Nonprofit · EIN 75-0800689
SOUTHERN METHODIST UNIVERSITY
Tax-exempt · DALLAS, TX 75205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $1,181,490,564 | $1,097,826,408 | $83,664,156 | $4,622,305,987 | $797,530,057 | $3,824,775,930 |
| May 31, 2024 | 990 | $1,148,707,746 | $989,836,695 | $158,871,051 | $4,478,544,364 | $836,852,358 | $3,641,692,006 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $127,510,879
- of which government grants
- $238,694
- Program service revenue
- $840,839,364
- Investment income
- $148,623,452
- Royalties
- $65,768,495
- Net gain from sales of assets
- $115,109,262
- Net income from fundraising events
- -$1,251,626
- Tax-exempt bond proceeds
- $642,343
- Other revenue
- $64,516,869
Expenses
- Grants and similar amounts paid
- $259,688,818
- Compensation of officers, directors and key employees
- $10,405,266
- Other salaries and wages
- $349,147,030
- Salaries, compensation and benefits (total)
- $460,469,037
- Professional fundraising fees
- $2,063,255
- Legal fees
- $5,077,570
- Accounting fees
- $362,300
- Occupancy
- $54,147,369
- Travel
- $22,823,683
- Depreciation
- $66,672,727
- Program services (functional)
- $977,268,682
- Management and general (functional)
- $90,482,977
- Fundraising (functional)
- $30,074,749
Balance sheet and other
- Total assets, start of year
- $4,478,544,364
- Total assets, end of year
- $4,622,305,987
- Total liabilities, end of year
- $797,530,057
- Net assets, end of year
- $3,824,775,930
- Land, buildings and equipment
- $1,521,355,823
- Publicly traded securities
- $374,459,878
- Net assets without donor restrictions
- $1,084,039,930
- Net assets with donor restrictions
- $2,740,736,000
- Gross unrelated business income
- $16,159,417
- Gross receipts
- $1,733,701,117
- Employees
- 6,538
- Volunteers
- 3,204
- Year formed
- 1911
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Andrew Enfield | Head Basketball Coach -Current Highest-paid employee | 37.5 | $7,542,537 | $64,250 |
| Thomas R Lashlee | Head Football Coach Highest-paid employee | 37.5 | $4,860,356 | $68,942 |
| Robert Lanier | Head Basketball Coach Highest-paid employee | 37.5 | $4,692,732 | $82,363 |
| Robert G Turner | President/Trustee Trustee or director, Officer | 37.5 | $2,040,260 | $279,462 |
| Rick Hart | Athletic Director Highest-paid employee | 37.5 | $1,315,854 | $134,316 |
| Christine Regis | Sr.V.P. for Business and Finance CFO Officer | 37.5 | $1,092,978 | $147,688 |
| Elizabeth Loboa | Provost and Vice President for Academic Affairs Officer | 37.5 | $778,211 | $437,944 |
| Paul Ward | V.P. for Legal Affairs and Secretary Officer | 37.5 | $1,053,908 | $150,528 |
| Scott Symons | Defensive Coordinator Highest-paid employee | 37.5 | $983,859 | $65,459 |
| Brad Cheves | Sr. V.P. for Development, Alumni Relations and Public Affairs Officer | 37.5 | $757,453 | $279,335 |
| Rakesh Dahiya | Chief Investment Officer Officer | 37.5 | $758,956 | $191,843 |
| Matthew Myers | Dean Key Employee Key employee | 37.5 | $633,860 | $194,726 |
| Kenechukwu Mmeje | Sr. V.P. for Student Affairs Officer | 37.5 | $539,172 | $172,958 |
| Harold Stanley | VP Executive Affairs Officer | 37.5 | $461,619 | $61,617 |
| Thomas DiPiero | Dean Key Employee Key employee | 37.5 | $424,011 | $49,776 |
43 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Nathan Balke | Interim Dean Key Employee Key employee | 37.5 | $291,787 | $57,812 |
| Donna M Morrow | Associate University Secretary Officer | 37.5 | $210,414 | $39,197 |
| David Sedman | Trustee - Faculty Institutional trustee | 37.5 | $126,303 | $25,762 |
| Alley B Alley | Trustee Trustee or director | 1 | $0 | $0 |
