2026-04-14T13:39:50+00:00 2025-05-31 440160260 Forvis Mazars LLP 14221 Dallas Parkway Suite 400 Dallas TX 75254 990 2024-06-01 750926755 University of Dallas UNIV 9727215000 1845 E Northgate Dr Irving TX 75062 JONATHAN SANFORD PRESIDENT 9727215000 2026-04-14 true Andrew J Gray P01517705 9727028262 2026-04-15 2024 2025-03-06 01:10:19Z JONATHAN SANFORD 1845 E Northgate Dr Irving TX 75062 151559913 false X WWW.UDALLAS.EDU X 1956 TX THE UNIVERSITY OF DALLAS IS DEDICATED TO THE PURSUIT OF WISDOM, OF TRUTH, AND OF VIRTUE AS THE PROPER AND PRIMARY ENDS OF EDUCATION. 36 35 1238 300 -44844 0 10272356 11441768 95992469 99944862 6866590 8108171 104957 148134 113236372 119642935 48285689 51961601 0 0 39399056 37155615 171347 70875 2446114 28748826 31968837 116604918 121156928 -3368546 -1513993 192913850 193537274 35731782 38994149 157182068 154543125 X THE UNIVERSITY OF DALLAS IS DEDICATED TO THE PURSUIT OF WISDOM, OF TRUTH, AND OF VIRTUE AS THE PROPER AND PRIMARY ENDS OF EDUCATION. THE UNIVERSITY SEEKS TO EDUCATE ITS STUDENTS SO THEY MAY DEVELOP THE INTELLECTUAL AND MORAL VIRTUES, PREPARE THEMSELVES FOR LIFE AND WORK IN A PROBLEMATIC AND CHANGING WORLD, AND BECOME LEADERS ABLE TO ACT RESPONSIBLY FOR THEIR OWN GOOD AND FOR THE GOOD OF THEIR FAMILY, COMMUNITY, COUNTRY, AND CHURCH. false false 78660640 50124038 89341639 THE CONSTANTIN COLLEGE OF LIBERAL ARTS SEEKS TO EDUCATE STUDENTS OF SERIOUSNESS, INTELLIGENCE AND SPIRIT IN ACCORDANCE WITH THE FUNDAMENTAL MISSION OF THE UNIVERSITY OF DALLAS - THE SPECIFIC MISSION OF THE CONSTANTIN COLLEGE IS TO PROVIDE UNDERGRADUATE EDUCATION THROUGH BACCALAUREATE DEGREE PROGRAMS WHICH INCLUDE A SUBSTANTIAL AND COHERENT CORE CURRICULUM COMMON TO ALL UNDERGRADUATES AND MAJOR STUDIES IN THE HUMANITIES AND SCIENCES PROPER TO LIBERAL LEARNING. THE CORE CURRICULUM EMPHASIZES THE STUDY OF THE GREAT DEEDS AND WORKS OF WESTERN CIVILIZATION, BOTH ANCIENT AND MODERN. THE MAJORS ARE BUILT UPON THE CORE AND INVITE STUDENTS TO DISCIPLINED INQUIRY INTO FUNDAMENTAL ASPECTS OF BEING AND OF OUR RELATION TO GOD, TO NATURE AND TO FELLOW HUMAN BEINGS. THE CURRICULUM AS A WHOLE SEEKS TO ENABLE STUDENTS TO ACHIEVE THE KNOWLEDGE OF NATURE AND THE UNDERSTANDING OF THE HUMAN CONDITION NECESSARY FOR THEM TO COMPREHEND THE FUNDAMENTAL CHARACTER OF THE WORLD IN WHICH THEY ARE CALLED TO LIVE AND WORK. 5473013 298270 5887101 THE SATISH & YASMIN GUPTA COLLEGE OF BUSINESS IS A PROFESSIONAL SCHOOL WHOSE PRIMARY PURPOSE IS TO PREPARE ITS STUDENTS TO BECOME COMPETENT AND RESPONSIBLE MANAGERS WHO ARE PRINCIPLED AND MORAL LEADERS. TO ACCOMPLISH THIS PURPOSE, WE SELECT AND RETAIN A DIVERSE AND TALENTED FACULTY AND STAFF. WE ENCOURAGE OUR FACULTY TO ENGAGE IN REAL WORLD PRACTICES THAT SUPPORT THEIR TEACHING AND RESEARCH AGENDAS. OUR FACULTY EMPHASIZE TEACHING AND LEARNING AND ENGAGE IN BASIC, APPLIED, AND PEDAGOGICAL RESEARCH. 2351694 1539293 3627494 THE BRANIFF GRADUATE SCHOOL SEEKS TO ACCOMPLISH AT THE HIGHEST LEVEL THE UNIVERSITY'S COMMITMENT TO THE REVIVAL OF THE WESTERN HERITAGE OF LIBERAL EDUCATION, THE RECOVERY OF THE CHRISTIAN INTELLECTUAL TRADITION AND THE RENEWAL OF CATHOLIC THEOLOGY IN FIDELITY TO THE CHURCH AND IN CONSTRUCTIVE DIALOGUE WITH THE MODERN WORLD. ITS SPECIFIC PURPOSE IS TO OFFER SELECTED MASTER'S AND DOCTORAL PROGRAMS IN THE LIBERAL ARTS WHICH RECALL THESE DISCIPLINES TO THEIR FIRST PRINCIPLES AND WHICH WILL PREPARE STUDENTS FOR CAREERS IN A VARIETY