UNIVERSITY OF THE SOUTHWEST: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF THE SOUTHWEST (EIN 85-0164940)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2024-12-03
- IRS object ID
- 202433389349300813
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-03T15:17:50+00:00 | ReturnTs |
| Tax Period End | 2024-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363990892 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capin Crouse LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2435 Research Parkway Suite 200 | AddressLine1Txt |
| City | Colorado Springs | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850164940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of the Southwest | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5753926561 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6610 North Lovington Hwy 510 | AddressLine1Txt |
| City | Hobbs | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 88240 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dr Ryan Tipton | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5753926561 | PhoneNum |
| Signature | 2024-12-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ashley Peabody | PreparerPersonNm |
| PTIN | P01385870 | PTIN |
| Phone | 5055022746 | PhoneNum |
| Preparation | 2024-12-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dr Ryan Tipton | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6610 North Lovington Hwy 510 | AddressLine1Txt |
| City | Hobbs | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 88240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,538,352 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.usw.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Activity Or Mission | Christ-centered higher educational community | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 161 | TotalEmployeeCnt |
| Total Volunteers | 22 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,673,630 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,263,484 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,017,102 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,045,593 | CYProgramServiceRevenueAmt |
| PY Investment Income | $181,095 | PYInvestmentIncomeAmt |
| CY Investment Income | $39,350 | CYInvestmentIncomeAmt |
| PY Other Revenue | $158,173 | PYOtherRevenueAmt |
| CY Other Revenue | $142,250 | CYOtherRevenueAmt |
| PY Total Revenue | $17,030,000 | PYTotalRevenueAmt |
| CY Total Revenue | $17,490,677 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,371,696 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,302,775 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,592,721 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,634,598 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $139,050 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,590,162 | PYOtherExpensesAmt |
| CY Other Expenses | $6,749,682 | CYOtherExpensesAmt |
| PY Total Expenses | $16,554,579 | PYTotalExpensesAmt |
| CY Total Expenses | $17,687,055 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $475,421 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$196,378 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,478,150 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,764,341 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,317,613 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,677,885 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,160,537 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,086,456 | NetAssetsOrFundBalancesEOYAmt |
| Mission | University of the Southwest is a Christ-centered educational community dedicated to developing men and women for a lifetime of servant leadership by emphasizing faith, responsibility, and initiative. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,718,248 | ExpenseAmt |
| Grant | $2,885,617 | GrantAmt |
| Revenue | $5,781,054 | RevenueAmt |
| Desc | USW offers undergraduate level programs in the fields of business, education, and arts and sciences. Degrees offered include BBA, BSE, BS, and BA. To complement the undergraduate degree programs, student organizations and activities include professional, academic honor, Christian ministry, civic, and cultural experiences. The University also supports intramural sports programming where students, staff, and faculty are welcome to participate. Athletic programming includes: Baseball, Softball, Mens and Womens Basketball, Mens and Womens Soccer, Volleyball, Cross Country, and Golf. As a University grounded in Christian principles, USW offers a prison seminary program for incarcerated individuals wishing to pursue an undergraduate degree meant to prepare the individual to effect positive community change through best practices in leadership, communication, ethics, and Christian studies. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,464,514 | ExpenseAmt |
| Grant | $1,033,995 | GrantAmt |
| Revenue | $8,974,765 | RevenueAmt |
| Desc | USW offers graduate level programs in the fields of business, education, and arts and sciences. Degrees offered include MBA, DBA, MSE, EdD, MS, MA, and Dmin. The USW College of Business functions as an educational catalyst for positive social change by developing business leaders, entrepreneurs, and executives dedicated to applying servant leadership principles in free enterprise operations. The USW College of Education mission is to immerse candidates in authentic professional learning through a rigorous and innovative curriculum that leverages their strenghts and empowers them to be reflective professionals who are committed to equity and serving their students, families, and communities from an asset-based perspective. The USW College of Arts & Sciences is dedicated to providing the highest quality education in a wide range of academic disciplines to offer a deeper understanding of life, meaning, purpose, and knowledge while developing analytical and critical thinking skills on a path to being servant leaders in their vocations. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,596,405 | ExpenseAmt |
