2021-04-01T10:54:38-05:00 2020-05-31 BKD LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2019-06-01 750800691 Texas Wesleyan University % JACQUELINE RUTLEDGE TEXA 8175316571 1201 Wesleyan St Fort Worth TX 76105 FREDERICK G SLABACH PRESIDENT 9727028262 2020-10-15 true Jeanette Verrelli P00742631 9727028262 2019 2022-09-23 18:48:47Z FREDERICK G SLABACH 1201 WESLEYAN ST FORT WORTH TX 76105 88823074 false X WWW.TXWES.EDU X 1890 TX FOUNDED IN 1890 IN FORT WORTH, TEXAS WESLEYAN UNIVERSITY IS A UNITED METHODIST INSTITUTION WITH A TRADITION IN THE LIBERAL ARTS AND SCIENCES .. (CONTINUED ON SCH. O) 35 34 926 89 -34045 -34045 5119655 11030313 63110790 67895388 3400506 649507 3022628 3694897 74653579 83270105 18603331 25074788 0 0 33163547 32870196 39598 40003 1200229 23024776 24561231 74831252 82546218 -177673 723887 154836049 152181205 24814258 22351865 130021791 129829340 X TEXAS WESLEYAN UNIVERSITY'S MISSION IS TO DEVELOP STUDENTS TO THEIR FULL POTENTIAL AS INDIVIDUALS AND AS MEMBERS OF THE WORLD COMMUNITY. TEXAS WESLEYAN ASPIRES TO BE A VALUES- AND STUDENT-CENTERED UNIVERSITY WHERE MOTIVATED STUDENTS PREPARE FOR GRADUATE SCHOOL AND LEADERSHIP IN PROFESSIONAL CAREERS. THIS VISION IS PREMISED UPON THE UNDERSTANDING THAT PROFESSIONAL EMPLOYERS SEEK INDIVIDUALS WHO HAVE ATTAINED THE ESSENTIAL SKILLS OF CRITICAL THINKING, ANALYTICAL REASONING AND CREATIVE PROBLEM SOLVING. true false 48816986 24193175 63661912 TEXAS WESLEYAN UNIVERSITY WAS FOUNDED BY THE METHODIST EPISCOPAL CHURCH IN 1890 AND IS THE LONGEST SERVING HIGHER EDUCATION INSTITUTION IN FORT WORTH. LED BY PRESIDENT FREDERICK G. SLABACH, TEXAS WESLEYAN MARKED THE END OF THE 2020 VISION STRATEGIC PLAN, AND IS SHIFTING FOCUS TO THE DEVELOPMENT OF THE NEXT ROADMAP FOR THE UNIVERSITY'S FUTURE. IN MAY 2020, TEXAS WESLEYAN ESTABLISHED THE SCHOOL OF ARTS AND SCIENCES, A MERGING OF THE SCHOOLS OF ARTS AND LETTERS AND NATURAL AND SOCIAL SCIENCES. THE MERGER WILL ALLOW BOTH SCHOOLS TO COMBINE THEIR RESOURCES AND CREATE A MORE EFFICIENT OPERATION AND SCHEDULING OF COURSES, MAKING IT EASIER FOR STUDENTS TO GRADUATE FASTER. TEXAS WESLEYAN OFFERS UNDERGRADUATE DEGREES IN THE SCHOOLS OF ARTS AND SCIENCES, BUSINESS AND EDUCATION. ADDITIONALLY, TEXAS WESLEYAN OFFERS GRADUATE DEGREES IN THE SCHOOLS OF BUSINESS, EDUCATION AND HEALTH PROFESSIONS. TEXAS WESLYEAN HAS LAUNCHED SEVERAL 100% ONLINE GRADUATE PROGRAMS WITHIN THE PAST FOUR YEARS. THE UNIVERSITY OFFERS AN HONORS CURRICULUM AND A PRE-HEALTH SCIENCE PROGRAM. ENDOWED FUNDS SUPPORT SCHOLARSHIPS, SPEAKER SERIES AND MANY ACADEMIC PROGRAMS BEYOND THE CLASSROOM, INCLUDING STUDY ABROAD PROGRAMS. OFFICAL ENROLLMENT FOR THE FALL 2019 TERM INCLUDE 1,799 UNDERGRADUATE AND 808 GRADUATE AND PROFESSIONAL STUDENTS FOR A TOTAL ENROLLMENT OF 2,607. 