OF FIELDS. THESE PROGRAMS SEEK TO ENABLE STUDENTS TO ACQUIRE THE KNOWLEDGE AND SKILLS NECESSARY FOR WORK IN PARTICULAR FIELDS AND TO UNDERSTAND THE PRINCIPLES OF LEARNING AND THE VIRTUES OF MIND AND HEART WHICH ARE CONSTITUTIVE OF EXCELLENCE IN THEIR LIFE'S WORK. 8883098 710439 Functions that support academic programs across the entire university including related depreciation. These areas include: -Provost Office - including faculty development and special projects -Academic Success -ADA and VA Services -Title IX -Academic and Instructional Technology -Accreditation - including the Quality Enhancement Plan -Online Learning -Registrar -Library - including UD History/Archive -Capp Bar -Convention Operations These functions represent centralized academic support infrastructure serving all schools and programs within the university. As such, they are integral to delivering the university's exempt educational mission. 1699980 402488 Functions supporting the Institutes. The Institutes included are Ann and Joe O Neuhoff Institute for Ministry and Evangelization, Donald and Louise Cowan Center, St. Ambrose Center and Studies in Catholic Faith and Culture. 10583078 1112927 97068425 true true false false false false false false false true true true false false true true true false true true true false false true false false false true true true true false false false false false false true false false false true false false false true false false false false false true X 2981 0 true 1238 true true true true IT false false false false false false false false false false X 36 35 false false false false false false false true true false false false true true true true true true true true false false NH X DEBORAH ZIMMERMAN 9727215177 1845 EAST NORTHGATE DR IRVING TX 75062 Edward Bishop Burns Chancellor 1.0 0.0 X X 0 0 0 Gabe Barkley NAB President 1.0 0.0 X X 0 0 0 Jonathan Sanford President 40.0 0.0 X X 505995 0 61336 Mary Ritter Secretary 1.0 0.0 X X 0 0 0 Mike Magusiak Treasurer 1.0 0.0 X X 0 0 0 Randall Muck Chairman 1.0 0.0 X X 0 0 0 Thomas Nealon Vice-Chairman 1.0 0.0 X X 0 0 0 Albert Zapanta Trustee 1.0 0.0 X 0 0 0 Annmarie Kelly Trustee 1.0 0.0 X 0 0 0 Bridgett Wagner Trustee 1.0 0.0 X 0 0 0 Charles Baumann Trustee 1.0 0.0 X 0 0 0 Charles LiMandri Trustee 1.0 0.0 X 0 0 0 Daniel Bishop Flores Trustee 1.0 0.0 X 0 0 0 Emmet Flood Trustee 1.0 0.0 X 0 0 0 Fanny Sheumaker Trustee 1.0 0.0 X 0 0 0 Frank Muller Trustee 1.0 0.0 X 0 0 0 Gregory Bishop Kelly Trustee 1.0 0.0 X 0 0 0 J Barry Clark Trustee 1.0 0.0 X 0 0 0 Jean White Trustee 1.0 0.0 X 0 0 0 Joe Armes Trustee 1.0 0.0 X 0 0 0 Julie Weber Trustee 1.0 0.0 X 0 0 0 Louis Brown Trustee 1.0 0.0 X 0 0 0 Louis Grabowsky Trustee 1.0 0.0 X 0 0 0 Mark Bishop Seitz Trustee 1.0 0.0 X 0 0 0 Mary Devlin Capizzi Trustee 1.0 0.0 X 0 0 0 Mary Hasson Trustee 1.0 0.0 X 0 0 0 Megan Smith Trustee 1.0 0.0 X 0 0 0 Nathaniel Tan Parker Trustee 1.0 0.0 X 0 0 0 Nicholas Serafy Jr Trustee 1.0 0.0 X 0 0 0 Patrick Haggerty Trustee 1.0 0.0 X 0 0 0 Patrick Stark Trustee 1.0 0.0 X 0 0 0 Regina Uhl Trustee 1.0 0.0 X 0 0 0 Richard Husseini Trustee 1.0 0.0 X 0 0 0 Tom Craddick Trustee 1.0 0.0 X 0 0 0 William Keffler Trustee 1.0 0.0 X 0 0 0 Win Bell Trustee 1.0 0.0 X 0 0 0 Andrew Ellison Vice President Enrollment Management 40.0 0.0 X 145995 0 11397 Ashton Ellis Vice President for Development and University Relations 40.0 0.0 X 211885 0 50377 Clare