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TEXAS CHRISTIAN UNIVERSITY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
TEXAS CHRISTIAN UNIVERSITY (EIN 75-0827465)
Tax period
2024-06-01 to 2025-05-31
Filed
2026-04-13
IRS object ID
202611039349301646
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-13T16:39:43+00:00ReturnTs
Tax Period End2025-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN920460586PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PWC US TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1655 New York Avenue NW Suite 110AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN750827465EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TEXAS CHRISTIAN UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTEXABusinessNameControlTxt
Phone8172575122PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1TCU BOX 297011AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP761290001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM J NUNEZPersonNm
Person TitleVC FINANCE AND ADMINISTRATIONPersonTitleTxt
Phone8172575115PhoneNum
Signature2026-04-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRAVIS L PATTONPreparerPersonNm
PTINP00369623PTIN
Phone2024141000PhoneNum
Preparation2026-04-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1VICTOR J BOSCHINIBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1TCU BOX 297011AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP761290001ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,345,860,788GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.TCU.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1900FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionTEXAS CHRISTIAN UNIVERSITY IS AN INSTITUTION OF HIGHER EDUCATION WHICH INCLUDES NINE MAJOR ACADEMIC UNITS. INSTRUCTION IS FOR 12,938 STUDENTS.ActivityOrMissionDesc
Voting Members Governing Body49VotingMembersGoverningBodyCnt
Voting Members Independent47VotingMembersIndependentCnt
Total Employee6795TotalEmployeeCnt
Total Volunteers10500TotalVolunteersCnt
Total Gross UBI$14,645,892TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$1,971,013NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$104,681,963PYContributionsGrantsAmt
CY Contributions Grants$89,902,112CYContributionsGrantsAmt
PY Program Service Revenue$870,013,589PYProgramServiceRevenueAmt
CY Program Service Revenue$948,748,377CYProgramServiceRevenueAmt
PY Investment Income$202,560,857PYInvestmentIncomeAmt
CY Investment Income$190,718,423CYInvestmentIncomeAmt
PY Other Revenue$21,006,275PYOtherRevenueAmt
CY Other Revenue$20,649,741CYOtherRevenueAmt
PY Total Revenue$1,198,262,684PYTotalRevenueAmt
CY Total Revenue$1,250,018,653CYTotalRevenueAmt
PY Grants And Similar Paid$317,091,998PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$345,077,090CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$375,733,271PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$403,289,678CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$3,502,522PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$339,347CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$17,722,181CYTotalFundraisingExpenseAmt
PY Other Expenses$336,653,753PYOtherExpensesAmt
CY Other Expenses$342,939,962CYOtherExpensesAmt
PY Total Expenses$1,032,981,544PYTotalExpensesAmt
CY Total Expenses$1,091,646,077CYTotalExpensesAmt
PY Revenues Less Expenses$165,281,140PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$158,372,576CYRevenuesLessExpensesAmt
Total Assets BOY$4,667,610,108TotalAssetsBOYAmt
Total Assets EOY$4,881,798,177TotalAssetsEOYAmt
Total Liabilities BOY$1,223,040,417TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,212,705,842TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,444,569,691NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,669,092,335NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTEXAS CHRISTIAN UNIVERSITY IS AN INSTITUTION OF HIGHER EDUCATION WHICH INCLUDES NINE MAJOR ACADEMIC UNITS: LIBERAL ARTS, SCIENCE AND ENGINEERING, BUSINESS, EDUCATION, FINE ARTS, COMMUNICATION, HONORS, NURSING AND HEALTH SCIENCES, AND THE ANNE BURNETT MARION SCHOOL OF MEDICINE. TCU'S MISSION STATEMENT IS "TO EDUCATE INDIVIDUALS TO THINK AND ACT AS ETHICAL LEADERS AND RESPONSIBLE CITIZENS IN THE GLOBAL COMMUNITY." OUR VISION IS TO CREATE A WORLD-CLASS, VALUES-CENTERED UNIVERSITY EXPERIENCE FOR OUR STUDENTS. OUR CORE VALUES ARE ACADEMIC ACHIEVEMENT, PERSONAL FREEDOM AND INTEGRITY, THE DIGNITY AND RESPECT OF THE INDIVIDUAL, AND A HERITAGE OF INCLUSIVENESS, TOLERANCE, AND SERVICE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$595,533,661ExpenseAmt
Grant$345,077,090GrantAmt
Revenue$783,288,946RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$185,827,500ExpenseAmt
Revenue$62,204,966RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$93,695,776ExpenseAmt
Revenue$89,090,827RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$85,807,722ExpenseAmt
Revenue$13,327,877RevenueAmt
DescSEE SCHEDULE ODesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$85,807,722TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$13,327,877TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$960,864,659TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (true)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document18534IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee6795EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members49GoverningBodyVotingMembersCnt
Independent Voting Member47IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHERYL KENNONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8172575115PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13101 BELLAIRE DR NAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76109ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (74 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Victor J Boschini Jr
Chancellor40.0Yes (X)Yes (X)$2,879,877$0$619,524
Adelaide D Royer
Trustee2.0Yes (X)$0$0$0
Alan D Friedman
Trustee2.0Yes (X)$0$0$0
Allie Beth McMurtry Allman
Trustee2.0Yes (X)$0$0$0
Amy Roach Bailey
Trustee2.0Yes (X)$0$0$0
Anita L Cox
Trustee2.0Yes (X)$0$0$0
Barry E Davis
Trustee2.0Yes (X)$0$0$0
Bradford L Cunningham
Trustee2.0Yes (X)$0$0$0
Brenda Almes Cline
Trustee2.0Yes (X)$0$0$0
Charles L Geren
Trustee2.0Yes (X)$0$0$0
Charlotte Scharbauer French
Trustee2.0Yes (X)$0$0$0
David P Purcell
Trustee2.0Yes (X)$0$0$0
Dee J Kelly Jr
Trustee2.0Yes (X)$0$0$0
Dr Frank H Moore III
Trustee2.0Yes (X)$0$0$0
Duer Wagner III
Trustee2.0Yes (X)$0$0$0
Edward A Clark
Vice Chair5.0Yes (X)$0$0$0
Elliott J Hill
Trustee2.0Yes (X)$0$0$0
F Howard Walsh III
Trustee2.0Yes (X)$0$0$0
G Hunter Enis
Trustee2.0Yes (X)$0$0$0
Glenton E Richards
Trustee2.0Yes (X)$0$0$0
Greg A Arnold
Trustee2.0Yes (X)$0$0$0
J Bryan King
Trustee4.0Yes (X)$0$0$0
James Rusty R Reid
Trustee2.0Yes (X)$0$0$0
Jan Tucker Scully
Trustee2.0Yes (X)$0$0$0
Joe D Briggs
Trustee2.0Yes (X)$0$0$0
John H Pinkerton
Trustee2.0Yes (X)$0$0$0
Joseph M Gutierrez Jr
Trustee2.0Yes (X)$0$0$0
Katherine G Boehly
Trustee2.0Yes (X)$0$0$0
Kathryn Thompson Farmer
Trustee2.0Yes (X)$0$0$0
Kenneth D Thompson II
Trustee2.0Yes (X)$0$0$0
Kit Tennison Moncrief
Chair6.0Yes (X)$0$0$0
LaDainian T Tomlinson
Trustee2.0Yes (X)$0$0$0
Leanne S Acuff
Trustee2.0Yes (X)$0$0$0
Marilyn E Davies
Trustee2.0Yes (X)$0$0$0
Mary Ralph Lowe
Trustee2.0Yes (X)$0$0$0
Michael G Wright
Trustee2.0Yes (X)$0$0$0
Michael K Berry
Trustee2.0Yes (X)$0$0$0
Michael S Richards
Trustee2.0Yes (X)$0$0$0
Nick A Giachino
Trustee2.0Yes (X)$0$0$0
Rafael G Garza
Trustee2.0Yes (X)$0$0$0
Richard Lee Stuart II
Trustee2.0Yes (X)$0$0$0
Rick L Wittenbraker
Trustee2.0Yes (X)$0$0$0
Roger Williams
Trustee2.0Yes (X)$0$0$0
Ronald C Parker
Trustee4.0Yes (X)$0$0$0
Ross B Matthews
Trustee2.0Yes (X)$0$0$0
Sascha C Bass
Trustee2.0Yes (X)$0$0$0
Sheryl L Adkins-Green
Trustee2.0Yes (X)$0$0$0
Steven J Mafrige
Trustee2.0Yes (X)$0$0$0
Thomas F Meagher Jr
Trustee2.0Yes (X)$0$0$0
V Neils Agather II
Trustee2.0Yes (X)$0$0$0
Daniel W Pullin
President40.0Yes (X)$1,027,152$0$79,703
Donald J Whelan Jr
VC University Advancement40.0Yes (X)$716,216$0$218,071
Floyd L Wormley Jr
Interim Provost and VC for Academic Affairs40.0Yes (X)$499,078$0$61,649
Janine M Cox
Deputy Chief of Staff40.0Yes (X)$112,632$0$22,325
Jean M Pickett
Board Secretary40.0Yes (X)$331,276$0$58,816
Kathryn M Cavins Tull
VC Student Affairs40.0Yes (X)$467,595$0$72,933
Merianne K Roth
VC Marketing & Communication40.0Yes (X)$308,098$0$80,860
Willian J Nunez
VC Finance & Administration40.0Yes (X)$747,885$0$78,321
Yohna J Chambers-Hastings
VC Human Resources40.0Yes (X)$373,092$0$111,642
Bryan C Lucas
Chief Technology Officer40.0$537,981$0$123,082Yes (X)
Cheryl L Kennon
Assoc. VC & Controller40.0$297,090$0$54,800Yes (X)
Jason R Safran
Chief Investment Officer40.0$1,336,750$0$323,599Yes (X)
Jeremiah Donati
Athletic Director40.0$1,384,806$0$79,757Yes (X)
Stuart Dale Flynn
Medical School - Dean40.0$908,961$0$158,872Yes (X)
Todd S Waldvogel
Assoc. VC Facilities & Campus Planning40.0$271,018$0$24,267Yes (X)
James P Dixon
Mens Basketball Coach40.0$4,570,812$0$170,801Yes (X)
Kendal R Briles
Offensive Coordinator40.0$1,571,015$0$82,304Yes (X)
Kirk C Saarloos
Head Baseball Coach40.0$1,230,527$0$65,953Yes (X)
Malcom X Kelly
ASSISTANT HEAD COACH40.0$804,223$0$158,872Yes (X)
Sonny Dykes
Head Football Coach40.0$6,301,877$0$84,932Yes (X)
JONATHAN BENJAMIN-ALVARADO
FORMER CHIEF INCLUSION OFFICER40.0$280,702$0$49,959Yes (X)
Kimberly K Adams
Former Assoc. VC & Controller40.0$218,772$0$202,872Yes (X)
TERESA ABI-NADER DAHLBERG
FORMER PROVOST VC ACADEMIC AFFAIRS40.0$389,769$0$441,933Yes (X)
TRACY D SYLER-JONES
FORMER VC MARKETING & COMMUNICATION40.0$411,255$0$47,342Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$27,978,459TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$3,473,189TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K824IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HCBeck Ltd
1601 Elm Street Ste 2800DallasTX75201CONSTRUCTION SERVICES$46,809,659
LINBECK GROUP LLC
1263 W ROSEDALE SUITE 202FORT WORTHTX76104CONSTRUCTION SERVICES$39,035,400
SODEXO INC & AFFILIATES
PO BOX 536922ATLANTAGA30353DINING SERVICES$28,521,704
J T Vaughn Construction LLC Total
10355 Westpark DriveHoustonTX770425312CONSTRUCTION SERVICES$10,422,059
McKinsey & Co Inc
PO BOX 7247-7255PhiladelphiaPA191700001CONSTRUCTION SERVICES$5,280,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K143CntrctRcvdGreaterThan100KCnt
Membership Dues$75,570MembershipDuesAmt
Fundraising$306,094FundraisingAmt
Government Grants$17,521,849GovernmentGrantsAmt
All Other Contributions$71,998,599AllOtherContributionsAmt
Noncash Contributions$9,456,118NoncashContributionsAmt
Total Contributions$89,902,112TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Tuition and Fees611310$783,288,946$783,288,946
Residential Administration611710$53,022,545$53,022,545
Dining Services611710$31,788,523$31,788,523
Athletics and Campus Rec611710$62,985,354$62,372,301$613,053
University Bookstore611710$1,199,692$1,199,692

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,463,317TotalRevenueColumnAmt
Related Or Exempt Func Income$16,240,609RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$222,708UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$948,748,377TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$59,933,975TotalRevenueColumnAmt
Unrelated Business Revenue$10,623UnrelatedBusinessRevenueAmt
Exclusion$59,923,352ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,348,459TotalRevenueColumnAmt
Exclusion$15,348,459ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$790,880RealAmt
Personal$374,493PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$790,880RealAmt
Personal$374,493PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,165,373TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,165,373ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,225,961,000SecuritiesAmt
Other$250,000OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,095,330,292SecuritiesAmt
Other$96,260OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$130,630,708SecuritiesAmt
Other$153,740OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$130,784,448TotalRevenueColumnAmt
Unrelated Business Revenue$13,738,042UnrelatedBusinessRevenueAmt
Exclusion$117,046,406ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$376,215FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$306,094ContriRptFundraisingEventAmt
Fundraising Direct Expenses$356,017FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,198TotalRevenueColumnAmt
Exclusion$20,198ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$285,845GrossSalesOfInventoryAmt
Cost Of Goods Sold$59,566CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$226,279TotalRevenueColumnAmt
Exclusion$226,279ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
Brite Administration and Maintenance Fee611710$1,281,276$1,281,276
Annuity Income611710$1,041,572$1,041,572
Service Revenue611710$703,430$703,430

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$863,154TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$61,466UnrelatedBusinessRevenueAmt
Exclusion$801,688ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,889,432OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,250,018,653TotalRevenueColumnAmt
Related Or Exempt Func Income$947,912,616RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$14,645,892UnrelatedBusinessRevenueAmt
Exclusion$197,558,033ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$121,342TotalAmt
Program Services$121,342ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$344,935,748TotalAmt
Program Services$344,935,748ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$20,000TotalAmt
Program Services$20,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$13,915,667TotalAmt
Program Services$1,938,533ProgramServicesAmt
Management And General$11,076,293ManagementAndGeneralAmt
Fundraising$900,841FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$289,902,104TotalAmt
Program Services$260,045,065ProgramServicesAmt
Management And General$20,951,137ManagementAndGeneralAmt
Fundraising$8,905,902FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$20,605,251TotalAmt
Program Services$17,849,802ProgramServicesAmt
Management And General$2,028,921ManagementAndGeneralAmt
