ST EDWARDS UNIVERSITY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ST EDWARDS UNIVERSITY (EIN 74-1109641)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-03
- IRS object ID
- 201241299349300534
- Schema version
- 2010v3.4
- 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 I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-03T09:42:01-07:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741109641 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST EDWARDS UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STED | NameControl |
| Phone | 5124488400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 S Congress Avenue | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 787046489 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Rhonda Cartwright | Name |
| Title | V P of Financial Affairs | Title |
| Phone | 5124488400 | Phone |
| Date Signed | 2012-05-02 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Dr George Martin | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 South Congress Ave | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78704 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 141956265 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | http://www.stedwards.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1969 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | To provide a culturally diverse student body with an education that achieves a balance among the humanities, the sciences and the professions. We prepare graduates through training in critical and creative thinking as well as moral reasoning, to analyze problems, propose solutions and make responsible decisions. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 32 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 32 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2318 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4337193 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7867364 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 118510931 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 129736842 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2071977 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4165316 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1126828 | OtherRevenuePriorYear |
| Other Revenue Current Year | 186743 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 126046929 | TotalRevenuePriorYear |
| Total Revenue Current Year | 141956265 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 31481764 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 33257035 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 54038191 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 58601886 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2201399 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 35603011 | OtherExpensePriorYear |
| Other Expenses Current Year | 38873993 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 121122966 | TotalExpensesPriorYear |
| Total Expenses Current Year | 130732914 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4923963 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 11223351 | RevenuesLessExpensesCY |
| Total Assets BOY | 244436347 | TotalAssetsBOY |
| Total Assets EOY | 259166008 | TotalAssetsEOY |
| Total Liabilities BOY | 116181760 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 113800061 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 128254587 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 145365947 | NetAssetsOrFundBalancesEOY |
| Mission Description | To provide a culturally diverse student body with an education that achieves a balance among the humanities, the sciences and the professions. To make graduates competent in a chosen discipline and to help them understand and appreciate the contributions of other disciplines. To promote excellence in teaching and learning in an environment that encompasses the campus classroom, student life programs and the broader community. To prepare graduates through training in critical and creative thinking as well as moral reasoning, to analyze problems, propose solutions and make responsible decisions. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 119640249 | Expense |
| Grants | 33257035 | Grants |
| Revenue | 129736842 | Revenue |
| Description | Higher Education: The purpose of the organization's program services is to educate students by providing instruction; support to academic programs through such services as counseling, library facilities, athletics, campus activities for students, etc. and by providing students with residence halls, dining and bookstore services in support of the educational mission. The university served 5454 students in this reporting period. | Description |
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 119640249 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 260 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2318 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | FR | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 32 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 32 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 1 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Edwards University | BusinessNameLine1 |
| Business Name Line2 | Att Rhonda Cartwright Vice President for Financial Affairs | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5124488400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 S Congress Ave | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 787046489 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (54 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| John Mooney | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Sister Amata Miller | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Marilyn L ONeill | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Duncan Knapp Underwood | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Kevin OConnor | ||||||||
