SOUTHWESTERN UNIVERSITY: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: SOUTHWESTERN UNIVERSITY (EIN 74-1233796)
Tax period: 2015-07-01 to 2016-06-30
Filed: 2017-05-11
IRS object ID: 201731319349304003
Schema version: 2015v3.0
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	2017-05-11T14:08:25-05:00	ReturnTs
Tax Period End	2016-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GRANT THORNTON LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	8300 THORN DRIVE SUITE 300	AddressLine1Txt
City	WICHITA	CityNm
State Abbreviation	KS	StateAbbreviationCd
ZIP	672262708	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2015-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	741233796	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Southwestern University	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% BRENDA THOMPSON	InCareOfNm
Business Name Control	SOUT	BusinessNameControlTxt
Phone	5128631956	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 770	AddressLine1Txt
City	Georgetown	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	786270770	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CRAIG ERWIN	PersonNm
Person Title	VP for FIN & ADMIN	PersonTitleTxt
Signature	2017-05-12	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Shannon A Rudisell	PreparerPersonNm
PTIN	P01435967	PTIN
Phone	3162653231	PhoneNum
Preparation	2017-05-12	PreparationDt

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Dr Edward Burger	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1001 E University Ave	AddressLine1Txt
City	Georgetown	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78626	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$179,887,023	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.southwestern.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1875	FormationYr
Legal Domicile State	TX	LegalDomicileStateCd
Activity Or Mission	Fostering a liberal arts educational community whose values and actions encourage contributions toward the well-being of humanity	ActivityOrMissionDesc
Voting Members Governing Body	34	VotingMembersGoverningBodyCnt
Voting Members Independent	33	VotingMembersIndependentCnt
Total Employee	1418	TotalEmployeeCnt
Total Volunteers	1003	TotalVolunteersCnt
Total Gross UBI	$306,765	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$11,019,832	PYContributionsGrantsAmt
CY Contributions Grants	$8,047,018	CYContributionsGrantsAmt
PY Program Service Revenue	$65,128,768	PYProgramServiceRevenueAmt
CY Program Service Revenue	$66,412,954	CYProgramServiceRevenueAmt
PY Investment Income	$11,719,268	PYInvestmentIncomeAmt
CY Investment Income	$8,083,683	CYInvestmentIncomeAmt
PY Other Revenue	$1,639,597	PYOtherRevenueAmt
CY Other Revenue	$1,276,169	CYOtherRevenueAmt
PY Total Revenue	$89,507,465	PYTotalRevenueAmt
CY Total Revenue	$83,819,824	CYTotalRevenueAmt
PY Grants And Similar Paid	$29,501,139	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$30,438,055	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$32,528,413	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$32,796,084	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,415,007	CYTotalFundraisingExpenseAmt
PY Other Expenses	$21,286,156	PYOtherExpensesAmt
CY Other Expenses	$18,931,074	CYOtherExpensesAmt
PY Total Expenses	$83,315,708	PYTotalExpensesAmt
CY Total Expenses	$82,165,213	CYTotalExpensesAmt
PY Revenues Less Expenses	$6,191,757	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$1,654,611	CYRevenuesLessExpensesAmt
Total Assets BOY	$390,628,492	TotalAssetsBOYAmt
Total Assets EOY	$380,837,887	TotalAssetsEOYAmt
Total Liabilities BOY	$34,275,889	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$32,739,897	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$356,352,603	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$348,097,990	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	FOSTERING A LIBERAL ARTS EDUCATIONAL COMMUNITY WHOSE VALUES AND ACTIONS ENCOURAGE CONTRIBUTIONS TOWARD THE WELL-BEING OF HUMANITY	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$22,495,597	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$38,243,648	RevenueAmt
Desc	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 1,463 full-time equivalent students in its academic instructional programs. Most of the University's enrollment is traditional college-age students, and for the Fall 2015 semester 98.9% were enrolled full-time (12 or more credit hours for the semester). The student-teacher ratio was approximately 11.7:1 in the current year.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$30,438,055	ExpenseAmt
Grant	$30,438,055	GrantAmt
Revenue	$0	RevenueAmt
Desc	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 impermissable factor, in the management of its institutional financial assistance program.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$10,105,748	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$17,339,868	RevenueAmt
Desc	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.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$7,150,049	ExpenseAmt
Revenue	$10,829,437	RevenueAmt
Desc	Auxiliary Enterprises	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$7,150,049	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$10,829,437	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$70,189,449	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