Fundraising$726,528FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$59,429,907TotalAmt
Program Services$52,260,297ProgramServicesAmt
Management And General$4,989,379ManagementAndGeneralAmt
Fundraising$2,180,231FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$19,436,749TotalAmt
Program Services$16,631,996ProgramServicesAmt
Management And General$2,103,221ManagementAndGeneralAmt
Fundraising$701,532FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,351,379TotalAmt
Program Services$283,445ProgramServicesAmt
Management And General$985,266ManagementAndGeneralAmt
Fundraising$82,668FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$339,912TotalAmt
Management And General$339,912ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$1,365TotalAmt
Management And General$1,365ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$339,347TotalAmt
Fundraising$339,347FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$38,671,326TotalAmt
Management And General$38,671,326ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$42,746,992TotalAmt
Program Services$39,769,997ProgramServicesAmt
Management And General$2,308,846ManagementAndGeneralAmt
Fundraising$668,149FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,790,517TotalAmt
Program Services$1,652,144ProgramServicesAmt
Management And General$2,129,193ManagementAndGeneralAmt
Fundraising$9,180FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$14,521,597TotalAmt
Program Services$12,342,970ProgramServicesAmt
Management And General$1,505,499ManagementAndGeneralAmt
Fundraising$673,128FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,392,591TotalAmt
Program Services$4,443,548ProgramServicesAmt
Management And General$1,547,406ManagementAndGeneralAmt
Fundraising$401,637FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$28,253,772TotalAmt
Program Services$25,348,478ProgramServicesAmt
Management And General$2,871,212ManagementAndGeneralAmt
Fundraising$34,082FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$38,708,994TotalAmt
Program Services$36,166,737ProgramServicesAmt
Management And General$1,424,556ManagementAndGeneralAmt
Fundraising$1,117,701FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,776,269TotalAmt
Program Services$1,516,276ProgramServicesAmt
Management And General$230,485ManagementAndGeneralAmt
Fundraising$29,508FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$26,245,214TotalAmt
Program Services$21,349,976ProgramServicesAmt
Management And General$4,893,341ManagementAndGeneralAmt
Fundraising$1,897FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$85,225,914TotalAmt
Program Services$78,390,700ProgramServicesAmt
Management And General$6,069,621ManagementAndGeneralAmt
Fundraising$765,593FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,904,831TotalAmt
Program Services$6,645,763ProgramServicesAmt
Management And General$251,698ManagementAndGeneralAmt
Fundraising$7,370FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Food Services$20,936,324$20,827,501$100,921$7,902
Dues & Subscriptions$10,569,437$9,769,730$672,853$126,854
Indirect Costs$2,032,032$2,032,032$0$0
Instruction Research & Lab$3,421,522$3,362,998$50,144$8,380

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$11,049,974TotalAmt
Program Services$3,159,581ProgramServicesAmt
Management And General$7,856,642ManagementAndGeneralAmt
Fundraising$33,751FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,091,646,077TotalAmt
Program Services$960,864,659ProgramServicesAmt
Management And General$113,059,237ManagementAndGeneralAmt
Fundraising$17,722,181FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$30,844,182BOYAmt
EOY$45,241,162EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$27,589,408BOYAmt
EOY$17,667,362EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$33,801,050BOYAmt
EOY$42,796,645EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$651,664BOYAmt
EOY$839,740EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$10,943,107BOYAmt
EOY$9,944,890EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,563,536,815LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$945,562,799LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,569,415,752BOYAmt
EOY$1,617,974,016EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,077,446,241BOYAmt
EOY$1,072,008,498EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,809,876,543BOYAmt
EOY$1,953,397,286EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$107,042,161BOYAmt
EOY$121,928,578EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,667,610,108BOYAmt
EOY$4,881,798,177EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$94,904,297BOYAmt
EOY$94,640,467EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$49,173,950BOYAmt
EOY$44,616,830EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$150,779,912BOYAmt
EOY$153,211,044EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$832,201,998BOYAmt
EOY$832,311,169EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$95,980,260BOYAmt
EOY$87,926,332EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,223,040,417BOYAmt
EOY$1,212,705,842EOYAmt

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,043,264,383BOYAmt
EOY$2,225,422,675EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,401,305,308BOYAmt
EOY$1,443,669,660EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,444,569,691BOYAmt
EOY$3,669,092,335EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,667,610,108BOYAmt
EOY$4,881,798,177EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$158,372,576ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$64,949,614NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$1,200,454OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$54,519,628CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$102,052,081CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$110,896,544CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$87,391,666CurrentTaxYearMinus1YearAmt
Current Tax Year$72,380,263CurrentTaxYearAmt
Total$427,240,182TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$54,519,628CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$102,052,081CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$110,896,544CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$87,391,666CurrentTaxYearMinus1YearAmt
Current Tax Year$72,380,263CurrentTaxYearAmt
Total$427,240,182TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$34,140,489SubstantialContributorsTotAmt
Public Support Total170$393,099,693PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$57,028,937CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$73,879,345CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$84,577,127CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$73,504,617CurrentTaxYearMinus1YearAmt
Current Tax Year$76,437,184CurrentTaxYearAmt
Total$365,427,210TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,582,007CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,116,483CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,959,101CurrentTaxYearMinus1YearAmt
Current Tax Year$5,977,430CurrentTaxYearAmt
Total$17,635,021TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$355,465CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$511,649CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$738,254CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$415,901CurrentTaxYearMinus1YearAmt
Current Tax Year$662,060CurrentTaxYearAmt
Total$2,683,329TotalAmt
FieldValueIRS element (for citing)
Total Support$812,985,742TotalSupportAmt
Gross Receipts Rltd Activities$4,663,455,478GrossReceiptsRltdActivitiesAmt
Public Support CY1700.48353PublicSupportCY170Pct
Public Support PY1700.49089PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - FUND RAISING & SALES, COLUMN A - 355465.0, COLUMN B - 511649.0, COLUMN C - 738254.0, COLUMN D - 415901.0, COLUMN E - 662060.0, COLUMN F - 2683329.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$1,365OtherActivitiesAmt
Total Lobbying Expenditures$1,365TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationTHIS ORGANIZATION PAID MEMBERSHIP DUES TO INDEPENDENT COLLEGES AND UNIVERSITIES OF TEXAS (ICUT) OF $ 143,498 AND THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES (NAICU) IN THE AMOUNT OF $19,500. DURING THE FISCAL YEAR. OF THE AMOUNT PAID TO NAICU, 7% OF THESE DUES WERE ATTRIBUTABLE TO LOBBYING EFFORTS, OR $ 1,365. OF THE AMOUNT THAT WAS PAID TO ICUT, NO DUES WERE SPECIFICALLY ALLOCATED TO LOBBYING COSTS.ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$4,084,770AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,615,546,165BeginningYearBalanceAmt
Contributions$25,820,290ContributionsAmt
Investment Earnings Or Losses$219,575,965InvestmentEarningsOrLossesAmt
Grants Or Scholarships$25,077,543GrantsOrScholarshipsAmt
Other Expenditures$83,116,081OtherExpendituresAmt
End Year Balance$2,752,748,796EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,503,568,505BeginningYearBalanceAmt
Contributions$31,808,888ContributionsAmt
Investment Earnings Or Losses$175,982,855InvestmentEarningsOrLossesAmt
Grants Or Scholarships$22,077,836GrantsOrScholarshipsAmt
Other Expenditures$73,736,247OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$2,615,546,165EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,440,718,306BeginningYearBalanceAmt
Contributions$55,789,555ContributionsAmt
Investment Earnings Or Losses$92,981,496InvestmentEarningsOrLossesAmt
Grants Or Scholarships$19,984,448GrantsOrScholarshipsAmt
Other Expenditures$65,936,404OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$2,503,568,505EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,001,835,819BeginningYearBalanceAmt
Contributions$52,191,533ContributionsAmt
Investment Earnings Or Losses$464,341,855InvestmentEarningsOrLossesAmt
Grants Or Scholarships$19,080,345GrantsOrScholarshipsAmt
Other Expenditures$58,570,556OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$2,440,718,306EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,584,157,954BeginningYearBalanceAmt
Contributions$16,060,699ContributionsAmt
Investment Earnings Or Losses$474,999,867InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,462,819GrantsOrScholarshipsAmt
Other Expenditures$55,919,882OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$2,001,835,819EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.5059BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.246PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.2481TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$4,615,963InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$117,244,257OtherCostOrOtherBasisAmt
Book Value$121,860,220BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,002,640,867OtherCostOrOtherBasisAmt
Depreciation$682,885,915DepreciationAmt
Book Value$1,319,754,952BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$256,071,759OtherCostOrOtherBasisAmt
Depreciation$177,537,900DepreciationAmt
Book Value$78,533,859BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$182,963,969OtherCostOrOtherBasisAmt
Depreciation$85,138,984DepreciationAmt
Book Value$97,824,985BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,617,974,016TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$659,356BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp (8 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Closely-held equity interests
Financial derivatives$659,356F
FUNDS HELD IN TRUST BY OTHERS
LIMITED PARTNERSHIPS
HEDGE FUNDS
Hedge Funds$142,391,169F
Venture Capital Funds$1,706,024,663F
Funds Held in Trust by Others$104,322,098F
FieldValueIRS element (for citing)
Total Book Value Securities$1,953,397,286TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
Federal Income Taxes
FUNDS HELD IN TRUST$18,486,258
GOVERNMENT LOANS$7,248,422
POST RETIREMENT BENEFITS$48,777,385
INTEREST RATE SWAP LIABILITY$0
RIGHT OF USE LIABILITY$13,414,267
FieldValueIRS element (for citing)
Total Liability$87,926,332TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$951,488,945TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$64,949,614NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$20,215,530DonatedServicesAndUseFcltsAmt
Other Revenue-$345,439,109OtherRevenueAmt
Revenue Not Reported-$260,273,965RevenueNotReportedAmt
Revenue Subtotal$1,211,762,910RevenueSubtotalAmt
Other Revenues Not Included$38,255,743OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$38,255,743RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,250,018,653TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$726,965,301TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$20,215,530DonatedServicesUseFcltsAmt
Other Expenses Included$415,583OtherExpensesIncludedAmt
Expenses Not Reported$20,631,113ExpensesNotReportedAmt
Expenses Subtotal$706,334,188ExpensesSubtotalAmt
Other Expenses Not Included$385,311,889OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$385,311,889ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,091,646,077TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 4 Collections of art - description of collectionsTHE SPEAKER JIM WRIGHT COLLECTION, WHICH WAS DONATED TO THE UNIVERSITY IN 1989 AND CONSISTS OF 1,074 LINEAR FEET OF PAPERS, PHOTOGRAPHS, AUDIOVISUAL MATERIAL, BOOKS, AND MEMORABILIA, DOCUMENTS THE POLITICAL CAREER OF THE FORMER SPEAKER OF THE HOUSE. THE COLLECTION ALLOWS RESEARCH IN THE AREAS OF HISTORY AND POLITICAL SCIENCE BY STUDENTS, FACULTY, AND OTHER SCHOLARS. TCU ALSO HOLDS A COLLECTION OF ANDY WARHOL PHOTOGRAPHY, WHICH WAS DONATED TO THE UNIVERSITY IN MAY OF 2008 BY THE WARHOL FOUNDATION IN NEW YORK, NY. 152 ANDY WARHOL PRINTS WERE PROVIDED TO TCU BY THE ANDY WARHOL PHOTOGRAPHIC LEGACY PROGRAM, AND THIS COLLECTION IS HELD IN THE SCHOOL OF ART AND ART HISTORY. THE OSCAR E. MONNIG METEORITE COLLECTION WAS CATALOGED BY THE AMERICAN METEORITE LABORATORY, DENVER, COLORADO, AND WAS DONATED TO TEXAS CHRISTIAN UNIVERSITY FROM 1978 TO 1986 AND WAS OPENED FOR THE PUBLIC ON FEBRUARY 1, 2003. THE COLLECTION CONTAINS OVER 2,300 DIFFERENT METEORITES. THIS COLLECTION PROVIDES EDUCATION TO STUDENTS BY PROVIDING OPPORTUNITIES TO EXPLORE THE MYSTERIES OF METEORITES. STUDENTS CAN LEARN HOW TO IDENTIFY A METEORITE, EXPERIENCE A HANDS-ON ENCOUNTER WITH DIFFERENT TYPES OF METEORITES, AND CREATE THEIR OWN TERRESTRIAL IMPACT CRATER.