| Antoine LV Dijkstra | Trustee Trustee or director | 1 | $0 | $0 |
| Antonio O Garza Jr | Trustee Trustee or director | 1 | $0 | $0 |
| Bobby B Lyle | Trustee Trustee or director | 1 | $0 | $0 |
| Caren H Prothro | Trustee Trustee or director | 1 | $0 | $0 |
| Carl Sewell | Trustee Trustee or director | 1 | $0 | $0 |
| Clark K Hunt | Trustee Trustee or director | 1 | $0 | $0 |
| Connie O'Neill | Trustee Trustee or director | 1 | $0 | $0 |
| Cynthia Fierro Harvey | Trustee Trustee or director | 1 | $0 | $0 |
| David B Miller | Trustee Trustee or director | 1 | $0 | $0 |
| David S Huntley | Trustee Trustee or director | 1 | $0 | $0 |
| Douglas Smellage | Trustee Trustee or director | 1 | $0 | $0 |
| Frances A Moody-Dahlberg | Trustee Trustee or director | 1 | $0 | $0 |
| Frederick B Hegi Jr | Trustee Trustee or director | 1 | $0 | $0 |
| Gary T Crum | Trustee Trustee or director | 1 | $0 | $0 |
| Gerald J Ford | Trustee Trustee or director | 1 | $0 | $0 |
| Jeanne L Phillips | Trustee Trustee or director | 1 | $0 | $0 |
| Jeanne Tower Cox | Trustee Trustee or director | 1 | $0 | $0 |
| Juan Antonio Moreno | Trustee Trustee or director | 1 | $0 | $0 |
| Katherine Crow | Trustee Trustee or director | 1 | $0 | $0 |
| Kelly H Compton | Trustee Trustee or director | 1 | $0 | $0 |
| Laura Welch Bush | Trustee Trustee or director | 1 | $0 | $0 |
| Michael Boone | Trustee Trustee or director | 1 | $0 | $0 |
| Michael McKee | Trustee Trustee or director | 1 | $0 | $0 |
| Paul B Loyd Jr | Trustee Trustee or director | 1 | $0 | $0 |
| Paul L Rasmussen | Trustee Trustee or director | 1 | $0 | $0 |
| Ray L Hunt | Trustee Trustee or director | 1 | $0 | $0 |
| Richard K Templeton | Trustee Trustee or director | 1 | $0 | $0 |
| Richard Ware | Trustee Trustee or director | 1 | $0 | $0 |
| Richie L Butler | Trustee Trustee or director | 1 | $0 | $0 |
| Robert H Dedman Jr | Trustee Trustee or director | 1 | $0 | $0 |
| Royce E Wilson Sr | Trustee Trustee or director | 1 | $0 | $0 |
| Ruth S Altshuler | Trustee Trustee or director | 1 | $0 | $0 |
| Sarah Perot | Trustee Trustee or director | 1 | $0 | $0 |
| Scott J Jones | Trustee Trustee or director | 1 | $0 | $0 |
| Scott McLean | Trustee Trustee or director | 1 | $0 | $0 |
| Sheron Patterson | Trustee Trustee or director | 1 | $0 | $0 |
| Tucker S Bridwell | Trustee Trustee or director | 1 | $0 | $0 |
| William Armstrong | Trustee Trustee or director | 1 | $0 | $0 |
| Jude Lugo | Trustee - Student Institutional trustee | 1 | $0 | $0 |
990 for the year ended May 31, 2024: 60 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Robert Lanier | Head Basketball Coach -Current Highest-paid employee | 37.5 | $3,070,721 | $204,761 |
| Thomas R Lashlee | Head Football Coach Highest-paid employee | 37.5 | $2,413,682 | $57,136 |
| Robert G Turner | President/Trustee Trustee or director, Officer | 36.5 | $1,833,395 | $209,191 |
| Rick Hart | Athletic Director Highest-paid employee | 37.5 | $948,570 | $135,087 |
| Elizabeth Loboa | Provost and Vice President for Academic Affairs Officer | 36.5 | $733,254 | $253,334 |
| Brad Cheves | V.P. for Development, Alumni Relations and Public Affairs Officer | 37.5 | $716,523 | $264,385 |
| Rakesh Dahiya | Chief Investment Officer Officer | 37.5 | $715,417 | $204,590 |
| Christine Regis | V.P. for Business and Finance Officer | 36.5 | $706,629 | $85,562 |
| Matthew Myers | Dean Key Employee Key employee | 37.5 | $590,368 | $188,791 |
| Kenechukwu Mmeje | V.P. for Student Affairs Officer | 37.5 | $625,896 | $124,578 |
| Paul Ward | V.P. for Legal Affairs and Secretary Officer | 36.5 | $655,264 | $88,352 |