| Chair Board Member | 1 | X | 0 | 0 | 0 | |||
| Kevin J Koch | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Theodore R Popp | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| J William Sharman Jr | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| F Gary Valdez | ||||||||
| Secretery Board Member | 1 | X | 0 | 0 | 0 | |||
| Brother Richard Daly | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Timothy F Gavin | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| John H Bauer | ||||||||
| Vice Chair Board Member | 1 | X | 0 | 0 | 0 | |||
| Victor Miramontes | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Jim A Smith | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Margie Diaz Kintz | ||||||||
| Treasurer Board Member | 1 | X | 0 | 0 | 0 | |||
| Peter Winstead | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Carolyn Lewis Gallagher | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Patricia Berrier Munday | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Brother Richard Gilman | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Monsignor Elmer Holtman | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Edward E Leyden | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Brother Donald Blauvelt CSC | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Donna Van Fleet | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Ian J Turpin | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Melba Whatley | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Margaret Crahan | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Brother James Branigan | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Thomas Carter | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Judge Wilford Flowers | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Joseph Lucci III | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| The Most Reverend John McCarthy | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Rev Thomas O'Hara | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Bhuban R Pandey | ||||||||
| Assoc. VP Institutional Effectiveness & Research | 40 | 106310 | 0 | 21004 | X | |||
| Michael Larkin | ||||||||
| Vice President University Advancement | 40 | 243111 | 0 | 23342 | X | |||
| Donna M Jurick SND | ||||||||
| Exec Vice President & Provost | 40 | 0 | 0 | 5762 | X | |||
| George E Martin | ||||||||
| President | 40 | 520976 | 0 | 87644 | X | |||
| Katherine Paige Booth | ||||||||
| VP Marketing & Enrollment Management | 40 | 221794 | 0 | 33106 | X | |||
| Sandra L Pacheco | ||||||||
| Vice President Student Affairs | 40 | 136794 | 0 | 17204 | X | |||
| Doris Constantine | ||||||||
| Assoc.VP Student Financial Services | 40 | 105065 | 0 | 26909 | X | |||
| Tracy L Manier | ||||||||
| Assoc. VP, Dean Undergraduate Admissions | 40 | 104677 | 0 | 27362 | X | |||
| Rhonda D Cartwright | ||||||||
| Vice President Financial Affairs | 40 | 256533 | 0 | 23825 | X | |||
| Thomas Matthew Evans | ||||||||
| Assoc VP Professional Ed & Global Initiatives | 40 | 124186 | 0 | 30790 | X | |||
| David Waldron | ||||||||
| Vice President Information Technology | 40 | 173224 | 0 | 12280 | X | |||
| Lisa Kirkpatrick | ||||||||
| Assoc. VP & Dean of Students | 40 | 91400 | 0 | 14874 | X | |||
| Molly Minus | ||||||||
| Assoc. VP for Academic Affairs | 40 | 121216 | 0 | 23128 | X | |||
| Kippi Griffith | ||||||||
| Assoc VP Alumni & Parent Programs | 40 | 89666 | 0 | 23894 | X | |||
| Joseph DeMedeiros | ||||||||
| Assoc Vice President Advancement | 40 | 103556 | 0 | 13134 | X | |||
| Barton Glaser | ||||||||
| Assoc. VP Financial Affairs | 40 | 27705 | 0 | 622 | X | |||
| Marianne F Hopper | ||||||||
| Professor, Dean University Programs | 40 | 125538 | 0 | 10164 | X | |||
| Marsha C Kelliher | ||||||||
| Professor Management and Business | 40 | 131243 | 0 | 27051 | X | |||
| Aundrea Kay Guess | ||||||||
| Professor | 40 | 129734 | 0 | 15216 | X | |||
| Carolyn Conn | ||||||||
| Professor | 40 | 126617 | 0 | 15381 | X | |||
| Deborah Zimmerman | ||||||||
| Acting Director Human Resources | 40 | 122332 | 0 | 2862 | X | |||
| Robert A Manzer | ||||||||
| Vice President Academic Affairs | 40 | 121773 | 0 | 17051 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3183450 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 472605 | TotalOtherCompensation |
| Number Individuals GT100 K | 53 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | Address Line2AddressOfContractor/AddressUS/AddressLine2 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|---|
| Bon Appetit | ||||||
| 91337 Collections Drive | PO Box 91337 | Chicago | IL | 60693 | Food Services | 4025302 |
| Flintco Inc | ||||||
| 5316 W Highway 290 | Ste 480 | Austin | TX | 78735 | Construction | 1246036 |
| Elliance Inc | ||||||
| 600 River Ave | Pittsburgh | PA | 15212 | Marketing Consultant | 511024 | |
| Echelon Holding Ltd | ||||||
| 1005 Congress Ave | Austin | TX | 78701 | Property Management | 505541 | |
| Wortham Insurance and Risk Management | ||||||
| 221 West Sixth Street | Suite 1400 | Austin | TX | 78701 | Insurance Broker | 488093 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 24 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 1827296 | GovernmentGrants |
| All Other Contributions | 6040068 | AllOtherContributions |
| Noncash Contributions | 1054465 | NoncashContributions |