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
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	Yes (true)	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	Yes (true)	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	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	Yes (true)	ScheduleORequiredInd
IRP Document	2494	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	1418	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	Yes (true)	NondeductibleContributionsInd
Nondeductible Contri Discl	Yes (true)	NondeductibleContriDisclInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	34	GoverningBodyVotingMembersCnt
Independent Voting Member	33	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	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	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	Yes (true)	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
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	BRENDA THOMPSON	PersonNm
Phone	5128631956	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1001 E UNIVERSITY AVE	AddressLine1Txt
City	Georgetown	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78626	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Robert W Karr
Trustee & Chair	3.4	0.0	Yes (X)	Yes (X)	$0	$0	$0
Henry C Joyner
Trustee & Vice Chair	3.4	0.0	Yes (X)	Yes (X)	$0	$0	$0
R Griffin Lord
Trustee & Sec/Treas	3.2	0.0	Yes (X)	Yes (X)	$0	$0	$0
Daryl M Allen
Trustee	1.7	0.0	Yes (X)		$0	$0	$0
Richard H Bachmann
Trustee	3.2	0.0	Yes (X)		$0	$0	$0
L James Bankston
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
Suzanne Blake
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
W Earl Bledsoe
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
Tim Bruster
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
Pam Slaughter Bush
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
Christopher Cragg
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
John S Curry
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
James E Dorff
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
Robert W Dupuy
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
Jack Garey
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
Roberto L Gomez
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
Robert H Graham
Trustee	1.7	0.0	Yes (X)		$0	$0	$0
Larry J Haynes
Trustee	1.7	0.0	Yes (X)		$0	$0	$0
Ronald D Henderson
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
Janice Riggle Huie
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
Brian Jackson
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
Jean Janssen
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
Sylvia Kerrigan
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
J Michael Lowry
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
Red McCombs
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
Michael McKee
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
Mary Medley
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
Laura A Merrill
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
Lynn Mock
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
Ernesto Nieto
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
Steven A Raben
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
Robert T Rork
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
Pete Sessions
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
Carson Severson
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
Thomas V Shockley III
Trustee	1.5	0.0	Yes (X)		$0	$0	$0
Kenneth Snodgrass
Trustee	1.7	0.0	Yes (X)		$0	$0	$0
H Blake Stanford
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
Dan R Stultz
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
Stephen G Tipps
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
Donald W Underwood
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
James V Walzel
Trustee	1.7	0.0	Yes (X)		$0	$0	$0
Kathryn Yeager
Trustee	1.4	0.0	Yes (X)		$0	$0	$0
Edward Burger
Trustee & President	40.0	0.0	Yes (X)	Yes (X)	$138,523	$0	$418,273
Craig Erwin
VP for Finance & Admin	40.0	0.0		Yes (X)	$179,352	$0	$23,104
James W Hunt
Provost/Dean of Faculty	40.0	0.0			$431,306	$0	$8,649	Yes (X)
Pamela A McQuesten
VP of Info Services & CIO	40.0	0.0			$209,150	$0	$32,850		Yes (X)
Richard Roemer
Professor of Theatre	40.0	0.0			$183,149	$0	$7,516		Yes (X)
Alisa McAlister Gaunder
Dean of the Faculty	40.0	0.0			$149,999	$0	$25,206		Yes (X)
Gerald Brody
VP of Student Life	40.0	0.0			$149,740	$0	$30,967		Yes (X)
Paul J Gaffney
Dean Sarofim School Fine Arts	40.0	0.0			$140,273	$0	$24,756		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,581,492	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$571,321	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	25	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	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
Bartlett Cocke General Contractors
7901 E Riverside Dr Bldg 2 Ste 1	AUSTIN	TX	78744	Construction	$4,090,918
Sodexo Services Texas LLP
1001 E UNIVERSITY AVENUE	GEORGETOWN	TX	78626	Food ServiceS	$2,691,213
Apogee Telecom
715 W 23 Suite M	AUSTIN	TX	78705	Telecom	$378,818
IES
33 W Monroe StREET SUITE 2300	CHICAGO	IL	60603	Study Abroad PROGRAM	$343,086
Group Two Architecture Inc
1801 S MoPac Expy SUITE 350	AUSTIN	TX	78746	ARCH & DESIGN SVCS	$321,519

