Civic Intelligence

Texas State University Development Foundation

990 • Fiscal year 2016 • EIN 74-1982979

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 07, 2017

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.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

20th percentile

0.12x

Higher debt load relative to revenue than 20% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

3rd percentile

-92%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

11th percentile

-7.3%

Faster asset growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-69%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$73,069,364

Down $5,735,815 (-7.3%) from 2015

Net Assets

Down

$72,531,739

Down $5,784,087 (-7.4%) from 2015

Liabilities

Up

$537,625

Up $48,272 (+9.9%) from 2015

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin3rd percentile

Revenue

Down

$4,321,770

Down $9,810,763 (-69%) from 2015

Expenses

Up

$8,281,443

Up $4,808,727 (+138%) from 2015

Net Income

Down

-$3,959,673

Down $14,619,490 (-137%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2016

Assets$73,069,364
Liabilities$537,625
Net Assets$72,531,739
Open 2016 Filing

Operations Trend

Revenue Growth2nd 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

2016

Revenue$4,321,770
Expenses$8,281,443
Net Income-$3,959,673
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 7, 2017
Return Version
2015v3.0
Gross Receipts
$27,068,961
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$49,601,832▼ $5,150,340
Investments in Publicly Traded Securities$15,925,535$18,456,551▲ $2,531,016
Savings and Temporary Cash Investments$6,724,034$2,799,746▼ $3,924,288
Pledges and Grants Receivable$1,278,301$2,138,622▲ $860,321
Prepaid Expenses and Deferred Charges-$62,500-
Accounts Receivable$125,137$10,113▼ $115,024
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$78,805,179$73,069,364▼ $5,735,815
Liabilities
Other Liabilities$380,453$396,918▲ $16,465
Accounts Payable and Accrued Expenses$108,900$140,707▲ $31,807
Total Liabilities$489,353$537,625▲ $48,272
Net Assets / Fund Balance
Permanently Rstr Net Assets$50,943,522$55,230,243▲ $4,286,721
Temporarily Rstr Net Assets$25,693,703$15,783,007▼ $9,910,696
Unrestricted Net Assets$1,678,601$1,518,489▼ $160,112
Total Net Assets Fund Balance$78,315,826$72,531,739▼ $5,784,087
Total Liabilities and Net Assets / Fund Balance$78,805,179$73,069,364▼ $5,735,815

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$15,200$15,200
Equipment$0$6,622$6,622
Other Securities$13,190,850--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$76,637,225$4,953,319▼ $2,347,020$496,902$71,013,250
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$559,242▲ $3,944,274$377,452$60,869,178
2011$46,375,766$4,825,506▲ $3,276,846$353,243$53,212,693
Compensation and Service Providers
Top Officer Pay4th percentile

Board Members and Trustees

NameTitle
Dan E PearsonAudit & Finance Committee Chair
James S TaylorChair
Dr Denise M TrauthPresident
Susan WittliffVice Chair
Ann Bendele RobertsBoard Member
Brandey R OrsagBoard Member
Carol L HuntsbergerBoard Member
Cindy SightesBoard Member
Dan P DiepenhorstBoard Member
Dottie St Clair HillBoard Member
Dr Hope Warren KochBoard Member
Floyd William HolderBoard Member
Fred M Weber JrBoard Member
Gloria Campos BrownBoard Member
Jamie L BarshopBoard Member
Jeff NovakBoard Member
Jesse Ancira JrBoard Member
Larry D Herwig DdsBoard Member
Lyndon NugentBoard Member
Mark H SmithBoard Member
Matthew a EdgarBoard Member
Mitchell O WardBoard Member
Paige Ann LuekingBoard Member
Robert W Derrick JrBoard Member
Rodney C Keller JrBoard Member
Steve L HarveyBoard 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 Eric AlgoeVP for Finance & Support Services
Revenue and Support

Revenue Composition

Contributions and Grants
$4,843,707
Program Service Revenue
$0
Investment Income
$-564,514
Other Revenue
$42,577
All Other Contributions
$4,843,707
Change in Net Assets
$-3,959,673

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,321,770
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,824,414
Total Revenue per Audited Statements
$2,497,356
Total Revenue per Form 990
$4,321,770
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,733,372
Other Expenses$548,071
Total Fundraising Expense$33,010
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,733,372--$7,733,372
Fees for Service Investment Mgmnt Fees-$126,565-$126,565
Fees for Services Accounting-$13,733-$13,733
Fees for Services Legal-$13,623-$13,623
Other Expenses-$6,399$7,171$6,399
All Other Expenses-$5,470-$5,470
Office Expenses-$4,901-$4,901
Information Technology-$4,563-$4,563
Insurance-$3,323-$3,323
Total Functional Expenses$7,733,372$515,061$33,010$8,281,443

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,281,443
Total Expenses per Audited Statements$8,281,443
Total Expenses per Form 990$8,281,443
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)University Advancement$6,270,395
Texas State UniversitySan Marcos, TX501(c)(3)Scholarships for Students$1,462,977
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$396,918
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
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
2017-02-07
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
1005 LA POSADA DRIVE, AUSTIN, TX 78752
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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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm15CAROL L HUNTSBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm16RODNEY C KELLER JR
IRS990/Form990PartVIISectionAGrp/PersonNm17DR HOPE WARREN KOCH
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IRS990/Form990PartVIISectionAGrp/PersonNm20LYNDON NUGENT
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IRS990/Form990PartVIISectionAGrp/PersonNm25MITCHELL O WARD
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 ERIC ALGOE
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IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt25BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt26BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt28FINANCIAL & ADMINISTRATIVE MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt29PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt30PROVOST & VP FOR ACADEMIC AFFAIRS
IRS990/Form990PartVIISectionAGrp/TitleTxt31VP FOR FINANCE & SUPPORT SERVICES
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,069,364
Liabilities
$537,625
Net assets
$72,531,739
Revenue
$4,321,770
Expenses
$8,281,443
Net income
-$3,959,673
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $50M-$100M nonprofits