2014-04-14T15:15:14-07:00 2013-05-31 Davis Kinard & Co PC 400 Pine St Ste 600 Abilene TX 79601 990 2012-06-01 741161940 University of Mary Hardin-Baylor UNIV 2542954169 900 College Street Box 8003 Belton TX 76513 Jennifer Ramm 2014-04-14 true Robert Womack CPA P00541020 3256724000 2012 2015-11-30 17:44:51Z 110002951 false false X www.umhb.edu X 1845 TX The University of Mary Hardin-Baylor prepares students for leadership, service, and faith-informed discernment in a global society. Academic excellence, personal attention, broad-based scholarship and a commitment to a Baptist vision for education distinguish our Christ-centered learning community. 37 37 1558 100 0 13451853 13086813 73794334 80393622 4792482 4530849 0 92038669 98011284 15011621 17780263 0 33043669 35701180 121952 20899 2242132 23718182 26263380 71895424 79765722 20143245 18245562 229917276 265857405 76257848 85806465 153659428 180050940 The University of Mary Hardin-Baylor prepares students for leadership, service, and faith-informed discernment in a global society. Academic excellence, personal attention, broad-based scholarship and a commitment to a Baptist vision for education distinguish our Christ-centered learning community. false false 71745579 17780263 80393622 Higher education institution serving approximately 3,300 undergraduate and graduate students at an amount less than the aggregate cost of these services. This is the primary purpose for which the institution was formed. Additionally, the institution provides the necessary auxiliary services (housing, meal plans, etc.) to support the needs of students. 71745579 true true false false false false false false false true true true false false true true true false true false false false false true false false false false true true true false false false false false false true false false false false false false false false true false false false false true 152 0 true 1558 true false false false false false false false false 0 false false false false false false false false false false X 37 37 false false false false false true false true true false false false true true true true true true true false X Jennifer Ramm 2542955527 900 College St UMHB Box 8003 Belton TX 76513 Mrs Rose Wong 1.00 0.00 X 0 0 0 Mr Gordon Wiggers 1.00 0.00 X 0 0 0 Dr Stephen Walker 1.00 0.00 X 0 0 0 Rev Hallie Tolbert Jr 1.00 0.00 X 0 0 0 Mr Ricky Thompson 1.00 0.00 X 0 0 0 Mrs Jan Thomas 1.00 0.00 X 0 0 0 Mr Ernie Roberts 1.00 0.00 X 0 0 0 Mr Don Ringler 1.00 0.00 X 0 0 0 Dr Delia Quintanilla 1.00 0.00 X 0 0 0 Ms Mary Priest 1.00 0.00 X 0 0 0 Mrs Jane Potter 1.00 0.00 X 0 0 0 Mr Jack A Phelps 1.00 0.00 X 0 0 0 Mr James O'Barr 1.00 0.00 X 0 0 0 Mrs JoAn Musick-Dillard 1.00 0.00 X 0 0 0 Mr John Messer 1.00 0.00 X 0 0 0 Mr Drayton McLane III 1.00 0.00 X 0 0 0 Mrs Sue Mayborn 1.00 0.00 X 0 0 0 Mrs Jennifer Manning 1.00 0.00 X 0 0 0 Mrs Pam Manly 1.00 0.00 X 0 0 0 Mr Ryan Lindsey 1.00 0.00 X 0 0 0 Mr Eduardo Lara 1.00 0.00 X 0 0 0 Mr Carl Hudson 1.00 0.00 X 0 0 0 Mrs Betty Huber 1.00 0.00 X 0 0 0 Mr Glenn Hodge 1.00 0.00 X 0 0 0 Rev Jimmy Hinton 1.00 0.00 X 0 0 0 Mrs Leska Hendricks 1.00 0.00 X 0 0 0 Rev Mike Harkrider 1.00 0.00 X 0 0 0 Mr Robert Galligan 1.00 0.00 X 0 0 0 Dr Perry Fulcher 1.00 0.00 X 0 0 0 Mrs Camille Dillard 1.00 0.00 X 0 0 0 Mr Rod Deyoe 1.00 0.00 X 0 0 0 Rev Andy Davis 1.00 0.00 X 0 0 0 Mr John Mark Covin 1.00 0.00 X 0 0 0 Dr Travis Burleson 1.00 0.00 X 0 0 0 Mr Ted Bartley 1.00 0.00 X 0 0 0 Mr Steve Barksdale 1.00 0.00 X 0 0 0 Mr Vincent Arriaga 1.00 0.00 X 0 0 0 Steve Theodore 40.00 0.00 X 232243 0 49516 Jennifer L Ramm 40.00 0.00 X 183882 0 26824 Randal G O'Rear 40.00 0.00 X 372339 0 105528 Steven L Oldham 40.00 0.00 X 215502 0 19862 Edward E Martin 40.00 0.00 X 219787 0 34489 Brent E Davison 40.00 0.00 X 174546 0 38963 Cliffa A Foster 40.00 0.00 X 130135 0 17465 James R King 40.00 0.00 X 133241 0 24793 Sharon S Souter 40.00 0.00 X 131612 0 26074 William G Tanner 40.00 0.00 X 136044 0 10132 Marlene M Zipperlen 40.00 0.00 X 139252 0 25707 2068583 379353 28 false true false Turner Construction 2001 N Lamar Ste 100 Dallas TX 75202 Construction 8484070 Sodexo Services of Texas PO Box 352 Buffalo NY 142400352 Food Service 1903202 RT Schneider Construction PO Box 876 Belton TX 76513 Construction 1918243 Populous Inc 300 Wyandotte Ste 200 Kansas City MO 64105 Architect 1923063 Bartlett Cocke LLC 8706 Lockway San Antonio TX 78217 Construction 17345475 23 275000 377062 12434751 13086813 Tuition & Fees 67404950 67404950 Student Related Charges 3043296 3043296 Auxiliary Enterprises 9945376 9945376 80393622 4355921 4355921 0 0 0 12166595 11991667 174928 174928 174928 0 0 0 0 98011284 80393622 4530849 0 17780263 17780263 0 0 1601191 641024 579540 380627 0 