2019-04-15T12:06:52-05:00 2018-05-31 BKD LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2017-06-01 750800691 Texas Wesleyan University % JACQUELINE RUTLEDGE TEXA 8175316571 1201 Wesleyan St Fort Worth TX 76105 FREDERICK G SLABACH PRESIDENT 9727028262 2019-04-15 true Jeanette Verrelli P00742631 9727028262 167.68.126.162 76915820191055000073 2019-04-15 P ACBA2431EF37DEF71821A9057AFD5F2E9C389335 ACBA2431EF37DEF71821A9057AFD5F2E9C389335 2017 2019-02-21 02:37:17Z FREDERICK G SLABACH 1201 WESLEYAN ST FORT WORTH TX 76105 99503177 false X WWW.TXWES.EDU X 1890 TX FOUNDED IN 1890 IN FORT WORTH, TEXAS WESLEYAN UNIVERSITY IS A UNITED METHODIST INSTITUTION WITH A TRADITION IN THE LIBERAL ARTS AND SCIENCES .. (CONTINUED ON SCH. O) 37 36 968 117 -73199 -68788 8008527 11166798 58544598 61931794 1614867 6945844 4236921 3822625 72404913 83867061 15433591 18218513 0 0 34179024 35868014 45634 115154 1945157 23142816 23170701 72801065 77372382 -396152 6494679 153838090 154495869 29625020 23946296 124213070 130549573 X TEXAS WESLEYAN UNIVERSITY'S MISSION IS TO DEVELOP STUDENTS TO THEIR FULL POTENTIAL AS INDIVIDUALS AND AS MEMBERS OF THE WORLD COMMUNITY. TEXAS WESLEYAN ASPIRES TO BE A VALUES- AND STUDENT-CENTERED UNIVERSITY WHERE MOTIVATED STUDENTS PREPARE FOR GRADUATE SCHOOL AND LEADERSHIP IN PROFESSIONAL CAREERS. THIS VISION IS PREMISED UPON THE UNDERSTANDING THAT PROFESSIONAL EMPLOYERS SEEK INDIVIDUALS WHO HAVE ATTAINED THE ESSENTIAL SKILLS OF CRITICAL THINKING, ANALYTICAL REASONING AND CREATIVE PROBLEM SOLVING. false false 42640195 17895411 57635234 TEXAS WESLEYAN UNIVERSITY WAS FOUNDED BY THE METHODIST EPISCOPAL CHURCH IN 1890 AND IS THE LONGEST-SERVING HIGHER EDUCATION INSTITUTION IN FORT WORTH. ITS HISTORIC CAMPUS INCLUDES MORE THAN 75 ACRES, JUST FOUR MILES SOUTHEAST OF DOWNTOWN AND IS ON ONE OF THE HIGHEST POINTS IN THE CITY. LED BY PRESIDENT FREDERICK G. SLABACH, TEXAS WESLEYAN'S 2020 VISION STRATEGIC PLAN CREATES A ROADMAP FOR THE FUTURE OF THE UNIVERSITY, WITH KEY FOCUSES ON CAMPUS ENHANCEMENT THROUGH THE REVITALIZATION OF ITS POLYTECHNIC HEIGHTS NEIGHBORHOOD, MARKETING AND BRANDING, ACADEMIC DISTINCTION, FINANCIAL VITALITY AND ENHANCING THE STUDENT EXPERIENCE. TEXAS WESLEYAN OFFERS UNDERGRADUATE DEGREES IN THE SCHOOLS OF BUSINESS, ARTS AND LETTERS, EDUCATION AND NATURAL AND SOCIAL SCIENCES. ADDITIONALLY, TEXAS WESLEYAN OFFERS GRADUATE DEGREES IN THE SCHOOLS OF BUSINESS, EDUCATION AND HEALTH PROFESSIONS. THE UNIVERSITY OFFERS AN HONORS CURRICULUM AS WELL AS A PRE-PROFESSIONAL PROGRAM. ENDOWED FUNDS SUPPORT SCHOLARSHIPS, SPEAKER SERIES AND MANY ACADEMIC PROGRAMS BEYOND THE CLASSROOM, INCLUDING STUDY ABROAD PROGRAMS. OFFICIAL ENROLLMENT FOR THE FALL 2017 TERM INCLUDED 1,674 UNDERGRADUATES AND 725 GRADUATE AND PROFESSIONAL STUDENTS FOR TOTAL ENROLLMENT OF 2,399. 