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	10	CntrctRcvdGreaterThan100KCnt
Fundraising	$35,503	FundraisingAmt
Government Grants	$583,499	GovernmentGrantsAmt
All Other Contributions	$7,428,016	AllOtherContributionsAmt
Noncash Contributions	$400,488	NoncashContributionsAmt
Total Contributions	$8,047,018	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION & FEES	611310	$55,583,517	$55,583,517
AUXILIARY ENTERPRISES	713910	$10,829,437	$10,350,497	$478,940

Field	Value	IRS element (for citing)
Total Program Service Revenue	$66,412,954	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,476,680	TotalRevenueColumnAmt
Unrelated Business Revenue	-$233,815	UnrelatedBusinessRevenueAmt
Exclusion	$7,710,495	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	$14,028	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$17,686	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$3,658	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$3,658	TotalRevenueColumnAmt
Exclusion	-$3,658	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$96,632,738	SecuritiesAmt
Other	$9,196	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$95,950,762	SecuritiesAmt
Other	$84,169	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$681,976	SecuritiesAmt
Other	-$74,973	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$607,003	TotalRevenueColumnAmt
Exclusion	$607,003	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$6,520	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$35,503	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$14,582	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$8,062	TotalRevenueColumnAmt
Exclusion	-$8,062	ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

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

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
MCCOMBS KITCHEN EQUIPMENT	812930	$250,000	$250,000
CAR REGISTRATION FEES	811310	$235,700	$235,700
SUMMER THEATRE	611310	$138,440	$138,440

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$663,749	TotalRevenueColumnAmt
Related Or Exempt Func Income	$551,223	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$61,640	UnrelatedBusinessRevenueAmt
Exclusion	$50,886	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$1,287,889	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$83,819,824	TotalRevenueColumnAmt
Related Or Exempt Func Income	$67,109,377	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$306,765	UnrelatedBusinessRevenueAmt
Exclusion	$8,356,664	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

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

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$30,297,202	TotalAmt
Program Services	$30,297,202	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$140,853	TotalAmt
Program Services	$140,853	ProgramServicesAmt

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	$640,404	TotalAmt
Program Services	$167,660	ProgramServicesAmt
Management And General	$391,063	ManagementAndGeneralAmt
Fundraising	$81,681	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	$25,253,311	TotalAmt
Program Services	$20,499,330	ProgramServicesAmt
Management And General	$3,897,850	ManagementAndGeneralAmt
Fundraising	$856,131	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,503,290	TotalAmt
Program Services	$1,195,962	ProgramServicesAmt
Management And General	$247,949	ManagementAndGeneralAmt
Fundraising	$59,379	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$3,502,912	TotalAmt
Program Services	$2,190,947	ProgramServicesAmt
Management And General	$1,216,214	ManagementAndGeneralAmt
Fundraising	$95,751	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,896,167	TotalAmt
Program Services	$1,446,564	ProgramServicesAmt
Management And General	$389,046	ManagementAndGeneralAmt
Fundraising	$60,557	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$157,382	TotalAmt
Management And General	$157,382	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$149,438	TotalAmt
Management And General	$149,438	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	$3,948,253	TotalAmt
Management And General	$3,948,253	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,616,896	TotalAmt
Program Services	$2,471,212	ProgramServicesAmt
Management And General	$144,812	ManagementAndGeneralAmt
Fundraising	$872	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$45,800	TotalAmt
Program Services	$6,045	ProgramServicesAmt
Management And General	$39,755	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,065,205	TotalAmt
Program Services	$641,232	ProgramServicesAmt
Management And General	$389,793	ManagementAndGeneralAmt
Fundraising	$34,180	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,075,616	TotalAmt
Program Services	$183,560	ProgramServicesAmt
Management And General	$889,148	ManagementAndGeneralAmt
Fundraising	$2,908	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$3,909	TotalAmt
Management And General	$3,909	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$2,578,423	TotalAmt
Program Services	$2,341,951	ProgramServicesAmt
Management And General	$222,128	ManagementAndGeneralAmt
Fundraising	$14,344	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,221,937	TotalAmt
Program Services	$1,077,816	ProgramServicesAmt
Management And General	$92,318	ManagementAndGeneralAmt
Fundraising	$51,803	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	$13,440	TotalAmt
Program Services	$13,440	ProgramServicesAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$326,922	TotalAmt
Program Services	$283,735	ProgramServicesAmt
Management And General	$40,370	ManagementAndGeneralAmt
Fundraising	$2,817	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$3,090,087	TotalAmt
Program Services	$2,681,887	ProgramServicesAmt
Management And General	$381,580	ManagementAndGeneralAmt
Fundraising	$26,620	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$537,134	TotalAmt
Program Services	$320,067	ProgramServicesAmt
Management And General	$214,831	ManagementAndGeneralAmt
Fundraising	$2,236	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
LIBRARY SUPPORT	$721,438	$721,438
MAINTENANCE & FACILITIES	$548,693	$475,712	$68,261	$4,720
ATHLETICS	$486,153	$433,527	$52,626
RESEARCH/SPONSORED PROJECTS EX	$199,569	$199,569

