2025-02-17T08:26:01-06:00 2024-05-31 450250958 EIDE BAILLY LLP 400 PINE ST STE 600 ABILENE TX 796015190 990 2023-06-01 750851900 ABILENE CHRISTIAN UNIVERSITY ABIL 3256742000 ACU BOX 29120 ABILENE TX 79699 KEVIN CAMPBELL SVP OF OPERATIONS 3256742000 2025-02-14 1 1 MICHELLE BEATY CPA P01404339 3256724000 2025-02-14 2023 2025-03-06 01:10:19Z KEVIN CAMPBELL ACU BOX 29120 ABILENE TX 79699 682894419 0 X WWW.ACU.EDU X 1906 TX ACU IS A NATIONAL LEADER IN CHRISTIAN HIGHER EDUCATION, AND THE MISSION IS TO EDUCATE STUDENTS FOR CHRISTIAN SERVICE AND LEADERSHIP THROUGHOUT THE WORLD. ACU IS A VIBRANT, INNOVATIVE, CHRIST-CENTERED COMMUNITY THAT ENGAGES STUDENTS IN AUTHENTIC SPIRITUAL AND INTELLECTUAL GROWTH, EQUIPPING THEM TO MAKE A REAL DIFFERENCE IN THE WORLD. 31 31 3082 0 9678485 4041653 57110167 59430211 197436022 212059388 33816396 69154447 26448301 20970720 314810886 361614766 79560670 84160266 0 0 92085258 98800305 76132 0 4462541 84186614 90466972 255908674 273427543 58902212 88187223 1241968705 1323523322 317522808 330817820 924445897 992705502 X ACU IS A NATIONAL LEADER IN CHRISTIAN HIGHER EDUCATION, AND THE MISSION IS TO EDUCATE STUDENTS FOR CHRISTIAN SERVICE AND LEADERSHIP THROUGHOUT THE WORLD. ACU IS A VIBRANT, INNOVATIVE, CHRIST-CENTERED COMMUNITY THAT ENGAGES STUDENTS IN AUTHENTIC SPIRITUAL AND INTELLECTUAL GROWTH, EQUIPPING THEM TO MAKE A REAL DIFFERENCE IN THE WORLD. 0 0 160387541 84160266 173367772 ABILENE CHRISTIAN UNIVERSITY IS A HIGHER EDUCATION INSTITUTION WHICH SERVES APPROXIMATELY 6,000 GRADUATE AND UNDERGRADUATE STUDENTS. IN ADDITION TO EDUCATING THE STUDENTS, THE UNIVERSITY OFFERS ON-CAMPUS AND OFF-CAMPUS HOUSING, ON-CAMPUS FOOD SERVICE, ATHLETIC PROGRAMS AND ASSISTANCE WITH STUDENT AID. ACU ALSO OPERATES PROGRAMS TO FOSTER RELATIONSHIPS WITH ALUMNI OF THE UNIVERSITY. 26374993 28344679 AUXILIARY ENTERPRISES INTEGRATE LIVING, LEARNING, AND FAITH, WHEREBY STUDENTS LEARN TO LIVE LIVES OF CHRISTIAN SERVICE AND LEADERSHIP THROUGHOUT THE WORLD. IT COMBINES WHAT STUDENTS LEARN IN THE CLASSROOM WITH PRACTICAL APPLICATION THAT WILL PREPARE THEM FOR REAL-WORLD EXPERIENCES. 10560744 11349420 EDUCATION SERVICES INCLUDES ACADEMIC COUNSELING AND TESTING SERVICES, HEALTH SERVICES, AND STUDY ABROAD ACTIVITIES THAT ARE ALL DESIGNED TO ENHANCE A STUDENT'S LEARNING EXPERIENCE AND THE OVERALL QUALITY OF A STUDENT'S EDUCATION. 