17928922 STUDENT SERVICES AND ACADEMIC SUPPORT: CAREER SERVICES PROVIDES ACADEMIC SUPPORT SERVICES THROUGH PROGRAMMING, CLASSROOM ENGAGEMENT, JOB/INTERN PLACEMENT OPPORTUNITIES, AND INDIVIDUAL COUNSELING APPOINTMENTS. PROGRAMMING INCLUDES EVENTS FOCUSED ON PROFESSIONAL DEVELOPMENT INCLUDING BUSINESS ETIQUETTE, DIGITAL NETWORKING PLATFORMS, INTERVIEW STRATEGIES, AND GRADUATE SCHOOL PREPARATION. PLACEMENT OPPORTUNITIES ARE AVAILABLE THROUGH STUDENT EMPLOYMENT FAIR, GRADUATE SCHOOL FAIR, CAREER FAIR, AND INDIVIDUAL ACADEMIC PROGRAM SHOWCASES SUCH AS COUNSELING GRADUATE STUDENT CAREER FAIR. CAREER SERVICES CONDUCTED 312 CONSULTATIONS IN 2019-2020 ADDRESSING TOPICS SUCH AS GRADUATE SCHOOL, TYPOLOGY ASSESSMENTS, JOB SEARCH, INTERNSHIP COUNSELING, MAJOR ADVISING, MOCK INTERVIEWS, RESUME REVIEWS, STUDENT EMPLOYMENT, AND OTHER MATTERS. ORIENTATION AND NEW STUDENT EXPERIENCES COORDINATED 13 ORIENTATION SESSIONS SERVING 585 PROSPECTIVE STUDENTS FOR 2019-2020. THE OFFICE OF THE DEAN OF STUDENTS ADDRESSES MATTERS CONCERNING ALLEGED MISCONDUCT, CRISIS INTERVENTION, AND CONFLICT RESOLUTION. PROACTIVE EDUCATIONAL INITIATIVES INCLUDE PROGRAMMING FOR SEXUAL ASSAULT AWARENESS MONTH, DOMESTIC VIOLENCE AWARENESS MONTH, AND SAFE-ZONE TRAINING IN ADDITION TO PUBLISHING PREVENTION AND RESPONSE, WHICH IS A TITLE IX RESOURCE. THE TITLE IX POLICY AND WEBSITE WERE UPDATED TO REFLECT THE NEW REGULATIONS. THE DIVISION OF STUDENT AFFAIRS PROMOTES NUMEROUS SUPPORT SERVICES INCLUDING STUDENT ORGANIZATIONS, GREEK LIFE, SOCIAL PROGRAMMING, AND SERVICE LEARNING PROGRAMS. THE MORTON FITNESS CENTER PROVIDES EQUIPMENT AND FACILITIES TO ENCOURAGE WELLNESS AND COMPETITIVE EXCELLENCE INCLUDING WEIGHT TRAINING, CARDIO, AND GROUP FITNESS CLASSES. 4518350 881613 4257024 HOUSING AND RESIDENCE LIFE: THE UNIVERSITY OFFERS TRADITIONAL, SUITE-STYLE, AND APARTMENT STYLE HALLS ON-CAMPUS WITH OVER 500 RESIDENTS IN FALL 2019. RESIDENCE LIFE STAFF FOCUSES ON REGULAR ONE-ON-ONE INTERACTIONS WITH EACH RESIDENT FOCUSED ON BUILDING RELATIONSHIPS, STIMULATING COMMUNITY, AND HELPING EACH RESIDENT FIND SUCCESS AT TEXAS WESLEYAN. RESIDENCE LIFE HOSTS PROGRAMS IN THE RESIDENCE HALLS THAT HELP STUDENTS DEVELOP IN THE AREAS OF HEALTHY LIVING, MULTICULTURAL COMPETENCE, GLOBAL CITIZENSHIP, LEADERSHIP DEVELOPMENT, PROFESSIONAL DEVELOPMENT, AND EDUCATIONAL EXPLORATION. PROGRAMMING IN THE HALLS IS BASED ON CURRENT STUDENT NEEDS. 