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$144,779	TotalAmt
Program Services	$2,399,740	ProgramServicesAmt
Management And General	-$2,375,969	ManagementAndGeneralAmt
Fundraising	$121,008	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$82,165,213	TotalAmt
Program Services	$70,189,449	ProgramServicesAmt
Management And General	$10,560,757	ManagementAndGeneralAmt
Fundraising	$1,415,007	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$980,041	BOYAmt
EOY	$2,251,731	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$33,280,807	BOYAmt
EOY	$37,851,477	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$3,048,560	BOYAmt
EOY	$3,170,629	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$5,046,017	BOYAmt
EOY	$4,941,155	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	$541,534	BOYAmt
EOY	$479,981	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$198,373	BOYAmt
EOY	$230,535	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$683,210	BOYAmt
EOY	$773,296	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$206,861,062	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$99,581,187	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$98,898,082	BOYAmt
EOY	$107,279,875	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$234,772,421	BOYAmt
EOY	$218,205,376	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$4,931,452	BOYAmt
EOY	$4,624,422	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	$8,247,995	BOYAmt
EOY	$1,029,410	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$390,628,492	BOYAmt
EOY	$380,837,887	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$7,258,755	BOYAmt
EOY	$4,935,052	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$3,317,292	BOYAmt
EOY	$3,348,317	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$1,625,713	BOYAmt
EOY	$2,179,651	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,905,000	BOYAmt
EOY	$3,735,000	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	$9,836,637	BOYAmt
EOY	$9,682,683	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$8,332,492	BOYAmt
EOY	$8,859,194	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$34,275,889	BOYAmt
EOY	$32,739,897	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$116,375,373	BOYAmt
EOY	$123,652,890	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$153,432,847	BOYAmt
EOY	$137,196,499	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$86,544,383	BOYAmt
EOY	$87,248,601	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$356,352,603	BOYAmt
EOY	$348,097,990	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$390,628,492	BOYAmt
EOY	$380,837,887	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$1,654,611	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$5,522,292	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$4,386,932	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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$13,188,700	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$14,192,031	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,833,781	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,908,932	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,047,018	CurrentTaxYearAmt
Total	$47,170,462	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

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

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

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

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$13,188,700	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$14,192,031	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,833,781	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,908,932	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,047,018	CurrentTaxYearAmt
Total	$47,170,462	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$17,105,848	SubstantialContributorsTotAmt
Public Support Total170	$30,064,614	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,458,148	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,011,468	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$9,537,736	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,818,960	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,724,523	CurrentTaxYearAmt
Total	$38,550,835	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