| Total Contributions | 7867364 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Tuition, Fees, Auxiliary Serv Revenues | Description |
| Business Code | 611310 | BusinessCode |
| Total Revenue Column | 129736842 | TotalRevenueColumn |
| Related Or Exempt Function Income | 129736842 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 129736842 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1723042 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,723,042 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 47312 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 47312 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47312 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $47,312 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2442274 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2442274 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2442274 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,442,274 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Insurance Claim Recoveries | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 89970 | TotalRevenueColumn |
| Related Or Exempt Function Income | 89970 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 49461 | TotalRevenueColumn |
| Related Or Exempt Function Income | 49461 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 139431 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 141956265 | TotalRevenueColumn |
| Related Or Exempt Function Income | 129876273 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,212,628 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33257035 | Total |
| Program Services | 33257035 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3562704 | Total |
| Program Services | 1684131 | ProgramServices |
| Management And General | 1361122 | ManagementAndGeneral |
| Fundraising | 517451 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44019536 | Total |
| Program Services | 39251324 | ProgramServices |
| Management And General | 4018167 | ManagementAndGeneral |
| Fundraising | 750045 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2165519 | Total |
| Program Services | 2078765 | ProgramServices |
| Management And General | 53242 | ManagementAndGeneral |
| Fundraising | 33512 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5735124 | Total |
| Program Services | 4754335 | ProgramServices |
| Management And General | 860186 | ManagementAndGeneral |
| Fundraising | 120603 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3119003 | Total |
| Program Services | 2750356 | ProgramServices |
| Management And General | 253463 | ManagementAndGeneral |
| Fundraising | 115184 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93134 | Total |
| Program Services | 4025 | ProgramServices |
| Management And General | 86109 | ManagementAndGeneral |
| Fundraising | 3000 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127698 | Total |
| Management And General | 127698 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122088 | Total |
| Program Services | 122088 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170709 | Total |
| Program Services | 170709 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1005151 | Total |
| Program Services | 979975 | ProgramServices |
| Management And General | 17801 | ManagementAndGeneral |
| Fundraising | 7375 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4872669 | Total |
| Program Services | 3685450 | ProgramServices |
| Management And General | 953947 | ManagementAndGeneral |
| Fundraising | 233272 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1053740 | Total |
| Program Services | 862376 | ProgramServices |
| Management And General | 190537 | ManagementAndGeneral |
| Fundraising | 827 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7028701 | Total |
| Program Services | 6417520 | ProgramServices |
| Management And General | 597294 | ManagementAndGeneral |
| Fundraising | 13887 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1712366 | Total |
| Program Services | 1491155 | ProgramServices |
| Management And General | 139435 | ManagementAndGeneral |
| Fundraising | 81776 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 905620 | Total |
| Program Services | 803208 | ProgramServices |
| Management And General | 82786 | ManagementAndGeneral |
| Fundraising | 19626 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5289433 | Total |
| Program Services | 5096741 | ProgramServices |
| Management And General | 192692 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7488390 | Total |
| Program Services | 6726662 | ProgramServices |
| Management And General | 761728 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 917859 | Total |
| Program Services | 56542 | ProgramServices |
| Management And General | 861317 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Contract, Technical,Other Labor Expense | 2608023 | 2247088 | 323650 | 37285 |
| Allocate Computer Center Expenses | 0 | 1495134 | -1533156 | 38022 |
| Contingency Expenses | 1365657 | 1365657 | 0 | 0 |
| Allocate Telephone Expenses | 0 | 524352 | -537686 | 13334 |
| Special Events | 1152105 | 933096 | 27827 | 191182 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2960650 | Total |
| Program Services | 2882525 | ProgramServices |
| Management And General | 53107 | ManagementAndGeneral |
| Fundraising | 25018 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130732914 | Total |
| Program Services | 119640249 | ProgramServices |
| Management And General | 8891266 | ManagementAndGeneral |
| Fundraising | 2201399 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15965500 | BOY |