71264258 true true false false false false false false false true true false false true true false true false true false true false true true true false false false true true true false false false false false false false false true false true false false false false true false false false true 194 0 926 true false false false false false true true false false false false false false X 35 34 false false false false false false false true true false false true true true true true true true true false CO LA MD MI NV NH NY OH OK SC WA WI X JACQUELINE RUTLEDGE 8175316571 1201 WESLEYAN ST FORT WORTH TX 76105 X FREDERICK SLABACH PRESIDENT 50.0 0.0 X 496717 0 55187 JAMES LEWIS VP, ADVANCEMENT 40.0 0.0 X 237364 0 28207 PAUL AUSTIN PROFessor OF NURSE ANESTHESIA 40.0 0.0 X 237977 0 18984 TITO TUBOG Assistant PROFESSOR OF GPNA 40.0 0.0 X 198558 0 25520 DONNA NANCE VP, FINANCE & ADMIN 50.0 0.0 X 179922 0 32852 TERRI KANE ASS. PROFESSOR OF NURSE ANESTH 40.0 0.0 X 180168 0 23995 HECTOR QUINTANILLA PROV/VP,ACAD AFFAIRS Beg 08/19 45.0 0.0 X 172133 0 25078 RICARDO RODRIGUEZ DEAN, NATURAL & SOCIAL SCIENCE 40.0 0.0 X 163356 0 32151 ALLEN HENDERSON ADV TO PROVOST 40.0 0.0 X 167797 0 26186 JOHN VEILLEUX VP OF ENROLLMENT, MKTG & COMM. 40.0 0.0 X 166409 0 23047 LARRY ANFIN TRUSTEE 2.0 0.0 X 0 0 0 ROY BROOKS TRUSTEE 2.0 0.0 X 0 0 0 TIM BRUSTER TRUSTEE 2.0 0.0 X 0 0 0 TIM CARTER CHAIRMAN 2.0 0.0 X X 0 0 0 DOUGLAS COMPTON TRUSTEE 2.0 0.0 X 0 0 0 KAREN CRAMER TRUSTEE 2.0 0.0 X 0 0 0 JAMES DUBOSE TRUSTEE 2.0 0.0 X 0 0 0 JANIE FARIS TRUSTEE, End: 05/2020 2.0 0.0 X 0 0 0 JAN FERSING TRUSTEE 2.0 0.0 X 0 0 0 KAY GRANGER TRUSTEE 2.0 0.0 X 0 0 0 KELLY GRAY TRUSTEE 2.0 0.0 X 0 0 0 WILLIAM HALL TRUSTEE 2.0 0.0 X 0 0 0 ASLAM KHAN TRUSTEE 2.0 0.0 X 0 0 0 GEORGE LEONE TRUSTEE 2.0 0.0 X 0 0 0 GLENN LEWIS TRUSTEE 2.0 0.0 X 0 0 0 THOMAS LOCKE VICE-CHAIRMAN 2.0 0.0 X X 0 0 0 MIKE LOWRY TRUSTEE 2.0 0.0 X 0 0 0 MARK MA TRUSTEE 2.0 0.0 X 0 0 0 LOUELLA BAKER MARTIN TRUSTEE 2.0 0.0 X 0 0 0 DAVID PARKER TRUSTEE 2.0 0.0 X 0 0 0 GREG PHILLIPS TRUSTEE 2.0 0.0 X 0 0 0 BEVERLY POWELL IMMEDIATE PAST CHAIRMAN 2.0 0.0 X X 0 0 0 ALICE PUENTE SECRETARY 2.0 0.0 X X 0 0 0 LOWISA RAINWATER TRUSTEE 2.0 0.0 X 0 0 0 NICK SHOLARS TRUSTEE 2.0 0.0 X 0 0 0 CLAUDIA STEPP TRUSTEE 2.0 0.0 X 0 0 0 VICKIE STEVENS TRUSTEE 2.0 0.0 X 0 0 0 LOUIS STURNS TRUSTEE 2.0 0.0 X 0 0 0 GARY TERRY TRUSTEE End: 06/20 2.0 0.0 X 0 0 0 MARC VEASEY TRUSTEE 2.0 0.0 X 0 0 0 ANTHONY VINSON TRUSTEE 2.0 0.0 X 0 0 0 MAX WAYMAN TRUSTEE 2.0 0.0 X 0 0 0 MICHAEL WILLIAMS TRUSTEE 2.0 0.0 X 0 0 0 GARY CUMBIE TRUSTEE 2.0 0.0 X 0 0 0 KENNETH JONES TRUSTEE 2.0 0.0 X 0 0 0 JOHN MADDUX TRUSTEE 2.0 0.0 X 0 0 0 ANNE STREET TRUSTEE 2.0 0.0 X 0 0 0 2200401 0 291207 57 false true false ARAMARK FOOD AND SUPPORT SERVICES 27310 NETWORK PLACE CHICAGO IL 606731273 FOOD SERVICE 1946600 COMARK DIRECT 507 SOUTH MAIN FORT WORTH TX 76104 POSTCARD/MAILINGS/ 561413 SUNSTATES SECURITY LLC 801 CORPORATE CENTER DRIVE STE 1 RALEIGH NC 27607 SECURITY 718240 DYNAMIC CAMPUS