SOUTH AMERICA 4,200 0 SOUTH AMERICA 2,977 0 SOUTH ASIA 38,423 0 SOUTH ASIA 429 0 SOUTH ASIA 8,429 0 SOUTH ASIA 7,195 0 SOUTH ASIA 7,572 0 SOUTH ASIA 69,854 0 SUB-SAHARAN AFRICA 4,526 0 SUB-SAHARAN AFRICA 13,567 0 SUB-SAHARAN AFRICA 62,693 0 SUB-SAHARAN AFRICA 2,000 0
ADDITIONAL INFORMATION	SCHEDULE F, PAGE 5, PART V	PART I, LINE 3: THE UNIVERSITY ACCOUNTS FOR ALL EXPENDITURES ON AN ACCRUAL BASIS AND MAKES ALL REIMBURSEMENTS UNDER AN ACCOUNTABLE PLAN.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	X	MailSolicitations
Email Solicitations	X	EmailSolicitations
Phone Solicitations	X	PhoneSolicitations
In Person Solicitations	X	InPersonSolicitations
Solicitation Of Non Govt Grants	X	SolicitationOfNonGovtGrants
Solicitation Of Govt Grants	X	SolicitationOfGovtGrants
Special Fundraising Events	X	SpecialFundraisingEvents
Agreement Ref Fundraising	true	AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation (2 entries)

Name Of IndividualNameOfIndividual	Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	ActivityActivity	Fundraiser Control Of FundsFundraiserControlOfFunds	Gross ReceiptsGrossReceipts	Amount Retained By ContractorAmountRetainedByContractor	Net To OrganizationNetToOrganization
RUFFALOCODY LLC	65 KIRKWOOD NORTH RD SW	CEDAR RAPIDS	IA	524063018	TELEMKTNG	false	462577	344889	117688
MARTS LUNDY INC	1200 WALL STREET WEST	LYNDHURST	NJ	07071	CONSULTING	false		44934	-44934

Field	Value	IRS element (for citing)
Total Gross Receipts	462577	TotalGrossReceipts
Total Retained By Contractors	389823	TotalRetainedByContractors
Total Net To Organization	72754	TotalNetToOrganization
Licensed States	AL	LicensedStates
Licensed States	AR	LicensedStates
Licensed States	CA	LicensedStates
Licensed States	FL	LicensedStates
Licensed States	GA	LicensedStates
Licensed States	HI	LicensedStates
Licensed States	IL	LicensedStates
Licensed States	KS	LicensedStates
Licensed States	LA	LicensedStates
Licensed States	MD	LicensedStates
Licensed States	MN	LicensedStates
Licensed States	MS	LicensedStates
Licensed States	MO	LicensedStates
Licensed States	NJ	LicensedStates
Licensed States	NM	LicensedStates
Licensed States	NC	LicensedStates
Licensed States	ND	LicensedStates
Licensed States	OH	LicensedStates
Licensed States	OK	LicensedStates
Licensed States	OR	LicensedStates
Licensed States	PA	LicensedStates
Licensed States	RI	LicensedStates
Licensed States	TN	LicensedStates
Licensed States	UT	LicensedStates
Licensed States	WV	LicensedStates
Licensed States	WI	LicensedStates
Licensed States	CT	LicensedStates
Licensed States	ME	LicensedStates

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	TATE LECTURE SE	NameOfEvent1
Gross Receipts Event1	1729996	GrossReceiptsEvent1
Charitable Contributions Event1	694770	CharitableContributionsEvent1
Gross Revenue Event1	1035226	GrossRevenueEvent1
Rent Facility Costs Event1	114826	RentFacilityCostsEvent1
Food And Beverage Event1	93798	FoodAndBeverageEvent1
Entertainment Event1	497165	EntertainmentEvent1
Other Direct Expenses Event1	482263	OtherDirectExpensesEvent1
Name Of Event2	ATHLETIC FORUM	NameOfEvent2
Gross Receipts Event2	624275	GrossReceiptsEvent2
Charitable Contributions Event2	315025	CharitableContributionsEvent2
Gross Revenue Event2	309250	GrossRevenueEvent2
Rent Facility Costs Event2	5794	RentFacilityCostsEvent2
Food And Beverage Event2	263324	FoodAndBeverageEvent2
Entertainment Event2	354006	EntertainmentEvent2
Other Direct Expenses Event2	26474	OtherDirectExpensesEvent2
Total Number Of Other Events	12	TotalNumberOfOtherEvents
Gross Receipts Other Events	1597709	GrossReceiptsOtherEvents
Charitable Contrib Other Events	1221566	CharitableContribOtherEvents
Gross Revenue Other Events	376143	GrossRevenueOtherEvents
Non Cash Prizes Other Events	33609	NonCashPrizesOtherEvents
Rent Facility Costs Other Events	66871	RentFacilityCostsOtherEvents
Food And Beverage Other Events	268735	FoodAndBeverageOtherEvents
Entertainment Other Events	160095	EntertainmentOtherEvents
Other Direct Expenses Other Events	183929	OtherDirectExpensesOtherEvents
Gross Receipts Total	3951980	GrossReceiptsTotal
Charitable Contributions Total	2231361	CharitableContributionsTotal
Gross Revenue Total Events	1720619	GrossRevenueTotalEvents
Non Cash Prizes Total Events	33609	NonCashPrizesTotalEvents
Rent Facility Costs Total Events	187491	RentFacilityCostsTotalEvents
Food And Beverage Total Events	625857	FoodAndBeverageTotalEvents
Entertainment Total Events	1011266	EntertainmentTotalEvents
Other Direct Expenses Total Events	692666	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	2550889	DirectExpenseSummaryEvents
Net Income Summary	-830270	NetIncomeSummary