15872857 STUDENT SERVICES AND ACADEMIC SUPPORT: CAREER SERVICES PROVIDES ACADEMIC SUPPORT SERVICES THROUGH PROGRAMMING, CLASSROOM ENGAGEMENT, JOB/INTERN PLACEMENT OPPORTUNITIES, AND INDIVIDUAL COUNSELING APPOINTMENTS. PROGRAMMING INCLUDES EVENTS FOCUSED ON PROFESSIONAL DEVELOPMENT INCLUDING BUSINESS ETIQUETTE, DIGITAL NETWORKING PLATFORMS, INTERVIEW STRATEGIES, AND GRADUATE SCHOOL PREPARATION. PLACEMENT OPPORTUNITIES ARE AVAILABLE THROUGH STUDENT EMPLOYMENT FAIR, GRADUATE SCHOOL FAIR, CAREER FAIR, AND INDIVIDUAL ACADEMIC PROGRAM SHOWCASES SUCH AS COUNSELING GRADUATE STUDENT CAREER FAIR. CAREER SERVICES CONDUCTED 493 CONSULTATIONS IN 2017-2018 ADDRESSING TOPICS SUCH AS GRADUATE SCHOOL, TYPOLOGY ASSESSMENTS, JOB SEARCH, INTERNSHIP COUNSELING, MAJOR ADVISING, MOCK INTERVIEWS, RESUME REVIEWS, STUDENT EMPLOYMENT, AND OTHER MATTERS. ORIENTATION AND NEW STUDENT EXPERIENCES COORDINATED 14 ORIENTATION SESSIONS SERVING 700 PROSPECTIVE STUDENTS FOR FY18. THE OFFICE OF THE DEAN OF STUDENTS ADDRESSES MATTERS CONCERNING ALLEGED MISCONDUCT, CRISIS INTERVENTION, AND CONFLICT RESOLUTION. PRO-ACTIVE EDUCATIONAL INITIATIVES INCLUDE PROGRAMMING FOR SEXUAL ASSAULT AWARENESS MONTH, DOMESTIC VIOLENCE AWARENESS MONTH, AND SAFE-ZONE TRAINING IN ADDITION TO PUBLISHING PREVENTION AND RESPONSE, WHICH IS A TITLE IX RESOURCE. STUDENT ENGAGEMENT PROMOTES NUMEROUS SUPPORT SERVICES INCLUDING STUDENT ORGANIZATIONS, GREEK LIFE, SOCIAL PROGRAMMING, AND SERVICE LEARNING PROGRAMS. THE MORTON FITNESS CENTER PROVIDES EQUIPMENT AND FACILITIES TO ENCOURAGE WELLNESS AND COMPETITIVE EXCELLENCE INCLUDING WEIGHT TRAINING, CARDIO, AND GROUP FITNESS CLASSES. DURING FY18, THE CENTER HAD 19,107 VISITS FROM STUDENTS, FACULTY, AND STAFF WITH 277 CLASSES. 3822968 323102 4409434 HOUSING AND RESIDENT LIFE: THE UNIVERSITY OFFERS BOTH TRADITIONAL AND SUITE-STYLE RESIDENCE HALLS ON CAMPUS WITH OVER 489 RESIDENTS IN FALL 2017. EACH HALL OFFERS REGULAR, WEEKLY PROGRAMMING TO ENGAGE STUDENTS AND STIMULATE COMMUNITY DEVELOPMENT. THE UNIVERSITY HOSTED A TOTAL OF 127 PROGRAMS ACROSS THE DIMENSIONS OF SOCIAL, HEALTHY LIVING, INCLUSIVITY, EDUCATIONAL EXPLORATION, LEADERSHIP DEVELOPMENT AND DEVELOPING RAM PRIDE. 62336020 true true false false false false false false false true true false false true true false true false true false true false false true true false false false true true true false false false false false false false false true false true false false false false true false false false true 201 0 968 true false false false false false true true false false false false X 37 36 false false false false false false false true true false false true true true true true true true true false CO LA MD MI NV NH NY OH OK SC WA WI X JACQUELINE RUTLEDGE 8175316571 1201 WESLEYAN ST FORT WORTH TX 76105 X Larry Anfin TRUSTEE 2.0 0.0 X 0 0 0 Roy Brooks TRUSTEE 2.0 0.0 X 0 0 0 Tim Bruster TRUSTEE 2.0 0.0 X 0 0 0 Karen Cramer Trustee 2.0 0.0 X 0 0 0 Tim Carter Chairman 2.0 0.0 X X 0 0 0 Jerry Chism Trustee 2.0 0.0 X 0 0 0 Douglas Compton Trustee 2.0 0.0 X 0 0 0 Ben Disney Trustee end: 1/2018 2.0 0.0 X 0 0 0 James Dubose TRUSTEE 2.0 0.0 X 0 0 0 Janie Faris TRUSTEE 2.0 0.0 