| Grant | $383,163 | GrantAmt |
| Revenue | $1,289,774 | RevenueAmt |
| Desc | Residence halls, apartments, and student meal programs are available primarily for undergraduate students. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $12,779,167 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1564 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 161 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Paula Smith | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5753926561 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6610 North Lovington Hwy Suite 510 | AddressLine1Txt |
| City | Hobbs | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 88240 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Brad Caress | |||||||||
| Secretary | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Cliff Brunson | |||||||||
| Interim Treasurer | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Lee Roberson | |||||||||
| Chair | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.0 | ||
| Sabrina Amador | |||||||||
| Treasurer (part year) | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Samuel S Spencer Jr | |||||||||
| Vice-Chair | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.0 | ||
| Brian Snider | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| David Shaw | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Elaine Sena Cortez | |||||||||
| Board Member / Adjunct Faculty Member | 8.0 | Yes (X) | $12,650 | $0 | $0 | ||||
| Gary Eidson | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| George Klein | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Heather Evans | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| James Lackey | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ken Bromley | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Kristi Goodwin | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Laura Castillo | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| LeAnne Gandy | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Lizabeth White | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael Newell | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Raul Quintana | |||||||||
| Board Member (part year) | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Richard Sanchez | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Dr Ryan Tipton | |||||||||
| President | 40.0 | Yes (X) | $247,900 | $0 | $12,628 | 1.0 | |||
| Paula Smith | |||||||||
| EVP/CFO | 40.0 | Yes (X) | $143,702 | $0 | $14,478 | 1.0 | |||
| Dr Brianna Lopez | |||||||||
| Chief Academic Officer | 40.0 | $195,990 | $0 | $11,195 | Yes (X) | ||||
| Dr David Arnold | |||||||||
| Faculty | 40.0 | $121,073 | $0 | $11,690 | Yes (X) | ||||
| Dr Keisha Tipton | |||||||||
| Assoc. Dean/Faculty | 40.0 | $139,862 | $0 | $16,428 | Yes (X) | ||||
| Sandra Johnson | |||||||||
| Faculty | 40.0 | $102,438 | $0 | $773 | Yes (X) | ||||
| Steve Appel | |||||||||
| Vice President | 40.0 | $107,171 | $0 | $11,538 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,070,786 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $78,730 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| USIM | |||||
| 3415 S Sepulveda Blvd | Los Angeles | CA | 90034 | Media Marketing | $1,218,267 |
| Great Western Dining | |||||
| PO Box 699 | Tipton | MO | 65081 | Food Services | $511,599 |
| M&M Tours | |||||
| PO Box 1349 | Hobbs | NM | 88241 | Transportation | $208,324 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $17,400 | FundraisingAmt |
| Related Organizations | $523,361 | RelatedOrganizationsAmt |
| Government Grants | $133,474 | GovernmentGrantsAmt |
| All Other Contributions | $589,249 | AllOtherContributionsAmt |
| Total Contributions | $1,263,484 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition Revenue | 611310 | $14,755,818 | $14,755,818 |
| Room and Board | 611310 | $1,289,775 | $1,289,775 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,045,593 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,779 | TotalRevenueColumnAmt |
| Exclusion | $14,779 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,211 | TotalRevenueColumnAmt |
| Exclusion | $47,211 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,926 | SecuritiesAmt |
| Other | $15,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,056 | SecuritiesAmt |
| Other | $14,299 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,870 | SecuritiesAmt |
| Other | $701 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,571 | TotalRevenueColumnAmt |
| Exclusion | $24,571 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $27,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $17,400 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $27,320 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$320 | TotalRevenueColumnAmt |
| Exclusion | -$320 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,359 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $95,359 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $95,359 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,490,677 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,045,593 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $181,600 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,000 | TotalAmt |
| Program Services | $400,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,902,775 | TotalAmt |
| Program Services | $3,902,775 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $700,887 | TotalAmt |
| Program Services | $245,096 | ProgramServicesAmt |
| Management And General | $455,791 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,740 | TotalAmt |
| Program Services | $161,138 | ProgramServicesAmt |