Form990 Schedule G Part IV Form990ScheduleGPartIV

Field	Value	IRS element (for citing)
Explanation	PART I LINE 2 B ADDITIONAL INFORMATION DURING FISCAL YEAR 2013 MARTS LUNDY INC PROVIDED CONSULTING SERVICES AND ASSISTANCE WITH CAMPAIGN ORGANIZATIONAL STRUCTURE AND STRATEGY IN RELATION TO THE SECOND CENTURY CAMPAIGN DURING FISCAL YEAR 2013 RUFFALOCODY LLC PROVIDED TELEMARKETING SERVICES	Explanation

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)

Type Of GrantTypeOfGrant	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant	Amount Of Non Cash AssistanceAmountOfNonCashAssistance	Method Of ValuationMethodOfValuation	Description Of Non Cash AssistanceDescriptionOfNonCashAssistance
STUDENT TUITION GRANTS	7000	5005505	137502985	BOOK	TUITION, FEES,
AND SCHOLARSHIPS					ROOM AND BOARD
					ALLOWANCES

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES	Identifier
Return Reference	SCHEDULE I, PAGE 1, PART I, LINE 2	ReturnReference
Explanation	THE UNIVERSITY PROVIDES FINANCIAL AID TO STUDENTS TO ENABLE THEM TO ATTEND THE UNIVERSITY. ALL FINANCIAL AID RECIPIENTS ARE SELECTED ON AN EQUAL OBJECTIVELY DETERMINABLE BASIS WITH OTHER RECIPIENTS. THAT IS, ALL STUDENTS RECEIVING SCHOLARSHIPS AND FELLOWSHIPS ARE JUDGED WORTHY BASED ON THE UNIVERSITY'S ASSESSMENT OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED AND OTHER SIMILAR STANDARDS. A LIST OF RECIPIENTS OF SCHOLARSHIPS AND FELLOWSHIPS IS ON FILE AT THE UNIVERSITY IN THE FINANCIAL AID OFFICE.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	X	FirstClassOrCharterTravel
Travel For Companions	X	TravelForCompanions
Idemnification Gross Up Payments	X	IdemnificationGrossUpPayments
Housing Allowance Or Residence	X	HousingAllowanceOrResidence
Club Dues Or Fees	X	ClubDuesOrFees
Personal Services	X	PersonalServices
Written Policy Re T And E Expenses	true	WrittenPolicyReTAndEExpenses
Substantiation Required	true	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Form990 Of Other Organizations	X	Form990OfOtherOrganizations
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	true	SeverancePayment
Supplemental Nonqual Retire Plan	false	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	true	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (18 entries)