| William Maxwell | Professor of Finance Highest-paid employee | 37.5 | $588,903 | $37,510 |
| William Dillon | Sr. Assoc Dean Business | 37.5 | $545,485 | $61,905 |
| Harold Stanley | VP Executive Affairs Officer | 36.5 | $444,533 | $55,993 |
| Thomas DiPiero | Dean Key Employee Key employee | 37.5 | $438,690 | $46,549 |
| Donna M Morrow | Associate University Secretary Officer | 37.5 | $201,984 | $36,554 |
| Robert Michael Harris | Trustee - Faculty Institutional trustee | 37.5 | $155,251 | $16,301 |
| Abby Herrera | Trustee - Student Institutional trustee | 1 | $5,748 | $0 |
| Alley B Alley | Trustee Trustee or director | 1 | $0 | $0 |
| Antoine LV Dijkstra | Trustee Trustee or director | 1 | $0 | $0 |
| Antonio O Garza Jr | Trustee Trustee or director | 1 | $0 | $0 |
| Bobby B Lyle | Trustee Trustee or director | 1 | $0 | $0 |
| Caren H Prothro | Trustee Trustee or director | 1 | $0 | $0 |
| Carl Sewell | Trustee Trustee or director | 1 | $0 | $0 |
| Clark K Hunt | Trustee Trustee or director | 1 | $0 | $0 |
| Connie O'Neill | Trustee Trustee or director | 1 | $0 | $0 |
| Cynthia Fierro Harvey | Trustee Trustee or director | 1 | $0 | $0 |
| David B Miller | Trustee Trustee or director | 1 | $0 | $0 |
| David S Huntley | Trustee Trustee or director | 1 | $0 | $0 |
| Douglas Smellage | Trustee Trustee or director | 1 | $0 | $0 |
| Frances A Moody-Dahlberg | Trustee Trustee or director | 1 | $0 | $0 |
| Frederick B Hegi Jr | Trustee Trustee or director | 1 | $0 | $0 |
| Gary T Crum | Trustee Trustee or director | 1 | $0 | $0 |
| Gerald J Ford | Trustee Trustee or director | 1 | $0 | $0 |
| Jackson Overton | Trustee - Student Trustee or director | 1 | $0 | $0 |
| Jeanne L Phillips | Trustee Trustee or director | 1 | $0 | $0 |
| Jeanne Tower Cox | Trustee Trustee or director | 1 | $0 | $0 |
| Juan Antonio Moreno | Trustee Trustee or director | 1 | $0 | $0 |
| Katherine Crow | Trustee Trustee or director | 1 | $0 | $0 |
| Kelly H Compton | Trustee Trustee or director | 1 | $0 | $0 |
| Laura Welch Bush | Trustee Trustee or director | 1 | $0 | $0 |
| Michael Boone | Trustee Trustee or director | 1 | $0 | $0 |
| Michael McKee | Trustee Trustee or director | 1 | $0 | $0 |
| Paul B Loyd Jr | Trustee Trustee or director | 1 | $0 | $0 |
| Paul L Rasmussen | Trustee Trustee or director | 1 | $0 | $0 |
| Ray L Hunt | Trustee Trustee or director | 1 | $0 | $0 |
| Richard K Templeton | Trustee Trustee or director | 1 | $0 | $0 |
| Richard Ware | Trustee Trustee or director | 1 | $0 | $0 |
| Richie L Butler | Trustee Trustee or director | 1 | $0 | $0 |
| Robert Frank | Trustee - Faculty Trustee or director | 37.5 | $0 | $0 |
| Robert H Dedman Jr | Trustee Trustee or director | 1 | $0 | $0 |
| Royce E Wilson Sr | Trustee Trustee or director | 1 | $0 | $0 |
| Ruth S Altshuler | Trustee Trustee or director | 1 | $0 | $0 |
| Sarah Perot | Trustee Trustee or director | 1 | $0 | $0 |
| Scott J Jones | Trustee Trustee or director | 1 | $0 | $0 |
| Scott McLean | Trustee Trustee or director | 1 | $0 | $0 |
| Sheron Patterson | Trustee Trustee or director | 1 | $0 | $0 |
| Tucker S Bridwell | Trustee Trustee or director | 1 | $0 | $0 |
| William Armstrong | Trustee Trustee or director | 1 | $0 | $0 |
| Mary Anne Rogers | Assistant Secretary Officer | 37.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3140 DYER ST MSC 261, DALLAS, TX 75205-1977
- In care of
- % VICKIE BUMGARDNER
- Principal officer (990 for 2024)
- Jay C Hartzell, 3140 DYER ST MS261, Dallas, TX 752750261
- Signed the 990
- Rachel Mulry, SR VP, Bus & Fin, CFO, ad interim
- Phone
- (214) 768-2090
Mission