197323278 1 1 0 1 0 1 0 0 1 1 1 1 0 1 1 1 0 1 1 1 1 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 1 1 1 1 0 1 1 0 0 1 1 0 0 0 1 661 0 1 3082 1 1 1 1 UK 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 31 31 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X X KEVIN CAMPBELL 3256746552 ACU BOX 29120 ABILENE TX 79699 ELISE MITCHELL TRUSTEE 1.00 X 0 0 0 LESLIE HUTCHINS TRUSTEE 1.00 X 0 0 0 MARK DUNCUM TRUSTEE 1.00 X 0 0 0 MARELYN SHEDD TRUSTEE 1.00 X 0 0 0 RANDY OWEN TRUSTEE 1.00 X 0 0 0 LUKE JAMES TRUSTEE 1.00 X 0 0 0 RICK WESSEL TRUSTEE 1.00 X 0 0 0 SHELTON GIBBS TRUSTEE 1.00 X 0 0 0 TOD BROWN TRUSTEE 1.00 X X 0 0 0 WAYNE MASSEY TRUSTEE 1.00 X 0 0 0 RALPH DRAPER TRUSTEE 1.00 X 0 0 0 ALAN RICH TRUSTEE 1.00 X 0 0 0 KELLY SHEWMAKER TRUSTEE 1.00 X 0 0 0 BERTO GUERRA TRUSTEE 1.00 X 0 0 0 APRIL ANTHONY TRUSTEE 1.00 X 0 0 0 BILL MINICK TRUSTEE 1.00 X 0 0 0 CAROLE PHILLIPS TRUSTEE 1.00 X 0 0 0 CECIL EAGER TRUSTEE 1.00 X 0 0 0 KYLE HAMMOND TRUSTEE 1.00 X 0 0 0 BELINDA HARMON TRUSTEE 1.00 X 0 0 0 DOUG ROBISON TRUSTEE 1.00 X 0 0 0 DAVID FLOW TRUSTEE 1.00 X 0 0 0 GUY LEWIS TRUSTEE 1.00 X 0 0 0 JACK GRIGGS TRUSTEE 1.00 X 0 0 0 JAMES PORTER TRUSTEE 1.00 X 0 0 0 JANA HANNER TRUSTEE 1.00 X 0 0 0 JOSE MOORE TRUSTEE 1.00 X 0 0 0 KATE DALTON TRUSTEE 1.00 X 0 0 0 FERNANDO NASMYTH TRUSTEE 1.00 X 0 0 0 ARTHUR CULPEPPER TRUSTEE 1.00 X 0 0 0 MITCH WILBURN TRUSTEE 1.00 X 0 0 0 LORI HERRICK CFO 40.00 X 170574 0 19902 ANTHONY WILLIAMS CHIEF DIVERSITY OFFICER 40.00 X 169991 0 29651 WENDY JONES CHIEF HR OFFICER 40.00 X 124217 0 31454 WILLIAM BEASLEY CHIEF OF STAFF 40.00 X 148354 0 34677 BLAIR SCHROEDER CHIEF PLANNING OFFICER 40.00 X 167995 0 35015 JOE LEE CIO 40.00 X 486218 0 68973 PHILIP SCHUBERT PRESIDENT 40.00 X 530643 0 148364 ROBERT RHODES PROVOST 40.00 X 265201 0 44234 KEVIN CAMPBELL SVP OF OPERATIONS 40.00 X 273732 0 47538 SLADE SULLIVAN VP & GENERAL COUNSEL 40.00 X 195120 0 45932 STEPHEN JOHNSON VP AND CHIEF ADMIN OFFICER 40.00 X 274820 0 44367 DANIEL MACALUSO VP OF ADVANCEMENT 40.00 X 251121 0 72834 ZACHARY LASSITER VP OF ATHLETICS 40.00 X 256651 0 36392 TAMERA LONG VP OF ENROLLMENT 40.00 X 196505 0 36094 RUSTY KRUZELOCK VP OF RESEARCH 40.00 X 195761 0 51352 TIMOTHY HEAD ASST DIRECTOR OF NEXT 40.00 X 267655 0 32329 RUSTY TOWELL DIRECTOR OF NEXT 40.00 X 273466 0 77969 BRETTE TANNER HEAD BASKETBALL COACH 40.00 X 316080 0 42410 KEITH PATTERSON HEAD FOOTBALL COACH 40.00 X 405341 0 41222 KIM PAMPLIN PROFESSOR 40.00 X 197155 0 35094 JAMES ORR EXEC DIR OFFICE OF PLANNED GIVING 40.00 X 155457 0 34664 JACK RICH PRESIDENT - ACIMCO 0.00 40.00 X 0 540148 40254 5322057 540148 1050721 21 1 1 0 CORE CONSTRUCTION SERVICES 6320 RESEARCH RD 200 FRISCO TX 75033 CONSTRUCTION 11439040 CHARTWELLS HIGHER EDUCATION 2 INTERNATIONAL DRIVE RYE BROOK NY 10573 FOOD SERVICE 8380176 LINBECK GROUP LLC 1263 WEST ROSEDALE ST STE 202 FORT WORTH TX 76104 CONSTRUCTION 4879793 TEXAS AIR SYSTEMS LLC 8081 ROYAL RIDGE PKWY IRVING TX 75063 CENTRAL PLANT EQUIPMENT 3931542 GOOGLE LLC 1600 AMPHITHEATRE PARKWAY MOUNTAIN VIEW CA 94043 ENROLLMENT MARKETING DATA 2949239 98 1983390 6547953 50898868 986828 