TitleTitle	Base Compensation Filing OrgBaseCompensationFilingOrg	Other Compensation Filing OrgOtherCompensationFilingOrg	Deferred Comp Filing OrgDeferredCompFilingOrg	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Total Compensation Filing OrgTotalCompensationFilingOrg	Bonus Filing OrgBonusFilingOrg
R GERALD TURNER
PRESIDENTTRUSTEE	606284	72169	284403	126306	1089162
STEVEN EDWARDS
PROFESSORTRUSTEE	133022	139	11041	24747	168949
PAUL W LUDDEN
PROVOSTVP ACADEMIC	402157	17346	25000	13277	559751	101971
MICHAEL A CONDON
UNIVERSITY TREASURER	355904	15701	25000	57235	527803	73963
CHRISTINE REGIS
VP BUSINESS AND FINA	320441	18353	25000	16345	482110	101971
BRAD E CHEVES
VP DEVELOPMENT AND E	317068	32208	25000	16135	441411	51000
LORI S WHITE
VP STUDENT AFFAIRS	230943	14383	23617	16077	387721	102701
PAUL WARD
VP LEGAL AFFAIRS AND	317323	16345	50000	13867	397535
THOMAS E BARRY
VP EXECUTIVE AFFAIRS	259454	19544	25000	16067	320065
ALBERT NIEMI JR
DEAN	518755	17238	25000	20223	588014	6798
WILLIAM TSUTSUI
DEAN	249107	7791	25000	9068	290966
JUNE JONES
FOOTBALL COACH	1906763	19305	25000	16150	2049718	82500
LARRY BROWN
BASKETBALL COACH	1525226	10013	362731	13924	1911894
MATTHEW DOHERTY
BASKETBALL COACH	585475	13177	25000	6268	656626	26706
STEVEN ORSINI
DIRECTOR OF ATHLETIC	421314	17860	25000	11017	601885	126694
MIGUEL QUINONES
PROFESSOR	462690	469	20655	21710	506524	1000
PETER MOORE
FORMER INTERIM DEAN	192961	514	15721	73898	283094
THOMAS TUNKS
FORMER INTERIM PROVO	156398	1619	14909	9048	181974

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
FRINGE OR EXPENSE EXPLANATION	SCHEDULE J, PAGE 1, PART I, LINE 1A	CHARTER FLIGHT AND FIRST-CLASS TRAVEL COSTS WERE INCURRED BY COACH LARRY BROWN FOR RECRUITING PURPOSES. IN ADDITION TO RECRUITING, THERE WERE CHARTER FLIGHTS FOR TWO BASKETBALL GAMES. THE UNIVERSITY'S TRAVEL POLICY PROVIDES THAT EXPENSES INCURRED BY SPOUSES ARE NOT REIMBURSABLE UNLESS THE SPOUSE IS TRAVELING FOR A BONA FIDE BUSINESS PURPOSE AND THE TRAVEL HAS BEEN APPROVED. ANY EXCEPTIONS TO THE POLICY REQUIRE APPROVAL BY THE APPROPRIATE UNIVERSITY OFFICER. ALL SPOUSAL TRAVEL IS PROCESSED UNDER THE PROVISIONS OF THE TAX DEPARTMENT'S SPOUSAL TRAVEL POLICY WHICH PROVIDES FOR EVALUATING THE TAXABLE COMPONENT, IF ANY, OF THE TRAVEL AND THE APPROPRIATE TAX TREATMENT AND REPORTING. APPROPRIATE APPROVALS IN ACCORDANCE WITH POLICY ARE REQUIRED PRIOR TO REIMBURSEMENT. SPOUSAL TRAVEL EXPENSES WERE PAID FOR R. GERALD TURNER, BRAD CHEVES AND ALBERT NIEMI AND WERE REPORTED AS TAXABLE COMPENSATION. ALL GROSS-UP PAYMENTS HAVE BEEN APPROPRIATELY APPROVED IN ACCORDANCE WITH UNIVERSITY POLICY PRIOR TO PAYMENT. EMPLOYEES WHO RECEIVED GROSSED-UP PAYMENTS FOR PAYROLL TAXES WHICH WERE REPORTED AS TAXABLE COMPENSATION WERE PAUL LUDDEN, CHRIS REGIS, LORI WHITE, AND ALBERT NIEMI. THE PRESIDENT IS REQUIRED UNDER HIS EMPLOYMENT CONTRACT TO RESIDE IN THE UNIVERSITY PROVIDED RESIDENCE. THERE IS A POLICY REGARDING REVIEW/APPROVAL OF SOCIAL CLUB DUES. THE UNIVERSITY HAS ESTABLISHED A REPORTING PERIOD OF NOVEMBER 1 THROUGH OCTOBER 31 FOR REPORTING PERSONAL USE OF A CLUB AND CALCULATING THE PERSONAL PORTION OF DUES THAT SHOULD BE REPORTED AS TAXABLE INCOME. ANY PERSONAL CHARGES AT SOCIAL CLUBS ARE REIMBURSED TO THE UNIVERSITY WHEN THE BILLING IS RECEIVED, PRIOR TO PAYMENT. THE EMPLOYEES WHO HAD PERSONAL AMOUNTS REPORTED AS TAXABLE COMPENSATION RELATED TO SOCIAL CLUB DUES ARE R. GERALD TURNER, BRAD CHEVES, PAUL LUDDEN, LORI WHITE, CHRIS REGIS, ALBERT NIEMI, LARRY BROWN AND WILLIAM TSUTSUI. THE UNIVERSITY PROVIDES SERVICES SUCH AS LANDSCAPING AND RESIDENTIAL REPAIRS AND MAINTENANCE FOR THE PRESIDENT'S RESIDENCE, CONSIDERING THEM NECESSARY AND APPROPRIATE FOR HIS USE OF THE FACILITY FOR BUSINESS FUNCTIONS AS THE RESIDENCE IS A UNIVERSITY OWNED ASSET. THE PERCENTAGE OF THE MAID'S COMPENSATION AND BENEFITS RELATED TO PERSONAL SERVICES WAS REPORTED AS TAXABLE COMPENSATION TO R. GERALD TURNER.
SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS	SCHEDULE J, PAGE 1, PART I, LINE 4	MATTHEW DOHERTY 486,274 0 0 STEVEN ORSINI 273,841 0 0
COMPENSATION CONTINGENT UPON REVENUES OF ORGANIZATION	SCHEDULE J, PAGE 1, PART I, LINE 5A	THERE IS ONE PERSON LISTED IN FORM 990, PART VII, WHO RECEIVED AN INCENTIVE COMPENSATION BONUS. THE ELIGIBILITY FOR AND THE AMOUNT OF THE PAYMENT IS DETERMINED BY TWO COMPONENTS: A QUANTITATIVE MEASURE OF THE PERFORMANCE OF THE UNIVERSITY'S INVESTMENT POOL AGAINST AN APPROPRIATE BENCHMARK AND A QUALITATIVE MEASURE BASED ON FACTORS SUCH AS RISK MITIGATION, QUALITY OF DECISION MAKING AND CONTRIBUTIONS TO ADVANCEMENT OF THE ENDOWMENT.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Bond ReferenceBondReferenceCd	Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
2003 SOUTHWEST HIGHER EDUCATION
A	521442059	845040FB5	2003-12-18	30470393	RENOVATION & CONSTRUCTION OF EDUCATIONAL FACILITY AND RELATED PARKING	true	false	false
2007 SOUTHWEST HIGHER EDUCATION
B	521442059	845040GD0	2007-02-14	100890740	ADVANCE REFUND & DEFEASE A PORTION	false	false	false
2009 SOUTHWEST HIGHER EDUCATION
C	521442059	845040HG2	2009-10-01	162035907	FINANCE NEW MONEY PROJECTS AND CURRENTLY REFUND	false	false	false
2010 SOUTHWEST HIGHER EDUCATION
D	521442059	845040JB1	2010-10-28	124998461	FINANCE NEW MONEY PROJECTS.	false	false	false