26484721 23150625 2375921 958175 1434703 1328130 76410 30163 4232808 3334007 586806 311995 1947757 1712749 166135 68873 0 182560 58435 124125 46050 46050 0 20899 20899 0 3239789 3239789 227636 160807 44221 22608 2314426 1824790 277455 212181 0 0 2590852 2529312 61540 2102537 1934020 91520 76997 0 144262 117967 17851 8444 1946700 1946700 0 5523035 5523035 487239 487239 Bookstore Purchases 1360812 1360812 Services 2730973 2151294 471915 107764 Other 3366509 2464581 858522 43406 0 79765722 71745579 5778011 2242132 151481 505299 35673277 14974811 9883152 8752205 1238266 1758286 0 0 1383641 1219359 560717 490482 250342 312305 192240841 53369254 92816640 138871587 0 87724265 98693337 0 0 235495 279734 229917276 265857405 11689146 13581798 782541 2359697 50175239 56527142 71869 27188 13539053 13310640 76257848 85806465 X 82844455 102450205 31287353 36842667 39527620 40758068 153659428 180050940 229917276 265857405 X 18245562 8539667 -393717 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 59550762 1242547 9401666 -1999809 68195166 63096461 1119737 -2583398 -2082038 59550762 54043017 895513 9935476 -1778245 63096461 50353670 1165373 4348946 -1824272 54043717 65932644 2829699 -16524323 -1884350 50353670 0.13000 0.57000 0.30000 false false false 5374628 5374628 111032647 30279297 80753350 26503035 17717584 8785451 49330531 5372373 43958158 138871587 98693337 Student Loans Refundable 1259783 Annuities Payable 1500169 Accrued Post-Retirement Benefits 10550688 13310640 X 88770688 8539667 -17780263 -9240596 98011284 98011284 62379176 53328 340389 393717 61985459 17780263 17780263 79765722 Part XII, Line 4b Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S Reclass of Scholarships/Discounts $17780263 Part XII, Line 2d Part XII, Line 2d: Other expenses and losses per audited F/S Post-retirement Benefit Changes $188965 Present Value Adjustments to Annuities $151424 Part X Part X : FIN48 Footnote University of Mary Hardin-Baylor is exempt from income tax under Section 501(c)(3) of the Internal Revenue Code. University of Mary Hardin-Baylor has been classified as an organization that is not a private foundation under the Tax Reform Act of 1969 and contributions to it qualify for deduction as charitable contributions; accordingly, no provision for taxes has been made in the financial statements. The University is liable for any federal income taxes resulting from certain unrelated business income. For fiscal years 2013 and 2012, there was no liability for any federal income tax resulting from unrelated business income.The University recognizes interest accrued on and penalties related to unrecognized tax benefits in tax expense. During the years ended May 31, 2013 and 2012, the University recognized no interest and penalties. true true true true true true true false false false false false false false false true false true Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized UMHB publishes its nondiscrimination policy on website, catalog, student handbook, and on application for admission. During registration period, UMHB publishes in local newspapers. Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental Agency UMHB receives scholarship grants from federal agencies and the state of Texas to assist students with their costs of education. UMHB participates in the direct loan program which provides students federal subsidized loans to assist with their educational costs. X X X X true Harvey-Daco Inc PO Box 7155 Waco TX 76714 Promo Material false 5843 Concentus Media 718 S 17th St Temple TX 76504 Campaign Video false 7074 The Pursuant Gr 5151 Belt Line Dallas TX 75254 Campaign Video false 7982 20899 TX true 0 0 Scholarships, Various Students 2878 17780263 Grantmaker's Description of How Grants are Used For all scholarship funds, Financial Aid has established specific criteria for eligibility and selection. The eligibility requirements are documented and monitored for compliance. Scholarships are credited to student tuition bills. X X X X true true X X X X X false false false false false false false true false false Steven L Oldham 194760 20742 19476 386 235364 Steve Theodore 209697 22546 21040 28476 281759 Sharon S Souter 125300 6312 13112 12962 157686 Randal G O'Rear 317167 48807 6365 24536 80992 477867 Marlene M Zipperlen 138126 1126 13545 12162 164959 Jennifer L Ramm 165649 18233 15518 11306 210706 James R King 130183 2540 518 9671 15122 158034 Edward E Martin 188987 30800 19667 14822 254276 Brent E Davison 156486 9660 8400 3193 35770 213509 Sch J, Part I, Line 7 Part I, Line 7: Non-Fixed payments not listed above From time to time, the University provides discretionary flexible compensation to administrators, faculty and staff. Any discretionary compensation is