59430211 TUITION AND FEES 611710 172365289 172365289 AUXILIARY ENTERPRISES 611710 28344679 28344679 EDUCATION SERVICES 611710 11349420 11349420 212059388 16484444 9680305 6804139 19152647 19152647 1327734 762529 565205 565205 -1820 567025 372912517 320242514 52670003 52670003 52670003 524995 274610 250385 250385 OTHER INCOME 611710 1002483 1002483 1002483 361614766 213061871 9678485 79444199 335055 335055 83825211 83825211 4523872 698603 3102792 722477 73155664 58237242 12540264 2378158 3589410 2857432 615293 116685 12576919 10012144 2155922 408853 4954440 3944095 849285 161060 213828 66335 147493 155859 713 155146 1971851 1971851 6560165 4275133 2193029 92003 7428231 698208 6692136 37887 6238976 4505671 1576899 156406 6749657 3494664 3189351 65642 211786 211786 6770876 1175187 5593911 1778 9392447 8488515 788246 115686 806330 625059 178559 2712 9641563 9641563 13084453 13084453 2935590 329438 2606152 DINING SERVICE CONTRACT 8314187 8314187 REPAIRS, MAINTENANCE & 3909021 1065900 2833365 9756 STUDENT DEVELOPMENT/REC 1231431 1224119 7312 BAD DEBT EXPENSE 1209855 1209855 3640866 2938581 508847 193438 273427543 197323278 71641724 4462541 -742212 -147764 42480647 24246012 20082255 27910396 19088232 21150240 1515924 1534641 755765 710472 7389211 11729325 670668193 191958265 463360238 478709928 185156911 254917846 396066935 394048409 106814799 108713817 1241968705 1323523322 19241313 15663540 170839999 169273332 74960000 74960000 6699471 6239997 45782025 64680951 317522808 330817820 X 506830012 540258365 417615885 452447137 924445897 992705502 1241968705 1323523322 88187223 -19927618 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 118894 0 0 118894 0 PART II-B, LINE 1: EMPLOYEES, ON BEHALF OF ACU, MET WITH CITY OFFICIALS ON VARIOUS OCCASIONS TO DISCUSS DEVELOPMENT PROJECTS. ACU WORKED TO ENGAGE AND EDUCATE VARIOUS MEMBERS OF THE LEGISLATOR AND ADMINISTRATION REGARDING THE UNIQUE RESEARCH ACTIVITIES THAT THE UNIVERSITY WAS SPEARHEADING AS PART OF A CONSORTIUM OF TEXAS UNIVERSITIES. 8 -82244 101600 1528929 1 1 0 0 753723541 36796519 67693942 11187655 22616373 2900351 821509623 699224594 46427518 44498034 10126903 23616373 2683329 753723541 638449351 18930342 72063990 9324839 18424274 2469976 699224594 443572575 19339406 200766797 8335728 13891677 3002022 638449351 444076565 10751406 12229537 7750875 14118064 1615993 443572575 0.47090 0.52910 0 1 1 1720684 1720684 436804127 95812354 340991773 112500163 66699953 45800210 32711933 29445958 3265975 57710064 29221222 86931286 478709928 INTERNATIONAL EMERGING 72837130 F HEDGE FUNDS 4503835 F PRIVATE EQUITY VENTURE CAPITAL 176705262 F ENERGY AND NATURAL RESOURCES 83984239 F OTHER SECURITIES 56017943 F 394048409 INSURANCE RECEIVABLE 2156205 