X 0 0 0 Jan Fersing Trustee 2.0 0.0 X 0 0 0 Kay Granger Trustee 2.0 0.0 X 0 0 0 Kelly Gray Trustee 2.0 0.0 X 0 0 0 William Hall Trustee 2.0 0.0 X 0 0 0 Kenneth Jones Trustee 2.0 0.0 X 0 0 0 George Leone TRUSTEE 2.0 0.0 X 0 0 0 Glenn Lewis Trustee 2.0 0.0 X 0 0 0 Thomas Locke Vice Chair 2.0 0.0 X X 0 0 0 Mike Lowry Trustee 2.0 0.0 X 0 0 0 Mark Ma Trustee 2.0 0.0 X 0 0 0 Louella Martin Trustee 2.0 0.0 X 0 0 0 David Parker Trustee 2.0 0.0 X 0 0 0 Greg Phillips Trustee 2.0 0.0 X 0 0 0 Beverly Volkman-Powell Immediate Past Chair 2.0 0.0 X X 0 0 0 Alice Puente Trustee 2.0 0.0 X 0 0 0 Lowisa Rainwater Trustee 2.0 0.0 X 0 0 0 Norma Roby Secretary 2.0 0.0 X X 0 0 0 D Nick Sholars Trustee 2.0 0.0 X 0 0 0 Lamar Smith Trustee End: 1/2018 2.0 0.0 X 0 0 0 Claudia Stepp Trustee 2.0 0.0 X 0 0 0 Vickie Stevens Trustee 2.0 0.0 X 0 0 0 Gary Terry Trustee 2.0 0.0 X 0 0 0 RICE TILLEY JR TRUSTEE End: 10/2017 2.0 0.0 X 0 0 0 MARC VEASEY TRUSTEE 2.0 0.0 X 0 0 0 ANTHONY VINSON Trustee 2.0 0.0 X 0 0 0 MARK WALKER trustee end: 1/2018 2.0 0.0 X 0 0 0 MAX WAYMAN Trustee 2.0 0.0 X 0 0 0 MICHAEL WILLIAMS Trustee 2.0 0.0 X 0 0 0 Gary Cumbie TRUSTEE/CHAIRMAN'S COUNCIL 0.0 0.0 X 0 0 0 JOHN MADDUX TRUSTEE/CHAIRMAN'S COUNCIL 0.0 0.0 X 0 0 0 ANNE STREET TRUSTEE/CHAIRMAN'S COUNCIL 0.0 0.0 X 0 0 0 Frederick Slabach PRESIDENT 40.0 0.0 X 398591 0 54166 Donna Nance VICE PRESIDENT FINANCE/ADMIN 40.0 0.0 X 181487 0 24987 Ricardo Rodgriguez DEAN NATURAL & SOCIAL SCIENCES 40.0 0.0 X 193360 0 37294 Allen Henderson PROVOST 40.0 0.0 X 165957 0 26068 James Lewis VP ADVANCEMENT 40.0 0.0 X 234467 0 28206 Paul Austin PROFESSOR OF NURSE ANESTHESIA 40.0 0.0 X 227668 0 18263 Tito Tubog INTERIM DIRECTOR OF GPNA 40.0 0.0 X 191238 0 23477 DEBRA MALOY ASSOCIATE PROF. OF NURSE ANEST 40.0 0.0 X 175974 0 23579 TERRI KANE ASSOCIATE PROF. OF NURSE ANEST 40.0 0.0 X 168504 0 24910 1937246 0 260950 55 false true false ARAMARK FOOD AND SUPPORT SERVICES 27310 NETWORK PLACE CHICAGO IL 606731273 FOOD SERVICE 1706762 NORTHRIDGE CONSTRUCTION 6851 NE LOOP 820 STE 225 RICHLAND HILLS TX 76180 CONSTRUCTION 1504877 SUNSTATES SECURITY LLC 801 CORPORATE CENTER DRIVE STE 1 RALEIGH NC 27607 SECURITY 910599 TWC NOW CHARTER COMMUNICATIONS 26683 NETWORK PLACE CHICAGO IL 606731266 ADVERTISING & CABLE 507834 BENNETT BENNER PARTNERS INC 500 W 7TH ST SUITE 1400 UNIT 43 FORT WORTH TX 76102 ARCHITECTURE 475227 30 X 146638 1641555 9378605 142128 11166798 Tuition and Fees 611600 57358369 57358369 Housing and Meals 531110 4409434 4409434 AUXILIARY ACTIVITIES 611710 145100 145100 LAW BOOKSTORE 451211 18891 18891 61931794 1929718 -73199 2002917 0 1495627 1495627 2084944 89963 1994981 0 1994981 1994981 19789412 688949 15419855 42380 4369557 646569 5016126 5016126 106001 146638 83918 22083 22083 0 0 0 0 0 0 Forfeited Deposits 900099 106732 106732 Collection of Bad Debts 611600 4757 4757 Pass-Through Revenue 900099 1385 1385 197060 197060 309934 83867061 62044668 -73199 10728794 0 18218513 18218513 0 0 1081910 234461 666346 