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

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,121	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,724	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$20,290	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$13,004	CurrentTaxYearMinus1YearAmt
Current Tax Year	$57,406	CurrentTaxYearAmt
Total	$102,545	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$85,823,842	TotalSupportAmt
Gross Receipts Rltd Activities	$312,981,662	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.35031	PublicSupportCY170Pct
Public Support PY170	0.36962	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	PUBLIC SUPPORT TEST	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

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

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Assets Included	$3,801,950	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Held Works Art		HeldWorksArtGrp
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$255,955,406	BeginningYearBalanceAmt
Contributions	$1,056,365	ContributionsAmt
Investment Earnings Or Losses	-$2,235,333	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$14,959,036	GrantsOrScholarshipsAmt
Other Expenditures	-$125,488	OtherExpendituresAmt
End Year Balance	$239,942,890	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$265,590,566	BeginningYearBalanceAmt
Contributions	$6,251,460	ContributionsAmt
Investment Earnings Or Losses	-$1,257,862	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$14,703,758	GrantsOrScholarshipsAmt
Other Expenditures	-$75,000	OtherExpendituresAmt
End Year Balance	$255,955,406	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$252,949,637	BeginningYearBalanceAmt
Contributions	$603,835	ContributionsAmt
Investment Earnings Or Losses	$32,668,376	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$15,115,640	GrantsOrScholarshipsAmt
Other Expenditures	$5,515,642	OtherExpendituresAmt
End Year Balance	$265,590,566	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$250,622,946	BeginningYearBalanceAmt
Contributions	$2,165,441	ContributionsAmt
Investment Earnings Or Losses	$18,954,236	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$11,494,038	GrantsOrScholarshipsAmt
Other Expenditures	$7,298,948	OtherExpendituresAmt
End Year Balance	$252,949,637	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$268,982,899	BeginningYearBalanceAmt
Contributions	$745,477	ContributionsAmt
Investment Earnings Or Losses	-$6,611,292	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$12,176,057	GrantsOrScholarshipsAmt
Other Expenditures	$318,081	OtherExpendituresAmt
End Year Balance	$250,622,946	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.10560	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.36210	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.53230	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (true)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$6,455,893	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$111,509	OtherCostOrOtherBasisAmt
Book Value	$6,567,402	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$150,244,620	OtherCostOrOtherBasisAmt
Depreciation	$58,075,382	DepreciationAmt
Book Value	$92,169,238	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$427,083	OtherCostOrOtherBasisAmt
Depreciation	$142,695	DepreciationAmt
Book Value	$284,388	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$32,310,579	OtherCostOrOtherBasisAmt
Depreciation	$27,681,419	DepreciationAmt
Book Value	$4,629,160	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$17,311,378	OtherCostOrOtherBasisAmt
Depreciation	$13,681,691	DepreciationAmt
Book Value	$3,629,687	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$107,279,875	TotalBookValueLandBuildingsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
ACCRUED POST RETIREMENT BENEFITS	$8,361,737
DEFERRED COMPENSATION	$497,457

Field	Value	IRS element (for citing)
Total Liability	$8,859,194	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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.

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

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.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	EmployeeEmployeeCnt	Specific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean	Grantmaking	$2,610
East Asia and the Pacific	Grantmaking	$13,935
Europe (Including Iceland and Greenland)	Grantmaking	$54,559
Middle East and North Africa	Grantmaking	$6,000
South America	Grantmaking	$14,500
Europe (Including Iceland and Greenland)	Program Services	$89,439	3	Study Abroad Programs
South America	Program Services	$3,765	2	Study Abroad Programs
Europe (Including Iceland and Greenland)	Program Services	$33,002		Research
North America	Program Services	$16,093		Research
Sub-Saharan Africa	Program Services	-$767		Research
East Asia and the Pacific	Program Services	$921		Research