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE UNIVERSITY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. THE UNIVERSITY'S ENDOWMENT CONSISTS OF INDIVIDUAL ENDOWMENT FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. ENDOWMENT FUNDS PRIMARILY SUPPORT THE UNIVERSITY'S UNRESTRICTED SUPPORT, RESEARCH AND EDUCATION PROGRAMS, SCHOLARSHIPS, ENDOWED CHAIRS, PROPERTY AND EQUIPMENT, AND OTHER PROGRAMS.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteTCU'S FINANCIAL STATEMENT FOOTNOTES STATE THE FOLLOWING WITH REGARD TO THE LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740: THE UNIVERSITY IS A TAX-EXEMPT INSTITUTION UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE OF 1986 (IRC), AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE IRC. THE UNIVERSITY HAS CONCLUDED THAT IT DOES NOT HAVE ANY UNRECOGNIZED TAX BENEFITS RESULTING FROM CURRENT OR PRIOR PERIOD TAX POSITIONS. ACCORDINGLY, NO ADDITIONAL DISCLOSURES HAVE BEEN MADE ON THE FINANCIAL STATEMENTS REGARDING UNCERTAIN TAX PROVISIONS. AS OF MAY 31, 2025, THE UNIVERSITY'S TAX YEARS ENDED MAY 31, 2022 THROUGH 2025, GENERALLY, REMAIN SUBJECT TO EXAMINATION.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990Student Financial Aid - -XXX-XX-XXXX Post Retirement Benefit Actuarial Change - 1201273 Officer Compensation of CIO as Reduction of Investment Income - -1704634
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsTCU Press COGS - -59566 Investment Fees, Gross up - 38671326 Special Events Expenses - -356017
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990TCU Press COGS - 59566 Special Events Expenses - 356017
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsFinancail Aid - XXX-XX-XXXX Misc. - 181 Officer Compensation of CIO as reduction to Investment Income - 1704634 Investment Fees, Gross up - 38671326

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediafalsePlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYTCU prohibits discrimination and harassment on the basis of age, race, color, religion, sex (including sexual harassment and sexual violence), sexual orientation, gender, gender identity, gender expression, national origin, ethnic origin, disability, genetic information, covered veteran status and any other basis protected by law, in the University's programs and activities. TCU publishes its nondiscriminatory policy on websites, in brochures, catalogues, and other written communications available to the public that address employment, student admission policies, programming activities, and scholarship selection.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTTEXAS CHRISTIAN UNIVERSITY FUNCTIONS AS AN ADMINISTRATOR FOR FEDERAL GRANT-SUPPORTED PROJECTS AND VARIOUS FORMS OF FEDERAL FINANCIAL AID GRANTED OR AWARDED TO STUDENTS ATTENDING THE UNIVERSITY.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (13 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Program Servicesconferences, education, filming, research, study abroad, recruitment$179,814
East Asia and the Pacific00Program Servicesconferences, research, remote instruction, athletic competition, translation services, study abroad, other$199,131
Europe (Including Iceland and Greenland)00Program Servicesconferences, research, study abroad, recruiting, athletic competitions, instruction, other, translation services, musical performance, orientation, professional services$1,576,381
North America (Canada & Mexico only)00Program Servicesconferences, research, athletic competition, instruction, recruiting, research, other$166,092
South America00Program Servicesstudy abroad, conferences, recruiting, instruction, research, translation services, other$162,972
South Asia00Program Servicesstudy abroad, research, recruiting$86,629
Russia and Neighboring States00Program Servicestranslation services$747
Sub-Saharan Africa00Program Servicesconferences, study abroad, instruction, conservation, other$52,712
Central America and the Caribbean00Investments$500,374,415
Europe (Including Iceland and Greenland)00Investments$55,890,739
North America (Canada & Mexico only)00Investments$14,463,256
Sub-Saharan Africa00Grantmaking$20,000
Middle East and North Africa00Program ServicesConferences, Research$5,995
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$573,178,883SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$573,178,883TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionSub-Saharan AfricaRegionTxt
Purpose Of GrantWILDLIFE CONSERVATION PROGRAMSPurposeOfGrantTxt
Cash Grant$20,000CashGrantAmt
Manner Of Cash DisbursementWIRE TRANSFERMannerOfCashDisbursementTxt
Non Cash Assistance$0NonCashAssistanceAmt
Description Of Non Cash AsstN /ADescriptionOfNonCashAsstTxt
Valuation Method UsedN/AValuationMethodUsedDesc
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF ITS GRANTS AND OTHER ASSISTANCE OUTSIDE THE UNITED STATES: ALL SUBAWARD PAYMENTS OF GRANTS FOREIGN OR DOMESTIC MUST BE ACCOMPANIED BY A SUBAWARD AGREEMENT. EACH SUBRECIPIENT IS REVIEWED TO ENSURE THE COMMITMENT TO PARTICIPATE IN THE PROJECT AND ABIDE BY ALL OF THE ASSOCIATED TERMS AND CONDITIONS. A SIGNED SUBAWARD AGREEMENT MUST BE RECEIVED BEFORE ANY DISTRIBUTIONS TO A SUBRECIPIENT ARE MADE. THE SUBAWARD AGREEMENT CONTAINS 1) GENERAL TERMS AND CONDITIONS 2) PRIMARY CONTACT INFORMATION BY RESPONSIBILITY 3) REPORTING REQUIREMENTS 4) SCOPE OF WORK AND BUDGET ALL GRANT SPONSORED DISBURSEMENTS ARE REVIEWED BY THE PRINCIPAL INVESTIGATOR OF THE GRANT TO ENSURE THE INVOICES ARE IN ACCORDANCE WITH THE REQUIREMENTS OF THE GRANT/SUBAWARD. THE PRINCIPAL INVESTIGATOR IS REQUIRED TO APPROVE EACH INVOICE TO ACKNOWLEDGE THEIR REVIEW OF ANY REQUIRED TECHNICAL PROGRESS REPORTS AND/OR SATISFACTORY PERFORMANCE BY THE SUBRECIPIENT. ALL GRANT SPONSORED INVOICES ARE REVIEWED AND APPROVED BY RESEARCH GRANT ACCOUNTING BEFORE BEING SUBMITTED TO THE ACCOUNTS PAYABLE DEPARTMENT FOR PROCESSING. AFTER THE ACCOUNTS PAYABLE DEPARTMENT REVIEWS THE INVOICE TO ENSURE VENDOR IS PAID IN ACCORDANCE WITH VARIOUS GUIDELINES, RULES AND PROCEDURES, THE ACCOUNTS PAYABLE DEPARTMENT WILL ENTER THE INVOICE INFORMATION INTO THE AP SYSTEM AND WILL REVIEW THE INVOICE TO ENSURE THAT APPROPRIATE APPROVAL SIGNATURES ARE INCLUDED ON THE INVOICE.