181103 69600 69600 27739187 22443337 4338179 957671 1151512 1151512 3775567 3470942 304625 2050238 2050238 1732818 1732818 52606 15851 34874 1881 108085 17500 90585 0 115154 115154 116635 116635 4740901 3148304 1517331 75266 1518725 1457305 11001 50419 3415289 3013744 311184 90361 350419 349117 1302 0 2543294 2199652 342797 845 1906022 1790792 66035 49195 0 160342 130234 19857 10251 677127 419093 258034 0 3213181 2967452 245729 540229 540229 DUES & SUBSCRIPTIONS 1158422 1015755 106611 36056 BAD DEBT EXPENSE 1321562 1321562 Recruiting 152719 148764 3955 . 0 -537675 -437614 -102791 2730 77372382 62336020 13091205 1945157 5346430 8836704 0 0 7936889 7669749 3184976 2413276 0 0 0 0 5951963 0 0 0 949581 909728 97518259 43137693 61054151 54380566 52446247 43795171 6615501 7412374 0 0 0 0 10352352 29078301 153838090 154495869 7309826 6900307 984 5074 3515702 6045019 10521387 9944187 0 0 0 0 0 0 7504695 670874 772426 380835 29625020 23946296 X 64374396 60329414 23435709 33145533 36402965 37074626 124213070 130549573 153838090 154495869 X 6494679 -604936 446760 X false true X true true true X 66876882 3772867 5361019 928988 13069756 62012024 57438220 3827488 7536091 898974 1025943 66876882 56428371 3633205 -1012116 816240 795000 57438220 40693447 15453505 2542830 999475 1261936 56428371 38469391 71041 3677092 1284125 239952 40693447 0.20000 0.60000 0.20000 true false 853428 853428 69148852 26069245 43079607 5854890 1351192 4503698 14426738 12401492 2025246 7234351 3315764 3918587 54380566 Beneficial Interest in Trusts 10799112 Assets held for sale 7815870 Restricted Cash 10363680 Interest SWAP Agreement 99639 29078301 0 Capital Lease Obligations 145415 Post-Retirement Benefit Obligation 235420 380835 65547618 -604936 -17771753 -18376689 83924307 116635 -173881 -57246 83867061 59211115 173881 173881 59037234 116635 18218513 18335148 77372382 SCHEDULE D, PART V, LINE 4 INTENDED USE OF ENDOWMENT FUNDS: THE ORIGINAL CORPUS OF ENDOWMENT FUNDS WILL REMAIN UNSPENT. EARNINGS FROM THE INVESTED ENDOWMENT FUNDS ARE UTILIZED FOR SCHOLARSHIPS, SUPPORT OF THE LIBRARIES, AND PROGRAM SUPPORT IN ACCORDANCE WITH ENDOWMENT SPENDING POLICY. SCHEDULE D, PART XI, LINE 2D RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH RETURN: CHANGE IN BENEFICIAL INTEREST IN TRUSTS $ 446,760 SCHOLARSHIPS (18,218,513) -------------- TOTAL $(17,771,753) SCHEDULE D, PART XI, LINE 4B RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH RETURN: RENTAL EXPENSE $(89,963) FUNDRAISING EXPENSE (83,918) ------------- TOTAL $(173,881) SCHEDULE D, PART XII, LINE 2D RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH RETURN: RENTAL EXPENSE $89,963 FUNDRAISING EXPENSE 83,918 ----------- TOTAL $173,881 SCHEDULE D, PART XII, LINE 4B RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH RETURN: SCHOLARSHIPS $18,218,513 SCHEDULE D, PART X, LINE 2 ASC 740 FOOTNOTE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 HOW THE RACIALLY NONDISCRIMINATORY POLICY IS PUBLICIZED: THE