Field	Value	IRS element (for citing)
Subtotal Employees	5	SubtotalEmployeesCnt
Total Employee	5	TotalEmployeeCnt
Subtotal Spent	$234,057	SubtotalSpentAmt
Total Spent	$234,057	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (13 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
NEED BASED AWARDS	East Asia and the Pacific	4	$8,935	check
NEED BASED AWARDS	Europe (Including Iceland and Greenland)	15	$23,059	check
NEED BASED AWARDS	Middle East and North Africa	1	$6,000	check
NEED BASED AWARDS	South America	3	$7,000	check
NEED BASED AWARDS	Central America and the Caribbean	2	$1,100	check
MERIT BASED AWARDS	Central America and the Caribbean	1	$1,510	check
MERIT BASED AWARDS	East Asia and the Pacific	2	$5,000	check
MERIT BASED AWARDS	Europe (Including Iceland and Greenland)	12	$31,500	CHECK
MERIT BASED AWARDS	South America	3	$7,500	CHECK
FACULTY/STAFF DEVELOPMENT AND RESEARCH	Europe (Including Iceland and Greenland)	14	$33,002	CHECK OR CC
FACULTY/STAFF DEVELOPMENT AND RESEARCH	North America	11	$16,093	CHECK OR CC
FACULTY/STAFF DEVELOPMENT AND RESEARCH	Sub-Saharan Africa	1	-$767	CHECK OR CC
FACULTY/STAFF PRIVATE GRANTS	East Asia and the Pacific	1	$921	check

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule F, Part I, Line 2	FormAndLineReferenceDesc
Explanation	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 purview 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.	ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Jameson 5k	Event1Nm
Gross Receipts Event1	$20,292	GrossReceiptsEvent1Amt
Charitable Contri Event1	$19,345	CharitableContriEvent1Amt
Gross Revenue Event1	$947	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$259	NonCashPrizesEvent1Amt
Other Direct Expenses Event1	$3,746	OtherDirectExpensesEvent1Amt
Event2	Pirate Golf	Event2Nm
Gross Receipts Event2	$16,397	GrossReceiptsEvent2Amt
Charitable Contri Event2	$12,045	CharitableContriEvent2Amt
Gross Revenue Event2	$4,352	GrossRevenueEvent2Amt
Non Cash Prizes Event2	$713	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$4,600	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$2,525	FoodAndBeverageEvent2Amt
Other Direct Expenses Event2	$409	OtherDirectExpensesEvent2Amt
Other Events Total	1	OtherEventsTotalCnt
Gross Receipts Other Events	$5,334	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$4,113	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$1,221	GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events	$2,149	RentFcltyCostsOtherEventsAmt
Oth Direct Expnss Other Events	$181	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$42,023	GrossReceiptsTotalAmt
Charitable Contributions Tot	$35,503	CharitableContributionsTotAmt
Gross Revenue Total Events	$6,520	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$972	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$6,749	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$2,525	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$4,336	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$14,582	DirectExpenseSummaryEventsAmt
Net Income Summary	-$8,062	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
MERIT BASED AWARDS	2056	$26,143,123
NEED BASED AWARDS	1251	$3,877,984
OUTSIDE SCHOLARSHIPS	16	$113,272
FACULTY/STAFF SCHOLARSHIP	16	$262,920
PELL GRANT	419	$1,842,714
SEOG	176	$164,113
TUITION EXCHANGE	11	$205,835