MINERAL INTERESTS 92309913 OTHER INVESTMENTS 10587185 ASSETS HELD BY EXTERNAL TRUSTEES 3660514 108713817 DEPOSITS AND OTHER LIABILITIES 36942415 RESERVE FOR SPLIT INT AGREEMENTS 23471920 DEBT ISSUANCE COST & BOND PREMIUM 4266616 64680951 X 256850538 -19927618 5181239 -14746379 271596917 90017849 90017849 361614766 187509812 4100119 4100119 183409693 90017850 90017850 273427543 PART V, LINE 4: THE ENDOWMENT FUNDS OF THE UNIVERSITY ARE HELD TO SUPPORT THE GENERAL OPERATIONS OF THE UNIVERSITY AND TO PROVIDE SCHOLARSHIPS TO STUDENTS OF THE UNIVERSITY. PART X, LINE 2: THE UNIVERSITY IS A TAX-EXEMPT INSTITUTION AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED ("IRC") AND IS NOT A "PRIVATE FOUNDATION" UNDER SECTION 501(A) OF THE IRC; ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE CONSOLIDATED FINANCIAL STATEMENTS. ACIMCO HAS ALSO BEEN ACCORDED RECOGNITION AS EXEMPT FROM INCOME TAX UNDER SECTION 501(A) OF THE IRC, AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) AND 509(A)(3) OF THE IRC. FOR THE YEARS ENDED MAY 31, 2024 AND 2023, THE UNIVERSITY INCURRED UNRELATED BUSINESS ACTIVITY RELATED TO CERTAIN RETAIL SALES, ADVERTISING, RENTAL INCOME, OIL AND GAS WORKING INTEREST, AND CERTAIN ALTERNATIVE INVESTMENTS, RESULTING IN AN IMMATERIAL AMOUNT OF UNRELATED BUSINESS INCOME. TAX POSITIONS TAKEN RELATED TO THE UNIVERSITY'S TAX-EXEMPT STATUS, UNRELATED BUSINESS INCOME ACTIVITIES, DEDUCTIBILITY OF EXPENSES FOR UNRELATED BUSINESS ACTIVITIES, AND OTHER MISCELLANEOUS TAX POSITIONS HAVE BEEN REVIEWED, AND MANAGEMENT BELIEVES THAT MATERIAL POSITIONS TAKEN BY THE UNIVERSITY WILL MORE LIKELY THAN NOT BE SUSTAINED BY EXAMINATION. ACCORDINGLY, THE UNIVERSITY HAS NOT RECORDED A LIABILITY FOR UNCERTAIN TAX POSITIONS. AS OF MAY 31, 2024, THE UNIVERSITY'S TAX YEARS 2018 TO 2024 REMAIN SUBJECT TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: WOODWARD ENDOWMENT REVENUE 3,065,344. ACIMCO REVENUE 2,115,895. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 83,825,211. RECLASS COST OF GOODS SOLD -274,610. RECLASS RELATED ORGANIZATION GIFTS 1,983,390. RECLASS ENDOWMENT FEES - ACIMCO 1,971,851. RECLASS RENTAL EXPENSES -760,328. RECLASS INVESTMENT EXPENSES NETTED ON FINANCIAL STATEMENTS 3,272,335. PART XII, LINE 2D - OTHER ADJUSTMENTS: WOODWARD ENDOWMENT EXPENSES 1,983,390. ACIMCO EXPENSES 2,116,729. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 83,825,211. RECLASS COST OF GOODS SOLD -274,610. RECLASS RELATED ORGANIZATION GIFTS 1,983,390. RECLASS ENDOWMENT FEES - ACIMCO 1,971,851. RECLASS RENTAL EXPENSES -760,328. RECLASS INVESTMENT EXPENSES NETTED ON FINANCIAL STATEMENTS 3,272,336. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 ACU PUBLISHES ITS NONDISCRIMINATORY POLICY ON OUR PUBLIC WEB SITE, IN THE UNIVERSITY CATALOG AND ON THE APPLICATION FOR ADMISSION. SCHEDULE E, PART I, LINE 6 ABILENE CHRISTIAN UNIVERSITY RECEIVES VARIOUS RESEARCH GRANTS FROM THE STATE OF TEXAS AND OTHER GOVERNMENTAL ENTITIES. IN ADDITION, ACU RECEIVES SCHOLARSHIP GRANTS FROM FEDERAL AGENCIES AND THE STATE OF TEXAS TO ASSIST STUDENTS WITH THEIR COSTS OF EDUCATION. ACU PARTICIPATES IN THE DIRECT LOAN PROGRAM WHICH PROVIDES STUDENTS FEDERAL SUBSIDIZED LOANS TO ASSIST WITH THEIR EDUCATIONAL COSTS. EUROPE (INCLUDING ICELAND & GREENLAND) 1 1 PROGRAM SERVICES HIGHER EDUCATION 801127 CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 92152000 EUROPE (INCLUDING ICELAND & GREENLAND) INVESTMENTS 3796000 SUB-SAHARAN AFRICA INVESTMENTS 17529000 0 1 0 0 0 1 114278127 0 114278127 1 0 0 1 1 0 X X X 1 RUFFALOCODY LLC 1025 KIRKWOOD CEDAR RAPID IA 52404 FUNDRAISING 0 0 23995 0 23995 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY SCHEDULE G, PART I, LINE 2B, COLUMN (V) DONATIONS COLLECTED RELATED TO PROFESSIONAL FUNDRAISING ACTVITIES AS THE FUNDRAISER DOES NOT COLLECT FUNDS BUT RATHER IS PAID MONTHLY FOR GENERAL ACTIVITES. 1 NEW HORIZONS 147 SAYLES BLVD ABILENE TX 79605 751530340 501(C)(3) 10000 0 GENERAL SUPPORT EASTERN EUROPEAN MISSIONS PO BOX 55245 HURST TX 76054 742200722 501(C)(3) 10000 0 GENERAL SUPPORT BIG COUNTRY CASA 400 OAK STREET STE 217 ABILENE TX 79602 474607273 501(C)(3) 10000 0 GENERAL SUPPORT LIVEBEYOND PO BOX 128137 NASHVILLE TN 37212 300345964 501(C)(3) 10000 0 GENERAL SUPPORT PREGNANCY RESOURCES OF ABILENE INC 2110 N WILLIS ST STE A ABILENE TX 79603 751893072 501(C)(3) 15000 0 GENERAL SUPPORT MEN OF NEHEMIAH MINISTRIES ABILENE PO BOX 1043 ABILENE TX 79604 851348409 501(C)(3) 15000 0 GENERAL SUPPORT HOUSES FOR HEALING INC PO BOX 2320 ABILENE TX 796042320 821168324 501(C)(3) 15000 0 GENERAL SUPPORT WOODSEDGE COMMUNITY CHURCH 25333 GOSLING RD SPRING TX 77389 760426317 501(C)(3) 26000 0 GENERAL SUPPORT REGIONAL CRIME VICTIM CRISIS CENTER PO BOX 122 ABILENE TX 79604 752720588 501(C)(3) 20000 0 GENERAL SUPPORT MINISTRY OF COUNSELING AND ENRICHMENT 1502 N FIRST STREET ABILENE TX 79601 751295177 501(C)(3) 15000 0 GENERAL SUPPORT ABILENE PALM HOUSE 433 PALM ABILENE TX 79602 203433103 501(C)(3) 11000 0 GENERAL SUPPORT UNITED RESCUE ALLIANCE INC 9401 FM 1235 ABILENE TX 79606 843408170 501(C)(3) 10000 0 GENERAL SUPPORT REFLECTIVE LIFE MINISTRIES 6606 FM 1488 STE 148-185 MAGNOLIA TX 77354 263979164 501(C)(3) 25000 0 GENERAL SUPPORT ABILENE YOUTH SPORTS AUTHORITY 6550 DIRECTORS PARKWAY ABILENE TX 79606 200800483 501(C)(3) 50000 0 GENERAL SUPPORT SVG SPORTS BROADCASTING FUND INC 19 WEST 21ST STREET SUITE 301 NEW YORK NY 10010 842588096 501(C)(3) 11000 0 GENERAL SUPPORT MLP-MLBPA YOUTH