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Bond ReferenceBondReferenceCd	Amount RetiredAmountRetired	Total ProceedsTotalProceeds	Capitalized InterestCapitalizedInterest	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Credit EnhancementCreditEnhancement	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind	Amount In Reserve FundAmountInReserveFund	Other Spent ProceedsOtherSpentProceeds	Amount UnspentAmountUnspent
A	5815000	32053296	367331	428612	303315	30954037	2010	false	false	true	true
B	4970000	114937923		922858	384931			false	true	true	true	2246764	113630133
C	6465000	162036208		1236365		66161260		true	false	true	true		94638583
D		125307174		1091820		92110273		false	false	false	true			32105082

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Engage Bond Counsel ContractsEngageBondCounselContracts	Any Research AgreementsAnyResearchAgreements	Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers	Total Private Business UseTotalPrivateBusinessUse	Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest	Change In Use Bond Financed PropChangeInUseBondFinancedProp	Remedial Action TakenRemedialActionTaken	Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs	Engage Bond Counsel ResearchEngageBondCounselResearch
A	false	false	true	true	false	0.02100	0.02100	false	false	false	true
B	false	false	true	true	true	0.01660	0.01660	false	false	false	true	true
C	false	false	true	true	true	0.00710	0.00710	false	false	false	true	true
D	false	false	false		false			false	false	false	true

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiled	Rebate Not Due YetRebateNotDueYet	Exception To RebateExceptionToRebate	No Rebate DueNoRebateDue	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Gross Proceeds InvestedGrossProceedsInvested	Written Proc To Monitor ReqsWrittenProcToMonitorReqs
A	false	false	false	true	false	false	false	true	true
B	false	false	false	true	false	false	false	false	true
C	false	false	false	false	false	false	false	false	true
D	false	false	false	false	false	false	false	false	true

Form990 Schedule K Part V Form990ScheduleKPartV

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Proc To Undertk Corrective Action	true	ProcToUndertkCorrectiveAction