evaluated and approved by independent parties. Sch J, Part I, Line 1a Part I, Line 1a: Relevant information in regards to selections on 1a. The President is contractually required to live in on-campus housing. The value of employer-provided home is included in Schedule J, Part II Column D - Nontaxable Benefits. D Milford Higher Ed Corp 752383037 2013-05-21 10000000 Construct campus facilities false false false C Milford Higher Ed Corp 752383037 2012-05-22 10000000 Construct campus facilities false false false B Milford Higher Ed Corp 752383037 2011-12-06 10000000 Construct campus facilities false false false A Crawford Higher Edu Corp 721536594 2010-12-15 10000000 Construct campus facilities false false false D 231888 10000000 45500 9954500 2013 false false true true C 345656 10000000 51500 9948500 2012 false false true true B 360572 10000000 65530 9934470 2012 false false true true A 975281 10000000 49000 9951000 2011 false false true true D false false false false true false false C false false false false true false false B false false false false true false false A false false false false true false false D false true true Frost Capital 20.0000 true false false false false C false true true Frost Capital 20.0000 true false false false false B false true true Frost Capital 20.0000 true false false false false A false true true Frost Capital 15.0000 true false false false false D true C true B true A true D Crawford Higher Edu Corp 721536594 2010-02-25 6000000 Construct campus facility false false false C Crawford Higher Edu Corp 721536594 2009-07-15 5000000 Construct campus facility false false false B Roman Forest Higher Educaiton Facilities Corp 200431603 2002-12-31 10000000 Construct campus facility false false false A Wallis Higher Education Facilities Corporation 760599530 2005-01-18 6000000 Construct campus facility false false false D 1529800 6000000 52000 5948000 2010 false false true true C 532000 5000000 61728 4938272 2012 false false true true B 3789863 10000000 10000000 2003 false false true true A 2707798 6000000 6000000 2006 false false true true D false false false false true false false C false false false false true false false B false false false false true false false A false false false false true false false D false true true Frost Capital 10.0000 true false false false false C false true true Frost Capital 10.0000 true false false false false B false true true Bank of America 20.0000 true false false false false A false true true Bank of America 15.0000 true false false false false D true C true B true A true 64678 Dis. Tuition Edu. Assistance 8900 Merit Schol. Edu. Grant Form 990, Part XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Decreases Present Value Adjustments to Annuities = -$151424 Form 990, Part XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Decreases Post-retirement Benefit Changes = -$188965 Form 990, Part XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Decreases Loss on disposal of assets = -$42812 Form 990, Part XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Decreases Loan cancellation & loss provisions = -$10516 Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The governing documents, policies, and financial statements of University of Mary Hardin-Baylor are made available upon request. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The compensation of the President is reviewed, approved, and documented by the Executive Committee of the Board of Trustees annually. The Executive Committee utilizes comparability data in its review. The compensation of other officers and key employees is determined by the President. Compensation data of all officers and key employees is benchmarked on a periodic basis. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts 12 b, 12c) Written conflict of interest disclosure statements are required for all trustees, university officers, and key employees. All disclosure statements are reviewed by Board chair and administration. All potential conflicts of interest are raised by officers, trustees, and key employees in accordance with conflict of interest policy. Depending on the potential conflict, restrictions are enforced to eliminate or mitigate the conflict of interest. Form 990, Part VI, Line 11b Form 990, Part VI, Line 11b: Form 990 Review Process Prior to filing, Form 990 is provided to the Executive Committee and Audit Sub-Committee of the Board of Trustees. UMHB Foundation 900 College Street Box 8003 Belton TX 76513 742052543 Benefit UMHB TX 501(c)(3) Private Foundation University of Mary Hardin-Baylor false false false true false false false false false false false false false false false false false false false false UMHB Foundation c 275000 Cash Gift