SOLUTIONS INC 2806 FLINTROCK TRACE STE A205 AUSTIN TX 78738 IT SERVICES 2442000 THOS S BYRNEINC 551 EAST BERRY STREET FORT WORTH TX 76110 CONSTRUCTION 3739089 23 358645 6396659 4275009 561949 11030313 Tuition and Fees 611600 63457330 63457330 Housing and Meals 531110 4232249 4232249 BOOKSTORE 451211 11094 11094 Auxiliary 611710 194715 194715 67895388 1757617 -34045 1791662 0 3387996 3387996 391950 74480 317470 0 317470 317470 4192785 5300895 -1108110 -1108110 -1108110 58195 358645 177594 -119399 -119399 0 0 0 0 0 0 Forfeited Deposits 900099 21700 21700 Collection of Bad Debts 611600 1001 1001 Pass-Through Revenue 900099 847 847 85282 85282 108830 83270105 67918936 -34045 4354901 0 22172364 22172364 2902424 2902424 0 1351379 244420 886197 220762 70992 70992 24846847 22238546 2212212 396089 1298916 1176934 93993 27989 3398268 3006259 311257 80752 1903794 1650459 202182 51153 1593869 836761 723622 33486 94429 1930 92309 190 84360 84360 0 40003 40003 140410 140410 751895 507668 244227 0 1885553 989892 856047 39614 2600938 1365460 1180834 54644 448790 235609 203752 9429 0 2159826 1285125 836178 38523 1682160 1594377 76947 10836 0 117194 95364 20583 1247 630909 243377 387532 0 3545103 3255909 289194 540603 459513 81090 DUES & SUBSCRIPTION 896514 729520 157455 9539 Bad Debt 675331 549537 118608 7186 SUPPLIES 2695003 2513375 124674 56954 REPAIRS & MAINTENANCE 885931 720908 155596 9427 3132413 2488527 602472 41414 82546218 71264258 10081731 1200229 17753959 18267269 0 0 3816150 3586080 2916608 3025722 0 0 0 0 0 0 0 0 1101168 764866 117733716 49525937 66465169 68207779 41807688 41541313 7665512 6077671 0 0 0 0 13309795 10710505 154836049 152181205 7457822 5185919 0 0 6984870 5166967 9358504 9412691 0 0 0 0 50517 0 286149 571579 676396 2014709 24814258 22351865 X 60249265 73491704 69772526 56337636 130021791 129829340 154836049 152181205 X 723887 -1078686 162348 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 59523431 787253 -359560 1103500 1031078 57816546 62012024 274386 -536008 1062669 1164302 59523431 66876882 3772867 5361019 928988 13069756 62012024 57438220 3827488 7536091 898634 1026283 66876882 56428371 3633205 -1012116 816240 795000 57438220 0.19000 0.65000 0.16000 true false 853428 853428 86480413 30220275 56260138 5902752 1704891 4197861 18906660 13958385 4948275 5590463 3642386 1948077 68207779 Beneficial Interest in Trusts 10710505 10710505 0 Capital Lease Obligations 949178 Interest Rate Swap Agreement 857510 Post-Retirement Benefit Obligation 208021 2014709 58319598 -1078686 -23983485 -25062171 83381769 140410 -252074 -111664 83270105 58512049 252074 252074 58259975 140410 24145833 24286243 82546218 SCHEDULE D, PART V, LINE 4 INTENDED USE OF ENDOWMENT FUNDS: THE ORIGINAL