2018-05-14T09:40:19-05:00 2017-06-30 GRANT THORNTON LLP 1617 N WATERFRONT PKWY STE 100 WICHITA KS 67206 990 2016-07-01 741233796 Southwestern University % BRENDA THOMPSON SOUT 5128631956 1001 E University Ave Georgetown TX 78626 CRAIG ERWIN VP for FIN & ADMIN 2018-05-10 true Rebecca Zecha P00648970 3162653231 2018-05-11 209.220.64.52 48105820181345000003 2018-05-14 P EE0445AAFC7BCEACA6A025D08834C35C00D758E8 BA837A66B1344850B3C0F550838EC02A61467D28 2016 2021-01-29 14:40:06Z X Dr Edward Burger 1001 E University Ave Georgetown TX 78626 205153511 false X www.southwestern.edu X 1875 TX FOSTERING A LIBERAL ARTS EDUCATIONAL COMMUNITY WHOSE VALUES AND ACTIONS ENCOURAGE CONTRIBUTIONS TOWARD THE WELL-BEING OF HUMANITY. 35 34 1404 1295 710409 0 8047018 5796253 66412954 67676782 8083683 8015450 1276169 1556775 83819824 83045260 30438055 31418520 0 0 32796084 33633086 0 0 1737447 18931074 19705387 82165213 84756993 1654611 -1711733 380837887 398850898 32739897 35070522 348097990 363780376 X FOSTERING A LIBERAL ARTS EDUCATIONAL COMMUNITY WHOSE VALUES AND ACTIONS ENCOURAGE CONTRIBUTIONS TOWARD THE WELL-BEING OF HUMANITY. false false 23445582 38851610 INSTRUCTIONAL SERVICES: THE UNIVERSITY'S PRIMARY MISSION IS FOSTERING A LIBERAL ARTS EDUCATIONAL COMMUNITY OF THE HIGHEST CALIBER. THE UNIVERSITY SEEKS TO DEVELOP A COMMUNITY OF SCHOLARS IN BOTH ITS FACULTY AND STUDENT BODY THAT IS SELF-CRITICAL AND TOUGH-MINDED, AND THAT MAINTAINS RIGOROUS ACADEMIC STANDARDS. THROUGH ITS PAIDEIA PROGRAM, THE UNIVERSITY TRANSCENDS CONVENTIONAL APPROACHES TO TEACHING AND LEARNING THROUGH A STUDENT-DRIVEN, FACULTY-LED EXPERIENCE. THE PROGRAM EMPHASIZES INTELLECTUAL CURIOSITY, PROMOTES CONNECTIONS BETWEEN ACADEMIC COURSES, OFFERS INTERCULTURAL AND DIVERSITY EXPERIENCES, ENCOURAGES CIVIC ENGAGEMENT, AND SUPPORTS COLLABORATIVE OR GUIDED RESEARCH AND CREATIVE WORKS. FOR THE YEAR, THE UNIVERSITY ENROLLED 1,427 FULL-TIME EQUIVALENT STUDENTS IN ITS ACADEMIC INSTRUCTIONAL PROGRAMS. MOST OF THE UNIVERSITY'S ENROLLMENT IS TRADITIONAL COLLEGE-AGE STUDENTS, AND FOR THE FALL 2016 SEMESTER 98.3% WERE ENROLLED FULL-TIME (12 OR MORE CREDIT HOURS FOR THE SEMESTER). THE STUDENT-TEACHER RATIO WAS APPROXIMATELY 11.8:1 IN THE CURRENT YEAR. 31418520 31418520 FINANCIAL ASSISTANCE: THE UNIVERSITY SEEKS TO SUPPORT ITS PRIMARY PROGRAM SERVICES THROUGH FINANCIAL ASSISTANCE TO STUDENTS. INSTITUTIONAL FINANCIAL ASSISTANCE INCLUDES BOTH NEED-BASED ASSISTANCE AND MERIT-BASED ASSISTANCE. THE PRIMARY FUNDING SOURCES FOR INSTITUTIONAL FINANCIAL ASSISTANCE ARE RESTRICTED AND UNRESTRICTED ENDOWMENTS AND GIFTS, AND GENERAL OPERATING BUDGET SUPPORT. APPROXIMATELY 98% OF UNIVERSITY STUDENTS RECEIVE INSTITUTIONAL FINANCIAL ASSISTANCE. APPROXIMATELY 61% OF UNIVERSITY STUDENTS RECEIVE NEED-BASED FINANCIAL ASSISTANCE. THE UNIVERSITY DOES NOT DISCRIMINATE ON THE BASIS OF SEX, RACE, COLOR, RELIGION, AGE, DISABILITY, NATIONAL OR ETHNIC ORIGIN, OR ANY OTHER IMPERMISSIBLE FACTOR, IN THE MANAGEMENT OF ITS INSTITUTIONAL FINANCIAL ASSISTANCE PROGRAM. 10570608 0 17618407 STUDENT SERVICES: THE UNIVERSITY SEEKS TO SUPPORT ITS PRIMARY ACADEMIC MISSION THROUGH ROBUST STUDENT SERVICES FOR ITS PRIMARILY RESIDENTIAL LIBERAL ARTS CAMPUS. STUDENT SERVICES INCLUDES THE POLICE DEPARTMENT, ACADEMIC SUCCESS & RECORDS DEPARTMENT, STUDENT ACTIVITIES, RESIDENTIAL LIFE ADMINISTRATION, CAREER COUNSELING AND SERVICES, STUDENT HEALTH AND COUNSELING SERVICES, NCAA III ATHLETICS, INTRAMURAL SPORTS, AND OTHER SERVICES VITAL TO SUPPORT A RESIDENTIAL ACADEMIC COMMUNITY OF THE HIGHEST CALIBER AND QUALITY. 