Civic Intelligence

Texas State University Development Foundation

990 • Fiscal year 2015 • EIN 74-1982979

Jul 01, 2014 to Jun 30, 2015 • Filed on May 09, 2016

Organization ProfileWWW.DEVELOPMENTFOUNDATION.COM
601 University DriveSan Marcos, TX 78666

(512) 245-3860

Siviq Scores

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

Liabilities / Assets

7th percentile

0.01x

Higher debt load relative to assets than 7% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

8th percentile

0.03x

Higher debt load relative to revenue than 8% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Net Margin

96th percentile

75%

Higher net margin than 96% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

4th percentile

$0

Higher top officer pay than 4% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Asset Growth

79th percentile

11%

Faster asset growth than 79% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

98th percentile

210%

Faster revenue growth than 98% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$78,805,179

Up $7,646,631 (+11%) from 2014

Net Assets

Up

$78,315,826

Up $7,894,431 (+11%) from 2014

Liabilities

Down

$489,353

Down $247,800 (-34%) from 2014

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin96th percentile

Revenue

Up

$14,132,533

Up $9,579,572 (+210%) from 2014

Expenses

Up

$3,472,716

Up $431,339 (+14%) from 2014

Net Income

Up

$10,659,817

Up $9,148,233 (+605%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$150M$100M$50M$0Assets 2010: $39,684,982Liabilities 2010: $538,921Net Assets 2010: $39,146,0612010Assets 2011: $48,370,680Liabilities 2011: $543,419Net Assets 2011: $47,827,2612011Assets 2012: $55,259,870Liabilities 2012: $518,124Net Assets 2012: $54,741,7462012Assets 2013: $62,580,258Liabilities 2013: $569,261Net Assets 2013: $62,010,9972013Assets 2014: $71,158,548Liabilities 2014: $737,153Net Assets 2014: $70,421,3952014Assets 2015: $78,805,179Liabilities 2015: $489,353Net Assets 2015: $78,315,8262015Assets 2016: $73,069,364Liabilities 2016: $537,625Net Assets 2016: $72,531,7392016Assets 2017: $83,318,135Liabilities 2017: $500,103Net Assets 2017: $82,818,0322017Assets 2018: $88,605,831Liabilities 2018: $411,642Net Assets 2018: $88,194,1892018Assets 2019: $95,818,670Liabilities 2019: $492,757Net Assets 2019: $95,325,9132019Assets 2020: $96,293,743Liabilities 2020: $479,608Net Assets 2020: $95,814,1352020Assets 2021: $120,378,278Liabilities 2021: $622,198Net Assets 2021: $119,756,0802021Assets 2022: $105,180,294Liabilities 2022: $645,369Net Assets 2022: $104,534,9252022Assets 2023: $116,488,847Liabilities 2023: $2,868,668Net Assets 2023: $113,620,1792023Assets 2024: $130,143,929Liabilities 2024: $1,415,821Net Assets 2024: $128,728,1082024Assets 2025: $145,219,396Liabilities 2025: $824,102Net Assets 2025: $144,395,2942025

Highlighted filing

2015

Assets$78,805,179
Liabilities$489,353
Net Assets$78,315,826
Open 2015 Filing

Operations Trend

Revenue Growth98th percentile

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

$20M$10M$0-$10MExpenses 2010: $867,3682010Revenue 2011: $7,124,115Expenses 2011: $1,359,872Net Income 2011: $5,764,2432011Expenses 2012: $1,218,5642012Expenses 2013: $2,282,9602013Revenue 2014: $4,552,961Expenses 2014: $3,041,377Net Income 2014: $1,511,5842014Revenue 2015: $14,132,533Expenses 2015: $3,472,716Net Income 2015: $10,659,8172015Revenue 2016: $4,321,770Expenses 2016: $8,281,443Net Income 2016: -$3,959,6732016Revenue 2017: $10,367,501Expenses 2017: $4,387,750Net Income 2017: $5,979,7512017Revenue 2018: $6,170,273Expenses 2018: $4,825,881Net Income 2018: $1,344,3922018Revenue 2019: $11,389,550Expenses 2019: $5,066,309Net Income 2019: $6,323,2412019Revenue 2020: $6,905,183Expenses 2020: $6,337,915Net Income 2020: $567,2682020Revenue 2021: $5,486,356Expenses 2021: $5,164,323Net Income 2021: $322,0332021Revenue 2022: $11,781,661Expenses 2022: $5,285,170Net Income 2022: $6,496,4912022Revenue 2023: $5,278,452Expenses 2023: $5,956,991Net Income 2023: -$678,5392023Revenue 2024: $10,969,793Expenses 2024: $6,261,073Net Income 2024: $4,708,7202024Revenue 2025: $18,867,222Expenses 2025: $7,085,627Net Income 2025: $11,781,5952025