| Management And General | $60,602 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,658,328 | TotalAmt |
| Program Services | $3,562,833 | ProgramServicesAmt |
| Management And General | $1,060,481 | ManagementAndGeneralAmt |
| Fundraising | $35,014 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,157 | TotalAmt |
| Program Services | $12,891 | ProgramServicesAmt |
| Management And General | $1,266 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $638,423 | TotalAmt |
| Program Services | $470,685 | ProgramServicesAmt |
| Management And General | $167,728 | ManagementAndGeneralAmt |
| Fundraising | $10 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,063 | TotalAmt |
| Program Services | $290,386 | ProgramServicesAmt |
| Management And General | $107,739 | ManagementAndGeneralAmt |
| Fundraising | $2,938 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,343 | TotalAmt |
| Program Services | $19,007 | ProgramServicesAmt |
| Management And General | $6,336 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,331 | TotalAmt |
| Management And General | $69,331 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,468,991 | TotalAmt |
| Program Services | $169,567 | ProgramServicesAmt |
| Management And General | $1,237,814 | ManagementAndGeneralAmt |
| Fundraising | $61,610 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,994 | TotalAmt |
| Fundraising | $13,994 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,258,030 | TotalAmt |
| Program Services | $924,477 | ProgramServicesAmt |
| Management And General | $311,088 | ManagementAndGeneralAmt |
| Fundraising | $22,465 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,758 | TotalAmt |
| Program Services | $262,879 | ProgramServicesAmt |
| Management And General | $262,879 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,372 | TotalAmt |
| Program Services | $377,557 | ProgramServicesAmt |
| Management And General | $19,815 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,924 | TotalAmt |
| Program Services | $472,237 | ProgramServicesAmt |
| Management And General | $21,449 | ManagementAndGeneralAmt |
| Fundraising | $238 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,945 | TotalAmt |
| Management And General | $1,945 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $677,450 | TotalAmt |
| Program Services | $643,577 | ProgramServicesAmt |
| Management And General | $33,873 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,927 | TotalAmt |
| Management And General | $284,927 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Recruitment | $593,344 | $3,999 | $589,345 | |
| Food Service | $510,316 | $510,316 | ||
| Repairs & Maintenance | $259,895 | $217,683 | $42,212 | |
| Membership & Dues | $169,062 | $132,064 | $34,217 | $2,781 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,687,055 | TotalAmt |
| Program Services | $12,779,167 | ProgramServicesAmt |
| Management And General | $4,768,838 | ManagementAndGeneralAmt |
| Fundraising | $139,050 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,350 | BOYAmt |
| EOY | $177,924 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $543,796 | BOYAmt |
| EOY | $712,947 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,885 | BOYAmt |
| EOY | $16,025 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,834 | BOYAmt |
| EOY | $249,213 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $27,162,985 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,478,884 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,916,178 | BOYAmt |
| EOY | $14,684,101 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,497,760 | BOYAmt |
| EOY | $750,945 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,347 | BOYAmt |
| EOY | $173,186 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,478,150 | BOYAmt |
| EOY | $16,764,341 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,116,177 | BOYAmt |
| EOY | $1,004,581 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $692,629 | BOYAmt |
| EOY | $673,304 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $508,807 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,317,613 | BOYAmt |
| EOY | $1,677,885 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,731,796 | BOYAmt |
| EOY | $14,553,052 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,428,741 | BOYAmt |
| EOY | $533,404 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,160,537 | BOYAmt |
| EOY | $15,086,456 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,478,150 | BOYAmt |
| EOY | $16,764,341 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$196,378 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $110,458 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $11,839 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $912,536 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,132,742 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,036,128 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,673,630 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,263,782 | CurrentTaxYearAmt |
| Total | $10,018,818 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $912,536 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,132,742 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,036,128 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,673,630 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,263,782 | CurrentTaxYearAmt |
| Total | $10,018,818 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,693,263 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,325,555 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,741 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,276 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $156,879 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,990 | CurrentTaxYearAmt |