| EOY | 18623946 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2224561 | BOY |
| EOY | 2445898 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2574492 | BOY |
| EOY | 7405166 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2089350 | BOY |
| EOY | 1823131 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1445652 | BOY |
| EOY | 1455812 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 227383539 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 65229112 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167559847 | BOY |
| EOY | 162154427 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48592836 | BOY |
| EOY | 61043211 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3485012 | BOY |
| EOY | 3701579 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 499097 | BOY |
| EOY | 512838 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 244436347 | BOY |
| EOY | 259166008 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8878795 | BOY |
| EOY | 8904070 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5820799 | BOY |
| EOY | 5718352 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93918500 | BOY |
| EOY | 92167500 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7563666 | BOY |
| EOY | 7010139 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116181760 | BOY |
| EOY | 113800061 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84494208 | BOY |
| EOY | 94143647 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13427640 | BOY |
| EOY | 18994469 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30332739 | BOY |
| EOY | 32227831 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128254587 | BOY |
| EOY | 145365947 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 244436347 | BOY |
| EOY | 259166008 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 11223351 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 5888009 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $122,088 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 122088 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchC_P2B_S00_L01 | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1 | ReturnReference |
| Explanation | The university engages an outside lobbying firm to provide strategic advice and counsel to the university pertaining to important issues before Congress and the Administration that may affect the organization. The firm contacts elected officials, their staff and key Congressional Committees on behalf of the university. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 45178458 | BeginningOfYearBalance |
| Contributions | 2487913 | Contributions |
| Investment Earnings Or Losses | 9221882 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 588170 | GrantsOrScholarships |
| Other Expenditures | 1280394 | OtherExpenditures |
| Administrative Expenses | 170708 | AdministrativeExpenses |
| End Of Year Balance | 54848981 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 41720070 | BeginningOfYearBalance |
| Contributions | 513849 | Contributions |
| Investment Earnings Or Losses | 4603824 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 432739 | GrantsOrScholarships |
| Other Expenditures | 1087510 | OtherExpenditures |
| Administrative Expenses | 139036 | AdministrativeExpenses |
| End Of Year Balance | 45178458 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 57218963 | BeginningOfYearBalance |
| Contributions | 975638 | Contributions |
| Investment Earnings Or Losses | -13469625 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1206665 | GrantsOrScholarships |
| Other Expenditures | 1502963 | OtherExpenditures |
| Administrative Expenses | 295278 | AdministrativeExpenses |
| End Of Year Balance | 41720070 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.3047 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.5876 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.1077 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 3479883 | OtherCostOrOtherBasis |
| Book Value | 3479883 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 180545440 | OtherCostOrOtherBasis |
| Depreciation | 39924206 | Depreciation |
| Book Value | 140621234 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 28212881 | OtherCostOrOtherBasis |
| Depreciation | 18712423 | Depreciation |
| Book Value | 9500458 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 15145335 | OtherCostOrOtherBasis |
| Depreciation | 6592483 | Depreciation |
| Book Value | 8552852 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 162154427 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Unamortized Bond Premium | $712,712 |
| US Government Grants Refundable | $1,784,888 |
| Other Liabilities | $4,512,539 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7010139 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The university's endowment funds are used to provide scholarships and support university programs in the furtherance of the educational mission. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | The university follows accounting guidance related to accounting for uncertain income tax positions. As required by the guidance, the university recognizes in its financial statements the financial effects of a tax position, if that position is more likely than not of being sustained upon examination, including resolution of any appeals or litigation processes, based upon the technical merits of the position. The university recognizes the potential accrued interest and penalties related to unrecognized tax benefits within general institutional expenses. Tax positions taken related to the university's tax exempt status, unrelated business activities taxable income and the deductibility of expenses and other miscellaneous tax positions have been reviewed and management is of the opinion that material positions taken by the university would more likely than not be sustained by examination. Accordingly, the university has not recorded an income tax liability for uncertain tax positions. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 1 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchE_P01_S00_L03 | Schedule E, Part I, Line 3 | All responses to public inquiry concerning admissions and financial aid requirements are met with literature; such as catalogues, brochures and applications that have the organization's non-discriminatory policy clearly stated. Advertisements for the organization typically are for course offerings of the current semester. A statement of non-discriminatory policy is stated in each advertisement. |
| SchE_P01_S00_L06 | Schedule E, Part I, Line 6 | The university administers various student financial aid programs including SEOG, College Work Study and National Direct Student Loans. The university is also involved in various educational programs for which funds are received from both State and Federal agencies. In the past, the university had received financial aid funding from the Law Enforcement Assisting Agency (LEAA) for students enrolled in the Criminal Justice program. Certain years of the program have been reviewed by the LEAA and the agency claims the university did not comply with the guidelines' and demanded a refund of certain amounts. A settlement was reached with the Department of Justice. The university was suspended from receiving further funds from the LEAA. This suspension was rescinded in 1975. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Europe (including Iceland and Greenland) | 1 | 5 | Program Services | Educational and cultural activities for organization's students and local residence students | 1354000 |
| East Asia and the Pacific | 0 | 0 | Program Services | Educational and cultural activities for organization's students | 74000 |
| Central America and the Caribbean | 0 | 0 | Program Services | Educational and cultural activities for organization's students | 47000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 5 | TotalNumberOfEmployees |
| Total Amount Spent | 1475000 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchF_P01_S00_L03 | Identifier |
| Return Reference | Schedule F, Part I, Line 3 | ReturnReference |
| Explanation | Column (f): The University uses the accrual method of accounting. For the European region, cash disbursements are made by cash payment, check, wire transfer and direct charges against funds on deposit at a financial institution. For the Central America and East Asia and the Pacific regions, cash disbursements are made by cash payment, check and wire transfer. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships to students | TypeOfGrant |
| Number Of Recipients | 3649 | NumberOfRecipients |
| Amount Of Cash Grant | 33257035 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | St. Edward's University's Office of Student Financial Services monitors the use of grant funds through the following procedures: Enrollment Committee - The Enrollment Committee reviews awarding and renewal policies for the university grants and scholarships and establishes freshmen and transfer enrollment goals along with the financial aid packaging strategy necessary to achieve these goals. The committee engages a nationally recognized leader in the enrollment management consulting field to assist in the establishment and monitoring of freshmen and transfer enrollment goals and financial aid packaging. Each committee member and other key university personnel receive weekly reports throughout the financial aid awarding cycle. The Enrollment Committee is comprised of the Vice President for Academic Affairs, Vice President for Marketing and Enrollment Management, Vice President for Financial Affairs (ex-officio), Associate Vice President for Student Financial Services and Associate Vice President for Undergraduate Admission. Compliance and Funds Management - The enterprise software database used to administer financial aid, (This includes all funding sources for grants and scholarships; university, federal, state, local and private sources.) has a comprehensive compliance function. The Compliance and Funds Management Modules allow for staff to add additional functionality as necessary. The compliance function identifies grant and scholarship offers that fail to meet awarding criteria and prevents financial aid from being applied to a student if the student does not meet the disbursing criteria. The funds management function ensures the financial aid records and university general ledger records reconcile with each other. Further monitoring is accomplished through numerous reports specific to financial aid identifying codes, the individual types of grants the various forms of grants and individual funding sources. Annual Independent Audits - Annual audits are performed by an independent public accounting firm who render an opinion as to whether federal and certain state funded financial aid programs are exercised in compliance with applicable laws and regulations governing said programs. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| George E Martin | |||||||||||||
| 374449 | 0 | 37500 | 0 | 109027 | 0 | 65883 | 0 | 25745 | 0 | 612604 | 0 | 0 | 0 |
| Rhonda D Cartwright | |||||||||||||
| 246701 | 0 | 0 | 0 | 9832 | 0 | 9008 | 0 | 15024 | 0 | 280565 | 0 | 0 | 0 |
| David Waldron | |||||||||||||