ORGANIZATION'S RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN THE STUDENT HANDBOOK, UNIVERSITY CATALOG, AND THE WEBSITE. SCHEDULE E, PART I, LINE 6A FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT AGENCY: THE ORGANIZATION RECEIVES FEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITIES GRANTS, WORK STUDY, PELL GRANTS, UPWARD BOUND GRANTS, DIRECT STUDENT LOANS AND TEACHER EDUCATION ASSISTANCE GRANTS. Europe (Including Iceland and Greenland) Program Services INSTRUCTION 405413 Central America and the Caribbean PASSIVE INVESTMENTS 5475500 East Asia and the Pacific Program Services INSTRUCTION 91155 Central America and the Caribbean Program Services INSTRUCTION 10724 5982792 5982792 false false true true true false X X X X X X X true WILSON-BENNET TECHNOLOGY 140 PROFESSIONAL DR STE 2 CABOT AR 72023 PHONATHON false 41843 45483 0 ROYALl COMPANY 1920 East Parham Rd Richmond VA 23228 fund solicit. false 33505 69671 75348 115154 0 AL AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY BUSINESS HALL 118713 107653 11060 5648 22700 150 8158 GOLF TOURNAMENT 59375 38985 20390 4690 10184 8242 4 74551 74551 12049 6548 5549 252639 146638 106001 22387 39432 150 21949 83918 22083 true STUDENT FINANCIAL AID 1703 18218513 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS: TEXAS WESLEYAN UNIVERSITY'S OFFICE OF FINANCIAL AID ADMINISTERS MULTIPLE FEDERAL, STATE, PRIVATE, AND UNIVERSITY GRANTS, SCHOLARSHIPS, LOAN AND WORK STUDY AWARDS. FEDERAL AND STATE PROGRAMS ARE ADMINISTERED ACCORDING TO THE U.S. LAW AND REGULATIONS PROMULGATED BY THE U.S. DEPARTMENT OF EDUCATION AND THE U.S. DEPARTMENT HEALTH AND HUMAN SERVICES AS WELL AS THE REGULATIONS OF THE STATE OF TEXAS. UNIVERSITY SCHOLARSHIPS AND GRANTS ARE ADMINISTERED ACCORDING TO THE POLICIES OF THE OFFICE OF FINANCIAL AID IN SUPPORT OF THE UNIVERSITY'S STRATEGIC PLAN. THE FINANCIAL AID OFFICE USES THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) AND A NUMBER OF SUPPORTING DOCUMENTS OF VERIFICATION TO DETERMINE A STUDENT'S ELIGIBILITY FOR ALL NEED BASED PROGRAMS. ADDITIONALLY, STUDENTS' ELIGIBILITY IS DETERMINED BASED UPON ACADEMIC QUALIFICATIONS, SPECIAL TALENTS, AND DONOR STIPULATED REQUIREMENTS. POLICIES AND PROCEDURES ENSURE THAT THE DETERMINATION OF AID ELIGIBILITY AND THE SUBSEQUENT DELIVERY OF AID IS DELIVERED IN A FAIR AND EQUITABLE MANNER. X X true true X X X X false false false false false false false false false Frederick Slabach PRESIDENT 353704 0 0 0 44887 0 21601 0 32565 0 452757 0 0 0 Donna Nance VICE PRESIDENT FINANCE/ADMIN 181487 0 0 0 0 0 11717 0 13270 0 206474 0 0 0 James Lewis VP ADVANCEMENT 225943 0 0 0 8524 0 16076 0 12130 0 262673 0 0 0 Paul Austin PROFESSOR OF NURSE ANESTHESIA 227668 0 0 0 0 0 18137 0 126 0 245931 0 0 0 Tito Tubog INTERIM DIRECTOR OF GPNA 190684 0 0 0 554 0 13934 0 9543 0 214715 0 0 0 Ricardo Rodgriguez DEAN NATURAL & SOCIAL SCIENCES 192380 0 0 0 980 0 16332 0 20962 0 230654 0 0 0 Allen Henderson PROVOST 162823 0 0 0 3134 0 