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsCENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statementsSUB-SAHARAN AFRICA-Accrual

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
MELICHAR CONSULTING
233 POTEET PLACEFRANKLINTN37064ADVANCEMENT CONSULTINGfalse$0$95,820-$95,820
DIFFSTRAT COMPANY
3950 River Ridge Drive NE Suite ACEDAR RAPIDSIA52402ADVANCEMENT CONSULTINGfalse$0$11,750-$11,750
GENEROUS CHANGE LLC
2559 ALABAMA STREETLAWRENCEKS66046ADVANCEMENT CONSULTINGfalse$0$74,450-$74,450
WASHBURN AND MCGOLDRICK LLC
24 N BRYN MAWR 252BRYN MAWRPA19010ADVANCEMENT CONSULTINGfalse$0$105,258-$105,258
The Stelter Company
10435 New York AvenueDes MoinesIA50322Advancement Consultingfalse$0$22,069-$22,069
Kathy Howrigan Consulting LLC
422 Red Oak DriveColchesterVT05446Advancement Consultingfalse$0$30,000-$30,000
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$339,347TotalRetainedByContractorsAmt
Total Net To Organization-$339,347TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Fine Arts GalaEvent1Nm
Gross Receipts Event1$421,372GrossReceiptsEvent1Amt
Charitable Contri Event1$246,672CharitableContriEvent1Amt
Gross Revenue Event1$174,700GrossRevenueEvent1Amt
Food And Beverage Event1$54,830FoodAndBeverageEvent1Amt
Entertainment Event1$0EntertainmentEvent1Amt
Other Direct Expenses Event1$104,160OtherDirectExpensesEvent1Amt
Event2KPTA GalaEvent2Nm
Gross Receipts Event2$272,336GrossReceiptsEvent2Amt
Charitable Contri Event2$218,636CharitableContriEvent2Amt
Gross Revenue Event2$53,700GrossRevenueEvent2Amt
Food And Beverage Event2$29,451FoodAndBeverageEvent2Amt
Entertainment Event2$0EntertainmentEvent2Amt
Other Direct Expenses Event2$23,002OtherDirectExpensesEvent2Amt
Other Events Total4OtherEventsTotalCnt
Gross Receipts Other Events$175,737GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$27,922CharitableContriOtherEventsAmt
Gross Revenue Other Events$147,815GrossRevenueOtherEventsAmt
Food And Beverage Other Events$27,810FoodAndBeverageOtherEventsAmt
Entertainment Other Events$32,080EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$84,684OthDirectExpnssOtherEventsAmt
Gross Receipts Total$869,445GrossReceiptsTotalAmt
Charitable Contributions Tot$493,230CharitableContributionsTotAmt
Gross Revenue Total Events$376,215GrossRevenueTotalEventsAmt
Food And Beverage Total Events$112,091FoodAndBeverageTotalEventsAmt
Entertainment Total Events$32,080EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$211,846OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$356,017DirectExpenseSummaryEventsAmt
Net Income Summary$20,198NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
Fort Worth Colonial Charities Inc
3735 Country Club CircleFort WorthTX76109463211083501C3$11,342N/AN/AFinancial Support
Fort Worth Economic Development Partners
777 Taylor Street Ste 900Fort WorthTX761024914922954378501C6$100,000N/AN/AEconomic Development Grant
Fort Worth Promotion and Development Fund
PO BOX 17013Fort WorthTX761020013752567786501C3$10,000N/AN/AEconomic Development Grant
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
FINANCIAL AID EXPENSE6766$291,312,737$0N/AN/A
GRADUATE FINANCIAL AID1459$32,047,930$0N/AN/A
GRANTS IN AID585$9,733,525$0N/AN/A
STIPENDS811$7,571,702$0N/AN/A
TUITION EQUALIZATION GRANTS929$4,269,855$0N/AN/A

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant fundsFormAndLineReferenceDesc
ExplanationBy institutional policy, TCU's office of scholarship and financial aid acts as the final approval authority for all financial aid eligibility determination. Each student's award package is reviewed to ensure compliance with applicable regulatory requirements, and in the case of restricted institutional funds, with the donor's intent and wishes. Academic scholarship eligibility is based on a scoring matrix that evaluates an individual student's success using national test scores (if submitted), grade point average, and rigor of curriculum. Those who have excelled academically are generally given the largest share of university funded dollars. Institutionally funded need-based financial aid programs are based on eligibility established by use of an Institutional Methodology, with family financial information submitted to the CSS Profile. The financial aid office also works closely with the donor relations division of university advancement to ensure that our donors' wishes are met when matching funds to students. All donors of endowed awards are provided with a "scholarship agreement" outlining the university's understanding of the donor's intent. These agreements must be approved by both the director of financial aid, and the vice-chancellor for advancement, to ensure that the university has the capability to identify appropriate recipients. In addition to institutionally funded grants and scholarships, TCU manages and accepts fiduciary responsibility for a variety of federal and state funded financial aid programs. Eligibility for all federal and state funded financial aid is based solely on the results of the FAFSA, using required Federal Methodology. Prior to disbursement, each recipient must pass a variety of edit checks, or "disbursement rules" to ensure that the student is enrolled in classes and has submitted all required documentation needed to satisfy program eligibility. After disbursement, student aid recipients are reviewed at the end of the 12th class day for a final enrollment status determination. Students who received aid based on projected full-time enrollment, but who have dropped below 12 credit hours, are subject to an adjustment of their aid package. At the end of the 25%, and final refund period, students are again reviewed and subject to aid adjustment based on final costs for the term. Aid recipients are monitored on a regular basis throughout the academic year. Files are reviewed weekly to identify updated FAFSA and Profile applications, and adjustments are made when required. Reports are submitted to the Texas Higher Education Coordinating Board periodically for review of state aid recipients, and the university is subject to periodic audits and reviews from both entities. Academic success is the ultimate goal of all aid programs, and satisfactory academic progress is reviewed at the end of each term. At a minimum, full-time students are required to complete at least 75% of attempted hours and obtain a 2.00 GPA to meet renewal requirements. Most TCU funded awards require a minimum GPA of 2.50. Academic scholarships require a 3.25 GPA. Once posted to student accounts, the office of student financial services also monitors award amounts in relation to specific charges. Award amounts that appear to be out of norm are referred back to the financial aid office for review.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssfalseWrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionYes (true)InitialContractExceptionInd
Rebuttable Presumption ProcYes (true)RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (25 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Victor J Boschini Jr
Chancellor$1,431,916$0$750,000$0$697,961$0$389,350$0$230,174$0$3,499,401$0$0$0
TRACY D SYLER-JONES
FORMER VC MARKETING & COMMUNICATION$357,770$0$0$0$53,485$0$36,118$0$11,224$0$458,597$0$0$0
JONATHAN BENJAMIN-ALVARADO
FORMER CHIEF INCLUSION OFFICER$259,613$0$0$0$21,089$0$21,490$0$28,469$0$330,661$0$0$0
TERESA ABI-NADER DAHLBERG
FORMER PROVOST VC ACADEMIC AFFAIRS$290,583$0$0$0$99,186$0$429,000$0$12,933$0$831,702$0$0$0
Donald J Whelan Jr
VC University Advancement$663,583$0$0$0$52,633$0$183,925$0$34,146$0$934,287$0$0$0
Daniel W Pullin
President$834,013$0$132,188$0$60,951$0$50,100$0$29,603$0$1,106,855$0$0$0
Willian J Nunez
VC Finance & Administration$638,370$0$94,500$0$15,015$0$50,600$0$27,721$0$826,206$0$0$0
Yohna J Chambers-Hastings
VC Human Resources$349,184$0$0$0$23,908$0$27,600$0$84,042$0$484,734$0$0$0
Kathryn M Cavins Tull
VC Student Affairs$378,293$0$56,691$0$32,611$0$47,265$0$25,668$0$540,528$0$0$0
Floyd L Wormley Jr
Interim Provost and VC for Academic Affairs$490,519$0$0$0$8,559$0$27,600$0$34,049$0$560,727$0$0$0
Jean M Pickett
Board Secretary$281,222$0$41,250$0$8,804$0$45,770$0$13,046$0$390,092$0$0$0
Merianne K Roth
VC Marketing & Communication$293,865$0$0$0$14,233$0$27,232$0$53,628$0$388,958$0$0$0
Janine M Cox
Deputy Chief of Staff$112,632$0$0$0$0$0$9,329$0$12,996$0$134,957$0$0$0
Kimberly K Adams
Former Assoc. VC & Controller$215,687$0$0$0$3,085$0$18,345$0$184,527$0$421,644$0$0$0
Jeremiah Donati
Athletic Director$1,063,378$0$218,000$0$103,428$0$45,600$0$34,157$0$1,464,563$0$0$0
Jason R Safran
Chief Investment Officer$625,600$0$457,034$0$254,116$0$285,561$0$38,038$0$1,660,349$0$556,385$0
Bryan C Lucas
Chief Technology Officer$423,663$0$0$0$114,318$0$27,600$0$95,482$0$661,063$0$86,111$0
Cheryl L Kennon
Assoc. VC & Controller$268,053$0$0$0$29,037$0$24,531$0$30,269$0$351,890$0$0$0
Todd S Waldvogel
Assoc. VC Facilities & Campus Planning$267,673$0$0$0$3,345$0$21,498$0$2,769$0$295,285$0$0$0
Stuart Dale Flynn
Medical School - Dean$850,923$0$0$0$58,038$0$50,100$0$108,772$0$1,067,833$0$0$0
Sonny Dykes
Head Football Coach$6,240,519$0$25,000$0$36,358$0$50,600$0$34,332$0$6,386,809$0$0$0
James P Dixon
Mens Basketball Coach$4,171,343$0$25,000$0$374,469$0$50,600$0$120,201$0$4,741,613$0$0$0
Kendal R Briles
Offensive Coordinator$1,544,928$0$0$0$26,087$0$50,600$0$31,704$0$1,653,319$0$0$0
Kirk C Saarloos
Head Baseball Coach$1,138,364$0$5,000$0$87,163$0$27,600$0$38,353$0$1,296,480$0$0$0
Malcom X Kelly
ASSISTANT HEAD COACH$746,185$0$0$0$58,038$0$50,100$0$108,772$0$963,095$0$0$0

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelCHARTER TRAVEL WAS PROVIDED TO CHANCELLOR VICTOR BOSCHINI, VICE CHANCELLORS, ATHLETIC DIRECTOR, AND COACHES FOR PURPOSES OF TRAVEL TO CERTAIN ATHLETIC EVENTS AS APPROVED. CHARTER TRAVEL WAS PROVIDED TO CHANCELLOR BOSCHINI AND VICE CHANCELLORS FOR DONOR VISITS, VISITS TO OTHER UNIVERSITIES, AND FUNERAL SERVICES FOR UNIVERSITY CONSTITUENTS, AS APPROVED.
Schedule J, Part I, Line 1a Travel for companionsTRAVEL FOR COMPANIONS WAS PROVIDED TO JAMES P. DIXON II AND JEREMIAH DONATI, AND WAS TAXED TO THEM AS A PERSONAL FRINGE BENEFIT.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useTCU PROVIDES THE CHANCELLOR WITH A HOUSE AND REQUIRES HIM TO USE IT AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE UNIVERSITY. THEREFORE, NO COMPENSATION HAS BEEN INCLUDED FOR SUCH USE. AN INDEPENDENT THIRD PARTY WAS ENGAGED TO VALUE THE HOUSING BENEFIT OF THE RESIDENCE; THE ESTIMATED THE VALUE OF THE BENEFIT IS $170,000. DANIEL W. PULLIN ALSO RECEIVED A HOUSING ALLOWANCE OF $22,000 DURING 2023.
Schedule J, Part I, Line 1a Health or social club dues or initiation feesSOCIAL CLUB DUES WERE PROVIDED FOR VICTOR BOSCHINI, KENDAL BRILES, KATHRYN CAVINS TULL, TERESA ABI-NADER DAHLBERG, JAMES P. DIXON, JEREMIAH DONATI, SONNY DYKES, DANIEL WAYNE PULLIN, KIRK SAARLOOS, AND DONALD WHELAN. THE PERSONAL VALUE OF THE CLUB DUES WAS TAXED AS A PERSONAL FRINGE BENEFIT. SOCIAL CLUB DUES FOR BUSINESS PURPOSES WERE PROVIDED FOR WILLIAM J. NUNEZ, AND JASON R. SAFRAN.
Schedule J, Part I, Line 1a Personal servicesTHE CHANCELLOR RECEIVES LIMITED PERSONAL HOUSEKEEPING SERVICES AND WAS TAXED AS A PERSONAL FRINGE BENEFIT FOR THE VALUE OF THE PERSONAL SERVICES.
Schedule J, Part I, Line 1b Written policy regarding payment or reimbursement of expensesCHARTER TRAVEL AND SOCIAL CLUB DUES ARE APPROVED IN ACCORDANCE WITH THE PERSON'S POSITION. THE VICE CHANCELLOR FOR FINANCE AND ADMINISTRATION AND THE ASSOCIATE VICE CHANCELLOR AND CONTROLLER REVIEW THE CHANCELLOR'S EXPENSES. OTHER BENEFITS LISTED IN LINE 1A WERE PROVIDED FOLLOWING WRITTEN POLICIES AND EMPLOYMENT CONTRACTS.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planIN TOTAL, VICTOR BOSCHINI ACCRUED $338,750 IN DEFERRED COMPENSATION DURING 2024. OF THIS AMOUNT, $233,750 WILL BE PAID OUT AS OF 05/31/25, AND $105,000 WILL BE PAID OUT AS OF 05/31/26, IF HE IS STILL EMPLOYED BY TCU. $571,042 IN PREVIOUSLY EARNED DEFERRED COMPENSATION WAS PAID TO VICTOR BOSCHINI DURING 2024. PAYMENT OF THIS AMOUNT IS INCLUDED IN OTHER REPORTABLE COMPENSATION IN 2024. THE ACCRUAL OF $308,125 OF THIS AMOUNT WAS REPORTED IN FORM 990 IN PRIOR YEARS. $98,077 IN PREVIOUSLY EARNED DEFERRED COMPENSATION WAS PAID TO BRYAN LUCAS DURING 2024. PAYMENT OF THIS AMOUNT IS INCLUDED IN OTHER REPORTABLE COMPENSATION IN 2024. THE ACCRUAL OF $86,111 OF THIS AMOUNT WAS REPORTED IN FORM 990 IN PRIOR YEARS. JASON R. SAFRAN ACCRUED $234,961 IN DEFERRED COMPENSATION DURING 2024. OF THIS TOTAL AMOUNT, $198,875 WAS PAID TO HIM ON 10/31/25; THE BALANCE OF $38,086 WILL BE PAID TO HIM AS OF 5/31/2026, IF STILL EMPLOYED AS CHIEF INVESTMENT OFFICER. ALSO, $220,097 IN PREVIOUSLY EARNED DEFERRED COMPENSATION WAS PAID TO JASON R. SAFRAN DURING 2024; PAYMENT OF THIS AMOUNT IS INCLUDED IN OTHER REPORTABLE COMPENSATION. ADDITIONALLY, $457,034 OF DEFERRED COMPENSATION WAS AWARDED TO JASON SAFRAN DURING 2024; THIS AMOUNT WAS INCLUDED AS BONUS & INCENTIVE COMPENSATION. OF THE TOTAL PAID OUT OF $677,131, $556,385 WAS REPORTED ON FORM 990 IN PRIOR YEARS. DONALD WHELAN ACCRUED $133,333 IN DEFERRED COMPENSATION DURING 2024; THIS AMOUNT WILL BE PAID TO HIM AS OF 05/31/26 IF STILL EMPLOYED AS VICE CHANCELLOR FOR ADVANCEMENT. DANIEL PULLIN ACCRUED $85,069 IN DEFERRED COMPENSATION DURING 2024. OF THIS AMOUNT, $48,611 WILL BE PAID OUT AS OF 05/31/27, AND $36,458 WILL BE PAID OUT AS OF 05/31/28, IF HE IS STILL EMPLOYED BY TCU.