7446916 10549836 Auxiliary Enterprises 1481094 MISCELLANEOUS REVENUE 7446916 12030930 72881626 true true false false false false false true false true true false false false true true false true true true true false true false true false false false true true true false false false false false false true false false false true false false false false true true true false false true 2522 0 true 1404 true true true false false false true true true true false false false false X 35 34 false false false false false true true true true false false true true true true true true true true false X X BRENDA THOMPSON 5128631956 1001 E UNIVERSITY AVE Georgetown TX 78626 X Robert W Karr Trustee & Chair 3.4 0.1 X X 0 0 0 Henry C Joyner Trustee & Vice Chair 3.4 0.0 X X 0 0 0 R Griffin Lord Trustee & Sec/Treas 3.2 0.1 X X 0 0 0 L James Bankston Trustee 1.4 0.0 X 0 0 0 Suzanne Blake Trustee 1.5 0.0 X 0 0 0 Tim Bruster Trustee 1.4 0.0 X 0 0 0 Pam Slaughter Bush Trustee 1.4 0.0 X 0 0 0 Christopher Cragg Trustee 1.4 0.0 X 0 0 0 John S Curry Trustee 1.4 0.0 X 0 0 0 Robert W Dupuy Trustee 1.4 0.0 X 0 0 0 Roberto L Gomez Trustee 1.4 0.0 X 0 0 0 Robert H Graham Trustee 1.7 0.0 X 0 0 0 Larry J Haynes Trustee 1.7 0.0 X 0 0 0 Ronald D Henderson Trustee 1.4 0.0 X 0 0 0 Brian Jackson Trustee 1.4 0.0 X 0 0 0 Jean Janssen Trustee 1.4 0.0 X 0 0 0 Sylvia Kerrigan Trustee 1.4 0.0 X 0 0 0 Frank P Krasovec Trustee 1.5 0.0 X 0 0 0 Dakota McDurham Trustee 1.4 0.0 X 0 0 0 Michael McKee Trustee 1.4 0.0 X 0 0 0 Amanda M McMilliam Trustee 1.7 0.0 X 0 0 0 Mary Medley Trustee 1.4 0.0 X 0 0 0 Laura A Merrill Trustee 1.4 0.0 X 0 0 0 Lynn Mock Trustee 1.4 0.0 X 0 0 0 Ernesto Nieto Trustee 1.4 0.0 X 0 0 0 Charles D Olsen Trustee 1.4 0.0 X 0 0 0 Steven A Raben Trustee 1.4 0.0 X 0 0 0 Pete Sessions Trustee 1.4 0.0 X 0 0 0 Carson Severson Trustee 1.4 0.0 X 0 0 0 Thomas V Shockley III Trustee 1.5 0.0 X 0 0 0 Kenneth Snodgrass Trustee 1.7 0.0 X 0 0 0 H Blake Stanford Trustee 1.4 0.0 X 0 0 0 Dan R Stultz Trustee 1.4 0.0 X 0 0 0 Stephen G Tipps Trustee 1.4 0.0 X 0 0 0 Donald W Underwood Trustee 1.4 0.0 X 0 0 0 Kathryn Yeager Trustee 1.4 0.0 X 0 0 0 Dr Edward Burger Trustee & President 40.0 0.1 X X 133548 0 412994 Craig Erwin VP for Finance & Admin 40.0 0.1 X 189796 0 23485 J Paul Secord VP For University Relations 40.0 0.0 X 175480 0 25972 Alisa McAlister Gaunder Dean of the Faculty 40.0 0.0 X 172057 0 26292 Pamela A McQuesten VP of Info Services & CIO 40.0 0.0 X 235021 0 33678 Jaime J Woody VP for Student Life 40.0 0.0 X 145302 0 17245 Glada C Munt AVP for Intercolleg. Athletics 40.0 0.0 X 131347 0 20877 Julie A Cowley AVP for Academic Affairs 40.0 0.0 X 123262 0 23462 Elma F Benavides AVP for Human Rescources 40.0 0.0 X 131867 0 12340 1437680 0 596345 21 false true false Sodexo Services Texas LLP 1001 E University Avenue GEORGETOWN TX 78626 Food Services 2605089 Bartlett Cocke General Contractors 7901 E Riverside Dr BLDG 2 Ste 1 AUSTIN TX 78744 Construction 1020757 IES 33 W Monroe Street Suite 2300 CHICAGO IL 60603 Study Abroad Program 391800 Apogee Telecom 715 W 23 Suite M AUSTIN TX 78705 Telecom 320043 Ellucian 4375 Fair Lakes Court FAIRFAX VA 22033 Software Maintenance 290600 14 26391 657944 5111918 623850 5796253 TUITION & FEES 611310 56470017 56470017 AUXILIARY ENTERPRISES 713910 11206765 10549836 656929 67676782 6179274 -15584 6194858 0 14917 14917 14583 15845 -1262 0 -1262 -1262 123907840 2400 121769456 304608 2138384 -302208 1836176 1836176 7066 26391 18342 -11276 -11276 0 0 0 0 0 0 MCCOMBS KITCHEN EQUIPMENT 811310 250000 250000 CAR REGISTRATION FEES 812930 233600 233600 STUDY ABROAD 611710 183050 183050 887746 814444 69064 4238 1554396 83045260 68500947 710409 8037651 0 31249204 31249204 169316 169316 0 1053392 297738 585717 169937 0 24709993 19759973 3984693 965327 1354127 1107070 195128 51929 4690372 3293119 1277463 119790 1825202 1388228 358897 78077 0 145660 145660 156180 156180 0 0 3440244 3440244 2829409 2609457 218625 1327 40590 10001 30589 1066186 667885 350007 48294 1405879 207600 1175301 22978 4609 4609 2704338 2456633 229605 18100 1369832 1212190 84968 72674 0 7924 7102 813 9 411528 357124 50178 4226 0 4146324 3598180 505565 42579 386699 302533 81830 2336 LIBRARY SUPPORT 730201 730201 MAINTENANCE & FACILITIES 587764 509317 72353 6094 ATHLETICS 437282 408350 28932 RESEARCH/SPONSORED PROJECTS EX 132415 132415 -297677 2407990 -2839437 133770 84756993 72881626 10137920 1737447 2251731 979300 37851477 40536477 3170629 1955483 4941155 4611454 0 0 0 0 479981 422675 