2019-04-15T17:56:21-05:00 2018-05-31 ERNST & YOUNG US LLP 425 HOUSTON STREET SUITE 600 FORT WORTH TX 76102 990 2017-06-01 741109661 University Of the Incarnate Word % EDITH T COGDELL-UIW UNIV 2108296037 4301 Broadway San Antonio TX 782096318 EDITH T COGDELL Assoc Vice President 2108296037 2019-04-15 true MELVA SCOTT P01207335 8173351900 70.162.82.4 35057220191055000042 2019-04-15 P F6A8D0ADD63AA590D450FCE9ED58B95F0D83EE34 E94FFBFEF556666C2017410EF3F1708D338ADEDF 2017 2019-02-21 02:37:17Z Evans Dr Thomas M 4301 BROADWAY San Antonio TX 782096318 271548066 false 0928 X www.uiw.edu X 1881 TX UIW IS COMMITED TO EDUCATIONAL EXCELLENCE IN A CONTEXT OF FAITH IN JESUS CHRIST, THE INCARNATE WORD OF GOD. IT PROMOTES LIFE LONG LEARNING & FOSTERS DEVELOPMENT OF THE WHOLE PERSON. 31 24 3145 930 -25281 -24436 8182559 12818212 224115642 223299249 5682709 6085637 5748304 3066305 243729214 245269403 73175520 70006695 0 0 102123815 103946166 0 0 1689690 68724030 68153276 244023365 242106137 -294151 3163266 456403311 457706922 191103594 151511600 265299717 306195322 X 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. false false 87396410 207228979 Higher education: Instruction: Services undergraduate and graduate students in San Antonio and South Texas and related academic support, research and public service. 70006695 70006695 Higher education: Scholarships and fellowships: financial aid for students. 20873927 6223209 Higher education: Student Services: Enrollment services, registrar, athletics, health services and counseling. Higher education: auxiliary enterprises: 10515902 12941473 Dorm and food service costs serve UIW students 10515902 12941473 188792934 true true false true false false false true false true true true false false true true false true true true true false false false true false false false true true true false false false false false false false true false true true true false false false true true true false false true X 308 0 true 3145 true true true false false false false true true true false false false X 31 24 false false false false true true true true true false false true true true true false true true true false X EDITH T COGDELL-UIW 2108296037 4301 BROADWAY SAN ANTONIO TX 78209 Evans Dr Thomas M Trus/President/CEO fr 8/2017 37.65 2.35 X X 288507 0 25930 Doyle Dr Denise J DIR/CHAIR/ACTING PRES/CEO 37.4 2.6 X X 197623 0 13131 AMATO CHARLES TRUSTEE until 12/2017 1.0 0.0 X 0 0 0 BECKENDORF J SCOTT trustee and treasurer 1.0 0.0 X X 0 0 0 BELZ MICHAEL TRUSTEE 1.0 0.0 X 0 0 0 BENSON GAYLE TRUSTEE until 12/2017 1.0 0.0 X 0 0 0 Chavez Aaron SGA President/Ex Officio 1.0 0.0 X 0 0 0 Cheever Goudge Suzanne Trustee 1.0 0.0 X 0 0 0 Clarke Sr Brigid Marie Trustee 1.0 0.0 X 0 0 0 Curiel Sr Martha Estela Pere Trustee 1.0 0.0 X 0 0 0 Dulle Catherine Trustee 1.0 0.0 X 0 0 0 Edwards Veronica Trustee 1.0 0.0 X 0 0 0 Feik Jr John W Trustee 1.0 0.0 X 0 0 0 Gold-Williams Paula Trustee 1.0 0.0 X 0 0 0 Henry Gary Trustee/vice chair til 12/2017 1.5 0.5 X X 0 0 0 Henry Sr mary C Trustee 1.0 0.0 X 0 0 0 Herron Winell Trustee 1.0 0.0 X 0 0 0 Hinojosa Ricardo Trustee 1.0 0.0 X 0 0 0 Joeris gary Trustee 1.0 0.0 X 0 0 0 Kudla nancy trustee 1.0 0.0 X 0 0 0 Leos Edward Trustee 1.0 1.0 X 0 0 0 Lewis III Jack Trustee and Vice Chairman 1.5 0.5 X X 0 0 0 Lutz III Charles D Trustee and chairman 2.0 0.5 X X 0 0 0 Martinez Sr Maricela Aguilar Trustee 1.0 0.0 X 0 0 0 Maya Sr Teresa Yolanda Trustee & secretary/EX Officio 1.5 0.5 X X 0 0 0 mcdonald sr rose ann trustee until 12/2017 1.0 0.0 X 0 0 0 miller john k trustee 1.0 0.0 X 0 0 0 pape susan trustee 1.0 0.0 X 0 0 0 peveto john trustee 1.0 0.0 X 0 0 0 rosenthal bobby trustee 1.0 0.0 X 0 