Schedule J, Part I, Line 7 Non-fixed paymentsNON-FIXED PAYMENTS WERE MADE AS FOLLOWS: VICTOR BOSCHINI RECIEVED A $750,000 PERFORMANCE BONUS. KATHRYN MARY CAVINS-TULL RECEIVED A 56,691.21 PERFORMANCE BONUS. JAMES P. DIXON RECEIVED A $25,000 PERFORMANCE BONUS. JEREMIAH DONATI RECEIVED A $218,000 PERFORMANCE BONUS. SONNY DYKES RECEIVED A $25,000 PERFORMANCE BONUS. WILLIAM J. NUNEZ RECEIVED A $94,500 PERFORMANCE BONUS. JEAN M. PICKETT RECEIVED A $41,250 PERFORMANCE BONUS. DANIEL W. PULLIN RECEIVED A $132,188 PERFORMANCE BONUS. KIRK C. SAARLOOS RECEIVED A $5,000 PERFORMANCE BONUS. JASON R. SAFRAN RECEIVED A $457,034 PERFORMANCE BONUS.
Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exceptionKIRK C. SAARLOOS WAS PROMOTED TO MEN'S HEAD BASEBALL COACH IN 2021 AND ENTERED INTO A CONTRACT WITH TCU IN 2021, WHICH WAS THE FIRST CONTRACT THAT HE SIGNED WITH TCU. HE WAS STILL UNDER THAT CONTRACT IN 2024. SONNY DYKES WAS HIRED AS MEN'S HEAD FOOTBALL COACH IN 2021 AND ENTERED INTO A CONTRACT WITH TCU IN 2021, WHICH WAS THE FIRST CONTRACT THAT HE SIGNED WITH TCU. HE WAS STILL UNDER THAT CONTRACT IN 2024.
Schedule J, Part II, Column (B)(iii) SCHEDULE J PART II, COLUMN B(III)OTHER REPORTABLE COMPENSATION FOR VICTOR BOSCHINI, KATHRYN CAVINS TULL, JAMES DIXON, JEREMIAH DONATI, BRYAN LUCAS, KIRK C. SAARLOOS, TRACY SYLER JONES, AND DONALD WHELAN INCLUDES PENSION RESTORATION STIPEND PAYMENTS FOR AMOUNTS IN EXCESS OF 403(B) MAXIMUM LIMITS. OTHER REPORTABLE COMPENSATION FOR KATHRYN CAVINS TULL INCLUDES A CELL PHONE STIPEND. OTHER REPORTABLE COMPENSATION FOR KENDAL R. BRILES, TERESA ABI-NADER DAHLBERG, MUADIANVITA KAZADI, WILLIAM J. NUNEZ, DANIEL W. PULLIN, JASON R. SAFRAN AND TRACY SYLER-JONES INCLUDES AN AUTO STIPEND. OTHER REPORTABLE COMPENSATION FOR KENDAL R. BRILES INCLUDES TAXABLE RELOCATION EXPENSES.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
RED RIVER EDUCATION FINANCE CORPORATION S2006
A752791247756872DU82006-02-15$80,000,000TO FINANCE CAMPUS CONSTRUCTIONYes (true)falsefalse
RED RIVER EDUCATION FINANCE CORPORATION S2016A
B752791247756872KS52016-01-28$37,602,546TO REFUND SERIES 2007 BONDSfalsefalsefalse
RED RIVER EDUCATION FINANCE CORPORATION S2016
C7527912470000000002016-01-29$35,250,000TO REFUND SERIES 2006A BONDSfalsefalsefalse
RED RIVER EDUCATION FINANCE CORPORATION S2017
D7527912470000000002017-12-20$31,628,000TO REFUND S2010 BONDSfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$80,000,000$83,903,941$0$3,227,336$0$348,933$0$0$80,327,672$0$02008falsefalseYes (true)Yes (true)
B$11,371,047$0$37,602,546$0$0$0$455,737$0$0$0$37,146,809$0falseYes (true)Yes (true)Yes (true)
C$25,005,000$0$35,250,000$0$0$0$274,973$0$0$0$34,975,027$0Yes (true)falseYes (true)Yes (true)
D$2,088,000$0$31,628,000$0$0$0$171,237$0$0$0$31,456,763$0falseYes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalsefalsefalse0.00.00.0falsefalse0falseYes (true)
Bfalsefalsefalsefalsefalsefalse0.00.00.0falsefalse0falseYes (true)
Cfalsefalsefalsefalsefalsefalse0.00.00.0falsefalse0falseYes (true)
Dfalsefalsefalsefalsefalsefalse0.00.00.0falsefalse0falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
Merrill Lynch Capital Services
AfalsefalseYes (true)Yes (true)Yes (true)Yes (true)30.0falsefalseYes (true)Bayerische Landesbank1.6Yes (true)falseYes (true)
(no name)
BfalsefalsefalseYes (true)falsefalse0falsefalsefalse0falsefalseYes (true)
(no name)
CfalsefalsefalseYes (true)falsefalse0falsefalsefalse0falsefalseYes (true)
(no name)
DfalsefalsefalseYes (true)falsefalse0falsefalsefalse0falsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part II, Line 3 PROCEEDS OF ISSUE - SCHEDULE K, PART II, LINE 3:TOTAL PROCEEDS OF ISSUES DIFFERS FROM ISSUE PRICE AS A RESULT OF UNSPENT BOND PROCEEDS GENERATING INVESTMENT INCOME. INVESTMENT INCOME WAS ADDED TO THE ISSUE PRICE TO ARRIVE AT TOTAL PROCEEDS.
Schedule K, Part III PRIVATE BUSINESS USE - SCHEDULE K, PART III:TCU HAS ELECTED TO USE PRIVATE FUNDING OR ITS OWN FUNDING FOR ANY PORTION OF THE FACILITIES WHERE PRIVATE BUSINESS USE MAY OCCUR, LEAVING THE BOND PROCEEDS TO BE USED EXCLUSIVELY FOR THE CONSTRUCTION OF THE REMAINING NON-PRIVATE-USE AREAS.
Schedule K, Part IV, Line 2c COLUMN AIssuer name: RED RIVER EDUCATION FINANCE CORPORATION S2006 The calculation for computing no rebate due was performed on 02/27/2008
Schedule K, Part IV, Line 2c COLUMN BIssuer name: RED RIVER EDUCATION FINANCE CORPORATION S2016A The calculation for computing no rebate due was performed on 01/28/2021
Schedule K, Part IV, Line 2c COLUMN CIssuer name: RED RIVER EDUCATION FINANCE CORPORATION S2016 The calculation for computing no rebate due was performed on 05/31/2016
Schedule K, Part IV, Line 2c COLUMN DIssuer name: RED RIVER EDUCATION FINANCE CORPORATION S2017 The calculation for computing no rebate due was performed on 05/31/2020

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1RED RIVER EDUCATION FINANCE CORPORATION S2024BusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN752791247BondIssuerEIN
CUSIP000000000CUSIPNum
Bond Issued2024-06-27BondIssuedDt
Issue Price$89,820,393IssuePriceAmt
PurposeRefund Series 2006PurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$0RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$89,820,393TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$80,000,000RefundingEscrowAmt
Issuance Costs From Proceeds$889,393IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$0CapitalExpendituresAmt
Other Spent Proceeds$8,931,000OtherSpentProceedsAmt
Unspent$0UnspentAmt
Refunding Tax Exempt BondsYes (true)RefundingTaxExemptBondsInd
Refunding Taxable BondsfalseRefundingTaxableBondsInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropfalseMgmtContractBondFincdPropInd
Engage Bond Counsel ContractsfalseEngageBondCounselContractsInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Engage Bond Counsel ResearchfalseEngageBondCounselResearchInd
Private Bus Use By Others0.0PrivateBusUseByOthersPct
Private Bus Concerning UBI0.0PrivateBusConcerningUBIPct
Total Private Business Use0.0TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropPct
Remedial Action TakenfalseRemedialActionTakenInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetYes (true)RebateNotDueYetInd
Exception To RebatefalseExceptionToRebateInd
No Rebate DuefalseNoRebateDueInd
Variable Rate IssuefalseVariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd
Term Of Hedge0TermOfHedgePct
Superintegrated HedgefalseSuperintegratedHedgeInd
Hedge TerminatedfalseHedgeTerminatedInd
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd
Term Of GIC0TermOfGICPct
Regulatory Safe Harbor StsfdfalseRegulatorySafeHarborStsfdInd
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NONEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgNONERelationshipWithOrgTxt
Cash Grant$62,167CashGrantAmt
Type Of AssistanceFINANCIAL AIDTypeOfAssistanceTxt
Assistance PurposeMERIT SCHOLARSHIPSAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Professional Turf Products
Trustee as owner$167,699Landscaping Equipmentfalse
Trent Ashley Tull
Spouse of Officer$150,664Compensationfalse
James Hill
Spouse of Trustee$196,283Compensationfalse

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Contribution87ContributionCnt
Noncash Contributions Rpt F990$6,777,618NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescHORSESDesc
Contribution13ContributionCnt
Noncash Contributions Rpt F990$2,678,500NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received13Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I EXPLANATIONS OF REPORTING METHOD FOR NUMBER OF CONTRIBUTIONSOTHER, HORSES - NUMBER OF ITEMS CONTRIBUTED SECURITIES, PUBLICLY TRADED - IN PART I, COLUMN B, TCU IS REPORTING THE RECEIPT OF THESE NONCASH CONTRIBUTIONS BASED ON THE NUMBER OF CONTRIBUTIONS, WHICH AT TIMES ALSO EQUALS THE NUMBER OF ITEMS RECEIVED.