230535 273320 773296 1141935 211384153 102859486 107279875 108524667 218205376 233828211 4624422 4904297 0 0 0 0 1029410 1673079 380837887 398850898 4935052 7937924 3348317 3113503 2179651 2786137 3735000 3560000 0 0 0 0 9682683 8948167 0 0 8859194 8724791 32739897 35070522 X 123652890 126657278 137196499 147277423 87248601 89845675 348097990 363780376 380837887 398850898 X -1711733 21080274 -3686155 X false true X true true true X 14192031 5833781 5908932 8047018 5796253 39778015 0 0 14192031 5833781 5908932 8047018 5796253 39778015 10601375 29176640 7011468 9537736 7818960 7724523 6224358 38317045 0 5724 20290 13004 57406 11304 107728 78202788 326553967 0.37309 0.35031 X PUBLIC SUPPORT TEST SCHEDULE A, PART II PER THE INSTRUCTIONS FOR FORM 990, PART IV, LINE 2, SOUTHWESTERN UNIVERSITY HAS COMPLETED AND MET THE SCHEDULE A, PART II SUPPORT TEST REQUIREMENTS. AS A RESULT, SOUTHWESTERN UNIVERSITY QUALIFIES FOR THE SPECIAL RULE OF LIMITING CONTRIBUTIONS REPORTED ON SCHEDULE B, PARTS I & II. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3801950 X X X false 239942890 1179548 25454511 11441631 -410390 255545708 255955406 1056365 -2235333 14959036 -125488 239942890 265590566 6251460 -1257862 14703758 -75000 255955406 252949637 603835 32668376 15115640 5515642 265590566 250622946 2165441 18954236 11494038 7298948 252949637 0.10500 0.35020 0.54480 true false 6455893 111509 6567402 151251616 60340710 90910906 3818121 793284 3024837 32134631 27783165 4351466 17612383 13942327 3670056 108524667 0 ACCRUED POST RETIREMENT BENEFITS 8170712 DEFERRED COMPENSATION 554079 8724791 X SCHEDULE D, PART III, LINE 4 DESCRIPTION OF ORGANIZATION'S COLLECTIONS SOUTHWESTERN UNIVERSITY HAS 19 COLLECTIONS WITHIN THE SPECIAL COLLECTIONS OF THE A. FRANK SMITH, JR. LIBRARY CENTER THAT CONTAIN A VARIETY OF BOOKS, RECORDS, PAPERS, MAPS, AND MANUSCRIPTS THAT ARE MAINTAINED FOR HISTORICAL PURPOSES, PUBLIC EXHIBITION, AND STUDENT EDUCATIONAL RESEARCH. SCHEDULE D, PART V, LINE 4 INTENDED USES OF ENDOWMENT FUNDS SOUTHWESTERN UNIVERSITY ENDOWMENTS INCLUDE DONOR RESTRICTED ENDOWMENT FUNDS AND BOARD-DESIGNATED FUNDS FUNCTIONING AS ENDOWMENT FUNDS. ALL DONOR RESTRICTED ENDOWMENTS ARE USED ONLY AS THE DONORS INTENDED PER THE DONOR RESTRICTIONS. THE BOARD-DESIGNATED FUNDS SUPPORT GENERAL PROGRAM SERVICES OF THE UNIVERSITY. SCHEDULE D, PART X, LINE 2 LIABILITY FOR UNCERTAIN TAX POSITIONS (ASC 740) THE UNIVERSITY CLAIMS EXEMPTION FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE UNIVERSITY FILES UNRELATED BUSINESS INCOME TAX AND OTHER INFORMATION RETURNS AS REQUIRED BY GOVERNMENT AUTHORITIES. THE UNIVERSITY HAS CONCLUDED THAT IT DOES NOT HAVE ANY UNRECOGNIZED TAX BENEFITS RESULTING FROM CURRENT OR PRIOR PERIOD TAX POSITIONS. ACCORDINGLY, NO ADDITIONAL DISCLOSURES HAVE BEEN MADE ON THE CONSOLIDATED FINANCIAL STATEMENTS REGARDING UNCERTAIN TAX PROVISIONS. true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 PUBLICATION OF RACIALLY NONDISCRIMINATORY POLICY AN ANNUAL NOTICE IS PUBLISHED IN THE FOLLOWING NEWSPAPERS: WILLIAMSON COUNTY SUN, AUSTIN AMERICAN STATESMAN, HOUSTON CHRONICLE, AND DALLAS MORNING NEWS. POLICIES ARE INCLUDED IN ALL STUDENT, FACULTY, AND STAFF HANDBOOKS. SCHEDULE E, PART I, LINE 6A GOVERNMENT ASSISTANCE THE UNIVERSITY RECEIVES FINANCIAL AID FROM BOTH THE FEDERAL GOVERNMENT AND THE STATE OF TEXAS, WHICH IS AWARDED TO STUDENTS USING THE DEPARTMENT OF EDUCATION METHODOLOGY. THE MAIN FEDERAL FINANCIAL ASSISTANCE PROGRAMS FOR STUDENTS INCLUDE: FEDERAL DIRECT LOANS, FEDERAL PERKINS LOANS, FEDERAL PELL GRANTS, FEDERAL WORK-STUDY, AND FEDERAL SEOG. THE MAIN STATE FINANCIAL ASSISTANCE GRANT IS THE TUITION EQUALIZATION GRANT. THE UNIVERSITY ALSO RECEIVES FEDERAL FINANCIAL ASSISTANCE FOR ACADEMIC GRANTS AND RESEARCH. true East Asia and the Pacific Grantmaking 16950 Europe (Including Iceland and Greenland) Grantmaking 75050 North America Grantmaking 2950 South America Grantmaking 10650 Europe (Including Iceland and Greenland) 4 Program Services Study Abroad Programs 105114 South America 2 