Highlighted filing

2015

Revenue$14,132,533
Expenses$3,472,716
Net Income$10,659,817
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 9, 2016
Return Version
2014v6.0
Gross Receipts
$31,047,991
Mission and Program Overview

Mission

To support and further the mission of texas state university through the acceptance and investment of gifts established as endowments benefiting the students, faculty and staff.

Accepting and investing gifts established as endowments benefiting the mission of texas state university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities-$54,752,172-
Investments in Publicly Traded Securities$67,654,669$15,925,535▼ $51,729,134
Savings and Temporary Cash Investments$2,179,720$6,724,034▲ $4,544,314
Pledges and Grants Receivable$1,321,704$1,278,301▼ $43,403
Accounts Receivable-$125,137-
Prepaid Expenses and Deferred Charges$2,455--
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$71,158,548$78,805,179▲ $7,646,631
Liabilities
Other Liabilities$441,472$380,453▼ $61,019
Accounts Payable and Accrued Expenses$295,681$108,900▼ $186,781
Total Liabilities$737,153$489,353▼ $247,800
Net Assets / Fund Balance
Permanently Rstr Net Assets$45,730,565$50,943,522▲ $5,212,957
Temporarily Rstr Net Assets$23,299,914$25,693,703▲ $2,393,789
Unrestricted Net Assets$1,390,916$1,678,601▲ $287,685
Total Net Assets Fund Balance$70,421,395$78,315,826▲ $7,894,431
Total Liabilities and Net Assets / Fund Balance$71,158,548$78,805,179▲ $7,646,631

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$15,200$15,200
Equipment$0$6,622$6,622
Other Securities$9,358,721--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$69,030,479$11,806,960▼ $571,026$629,409$76,637,225
2013$60,869,178$2,935,904▲ $8,422,941$483,765$69,030,479
2012$53,212,693$5,592,420▲ $3,944,274$377,452$60,869,178
2011$46,375,766$4,825,506▲ $3,276,846$353,243$53,212,693
2010$38,965,858$4,056,837▲ $4,464,490$21,439$46,375,766
Compensation and Service Providers
Top Officer Pay4th percentile

Board Members and Trustees

NameTitle
Brandey R OrsagAudit & Finance Committee Chair
Kenneth R HuewittChairman
Susan WittliffInvestment Committee Chair
Vernetta a WestbrookNominating Committee Chair
Dr Denise M TrauthPresident
James S TaylorVice Chair
Ann Bendele RobertsBoard Member
Carol L HuntsbergerBoard Member
Cindy SextonBoard Member
Dan E PearsonBoard Member
Dan P DiepenhorstBoard Member
Dionicio FloresBoard Member
Dottie St Clair HillBoard Member
Dr Hope Warren KochBoard Member
Fred M Weber JrBoard Member
Jamie L BarshopBoard Member
Jeff NovakBoard Member
Lyndon NugentBoard Member
Mark H SmithBoard Member
Matthew a EdgarBoard Member
Michael E BowmanBoard Member
Paige Ann LuekingBoard Member
Richard J PetittBoard Member
Robert W Derrick JrBoard Member
Rodney C Keller JrBoard Member
Scott a BarnesBoard Member
Dr Barbara E BreierExecutive Director
Alison MottFinancial & Administrative Manager
Dr Gene J Bourgeois IiProvost & VP for Academic Affairs
Elizabeth I TuttleSecretary
Patrick M RoseTreasurer
Mr William a NanceVP for Finance & Support Services
Revenue and Support