Schedule M, Part I Explanations of reporting method for number of contributionsOther - HORSES NUMBER OF ITEMS CONTRIBUTED Securities - Publicly traded - IN PART I, COLUMN B, TCU IS REPORTING THE RECEIPT OF THESE NONCASH CONTRIBUTIONS BASED ON THE NUMBER OF CONTRIBUTIONS, WHICH AT TIMES ALSO EQUALS THE NUMBER OF ITEMS RECEIVED.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (17 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4a "INSTRUCTION AND FINANCIAL AID:"The TCU Neeley School of Business is committed to fostering an inclusive, scholarly community composed of individuals who, through their diverse and sometimes competing perspectives, contribute to a free and intellectually challenging culture where students, faculty, staff and alumni have equitable opportunities and can forge paths toward personal and professional growth. The Neeley faculty and staff support students by preparing them to be leaders and innovators through high-quality academic curriculum and experiential learning. The same culture of support is extended by our alumni and corporate partners, both of whom are engaged and generous with their time. We build upon the momentum generated by living the Neeley Promise: The Neeley School of Business unleashes human potential with leadership at the core and innovation in our spirit. TCU Neeley continues to earn national recognition with rankings of distinction for both the undergraduate and graduate school. TCU Neeley is ranked the No. 1 Best Undergraduate Business School in Texas and among the Top 25 in the U.S. by Poets&Quants (2024) and No. 8 for Undergraduate Academic Experience. The full-time MBA program is ranked among the top 50 by U.S. News & World Report (2024). The TCU Neeley School's graduate supply chain program is ranked in the top 20 in the U.S. by Gartner (2024). The entrepreneurship program is ranked in the top 25 by U.S. News & World Report (2024) and the Institute for Entrepreneurship and Innovation was awarded the 2024 NASDAQ Center for Entrepreneurial Excellence, the highest recognition that a university entrepreneurship center or institute can receive. TCU Neeley has more than 3,400 students across eight undergraduate degree majors and seven graduate degree programs. Following graduation, 98% of undergraduates are employed or enrolled in graduate school, and full-time MBA graduates have a 96% job placement rate. THE BOB SCHIEFFER COLLEGE OF COMMUNICATION OFFERS PROGRAMS IN COMMUNICATION STUDIES, FILM-TELEVISION-DIGITAL MEDIA, JOURNALISM AND STRATEGIC COMMUNICATION. THE COLLEGE'S AWARD-WINNING STUDENT ACTIVITIES INCLUDE: ADVERTISING AND PUBLIC RELATIONS CAMPAIGN TEAMS, KTCU CAMPUS RADIO STATION, NEWS GROUPS AND PUBLICATIONS, SPEECH AND DEBATE TEAM, AND TWO STRATEGIC COMMUNICATION AGENCIES THAT SERVE EXTERNAL (ROXO) AND INTERNAL (SCHIEFFER ASSOCIATES) CLIENTS. THE COLLEGE OF EDUCATION PREPARES EDUCATORS AND LEADERS FOR DIVERSE, GLOBAL EDUCATIONAL SETTINGS THROUGH MEANINGFUL SCHOLARSHIP, PEDAGOGY, AND PRACTICE. DEPARTMENTS HOUSED WITHIN THE COLLEGE INCLUDE THE DEPARTMENT OF TEACHING AND LEARNING SCIENCES, THE DEPARTMENT OF EDUCATIONAL LEADERSHIP & HIGHER EDUCATION, AND THE DEPARTMENT OF COUNSELING, SOCIETAL CHANGE, AND INQUIRY. THE TEACHER PREPARATION PROGRAM HAS BEEN RECOGNIZED FOR EXEMPLARY, CULTURALLY RESPONSIVE TEACHER PREPARATION. STUDENTS IN THIS PROGRAM CHOOSE FROM EARLY CHILDHOOD TO SIXTH GRADE EDUCATION, MIDDLE SCHOOL EDUCATION, OR SECONDARY EDUCATION WITH A VARIETY OF CONCENTRATIONS AND CERTIFICATION AREAS. THE COLLEGE BOASTS A NEARLY 100 PERCENT TEACHER PLACEMENT RATE AND NEAR 100 PERCENT PASS RATE ON STATE CERTIFICATION EXAMS. AMONG NON-TEACHER CERTIFICATION UNDERGRADUATE PROGRAMS, STUDENTS CHOOSE FROM YOUTH ADVOCACY OR INTERDISCIPLINARY STUDIES. ADVANCED DEGREES ARE OFFERED IN CURRICULUM AND INSTRUCTION, COUNSELING, SPECIAL EDUCATION, EDUCATIONAL LEADERSHIP, HIGHER EDUCATION, AND SCIENCE EDUCATION. TCU IS THE ONLY UNIVERSITY IN THE NATION WITH TWO ON-CAMPUS SPECIAL EDUCATION LABORATORY SCHOOLS, STARPOINT AND KINDERFROGS SCHOOL. The College of Fine Arts at TCU is guided by our mission to prepare the next generation of creative leaders in the arts and champion the value of the arts as essential for learning and living in a global society. We combine artistic excellence with a strong liberal arts education to inspire creativity and collaboration at the intersection of tradition and innovation. Our students, faculty, and alumni are deeply invested in the Fort Worth community supporting collaborations with local school districts and professional arts organizations that include the Amon Carter Museum, The Cliburn, Fort Worth Symphony Orchestra, Fort Worth Opera, Kimbell Museum, Modern Art Museum of Fort Worth, and the Texas Ballet Theater. These partnerships cultivate important relationships and experiences that reinforce our mission to equip future creative leaders for success. The John V. Roach Honors College is a learning community of approximately 1200 students who are highly motivated and seek to embody the University's core mission: to educate individuals to "think and act as ethical leaders and responsible citizens in the global community." Honors students enjoy small classes that promote high levels of inquiry, engagement, and feedback along with unparalleled opportunities for faculty-mentored research. An Honors-enriched TCU education is truly transformative: enriching students' knowledge within and beyond their majors; strengthening their commitments to intellectual honesty, courage, and dialogue; and empowering them to serve as leaders in the community.
Form 990, Part III, Line 4c "AUXILIARY ACTIVITIES:"TEXAS CHRISTIAN UNIVERSITY OPERATES AUXILIARY ACTIVITIES THAT EXIST TO FURNISH GOODS OR SERVICES TO STUDENTS, FACULTY, AND STAFF, AND THAT CHARGE A FEE DIRECTLY RELATED TO, ALTHOUGH NOT NECESSARILY EQUAL TO, THE COST OF THE GOODS OR SERVICES. AUXILIARY ACTIVITIES AT TEXAS CHRISTIAN UNIVERSITY CONSIST PRIMARILY OF RESIDENCE HALLS, DINING SERVICES, CONFERENCE SERVICES, THE UNIVERSITY BOOKSTORE, TCU PRESS, EXECUTIVE EDUCATIONAL PROGRAMS, AND MUSIC PREPARATORY PROGRAMS. TEXAS CHRISTIAN UNIVERSITY IS PRIMARILY A RESIDENTIAL CAMPUS, WITH ALMOST ONE HALF OF THE UNDERGRADUATE POPULATION LIVING ON CAMPUS.
Form 990, Part III, Line 4b "STUDENT SERVICES:"TEXAS CHRISTIAN UNIVERSITY OFFERS STUDENT SERVICES, AND THE PRIMARY PURPOSE IS TO CONTRIBUTE TO THE STUDENT'S EMOTIONAL AND PHYSICAL WELL-BEING AND TO HIS OR HER INTELLECTUAL, CULTURAL, AND SOCIAL DEVELOPMENT OUTSIDE THE CONTEXT OF THE FORMAL INSTRUCTION PROGRAM. STUDENT SERVICES CONSISTS PRIMARILY OF INTERCOLLEGIATE ATHLETICS, THE HEALTH AND COUNSELING CENTER, OFFICE OF ADMISSIONS, REGISTRAR, STUDENT DEVELOPMENT SERVICES, CAREER CENTER, CAMPUS LIFE, CAMPUS RECREATION, CAMPUS MINISTRY, STUDENT GOVERNMENT, STUDENT ACTIVITIES, COMMUNITY INVOLVEMENT, INTERCULTURAL AND OUTREACH SERVICES, I.D. CARD OFFICE, AND ORIENTATION.
Form 990, Part III, Line 4d FORM 990, PART III, LINE 4D:ALL OTHER PROGRAM SERVICES INCLUDES RESEARCH AND ACADEMIC SUPPORT. RESEARCH CONSISTS OF EXPENDITURES FOR RESEARCH AND DEVELOPMENT ACTIVITIES THAT ARE FUNDED BY GRANTS OR CONTRACTS FROM FEDERAL, STATE OR LOCAL GOVERNMENTS, FOUNDATIONS OR OTHER OUTSIDE PARTIES. ACADEMIC SUPPORT CONSISTS OF THE OPERATION OF THE UNIVERSITY'S CENTRAL LIBRARY SYSTEM, WRITING CENTER, INSTRUCTIONAL AND ACADEMIC SERVICES, THE LABORATORY SCHOOL FOR LEARNING DISABLED STUDENTS, EARLY CHILDHOOD EDUCATION PROGRAMS, ACADEMIC AFFAIRS, AND THE OPERATION OF TECHNOLOGY RESOURCES FOR THE CAMPUS COMMUNITY. THE CENTRAL LIBRARY SYSTEM OFFERS STUDENTS AND FACULTY ACCESS TO OVER 2 MILLION BOOKS AND AUDIO-VISUAL MATERIALS, AND A NUMBER OF COLLECTIONS.
Form 990, Part III, Line 4a 'INSTRUCTION AND FINANCIAL AID"THE MISSION OF THE ADDRAN COLLEGE OF LIBERAL ARTS IS TO ADVANCE LIFE-LONG LEARNING AND DISCOVERY IN THE HUMANITIES, LANGUAGES, AND SOCIAL SCIENCES TO ENHANCE OUR SOCIETY, ELEVATE THE HUMAN CONDITION, AND DEVELOP ETHICAL LEADERS. PROFESSIONAL AND PRE-PROFESSIONAL CURRICULA ARE DELIVERED THROUGH 13 ACADEMIC DEPARTMENTS, 2 ROTC PROGRAMS, AND INTERDISCIPLINARY INITIATIVES, INCLUDING, THE CENTER FOR DIGITAL EXPRESSION, THE CENTER FOR TEXAS STUDIES, THE INSTITUTE FOR URBAN INNOVATION, AND THE CENTER FOR LANGUAGE AND INTERCULTURAL GLOBAL CONNECTION. TCU STARTED A NEW ALLOPATHIC MEDICAL SCHOOL WHICH WAS ACCREDITED IN 2018; THE ANNE BURNETT MARION SCHOOL OF MEDICINE IS REDEFINING MEDICAL EDUCATION BY ABANDONING AN OUTDATED LECTURE MODEL AND EXPANDING THE CLINICAL EXPERIENCE. OUR MISSION IS TO TRANSFORM HEALTH CARE BY INSPIRING EMPATHETIC SCHOLARS. THIS IS ACCOMPLISHED THROUGH SEVERAL NOVEL MODALITIES. COMMUNICATION TRAINING IS EMBEDDED THROUGHOUT THE CURRICULUM TO CREATE EXCEPTIONALLY COMPASSIONATE COMMUNICATORS AND ACTIVE LISTENERS. THE CURRICULUM IS WHOLLY CENTERED ON THE PATIENT, ALLOWING STUDENTS TO RETAIN THE EMPATHY WITH WHICH THEY START MEDICAL SCHOOL. STUDENTS BEGIN SEEING PATIENTS FROM THEIR FIRST WEEK IN MEDICAL SCHOOL AND HAVE ONE-ON-ONE MENTORING RELATIONSHIPS WITH CLINICAL FACULTY FOR ALL FOUR YEARS. PHYSICIAN DEVELOPMENT COACHES FOSTER A PERSONAL RELATIONSHIP THAT CONTRIBUTES TO STUDENT PROFESSIONAL IDENTITY FORMATION WHILE PROVIDING AN ADDITIONAL LAYER OF SUPPORT TOWARD OUR STUDENTS' ACADEMIC SUCCESS AND WELLNESS. STUDENTS LEARN IN AN ADULT-LEARNER MODEL USING FLIPPED CLASSROOMS AND NO LECTURES. WE ALSO UTILIZE AUGMENTED AND VIRTUAL REALITY AND ADVANTAGE ARTIFICIAL INTELLIGENCE TO ADVANCE HOW STUDENTS LEARN AS WE PREPARE THEM FOR THE FUTURE. Students in the Harris College of Nursing & Health Sciences study varied health disciplines, including nursing, communication sciences and disorders, kinesiology, social work, occupational therapy, physician associate and nurse anesthesia. All are "helping professions" dedicated to improving people's lives and transforming global health care. Harris graduates consistently score higher than the national average on their licensing and certification exams. Each academic unit has external accreditation requirements and consistently performs well in these external measures. Faculty members are involved in significant research areas such as pharmacogenetics, obesity prevention, voice disorders, homelessness and patient safety. U.S. News & World Report also ranked TCU # 7 in the 2021 Best Doctor of Nursing Practice programs. THE COLLEGE OF SCIENCE & ENGINEERING OFFERS UNDERGRADUATE MAJORS IN ASTRONOMY & PHYSICS, BIOCHEMISTRY, BIOLOGY, BIOPHYSICS, CHEMISTRY, CHILD DEVELOPMENT, COMPUTER SCIENCE, GEOLOGY, ENGINEERING, ENVIRONMENTAL SCIENCES, MATHEMATICS, NEUROSCIENCE, NUTRITIONAL SCIENCES, PSYCHOLOGY, AND RANCH MANAGEMENT. THE COLLEGE ALSO OFFERS GRADUATE DEGREES, INCLUDING AT THE DOCTORAL LEVEL IN BIOLOGY, CHEMISTRY & BIOCHEMISTRY, MATHEMATICS, PHYSICS & ASTRONOMY, AND PSYCHOLOGY. THE INSTITUTE OF ENVIRONMENTAL STUDIES LEADS INTERDISCIPLINARY EFFORTS IN THE FIELD OF SUSTAINABILITY. THE PREHEALTH PROFESSIONS INSTITUTE HAS BEEN LONG KNOWN FOR AN ACCEPTANCE RATE AT PROFESSIONAL SCHOOLS OF ABOUT TWICE THE NATIONAL AVERAGE. THE COLLEGE'S KAREN PURVIS INSTITUTE OF CHILD DEVELOPMENT HAS MADE AN IMPORTANT IMPACT IN THE LIVES OF AT-RISK CHILDREN THROUGH RESEARCH, INTERVENTION, AND THERAPY. THE RANCH MANAGEMENT PROGRAM AND INSTITUTE ARE WORLD RECOGNIZED. THE INSTITUTE FOR BEHAVIORAL RESEARCH CONDUCTS FEDERALLY FUNDED RESEARCH FOR EVALUATING AND IMPROVING TREATMENT STRATEGIES THAT TARGET REDUCTIONS IN DRUG ABUSE. RESEARCH OPPORTUNITIES ABOUND FOR UNDERGRADUATES THROUGHOUT THE COLLEGE. TCU ALSO OFFERS A BROAD ARRAY OF EXTENDED EDUCATION OPPORTUNITIES. TCU PROVIDES INTERNAL GRANT RESOURCES WHICH ARE AVAILABLE TO THE COLLEGES AND SCHOOLS FOR THE PURPOSE OF SPONSORING NEW AND INNOVATIVE IDEAS FOR INSTRUCTION. THESE RESOURCES ARE AWARDED ON THE BASIS OF MERIT THROUGH A COMPETITIVE PROPOSAL REVIEW PROCESS. TCU IS COMMITTED TO FOSTERING INNOVATION THROUGH THIS APPROACH AS A MEANS TO SUPPORT CONTINUOUS IMPROVEMENT IN ACADEMIC PROGRAMMING. TCU IS COMMITTED TO ENROLLING TALENTED, MOTIVATED STUDENTS FROM DIVERSE BACKGROUNDS. TO THAT END, TCU OFFERS A FULL RANGE OF SCHOLARSHIPS, FINANCIAL AID, AND FINANCING OPTIONS TO FAMILIES OF ALL INCOME LEVELS. APPROXIMATELY 80 PERCENT OF TCU STUDENTS RECEIVE SOME TYPE OF ASSISTANCE FROM THE OFFICE OF SCHOLARSHIPS AND FINANCIAL AID.