Venegas Vice President for Marketing and Communications 40.0 0.0 X 149588 0 30615 J Lee Whittington Dean, Satish & Yasmin Gupta College of Business 40.0 0.0 X 238556 0 46872 John Plotts Executive Vice President 40.0 0.0 X 190552 0 34356 Matthias Vorwerk Provost 40.0 0.0 X 228748 0 55580 Paula Brown Registrar 40.0 0.0 X 73192 0 17202 Philip Harold Dean Constantin College of Liberal Arts 40.0 0.0 X 158108 0 50081 Richard Dougherty Dean Braniff Graduate School 40.0 0.0 X 139692 0 39654 Robert Watling Vice President Finance and Chief Financial Officer 40.0 0.0 X 290395 0 29807 Ronnie Rombs Dean and Director Rome Campus 40.0 0.0 X 136795 0 22614 Ryan Reedy Chief of Staff 40.0 0.0 X 171435 0 18583 Brian Murray Associate Professor, Management, COB 40.0 0.0 X 160675 0 21302 Greg Bell Associate Dean, Satish & Yasmin Gupta COB 40.0 0.0 X 192923 0 12505 Julia Fulmore Associate Dean, Satish & Yasmin Gupta COB 40.0 0.0 X 153103 0 10038 Laura Munoz Associate Professor, Cybersecurity, COB 40.0 0.0 X 163349 0 10248 Yiwen Jenny Gu Associate Professor of Finance, COB Instr. Operations 40.0 0.0 X 152383 0 22693 Brett Landry Professor, Cybersecurity, COB (Former Dean COB) 40.0 0.0 X 191438 0 29710 Heather Lachenauer Former Vice President Board & Legal Services and General Counsel 40.0 0.0 X 158011 0 25366 Peter Hatlie Former Vice President / Dean and Director of Rome Program 40.0 0.0 X 114759 0 3545 Susan Rhame Associate Professor, Accounting (Former interim Dean COB) 40.0 0.0 X 129247 0 13582 4056824 0 617463 56 true true false ARAMARK COPORATION 27310 NETWORK PL CHICAGO IL 606731273 FOOD SERVICES 4774764 HES FACILITY SERVICES LLC PO BOX 95596 CHICAGO IL 606945596 FACILITIES SERVICES 3014896 EAB GLOBAL INC PO BOX 603519 CHARLOTTE NC 282603519 STUDENT MARKETING 1087711 Servpro Team Shaw 2045 Grayson Dr Grapevine TX 76051 Contractor-Bio Lab and Gorman Lounge Reno 544507 ELLUCIAN COMPANY LP 62578 COLLECTION CENTER DR CHICAGO IL 606930625 BANNER HOSTING 519093 31 2260164 9181604 220635 11441768 TUITION AND FEES 611310 86108717 86108717 AUXILIARY ACTIVITIES 611710 12858535 12858535 STUDENT LIFE 611710 477356 477356 Other Program Revenue 611710 500254 500254 0 0 0 0 99944862 2363749 -45782 2409531 71494 71494 60230 21400 38830 0 38830 38830 37640000 31895578 0 5744422 0 5744422 5744422 REBATES 541800 24299 24299 PERKINS FEES 522291 12573 12573 WINE SALES 722410 938 938 0 0 0 0 37810 119642935 99969161 -44844 8276850 88757 88757 51872844 51872844 0 0 2812985 1283233 916460 613292 395846 374244 21602 26509764 20939826 4588807 981131 1137849 893536 173398 70915 4370102 3910267 261732 198103 1929069 1492404 336283 100382 258427 9704 248723 112821 112821 70875 70875 418899 418899 11641151 6217934 5348814 74403 607000 93975 476810 36215 3253464 2089696 1077233 86535 1819459 442396 1321858 55205 1523532 112098 1411434 1884678 1628425 220759 35494 1151431 900589 167342 83500 1080755 3003 1076620 1132 4640560 3715977 891219 33364 778154 628963 143823 5368 BAD DEBT 1749334 2968 1746366 MEMBERSHIP DUES 298814 221235 77379 200 PERKINS REIMBURSEMENTS 85327 85327 665031 146351 518680 0 121156928 97068425 21642389 2446114 27442 20896 11623245 14993679 3710276 3702224 3095487 3144667 0 0 0 0 2162106 2344287 166027099 98230281 64358777 67796818 89664852 82682128 17401772 18272039 713057 485391 156836 95145 192913850 193537274 6295607 6557651 6016722 9606911 21675000 21675000 0 0 1744453 1154587 35731782 