Program Services Study Abroad Programs 3765 Europe (Including Iceland and Greenland) Program Services Research 52040 North America Program Services Research 7211 South Asia Program Services Research 2247 East Asia and the Pacific Program Services Research 2218 6 6 278195 278195 NEED BASED AWARDS East Asia and the Pacific 4 10350 CHECK NEED BASED AWARDS Europe (Including Iceland and Greenland) 26 24150 CHECK NEED BASED AWARDS North America 1 450 CHECK NEED BASED AWARDS South America 2 650 CHECK MERIT BASED AWARDS East Asia and the Pacific 3 6600 CHECK MERIT BASED AWARDS Europe (Including Iceland and Greenland) 21 50900 CHECK MERIT BASED AWARDS North America 1 2500 CHECK MERIT BASED AWARDS South America 4 10000 CHECK FACULTY/STAFF DEVELOPMENT AND RESEARCH Europe (Including Iceland and Greenland) 23 52040 CHECK OR CC FACULTY/STAFF DEVELOPMENT AND RESEARCH North America 5 7211 CHECK OR CC FACULTY/STAFF DEVELOPMENT AND RESEARCH South Asia 1 2247 CHECK OR CC FACULTY/STAFF DEVELOPMENT AND RESEARCH East Asia and the Pacific 1 2218 CHECK OR CC true false true true true false SCHEDULE F, PART I, LINE 2 PROCEDURE FOR MONITORING USE OF GRANT FUNDS OUTSIDE U.S. STUDENTS AT SOUTHWESTERN UNIVERSITY ARE ENCOURAGED TO APPLY FOR THE STUDY ABROAD PROGRAMS THROUGH THE OFFICE OF INTERCULTURAL LEARNING. STUDENTS THEN MEET WITH THE DIRECTOR OF INTERCULTURAL LEARNING TO DISCUSS THEIR MAJOR, ELIGIBILITY, BEST OPTIONS AND GOALS, AND TO IDENTIFY THE APPROPRIATE STUDY ABROAD PROGRAM. BOTH THE OFFICE OF FINANCIAL AID AND THE OFFICE OF INTERCULTURAL LEARNING MEET TO REVIEW ALL THE STUDENTS ACCEPTED IN THE STUDY ABROAD PROGRAM AND TO DETERMINE FINANCIAL AID ELIGIBILITY. SCHOLARSHIPS ARE AWARDED TO THE STUDENTS BASED ON FINANCIAL NEED AND PARTICIPATION IN APPROVED PROGRAMS. THE OFFICE OF FINANCIAL AID AND ITS OPERATIONS ARE SUBJECT TO INTERNAL CONTROL REVIEW BY THE UNIVERSITY'S EXTERNAL AUDITORS AS PART OF THE FINANCIAL STATEMENT AUDIT. FUNDS ARE ALSO MONITORED BY THE REVIEW AND OVERSIGHT OF SENIOR MANAGEMENT, SENIOR STAFF, THE DEAN OF ENROLLMENT SERVICES, AND THE BUSINESS OFFICE, ALL OF WHICH ARE UNDER THE REVIEW OF THE AUDIT COMMITTEE AND THE FISCAL AFFAIRS COMMITTEE OF THE BOARD OF TRUSTEES. PAYMENTS FOR CERTAIN SCHOLARSHIPS ARE MADE DIRECTLY TO THE INSTITUTIONS SPONSORING THE STUDY ABROAD PROGRAM. PAYMENTS FOR FACULTY MEMBERS' ROOM AND BOARD RELATED TO STUDY ABROAD PROGRAMS WERE MADE BY THE CONTROLLER VIA WIRE TRANSFER DIRECTLY TO THE OWNER OF THE RENTAL PROPERTY. SOUTHWESTERN UNIVERSITY'S METHOD OF ACCOUNTING FOR THESE EXPENDITURES INCLUDES USING DIFFERENT ACCOUNT NUMBERS TO TRACK THE DIFFERENT STUDY ABROAD PROGRAMS, SCHOLARSHIPS EXPENSES, AND ALL FOREIGN TRAVEL. Jameson 5K 16688 15828 860 168 3606 Pirate Golf 13966 9316 4650 10377 2340 1 2803 1247 1556 150 1701 33457 26391 7066 318 12078 5946 18342 -11276 true SCHOLARSHIPS AND GRANTS 1504 31249204 SCHEDULE I, PART I, LINE 2 PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S. THE UNIVERSITY AWARDS VARIOUS FEDERAL, STATE, AND PRIVATE SCHOLARSHIP, LOAN, AND STUDENT WORK PROGRAMS AS PART OF ITS OVERALL FINANCIAL AID PROGRAM. THE UNIVERSITY FINANCIAL AID OFFICE IS RESPONSIBLE FOR MANAGEMENT OF ALL FINANCIAL AID PROGRAMS. THE UNIVERSITY USES THE DEPARTMENT OF EDUCATION METHODOLOGY TO DETERMINE FAMILY NEED FOR AWARDING NEED-BASED AWARDS. MERIT-BASED AWARDS ARE DETERMINED BASED ON VARIOUS ACADEMIC (GPA, RANK IN CLASS, ETC.) AS WELL AS OTHER QUALITATIVE MEASURES. IT IS THE RESPONSIBILITY OF THE FINANCIAL AID OFFICE TO ENSURE COMPLIANCE WITH FEDERAL AND STATE REGULATIONS ON FINANCIAL AID, AND THE UNIVERSITY POLICY AND INTERNAL CONTROL OBJECTIVES. THE FINANCIAL AID OFFICE AND ITS OPERATIONS ARE SUBJECT TO INTERNAL CONTROL REVIEW BY THE UNIVERSITY'S EXTERNAL AUDITORS AS PART OF THE ANNUAL FINANCIAL STATEMENT AUDIT. ADDITIONAL MONITORING IS ALSO PROVIDED THROUGH THE REVIEW AND OVERSIGHT OF SENIOR MANAGEMENT, SENIOR STAFF, THE VICE PRESIDENT OF ENROLLMENT SERVICES, AND THE BUSINESS OFFICE, ALL OF WHICH ARE UNDER THE PURVIEW OF THE AUDIT COMMITTEE