Revenue Composition

Contributions and Grants
$11,929,793
Program Service Revenue
$0
Investment Income
$2,076,415
Other Revenue
$126,325
All Other Contributions
$11,929,793
Change in Net Assets
$10,659,817

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,132,533
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-2,765,386
Total Revenue per Audited Statements
$11,367,147
Total Revenue per Form 990
$14,132,533
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,999,779
Other Expenses$472,937
Total Fundraising Expense$36,753
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,999,779--$2,999,779
Fees for Service Investment Mgmnt Fees-$94,667-$94,667
Fees for Services Accounting-$14,000-$14,000
Insurance-$8,932-$8,932
Information Technology-$6,340-$6,340
Fees for Services Legal-$6,333-$6,333
Office Expenses-$5,685-$5,685
All Other Expenses-$1,411$2,250$3,661
Other Expenses-$2,331$34,503$2,331
Total Functional Expenses$2,999,779$436,184$36,753$3,472,716

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,472,716
Total Expenses per Audited Statements$3,472,716
Total Expenses per Form 990$3,472,716
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Texas State UniversitySan Marcos, TX501(c)(3)Scholarships for Students$1,508,014
Texas State UniversitySan Marcos, TX501(c)(3)University Advancement$1,491,765
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuities Payable$380,453
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The audit & finance committee reviews and sends to the executive committee prior to filing.”

Form 990, Part VI, Section B, Line 12C

“A conflict of interest form is signed at each full board meeting (twice a year) by each member.”

Form 990, Part VI, Section B, Line 15

“The foundation does not have employees. The foundation reimburses the university for salary and benefits of university employees assigned to the foundation.”

Form 990, Part VI, Section C, Line 19

“The development foundation makes its governing documents, conflict of interest policy, and financial statements available to the public via its public website and upon request.”

Filing and Contact Details

Filer

Filer Name
Texas State University Development Foundation
EIN
74-1982979
Phone
5122453860
Address
601 UNIVERSITY DRIVE, SAN MARCOS, TX 78666

Signing Officer

Name
Dr Barbara E Breier
Title
Executive Director
Phone
5122453860
Signed
2016-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Barbara E Breier
Formed
1977
Legal Domicile
TX
Voting Board Members
27
Independent Board Members
27
Employees
0
Volunteers
27

Preparer

Firm
Atchley & Associates Llp
Address
6850 AUSTIN CENTER BLVD STE 180, AUSTIN, TX 78731-3129
Preparer
Renae Duncan
Phone
5123462086
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The oversight of the audit and selection process for the audit committee did not change from the prior year.”

