Civic Intelligence

Tarleton State University

EIN 75-2331886 • 501(c)3 • Stephenville, TX

Profile

Financial support for tarleton state university and scholarships for students attending the university

Box T-0950Stephenville, TX 76402

www.tarleton.edu

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.10x

Higher debt load relative to assets than 33% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.44x

Higher debt load relative to revenue than 56% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

88th percentile

27%

Faster asset growth than 88% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-5.9%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$60,617,916

Up $12,980,344 (+27%) from 2023

Liabilities

Up

$6,162,390

Up $76,158 (+1.3%) from 2023

Net Assets

Up

$54,455,526

Up $12,904,186 (+31%) from 2023

Operations
Liabilities / Revenue56th percentileNet Margin91st percentile

Revenue

Down

$14,122,017

Down $886,249 (-5.9%) from 2023

Expenses

Up

$6,353,498

Up $2,658,342 (+72%) from 2023

Net Income

Down

$7,768,519

Down $3,544,591 (-31%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2011: $15,512,370Liabilities 2011: $1,329Net Assets 2011: $15,511,0412011Assets 2012: $14,704,019Liabilities 2012: $5,512Net Assets 2012: $14,698,5072012Assets 2013: $16,226,105Liabilities 2013: $3,991Net Assets 2013: $16,222,1142013Assets 2014: $18,700,448Liabilities 2014: $36,095Net Assets 2014: $18,664,3532014Assets 2015: $17,283,395Liabilities 2015: $104,417Net Assets 2015: $17,178,9782015Assets 2016: $17,995,474Liabilities 2016: $120,305Net Assets 2016: $17,875,1692016Assets 2017: $19,785,637Liabilities 2017: $106,249Net Assets 2017: $19,679,3882017Assets 2018: $21,196,669Liabilities 2018: $333,521Net Assets 2018: $20,863,1482018Assets 2019: $22,012,876Liabilities 2019: $311,833Net Assets 2019: $21,701,0432019Assets 2020: $24,256,966Liabilities 2020: $298,679Net Assets 2020: $23,958,2872020Assets 2021: $32,307,359Liabilities 2021: $645,947Net Assets 2021: $31,661,4122021Assets 2022: $28,820,502Liabilities 2022: $249,960Net Assets 2022: $28,570,5422022Assets 2023: $47,637,572Liabilities 2023: $6,086,232Net Assets 2023: $41,551,3402023Assets 2024: $60,617,916Liabilities 2024: $6,162,390Net Assets 2024: $54,455,5262024

Highlighted filing

2024

Assets$60,617,916
Liabilities$6,162,390
Net Assets$54,455,526
Open 2024 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0Expenses 2011: $457,6612011Expenses 2012: $1,929,0622012Expenses 2013: $496,7342013Revenue 2014: $3,035,552Expenses 2014: $593,313Net Income 2014: $2,442,2392014Revenue 2015: $1,068,937Expenses 2015: $793,192Net Income 2015: $275,7452015Revenue 2016: $949,628Expenses 2016: $640,506Net Income 2016: $309,1222016Revenue 2017: $930,747Expenses 2017: $561,380Net Income 2017: $369,3672017Revenue 2018: $2,348,154Expenses 2018: $974,572Net Income 2018: $1,373,5822018Revenue 2019: $1,918,432Expenses 2019: $1,101,886Net Income 2019: $816,5462019Revenue 2020: $2,620,723Expenses 2020: $1,202,896Net Income 2020: $1,417,8272020Revenue 2021: $4,927,812Expenses 2021: $1,197,293Net Income 2021: $3,730,5192021Revenue 2022: $4,426,696Expenses 2022: $1,626,111Net Income 2022: $2,800,5852022Revenue 2023: $15,008,266Expenses 2023: $3,695,156Net Income 2023: $11,313,1102023Revenue 2024: $14,122,017Expenses 2024: $6,353,498Net Income 2024: $7,768,5192024

Highlighted filing

2024

Revenue$14,122,017
Expenses$6,353,498
Net Income$7,768,519
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,617,916
Liabilities
$6,162,390
Net assets
$54,455,526
Revenue
$14,122,017
Expenses
$6,353,498
Net income
$7,768,519
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$60.6$6.16$54.5$14.1$6.35$7.77
2023Detailed filing. Detailed filing data is available for this year.$47.6$6.09$41.6$15.0$3.70$11.3
2022Detailed filing. Detailed filing data is available for this year.$28.8$0.25$28.6$4.43$1.63$2.80
2021Detailed filing. Detailed filing data is available for this year.$32.3$0.65$31.7$4.93$1.20$3.73
2020Detailed filing. Detailed filing data is available for this year.$24.3$0.30$24.0$2.62$1.20$1.42
2019Detailed filing. Detailed filing data is available for this year.$22.0$0.31$21.7$1.92$1.10$0.82
2018Detailed filing. Detailed filing data is available for this year.$21.2$0.33$20.9$2.35$0.97$1.37
2017Detailed filing. Detailed filing data is available for this year.$19.8$0.11$19.7$0.93$0.56$0.37
2016Detailed filing. Detailed filing data is available for this year.$18.0$0.12$17.9$0.95$0.64$0.31
2015Detailed filing. Detailed filing data is available for this year.$17.3$0.10$17.2$1.07$0.79$0.28
2014Detailed filing. Detailed filing data is available for this year.$18.7$0.04$18.7$3.04$0.59$2.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.2$0.00$16.2$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.7$0.01$14.7$1.93
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$0.00$15.5$0.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Dec 2, 2024
Return Version
2023v5.0
Gross Receipts
$14,717,438
Mission and Program Overview