AND THE BOARD OF TRUSTEES' FISCAL AFFAIRS COMMITTEE. ADDITIONALLY, THE UNIVERSITY'S AWARDING AND MANAGEMENT OF FINANCIAL AID AWARDS IS SUBJECT TO AN ANNUAL SINGLE AUDIT (CIRCULAR A-133) AND STATE OF TEXAS AUDITS (FOR VARIOUS STATE FINANCIAL AID PROGRAMS). RESULTS OF THESE AUDITS ARE REPORTED TO THE UNIVERSITY SENIOR STAFF, THE BOARD OF TRUSTEES' AUDIT COMMITTEE, AND THE BOARD OF TRUSTEES FISCAL AFFAIRS COMMITTEE. X X X X true true X X X true true false false false false false false false Dr Edward Burger Trustee & President 110877 0 0 0 22671 0 309730 0 103264 0 546542 0 0 0 Craig Erwin VP for Finance & Admin 189796 0 0 0 0 0 13128 0 10357 0 213281 0 0 0 J Paul Secord VP For University Relations 170480 0 0 0 5000 0 10922 0 15050 0 201452 0 0 0 Alisa McAlister Gaunder Dean of the Faculty 172057 0 0 0 0 0 12035 0 14257 0 198349 0 0 0 Pamela A McQuesten VP of Info Services & CIO 123251 0 0 0 111770 0 15906 0 17772 0 268699 0 0 0 Jaime J Woody VP for Student Life 145302 0 0 0 0 0 9865 0 7380 0 162547 0 0 0 Glada C Munt AVP for Intercolleg. Athletics 131347 0 0 0 0 0 8918 0 11959 0 152224 0 0 0 SCHEDULE J, PART I, LINE 1A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE THE UNIVERSITY REQUIRES THE PRESIDENT TO RESIDE IN THE TURNER FLEMING HOUSE, LOCATED ON CAMPUS, FOR THE CONVENIENCE OF THE UNIVERSITY, AS PART OF HIS EMPLOYMENT CONTRACT WITH THE UNIVERSITY. THE TURNER FLEMING HOUSE IS USED BY THE PRESIDENT FOR PERSONAL RESIDENCE, HOSTING VARIOUS MEETINGS AND BUSINESS-RELATED SOCIAL EVENTS AND OTHER UNIVERSITY FUNCTIONS. THE UNIVERSITY PROVIDES HOUSEKEEPING, GROUNDS KEEPING, AND MAINTENANCE SERVICE CONSISTENT WITH OTHER UNIVERSITY BUILDINGS. THE VALUATION FOR PERSONAL USAGE OF THE TURNER FLEMING HOUSE, AS REPORTED IN HOUSING ALLOWANCE ON SCHEDULE J, PART II, COLUMN (D), NONTAXABLE BENEFITS, INCLUDES THE ESTIMATED FAIR MARKET RENTAL VALUE, UTILITIES, HOUSEKEEPING, AND GROUNDS KEEPING SERVICES. TAX INDEMNIFICATIONS AND GROSS-UP PAYMENTS THE UNIVERSITY REIMBURSES THE PRESIDENT FOR INCOME TAX OBLIGATIONS RELATED TO UNIVERSITY CLUB DUES. THESE GROSS-UP PAYMENTS ARE TREATED AS TAXABLE COMPENSATION AND REPORTED ON IRS FORM W-2. SOCIAL CLUB DUES OR INITIATION FEES THE UNIVERSITY PROVIDES A SOCIAL CLUB MEMBERSHIP FOR THE PRESIDENT OF THE UNIVERSITY. THE MEMBERSHIP IS USED PRIMARILY FOR HOSTING GUESTS DURING FUNDRAISING MEETINGS AND OTHER BUSINESS RELATED MEETINGS. UNIVERSITY-PROVIDED MEMBERSHIPS ARE TREATED AS TAXABLE COMPENSATION AND REPORTED ON IRS FORM W-2. PERSONAL SERVICES THE UNIVERSITY PROVIDES HOUSEKEEPING AND GROUND SERVICES FOR THE PRESIDENT'S HOME. THE VALUE OF THESE SERVICES IS INCLUDED IN THE PRESIDENT'S HOUSING ALLOWANCE ON SCHEDULE J, PART II, COLUMN (D), NONTAXABLE BENEFITS. SCHEDULE J, PART I, LINE 4A VOLUNTARY SEPARATION AGREEMENT PAMELA MCQUESTEN RECEIVED A SEVERENCE PAYMENT OF $88,815 IN 2016. SCHEDULE J, PART I, LINE 4B SUPPLEMENT NONQUALIFIED RETIREMENT PLAN PRESIDENT BURGER PARTICIPATED IN A 457(F) PLAN - FOR CALENDAR YEAR 2016 UNIVERSITY CONTRIBUTIONS WERE $50,000 AND PERSONAL CONTRIBUTIONS WERE $241,180. A Riesel Education Facilities Corporation 205312407 2006-08-11 5000000 Construct on-campus housing false false false A 0 0 5000000 0 0 0 53150 0 0 4946850 0 0 2008 false false true true A false false false false 0 false false false false A false false true false false false 0 false 0 false true A true Student 13040 Tuition Remission Education Student 51000 Scholarships Education Family Member of Trustee 23000 Scholarships Education X 1 $1 OR VALUE STATED X 605575 High-Low Avg. X Food donations 3 800 VALUE STATED X Other 28 17474 $1 OR VALUE STATED false true true SCH M, PART I, LINE 32B THIRD PARTY ASSISTANCE OF NONCASH CONTRIBUTIONS REGIONS BANK IS THE CUSTODIAL BANK OF SOUTHWESTERN UNIVERSITY. GIFTS OF SECURITIES ARE TRANSFERRED BY THE DONOR TO VARIOUS BROKERS HIRED BY THE UNIVERSITY. THE BROKERS THEN CONTACT THE CONTROLLER AT SOUTHWESTERN UNIVERSITY TO INFORM HER OF THE GIFT RECEIPT. SOUTHWESTERN THEN INSTRUCTS THE BROKERS TO SELL THE SECURITIES