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IRS990/Form990PartVIISectionAGrp/PersonNm16RODNEY C KELLER JR
IRS990/Form990PartVIISectionAGrp/PersonNm17DR HOPE WARREN KOCH
IRS990/Form990PartVIISectionAGrp/PersonNm18PAIGE ANN LUEKING
IRS990/Form990PartVIISectionAGrp/PersonNm19JEFF NOVAK
IRS990/Form990PartVIISectionAGrp/PersonNm20LYNDON NUGENT
IRS990/Form990PartVIISectionAGrp/PersonNm21DAN E PEARSON
IRS990/Form990PartVIISectionAGrp/PersonNm22RICHARD J PETITT
IRS990/Form990PartVIISectionAGrp/PersonNm23ANN BENDELE ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm24CINDY SEXTON
IRS990/Form990PartVIISectionAGrp/PersonNm25MARK H SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm26FRED M WEBER JR
IRS990/Form990PartVIISectionAGrp/PersonNm27DR BARBARA E BREIER
IRS990/Form990PartVIISectionAGrp/PersonNm28ALISON MOTT
IRS990/Form990PartVIISectionAGrp/PersonNm29DR DENISE M TRAUTH
IRS990/Form990PartVIISectionAGrp/PersonNm30DR GENE J BOURGEOIS II
IRS990/Form990PartVIISectionAGrp/PersonNm31MR WILLIAM A NANCE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4INVESTMENT COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5AUDIT & FINANCE COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6NOMINATING COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt25BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt26BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt27EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28FINANCIAL & ADMINISTRATIVE MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt29PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt30PROVOST & VP FOR ACADEMIC AFFAIRS
IRS990/Form990PartVIISectionAGrp/TitleTxt31VP FOR FINANCE & SUPPORT SERVICES
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0290241
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt027
IRS990/GrantAmt02999779
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02999779
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02999779
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt017205699
IRS990/GrossReceiptsAmt031047991
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt027
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06340
IRS990/InformationTechnologyGrp/TotalAmt06340
IRS990/InsuranceGrp/ManagementAndGeneralAmt08932
IRS990/InsuranceGrp/TotalAmt08932
IRS990/InvestmentIncomeGrp/ExclusionAmt01786174
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01786174
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt054752172
IRS990/InvestmentsPubTradedSecGrp/BOYAmt067654669
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015925535
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt021822
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt021822
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt016915458
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT AND FURTHER THE MISSION OF TEXAS STATE UNIVERSITY THROUGH THE ACCEPTANCE AND INVESTMENT OF GIFTS ESTABLISHED AS ENDOWMENTS BENEFITING THE STUDENTS, FACULTY AND STAFF.
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IRS990/NondeductibleContributionsInd00
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IRS990/OfficeExpensesGrp/TotalAmt05685
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ALLOCATED SERVICES
IRS990/OtherExpensesGrp/Desc1BOARD EXPENSES
IRS990/OtherExpensesGrp/Desc2TAX
IRS990/OtherExpensesGrp/Desc3BANK AND CREDIT CARD CH
IRS990/OtherExpensesGrp/FundraisingAmt034503
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0293378
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13107
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22331
IRS990/OtherExpensesGrp/TotalAmt0293378
IRS990/OtherExpensesGrp/TotalAmt134503
IRS990/OtherExpensesGrp/TotalAmt23107
IRS990/OtherExpensesGrp/TotalAmt32331
IRS990/OtherLiabilitiesGrp/BOYAmt0441472
IRS990/OtherLiabilitiesGrp/EOYAmt0380453
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt050943522
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01321704
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01278301
IRS990/PoliticalCampaignActyInd00
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IRS990/PrincipalOfficerNm0DR BARBARA E BREIER
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02936034
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02713779
IRS990/PYInvestmentIncomeAmt01453188

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,805,179
Liabilities
$489,353
Net assets
$78,315,826
Revenue
$14,132,533
Expenses
$3,472,716
Net income
$10,659,817
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$145$0.82$144$18.9$7.09$11.8
2024Detailed filing. Detailed filing data is available for this year.$130$1.42$129$11.0$6.26$4.71
2023Detailed filing. Detailed filing data is available for this year.$116$2.87$114$5.28$5.96$0.68
2022Detailed filing. Detailed filing data is available for this year.$105$0.65$105$11.8$5.29$6.50
2021Detailed filing. Detailed filing data is available for this year.$120$0.62$120$5.49$5.16$0.32
2020Detailed filing. Detailed filing data is available for this year.$96.3$0.48$95.8$6.91$6.34$0.57
2019Detailed filing. Detailed filing data is available for this year.$95.8$0.49$95.3$11.4$5.07$6.32
2018Detailed filing. Detailed filing data is available for this year.$88.6$0.41$88.2$6.17$4.83$1.34
2017Detailed filing. Detailed filing data is available for this year.$83.3$0.50$82.8$10.4$4.39$5.98
2016Detailed filing. Detailed filing data is available for this year.$73.1$0.54$72.5$4.32$8.28$3.96
2015Detailed filing. Detailed filing data is available for this year.$78.8$0.49$78.3$14.1$3.47$10.7
2014Summary only. Only limited summary data is available for this year.$71.2$0.74$70.4$4.55$3.04$1.51
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.6$0.57$62.0$2.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.3$0.52$54.7$1.22
2011Summary only. Only limited summary data is available for this year.$48.4$0.54$47.8$7.12$1.36$5.76
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.7$0.54$39.1$0.87