The primary mission of the University is education through research and teaching by creating and imparting knowledge that will shape citizens who contribute to their communities and lead professions in a global society.
Program accomplishments
- Instructional: Instructional programs include academic instruction and services for undergraduate and graduate students including financial aid in the form of scholarships and fellowships. Student enrollment for Fall Semester 2024 was 12,129 and Spring Semester 2025 was 11,858.Expenses $513,787,875 · grants $225,441,946 · revenue $731,346,003
- Student Services : This category includes athletic expenditures and services that support educational activities. Services includes the offices of admissions and registrar. It encompasses student activities, organizations, athletics, counseling and guidance and admissions and records.Expenses $334,776,833 · grants $20,660,739 · revenue $10,925,491
- Sponsored Research: Sponsored research includes expenditures for all activities that are part of the University's research program, including activities specifically organized to produce research outcomes, whether commissioned by an agency external to the institution or separately budgeted by an organizational unit within the institution.Expenses $76,788,241 · revenue $36,316,034
- Organized Activities: Organized activities make available to the public various resources that exist within the University such as seminars, conferences and camps. It also includes auxiliiary activities that support educational activities such as bookstore, student housing, vending and food administration and independent operations.Expenses $51,915,733 · revenue $62,251,837
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 75-0800689
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1933
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B430)
- Assets (IRS master file)
- $4,622,305,987
- Income (IRS master file)
- $1,733,701,117
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | – | – | – | IRS |
| 990-T | May 2025 | – | – | – | IRS |
| 990 | May 2024 | – | – | – | IRS |
| 990-T | May 2024 | – | – | – | IRS |
| 990 | May 2023 | $1,041,264,917 | $903,667,627 | $4,211,825,864 | IRS |
| 990-T | May 2023 | – | – | – | IRS |
| 990 | May 2022 | $1,151,429,320 | $839,825,116 | $4,000,720,929 | IRS |
| 990-T | May 2022 | – | – | – | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990-T | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about SOUTHERN METHODIST UNIVERSITY
- What is the EIN of SOUTHERN METHODIST UNIVERSITY?
- The employer identification number (EIN) of SOUTHERN METHODIST UNIVERSITY is 75-0800689.
- Is SOUTHERN METHODIST UNIVERSITY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1933.
- Are donations to SOUTHERN METHODIST UNIVERSITY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHERN METHODIST UNIVERSITY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTHERN METHODIST UNIVERSITY due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHERN METHODIST UNIVERSITY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of SOUTHERN METHODIST UNIVERSITY?
- The 990 for the year ended May 31, 2025 names Jay C Hartzell.
- Who are the officers and directors of SOUTHERN METHODIST UNIVERSITY?
- The 990 for the year ended May 31, 2025 lists 58 people; 18 received compensation from the organization, the highest $7,542,537 (Andrew Enfield, Head Basketball Coach -Current).
- How much revenue does SOUTHERN METHODIST UNIVERSITY have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $1,181,490,564, expenses of $1,097,826,408 and total assets of $4,622,305,987 at year end.
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