0 0 schlosberg iii richard t trustee 1.0 0.0 X 0 0 0 Siller Dr Tina UIW Alumni Assc Pres/EX Offico 40.0 0.0 X 78412 0 9100 Stankus Dr John Trus/Faculty Senate/Ex Officio 40.0 0.0 X 81302 0 17456 Stanley Sr Teresa Trustee 1.0 0.0 X 0 0 0 Snyder Sr Margaret Trustee from 3/2018 1.0 0.0 X 0 0 0 Tarango Sr Yolanda Trustee 1.0 0.0 X 0 0 0 Endsley Douglas B VP for business and finance 33.5 6.5 X 357404 0 45310 Jurenovich Dr David VP campus life & fac. Mgmt 39.75 0.25 X 265078 0 46580 Porter Dr Cyndi vp for enrollment services 40.0 0.0 X 256330 0 30014 light dr kathleen provost 40.0 0.0 X 253513 0 25596 escamilla cynthia vp legal aff/general counsel 40.0 0.0 X 234236 0 27526 bazley Lisa M vp information resources 40.0 0.0 X 221276 0 22700 Fragoso marcos vp international programs 29.9 10.1 X 198010 0 30164 phillips-madson dr robyn l dean school of medicine 39.75 0.25 X 340425 0 26352 jedynak-bell dr corinne e assoc dean and med director 39.9 0.1 X 252953 0 34824 mohr dr thomas j assoc dean for graduate med ed 30.0 10.0 X 253655 0 40800 wingert dr timothy dean school of optometry 40.0 0.0 X 243815 0 19338 Zimmerman Dr Thomas Glenn Assoc Dean Clinical Affairs 40.0 0.0 X 238667 0 31291 Agnese Jr Dr Louis fmr trustee/President Emeritus 0.0 0.0 X 2906583 0 2580012 6667789 0 3026124 190 true true false SODEXO INC AFFILIATES 4301 Broadway St SAN ANTONIO TX 782096318 Food service 5901532 Joeris General Contractors Ltd 823 Arion Pkwy SAN ANTONIO TX 78216 General contractor 4522496 ARAMARK FACILITY SERVICES USAA BLDG C-S-W SAN ANTONIO TX 782880001 CUSTODIAL SERVICEs 2314028 Allied Universal Security services 3606 Horizon Dr KING OF PRUSSIA PA 194064701 Security services 1142977 Group Building Maintenance Inc 4285 Gatecrest SAN ANTONIO TX 782174807 custodial services 835070 36 85697 478349 176 5403082 6850908 218002 12818212 TUITION AND FEES 611710 207228979 207228979 HOUSING 611710 8051237 8051237 FOOD SERVICE 611710 4890236 4890236 ATHLETICS REVENUE 611710 1524998 1524998 OPTOMETRY CLINIC REVENUE 611710 1303288 1303288 300511 300511 223299249 3608224 9428 3598796 0 0 288699 370613 -81914 0 -81914 -22665 -59249 27852177 403431 25685821 92374 2166356 311057 2477413 2477413 195706 478349 129855 65851 65851 0 0 0 0 0 0 CHARGES PENALTIES AND FEES 611710 1007402 1007402 INTERNATIONAL PROGRAMS 611710 569924 569924 PARKING REVENUE 611710 373422 373422 1131620 1143664 -12044 3082368 245269403 226393661 -25281 6082811 0 70006695 70006695 0 0 3314694 44852 3001713 268129 0 82262513 67303513 14085595 873405 5031056 3949078 1020915 61063 6707807 4186554 2444876 76377 6630096 5435162 1131279 63655 42374 42374 83212 83212 647671 647671 60240 60240 0 0 8224678 2986916 5163453 74309 2595399 994697 1600702 18265305 11401712 6805054 58539 7014016 2864845 4140355 8816 0 6917550 2149937 4767613 4290088 3525542 747043 17503 0 484754 384032 93382 7340 3191146 2393407 797739 0 8599353 6449515 2149838 1192790 340401 852389 ENTERTAINMENT 1275952 913240 346560 16152 BAD DEBT 1272763 -31340 1304103 EAP COURSE MATERIAL 1059887 1058936 951 ROOM AND BOARD 754258 754258 2181840 1680982 336456 164402 242106137 188792934 51623513 1689690 9384191 -6655403 35363477 37670010 1768613 2508390 12966367 12610336 0 0 0 0 5033077 5584967 200032 281798 2635238 3092864 368507181 79465785 285715765 289041396 80816186 89727674 22136422 23516175 0 0 0 0 383943 328715 456403311 457706922 19745402 14867688 2549181 2435168 10920289 15666469 96886876 90580857 0 0 0 0 0 0 46298715 15471284 14703131 12490134 191103594 151511600 X 226104991 261336063 21799030 24831346 17395696 20027913 265299717 306195322 456403311 457706922 X 3163266 5362005 32370334 X false true X true true true X