| Total | $373,690 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $156,513 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $119,717 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,698 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $95,065 | CurrentTaxYearAmt |
| Total | $429,993 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,822,501 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $74,952,693 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.7693 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7482 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part II Public Support | The organization is a school as described under 170(b)(1)(A)(ii) and is not required to complete a public support schedule. Schedule A, Part II is completed to verify the School can qualify under public charity status section 170(b)(1)(A)(vi) and, therefore, qualifies to use the first listed special rule for Schedule B reporting. |
| Schedule A, Part II, Line 10 Other Income | DESCRIPTION - MISC., COLUMN A - , COLUMN B - 156513.0, COLUMN C - 119717.0, COLUMN D - 58698.0, COLUMN E - 95065.0, COLUMN F - 429993.0; |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,753,077 | BeginningYearBalanceAmt |
| Contributions | $1,045,424 | ContributionsAmt |
| Investment Earnings Or Losses | $2,913,948 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $173,784 | GrantsOrScholarshipsAmt |
| Other Expenditures | $400,772 | OtherExpendituresAmt |
| End Year Balance | $16,137,893 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,836,273 | BeginningYearBalanceAmt |
| Contributions | $75,000 | ContributionsAmt |
| Investment Earnings Or Losses | $340,107 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $127,522 | GrantsOrScholarshipsAmt |
| Other Expenditures | $368,168 | OtherExpendituresAmt |
| Administrative Expenses | $2,613 | AdministrativeExpensesAmt |
| End Year Balance | $12,753,077 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,596,790 | BeginningYearBalanceAmt |
| Contributions | $58,552 | ContributionsAmt |
| Investment Earnings Or Losses | -$215,759 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $522,646 | GrantsOrScholarshipsAmt |
| Other Expenditures | $75,695 | OtherExpendituresAmt |
| Administrative Expenses | $4,969 | AdministrativeExpensesAmt |
| End Year Balance | $12,836,273 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,399,650 | BeginningYearBalanceAmt |
| Contributions | $801,340 | ContributionsAmt |
| Investment Earnings Or Losses | $2,723,401 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $321,763 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $5,838 | AdministrativeExpensesAmt |
| End Year Balance | $13,596,790 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,203,185 | BeginningYearBalanceAmt |
| Contributions | $1,003 | ContributionsAmt |
| Investment Earnings Or Losses | $1,470,914 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $270,218 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $5,234 | AdministrativeExpensesAmt |
| End Year Balance | $10,399,650 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.6794 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.3206 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,502,596 | OtherCostOrOtherBasisAmt |
| Book Value | $1,502,596 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,201,443 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,736,690 | DepreciationAmt |
| Book Value | $12,464,753 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,217,055 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,700,577 | DepreciationAmt |
| Book Value | $516,478 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $241,891 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,617 | DepreciationAmt |
| Book Value | $200,274 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,684,101 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part V, Line 4 Intended uses of endowment funds | FormAndLineReferenceDesc |
| Explanation | The endowment is held by both the University and its supporting organization, University of the Southwest Foundation. The University uses the earnings from the endowed funds to award scholarships to students or fund the operations of the University in accordance with the intent of the donor. | ExplanationTxt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | The organization publicized its racially nondiscriminatory policy on the homepage of its website at all times during its tax year in a manner reasonably expected to be noticed by visitors. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | Students attending University of the Southwest are eligible to receive Federal title IV financial assistance administered through the University. New Mexico residents attending the University are eligible to receive financial assistance from the State of New Mexico administered through the University. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Gala | Event1Nm |
| Gross Receipts Event1 | $44,400 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $17,400 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $27,000 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,902 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $12,631 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $6,050 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $6,737 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $44,400 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $17,400 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $27,000 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,902 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $12,631 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $6,050 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,737 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $27,320 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$320 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of the Southwest Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6610 N Lovington Hwy | AddressLine1Txt |