Form 990, Part III, Line 4a-4c Description of program services(Expenses $ 85,807,722 including grants of $)(Revenue $ 13,327,877) SEE SCHEDULE O
Form 990, Part VI, Line 13 WHISTLEBLOWER POLICYTCU'S WHISTLEBLOWER POLICY IS INCLUDED IN ITS WRITTEN CODE OF CONDUCT POLICY. THAT POLICY ADDRESSES HOW TO REPORT SUSPECTED VIOLATIONS OR CONCERNS, INCLUDING IDENTIFICATION OF STAFF MEMBERS AND OUTSIDE PARTIES TO WHOM SUCH INFORMATION CAN BE REPORTED, AS WELL AS DISCIPLINARY ACTION FOR ACTS OF RETALIATION. THE CODE OF CONDUCT POLICY HAS BEEN ADOPTED BY THE GOVERNING BOARD OF THE UNIVERSITY AS THE UNIVERSITY'S WHISTLEBLOWER POLICY.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsMARK JOHNSON AND BRYAN KING - Business relationship, KIT TENNISON MONCRIEF AND ADELAIDE ROYER - Family relationship
Form 990, Part VI, Line 11b Review of form 990 by governing bodyFORM 990 IS REVIEWED INTERNALLY BY TCU'S FINANCIAL MANAGEMENT, INCLUDING THE UNIVERSITY'S CHIEF FINANCIAL OFFICER, BEFORE BEING PRESENTED TO THE UNIVERSITY'S AUDIT, RISK, AND COMPLIANCE COMMITTEE FOR REVIEW. TCU MANAGEMENT PROVIDES SPECIFIC DISCLOSURES RELATING TO INDIVIDUAL TRUSTEES, OFFICERS, KEY EMPLOYEES, AND HIGHLY COMPENSATED EMPLOYEES TO THE AFFECTED INDIVIDUALS FOR THEIR REVIEW. THE UNIVERSITY'S AUDIT, RISK, AND COMPLIANCE COMMITTEE AND CHANCELLOR REVIEW FORM 990 BEFORE IT IS DISTRIBUTED TO ALL OTHER TRUSTEES. AFTER REVIEW AT ITS SPRING MEETING, THE AUDIT, RISK, AND COMPLIANCE COMMITTEE AUTHORIZES THE ONLINE DISTRIBUTION OF FORM 990 TO ALL TRUSTEES PRIOR TO FILING WITH THE IRS. THE FORM 990 REVIEW PROCESS BY THE AUDIT, RISK, AND COMPLIANCE COMMITTEE AND DISTRIBUTION TO ALL TRUSTEES HAS BEEN FORMALLY INCORPORATED INTO TCU'S AUDIT, RISK, AND COMPLIANCE COMMITTEE CHARTER.
Form 990, Part VI, Line 12c Conflict of interest policyTCU HAS WRITTEN CONFLICT OF INTEREST POLICIES FOR ALL EMPLOYEES AS WELL AS FOR TRUSTEES. OFFICERS, TRUSTEES, AND KEY EMPLOYEES RECEIVE A WRITTEN COPY OF THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS, ALONG WITH A LIST OF THE NAMES OF OTHER OFFICERS, TRUSTEES, AND KEY EMPLOYEES. THEY ALSO RECEIVE A CONFLICT OF INTEREST STATEMENT THAT MUST BE COMPLETED AND SIGNED, AND RETURNED TO THE CHANCELLOR. THE STATEMENT REQUIRES EACH INDIVIDUAL TO DISCLOSE WHETHER THEY HAVE ANY CONFLICTS OF INTEREST AND TO DESCRIBE THE NATURE OF ANY SUCH CONFLICTS. THE STATEMENT ALSO REQUIRES THE INDIVIDUAL TO DISCLOSE FAMILY RELATIONSHIPS AND BUSINESS RELATIONSHIPS WITH TCU AS WELL AS WITH OTHER OFFICERS, TRUSTEES, OR KEY EMPLOYEES. THE CHANCELLOR'S OFFICE FOLLOWS UP TO ENSURE THAT A SIGNED CONFLICT OF INTEREST STATEMENT IS RECEIVED FROM EACH AFFECTED INDIVIDUAL. THE CHANCELLOR AND THE CHAIR OF THE BOARD OF TRUSTEES REVIEW EACH STATEMENT. ANY POTENTIAL CONFLICTS ARE ALSO REVIEWED WITH TCU'S LEGAL COUNSEL AND FOLLOW UP UNDERTAKEN AS NEEDED TO ADDRESS ANY IDENTIFIED CONCERNS. THE STATEMENTS ARE ALSO PROVIDED TO THE FINANCE DEPARTMENT FOR REVIEW AND FOR FORM 990 DISCLOSURE PURPOSES. WITH RESPECT TO SPECIFIC TRANSACTIONS INVOLVING AN EXISTING OR POTENTIAL CONFLICT OF INTEREST, THE POLICY REQUIRES DISCLOSURE TO BE MADE AT THE EARLIEST POSSIBLE TIME AND ANNUALLY AFTER THAT. IN ACCORDANCE WITH THE POLICY, TRUSTEES OR OFFICERS CANNOT VOTE ON, NOR PARTICIPATE IN DISCUSSING, ANY MATTER IN WHICH THEY HAVE A CONFLICT OF INTEREST, EXCEPT TO PROVIDE INFORMATION. TEXAS CHRISTIAN UNIVERSITY REQUIRES EMPLOYEES TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST IN ACCORDANCE WITH THE UNIVERSITY'S CONFLICT OF INTEREST POLICY. THE POLICY IS AVAILABLE IN THE UNIVERSITY'S INSTITUTIONAL ONLINE POLICY REPOSITORY. ALL FULL-TIME (1.0 FTE) EMPLOYEES ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE THROUGH THE UNIVERSITY'S ONLINE REPORTING PLATFORM. IN ADDITION, EMPLOYEES MUST SUBMIT A DISCLOSURE AS SOON AS POSSIBLE AFTER BECOMING AWARE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST. DISCLOSURES MUST DESCRIBE THE NATURE OF THE ACTUAL OR POTENTIAL CONFLICT AND PROVIDE SUFFICIENT INFORMATION FOR THE UNIVERSITY TO EVALUATE AND ADDRESS THE SITUATION. ALL DISCLOSURE FORMS ARE SUBMITTED THROUGH THE ONLINE PORTAL AND ARE REVIEWED BY THE OFFICE OF INTERNAL AUDIT AND COMPLIANCE. IF AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST IS IDENTIFIED, THE DISCLOSURE WILL BE REVIEWED BY THE UNIVERSITY'S CONFLICTS COMMITTEE. THE COMMITTEE WILL DETERMINE THE APPROPRIATE COURSE OF ACTION TO RESOLVE THE CONFLICT, WHICH MAY INCLUDE ELIMINATING THE CONFLICT OR ESTABLISHING A FORMAL MANAGEMENT PLAN. WHEN A MANAGEMENT PLAN IS REQUIRED, THE CONFLICTS COMMITTEE WILL WORK IN CONJUNCTION WITH THE EMPLOYEE AND THE EMPLOYEE'S SUPERVISOR OR MANAGER TO DEVELOP AND APPROVE THE PLAN. ALL MANAGEMENT PLANS WILL BE REVIEWED AT LEAST ANNUALLY TO ENSURE THEY REMAIN APPROPRIATE BASED ON CURRENT CIRCUMSTANCES.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialTCU HAS ESTABLISHED THE FOLLOWING PROCEDURE FOR DETERMINING EXECUTIVE COMPENSATION FOR THE CHANCELLOR AND TO ASSURE THAT THE COMPENSATION MEETS THE REBUTTABLE PRESUMPTION OF REASONABLENESS STANDARD. TCU'S HUMAN RESOURCES DEPARTMENT ANNUALLY REVIEWS COMPOSITE DATA FROM SEVERAL SALARY SURVEYS AND SOURCES. AND PROVIDES ANNUAL SALARY SURVEY COMPENSATION AND BENEFITS DATA TO THE EXECUTIVE COMPENSATION SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE FOR USE IN DETERMINING THE CHANCELLOR'S SALARY. IN ACCORDANCE WITH THE EXECUTIVE COMMITTEE CHARTER OF THE BOARD OF TRUSTEES, THE CHAIR OF THE BOARD APPOINTS A SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE OF THE BOARD ANNUALLY TO EVALUATE PERFORMANCE AND TO ASSURE THAT COMPENSATION FOR THE CHANCELLOR IS REASONABLE AND THAT ADEQUATE DOCUMENTATION IS MAINTAINED FOR SUPPORTING THE REASONABLENESS OF COMPENSATION PAID. THE CHAIR OF THE BOARD OF TRUSTEES SERVES AS THE CHAIR OF THE SUBCOMMITTEE. THE SUBCOMMITTEE'S CHARGE INCLUDES REVIEWING THE CHANCELLOR'S SELF-EVALUATION, REVIEWING ANY OTHER MATERIALS SUBMITTED BY THE CHANCELLOR AS PART OF THE EVALUATION, AND REVIEWING THE COMPENSATION PARAMETERS CURRENTLY APPLIED TO THE CHANCELLOR. THE SUBCOMMITTEE MEETS WITH THE CHANCELLOR TO DISCUSS PERFORMANCE AND THE CHAIR OF THE SUBCOMMITTEE/BOARD SUBSEQUENTLY ADVISES THE SECRETARY OF THE BOARD OF THE SUBCOMMITTEE'S COMPENSATION AND BENEFITS RECOMMENDATION FOR THE CHANCELLOR FOR THE COMING ACADEMIC YEAR. THE RECOMMENDATION OF COMPENSATION INCLUDES CONSIDERATION OF PERFORMANCE AS WELL AS CURRENT MARKET COMPENSATION DATA TO ENSURE THE REASONABLENESS OF THE RECOMMENDED COMPENSATION. AN INDEPENDENT COMPENSATION CONSULTING FIRM WAS USED BY THE SUBCOMMITTEE TO ASSIST IN EVALUATING AND ESTABLISHING THE CHANCELLOR'S COMPENSATION FOR FISCAL YEAR 2024. THE INDEPENDENT COMPENSATION CONSULTING FIRM REVIEWED FORM 990 DATA FOR COMPENSATION AND BENEFITS PROVIDED TO THE CHANCELLOR ROLE AT A PEER GROUP OF COMPARABLE PRIVATE UNIVERSITIES, AND ALSO REVIEWED THE SALARY SURVEY DATA PROVIDED BY TCU. THE INDEPENDENT COMPENSATION CONSULTING FIRM PREPARED A REASONABLENESS OPINION LETTER BASED UPON ITS REVIEW OF THE CHANCELLOR'S COMPENSATION FOR FISCAL YEAR 2024 AND THE REVIEW OF COMPARABLE MARKET DATA. THE LETTER SERVES TO DOCUMENT THE FIRM'S EVALUATION OF THE APPROVED COMPENSATION AND OUTLINE THE METHODOLOGY, FINDINGS AND THE BASIS FOR ITS OPINION OF ITS REASONABLENESS. IN ADDITION, AN INDEPENDENT LAW FIRM WAS USED BY THE SUBCOMMITTEE TO PREPARE AN EXCESS BENEFIT TRANSACTION LETTER, IN WHICH THE LAW FIRM OPINED THAT THE CHANCELLOR'S COMPENSATION FOR FISCAL YEAR 2024 DID NOT RESULT IN AN EXCESS BENEFIT TRANSACTION. THE CHAIR OF THE BOARD PRESENTS THE SUBCOMMITTEE'S FINAL EVALUATION OF THE CHANCELLOR'S PERFORMANCE AND COMPENSATION RECOMMENDATION TO THE EXECUTIVE COMMITTEE OF THE BOARD IN AN EXECUTIVE SESSION AT THE NEXT SCHEDULED MEETING. THE CHAIR OF THE BOARD ADVISES THE FULL BOARD AT THE NEXT SCHEDULED MEETING THAT THE EVALUATION PROCESS WAS CONDUCTED AND COMPLETED AS SET FORTH IN THE EXECUTIVE COMMITTEE CHARTER. THIS PROCESS WAS LAST UNDERTAKEN FOR THE CHANCELLOR'S COMPENSATION IN 2025.