false false false false false false false false true 60240 60240 false Lobbying activities SCHEDULE C, PART ii-B, LINE 1i - The University engaged a lobbying organization to assist in obtaining federal funding for various university projects. X X X X true 132027126 2718173 11217911 599857 2579873 272025 142511455 124113647 797269 13336336 679987 5284093 256046 132027126 125274815 1830996 -1766000 664837 272847 288480 124113647 120474604 1455292 4738912 604705 325214 464074 125274815 110294205 2321761 9098939 518194 277268 444839 120474604 0.72490 0.13620 0.13890 true false 19064986 19064986 307011148 53054081 253957067 28977450 20247465 8729985 13453597 6164239 7289358 289041396 3751347 F HEDGE FUNDS 10820861 F TANGIBLE ASSETS 8943967 F 23516175 0 CAPITAL LEASE 5604545 DEPOSITS 3971216 DUE TO SACHS 862099 DUE TO IWHS 707160 DUE TO IWEF 500130 DUE TO TIGMER 441015 AMOUNTS HELD ON BEHALF OF OTHERS 360151 DEFERRED LOSS ON INTEREST RATE 39603 ANNUITIES PAYABLE 4215 12490134 X Schedule D, Part III, Line 1A The Universitys 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 2018 or 2017. 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, 2018, 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. true true true true true true true false false false false false false false false true false true Part I, Line 3 The University of the Incarnate Word has publicized its racially non discriminatory 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. Europe (Including Iceland and Greenland) Program Services Study Abroad Programs 230620 Europe (Including Iceland and Greenland) Program Services Board Meeting 5866 Europe (Including Iceland and Greenland) Program Services Conference 51482 Europe (Including Iceland and Greenland) Program Services Instruction 17106 Europe (Including Iceland and Greenland) Program Services Int'l Initiatives 2645 Europe (Including Iceland and Greenland) Program Services Research 4191 East Asia and the Pacific Program Services Int'l Initiatives 3683 East Asia and the Pacific 2 Program Services student recruitment 7233 South America Program Services Conference 5666 South America Program Services Course Development 1640 South America Program Services Int'l Initiatives 5594 South America Program Services Mission Trip 2349 South America Program Services STUDENT RECRUITMENT 3405 South Asia Program Services Conference 1638 South Asia 4 Program Services student Recruitment 17210 South Asia Program Services Research 2849 Sub-Saharan Africa Program Services Study Abroad Programs 6634 Sub-Saharan Africa Program Services Conference 1858 Middle East and North Africa Program Services Int'l Initiatives 11701 Middle East and North Africa Program Services student Recruitment 3589 Middle East and North Africa 1 Program Services Online Teaching 14881 North America Program Services Study Abroad Programs 9392 North America Program Services Board Meeting 9852 North America Program Services Conference 9393 North America Program Services Course Development 5327 North America 1 Program Services Int'l Initiatives 12852 North America Program Services Mission Trip 18415 North America Program Services student Recruitment 543 North America Program Services SACS Site Visit 8054 North America Program Services Visiting Scholar Prg. 2992 Central America and the Caribbean Program Services Conference 5707 Central America and the Caribbean Program Services Mission Trip 11833 Central America and the Caribbean Program Services student Recruitment 915 6 2 8 369811 127304 497115 false false false false false true Swing-In 543912 422125 121787 3200 1160 22053 15732 12368 Game Dinner 47545 28110 19435 2722 6000 2400 350 3 82598 28114 