38994149 X 85200068 79299125 71982000 75244000 157182068 154543125 192913850 193537274 -1513993 -1124950 0 X false true true true true X 15984949 11424722 10348936 10272356 11441768 59472731 0 0 15984949 11424722 10348936 10272356 11441768 59472731 1603237 57869494 1265314 1790665 2383359 2502418 2541255 10483011 5613 39015 10994 55622 20655 9391 20263 13887 12573 76769 70088133 480192100 0.82567 0.82038 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - PERKIN FEES, COLUMN A - 20655.0, COLUMN B - 9391.0, COLUMN C - 20263.0, COLUMN D - 13887.0, COLUMN E - 12573.0, COLUMN F - 76769.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100594483 3204601 6199824 0 9739124 517844 99741940 90218871 1093945 14610102 719702 4161447 447286 100594483 92418932 3459162 -397960 634539 4199453 427271 90218871 98447533 2093053 -3017061 647437 3929168 527988 92418932 74868752 2569357 25575950 538320 3509261 518945 98447533 0.3264 0.6736 0.0 true false 4844225 4844225 118771380 67836846 50934534 9673250 7624312 2048938 32738244 22769123 9969121 67796818 Closely-held equity interests Financial derivatives FUNDS HELD IN TRUST 7047 F Investment Hedge Funds 18123447 F Donor Bonds 141545 F 18272039 Federal Income Taxes REFUNDABLE STUDENT DEPOSITS 323487 US GOVT REFUNDABLE ADVANCES 736267 LEASE LIABILITIES 94833 1154587 X 66475000 -1124950 -51643902 -52768852 119243852 418899 -19816 399083 119642935 69117000 22873 22873 69094127 418899 51643902 52062801 121156928 Schedule D, Part V, Line 4 Intended uses of endowment funds THE INTENDED USE OF THE UNIVERSITY'S ENDOWMENT FUNDS IS TO SUPPORT THE INSTITUTION'S LONG-TERM MISSION BY PROVIDING THE FINANCIAL STRENGTH NECESSARY TO CARRY OUT THE MISSION'S OPERATIONS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The University is recognized as exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code (IRC). The University may be subject to federal and state income taxes on any net income from unrelated business activities. The University files a Form 990 (Return of University Exempt from Income Tax) annually and unrelated business income tax Form 990-T, as appropriate. Management has evaluated their material tax positions, which include such matters as the tax-exempt status of each entity and various positions relative to potential sources of unrelated business income tax (UBIT). As of May 31, 2025, and 2024, there were no uncertain tax positions that had not been recognized as a liability. Forms 990 and 990-T filed by the University are no longer subject to examination by the Internal Revenue Service for the fiscal years ended May 31, 2021, and prior. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Institutional Scholarships - -51643902 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Direct Rent Expense on Leased Property - -21400 Other revenue item - 1584 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Direct Rent Expense on Leased Property - 21400 Other expense item - 1473 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Institutional Scholarships - 51643902 true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY PURSUANT TO REV. PROC. 75-50, THE UNIVERSITY IS NOT REQUIRED TO USE THE NEWSPAPER. HOWEVER, THE NONDISCRIMINATORY POLICY IS PUBLISHED ON ITS WEBSITE WHICH WE VIEW AS A BROADCAST MEDIA THAT SERVES THE GENERAL PUBLIC. IN ADDITION, THE POLICY IS PROMOTED DURING STUDENT SOLICITATION TRIPS BY THE OFFICE OF ADMISSIONS WHEN THE SUBJECT IS RAISED. FINALLY, THE GENERAL PUBLIC IS AWARE OF THE UNIVERSITY'S RACIAL NONDISCRIMINATION POLICY BECAUSE OF THE UNIVERSITY'S CLOSE ASSOCIATION WITH THE DIOCESE OF DALLAS. DATA IS AVAILABLE UPON REQUEST. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT THE UNIVERSITY RECEIVED ASSISTANCE FOR STUDENT FINANCIAL AID FROM THE US DEPARTMENT OF EDUCATION IN THE FORM OF: SUBSIDIZED AND UNSUBSIDIZED DIRECT LOANS, PARENTS AND GRADUATE PLUS LOANS, COLLEGE WORK STUDY, ADDITIONAL ASSISTANCE WAS RECEIVED FROM THE TEXAS HIGHER EDUCATION COORDINATION BOARD IN THE FORM OF TEXAS EQUALIZATION GRANTS AND COLLEGE ACCESS LOANS. TSBPA SCHOLARSHIPS ARE PROVIDED FOR THE FIFTH YEAR ACCOUNTING STUDENTS NEEDING FINANCIAL ASSISTANCE. Schedule E, Part I, Line 2 STATEMENT OF RACIALLY NONDISCRIMINATORY POLICY THE UNIVERSITY IS RACIALLY NONDISCRIMINATORY TOWARD ALL STUDENTS IN ACCORDANCE WITH ITS MISSION AND CORE PRINCIPLES. THE POLICY IS POSTED ON KEY RECRUITING PIECES SUCH AS THE VIEW BOOK, THE WEBSITE, THE STUDENT HANDBOOK, THE UNIVERSITY CATALOG AS WELL AS THE COMMON APPLICATION AND APPLY TEXAS PROGRAM. Europe (Including Iceland and Greenland) 1 30 Program Services ROME CAMPUS 2342497 Europe (Including Iceland and Greenland) 0 0 Unrelated Business Activities 26343 Central America and the Caribbean 0 0 Investments 5228672 1 30 0 0 1 30 7597512 0 7597512 true false false false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual X true THE GIVING CROWD 15707C COIT RD DALLAS TX 75248 CONSULTING false 0 31250 -31250 FreeWill Online Services 2041 East ST PMB 615 Concord CA 74520 Planned Giving Platform false 0 9625 -9625 Bahigh Acuna 7309 Tangleglen Dr Dallas TX 75428 Consulting false 0 30000 -30000 0 70875 -70875 TX true Church of the Incarnation 1750 Northgate Dr Irving TX 75062 756248067 501(c)(3) 67000 General Community Support In My Shoes 12222 Merit Dr Suite 1900 Dallas TX 75251 463543853 501(c)(3) 7345 General Community Support Missionaries of Charity Inc 335 E 145th St Bronx NY 10451 061013589 501(c)(3) 7337 General Community Support 3 0 SCHOLARSHIP - UD AWARDS 3577 49993425 SCHOLARSHIP - TEG GRANTS 336 1666052 SCHOLARSHIP - NATIONAL MERIT 8 16000 SCHOLARSHIP - S EOG GRANT 125 197367 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds ALL GRANT FUNDS ARE DETERMINED AND AWARDED BY THE OFFICE OF ENROLLMENT MANAGEMENT AND STUDENT FINANCIAL AID CONSISTENT WITH THE UNIVERSITY'S POLICIES AS WELL AS FEDERAL AND STATE GUIDELINES. GRANTEES MUST MAINTAIN PREDETERMINED ACADEMIC LEVELS IN ORDER TO QUALIFY FOR SUBSEQUENT GRANTS. THE UNIVERSITY OFTEN RECEIVES CONTRIBUTIONS FROM THE PUBLIC WITH THE INTENT TO BE GIVEN TO THE CHURCH. THE UNIVERSITY DOES NOT MONITOR THE USE OF ANY ASSISTANCE GIVEN DUE TO THE NATURE OF THE DONATIONS. X X X true true X X X X false false false false false false false false false Jonathan Sanford President 404777 0 0 0 101218 0 24150 0 37186 0 567331 0 0 0 Heather Lachenauer Former Vice President Board & Legal Services and General Counsel 130687 0 0 0 27324 0 9259 0 16107 0 183377 0 0 0 Brett Landry Professor, Cybersecurity, COB (Former Dean COB) 177274 0 0 0 14164 0 11057 0 18653 0 221148 0 0 0 Susan Rhame Associate Professor, Accounting (Former interim Dean COB) 128540 0 0 0 707 0 9535 0 4047 0 142829 0 0 0 Peter Hatlie Former Vice President / Dean and Director of Rome Program 114411 0 0 0 348 0 0 0 3545 0 118304 0 0 0 