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesTCU HAS ESTABLISHED THE FOLLOWING PROCEDURES FOR DETERMINING EXECUTIVE COMPENSATION FOR OTHER OFFICERS AND EXECUTIVE LEVEL EMPLOYEES. IN ACCORDANCE WITH THE EXECUTIVE COMMITTEE CHARTER OF THE BOARD OF TRUSTEES, THE CHANCELLOR IS RESPONSIBLE FOR PERFORMING ANNUAL EVALUATIONS AND SETTING SALARIES AND OTHER COMPENSATION COMPONENTS FOR SENIOR ADMINISTRATIVE OFFICERS, SUBJECT TO LIMITATIONS SET IN THE BUDGET APPROVED BY THE FULL BOARD. THE CHANCELLOR PROVIDES A SUMMARY OF THE ANNUAL EVALUATIONS AND COMPENSATION DETERMINATIONS TO THE EXECUTIVE COMMITTEE DURING A SCHEDULED MEETING AND CITES RELIABLE AND INDEPENDENT COMPARABILITY DATA UPON WHICH COMPENSATION DETERMINATIONS ARE BASED. THE CHANCELLOR MAINTAINS RELEVANT DOCUMENTATION USED FOR COMPENSATION DETERMINATIONS. TO FACILITATE THE CHANCELLOR'S RESPONSIBILITIES, TCU'S HUMAN RESOURCES DEPARTMENT ANNUALLY REVIEWS TWO SOURCES OF SALARY SURVEY DATA FOR SALARY COMPARISON PURPOSES WITH TCU'S EXECUTIVE LEVEL POSITIONS. EACH SPRING WHEN THE NEW SURVEY DATA IS RELEASED, TCU'S HUMAN RESOURCES DEPARTMENT REVIEWS THE DATA AND SUMMARIZES THE RESULTS INTO A REPORT IDENTIFYING SALARY INFORMATION FOR THE FOLLOWING POSITIONS: CHANCELLOR, VICE CHANCELLORS, DEANS, AND UNIT HEADS WHOSE JOBS CAN BE MATCHED TO SURVEY DATA. EACH YEAR THE SUPERVISING ADMINISTRATOR MEETS WITH SUBORDINATES AND EVALUATES THEIR PERFORMANCE. THIS EVALUATION BECOMES THE BASIS FOR DETERMINING THE AMOUNT OF THE MERIT INCREASE TO BE AWARDED USING THE SALARY SURVEY SUMMARY OF DATA AS A GUIDELINE FOR MAKING THIS DECISION. THIS PROCESS WAS LAST UNDERTAKEN FOR OFFICERS AND OTHER SENIOR EMPLOYEES IN 2025. AN INDEPENDENT COMPENSATION CONSULTING FIRM WAS USED BY THE SUBCOMMITTEE AND THE CHANCELLOR TO ASSIST IN EVALUATING AND ESTABLISHING THE COMPENSATION FOR DISQUALIFIED PERSONS FOR FISCAL YEAR 2025. THE INDEPENDENT COMPENSATION CONSULTING FIRM PERFORMED AN EXECUTIVE TOTAL REMUNERATION EVALUATION THAT CONFIRMED THE APPROPRIATE PEER GROUP FOR BENCHMARKING PURPOSES; GATHERED COMPENSATION AND BENEFITS DATA FOR EACH OF THE PEERS FROM FORM 990 FILINGS, ADJUSTING DATA AS NEEDED, AND MATCHING EACH EXECUTIVE TO THE APPROPRIATE ROLE; GATHERED ADDITIONAL DATA FROM SALARY SURVEYS PROVIDED BY TCU; DETERMINED THE MARKET POSITIONING OF EACH EXECUTIVE'S TOTAL REMUNERATION (COMPENSATION PLUS BENEFITS) RELATIVE TO THE COMPARATOR GROUPS; PREPARED A REPORT SUMMARIZING FINDINGS AND DISCUSSED FINDINGS WITH TCU; AND PREPARED A REASONABLENESS OPINION LETTER DOCUMENTING TCU'S FINAL PAY DECISIONS REGARDING THE EXECUTIVES. THIS PROCESS WAS LAST UNDERTAKEN FOR DISQUALIFIED PERSONS IN 2025.
Form 990, Part VI, Line 19 Required documents available to the publicTCU DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. TCU MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. TCU'S CONFLICT OF INTEREST POLICY IS AVAILABLE TO THE PUBLIC VIA TCU'S HUMAN RESOURCES WEBSITE.
Form 990, Part VIII, Line 2f Other Program Service RevenueOther Program Services Revenue - Total Revenue: 16463317, Related or Exempt Function Revenue: 16240609, Unrelated Business Revenue: 222708, Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous RevenueOther Revenue - Total Revenue: 863154, Related or Exempt Function Revenue: , Unrelated Business Revenue: 61466, Revenue Excluded from Tax Under Sections 512, 513, or 514: 801688;
Form 990, Part X, Line 20 TAXABLE AND TAX-EXEMPT BOND LIABILITIESTHE AMOUNT REPORTED ON LINE 20 INCLUDES TAX-EXEMPT BOND DEBT; REMAINING BOND LIABILITIES ARE REPORTED ON LINE 23.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesOTHER MISC. CHANGES - -820; Post Retirement Benefit Actuarial Change - 1201273; Rounding - 1; Total - 1200454;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtAddress Line2USAddress/AddressLine2Txt
DASHROSE LLC
3900 Verano DriveAUSTINTX78735823189162REAL ESTATETX$268,075$18,949,940TCU
WEXLER MCCOY LLC
505 W 15th StreetAUSTINTX78701830826180REAL ESTATETX$0$2,733,482TCU
BERRY STREET PO LLC
211 E 7th Street Suite 620AustinTX78701REAL ESTATETX$0$2,810,345TCU
FDP TEXAS HOLDINGS A LLC
211 E 7th Street Suite 620AustinTX78701333587707REAL ESTATETX$0$754,713TCU
812 WOOD STREET HOLDCO LLC
211 E 7th Street Suite 620AustinTX78701333615681REAL ESTATETX$0$754,218TCU
RUBIK'S RETAIL HOLDINGS LLC
777 MAIN STREET SUITE 2700FORT WORTHTX76102REAL ESTATETX$61,544$5,859,108TCU
Nebraska Realty Holdings LLC
251 Little Fallas DriveWilmingtonDE19808823291409REAL ESTATEDE$0$0TCU
Future Development Partners (Texas) Series VI LLC
211 E 7th StreetAustinTX78701920996415INVESTMENTSTX$0$10,015,109TCUSuite 620
BELLAIRE ACQUISITIONS LLC
777 MAIN STREET SUITE 2700FORT WORTHTX76102814806107REAL ESTATETX$0$0TCU

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
William C Conner Foundation
TCU Box 298530Neeley School of BusinessFort WorthTX761290001756036724InvestmentsTX501(c)(3)Type III-FITCUYes (true)
Texas Christian University Employer VEBA Trust
8625 Andrew Carnegie BlvdCharlotteNC28262823782225WELFARE BENEFIT PLANTX501(c)(9)TCUYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctUBI Code VUBICodeVAmtAddress Line2USAddress/AddressLine2TxtShare Of Total IncomeShareOfTotalIncomeAmt
GCM GROSVENOR - TCU INVESTMENT FUND LP
767 FIFTH AVE 11TH FLOORNEW YORKNY10153263345349INVESTMENTSDENONEExcludedfalsefalse0.94729
TRITIUM I-A LP
1011 S CONGRESS AVE SUITE 350AUSTINTX78704470990592INVESTMENTSDENONEExcludedfalsefalse0.52933$0
BREAKWATER CREDIT OPPORTUNITIES FUND III LP
2121 AVENUE OF THE STARSCentury CityCA90067862709775INVESTMENTSDENONEExcludedfalsefalse0.71070$0SUITE 800
Virtual Holding Investors LLC
ONE TOWER BRIDGEWEST CONSHOHOCKENPA19428854332665INVESTMENTSDENONEExcludedfalsefalse0.63195$0ONE FRONT STREET$0
ACADIAN ALL COUNTRY WORLD EX US LONG-SHORT FUND
200 CLARENDON STREETBOSTONMA02113202553446INVESTMENTSDENONEExcludedfalsefalse0.60738$053RD FLOOR$531,707

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Charitable Remainder Trusts (11)BusinessNameLine1Txt
FieldValueIRS element (for citing)
Primary ActivitiesSupportPrimaryActivitiesTxt
Legal Domicile StateTXLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeTrustEntityTypeTxt
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (8 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
GCM GrosvenorTCU Investment Fund LP (CS TCU Inv Fund)
B$52,7002024 K-1
GCM GrosvenorTCU Investment Fund LP (CS TCU Inv Fund)
S$102,3132024 K-1
Tritium I-A LP
B$673,2292024 K-1
Breakwater Credit Opportunities Fund III LP
S$3,761,3252024 K-1
Virtual Holding Investors LLC
B$493,2602024 K-1
Texas Christian University Employer VEBA Trust
B$866,395Wire transfers
Acadian All Country World Ex US Long-Short Fund
B$39,999,9992024 K-1
CHARITABLE REMAINDER TRUST (1)
S$203,886ACTUAL DISTRIBUTION