13592 0 12476 0 192025 0 0 0 DEBRA MALOY ASSOCIATE PROF. OF NURSE ANEST 175974 0 0 0 0 0 14144 0 9435 0 199553 0 0 0 TERRI KANE ASSOCIATE PROF. OF NURSE ANEST 168504 0 0 0 0 0 13683 0 11227 0 193414 0 0 0 SCHEDULE J, PART I, LINE 1A DESCRIPTION OF BENEFITS: THE HOUSING ALLOWANCE AND SOCIAL CLUB DUES ARE INCLUDED IN EMPLOYEE FORMS W-2 TAXABLE INCOME. HOUSING ALLOWANCE AND SOCIAL CLUB DUES - FREDERICK SLABACH A HACKBERRY CULTURAL EDUCATION FACILITIES FINANCE 752237898 XXXXXXXXX 2012-07-26 12400000 PROMISSORY NOTE (TWU) SERIES 2012 true false false B HACKBERRY CULTURAL EDUCATION FACILITIES FINANCE 752237898 XXXXXXXXX 2014-10-21 6700000 EM CONSTRUCTION PROJECT true false false A 8360316 0 12400000 0 0 0 0 0 0 12400000 0 0 2005 true false true true B 525226 0 6700000 0 0 0 123540 0 0 6576460 0 0 2017 false false true true A false false true true false 0 false false false true B false false true true false 0 false false false true A false false false true false false 0 false 0 false false B false true false false false false 0 false 0 false false A false B false SCHEDULE K, PART IV, LINE 2C ARBITRAGE REBATE COMPUTATION: THE ARBITRAGE COMPUTATION FOR BOND A WAS COMPLETED OCTOBER 2017. SCHEDULE K, PART IV, LINE 7 & PART V PROCEDURES TO MONITOR REQUIREMENTS OF SECTION 148: THE ORGANIZATION RELIES ON ITS INDEPENDENT FINANCIAL ADVISOR TO MONITOR COMPLIANCE WITH THE ARBITRAGE, YIELD RESTRICTION AND REBATE REQUIREMENTS UNDER CODE SECTION 148. GINA PHILLIPS SISTER IN LAW OF TRUSTEE 69600 SALARIES/WAGES false X 5882 FMV X 3 84225 FMV X DATA STORAGE EQUIPMENT 1 52021 FMV false true false SCHEDULE M, PART I, COLUMN (B) NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED: THE AMOUNTS REPORTED IN THIS COLUMN ARE THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW FORM 990: THE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE FORM 990. ONCE PREPARED, THE FORM IS REVIEWED BY UNIVERSITY STAFF. IT IS THEN PROVIDED TO THE TRUSTEES FOR COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY: ANNUALLY, THE CONFLICT OF INTEREST QUESTIONNAIRE IS DISTRIBUTED TO OFFICERS, TRUSTEES AND KEY EMPLOYEES FOR COMPLETION. THE COMPLETED FORMS ARE REVIEWED AND ANY POTENTIAL CONFLICTS ARE DISCLOSED. AS A PRACTICE, TRUSTEES ARE ASKED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AT EACH BOARD MEETING AND EXECUTIVE COMMITTEE MEETING BASED ON THEIR REVIEW OF THE AGENDA OF EACH MEETING. A TRUSTEE DECLARING A CONFLICT RECUSES HIMSELF/HERSELF FROM CONSIDERATION AND VOTING ON THE CONFLICTED AGENDA ITEM. FORM 990, PART VI, SECTION B, LINE 15A REVIEW OF TOP MANAGEMENT OFFICIAL COMPENSATION: THE UNIVERSITY USES NATIONAL COMPENSATION SURVEYS TO DETERMINE COMPENSATION OF THE PRESIDENT. COMPENSATION IS THEN APPROVED BY THE UNIVERSITY'S BOARD OF TRUSTEES FOLLOWING RECOMMENDATIONS OF THE EXECUTIVE COMMITTEE. THE REVIEW OF COMPENSATION IS CONDUCTED ANNUALLY BY THE EXECUTIVE COMMITTEE. THE CHAIR OF THE BOARD PRESENTS ANY COMPENSATION DECISION TO THE VICE PRESIDENT