CORPUS OF ENDOWMENT FUNDS WILL REMAIN UNSPENT. EARNINGS FROM THE INVESTED ENDOWMENT FUNDS ARE UTILIZED FOR SCHOLARSHIPS, SUPPORT OF THE LIBRARIES, AND PROGRAM SUPPORT IN ACCORDANCE WITH ENDOWMENT SPENDING POLICY. SCHEDULE D, PART X, LINE 2 ASC 740 FOOTNOTE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH RETURN: CHANGE IN BENEFICIAL INTEREST IN TRUSTS $162,348 SCHOLARSHIPS $(24,145,833) -------------- TOTAL $(23,983,485) SCHEDULE D, PART XI, LINE 4B RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH RETURN: RENTAL EXPENSE $(74,480) FUNDRAISING EXPENSE $(177,594) ------------- TOTAL $(252,074) SCHEDULE D, PART XII, LINE 2D RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH RETURN: RENTAL EXPENSE $74,480 FUNDRAISING EXPENSE $177,594 ----------- TOTAL $252,074 SCHEDULE D, PART XII, LINE 4B RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH RETURN: SCHOLARSHIPS $24,145,833 true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 HOW THE RACIALLY NONDISCRIMINATORY POLICY IS PUBLICIZED: THE ORGANIZATION'S RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN THE STUDENT HANDBOOK, UNIVERSITY CATALOG, AND THE WEBSITE. SCHEDULE E, PART I, LINE 6A FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT AGENCY: THE ORGANIZATION RECEIVES FEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITIES GRANTS, WORK STUDY, PELL GRANTS, UPWARD BOUND GRANTS, DIRECT STUDENT LOANS AND TEACHER EDUCATION ASSISTANCE GRANTS. true Europe (Including Iceland and Greenland) PROGRAM SERVICES INSTRUCTION 190344 East Asia and the Pacific PROGRAM SERVICES INSTRUCTION 80393 Central America and the Caribbean PROGRAM SERVICES INSTRUCTION 3750 South America PROGRAM SERVICES INSTRUCTION 54039 Europe (Including Iceland and Greenland) PASSIVE INVESTMENTS 754170 Central America and the Caribbean PASSIVE INVESTMENTS 3850322 4933018 4933018 Student Financial AID Sub-Saharan Africa 14 233247 Electronic Student Financial Aid South Asia 50 564400 ELECTRONIC Student Financial Aid Central America and the Caribbean 5 95482 ELECTRONIC Student Financial Aid East Asia and the Pacific 93 1011157 ELECTRONIC Student Financial Aid Europe (Including Iceland and Greenland) 16 448617 ELECTRONIC STUDENT FINANCIAL AID Middle East and North Africa 4 52000 ELECTRONIC STUDENT FINANCIAL AID North America 9 267279 ELECTRONIC STUDENT FINANCIAL AID Russia and the Newly Independent States 1 23850 ELECTRONIC STUDENT FINANCIAL AID South America 9 206392 ELECTRONIC false false true true true false SCHEDULE F, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS: TEXAS WESLEYAN UNIVERSITY'S OFFICE OF FINANCIAL AID ADMINISTERS MULTIPLE GRANTS AND SCHOLARSHIPS. UNIVERSITY SCHOLARSHIPS AND GRANTS ARE ADMINISTERED ACCORDING TO THE POLICIES OF THE OFFICE OF FINANCIAL AID IN SUPPORT OF THE UNIVERSITY'S STRATEGIC PLAN. THE FINANCIAL AID OFFICE USES A NUMBER OF SUPPORTING DOCUMENTS OF VERIFICATION TO DETERMINE A STUDENT'S ELIGIBILITY FOR ALL NEED BASED PROGRAMS. ADDITIONALLY, STUDENTS' ELIGIBILITY IS DETERMINED BASED UPON ACADEMIC QUALIFICATIONS, SPECIAL TALENTS, AND DONOR STIPULATED REQUIREMENTS. POLICIES AND PROCEDURES ENSURE THAT THE DETERMINATION OF AID ELIGIBILITY AND THE SUBSEQUENT DELIVERY OF AID IS DELIVERED IN A FAIR AND EQUITABLE MANNER. X X X X X X X true WILSON-BENNET PHONATHON false 13106 40003 13106 40003 AL AZ AR CA CO CT DE 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 BUSINESS HALL O 328600 294200 34400 36075 90898 9410 OD BOUNDS GOLF 73370 53880 19490 7050 10420 8040 1 14870 10565 4305 803 1741 13157 416840 358645 58195 43928 103059 30607 177594 -119399 true STUDENT FINANCIAL AID 1394 21243409 STUDENT CARES RELIEF 578 928955 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS: TEXAS WESLEYAN UNIVERSITY'S OFFICE OF FINANCIAL AID ADMINISTERS MULTIPLE FEDERAL, STATE, PRIVATE, AND UNIVERSITY GRANTS, SCHOLARSHIPS, LOAN AND WORK STUDY AWARDS. FEDERAL AND STATE PROGRAMS ARE ADMINISTERED ACCORDING TO THE U.S. LAW AND REGULATIONS PROMULGATED BY THE U.S. DEPARTMENT OF EDUCATION AND THE U.S. DEPARTMENT HEALTH AND HUMAN SERVICES AS WELL AS THE REGULATIONS OF THE STATE OF TEXAS. UNIVERSITY SCHOLARSHIPS AND GRANTS ARE ADMINISTERED ACCORDING TO THE POLICIES OF THE OFFICE OF FINANCIAL AID IN SUPPORT OF THE UNIVERSITY'S STRATEGIC PLAN. THE FINANCIAL AID OFFICE USES THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) AND A NUMBER OF SUPPORTING DOCUMENTS OF VERIFICATION TO DETERMINE A STUDENT'S ELIGIBILITY FOR ALL NEED BASED PROGRAMS. ADDITIONALLY, STUDENTS' ELIGIBILITY IS DETERMINED BASED UPON ACADEMIC QUALIFICATIONS, SPECIAL TALENTS, AND DONOR STIPULATED REQUIREMENTS. POLICIES AND PROCEDURES ENSURE THAT THE DETERMINATION OF AID ELIGIBILITY AND THE SUBSEQUENT DELIVERY OF AID IS DELIVERED IN A FAIR AND EQUITABLE MANNER. X true true X X X false false false false false false false false false FREDERICK SLABACH PRESIDENT 353013 0 92500 0 51204 0 22400 0 32787 0 551904 0 0 0 DONNA NANCE VP, FINANCE & ADMIN 179922 0 0 0 0 0 15096 0 17756 0 212774 0 0 0 JOHN VEILLEUX VP OF ENROLLMENT, MKTG & COMM. 166409 0 0 0 0 0 13528 0 9519 0 189456 0 0 0 TERRI KANE ASS. PROFESSOR OF NURSE ANESTH 180168 0 0 0 0 0 14591 0 9404 0 204163 0 0 0 TITO TUBOG Assistant PROFESSOR OF GPNA 198558 0 0 0 0 0 16093 0 9427 0 224078 0 0 0 JAMES LEWIS VP, ADVANCEMENT 237364 0 0 0 0 0 16093 0 12114 0 265571 0 0 0 PAUL AUSTIN PROFessor OF NURSE ANESTHESIA 237977 0 0 0 0 0 18877 0 107 0 256961 0 0 0 HECTOR QUINTANILLA PROV/VP,ACAD AFFAIRS Beg 08/19 172133 0 0 0 0 0 13369 0 11709 0 197211 0 0 0 ALLEN HENDERSON ADV TO PROVOST 167797 0 0 0 0 0 13864 0 12322 0 193983 0 0 0 RICARDO RODRIGUEZ DEAN, NATURAL & SOCIAL SCIENCE 163356 0 0 0 0 0 11497 0 20654 0 195507 0 0 0 SCHEDULE J, PART I, LINE 1A DESCRIPTION OF BENEFITS: THE HOUSING ALLOWANCE IS INCLUDED IN EMPLOYEE FORMS W-2 TAXABLE INCOME (FREDERICK SLABACH) A WHITNEY CULTURAL EDUCATION FACILITIES FINANCE CORP 821296577 XXXXXXXXX 2019-12-18 9758000 REFINANCE EXISTING ISSUE false false false A 209758 0 9758000 0 0 9440600 114258 0 0 203142 0 0 2019 true false true true A false false false false 0 false false false true A false true false false false false 0 false 0 false false A false SCHEDULE K, PART IV, LINE 7 & PART V PROCEDURES TO MONITOR REQUIREMENTS OF SECTION 148: THE ORGANIZATION RELIES ON ITS INDEPENDENT FINANCIAL ADVISOR TO MONITOR COMPLIANCE WITH THE ARBITRAGE, YIELD RESTRICTION AND REBATE REQUIREMENTS UNDER CODE SECTION 148. GINA PHILLIPS SISTER-IN-LAW OF TRUSTEE 70992 SALARY/WAGES false X 3 561949 FMV false true false SCHEDULE M, PART I, COLUMN (B) NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED: THE AMOUNTS REPORTED IN THIS COLUMN ARE THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, LINE 1A DELEGATION OF AUTHORITY: in compliance with the university bylaws, AN EXECUTIVE COMMITTEE IS ELECTED BY THE BOARD AND IS ABLE TO EXERCISE ALL THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE UNIVERSITY BETWEEN BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW FORM 990: THE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE FORM 990. ONCE PREPARED, THE FORM IS REVIEWED BY UNIVERSITY STAFF. IT IS THEN PROVIDED TO THE TRUSTEES FOR COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY: ANNUALLY, THE CONFLICT OF INTEREST QUESTIONNAIRE IS DISTRIBUTED TO OFFICERS, TRUSTEES AND KEY EMPLOYEES FOR COMPLETION. THE COMPLETED FORMS ARE REVIEWED AND ANY POTENTIAL CONFLICTS ARE DISCLOSED. AS A PRACTICE, TRUSTEES ARE ASKED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AT EACH BOARD MEETING AND EXECUTIVE COMMITTEE MEETING BASED ON THEIR REVIEW OF THE AGENDA OF EACH MEETING. A TRUSTEE DECLARING A CONFLICT RECUSES HIMSELF/HERSELF FROM CONSIDERATION AND VOTING ON THE CONFLICTED AGENDA ITEM. FORM 990, PART VI, SECTION B, LINE 15A REVIEW OF TOP MANAGEMENT OFFICIAL COMPENSATION: THE UNIVERSITY USES NATIONAL COMPENSATION SURVEYS TO DETERMINE COMPENSATION OF THE PRESIDENT. COMPENSATION IS THEN APPROVED BY THE UNIVERSITY'S BOARD OF TRUSTEES FOLLOWING RECOMMENDATIONS OF THE EXECUTIVE COMMITTEE. THE REVIEW OF COMPENSATION IS CONDUCTED ANNUALLY BY THE EXECUTIVE COMMITTEE. THE CHAIR OF THE BOARD PRESENTS ANY COMPENSATION DECISION TO THE VICE PRESIDENT OF FINANCE AND ADMINISTRATION. THE REVIEW IS DOCUMENTED IN THE EXECUTIVE COMMITTEE'S MEETING MINUTES AND FILED IN HUMAN RESOURCES. FORM 990, PART VI, SECTION B, LINE 15B REVIEW OF OTHER OFFICER AND KEY EMPLOYEE COMPENSATION: FOR THE REVIEW OF OTHER KEY EMPLOYEES, THE PRESIDENT IS THE SOLE AUTHORITY UTILIZED FOR DECIDING THE COMPENSATION. THE REVIEWS ARE FILED IN THE PERSONNEL FILE IN HUMAN RESOURCES. THE PRESIDENT USES COMPARISON DATA WITH RESEARCH SUPPLIED BY NATIONAL SOURCES AND SUPPLEMENTED BY HUMAN RESOURCES. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS: GOVERNING DOCUMENTS, UNIVERSITY POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AS WELL AS THROUGH VARIOUS PUBLIC ACCESS POINTS SUCH AS THE INTEGRATED POST SECONDARY EDUCATION DATA SYSTEM (IPEDS) AND THE TEXAS WESLEYAN UNIVERSITY WEBSITE. FORM 990 PART I, LINE 1 ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES: (CONT. FROM PAGE 1) WITH PROFESSIONAL AND CAREER PREPARATION. OUR MISSION AT TEXAS WESLEYAN UNIVERSITY IS TO DEVELOP STUDENTS TO THEIR FULL POTENTIAL AS INDIVIDUALS AND AS MEMBERS OF THE WORLD COMMUNITY. THE UNIVERSITY IS COMMITTED TO THE PRINCIPLES THAT EACH STUDENT DESERVES PERSONAL ATTENTION AND THAT ALL MEMBERS OF THE ACADEMIC COMMUNITY MUST HAVE FREEDOM TO PURSUE INDEPENDENT THOUGHT AND TO EXERCISE INTELLECTUAL CURIOSITY. THE UNIVERSITY ACTIVELY SEEKS AND EMPLOYS FACULTY AND STAFF WITH COMMITMENT AND DEDICATION TO TEACHING, INSPIRING, AND SERVING STUDENTS. TEXAS WESLEYAN UNIVERSITY RECOGNIZES ITS RESPONSIBILITY TO THE COMMUNITY BY PROVIDING LEADERSHIP AND TALENT THROUGH PROGRAMS THAT ENABLE ENRICH SOCIETY. THE UNIVERSITY ENDEAVORS TO CREATE A LEARNING ENVIRONMENT WHERE EACH STUDENT IS PROVIDED AN OPPORTUNITY TO PURSUE INDIVIDUAL EXCELLENCE, TO THINK CLEARLY AND CREATIVELY, TO COMMUNICATE EFFECTIVELY, AND TO DEVELOP SPIRITUAL SENSITIVITY, WITH A COMMITMENT TO MORAL DISCRIMINATION AND ACTION, AND WITH A SENSE OF CIVIC RESPONSIBILITY. TEXAS WESLEYAN UNIVERSITY STRIVES TO DEVELOP INFORMED, RESPONSIBLE, AND ARTICULATE CITIZENS. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS: CHANGE IN BENEFICIAL INTEREST IN TRUSTS $162,348 FORM 990, PART III, LINE 2 SIGNIFICANT PROGRAM SERVICES: DURING 2019 TEXAS WESLEYAN ENTERED INTO A CONTRACT WITH THE FORT WORTH INDEPENDENT SCHOOL DISTRICT to form the leadership academy network. Texas Wesleyan school of education will operate and manage Fort worth isd's leadership academies by providing curriculum, instruction, administration and student development. CHARITABLE TRUST (6) TRUST TX NA TRUST CHARITABLE TRUST (1) TRUST IL NA TRUST false false false false false false false false false false false false false false false false false false false