54484 225 760 8875 600 53410 674055 478349 195706 3200 2947 1920 36928 18732 66128 129855 65851 true Faculty/staff dependent waivers 235 2692084 Scholarships, grants, and discounts 4664 67314611 Schedule I, Part I, Line 2 The University of the Incarnate Word determines whether an individual qualifies for scholarships or grants by an application process that does not discriminate. X X true true X X X true false false false false false false false false Evans Dr Thomas M Trus/President/CEO fr 8/2017 211572 0 0 0 76935 0 19688 0 6242 0 314437 0 0 0 Doyle Dr Denise J DIR/CHAIR/ACTING PRES/CEO 147933 0 35000 0 14690 0 11200 0 1931 0 210754 0 0 0 Endsley Douglas B VP for business and finance 297304 0 10000 0 50100 0 18900 0 26410 0 402714 0 0 0 Jurenovich Dr David VP campus life & fac. Mgmt 238542 0 3000 0 23536 0 18900 0 27680 0 311658 0 0 0 Porter Dr Cyndi vp for enrollment services 233261 0 3000 0 20069 0 18170 0 11844 0 286344 0 0 0 light dr kathleen provost 217472 0 15000 0 21041 0 16897 0 8699 0 279109 0 0 0 escamilla cynthia vp legal aff/general counsel 187817 0 20000 0 26419 0 15079 0 12447 0 261762 0 0 0 bazley Lisa M vp information resources 174476 0 3000 0 43800 0 15467 0 7233 0 243976 0 0 0 Fragoso marcos vp international programs 178042 0 10000 0 9968 0 13947 0 16217 0 228174 0 0 0 phillips-madson dr robyn l dean school of medicine 314625 0 0 0 25800 0 18900 0 7452 0 366777 0 0 0 jedynak-bell dr corinne e assoc dean and med director 238707 0 0 0 14246 0 18447 0 16377 0 287777 0 0 0 mohr dr thomas j assoc dean for graduate med ed 242755 0 0 0 10900 0 18900 0 21900 0 294455 0 0 0 wingert dr timothy dean school of optometry 218015 0 0 0 25800 0 16842 0 2496 0 263153 0 0 0 Zimmerman Dr Thomas Glenn Assoc Dean Clinical Affairs 231079 0 0 0 7588 0 17704 0 13587 0 269958 0 0 0 Agnese Jr Dr Louis fmr trustee/President Emeritus 0 0 1140000 0 1766583 0 2580012 0 0 0 5486595 0 2860004 0 Schedule J, Part I, Line 1A A monthly housing allowance is provided to Dr. Thomas M. Evans, president. This benefit totaling $31,250 for the year was included as taxable compensation on his form w-2. An on-campus residence was provided to Dr. Louis J. Agnese, Jr., president emeritus, through September 2017. The fair market value of the residence for that period of time totaling $25,900 was included as taxable compensation on his form W-2. Dues of $75 were paid to a private dining club during 2017 for the President of the University to conduct business. Schedule J, Part II 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 and received a severance payment of $860,004 during the year. Schedule J, Part II SISTER KATHLEEN COUGHLIN, SR. ADVISOR TO THE PRESIDENT, IS NOT LISTED AS A KEY EMPLOYEE ON PART VII OR SCHEDULE J PART II SINCE THERE ARE NO TAXABLE WAGES REPORTED ON A 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 $260,538, AND SHE RECEIVED NON-TAXABLE INSURANCE BENEFITS OF $7,026. A Olmos Park Texas (see part VI) 521830729 681139AV3 2012-11-28 75716935 SEE PART VI false false false B City of San Antonio (See part VI) 521351505 2015-04-01 12325000 SEE PART VI false false false C City of San Antonio (see part vi) 521351505 2016-10-01 30000000 See Part VI false false false A 3290000 0 75718247 0 0 0 802542 0 0 29679439 45236266 0 2014 true false true true B 2460000 0 12325000 0 0 0 0 0 0 0 12325000 0 2015 true false true true C 0 0 30000000 0 0 0 191868 0 0 29808132 0 0 2016 false false true true A false true true false false 0 false false false true B false false false false 0 false false false true C false true true false false 0 false false false true A false false false true false false 0 false 0 false true B false false true