OF FINANCE AND ADMINISTRATION. THE REVIEW IS DOCUMENTED IN THE EXECUTIVE COMMITTEE'S MEETING MINUTES AND FILED IN HUMAN RESOURCES. FORM 990, PART VI, SECTION B, LINE 15B REVIEW OF OTHER OFFICER AND KEY EMPLOYEE COMPENSATION: THE UNIVERSITY RETAINED AN AGB SEARCH CONSULTANT FAMILIAR WITH THE REGION IN 2015 TO ASSIST IN THE VP FINANCE AND ADMINISTRATION SEARCH. THE CONSULTANT USED NATIONAL AND REGIONAL DATA INCLUDING CHRONICLE OF HIGHER ED, NACUBO AND OTHER UNIVERSITY INFORMATION TO RECOMMEND COMPENSATION. DURING THE VP FINANCE'S PERFORMANCE REVIEW, PRESIDENT SLABACH USES THE ABOVE SOURCES FOR COMPENSATION COMPARISONS IN ADDITION TO THE PERFORMANCE REVIEW. THESE FACTORS ARE BALANCED WITH THE BUDGET PROJECTIONS TO DETERMINE COMPENSATION. FOR THE REVIEW OF OTHER KEY EMPLOYEES, THE PRESIDENT IS THE SOLE AUTHORITY UTILIZED FOR DECIDING THE COMPENSATION. THE REVIEWS ARE FILED IN THE PERSONNEL FILE IN HUMAN RESOURCES. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS: GOVERNING DOCUMENTS, UNIVERSITY POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AS WELL AS THROUGH VARIOUS PUBLIC ACCESS POINTS SUCH AS THE INTEGRATED POSTSECONDARY EDUCATION DATA SYSTEM (IPEDS) AND THE TEXAS WESLEYAN UNIVERSITY WEBSITE. FORM 990, PART I, LINE 1 ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES: (CONT. FROM PAGE 1) WITH PROFESSIONAL AND CAREER PREPARATION. OUR MISSION AT TEXAS WESLEYAN UNIVERSITY IS TO DEVELOP STUDENTS TO THEIR FULL POTENTIAL AS INDIVIDUALS AND AS MEMBERS OF THE WORLD COMMUNITY. THE UNIVERSITY IS COMMITTED TO THE PRINCIPLES THAT EACH STUDENT DESERVES PERSONAL ATTENTION AND THAT ALL MEMBERS OF THE ACADEMIC COMMUNITY MUST HAVE FREEDOM TO PURSUE INDEPENDENT THOUGHT AND TO EXERCISE INTELLECTUAL CURIOSITY. THE UNIVERSITY ACTIVELY SEEKS AND EMPLOYS FACULTY AND STAFF WITH COMMITMENT AND DEDICATION TO TEACHING, INSPIRING, AND SERVING STUDENTS. TEXAS WESLEYAN UNIVERSITY RECOGNIZES ITS RESPONSIBILITY TO THE COMMUNITY BY PROVIDING LEADERSHIP AND TALENT THROUGH PROGRAMS THAT ENABLE AND ENRICH SOCIETY. THE UNIVERSITY ENDEAVORS TO CREATE A LEARNING ENVIRONMENT WHERE EACH STUDENT IS PROVIDED AN OPPORTUNITY TO PURSUE INDIVIDUAL EXCELLENCE, TO THINK CLEARLY AND CREATIVELY, TO COMMUNICATE EFFECTIVELY, AND TO DEVELOP SPIRITUAL SENSITIVITY, WITH A COMMITMENT TO MORAL DISCRIMINATION AND ACTION, AND WITH A SENSE OF CIVIC RESPONSIBILITY. TEXAS WESLEYAN UNIVERSITY STRIVES TO DEVELOP INFORMED, RESPONSIBLE, AND ARTICULATE CITIZENS. FORM 990, PART VI, SECTION A, LINE 1A DELEGATION OF AUTHORITY: AN EXECUTIVE COMMITTEE IS ELECTED BY THE BOARD AND IS ABLE TO EXERCISE ALL THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE UNIVERSITY BETWEEN BOARD MEETINGS. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES: CHANGE IN BENEFICIAL INTEREST IN TRUSTS $446,760 CHARITABLE TRUST (6) TRUST TX NA TRUST Charitable Trust (1) trust IL na trust false false false false false false false false false false false false false false false false false false false