DEVELOPMENT FND 1271 AVENUE OF THE AMERICAS NEW YORK NY 10020 811328663 501(C)(3) 25000 0 GENERAL SUPPORT 22 0 SCHOLARSHIPS - HIGHER EDUCATION 7871 83825211 PART I, LINE 2: SCHOLARSHIPS & GRANTS - HIGHER EDUCATION - FOR ALL SCHOLARSHIP FUNDS AND GRANTS, STUDENT FINANCIAL SERVICES HAS ESTABLISHED SPECIFIC CRITERIA IN REGARDS TO ELIGIBILITY AND SELECTION. THE ELIGIBILITY REQUIREMENTS OF THE STUDENTS ARE DOCUMENTED AND MONITORED FOR COMPLIANCE. THE ACTUAL SCHOLARSHIPS AND GRANTS ARE CREDITED TO THE STUDENT'S TUITION BILLS. NO SCHOLARSHIPS OR GRANTS ARE AWARDED DIRECTLY TO THE RECIPIENTS. X X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 PHILIP SCHUBERT PRESIDENT 409895 0 94000 0 26748 0 51500 0 96864 0 679007 0 0 0 JACK RICH PRESIDENT - ACIMCO 0 19904 0 0 0 520244 0 30000 0 10254 0 580402 0 0 JOE LEE CIO 386218 0 100000 0 0 0 45000 0 23973 0 555191 0 0 0 KEITH PATTERSON HEAD FOOTBALL COACH 396335 0 0 0 9006 0 22500 0 18722 0 446563 0 0 0 BRETTE TANNER HEAD BASKETBALL COACH 315010 0 500 0 570 0 22500 0 19910 0 358490 0 0 0 RUSTY TOWELL DIRECTOR OF NEXT 262284 0 10732 0 450 0 52500 0 25469 0 351435 0 0 0 DANIEL MACALUSO VP OF ADVANCEMENT 250063 0 0 0 1058 0 52500 0 20334 0 323955 0 0 0 KEVIN CAMPBELL SVP OF OPERATIONS 225516 0 48000 0 216 0 22500 0 25038 0 321270 0 0 0 STEPHEN JOHNSON VP AND CHIEF ADMIN OFFICER 247291 0 27156 0 373 0 20874 0 23493 0 319187 0 0 0 ROBERT RHODES PROVOST 264143 0 0 0 1058 0 24336 0 19898 0 309435 0 0 0 TIMOTHY HEAD ASST DIRECTOR OF NEXT 258608 0 9047 0 0 0 22500 0 9829 0 299984 0 0 0 ZACHARY LASSITER VP OF ATHLETICS 233800 0 22500 0 351 0 19966 0 16426 0 293043 0 0 0 RUSTY KRUZELOCK VP OF RESEARCH 194977 0 0 0 784 0 30000 0 21352 0 247113 0 0 0 SLADE SULLIVAN VP & GENERAL COUNSEL 189250 0 5000 0 870 0 20866 0 25066 0 241052 0 0 0 TAMERA LONG VP OF ENROLLMENT 196016 0 0 0 489 0 11669 0 24425 0 232599 0 0 0 KIM PAMPLIN PROFESSOR 187853 0 9302 0 0 0 11821 0 23273 0 232249 0 0 0 BLAIR SCHROEDER CHIEF PLANNING OFFICER 167829 0 46 0 120 0 14308 0 20707 0 203010 0 0 0 ANTHONY WILLIAMS CHIEF DIVERSITY OFFICER 164674 0 5000 0 317 0 13677 0 15974 0 199642 0 0 0 LORI HERRICK CFO 170423 0 0 0 151 0 10225 0 9677 0 190476 0 0 0 JAMES ORR EXEC DIR OFFICE OF PLANNED GIVING 149895 0 5000 0 562 0 12955 0 21709 0 190121 0 0 0 WILLIAM BEASLEY CHIEF OF STAFF 148304 0 0 0 50 0 12839 0 21838 0 183031 0 0 0 WENDY JONES CHIEF HR OFFICER 123993 0 0 0 224 0 12193 0 19261 0 155671 0 0 0 PART I, LINE 1A CHARTER TRAVEL WAS PAID FOR ON BEHALF OF THE PRESIDENTS OFFICE. THE EXPENSE WAS NOT INCLUDED AS TAXABLE COMPENSATION BECAUSE THE TRAVEL WAS FOR A BONA FIDE BUSINESS PURPOSE. MINISTERIAL HOUSING ALLOWANCE IS OFFERED TO QUALIFIED FACULTY AND ADMINISTRATORS OF THE UNIVERSITY. TWO