AT CURRENT MARKET VALUE. THE PROCEEDS FROM THE SALE ARE TRANSFERRED TO THE UNIVERSITY'S OPERATING, RESTRICTED OR ENDOWMENT ACCOUNTS FOR USE IN ACCORDANCE WITH THE DONOR'S RESTRICTION, IF ANY. FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES OTHER PROGRAM SERVICES INCLUDE AUXILIARY ENTERPRISES, INCLUDING STUDENT RESIDENTIAL CENTER OPERATIONS AND FOOD SERVICE OPERATIONS. APPROXIMATELY 75% OF THE STUDENT BODY LIVES ON CAMPUS IN RESIDENTIAL CENTERS. RESIDENTIAL CENTERS INCLUDE LIVING/LEARNING CENTERS WHICH INTEGRATE CLASSROOM AND OTHER EXPERIENCES INTO THE RESIDENTIAL ENVIRONMENT. FOOD SERVICE IS PROVIDED PRIMARILY FOR RESIDENTIAL AND NON-RESIDENTIAL STUDENT USAGE, FACULTY, STAFF, AND GUESTS OF THE UNIVERSITY. AUXILIARY ENTERPRISE EXPENSES INCLUDE DEPRECIATION, INTEREST, AND PHYSICAL PLANT EXPENSE ALLOCATIONS. OTHER PROGRAM SERVICES INCLUDE VARIOUS STUDENT, FACULTY, AND STAFF CAMPUS SERVICES, SUCH AS THE POST OFFICE, INFORMATION TECHNOLOGY, HELP DESK, NETWORK SUPPORT, AND OTHER SIMILAR SERVICES, AS WELL AS VARIOUS OTHER ESSENTIAL PROGRAM SERVICES IN SUPPORT OF THE PRIMARY ACADEMIC MISSION OF THE UNIVERSITY. TOTAL AUXILIARY ENTERPRISE REVENUE AND EXPENSES ARE $ 11,206,765 AND $ 7,446,916 RESPECTIVELY. FORM 990, PART VI, LINE 1A DELEGATION OF AUTHORITY ALL TRUSTEES ELECTED TO THE BOARD OF TRUSTEES HAVE THE SAME VOTING RIGHTS. IN BETWEEN SCHEDULED MEETINGS OF THE TRUSTEES, THE UNIVERSITYS BYLAWS EMPOWER THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES TO ACT ON A BROAD RANGE OF ISSUES AND MATTERS. THE COMMITTEE SHALL, SUBJECT TO THE CONTROL OF THE BOARD OF TRUSTEES, HAVE AUTHORITY TO: EXERCISE SUPERVISION AND CONTROL OVER THE INVESTMENT OF ENDOWMENT FUNDS; EXERCISE SUPERVISION AND CONTROL OVER ERECTION OF BUILDINGS; NEGOTIATE AND PROCURE LOANS; DESIGNATE THOSE EMPLOYEES AND OFFICERS FOR WHOM DISHONESTY INSURANCE IS REQUIRED; HAVE THE RIGHT TO SELL, LEASE, CONVEY, OR TRANSFER BOTH REAL AND PERSONAL PROPERTY BELONGING TO THE UNIVERSITY, EXCEPT THAT THE EXECUTIVE COMMITTEE SHALL NOT SELL ANY OF THE PROPERTY USED FOR THE UNIVERSITY PURPOSES PROPER; AND PERFORM OTHER DUTIES AND EXERCISE SUCH OTHER POWERS AS THE BOARD OF TRUSTEES MAY DELEGATE. ALL ACTIONS OF THE EXECUTIVE COMMITTEE ARE RECORDED IN OFFICIAL RECORD MEETING MINUTES WHICH ARE REPORTED AT THE NEXT MEETING OF THE BOARD OF TRUSTEES. FORM 990, PART VI, LINES 7A & 7B NUMBER, COMPOSITION, SELECTION, AND QUALIFICATIONS OF TRUSTEES THE BOARD OF TRUSTEES SHALL COMPRISE NOT MORE THAN 45 TRUSTEES, EXCLUDING ANY HONORARY TRUSTEES, AND SHALL BE COMPOSED AS FOLLOWS: (A) CONFERENCE TRUSTEES. EIGHTEEN TRUSTEES CONSISTING OF FOUR PERSONS FROM EACH OF THE CENTRAL TEXAS, NORTH TEXAS, RIO TEXAS, AND TEXAS ANNUAL CONFERENCES OF THE UNITED METHODIST CHURCH AND TWO PERSONS FROM THE NORTHWEST TEXAS ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH. CONFERENCE TRUSTEES ARE NOMINATED BY THE UNIVERSITY'S BOARD OF TRUSTEES, UPON RECOMMENDATION OF THE BOARD'S TRUSTEESHIP COMMITTEE, AND ELECTED BY THEIR RESPECTIVE CONFERENCES. THE CONFERENCES ELECTING CONFERENCE TRUSTEES ARE REFERRED TO AS THE UNIVERSITY'S "PARTONIZING CONFERENCES." (B) EPISCOPAL TRUSTEES. TWO BISHOPS OF THE UNITED METHODIST CHURCH NOMINATED AND ELECTED BY THE BISHOPS OF THE UNIVERSITY'S PATRONIZING CONFERENCES AFTER CONSULTATION REGARDING EACH INDIVIDUAL NOMINEE WITH THE BOARD'S TRUSTEESHIP COMMITTEE, GIVING DUE REGARD TO THE COMMENTS, REQUESTS, AND CONCERNS OF THAT COMMITTEE. AT LEAST ONE OF THE EPISCOPAL TRUSTEES SERVING AT ANY GIVEN TIME MUST BE A BISHOP OF ONE OF THE UNIVERSITY'S PATRONIZING CONFERENCES. PER THE BYLAWS OF SOUTHWESTERN UNIVERSITY, ANY CHANGE IN THE COMPOSITION OF THE BOARD OF TRUSTEES OR THE METHOD OF SELECTION FOR MEMBERSHIP ON THE BOARD SHALL BE CONFIRMED BY THE UNIVERSITY'S PATRONIZING CONFERENCES. THE TERM "PATRONIZING CONFERENCES" REFERS TO THE CONFERENCES OF THE UNITED METHODIST CHURCH THAT ELECT MEMBERS TO THE UNIVERSITY'S BOARD OF TRUSTEES, NAMELY THE CENTRAL TEXAS, NORTH TEXAS, NORTHWEST TEXAS, RIO TEXAS, AND TEXAS