Matthias Vorwerk Provost 219604 0 0 0 9144 0 16496 0 39084 0 284328 0 0 0 John Plotts Executive Vice President 145148 0 10000 0 35404 0 10935 0 23421 0 224908 0 0 0 Robert Watling Vice President Finance and Chief Financial Officer 289088 0 0 0 1307 0 20549 0 9258 0 320202 0 0 0 Ryan Reedy Chief of Staff 170886 0 0 0 549 0 13041 0 5542 0 190018 0 0 0 Andrew Ellison Vice President Enrollment Management 145509 0 0 0 486 0 2000 0 9397 0 157392 0 0 0 Ashton Ellis Vice President for Development and University Relations 203816 0 7000 0 1069 0 15400 0 34977 0 262262 0 0 0 Clare Venegas Vice President for Marketing and Communications 149498 0 0 0 90 0 10874 0 19741 0 180203 0 0 0 J Lee Whittington Dean, Satish & Yasmin Gupta College of Business 235018 0 0 0 3538 0 17500 0 29372 0 285428 0 0 0 Philip Harold Dean Constantin College of Liberal Arts 158018 0 0 0 90 0 11997 0 38084 0 208189 0 0 0 Richard Dougherty Dean Braniff Graduate School 138930 0 0 0 762 0 9870 0 29784 0 179346 0 0 0 Ronnie Rombs Dean and Director Rome Campus 136373 0 0 0 422 0 0 0 22614 0 159409 0 0 0 Greg Bell Associate Dean, Satish & Yasmin Gupta COB 192785 0 0 0 138 0 12288 0 217 0 205428 0 0 0 Laura Munoz Associate Professor, Cybersecurity, COB 161738 0 0 0 1611 0 9859 0 389 0 173597 0 0 0 Brian Murray Associate Professor, Management, COB 160060 0 0 0 615 0 11563 0 9739 0 181977 0 0 0 Julia Fulmore Associate Dean, Satish & Yasmin Gupta COB 153043 0 0 0 60 0 9821 0 217 0 163141 0 0 0 Yiwen Jenny Gu Associate Professor of Finance, COB Instr. Operations 152293 0 0 0 90 0 10144 0 12549 0 175076 0 0 0 Schedule J, Part I, Line 1a BENEFITS PROVIDED TO PERSONS LISTED ON THE 990 The University, as part of its executive compensation process has agreed to pay certain costs such as housing, automobile, companion travel and social club dues and includes these payments in the Executive's Compensation as taxable income. A Arlington Higher Education Finance Corp 243906171 2023-09-28 21550000 Refund/Refinance Prosperity Bank Loan and Finance cost of improvement projects false false false A 21550000 377246 2053142 19119612 2025 false false true true A false false false false false false 0 0 0.0 false false 0 false false A false false false false false false 0 false false false 0 false false true A true See Part V See Part V 355382 SCHOLARSHIPS Financial Assistance Schedule L, Part III PER THE IRS INSTRUCTIONS FOR SCHEDULE L, COLLEGES, UNIVERSITIES, AND PRIMARY AND SECONDARY SCHOOLS ARE NOT REQUIRED TO IDENTIFY INTERESTED PERSONS TO WHOM THEY PROVIDED SCHOLARSHIPS, FELLOWSHIPS, AND SIMILAR FINANCIAL ASSISTANCE. INSTEAD, THESE ORGANIZATIONS MUST GROUP EACH TYPE OF FINANCIAL ASSISTANCE PROVIDED TO INTERESTED PERSONS IN SEPARATE LINES. FOR EACH LINE, THE SCHOOL IS TO REPORT IN COLUMN (C) THE TYPE OF ASSISTANCE AND AGGREGATE DOLLAR AMOUNT OF THAT ASSISTANCE; COLUMNS (A) AND (B) ARE TO BE LEFT BLANK. 5 172135 Market value 1 48500 Market value 0 false true false Schedule M, Part I, Line 9 Method for Determining Noncash Contribution Amounts The amount of the gift is equal to the average of the stocks high and low value on the day of the gift as measured on the stock exchange. Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - Reflects the number of contributions of publicly traded stock. Collectibles - Reflects the number item of an antique collectible received. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 8,883,098 including grants of $)(Revenue $ 710,439) Functions that support academic programs across the entire university including related depreciation. These areas include: -Provost Office - including faculty development and special projects -Academic Success -ADA and VA Services -Title IX -Academic and Instructional Technology -Accreditation - including the Quality Enhancement Plan -Online Learning -Registrar -Library - including UD History/Archive -Capp Bar -Convention Operations These functions represent centralized academic support infrastructure serving all schools and programs within the university. As such, they are integral to delivering the university's exempt educational mission. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 1,699,980 including grants of $)(Revenue $ 402,488) Functions supporting the Institutes. The Institutes included are Ann and Joe O Neuhoff Institute for Ministry and Evangelization, Donald and Louise Cowan Center, St. Ambrose Center and Studies in Catholic Faith and Culture. Form 990, Part VI, Line 1a Delegation of Authority The executive committee exercises the powers of the Board of Trustees in the interim between board meetings except that it may not sell or alienate the land, alter bylaws, or appoint or remove the President of the University or a member of the board of trustees. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FINANCIAL INFORMATION AND SUPPORTING DOCUMENTATION FOR FORM 990 ARE PROVIDED TO THE UNIVERSITY'S TAX ACCOUNTANTS FOR REVIEW AND PREPARATION. A DRAFT OF THE 990 IS REVIEWED BY MANAGEMENT STAFF AND THE CFO AND IS THEN SUBMITTED TO THE AUDIT COMMITTEE FOR THEIR REVIEW. FOLLOWING THE AUDIT COMMITTEE REVIEW, THE FORM 990 IS ELECTRONICALLY SUBMITTED TO EACH MEMBER OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy THE UNIVERSITY OBTAINS DOCUMENTATION ON AN ANNUAL BASIS FROM ALL EMPLOYEES DIRECTOR LEVEL AND ABOVE, AS WELL AS CERTAIN KEY EMPLOYEES AND BOARD MEMBERS REGARDING POSSIBLE CONFLICTS OF INTEREST. TO THE EXTENT A TRUSTEE HAS A CONFLICT, THAT INDIVIDUAL IS NOT ALLOWED TO VOTE ON ANY ISSUE REGARDING THE ITEM IN CONFLICT. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE UNIVERSITY COLLECTS WAGE AND BENEFIT INFORMATION ON UNIVERSITIES OF SIMILAR SIZE AND STATURE FOR THE PRESIDENT AND OTHER SELECTED OFFICER POSITIONS BASED ON THE INFORMATION IN THE SURVEYED SCHOOLS' FORM 990. BASED ON THESE SURVEYS, RECOMMENDED CHANGES MADE BY THE EXECUTIVE COMMITTEE TO THE PRESIDENT'S SALARY ARE REVIEWED BY THE FULL BOARD OF TRUSTEES. THE REVIEWS ARE DOCUMENTED IN THE EMPLOYEE FILES. AS ADDITIONAL DOCUMENTATION, THE BOARD SIGNS THE PRESIDENT'S CONTRACT AT THE TIME OF THE REVIEW. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE UNIVERSITY COLLECTS ANNUAL WAGE AND COMPENSATION INFORMATION FROM THE ANNUAL COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION (CUPA) SURVEY FOR USE IN SALARY DETERMINATIONS. BASED ON THESE SURVEYS, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES APPROVES CHANGES TO THE SALARIES OF DEANS AND ABOVE. THE REVIEWS ARE DOCUMENTED IN THE EMPLOYEE FILES. Form 990, Part VI, Line 19 Required documents available to the public THE UNIVERSITY DOES NOT MAKE AVAILABLE TO THE PUBLIC ITS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY OR ITS GOVERNING DOCUMENTS. UD Land Holdings LLC 1845 E Northgate Dr Irving TX 75062 803569181 Hold property TX 0 0 University of Dallas