LISTED PERSONS RECEIVED THIS BENEFIT. THE HOUSING ALLOWANCE IS NOT INCLUDED AS TAXABLE COMPENSATION TO THE EMPLOYEE. COUNTRY CLUB DUES WERE PAID ON BEHALF OF ONE ATHLETIC STAFF. THE DUES WERE REPORTED AS TAXABLE COMPENSATION. PART I, LINE 3 IN A PREVIOUS FISCAL YEAR, ACU IMPLEMENTED SPLIT-DOLLAR LIFE INSURANCE POLICIES FOR ROYCE MONEY AND JACK RICH. THE POLICIES ARE TREATED AS LOANS TO THE EMPLOYEES AND REPRESENTATIONS AS REQUIRED BY REG 1.7872-15(D)(2) HAVE BEEN SIGNED. A NEWARK HIGHER EDUCATION FINANCE CORPORATION 465361566 2016-09-22 102281979 SEE PART VI 0 0 0 B NEWARK HIGHER EDUCATION FINANCE CORPORATION 465361566 2017-12-28 13270211 SEE PART VI 0 0 0 C NEWARK HIGHER EDUCATION FINANCE CORPORATION 465361566 650348AR6 2022-03-16 93094965 SEE PART VI 0 0 0 A 32818647 102282979 953481 30000000 71328498 2018 1 0 1 1 B 13270211 265404 13004807 2019 0 0 1 1 C 93094965 31670615 903251 60521099 31670615 2024 0 1 0 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 A 0 0 1 0 1 0 0 0 1 B 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 1 A 1 B 1 C 1 PART I, LINE A NEWARK HIGHER EDUCATION FINANCE CORPORATION - SERIES 2016A - ISSUED ON 9/22/16 - FACE AMOUNT $62,230,000. THE BOND WAS ISSUED AT A PREMIUM OF $6,781,979. $11,515,000 IS TO BE USED FOR STADIUM CONSTRUCTION, SCIENCE FACILITIES, AND CHRISTIAN VILLAGE RENOVATION. $56,703,292 WAS USED TO REFUND THE SERIES 2001, 2003, 2005, 2006, 2009, 2010, 2011, 2013, 2014, AND 2015 BONDS. NEWARK HIGHER EDUCATION FINANCE CORPORATION - SERIES 2016C - ISSUED 9/22/16 - FACE AMOUNT $33,270,000. $18,485,000 IS TO BE USED FOR STADIUM CONSTRUCTION AND SCIENCE FACILITIES. $14,625,206 WAS USED TO REFUND THE SERIES 2015 BONDS. PART I, LINE B NEWARK HIGHER EDUCATION FINANCE CORPORATION - SERIES 2017 - ISSUED 12/1/17 - FACE AMOUNT $11,570,000. THE BOND WAS ISSUED AT A PREMIUM OF $1,700,211. PROCEEDS WILL BE USED FOR INTERIOR COMPLETION OF THE SCIENCE BUILDING. PART I, LINE C NEWARK HIGHER EDUCATION FINANCE CORPORATION - SERIES 2022 - ISSUED MARCH 16, 2022 - FACE AMOUNT $88,240,000. THE BOND WAS ISSUED AT A PREMIUM OF $4,854,965. PROCEEDS WILL BE USED FOR CONSTRUCTION OF 2 NEW RESIDENCE HALLS AND REMODEL OF MOODY COLISEUM. $10,000,000 WAS USED TO REFUND THE SERIES 2016C TAXABLE BONDS. JACK RICH ACIMCO OFFICER SPLITDOLLAR LIFE INS X 804162 804162 0 1 1 ROYCE MONEY CHANCELLOR SPLITDOLLAR LIFE INS X 730479 730479 0 1 1 1534641 96288 MERIT BASED SCHOLARSHIPS 210500 TUITION DISCOUNTS KEATON KERRIGAN MANAGEMENT/FAMILY 28362 WAGES 0 MAKAYLA KERRIGAN MANAGEMENT/FAMILY 51560 WAGES 0 AARON ROBISON TRUSTEE/FAMILY 97300 WAGES 0 TIM DOTY TRUSTEE/FAMILY 49364 WAGES 0 ELIZABETH YOUNG MANAGEMENT/FAMILY 13569 WAGES 0 TERA HARMON TRUSTEE/FAMILY 64175 WAGES 0 X 26 844588 QUOTED