Mission

Financial support for tarleton state university and scholarships for students attending the university

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$45,408,143$57,747,175▲ $12,339,032
Pledges and Grants Receivable$744,983$922,927▲ $177,944
Cash and Non-Interest-Bearing Accounts$387,559$698,103▲ $310,544
Savings and Temporary Cash Investments$590,961$688,322▲ $97,361
Prepaid Expenses and Deferred Charges$23,763$19,288▼ $4,475
Other Notes and Loans Receivable, Net$5,383$5,383→ $0
Total Assets$47,637,572$60,617,916▲ $12,980,344
Other Assets Total$476,780$536,718▲ $59,938
Liabilities
Other Liabilities$5,438,245$5,456,259▲ $18,014
Accounts Payable and Accrued Expenses$647,987$706,131▲ $58,144
Total Liabilities$6,086,232$6,162,390▲ $76,158
Net Assets / Fund Balance
Net Assets With Donor Restrictions$37,568,188$49,501,523▲ $11,933,335
Net Assets Without Donor Restrictions$3,983,152$4,954,003▲ $970,851
Total Net Assets Fund Balance$41,551,340$54,455,526▲ $12,904,186
Total Liabilities and Net Assets / Fund Balance$47,637,572$60,617,916▲ $12,980,344

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$30,679,694$7,538,888▲ $5,768,796-$43,153,314
2022$26,074,203$3,339,849▲ $2,954,507-$30,679,694
2021$29,815,438$1,959,669▼ $4,041,205-$26,074,203
2020$22,657,069$2,626,274▲ $4,992,357-$29,815,438
2019$20,277,078$1,365,869▲ $1,837,587-$22,657,069
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Mark MckenziePresident
Aliceanne BrownMember
Dan MccoyMember
Dr Janis PetronisMember
Hadley WoernerMember
Jc JohnsonMember
Justin HaschkeMember
Kade MachenMember
Kimberly LeavertonMember
Kristi KennedyMember
Lorilei ButlerMember
Nancy TurleyMember
Paula MatzenMember
Randy HinesMember
Reggie UnderwoodMember
Rocky HardinMember
Steven RanlyMember
Terry MillerMember
Theron TalleyMember
Dr Stan CarpenterSecretary
Bryan BierschwaleTreasurer
Dr Alfi PinoVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$11,607,506
Program Service Revenue
$0
Investment Income
$2,402,016
Other Revenue
$112,495
All Other Contributions
$11,607,506
Change in Net Assets
$7,768,519

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$28,252Market Value
Total Noncash Contributions3$28,252-

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,122,017
Revenue Not Reported on Form 990
$5,485,553
Total Revenue per Audited Statements
$19,607,570
Total Revenue per Form 990
$14,122,017
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,156,810
Other Expenses$1,136,693
Salaries, Compensation, and Employee Benefits$59,995
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,156,810--$5,156,810
Fees for Service Investment Mgmnt Fees-$140,219-$140,219
Other Salaries and Wages-$55,732-$55,732
Fees for Services Accounting-$18,097-$18,097
All Other Expenses-$17,279-$17,279
Other Expenses-$16,329-$16,329
Occupancy-$7,400-$7,400
Payroll Taxes-$4,263-$4,263
Office Expenses-$3,128-$3,128
Insurance-$2,930-$2,930
Fees for Services Other-$265-$265
Total Functional Expenses$5,156,810$1,196,688$0$6,353,498

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,703,384
Expenses per Audited Statements$6,353,498
Total Expenses per Form 990$6,353,498
Expenses Not Reported on Form 990$349,886
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Tarleton State UniversityStephenville, TXGovDepartment Support$4,060,808
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
Long Term Annuity Payable$5,456,259
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 is presented to a committee of the board of directors for review prior to filing the return each year.”

Form 990, Page 6, Part VI, Line 19

“Governing documents and tax returns are available at the office of the foundation upon request by donor or other interested parties.”

Filing and Contact Details

Filer

Filer Name
Tarleton State University
EIN
75-2331886
Phone
2549689421
Address
BOX T-0950, STEPHENVILLE, TX 76402

Signing Officer

Name
Mark Mckenzie
Title
President
Phone
2549689421
Signed
2024-12-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Mckenzie
Formed
1978
Legal Domicile
TX
Voting Board Members
22
Independent Board Members
22
Employees
1
Volunteers
24

Preparer

Firm
George Morgan & Sneed Pc
Address
1849 WALL STREET, WEATHERFORD, TX 76086-6298
Preparer
Daniel G Hungerford CPA
Phone
8175942704
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Volunteer board members and ex officio members assist with promotion of tarleton state university and encourage scholarship assistance to students”

Form 990, Part XI, Line 9

“Internal admin fees offset by expenses 349,886 internal admin fees offset by admin revenue -349,886”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The endowment funds provide tuition scholarships to students of tarleton state university and support to departments of tarleton state university.”

Schedule D, Page 4, Part XI, Line 2D

“Internal admin fees offset by expenses 349,886”

Schedule D, Page 4, Part XII, Line 2D

“Internal admin fees offset by admin revenue 349,886”

Raw XML AppendixShowing 400 of 558 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.

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