ANNUAL CONFERENCES. ALL MATTERS REQUIRING CONFIRMATION OR ACTION BY THE PATRONIZING CONFERENCES SHALL BE ACCOMPLISHED AS FOLLOWS: (A) THE MATTERS SHALL BE SUBMITTED BY THE UNIVERSITY TO THE RESPECTIVE PATRONIZING CONFERENCES AT LEAST 90 DAYS PRIOR TO EACH PATRONIZING CONFERENCES NEXT ANNUAL SESSION. (B) REGARDING ELECTION OF CONFERENCE TRUSTEES, ELECTION SHALL BE ACCOMPLISHED UPON A MAJORITY VOTE AT THE RESPECTIVE CONFERENCES ANNUAL SESSION. (C) REGARDING MATTERS REQUIRING COLLECTIVE CONFIRMATION OF PATRONIZING CONFERENCES, CONFIRMATION SHALL BE ACCOMPLISHED UPON THE AFFIRMATIVE VOTE OF THREE-FIFTHS OF THE PATRONIZING CONFERENCES, WITH EACH PATRONIZING CONFERENCE HAVING ONE VOTE. (D) SHOULD ANY PATRONIZING CONFERENCE FAIL TO NOTIFY THE BOARD OF TRUSTEES OF ITS ACTION ON ANY MATTER REQUIRING CONFIRMATION OR ACTION WITHIN 30 DAYS FOLLOWING THE CLOSE OF ITS NEXT ANNUAL SESSION BEFORE WHICH THE MATTER WAS SUBMITTED BY THE UNIVERSITY, THE MATTER SHALL BE DEEMED ACTED UPON AFFIRMATIVELY OR CONFIRMED. (E) ACTIONS THAT REQUIRE CONFIRMATION BY THE PATRONIZING CONFERENCES SHALL BE SPECIFICALLY DESIGNATED IN THE CERTIFICATE OF FORMATION AND BYLAWS, AS APPLICABLE. FORM 990, PART VI, LINE 11B FORM 990 REVIEW PROCESS PER THE BOARD APPROVED RESOLUTION, THE AUDIT COMMITTEE PREPARES AN ANNUAL TIMELINE FOR THE PREPARATION, REVIEW, AND FILING OF FORM 990. AN EXTERNAL ACCOUNTING FIRM REVIEWS THE COMPLETED RETURN PREPARED BY INTERNAL STAFF. THE ADMINISTRATION AND OTHER STAFF COMPLETE SUB-CERTIFICATION STATEMENTS ADDRESSING THEIR INDIVIDUAL AREAS OF RESPONSIBILITIES. THE COMPLETED RETURN, ALONG WITH SUB-CERTIFICATION STATEMENTS, IS REVIEWED BY THE VICE PRESIDENT OF FINANCE AND ADMINISTRATION. THE VICE PRESIDENT OF FINANCE AND ADMINISTRATION PRESENTS THE COMPLETED RETURN TO THE BOARD OF TRUSTEES AUDIT COMMITTEE, WHICH HAS OVERSIGHT RESPONSIBILITY FOR THE FORM 990. AFTER REVIEW BY THE AUDIT COMMITTEE, A COPY OF THE RETURN IS MADE AVAILABLE TO THE FULL BOARD OF TRUSTEES FOR THEIR REVIEW BEFORE FILING. BOARD MEMBERS REVIEW THE RETURN AND RETURN A CONFIRMATION OF THEIR REVIEW. ANY COMMENTS ARE SUBMITTED IN WRITING TO THE AUDIT COMMITTEE. THE RETURN IS THEN FILED ELECTRONICALLY WITH THE IRS BY THE EXTERNAL TAX ACCOUNTING FIRM. ADDITIONALLY, THE UNIVERSITY'S EXTERNAL AUDITING FIRM REVIEWS THE PRIOR YEAR RETURN FOR COMPLETENESS AND ACCURACY RELEVANT TO THE SCOPE AND DUE DILIGENCE REQUIREMENTS OF THE AUDITING PROCESS, AND REPORTS ANY SIGNIFICANT OR MATERIAL WEAKNESSES NOTED TO THE BOARD OF TRUSTEES AUDIT COMMITTEE. THE AUDIT COMMITTEE HAS OVERSIGHT RESPONSIBILITY AND AUTHORITY TO ENSURE NOTED WEAKNESSES OR ERRORS ARE CORRECTED. THE AUDIT COMMITTEE REPORTS REGULARLY TO THE FULL BOARD OF TRUSTEES. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT THE BOARD OF TRUSTEES HAS DELEGATED ONGOING OVERSIGHT OF THE UNIVERSITY'S CONFLICT OF INTEREST POLICY TO THE BOARD OF TRUSTEES AUDIT COMMITTEE AS A PERMANENT DUTY OF THE AUDIT COMMITTEE'S CHARTER. THE AUDIT COMMITTEE IS RESPONSIBLE FOR PROPOSING CHANGES IN THE UNIVERSITY CONFLICT OF INTEREST POLICY TO THE FULL BOARD OF TRUSTEES, AND FOR MONITORING COMPLIANCE WITH THE POLICY APPROVED BY THE BOARD OF TRUSTEES. ALL MEMBERS OF THE BOARD OF TRUSTEES, BOARD COMMITTEE MEMBERS, OFFICERS, KEY EMPLOYEES, MEMBERS OF THE FINANCIAL AID OFFICE AND ALL PROFESSIONAL FINANCIAL ACCOUNTING STAFF ANNUALLY COMPLETE AND SUBMIT A QUESTIONNAIRE ON POSSIBLE CONFLICTS OF INTEREST AND INDEPENDENCE. EMPLOYEES OF THE UNIVERSITY OTHER THAN THE PRESIDENT SUBMIT CONFLICT OF INTEREST INFORMATION TO THE PRESIDENT. THE PRESIDENT DETERMINES IF AN ACTUAL CONFLICT OF INTEREST EXISTS AND DETERMINES THE APPROPRIATE MITIGATING ACTION. THE PRESIDENT REPORTS TO THE AUDIT COMMITTEE, ON AN ANNUAL BASIS, ALL IDENTIFIED POSSIBLE CONFLICTS OF INTEREST AND MITIGATING ACTIONS TAKEN. THE PRESIDENT AND THE MEMBERS OF THE BOARD OF TRUSTEES SUBMIT CONFLICT OF INTEREST AND INDEPENDENCE QUESTIONNAIRES TO THE BOARD OF TRUSTEES AUDIT COMMITTEE. THE AUDIT COMMITTEE IS RESPONSIBLE FOR REVIEWING THE SITUATION