Civic Intelligence

Southern Methodist University Foundation for Research

990EZ • Fiscal year 2022 • EIN 20-0588905

Jun 01, 2021 to May 31, 2022 • Filed on Apr 07, 2023

Organization ProfileN/A
3140 Dyer Street Ms261Dallas, TX 75275-0261

(214) 768-2004

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2022

Top Officer Pay

100th percentile

$1,527,823

Higher top officer pay than 100% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

48th percentile

0.0%

Faster asset growth than 48% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$670

Flat from 2021

Net Assets

Flat

$670

Flat from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800$600$400$200$0Assets 2011: $670Net Assets 2011: $6702011Assets 2012: $670Net Assets 2012: $6702012Assets 2013: $670Net Assets 2013: $6702013Assets 2014: $670Net Assets 2014: $6702014Assets 2015: $670Net Assets 2015: $6702015Assets 2016: $670Net Assets 2016: $6702016Assets 2017: $670Net Assets 2017: $6702017Assets 2018: $670Net Assets 2018: $6702018Assets 2019: $670Net Assets 2019: $6702019Assets 2020: $670Net Assets 2020: $6702020Assets 2021: $670Net Assets 2021: $6702021Assets 2022: $670Net Assets 2022: $6702022Assets 2023: $670Liabilities 2023: $02023Assets 2024: $670Net Assets 2024: $6702024

Highlighted filing

2022

Assets$670
Liabilities-
Net Assets$670
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$0Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023

Latest loaded filing

2023

Revenue$0
Expenses$0
Net Income$0
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Apr 7, 2023
Return Version
2021v4.0
Mission and Program Overview

Mission

The organization's exempt purpose is to support academic scholarship and scientific research in the public interest for the benefit of southern methodist university.

Program Services

DescriptionGrantsExpenses
NONE--
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
R GERALD TURNERPresident-$1,478,798$49,025$1,527,823
ELIZABETH G LOBOAVP For Progr-$678,862$55,919$734,781
PAUL J WARDSecretary&Tr-$591,821$51,328$643,149
JAMES QUICKVP For Opera-$313,881$47,195$361,076
JESSE ADKINSAssistant Se-$184,681$27,600$212,281
Filing and Contact Details

Filer

Filer Name
Southern Methodist University
EIN
20-0588905
Phone
2147682004
Address
3140 DYER STREET MS261, DALLAS, TX 75275-0261

Signing Officer

Name
James Quick
Title
VP for Operations
Phone
2147682004
Signed
2023-04-07
Supplemental Narrative

Additional Explanations

Form 990-ez, Part II, Line 24

“Accounts receivable 670 670 total 670 670”

Form 990-ez, Part III

“The organization's exempt purpose is to support academic scholarship and scientific research in the public interest for the benefit of southern methodist university.”

Raw XML Appendix130 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0SMU CONTROLLER
IRS990EZ/BooksInCareOfDetail/PhoneNum02147684836
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0752750261
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0670
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0670
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0670
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0670
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0670
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0670
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01478798
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1678862
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt2313881
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt3591821
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt4184681
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt029000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt129000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt229000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt329000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt414943
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt020025
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt126919
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt218195
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt322328
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt412657
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0R GERALD TURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELIZABETH G LOBOA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES QUICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAUL J WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JESSE ADKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP FOR PROGR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP FOR OPERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY&TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASSISTANT SE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0670
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0670
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S EXEMPT PURPOSE IS TO SUPPORT ACADEMIC SCHOLARSHIP AND SCIENTIFIC RESEARCH IN THE PUBLIC INTEREST FOR THE BENEFIT OF SOUTHERN METHODIST UNIVERSITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NONE
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0750800689
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SOUTHERN METHODIST UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0SOUTHERN METHODIST UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACCOUNTS RECEIVABLE 670 670 TOTAL 670 670
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S EXEMPT PURPOSE IS TO SUPPORT ACADEMIC SCHOLARSHIP AND SCIENTIFIC RESEARCH IN THE PUBLIC INTEREST FOR THE BENEFIT OF SOUTHERN METHODIST UNIVERSITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES QUICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FOR OPERATIONS
ReturnHeader/BusinessOfficerGrp/PhoneNum02147682004
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN METHODIST UNIVERSITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION FOR RESEARCH
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0200588905
ReturnHeader/Filer/PhoneNum02147682004
ReturnHeader/Filer/USAddress/AddressLine1Txt03140 DYER STREET MS261
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752750261
ReturnHeader/ReturnTs02023-04-17T13:38:13-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0QUICK
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$670
Liabilities
-
Net assets
$670
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$670$670
2023Summary only. Only limited summary data is available for this year.$670$0$0$0$0
2022Detailed filing. Detailed filing data is available for this year.$670$670
2021Detailed filing. Detailed filing data is available for this year.$670$670
2020Detailed filing. Detailed filing data is available for this year.$670$670
2019Detailed filing. Detailed filing data is available for this year.$670$670
2018Detailed filing. Detailed filing data is available for this year.$670$670
2017Detailed filing. Detailed filing data is available for this year.$670$670
2016Detailed filing. Detailed filing data is available for this year.$670$670
2015Detailed filing. Detailed filing data is available for this year.$670$670
2014Detailed filing. Detailed filing data is available for this year.$670$670
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$670$670
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$670$670
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$670$670