| 160669 | 0 | 0 | 0 | 12555 | 0 | 0 | 0 | 13691 | 0 | 186915 | 0 | 0 | 0 |
| Katherine Paige Booth | |||||||||||||
| 220794 | 0 | 0 | 0 | 1000 | 0 | 16020 | 0 | 17359 | 0 | 255173 | 0 | 0 | 0 |
| Sandra L Pacheco | |||||||||||||
| 136117 | 0 | 0 | 0 | 677 | 0 | 9774 | 0 | 7598 | 0 | 154166 | 0 | 0 | 0 |
| Michael Larkin | |||||||||||||
| 242111 | 0 | 0 | 0 | 1000 | 0 | 17112 | 0 | 6437 | 0 | 266660 | 0 | 0 | 0 |
| Thomas Matthew Evans | |||||||||||||
| 123528 | 0 | 0 | 0 | 658 | 0 | 9504 | 0 | 21534 | 0 | 155224 | 0 | 0 | 0 |
| Marsha C Kelliher | |||||||||||||
| 130558 | 0 | 0 | 0 | 685 | 0 | 9880 | 0 | 17446 | 0 | 158569 | 0 | 0 | 0 |
| Robert A Manzer | |||||||||||||
| 114902 | 0 | 0 | 0 | 6871 | 0 | 0 | 0 | 17223 | 0 | 138996 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | Dr. George Martin, President, received a housing allowance per employment contract. |
| SchJ_P01_S00_L04 | Schedule J, Part I, Line 4 | George E. Martin: The University established a non-qualified deferred compensation plan under IRS section 457F for the purpose of providing a retirement benefit for the university president, George E. Martin. Under the terms of the plan, the university agreed to establish a non-vested retirement account in a financial institution of the university's selection in the name of the university on behalf of the president; make an annual contribution to the retirement account during the term of the plan; invest the account balance and distribute the account balance to the president in accordance with the occurrence of specific events. The president has no rights to or interest in the retirement account prior to the date the account becomes payable to the president under the terms and conditions set for in the plan. The president's right to the retirement benefits is non-vested and forfeitable prior to the payment date. The retirement account is the property of the university at all times prior to the payment date. The president will become 100 percent vested in and entitled to payment of the retirement account at his normal retirement date; upon termination for disability or death; other than cause and voluntary cause for good reason as defined. The president forfeits all interest in the retirement account in the event of termination for cause or voluntary termination for other than good reason as defined. |
| SchJ_P02_S00_L00 | Schedule J, Part II | George E. Martin: Included in Column B (iii) is a housing allowance of $45,000 and taxable reimbursements of $59,589. The payments of the taxable reimbursements and housing allowance were made pursuant to the terms of the contract with President Martin and the university. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| San Leanna Education Facilities Corp | |||||||
| 201275212 | 000000000 | 2004-06-04 | 10000000 | Construction and equipment for new dormitory facility and certain utility efficiency upgrades | 0 | 0 | 0 |
| San Leanna Education Facilities Corp | |||||||
| 201275212 | 000000000 | 2005-01-11 | 2917000 | Construction and equipment for new dormitory facility | 0 | 0 | 0 |
| San Leanna Education Facilities Corp | |||||||
| 201275212 | 000000000 | 2006-08-01 | 6963000 | Construction and equipment for new dormitory facility | 0 | 0 | 0 |
| San Leanna Education Facilities Corp | |||||||
| 201275212 | 79846PAX4 | 2007-06-21 | 75608063 | See Schedule K, Part V | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 693000 | 0 | 10103289 | 0 | 472051 | 0 | 98500 | 0 | 0 | 9532738 | 0 | 0 | 2005 | 0 | 0 | 1 | 1 |
| 45000 | 0 | 2952856 | 0 | 62143 | 0 | 35985 | 0 | 0 | 2854728 | 0 | 0 | 2005 | 0 | 0 | 1 | 1 |
| 545500 | 0 | 7133824 | 0 | 261961 | 0 | 92214 | 0 | 0 | 6779649 | 0 | 0 | 2007 | 0 | 0 | 1 | 1 |
| 1535000 | 0 | 79425672 | 0 | 4478234 | 0 | 288648 | 0 | 0 | 43964359 | 0 | 0 | 2009 | 0 | 1 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 1 |
| 0 | 0 | 1 | 0 | 1 | 0.032 | 0 | 0.032 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|
| Frost National Bank | ||||||||
| 0 | 1 | 1 | 28.5 | 1 | 0 | 0 | 0 | 1 |
| Frost National Bank | ||||||||
| 0 | 1 | 1 | 30.4 | 1 | 0 | 0 | 0 | 1 |
| Frost National Bank | ||||||||
| 0 | 1 | 1 | 28.4 | 1 | 0 | 0 | 0 | 1 |
| (no name) | ||||||||
| 0 | 0 | 0 | 0 | 0 | 1 | |||
Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchK_P01_S00_L00f | Schedule K, Part I, Column f | San Leanna Education Facilities Corp, CUSIP # 79846PAX4, Description of Purpose: Construction and equipment for new dormitory, parking & dining facilities. Partial advance refunding of bonds issued 9/30/1998 and 1/25/2001. |
| SchK_P02_S00_L03 | Schedule K, Part II, Line 3 | San Leanna Education Facilities Corp, Date Issued 06/04/2004, Row A, Issue Price $10,000,000: The issue price of $10,000,000 shown in Part I, Row A, Column (e) does not agree with Part II, Line 3, Column A because of the inclusion of interest income earned on the construction fund and capitalized interest fund in the amount of $103,289. This amount is included in Part II, Line 3, Column A but not included in the issue price shown in Part I, Row A, Column (e). San Leanna Education Facilities Corp, Date Issued 01/11/2005, Row B, Issue Price $2,917,000: The issue price of $2,917,000 shown in Part I, Row B, Column (e) does not agree with Part II, Line 3, Column B because of the inclusion of interest income earned on the construction fund and capitalized interest fund in the amount of $35,856. This amount is included in Part II, Line 3, Column B but not included in the issue price shown in Part I, Row B, Column (e). San Leanna Education Facilities Corp, Date Issued 08/01/2006, Row C, Issue Price $6,963,000: The issue price of $6,963,000 shown in Part I, Row C, Column (e) does not agree with Part II, Line 3, Column C because of the inclusion of interest income earned on the construction fund and capitalized interest fund in the amount of $170,824. This amount is included in Part II, Line 3, Column C but not included in the issue price shown in Part I, Row C, Column (e). San Leanna Education Facilities Corp, Date Issued 06/21/2007, CUSIP# 79846PAX4, Row D, Issue Price $75,608,063: Reconciliation of issue price of $75,608,063 shown in Part I, Row D, Column (e) to $79,425,672 shown in Part II, Line 3, Column D- Issue Price $75,608,063 Less: underwriters' discount (535,698) Add: accrued interest 06/01/2007 to 06/21/2007 206,102 Add: Investment income on escrow account, debt service account and construction account 4,151,625 Less: rebate credits 06/01/2008 to 06/21/2010 (4,420) Total Proceeds of Issue Part II, Line 3, Column D $79,425,672 |
| SchK_P03_S00_L04 | Schedule K, Part III, Line 4 | Column A - The private business use percentage excludes bond issuance costs of $98,500. If the issuance costs are included the percentage calculation, the private business use percentage would be 1%. Column B - The private business use percentage excludes bond issuance costs of $35,985. If the issuance costs are included from the percentage calculation, the private business use percentage would be 1.2%. Column C - The private business use percentage excludes bond issuance costs of $92,214. If the issuance costs are included from the percentage calculation, the private business use percentage would be 1.3%. Column D - The private business use percentage excludes bond issuance costs of $288,648. If the issuance costs are included from the percentage calculation, the private business use percentage would be 3.6%. |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 21435 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 175604 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Avg mkt val @ gift date | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 850000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Sale of comparable properties | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Podiums - 2 | 1 | 5201 | Invoice |
| X | Jewelry | 1 | 2225 | Appraisal |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L01a | Form 990, Part VI, Section A, Line 1a | The Executive Committee of the university is composed of at least five voting members of the Board of Trustees, including the officers of the Board and, ex officio, the President of St. Edward's University. Members of this Committee, other than the officers of the Board and the President, are appointed by the Chairperson of the Board, these appointments being ratified by vote of the full Board. The Executive Committee shall exercise all powers of the Board at such times as the Board is not in session, except that it shall not have the power to alter or revoke any previous order, resolution, or vote of a meeting of the Board unless specifically granted such power by the Board. It shall not have the power to elect or remove officers of the Board of Trustees, elect or remove the President of St. Edward's University, or to amend the charter or Bylaws of the Corporation. The Committee shall not act on matters properly the first responsibility of standing committees for review, study, and recommendation to it and/or to the Board, except in emergencies of consequence to St. Edward's University generally. The functions of this Committee shall also include evaluation of the stated mission and goals of the University, evaluation of the various programs of the University and ensuring that these are consistent with the mission and goals of the University. The Executive Committee shall have a standing subcommittee, appointed by the Chairperson of the Board, responsible for reviewing the compensation package of the President and recommending the same to the full committee. The subcommittee will also oversee the compensation packages of senior staff to assure compliance with applicable law, regulation and good practice. Regular and special meetings shall be at the call of the Chairperson or President or upon written request of any two voting Trustee members of the Committee. |
| F990_P06_S0A_L09 | Form 990, Part VI, Section A, Line 9 | Robert Manzer, 7902 El Dorado Dr., Austin, TX 78737 |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | The completed Form 990 is made available to the Fiduciary Committee of the Board of Trustees of the university via hardcopy or email prior to filing with the Internal Revenue Service. The Fiduciary Committee is responsible for the review and oversight of the University's financial statements and tax reporting. Financial statements and IRS Form 990, which are released to the public, are reviewed prior to filing and release of information. Financial statements and IRS Form 990 are available to all Board members after review by the Fiduciary Committee. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | St. Edward's University's Conflict of Interest Policy is applicable to all members of the university's Board of Trustees and Officers. A conflict is deemed to exist in the event that a Trustee, Officer or family member of either is affiliated with an organization that may transact business with the university. The policy defines "Trustee", "Officer", "family members" and "affiliation". Disclosure of any/all of these types of relationships or the appearance of such relationships is required to be made annually by September or as soon as a potential conflict arises. These disclosures are made in writing on the St. Edward's Conflict of Interest form and submitted to the Assistant to the President for Institutional Relations for trustees and to the Assistant to the President for Strategic Planning for university officers. After collecting the Conflict of Interest forms, the assistants provide the President and Chair of the Board with a report stating whether or not there are any conflicts. If any potential conflicts are disclosed, the appropriate assistant is to notify university's legal counsel. Counsel will in turn determine if an actual conflict exists. If a conflict is determined to exist with a trustee the matter is reported to the university President and Board Chair. If a conflict is determined to exist with a university officer, the matter is reported to the university President. In either case, the individual(s) receiving the report must take all appropriate action. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | For the university President and key employees, the university engages national search firms to solicit candidates who meet the established criteria for the open position. As part of the work performed by these firms, a salary range acceptable to the university is determined and compared to industry data. All work performed by the national firm is reviewed by an internally appointed search committee. Once individuals are hired, any increase in compensation for key employees is approved by the President. Compensation increases for the President is approved by the Board of Trustees. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The university makes the following items available to the general public: Governing Document - maintained on file in the university Library. Conflict of Interest Policy - maintained with the governing documents in the university Library. Financial Statements - included with the Form 990 on the Guidestar website - www2.guidestar.org |
| F990_P07_S0A_L01d | Form 990, Part VII, Section A, Line 1d | Donna M. Jurick SND is a member of the religious order of the Sisters of Notre Dame. Sister Jurick does not receive compensation from St. Edward's University; therefore, no Form W-2 is prepared or reported. Sister Jurick participates in St. Edward's University's medical and dental plan. The amounts reported on Part VII, Section A, Column F reflect the value of these benefits. George E. Martin: Included in Column [D] is a housing allowance of $45,000 and taxable reimbursements of $59,589. The payments of the taxable reimbursements and housing allowance were made pursuant to the terms of the contract with President Martin and the university. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Other changes to net assets as follows: Net unrealized gains on investments-$5,250,028. Gain related to change in fair market value of interest rate swaps-$637,981. Total other changes to net assets [increase] -$5,888,009 |
| F990_P12_S00_L02b | Form 990, Part XII, Line 2b | St. Edward's University, Inc. issued consolidated financial statements that are audited and opined by an independent certified public accountant prepared in accordance with GAAP and GAAS for the fiscal year ended June 30, 2011. The university's financial statements consolidate the financial activity of St. Edward's University, Inc. with the financial activity of The Catholic Cemetery Association of Austin, Inc. in which the university has a controlling and economic interest. The independent certified public accountant issued an unqualified opinion for the consolidated financial statements for the fiscal year ended June 30, 2011. In the accountant's opinion, based upon their audit and reports of other auditors, the consolidated financial statements presented fairly, in all material respects, the financial position of St. Edward's University, Inc. and its subsidiaries as of June 30, 2011 and changes in the net assets and cash flows for said year ended in conformity with accounting principles generally accepted in the United States of America. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Address Line1AddressForeign/AddressLine1 | Address Line2AddressForeign/AddressLine2 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Catholic Cemetery Association of Austin | ||||||||||||||||||
| 3650 South IH-35 | Austin | TX | 78704 | 741185658 | Private Cemetery | TX | 501C3 | 1 | N/A | 0 | ||||||||
| Saint Edwards University Association | ||||||||||||||||||
| Education | 0 | 0 | 0 | 3 Place Andre Leroy | BP 10808 | 49008 Angers | France | FR | CEDEX 01 | FR | Saint Edwards University Inc | |||||||
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Initiative for Global Education | BusinessNameLine1 |
| Business Name Line2 | C/O St Edward's University | BusinessNameLine2 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 South Congress Ave | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78704 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263683989 | EIN |
| Primary Activity | Education | PrimaryActivity |
| Legal Domicile State | TX | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Predominant Income Type | Related | PredominantIncomeType |
| Share Of Total Income | 0 | ShareOfTotalIncome |
| Share Of EOY Assets | 0 | ShareOfEOYAssets |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| Code V | $0 | CodeVAmount |
| General Or Managing Partner | 0 | GeneralOrManagingPartner |
| Percentage Ownership | 1 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Catholic Cemetery Association of Austin | ||
| r | 100000 | Fair Market Value |
| Saint Edwards University Association | ||
| o | 53906 | Fair Market Value |
| Saint Edwards University Association | ||
| q | 435025 | Fair Market Value |