Form990 Schedule K Part VI Form990ScheduleKPartVI (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
PURPOSE OF ISSUE DESCRIPTION	SCHEDULE K	2003 SOUTHWEST HIGHER EDUCATION RENOVATION CONSTRUCTION OF EDUCATIONAL FACILITY AND RELATED PARKING FACILITY 2007 SOUTHWEST HIGHER EDUCATION ADVANCE REFUND DEFEASE A PORTION OF PRINCIPAL ON THE 1999A 12099 AND 2002 732002 BONDS 2009 SOUTHWEST HIGHER EDUCATION FINANCE NEW MONEY PROJECTS AND CURRENTLY REFUND THE 1999D 1201999 AND THE 2006 312006 BONDS 2010 SOUTHWEST HIGHER EDUCATION FINANCE NEW MONEY PROJECTS 2013 SOUTHWEST HIGHER EDUCATION FINANCE NEW MONEY PROJECTS
DATE REBATE COMPUTATION PERFORMED	SCHEDULE K	2003 SOUTHWEST HIGHER EDUCATION 121808 2007 SOUTHWEST HIGHER EDUCATION 021412
ADDITIONAL INFORMATION	SCHEDULE K	2007 SOUTHWEST HIGHER EDUCATION PART 1 LINE A COLUMN G THE 2003 BOND WAS PARTIALLY DEFEASED BY A TAXABLE BOND ON 4162013 PART I LINE B COLUMN F ADVANCE REFUND PORTION OF PRIN 1999A 12099 AND THE 2002 7302 BONDS PART I LINE C COLUMN F NEW MONEY AND CURRENT REFUND OF THE 1999D 12099 AND THE 2006 3106 BONDS PART II LINE 3 COLUMN ABCD E TOTAL PROCEEDS INCLUDE INVESTMENT PROCEEDS PART II LINE 6 COLUMN B REDEEMED THE 2002 BOND WITH ESCROW PROCEEDS 45175000 AND SMU CASH 2200000 ON 10012012 REDEEMED THE 1999A BOND WITH PROCEEDS 43645000 ON 10012009 PART II LINE 13 COLUMN B THE SERIES 2007 BONDS WERE REFUNDING BONDS THERE WERE NO NEW PROJECTS FOR WHICH A YEAR OF SUBSTANTIAL COMPLETION WOULD NEED TO BE REPORTED PART II LINE 13 COLUMN C THE SERIES 2009 BOND PROCEEDS HAVE FUNDED PROJECTS WHICH ARE NOT YET IN SERVICE PART II LINE 17 COLUMN ABC D THE UNIVERSITY HAS MAINTAINED ADEQUATE BOOK AND RECORDS FOR THE ALLOCATIONS MADE TO DATE SMU ALWAYS MAINTAINS ADEQUATE BOOKS AND RECORDS WHEN THE FINAL ALLOCATIONS ARE MADE PART III LINE 4 COLUMN A THE 2003 BOND WAS PARTIALLY DEFEASED BY A TAXABLE BOND ON 4162013 2013B PART IV LINE 4D COLUMN ABC D THE UNIVERSITY DID NOT INVEST IN A GIC HOWEVER ANSWERS ARE PROVIDED AS THEY ARE REQUIRED BY THE IRS FOR FILING PURPOSES PART IV LINE 6 COLUMN C D THE UNIVERSITY REASONABLY EXPECTS TO MEET THE SPENDING REQUIREMENTS WITHIN THE REQUIRED TIMEFRAME

Schedule L IRS990ScheduleL

Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)

Amount Of GrantAmountOfGrant	Type Of AssistanceTypeOfAssistance	Purpose Of AssistancePurposeOfAssistance
58155	TUITION WAIVER	EDUCATION
41700	MERIT SCHOLAR	EDUCATION

Form990 Schedule L Part V Form990ScheduleLPartV

Field	Value	IRS element (for citing)
Identifier	ADDITIONAL INFORMATION	Identifier
Return Reference	SCHEDULE L PART V	ReturnReference
Explanation	SCHEDULE L PART III THE AMOUNT REPORTED ON PART III LINE 1 C REPORTS TUITION WAIVERS GRANTED ON THE SAME BASIS AS TO ANY OTHER BENEFITELIGIBLE EMPLOYEE THE AMOUNT REPORTED ON PART III LINE 2 C REPORTS THE MERIT SCHOLARSHIPS AWARDED ON AN OBJECTIVE AND NONDISCRIMINATORY BASIS BASED ON PREESTABLISHED CRITERIA AND REVIEWED BY A SELECTION COMMITTEE	Explanation

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	21	NumberOfContributions
Noncash Contribs Rptd F990	639251	NoncashContribsRptdF990
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenues

Books And Publications BooksAndPublications

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Noncash Contribs Rptd F990	109968	NoncashContribsRptdF990
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	111	NumberOfContributions
Noncash Contribs Rptd F990	2375021	NoncashContribsRptdF990
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenues

Securities Prtnrshp Trust Intrsts SecuritiesPrtnrshpTrustIntrsts

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	3	NumberOfContributions
Noncash Contribs Rptd F990	215665	NoncashContribsRptdF990
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenues

Real Estate Other RealEstateOther

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	2	NumberOfContributions
Noncash Contribs Rptd F990	2	NoncashContribsRptdF990
Method Of Determining Revenues	SEE PART II	MethodOfDeterminingRevenues

Collectibles Collectibles

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	3	NumberOfContributions
Noncash Contribs Rptd F990	16000	NoncashContribsRptdF990
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenues

Food Inventory FoodInventory

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	15	NumberOfContributions
Noncash Contribs Rptd F990	12317	NoncashContribsRptdF990
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)

Non Cash CheckboxNonCashCheckbox	DescriptionDescription	Number Of ContributionsNumberOfContributions	Noncash Contribs Rptd F990NoncashContribsRptdF990	Method Of Determining RevenuesMethodOfDeterminingRevenues
X	EQUIPMENT	4	55893	MARKET OR APPRAISAL
X	EVENT TICKETS	828	105457	MARKET OR APPRAISAL
X	MUSICAL INSTRUM	1	25000	MARKET OR APPRAISAL
X	EVENT EXPENSE	37	28386	MARKET OR APPRAISAL

Field	Value	IRS element (for citing)
Number Of8283 Received	22	NumberOf8283Received
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	true	ReviewProcessUnusualNCGifts
Third Parties Used	true	ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS	SCHEDULE M, PAGE 1, PART I, LINE 32B	SOUTHERN METHODIST UNIVERSITY HIRES EXTERNAL BROKERS AND APPRAISERS AS DEEMED APPROPRIATE.
SUPPLEMENTAL INFORMATION	SCHEDULE M, PAGE 2, PART II	PART 1, LINE 17, COL (D), REAL ESTATE - OTHER: UNIVERSITY PRACTICE FOR VALUATION OF NON-PRODUCING MINERAL INTERESTS PART 1, LINE 28, OTHER: FORMAL GOWN COSTUMES 1 11,000 PART 1, COLUMN B: THE NUMBER REFLECTED IN COLUMN B REPORTS THE NUMBER OF CONTRIBUTIONS.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (12 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ADDITIONAL INFORMATION	FORM 990	PART IV, LINE 12: THE UNIVERSITY DID NOT RECEIVE A SEPARATE AUDITED FINANCIAL STATEMENT. HOWEVER, THE UNIVERSITY'S CONSOLIDATED FINANCIAL STATEMENTS INCLUDING THE BALANCE SHEET AND RELATED STATEMENTS OF ACTIVITIES AND CASH FLOWS WERE AUDITED IN ACCORDANCE WITH GAAP AND WERE REPORTED ON A CONSOLIDATED BASIS. PART IV, LINE 24B: THE UNIVERSITY PLANS TO SPEND PROCEEDS WITHIN THE TEMPORARY PERIOD EXCEPTION, BUT IN CASES WHEN IT DOES NOT, IT PREPARES THE APPROPRIATE ARBITRAGE REPORTING AND REMITS ANY EXCESS EARNINGS OVER THE ARBITRAGE YIELD TO THE GOVERNMENT. PART IV, LINE 24C: THE UNIVERSITY RECEIVED A DONATION RESTRICTED FOR PROJECTS FUNDED BY BONDS WHICH WAS PUT INTO ESCROW UNTIL THE EARLIEST OPTIONAL REDEMPTION DATE.
ALL OTHER ACCOMPLISHMENT DESCRIPTION	FORM 990, PAGE 2, PART III, LINE 4D	ORGANIZED ACTIVITIES: ORGANIZED ACTIVITIES MAKE AVAILABLE TO THE PUBLIC VARIOUS RESOURCES THAT EXIST WITHIN THE UNIVERSITY SUCH AS SEMINARS, CONFERENCES AND CAMPS.
FINANCIAL ACCOUNTS IN FOREIGN COUNTRIES	FORM 990, PART V, LINE 4B	UNITED KINGDOM, FRANCE
ADDITIONAL INFORMATION	FORM 990, PART VI	SECTION B, LINE 14: SOUTHERN METHODIST UNIVERSITY DOES NOT HAVE A UNIVERSITY-WIDE RETENTION POLICY, BUT DEPARTMENTS WITHIN THE UNIVERSITY HAVE RETENTION AND DOCUMENT DESTRUCTION POLICIES THAT REFLECT LEGISLATIVE OR OTHER LEGAL REQUIREMENTS AND GOOD BUSINESS PRACTICES.
RELATED PARTY INFORMATION AMONG OFFICERS	FORM 990, PAGE 6, PART VI, LINE 2	R. GERALD TURNER RAY HUNT PRESIDENT TRUSTEE BUSINESS RELATIONSHIP JEANNE PHILLIPS RAY HUNT TRUSTEE TRUSTEE BUSINESS RELATIONSHIP WILLIAM VANDERSTRAATEN RAY HUNT TRUSTEE TRUSTEE BUSINESS RELATIONSHIP
DECISIONS SUBJECT TO APPROVAL OF MEMBERS	FORM 990, PAGE 6, PART VI, LINE 7B	PURSUANT TO THE RESTATED ARTICLES OF INCORPORATION OF SMU, CAMPUS PROPERTY MAY BE SOLD OR LEASED ONLY WITH THE CONSENT OF THE SOUTH CENTRAL JURISDICTIONAL CONFERENCE OF THE UNITED METHODIST CHURCH.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	THE COMPLETED FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE TO ENABLE A DETAILED AND CONSCIENTIOUS REVIEW BY THE COMMITTEE. ALL QUESTIONS, CONCERNS, ETC. OF THE AUDIT COMMITTEE ARE ADDRESSED BY THE UNIVERSITY AND INCORPORATED INTO THE FORM 990 AS REQUIRED. THE FORM 990 IS ALSO PLACED ON A SECURE WEBSITE FOR ALL MEMBERS OF THE GOVERNING BODY WHO ARE NOTIFIED WHEN IT IS READY FOR REVIEW.