false true false 0 false 0 false true C false false true false true false 0 false 0 false true A true B true C true Part I, Line A , B and C Column (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 and Line C - The full name of the issuer for the Series 2015 and Series 2016 direct loan is the City of San Antonio, Texas Education Facilities Corporation. Part I, Line A , B and C 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 their entirety, which were issued on 05/02/2007 and 05/01/2008, respectively. Line B - The Series 2015 direct loan was issued for the purpose of refunding the Series 1999 and 2001 bonds for the University, as well as the Series 2003 bonds for St. Anthony Catholic High School, a related entity, in their entirety, which were issued on 07/13/1999, 08/02/2001 and 11/12/2003, respectively. Line C - 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 on 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, 2018. No rebate was due for the bonds issued 11/28/2012 based on this computation. No rebate was required for the bonds issued 04/01/2015 and 10/01/2016 since they met an exception for rebate. Joeris Gary Trustee 4522496 General contractor false Gold-Williams Paula Trustee 3872264 utility provider false Amato Charlesuntil 122017 Trustee 1470655 insurance broker false Lewis III Jack Trustee 342856 Restaurant equipment/supplies false Belz Michael Trustee 264987 Life Insurance false X 6 4085 Fair market value X 336 Fair market value X 22516 Fair market value X 1 7227 Fair market value X 18 15237 Fair market value X 39 6766 Fair market value X 1 39925 Fair market value X 1 10084 Fair market value X Sports and Entertainment 72 50152 Fair market value X Gift Certificates 78 18463 Fair market value X Inclusive Trips 6 16240 Fair market value X Fabric 35 10396 Fair market value X Hotel Stays 20 10146 Fair market value X Event Food/Entertainment 4 4636 Fair market value X Sporting Equipment 1 1793 Fair market value false true false 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 $32,722,453 TRANSFER FROM INCARNATE WORD EDUCATION FOUNDATION ($328,114) TRANSFER TO ST. Anthony catholic high school ($24,005) TRANSFER TO TEXAS INSTITUTE FOR GRADUATE MEDICAL EDUCATION & RESEARCH ----------- $32,370,334 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, 2018 was $35,630 and $27,010, respectively. Incarnate Word High School 727 East Hildebrand San Antonio TX 78212 742864481 Secondary Ed. TX 501(c)(3) 2 CCVI false St Anthony Catholic High School 3200 McCullough Ave San Antonio TX 78212 200234338 Secondary Ed. TX 501(c)(3) 2 UIW true Congregation of the Sisters of Charity 4503 Broadway San Antonio TX 78209 741676917 Religious Ord TX 501(c)(3) 1 NA false Incarnate Word Education Foundation 4301 Broadway San Antonio TX 78209 271891305 Support Org. TX 501(c)(3) 12A-TYPE I UIW true UIW International Inc 4301 Broadway San Antonio TX 78209 743012580 Support Org. TX 501(c)(3) 12A-Type I UIW true Universidad Liceo Cervantino Carretera Panamericana 6553 Irapuato MX Education MX 501(C)(3) 2 UIW Int'l false Texas Institute for Graduate Medical Ed 4301 Broadway CPO 315 San Antonio TX 78209 811424767 Support Org. TX 501(c)(3) 7 UIW true false false true true true false false false false false true false false true true false false false false UIW International Inc d 1050000 cash St Anthony Catholic High School d 1990000 Cash St Anthony Catholic High School k 135000 Cash Schedule R, Part VII UIW International Inc. (UIW Intl), 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 Intl entered into this agreement to further the University of the Incarnate Words mission of providing a faith-based education.