| Address Line2 | Suite 510 | AddressLine2Txt |
| City | Hobbs | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 88240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 237424724 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $400,000 | CashGrantAmt |
| Purpose Of Grant | Endowment transfer | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Tuition Grants / Scholarships | GrantTypeTxt |
| Recipient | 681 | RecipientCnt |
| Cash Grant | $3,902,775 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | The grant to USW Foundation represents a transfer of endowment funds from USW to USW Foundation. The financial records of both USW and USW Foundation are managed at the same location. Financial assistance programs at the University are funded through a variety of sources. It is intended that the various financial assistance programs be used to recognize academic, athletic, servant leadership, and special achievement and to meet financial needs or provide self-help opportunities through student workstudy programs and parent/student loans. While it is not possible to guarantee that funding will be available for every needy applicant, the financial assistance programs at the University are designed to help cover the difference between the direct cost of attending the University and the student's own resources. Each application is reviewed based upon an individual assessment in order to determine the type of resources that will best serve the student. No cash changes hands and funds are directly tied to student accounts. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dr Ryan Tipton | ||||||||||||||
| President | $247,900 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $12,628 | $0 | $260,528 | $0 | $0 | $0 |
| Paula Smith | ||||||||||||||
| EVP/CFO | $143,702 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $14,478 | $0 | $158,180 | $0 | $0 | $0 |
| Dr Brianna Lopez | ||||||||||||||
| Chief Academic Officer | $195,990 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $11,195 | $0 | $207,185 | $0 | $0 | $0 |
| Dr Keisha Tipton | ||||||||||||||
| Assoc. Dean/Faculty | $139,862 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $16,428 | $0 | $156,290 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Keisha Tipton | |||
| Family member of president | $161,138 | Compensation and benefits | false |
| Shaye Smith | |||
| Family member of EVP/CFO | $60,602 | Compensation and benefits | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | The Executive Committee consists of the officers of the Board of Trustees and the Committee Chairs. They do have authority to act on behalf of the Board. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | Paula Smith and Samuel S. Spencer, Jr. - Business relationship |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | As described in Article IX of the Articles of Incorporation, if USW is dissolved, all property remaining after payment and discharge of its obligations shall be transferred to one or more other organizations that have been identified by the USW and USW Foundation Board of Directors upon consultation with and approval by the J.F Maddox Foundation Board of Directors. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The Form 990 is prepared by an independent CPA firm and reviewed in detail by the CFO. The reviewed 990 is then reviewed by the audit and finance committee of the Board of Trustees. A copy of the completed Form 990 is provided to all members of the Board of Trustees prior to filing the return. |
| Form 990, Part VI, Line 12c Conflict of interest policy | The University's established conflict of interest policy, which covers all trustees, directors, officers and key employees, requires that the covered individuals self-disclose conflicts annually. The signed statements are reviewed by the President's administrator. In addition, as specified in the policy, trustees, directors, officers and key employees recuse themselves and/or are recused from decisions relating to areas of possible or perceived conflicts. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | Comparable data is consulted in establishing salary ranges for the President. In no circumstance is the President compensated at a rate exceeding peer institutions. Independent members of the board, including the compensation committee, review and approve compensation for the President. The approval process is documented in the applicable Human Resources files. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | Comparable data is consulted in establishing salary ranges for all other officers and key employees. In no circumstance is any officer or key employee compensated at a rate exceeding peer institutions. The approval process is documented in the applicable Human Resources files. |
| Form 990, Part VI, Line 19 Required documents available to the public | The governing documents, conflict of interest policy, and financial statements are available upon request. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | MIsc Revenue - Total Revenue: 95359, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 95359; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Change in Oil and Gas Rights - 11839; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of the Southwest Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6610 N Lovington Hwy | AddressLine1Txt |
| Address Line2 | Suite 510 | AddressLine2Txt |
| City | Hobbs | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 88240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237424724 | EIN |
| Primary Activities | To support University of the Southwest | PrimaryActivitiesTxt |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Type III-FI | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |