UNIVERSITY OF THE INCARNATE WORD: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: UNIVERSITY OF THE INCARNATE WORD (EIN 74-1109661)
Tax period: 2019-06-01 to 2020-05-31
Filed: 2021-06-14
IRS object ID: 202141659349300429
Schema version: 2019v5.2
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 F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-06-14T11:56:40-05:00	ReturnTs
Tax Period End	2020-05-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	425 HOUSTON ST STE 600	AddressLine1Txt
City	FORT WORTH	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	76102	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-06-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	741109661	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	University Of the Incarnate Word	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% DR DARRELL L HAYDON-UIW	InCareOfNm
Business Name Control	UNIV	BusinessNameControlTxt
Phone	2108296037	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4301 BROADWAY CPO 315	AddressLine1Txt
City	San Antonio	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	782096318	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DARRELL HAYDON	PersonNm
Person Title	CFO/VP Admin Srvcs	PersonTitleTxt
Phone	2108292746	PhoneNum
Signature	2021-06-13	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MELVA SCOTT	PreparerPersonNm
PTIN	P01207335	PTIN
Phone	8173351900	PhoneNum

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Evans Dr Thomas M	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Same as C above	AddressLine1Txt
City	San Antonio	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	782096318	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$338,569,833	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Group Exemption	0928	GroupExemptionNum
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.uiw.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1881	FormationYr
Legal Domicile State	TX	LegalDomicileStateCd
Activity Or Mission	UIW IS COMMITTED TO EDUCATIONAL Excellenc IN A CONTEXT OF FAITH IN JESUS CHRIST, THE INCARNATE WORD of God. it PROMOTES LIFE LONG LEARNING & FOSTERs DEVELOPMENT OF THE WHOle person.	ActivityOrMissionDesc
Voting Members Governing Body	26	VotingMembersGoverningBodyCnt
Voting Members Independent	23	VotingMembersIndependentCnt
Total Employee	3161	TotalEmployeeCnt
Total Volunteers	855	TotalVolunteersCnt
Total Gross UBI	$123,241	TotalGrossUBIAmt
PY Contributions Grants	$13,591,394	PYContributionsGrantsAmt
CY Contributions Grants	$21,244,097	CYContributionsGrantsAmt
PY Program Service Revenue	$226,657,477	PYProgramServiceRevenueAmt
CY Program Service Revenue	$233,610,915	CYProgramServiceRevenueAmt
PY Investment Income	$9,654,964	PYInvestmentIncomeAmt
CY Investment Income	$1,088,826	CYInvestmentIncomeAmt
PY Other Revenue	$5,461,813	PYOtherRevenueAmt
CY Other Revenue	$3,058,232	CYOtherRevenueAmt
PY Total Revenue	$255,365,648	PYTotalRevenueAmt
CY Total Revenue	$259,002,070	CYTotalRevenueAmt
PY Grants And Similar Paid	$68,916,076	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$76,515,867	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$106,488,524	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$109,190,740	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,501,876	CYTotalFundraisingExpenseAmt
PY Other Expenses	$70,107,439	PYOtherExpensesAmt
CY Other Expenses	$68,104,623	CYOtherExpensesAmt
PY Total Expenses	$245,512,039	PYTotalExpensesAmt
CY Total Expenses	$253,811,230	CYTotalExpensesAmt
PY Revenues Less Expenses	$9,853,609	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$5,190,840	CYRevenuesLessExpensesAmt
Total Assets BOY	$454,307,832	TotalAssetsBOYAmt
Total Assets EOY	$487,005,002	TotalAssetsEOYAmt
Total Liabilities BOY	$148,259,081	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$167,173,927	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$306,048,751	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$319,831,075	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE UNIVERSITY IS COMMITTED TO EDUCATIONAL EXCELLENCE IN A CONTEXT OF FAITH IN JESUS CHRIST, THE INCARNATE WORD OF GOD. THUS, THROUGH A LIBERAL EDUCATION, THE UNIVERSITY CULTIVATES THE DEVELOPMENT OF THE WHOLE PERSON AND VALUES OF LIFE-LONG LEARNING. TO THAT END, FACULTY AND STUDENTS SUPPORT EACH OTHER IN THE SEARCH FOR AND COMMUNICATION OF TRUTH, THOUGHTFUL INNOVATION, CARE OF THE ENVIRONMENT, COMMUNITY SERVICE, AND SOCIAL JUSTICE. THE UNIVERSITY OF THE INCARNATE WORD IS A CATHOLIC INSTITUTION THAT WELCOMES TO ITS COMMUNITY PERSONS OF DIVERSE BACKGROUNDS, IN THE BELIEF THAT THEIR RESPECTFUL INTERACTION ADVANCES THE DISCOVERY OF TRUTH, MUTUAL UNDERSTANDING, SELF-REALIZATION, AND THE COMMON GOOD.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$91,163,335	ExpenseAmt
Revenue	$217,659,668	RevenueAmt
Desc	Higher education: Instruction: Services undergraduate and graduate students in San Antonio and South Texas and related academic support, research and public service.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$76,515,867	ExpenseAmt
Grant	$76,515,867	GrantAmt
Desc	Higher education: Scholarships and fellowships: financial aid for students.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$22,874,773	ExpenseAmt
Revenue	$6,524,759	RevenueAmt
Desc	Higher education: Student Services: Enrollment services, registrar, athletics, health services and counseling.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

DescDesc	ExpenseExpenseAmt	RevenueRevenueAmt
Higher education: auxiliary enterprises:
Dorm and food service costs - UIW students	$10,738,426	$12,000,696

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$10,738,426	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$12,000,696	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$201,292,401	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	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	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	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	false	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
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	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	Yes (true)	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	false	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	300	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	3161	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
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	Yes (true)	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	26	GoverningBodyVotingMembersCnt
Independent Voting Member	23	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	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	false	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

Field	Value	IRS element (for citing)
Person	DR DARRELL L HAYDON-UIW	PersonNm
Phone	2108296004	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4301 BROADWAY CPO 319	AddressLine1Txt
City	SAN ANTONIO	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78209	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Agnese Jr Dr Louis
Fmr Trustee/President Emeritus	0.0	0.0	Yes (X)	$860,004	$0	$860,004
Evans Dr Thomas M
Trustee/Pres/CEO/Ex Officio	38.65	1.35		$874,343	$0	$58,864	Yes (X)	Yes (X)
Endsley Douglas B
VP Business and Finance	35.5	4.5		$379,988	$0	$44,110			Yes (X)
Phillips-Madson Dr Robyn L
Founding Dean	39.75	0.25		$352,813	$0	$27,828				Yes (X)
Escamilla Cynthia
VP Legal Aff/General Counsel	40.0	0.0		$317,433	$0	$29,062			Yes (X)
Porter Dr Cyndi
VP for Enrollment Services	40.0	0.0		$273,658	$0	$31,268			Yes (X)
Jedynak-Bell Dr Corinne E
Assoc Dean/Med Dir(til 1/2020)	39.9	0.1		$273,145	$0	$25,815				Yes (X)
Fragoso Marcos
VP International Affairs	29.9	10.1		$254,662	$0	$32,613			Yes (X)
Jurenovich Dr David
Senior Philanthropic Advisor	39.75	0.25		$230,703	$0	$53,614			Yes (X)
Bazley Lisa M Until 22020
VP, Information Resources/CIO	40.0	0.0		$252,074	$0	$26,237			Yes (X)
Sanderlin Brent
Assoc. Dean, Clinical Affairs	40.0	0.0		$238,966	$0	$36,681				Yes (X)
Wingert Dr Timothy
Dean, School of Optometry	40.0	0.0		$253,586	$0	$21,816				Yes (X)
Helfrich Blandine
Asst Dean, Faculty Affairs	40.0	0.0		$231,185	$0	$18,759				Yes (X)
Gallegos Chris
VP, Dev & Univ Relations	40.0	0.0		$207,491	$0	$21,943			Yes (X)
Aranda-Naranjo Barbara
Interim Provost (from 6/2019)	40.0	0.0		$192,986	$0	$15,055			Yes (X)
Nadeau Dr Julie W
Faculty Senate/Ex Officio	40.0	0.0		$99,016	$0	$8,557	Yes (X)
Beckendorf J Scott
Trustee/Treasurer	1.5	0.0		$0	$0	$0	Yes (X)	Yes (X)
Belz Michael
Trustee	1.0	0.0		$0	$0	$0	Yes (X)
Clarke Sr Brigid Marie
Trustee (Until 12/2019)	1.0	0.0		$0	$0	$0	Yes (X)
Curiel Sr Martha Estela Perez
Trustee	1.0	0.0		$0	$0	$0	Yes (X)
Dulle Catherine
Trustee	1.0	0.0		$0	$0	$0	Yes (X)
Feik Jr John W
Trustee	1.0	0.0		$0	$0	$0	Yes (X)
Herron Winell
Trustee (Until 12/2019)	1.0	0.0		$0	$0	$0	Yes (X)
Hinojosa Ricardo
Trustee	1.0	0.0		$0	$0	$0	Yes (X)
Joeris Gary
Trustee	1.0	0.0		$0	$0	$0	Yes (X)
Kudla Nancy
Trustee (Until 12/2019)	1.0	0.0		$0	$0	$0	Yes (X)
Lewis III Jack
Trustee/Chairman(from 12/2019)	2.0	0.0		$0	$0	$0	Yes (X)	Yes (X)
Lutz III Charles D
Trustee/Chairman (until 12/19)	2.0	0.0		$0	$0	$0	Yes (X)	Yes (X)
Martinez Sr Maricela Aguilar
Trustee	1.0	0.0		$0	$0	$0	Yes (X)
Maya Sr Teresa Yolanda
Trustee/Secretary/EX Officio	1.5	0.0		$0	$0	$0	Yes (X)	Yes (X)
Pape Susan
Trustee	1.0	0.0		$0	$0	$0	Yes (X)
Rosenthal Bobby
Trustee	1.0	0.0		$0	$0	$0	Yes (X)
Snyder Sr Margaret
Trustee	1.0	0.0		$0	$0	$0	Yes (X)
Tarango Sr Yolanda
Trustee (Until 12/2019)	1.0	0.0		$0	$0	$0	Yes (X)
Goudge Suzanne From 032020
Trustee/Vice Chairman	1.5	0.0		$0	$0	$0	Yes (X)	Yes (X)
Holt Peter John
Trustee	1.0	0.0		$0	$0	$0	Yes (X)
McGrath Sr Theresa
Trustee	1.0	0.0		$0	$0	$0	Yes (X)
Padron Martin
UIW Alumni Assc Pres/Ex Off	1.0	0.0		$0	$0	$0	Yes (X)
Rasco Todd Burton
Trustee	1.0	0.0		$0	$0	$0	Yes (X)
Rodriguez Sr Leticia DeJesus
Trustee	1.0	0.0		$0	$0	$0	Yes (X)
Sadau Ernie
Trustee	1.0	0.0		$0	$0	$0	Yes (X)
Soriano Andrea Del Valle
SGA President/Ex Officio	1.0	0.0		$0	$0	$0	Yes (X)
Stanley Sr Teresa
Trustee	1.0	0.0		$0	$0	$0	Yes (X)
Taylor Ivy
Trustee	1.0	0.0		$0	$0	$0	Yes (X)
Wells Dr Kenneth D
Trustee	1.0	0.0		$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$5,292,053	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,312,226	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	221	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Sodexo Inc Affiliates
4301 Broadway St	SAN ANTONIO	TX	782096318	Food service	$7,550,943
Aramark Facility Services
USAA BLDG C-S-W	SAN ANTONIO	TX	782880001	Custodial Services	$2,471,689
EAB
2445 M St NW	WASHINGTON	DC	200371435	Marketing	$1,840,055
Allied Universal Security Services
3606 horizon dr	KING OF PRUSSIA	PA	194064701	security services	$1,077,080
group building maintenance inc
4285 gatecrest	SAN ANTONIO	TX	782174807	maintenance	$893,709

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	37	CntrctRcvdGreaterThan100KCnt
Membership Dues	$67,177	MembershipDuesAmt
Fundraising	$30,742	FundraisingAmt
Government Grants	$10,082,523	GovernmentGrantsAmt
All Other Contributions	$11,063,655	AllOtherContributionsAmt
Noncash Contributions	$227,161	NoncashContributionsAmt
Total Contributions	$21,244,097	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES	611710	$217,659,668	$217,659,668
HOUSING	611710	$6,804,702	$6,804,702
FOOD SERVICE	611710	$5,195,993	$5,195,993
ATHLETICS REVENUE	611710	$2,299,835	$2,299,835
CLINIC REVENUE	611710	$1,454,304	$1,454,304

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$196,413	TotalRevenueColumnAmt
Related Or Exempt Func Income	$196,413	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$233,610,915	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,153,929	TotalRevenueColumnAmt
Unrelated Business Revenue	$69,103	UnrelatedBusinessRevenueAmt
Exclusion	$4,084,826	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$878,301	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$410,322	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$467,979	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$467,979	TotalRevenueColumnAmt
Unrelated Business Revenue	$61,303	UnrelatedBusinessRevenueAmt
Exclusion	$406,676	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$38,148,568	SecuritiesAmt
Other	$37,930,000	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$37,382,537	SecuritiesAmt
Other	$41,761,134	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$766,031	SecuritiesAmt
Other	-$3,831,134	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$3,065,103	TotalRevenueColumnAmt
Exclusion	-$3,065,103	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$29,815	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$30,742	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$13,770	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$16,045	TotalRevenueColumnAmt
Exclusion	$16,045	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CHARGES PENALTIES AND FEES	611710	$886,562	$886,562
PARKING REVENUE	611710	$498,168	$498,168
AMORTIZED CAPITAL INVESTMENT	611710	$150,000	$150,000

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,039,478	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,046,643	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$7,165	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$2,574,208	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$259,002,070	TotalRevenueColumnAmt
Related Or Exempt Func Income	$236,192,288	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$123,241	UnrelatedBusinessRevenueAmt
Exclusion	$1,442,444	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$76,515,867	TotalAmt
Program Services	$76,515,867	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,930,129	TotalAmt
Program Services	$48,927	ProgramServicesAmt
Management And General	$3,647,387	ManagementAndGeneralAmt
Fundraising	$233,815	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$88,039,985	TotalAmt
Program Services	$72,391,464	ProgramServicesAmt
Management And General	$14,810,923	ManagementAndGeneralAmt
Fundraising	$837,598	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$5,354,126	TotalAmt
Program Services	$4,293,631	ProgramServicesAmt
Management And General	$995,919	ManagementAndGeneralAmt
Fundraising	$64,576	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$5,247,328	TotalAmt
Program Services	$3,731,204	ProgramServicesAmt
Management And General	$1,454,355	ManagementAndGeneralAmt
Fundraising	$61,769	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$6,619,172	TotalAmt
Program Services	$5,499,788	ProgramServicesAmt
Management And General	$1,044,423	ManagementAndGeneralAmt
Fundraising	$74,961	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$11,730	TotalAmt
Management And General	$11,730	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$236,638	TotalAmt
Management And General	$236,638	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$432,594	TotalAmt
Management And General	$432,594	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$9,881,360	TotalAmt
Program Services	$3,374,445	ProgramServicesAmt
Management And General	$6,416,395	ManagementAndGeneralAmt
Fundraising	$90,520	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,269,300	TotalAmt
Program Services	$790,043	ProgramServicesAmt
Management And General	$1,479,257	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$15,345,441	TotalAmt
Program Services	$11,524,370	ProgramServicesAmt
Management And General	$3,773,958	ManagementAndGeneralAmt
Fundraising	$47,113	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$8,736,339	TotalAmt
Program Services	$3,890,959	ProgramServicesAmt
Management And General	$4,806,626	ManagementAndGeneralAmt
Fundraising	$38,754	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$7,440,528	TotalAmt
Program Services	$2,061,155	ProgramServicesAmt
Management And General	$5,379,373	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$3,285,462	TotalAmt
Program Services	$2,819,425	ProgramServicesAmt
Management And General	$458,757	ManagementAndGeneralAmt
Fundraising	$7,280	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$464,342	TotalAmt
Program Services	$375,980	ProgramServicesAmt
Management And General	$81,776	ManagementAndGeneralAmt
Fundraising	$6,586	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$3,364,771	TotalAmt
Program Services	$2,523,630	ProgramServicesAmt
Management And General	$841,141	ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$9,090,393	TotalAmt
Program Services	$6,817,795	ProgramServicesAmt
Management And General	$2,272,598	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,311,240	TotalAmt
Program Services	$427,835	ProgramServicesAmt
Management And General	$883,405	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
BAD DEBT EXPENSES	$1,169,070	$5,662	$1,163,408	$0
ENTERTAINMENT	$1,095,693	$770,178	$301,171	$24,344
ROOM AND BOARD WAIVER	$722,933	$833,460	-$110,527	$0
INSTITUTIONAL MEMBERSHIPS	$486,331	$249,330	$237,001	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,760,458	TotalAmt
Program Services	$2,347,253	ProgramServicesAmt
Management And General	$398,645	ManagementAndGeneralAmt
Fundraising	$14,560	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$253,811,230	TotalAmt
Program Services	$201,292,401	ProgramServicesAmt
Management And General	$51,016,953	ManagementAndGeneralAmt
Fundraising	$1,501,876	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	-$635,954	BOYAmt
EOY	-$8,632,701	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$39,613,117	BOYAmt
EOY	$62,730,067	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$3,503,085	BOYAmt
EOY	$7,311,468	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$9,547,259	BOYAmt
EOY	$21,481,065	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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$5,098,630	BOYAmt
EOY	$2,765,379	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$214,123	BOYAmt
EOY	$231,706	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$3,015,175	BOYAmt
EOY	$2,903,900	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$376,106,604	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$91,190,101	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$284,350,186	BOYAmt
EOY	$284,916,503	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$92,396,003	BOYAmt
EOY	$96,753,571	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$16,877,493	BOYAmt
EOY	$14,491,095	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$328,715	BOYAmt
EOY	$2,052,949	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$454,307,832	BOYAmt
EOY	$487,005,002	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$14,870,799	BOYAmt
EOY	$15,648,992	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$2,280,069	BOYAmt
EOY	$2,287,181	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$17,821,648	BOYAmt
EOY	$17,866,622	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$86,645,459	BOYAmt
EOY	$76,256,973	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$15,583,567	BOYAmt
EOY	$45,867,156	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$11,057,539	BOYAmt
EOY	$9,247,003	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$148,259,081	BOYAmt
EOY	$167,173,927	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	$256,746,846	BOYAmt
EOY	$256,542,199	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$49,301,905	BOYAmt
EOY	$63,288,876	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$306,048,751	BOYAmt
EOY	$319,831,075	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$454,307,832	BOYAmt
EOY	$487,005,002	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$5,190,840	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$918,924	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$7,672,560	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

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

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd
Solicited Assets Sale	Yes (true)	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$143,137,804	BeginningYearBalanceAmt
Contributions	$6,562,176	ContributionsAmt
Investment Earnings Or Losses	$6,175,594	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,798,528	GrantsOrScholarshipsAmt
Other Expenditures	$3,405,986	OtherExpendituresAmt
Administrative Expenses	$322,672	AdministrativeExpensesAmt
End Year Balance	$148,348,388	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$142,511,455	BeginningYearBalanceAmt
Contributions	$4,621,924	ContributionsAmt
Investment Earnings Or Losses	$340,306	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$753,000	GrantsOrScholarshipsAmt
Other Expenditures	$3,280,185	OtherExpendituresAmt
Administrative Expenses	$302,696	AdministrativeExpensesAmt
End Year Balance	$143,137,804	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$132,027,126	BeginningYearBalanceAmt
Contributions	$2,718,173	ContributionsAmt
Investment Earnings Or Losses	$11,217,911	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$599,857	GrantsOrScholarshipsAmt
Other Expenditures	$2,579,873	OtherExpendituresAmt
Administrative Expenses	$272,025	AdministrativeExpensesAmt
End Year Balance	$142,511,455	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$124,113,647	BeginningYearBalanceAmt
Contributions	$797,269	ContributionsAmt
Investment Earnings Or Losses	$13,336,336	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$679,987	GrantsOrScholarshipsAmt
Other Expenditures	$5,284,093	OtherExpendituresAmt
Administrative Expenses	$256,046	AdministrativeExpensesAmt
End Year Balance	$132,027,126	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$125,274,815	BeginningYearBalanceAmt
Contributions	$1,830,996	ContributionsAmt
Investment Earnings Or Losses	-$1,766,000	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$664,837	GrantsOrScholarshipsAmt
Other Expenditures	$272,847	OtherExpendituresAmt
Administrative Expenses	$288,480	AdministrativeExpensesAmt
End Year Balance	$124,113,647	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.65720	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.18220	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.16060	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (true)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$43,200,802	OtherCostOrOtherBasisAmt
Book Value	$43,200,802	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$286,821,343	OtherCostOrOtherBasisAmt
Depreciation	$59,286,260	DepreciationAmt
Book Value	$227,535,083	BookValueAmt

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovementsGrp

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$31,094,058	OtherCostOrOtherBasisAmt
Depreciation	$24,824,474	DepreciationAmt
Book Value	$6,269,584	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$14,990,401	OtherCostOrOtherBasisAmt
Depreciation	$7,079,367	DepreciationAmt
Book Value	$7,911,034	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$284,916,503	TotalBookValueLandBuildingsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
CAPITAL LEASE	$6,192,369
DEPOSITS	$1,348,029
DUE TO TIGMER	$1,201,235
AMOUNTS HELD ON BEHALF OF OTHERS	$442,706
DUE TO IWEF	$62,166
ANNUITIES PAYABLE	$498

Field	Value	IRS element (for citing)
Total Liability	$9,247,003	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part III, Line 1a	The University's works of art, historical treasures, and artifacts are protected and preserved for education, research, and public service. They are neither disposed of for financial gain nor encumbered in any manner. Accordingly, such collections are not recorded for financial statement purposes.
Schedule D, Part III, Line 4	Artwork, Antiques, and Historical Treasures support a liberal arts education and promote lifelong learning and the development of the whole person.
Schedule D, Part V, Line 4	The purpose of the endowment funds of the university is to utilize them for instruction, scholarships, and operating expenses.
Schedule D, Part X, Line 2	UIW Consolidated Financial Statements - ASC740 Footnote The University of the Incarnate Word, Incarnate Word Education Foundation, UIW International, Texas Institute for Graduate Medical Education and Research, and St. Anthony Catholic High School are domestic corporations that are exempt from federal income tax under Section 501(a) as organizations described in Section 501(c)(3) of the Internal Revenue Code (the Code). These entities are not private foundations. This exemption does not apply to unrelated business income (UBI), as defined by Section 512(a)(1) of the Code, which is subject to federal income tax. The University had no material tax liability resulting from such UBI in 2020 or 2019. Universidad Liceo Cervantino is a Mexican non-profit corporation acquired by UIW International on June 4, 2015. U.S. GAAP requires management to evaluate uncertain tax positions taken by the University. The financial statement effects of a tax position are recognized when the position is more likely than not, based on the technical merits, to be sustained upon examination by the Internal Revenue Service (IRS) or Treasury. Management has analyzed the tax positions taken by the University and has concluded that as of May 31, 2020, there are no uncertain positions taken or expected to be taken. The University has recognized no interest or penalties related to uncertain tax positions. The university is subject to routine audits by taxing jurisdictions.

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
Part I, Line 3	The University of the Incarnate Word has publicized its racially nondiscriminatory policy toward students via promotional activities on TV, magazines, newspapers, and billboards.
Part I, Line 6a	The University receives federal and state grant funds for financial assistance for students and other educational purposes.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (30 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	Program Services	Research Trip	$1,025
Central America and the Caribbean	Program Services	Student Recruitment	$1,893
Central America and the Caribbean	Program Services	Athletics	$510
East Asia and the Pacific	Program Services	Study Abroad	$83,806
East Asia and the Pacific	Program Services	Conference	$5,167
East Asia and the Pacific	Program Services	Int'l Initiatives	$24,106
East Asia and the Pacific	Program Services	Student Recruitment	$7,369
Europe (Including Iceland and Greenland)	Program Services	Study Abroad	$73,535
Europe (Including Iceland and Greenland)	Program Services	Board Meeting	$7,174
Europe (Including Iceland and Greenland)	Program Services	Conference	$6,832
Europe (Including Iceland and Greenland)	Program Services	Int'l Initiatives	$8,650
Europe (Including Iceland and Greenland)	Program Services	Research Trip	$5,169
Europe (Including Iceland and Greenland)	Program Services	Student Recruitment	$2,919
Europe (Including Iceland and Greenland)	Program Services	Pandemic Emerg Evac	$10,782
Middle East and North Africa	Program Services	Online Teaching	$24,837
Middle East and North Africa	Program Services	Student Recruitment	$5,028
North America	Program Services	Study Abroad	$21,022
North America	Program Services	Board Meeting	$6,125
North America	Program Services	Conference	$6,188
North America	Program Services	Int'l Initiatives	$43,172
North America	Program Services	Mission Trip	$28,617
North America	Program Services	Online Teaching	$6,221
North America	Program Services	Student Recruitment	$3,171
North America	Program Services	Athletics	$1,978
South America	Program Services	Int'l Initiatives	$4,163
South America	Program Services	Mission Trip	$7,346
South America	Program Services	Student Recruitment	$2,943
South America	Program Services	Pandemic Emerg Evac	$1,143
South Asia	Program Services	Int'l Initiatives	$1,138
South Asia	Program Services	Student Recruitment	$16,902

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$289,824	SubtotalSpentAmt
Continuation Spent	$129,107	ContinuationSpentAmt
Total Spent	$418,931	TotalSpentAmt
Transfer To Foreign Corp	false	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	false	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	false	ForeignPartnershipInd
Boycott Countries	Yes (true)	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I, Line 3, Column (f)	FormAndLineReferenceDesc
Explanation	Accrual method of Accounting.	ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Golf Fundraiser	Event1Nm
Gross Receipts Event1	$24,679	GrossReceiptsEvent1Amt
Charitable Contri Event1	$13,390	CharitableContriEvent1Amt
Gross Revenue Event1	$11,289	GrossRevenueEvent1Amt
Other Direct Expenses Event1	$736	OtherDirectExpensesEvent1Amt
Event2	Trap and Skeet	Event2Nm
Gross Receipts Event2	$22,679	GrossReceiptsEvent2Amt
Charitable Contri Event2	$7,637	CharitableContriEvent2Amt
Gross Revenue Event2	$15,042	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$6,699	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$495	FoodAndBeverageEvent2Amt
Other Direct Expenses Event2	$2,365	OtherDirectExpensesEvent2Amt
Other Events Total	1	OtherEventsTotalCnt
Gross Receipts Other Events	$13,199	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$9,715	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$3,484	GrossRevenueOtherEventsAmt
Food And Beverage Other Events	$830	FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events	$2,645	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$60,557	GrossReceiptsTotalAmt
Charitable Contributions Tot	$30,742	CharitableContributionsTotAmt
Gross Revenue Total Events	$29,815	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$6,699	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$1,325	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$5,746	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$13,770	DirectExpenseSummaryEventsAmt
Net Income Summary	$16,045	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
Faculty/Staff Dependent Waivers	270	$4,517,456
Scholarships, Grants, and Discounts	6104	$71,998,411

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2	FormAndLineReferenceDesc
Explanation	The University of the Incarnate Word determines whether an individual qualifies for scholarships or grants by an application process that does not discriminate.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	Yes (X)	TravelForCompanionsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (true)	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 (15 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
Evans Dr Thomas M
Trustee/Pres/CEO/Ex Officio	$620,683	$0	$100,000	$0	$153,660	$0	$19,600	$0	$39,264	$0	$933,207	$0	$0	$0
Endsley Douglas B
VP Business and Finance	$325,788	$0	$0	$0	$54,200	$0	$19,600	$0	$24,510	$0	$424,098	$0	$0	$0
Escamilla Cynthia
VP Legal Aff/General Counsel	$259,233	$0	$4,000	$0	$54,200	$0	$19,600	$0	$9,462	$0	$346,495	$0	$0	$0
Porter Dr Cyndi
VP for Enrollment Services	$249,090	$0	$4,000	$0	$20,568	$0	$19,334	$0	$11,934	$0	$304,926	$0	$0	$0
Bazley Lisa M Until 22020
VP, Information Resources/CIO	$202,454	$0	$4,000	$0	$45,620	$0	$17,606	$0	$8,631	$0	$278,311	$0	$0	$0
Fragoso Marcos
VP International Affairs	$223,041	$0	$10,000	$0	$21,621	$0	$17,806	$0	$14,807	$0	$287,275	$0	$0	$0
Jurenovich Dr David
Senior Philanthropic Advisor	$194,292	$0	$4,000	$0	$32,411	$0	$16,917	$0	$36,697	$0	$284,317	$0	$0	$0
Phillips-Madson Dr Robyn L
Founding Dean	$326,013	$0	$0	$0	$26,800	$0	$19,600	$0	$8,228	$0	$380,641	$0	$0	$0
Jedynak-Bell Dr Corinne E
Assoc Dean/Med Dir(til 1/2020)	$258,032	$0	$0	$0	$15,113	$0	$19,100	$0	$6,715	$0	$298,960	$0	$0	$0
Wingert Dr Timothy
Dean, School of Optometry	$227,638	$0	$0	$0	$25,948	$0	$17,557	$0	$4,259	$0	$275,402	$0	$0	$0
Agnese Jr Dr Louis
Fmr Trustee/President Emeritus	$0	$0	$0	$0	$860,004	$0	$860,004	$0	$0	$0	$1,720,008	$0	$860,004	$0
Sanderlin Brent
Assoc. Dean, Clinical Affairs	$229,578	$0	$0	$0	$9,388	$0	$17,704	$0	$18,977	$0	$275,647	$0	$0	$0
Helfrich Blandine
Asst Dean, Faculty Affairs	$224,278	$0	$0	$0	$6,907	$0	$16,117	$0	$2,642	$0	$249,944	$0	$0	$0
Aranda-Naranjo Barbara
Interim Provost (from 6/2019)	$181,594	$0	$4,000	$0	$7,392	$0	$13,050	$0	$2,005	$0	$208,041	$0	$0	$0
Gallegos Chris
VP, Dev & Univ Relations	$174,504	$0	$4,000	$0	$28,987	$0	$14,528	$0	$7,415	$0	$229,434	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1a	A monthly housing allowance totaling $75,000 per year is provided to Dr. Thomas M. Evans, president. Dues of $4,115 were paid to private dining clubs during 2019 for the president of the university to conduct business. $1,610 was paid for the president's spouse/dependents to accompany him on travel during the year. These benefits were included as taxable compensation on his form W-2.
Schedule J, Part I, Line 4a	Severance Payment Dr. Louis J. Agnese, Jr., the former president of UIW, retired on December 31, 2016, after 31 years of service. As part of his retirement package, he was named President Emeritus. He received a severance payment of $860,004 during the year.
Schedule J, Part II	Sister Kathleen Coughlin, Senior Advisor to the President for Special Gifts and Sponsored Ministries, is not listed as a key employee on Part VII or Schedule J Part II since there are no taxable wages reported on form w-2 for her. Her compensation is paid directly to the religious congregation and not to her individually since she took a vow of poverty. However, for informational purposes, compensation paid from the organization on her behalf was $285,742, and she received non-taxable insurance benefits of $9,000.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
Olmos Park Texas (see Part VI)
A	521830729	681139AV3	2012-11-28	$75,716,935	see Part VI	false	false	false
City of San Antonio (see Part VI)
B	521351505		2016-10-01	$30,000,000	see Part VI	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$22,285,000	$0	$75,718,247	$0	$0	$0	$802,542	$0	$0	$29,679,439	$45,236,266	$0	2014	Yes (true)	false	Yes (true)	Yes (true)
B	$1,360,000	$0	$30,000,000	$0	$0	$0	$191,868	$0	$0	$29,808,132	$0	$0	2016	false	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	Yes (true)	Yes (true)	false	false	0	false	false	false	Yes (true)
B	false	Yes (true)	Yes (true)	false	false	0	false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
A	false	false	false	Yes (true)	false	false	false	0	false	Yes (true)
0
B	false	false	Yes (true)	false	Yes (true)	false	false	0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part I, Line A and B Col (a) - Bond Issuer Name	Line A - The full name of the issuer for the Series 2012 bonds is Olmos Park, Texas (City of) Higher Education Facilities Corporation. Line B - The full name of the issuer for the Series 2016 direct loan is The City of San Antonio, Texas Education Facilities Corporation.
Part I, Line A and B Col(f) - Description of purpose for bond issues	Line A - The series 2012 bonds were issued for the purpose of financing the acquisition, construction, reconstruction, renovation, installation, improvement, and expansion of certain educational and housing facilities, as well as for refunding the series 2007 and 2008 bonds in the entirety which were issued on 05/02/2007 and 05/01/2008, respectively. Line b The series 2016 direct loan was issued to renovate and equip existing buildings and construct and equip new buildings for a new medical school to be located at brooks city base in san Antonio, Texas, and to construct and equip a new student engagement center at the University's main campus in order to replace its current student center facility.
Part II, Proceeds	For the series 2012 bonds, investment earnings of $1,312 account for the difference between the issue price reported on part I, Line A. Column (E) and total proceeds reported part II, Line 3, Column A.
Part III, Line 9 - Post issuance written procedures	the university's finance department closely monitors and controls sale agreements, leases, and other contracts that may arise in private business use of facilities and property financed with tax-exempt bonds, as well as carefully selecting funding sources for construction and purchase of facilities taking into consideration their future use for activities that could potentially result in private business use. The University has identified appropriate procedures to ensure that its bonds remain in compliance with federal tax law.
Part IV, Line 2c - No rebate due	The rebate computation was performed on May 31, 2020. No rebate was due.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	Belz Michael	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	Trustee	RelationshipDescriptionTxt
Transaction	$288,690	TransactionAmt
Transaction	life insurance	TransactionDesc
Sharing Of Revenues	false	SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	4	ContributionCnt
Noncash Contributions Rpt F990	$2,050	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Fair market value	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$40	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Fair market value	MethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$30,822	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Fair market value	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	3	ContributionCnt
Noncash Contributions Rpt F990	$46,065	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Fair market value	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp

Collectibles CollectiblesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$594	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Fair market value	MethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	8	ContributionCnt
Noncash Contributions Rpt F990	$850	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Fair market value	MethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	3	ContributionCnt
Noncash Contributions Rpt F990	$55,744	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Fair market value	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	Sports and entertainment	58	$44,651	Fair market value
Yes (X)	Soccer room renovation	1	$20,748	Fair market value
Yes (X)	GIFT CERTIFICATES	62	$19,588	Fair market value
Yes (X)	HOTEL STAYS	9	$6,009	Fair market value

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule M, Part I, Column (b)	FormAndLineReferenceDesc
Explanation	The University is reporting the number of contributions in Column (b).	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part V, Line 2a	All employees of Incarnate Word High School (EIN #74-2864481) and St. Anthony Catholic High School (EIN #20-0234338), related organizations, are paid by the University of the Incarnate word. The University issues all form W-2's under its taxpayer identification number. Salaries are allocated back to both high schools for employees who are assigned there.
Form 990, Part VI, Section A, Line 6	The Sole Member of the Corporation is and shall be the Congregation of the Sisters of Charity of the Incarnate Word of San Antonio, Texas.
Form 990, Part VI, Section A, Line 7a	Final confirmation of the appointment of Trustees comprising the Board shall be approved by the Corporate Member.
Form 990, Part VI, Section A, Line 7b	The following decisions are subject to approval: a. any amendment or restatement of the Articles of Incorporation or Bylaws of this Corporation, or of any subsidiary Corporation; b. the merger, consolidation, or dissolution of the Corporation, or of any subsidiary Corporation; c. any sale of all or substantially all of any property or asset of the Corporation, or of any subsidiary whether incorporated or not, when the amount involved is in excess of $5,000,000; d. any sale, mortgage or pledge of any real property of the Corporation, or of any subsidiary whether incorporated or not, when the amount involved is in excess of $5,000,000; e. the appointment or removal from office of the President of the University after the formal recommendation from the Board of Trustees; f. any change of direction from the mission and philosophy of the University as established by the Board of Trustees; g. the final confirmation and appointment of any Trustees comprising the Board, the final confirmation of the removal of Trustees, and the final confirmation of any change in the number of Trustees comprising the Board; h. the appointment or removal of the Chairperson of the Board; and i. the creation of any subsidiary corporations.
Form 990, Part VI, Section B, Line 11b	The Associate Vice President for Business & Finance and Comptroller performs a detailed review of the draft of the Form 990 including supporting documentation. The final Form 990 is distributed Electronically to the President, Vice President for Business and Finance, and Board of Trustees with the opportunity for them to ask questions and provide feedback.
Form 990, Part VI, Section B, Line 12c	Trustees of the university are required to complete and sign a conflict of interest policy on an annual basis. It is the continuing responsibility of the board members, executives, and officers to scrutinize their transactions and outside business interests and relationships for potential conflicts and to immediately make such disclosures to the board of trustees. The interested person shall leave the board meeting while the financial interest is discussed and voted upon. The remaining board members or committee shall decide if a conflict of interest exists. Affected board members abstain from voting when there is a conflict of interest.
Form 990, Part VI, Section B, Line 15	The Executive committee of the board of trustees establishes compensation for the president and other executives based on an annual review. The committee reviews the data from the annual compensation study conducted by the College and University Professional Association for Human Resources (CUPA) for private universities in our budget range when determining executive compensation increases. The committee also periodically reviews CEO salaries at other private universities in Texas. Furthermore, the committee considers tenure, performance, and overall experience to ensure that compensation packages remain at a competitive level.
Form 990, Part VI, Section C, Line 19	Documents are available to the general public upon request.
Form 990, Part XI, Line 9	OTHER CHANGES IN NET ASSETS $10,453,550 Transfer from Incarnate Word Education Foundation ($2,721,784) TRANSFER TO St. Anthony Catholic High School ($59,206) TRANSFER TO Texas Institute For Graduate Medical Education & Research ----------- $7,672,560 TOTAL OTHER CHANGES IN NET ASSETS ===========
Form 990, Schedule B	The University has included the gross amount of pledges (unconditional promises to give) received during the fiscal year on schedule b in order to report on the full accrual basis. Pledges included in contributions on Part VIII are reported net of a general allowance for uncollectible pledges (based on historical collections) and a present value discount using a 2% discount rate. It is not administratively feasible to calculate the allowance for uncollectible pledges and the present value discount for individual pledges since they are calculated at a summary level for financial statement purposes. The total allowance for uncollectible pledges and present value discount for outstanding pledges at May 31, 2020 was $446,434 and $194,303, respectively.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
St Anthony Catholic High School
3200 McCullough Ave	San Antonio	TX	78212	200234338	Secondary Ed.	TX	501(c)(3)	2	UIW	Yes (true)
Incarnate Word Education Foundation
4301 Broadway CPO 315	San Antonio	TX	78209	271891305	Support Org.	TX	501(c)(3)	12A-TYPE I	UIW	Yes (true)
UIW International Inc
4301 Broadway CPO 315	San Antonio	TX	78209	743012580	Support Org.	TX	501(c)(3)	12A-Type I	UIW	Yes (true)
Universidad Liceo Cervantino
					Education		501(C)(3)	2	UIW Int'l	false	Carretera Panamericana 6553	Irapuato	MX	MX
Texas Institute for Graduate Medical Ed
4301 Broadway CPO 315	San Antonio	TX	78209	811424767	Support Org.	TX	501(c)(3)	7	UIW	Yes (true)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (true)	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	Yes (true)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	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

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Texas Institute for Graduate Medical Ed
c	$539,867	cash
UIW International Inc
d	$12,961,091	Cash
UIW International Inc
d	$900,000	Cash
St Anthony Catholic High School
d	$1,990,000	Cash
St anthony Catholic High School
k	$135,000	Cash

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule R, Part VII	FormAndLineReferenceDesc
Explanation	UIW International Inc. (UIW Int'l), a Texas nonprofit corporation and related organization, acquired Universidad Liceo Cervantino (ULC), a Mexican nonprofit corporation that operates middle school, high school and university campuses in Irapuato, Mexico on June 4, 2015. UIW Int'l is a 99% member of ULC. UIW Int'l entered into this agreement to further the University of the Incarnate Word's mission of providing a faith-based education.	ExplanationTxt