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	PURSUANT TO THE SMU CONFLICT OF INTEREST POLICY RELATING TO TRUSTEES, MEMBERS OF BOARD COMMITTEES, EXECUTIVE OFFICERS AND DEANS, EACH COVERED PERSON COMPLETES A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. THESE DISCLOSURES ARE REVIEWED BY A BOARD OF TRUSTEES CONFLICTS COMMITTEE. THE COMMITTEE REVIEWS THE MATERIAL FACTS AND DECIDES WHETHER SUCH FACTS GIVE RISE TO CONFLICTS OF INTEREST AND, IF SO, WHETHER SUCH CONFLICTS OF INTEREST SHOULD BE APPROVED OR DISAPPROVED. WITH RESPECT TO ANY OTHER SMU EMPLOYEES WITH AUTHORITY TO SIGN CONTRACTS OR WHO OTHERWISE PLAY A SUBSTANTIVE ROLE IN THE CONTRACT APPROVAL PROCESS FOR FINANCIAL AND OTHER COMMERCIAL COMMITMENTS OF THE UNIVERSITY, EACH SUCH PERSON MUST COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. THESE DISCLOSURES ARE REVIEWED BY THE GENERAL COUNSEL. UPON REVIEW OF ALL MATERIAL FACTS, THE GENERAL COUNSEL MUST DECIDE WHETHER SUCH FACTS GIVE RISE TO CONFLICTS OF INTEREST AND, IF SO, WHETHER SUCH CONFLICTS OF INTEREST SHOULD BE APPROVED OR DISAPPROVED. THE GENERAL COUNSEL SHALL PROVIDE A WRITTEN REPORT OF ALL SUCH DETERMINATIONS TO THE BOARD CONFLICTS COMMITTEE.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	THE COMPENSATION COMMITTEE OF THE SMU BOARD OF TRUSTEES CONSISTS OF THE CHAIR AND VICE CHAIR OF THE BOARD; A TRUSTEE BISHOP; THE REPRESENTATIVES OF THE SMU ALUMNI ASSOCIATION, THE STUDENTS' ASSOCIATION, AND THE FACULTY SENATE; AND THE CHAIRS OF THE STANDING COMMITTEES OF THE BOARD. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION DECISIONS BASED UPON APPROPRIATE COMPARABILITY DATA AND INCLUDES THE ADVICE OF AN INDEPENDENT COMPENSATION CONSULTANT AND CONTEMPORANEOUS DOCUMENTATION OF THE COMPENSATION DECISIONS. THE COMPENSATION COMMITTEE HAS ALL OF THE POWERS OF THE FULL BOARD IN MATTERS OF COMPENSATION OF CORPORATE OFFICERS; HOWEVER,THE COMPENSATION COMMITTEE REPORTS TO THE FULL BOARD ANY ACTION TAKEN BY THE COMMITTEE.
COMPENSATION PROCESS FOR OFFICERS	FORM 990, PAGE 6, PART VI, LINE 15B	SEE ANSWER IN PART VI, LINE 15A.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VI, LINE 18 - ALL REQUESTS FOR COPIES OF FORM 990 AND 990-T ARE REVIEWED AND PROCESSED BY THE CONTROLLER'S DEPARTMENT OF SOUTHERN METHODIST UNIVERSITY. UPON RECEIVING A WRITTEN REQUEST, THE UNIVERSITY PROVIDES A COPY OF THE REQUESTED DOCUMENTATION WITHIN 30 DAYS FROM THE DATE OF RECEIPT. IF THE REQUEST IS MADE IN PERSON, THE UNIVERSITY PROVIDES THE COPIES ON THE DAY OF THE REQUEST, UNLESS UNUSUAL CIRCUMSTANCES PREVENT THIS IN WHICH CASE THE REQUESTED DOCUMENTATION IS PROVIDED WITHIN FIVE DAYS AFTER THE DATE OF THE REQUEST.
ADDITIONAL INFORMATION	FORM 990, PART XI	THE AUDIT COMMITTEE FOR SOUTHERN METHODIST UNIVERSITY, THE SUPPORTED ORGANIZATION, IS RESPONSIBLE FOR REVIEWING THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND ACCOMPANYING FOOTNOTES. DURING THE AUDIT COMMITTEE MEETING, THE COMMITTEE MEMBERS ARE GIVEN AN OPPORTUNITY TO ASK QUESTIONS OF MANAGEMENT AND THE AUDIT FIRM. SIGNIFICANT TRANSACTIONS ARE HIGHLIGHTED IN AN EXECUTIVE SUMMARY PROVIDED TO THE COMMITTEE.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (11 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Exempt Code SectionExemptCodeSection	Public Charity StatusPublicCharityStatus	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Controlled OrgControlledOrg
PERUNA HOLDINGS CORPORATION
PO BOX 750261	DALLAS	TX	752750261	204039621	SUPPORTING	TX	509A3	11A	SMU	false
MUSTANG MOCKINGBIRD CORPORATION
PO BOX 750261	DALLAS	TX	752750261	204216744	SUPPORTING	TX	509A3	11A	SMU	false
MUSTANG AIRLINE CORPORATION
PO BOX 750261	DALLAS	TX	752750261	204217087	SUPPORTING	TX	509A3	11A	SMU	false
MUSTANG MOCKINGBIRD PROPERTIES
PO BOX 750261	DALLAS	TX	752750261	204216534	SUPPORTING	TX	509A3	11A	SMU	false
PERUNA PROPERTIES INC
PO BOX 750261	DALLAS	TX	752750261	752806008	SUPPORTING	TX	509A3	11A	SMU	false
PONY PROPERTIES INC
PO BOX 750261	DALLAS	TX	752750261	200884887	SUPPORTING	TX	509A3	11A	SMU	false
SOUTHERN METHODIST UNIVERSITY FOUND
PO BOX 750261	DALLAS	TX	752750261	200588905	SUPPORTING	TX	509A3	11A	SMU	false
THE STADIUM CLUB INC
PO BOX 750261	DALLAS	TX	752750261	752883207	SOCIAL CLB	TX	501C7		NA	false
SMU CORP
PO BOX 750261	DALLAS	TX	752750261	264739435	SUPPORTING	TX	501C3	11A	SMU	false
CONFERENCE USA
5201 NORTH OCONNOR BLVD SUITE 300	IRVING	TX	752750261	364021594	SUPPORTING	TX	501C3	11C	NA	false
PERUNA EAST CORPORATION
PO BOX 750261	DALLAS	TX	752750261	454611768	SUPPORTING	TX	PENDIN		SMU	false

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

Field	Value	IRS element (for citing)
Business Name Line1	CHARITABLE REMAINDER TRUST (10)	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	PO BOX 750261	AddressLine1
City	DALLAS	City
State	TX	State
ZIP Code	752750261	ZIPCode

Field	Value	IRS element (for citing)
Primary Activity	TRUST	PrimaryActivity
Legal Domicile State	TX	LegalDomicileState
Direct Controlling Entity NA	N/A	DirectControllingEntityNA
Type Of Entity	TRUST	TypeOfEntity
Controlled Org	false	ControlledOrg

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	false	DividendsRelatedOrganization
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	true	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	true	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	true	SharingOfFacilities
Sharing Of Paid Employees	true	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	true	OtherTransferToOtherOrg
Other Transfer From Other Org	true	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
THE STADIUM CLUB INC
N	1000	COST
ALL OTHER TRANSACTIONS MARKED YES

ABOVE ARE WITH 501(C)(3)

ORGANIZATIONS

Form990 Schedule R Part VII Form990ScheduleRPartVII

Field	Value	IRS element (for citing)
Identifier	ADDITIONAL INFORMATION	Identifier
Return Reference	SCHEDULE R	ReturnReference
Explanation	PART V LINE 2 FOR THE FISCAL YEAR ENDING MAY 31 2013 RENT FROM THE STADIUM CLUB INC TO SMU WAS 1000 THIS AMOUNT WAS DETERMINED IN ORDER TO ALLOW A SIGNIFICANT PORTION OF THE REVENUE FROM THE CLUB TO BE REINVESTED IN IT RATHER THAN INCREASING ANNUAL LEASE PAYMENTS TO SMU	Explanation