AND RECOMMENDING TO THE BOARD CHAIRMAN APPROPRIATE MITIGATING ACTIONS. IF IT IS DETERMINED THAT A CONFLICT EXISTS THEN THE CHAIR OF THE BOARD OF TRUSTEES OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OF TRUSTEES OR COMMITTEE SHALL DETERMINE WHETHER THE UNIVERSITY CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OF TRUSTEES OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE UNIVERSITY'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE UNIVERSITY AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. THE UNIVERSITY ALSO HAS A WHISTLE-BLOWER POLICY AND PROCESS UNDER THE OVERSIGHT AND AUTHORITY OF THE BOARD OF TRUSTEES AUDIT COMMITTEE. FORM 990, PART VI, LINES 15A & 15B PROCESS FOR DETERMINING COMPENSATION THE BOARD OF TRUSTEES COMPENSATION COMMITTEE IS RESPONSIBLE FOR SETTING COMPENSATION FOR THE SENIOR STAFF OF THE UNIVERSITY. SENIOR STAFF INCLUDES THE PRESIDENT AND ALL VICE PRESIDENT-LEVEL STAFF. ADDITIONALLY, EACH YEAR ANY EMPLOYEES LISTED IN IRS FORM 990 PART VII, OFFICER, KEY EMPLOYEE, AND HIGHLY PAID EMPLOYEE, NOT ALREADY WITHIN THE SCOPE OF THE COMPENSATION COMMITTEE, ARE ADDED TO THE COMMITTEE'S SCOPE OF OVERSIGHT. THE COMPENSATION COMMITTEE INCLUDES ONLY INDEPENDENT BOARD OF TRUSTEES MEMBERS AS VOTING MEMBERS PLUS THE ASSOCIATE VICE PRESIDENT FOR HUMAN RESOURCES, AS A NON-VOTING EX OFFICIO MEMBER. THE COMMITTEE COMPILES INDUSTRY-WIDE SALARY SURVEYS, BENCHMARK INSTITUTIONAL DATA FROM PEER INSTITUTIONS, AND OTHER EXTERNAL, OBJECTIVE DATA, TO DETERMINE THE APPROPRIATENESS OF COMPENSATION FOR EMPLOYEES UNDER ITS REVIEW. THE ASSOCIATE VICE PRESIDENT FOR HUMAN RESOURCES IS RESPONSIBLE FOR COMPILING A COMPLETE LIST OF ALL COMPENSATION, TAXABLE AND NON-TAXABLE FRINGE BENEFITS, AND ANY OTHER RELEVANT DATA FOR THE COMMITTEE. THE COMPENSATION COMMITTEE REPORTS ON THE SALARY ADMINISTRATION PROCESS TO THE BOARD OF TRUSTEES ON AN ANNUAL BASIS FOR APPROVAL BY THE BOARD. FULL DISCLOSURE OF COMPENSATION IS REPORTED ON FORM 990 FOR FULL BOARD OF TRUSTEE REVIEW. ALL THE INFORMATION USED BY THE COMPENSATION COMMITTEE IS RETAINED BY THE ASSOCIATE VICE PRESIDENT OF HUMAN RESOURCES IN THE PERSONNEL OFFICE. FORM 990, PART VI, LINE 19 HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC THE UNIVERSITY PUBLISHES ITS ARTICLES OF INCORPORATION AND/OR CERTIFICATE OF FORMATION, BYLAWS, CONFLICT OF INTEREST POLICY, INDEPENDENCE POLICY, THE MOST CURRENT THREE YEARS OF AUDITED FINANCIAL STATEMENTS, AND IRS FORMS 990 AND 990-T ON THE UNIVERSITY WEBSITE. THE INFORMATION MAY BE ACCESSED AT HTTP://WWW.SOUTHWESTERN.EDU/BUSINESS-OFFICE/BUDGET-FINANCE/ FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES OTHER PROGRAM SERVICES INCLUDE AUXILIARY ENTERPRISES, INCLUDING STUDENT RESIDENTIAL CENTER OPERATIONS AND FOOD SERVICE OPERATIONS. APPROXIMATELY 75% OF THE STUDENT BODY LIVES ON CAMPUS IN RESIDENTIAL CENTERS. RESIDENTIAL CENTERS INCLUDE LIVING/LEARNING CENTERS WHICH INTEGRATE CLASSROOM AND OTHER EXPERIENCES INTO THE RESIDENTIAL ENVIRONMENT. FOOD SERVICE IS PROVIDED PRIMARILY FOR RESIDENTIAL AND NON-RESIDENTIAL STUDENT USAGE, FACULTY, STAFF, AND GUESTS OF THE UNIVERSITY. AUXILIARY ENTERPRISE EXPENSES INCLUDE DEPRECIATION, INTEREST, AND PHYSICAL PLANT EXPENSE ALLOCATIONS. OTHER PROGRAM SERVICES INCLUDE VARIOUS STUDENT, FACULTY, AND STAFF CAMPUS SERVICES, SUCH AS THE POST OFFICE, INFORMATION TECHNOLOGY, HELP DESK, NETWORK SUPPORT, AND OTHER SIMILAR SERVICES, AS WELL AS VARIOUS OTHER ESSENTIAL PROGRAM SERVICES IN SUPPORT OF THE PRIMARY ACADEMIC MISSION OF THE UNIVERSITY. TOTAL AUXILIARY ENTERPRISE REVENUE AND EXPENSES ARE $ 11,206,765 AND $ 7,446,916 RESPECTIVELY. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS $366,978 POST-RETIREMENT RELATED CHANGES $(4,053,133) ------------ TOTAL $(6,686,155) Southwestern Foundation 1001 East University Avenue Georgetown TX 78626 742736740 Property TX 501(c)(3) 12-I SU true false false false false false false false false false false false false false true true false true true false Southwestern Foundation o 938132 Gross Wages