PRICES X VARIOUS 6 142240 ESTIMATED VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 LINE 2 EXPLANATION - JACK RICH, ALAN RICH - FAMILY RELATIONSHIP STEVE MACK, JACK GRIGGS - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE FULL BOARD FOR REVIEW BY POSTING THE RETURN ON THE INTERNAL PASSWORD-PROTECTED BOARD WEB SITE. THE 990 IS ALSO REVIEWED IN DETAIL BY THE AUDIT AND RISK MANAGEMENT COMMITTEE OF THE BOARD OF TRUSTEES BEFORE POSTING TO BOARD WEB SITE. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES AND OFFICERS COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. THE RESULTS OF THESE QUESTIONNAIRES ARE REVIEWED BY LEGAL COUNSEL AND ARE REPORTED TO THE AUDIT COMMITTEE. ALL OTHER EMPLOYEES ARE GIVEN A CONFLICT OF INTEREST QUESTIONNAIRE TO COMPLETE ANNUALLY. THESE ARE REVIEWED BY THE RESPONSIBLE DEAN OR VICE PRESIDENT TO DETERMINE IF A CONFLICT EXISTS. DEPENDING ON THE POTENTIAL CONFLICT, CONDITIONS OR RESTRICTIONS ARE ENFORCED TO REDUCE OR ELIMINATE THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPARABILITY DATA IS USED TO DETERMINE THE COMPENSATION LEVELS OF THE OFFICERS AND KEY EMPLOYEES. THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES ARE DETERMINED BY THE PRESIDENT AND REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. COMPARABILITY DATA IS USED TO DETERMINE THE COMPENSATION LEVELS OF THE PRESIDENT. THE COMPENSATION OF THE PRESIDENT IS REVIEWED, APPROVED AND DOCUMENTED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS OF ABILENE CHRISTIAN UNIVERSITY ARE POSTED ON OUR WEBSITE AND ARE AVAILABLE TO THE GENERAL PUBLIC. WE WILL ALSO PROVIDE COPIES OF THE DOCUMENTS UPON REQUEST. SCHEDULE D, PART XIV, ADDITIONAL INFORMATION TOTAL REVENUES AND EXPENSES PER ABILENE CHRISTIAN UNIVERSITY'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS INCLUDE REVENUES AND EXPENSES FROM ACIMCO (26-3598377) AND GRACE L WOODWARD MEMORIAL ENDOWMENT TRUST (75-2700815). EACH OF THESE ENTITIES FILES THEIR OWN TAX RETURN, AND THEREFORE, ARE NOT INCLUDED IN REVENUES AND EXPENSES OF ABILENE CHRISTIAN UNIVERSITY'S FORM 990. ARL MULTI-FAMILY LLC 266 HUNTER WELCOME CENTER ABILENE TX 79699 REAL ESTATE VENTURE TX 1583000 ABILENE CHRISTIAN UNIVERSITY ARL RETAIL LLC 266 HUNTER WELCOME CENTER ABILENE TX 79699 REAL ESTATE VENTURE TX 449950 17876604 ABILENE CHRISTIAN UNIVERSITY ACIMCO 214 HUNTER WELCOME CT ACU BOX 29125 ABILENE TX 79699 263598377 INVESTMENT MANAGEMENT FOR ACU TX 501(C)3 11 TYPE I ABILENE CHRISTIAN UNIVERSITY 0 GRACE L WOODWARD MEMORIAL ENDOWMENT BOX 29125 ACU STATION ABILENE TX 79699 752700815 SUPPORT ACU TX 501(C)3 11 TYPE I ABILENE CHRISTIAN UNIVERSITY 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GRACE L WOODWARD MEMORIAL ENDOWMENT C 1978450 CASH