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2	FormAndLineReferenceDesc
Explanation	Procedure for Monitoring Use of Grant Funds Inside U.S. The University made need-based and merit-based grants and scholarships to 1507 students in fiscal 2015, totaling $30,021,107. Additionally, 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 Dean 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.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	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 (8 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
Edward Burger
Trustee & President	$116,214	$0	$0	$0	$22,309	$0	$278,244	$0	$140,029	$0	$556,796	$0	$0	$0
Craig Erwin
VP for Finance & Admin	$179,352	$0	$0	$0	$0	$0	$12,747	$0	$10,357	$0	$202,456	$0	$0	$0
James W Hunt
Provost/Dean of Faculty	$73,056	$0	$0	$0	$358,250	$0	$5,145	$0	$3,504	$0	$439,955	$0	$0	$0
Pamela A McQuesten
VP of Info Services & CIO	$209,150	$0	$0	$0	$0	$0	$14,921	$0	$17,929	$0	$242,000	$0	$0	$0
Richard Roemer
Professor of Theatre	$64,049	$0	$119,100	$0	$0	$0	$4,508	$0	$3,008	$0	$190,665	$0	$0	$0
Alisa McAlister Gaunder
Dean of the Faculty	$149,999	$0	$0	$0	$0	$0	$10,848	$0	$14,358	$0	$175,205	$0	$0	$0
Gerald Brody
VP of Student Life	$136,189	$0	$0	$0	$13,551	$0	$10,631	$0	$20,336	$0	$180,707	$0	$0	$0
Paul J Gaffney
Dean Sarofim School Fine Arts	$131,608	$0	$50	$0	$8,615	$0	$9,859	$0	$14,897	$0	$165,029	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 Indemnification And Gross-Up Payments The University reimburses the president for income tax obligations related to university social and club dues. These gross-up payments are treated as taxable compensation and reported on IRS Form W-2. Health or Social Club Dues Or Initiation Fees The University provides a country club membership and other social club memberships for the President of the University. These memberships are 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 sevices 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 Jim Hunt received an additional amount of $358,250 on his final payment in May 2015. Incentive payment for voluntary retirement (VIRP) Richard Roemer received an amount of $119,100 in 2015.
Schedule J, Part I, Line 4b	supplement nonqualified retirement plan President Burger participated in a 457(f) plan - For calendar year 2015 University Contributions were $32,259 and personal contributions were $220,194.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	Riesel Education Facilities Corporation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	205312407	BondIssuerEIN
Bond Issued	2006-08-11	BondIssuedDt
Issue Price	$5,000,000	IssuePriceAmt
Purpose	Construct on-campus housing	PurposeDesc
Defeased	false	DefeasedInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Pool Financing	false	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$0	RetiredAmt
Bond Defeased	$0	BondDefeasedAmt
Total Proceeds	$5,000,000	TotalProceedsAmt
In Reserve Fund	$0	InReserveFundAmt
Capitalized Interest	$0	CapitalizedInterestAmt
Refunding Escrow	$0	RefundingEscrowAmt
Issuance Costs From Proceeds	$53,150	IssuanceCostsFromProceedsAmt
Credit Enhancement	$0	CreditEnhancementAmt
Working Capital Expenditures	$0	WorkingCapitalExpendituresAmt
Capital Expenditures	$4,946,850	CapitalExpendituresAmt
Other Spent Proceeds	$0	OtherSpentProceedsAmt
Unspent	$0	UnspentAmt
Substantial Completion	2008	SubstantialCompletionYr
Current Refunding	false	CurrentRefundingInd
Advance Refunding	false	AdvanceRefundingInd
Final Allocation Made	Yes (true)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (true)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	false	OwningBondFinancedPropertyInd
Any Lease Arrangements	false	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	false	MgmtContractBondFincdPropInd
Any Research Agreements	false	AnyResearchAgreementsInd
Private Bus Use By Others	0	PrivateBusUseByOthersPct
Bond Iss Meet Prvt Sec Pymt Test	false	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	false	ChangeInUseBondFinancedPropInd
Remedial Action Taken	false	RemedialActionTakenInd
Procs Nonqualified Bond Remdtd	false	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	false	Form8038TFiledInd
Rebate Not Due Yet	false	RebateNotDueYetInd
Exception To Rebate	Yes (true)	ExceptionToRebateInd
No Rebate Due	false	NoRebateDueInd
Variable Rate Issue	false	VariableRateIssueInd
Hedge Identified In Bks And Rec	false	HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

Field	Value	IRS element (for citing)
Business Name Line1	0	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Gross Proceeds Invested In GIC	false	GrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

Field	Value	IRS element (for citing)
Business Name Line1	0	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Gross Proceeds Invested	false	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (true)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (true)	ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxt	Cash GrantCashGrantAmt	Type Of AssistanceTypeOfAssistanceTxt	Assistance PurposeAssistancePurposeTxt
Students	$12,520	Tuition Remis	EDUCATION
Students	$54,000	Scholarships	EDUCATION

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArtGrp
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	$24,397	NoncashContributionsRptF990Amt
Method Of Determining Revenues	$1 or value stated	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
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
Noncash Contributions Rpt F990	$362,054	NoncashContributionsRptF990Amt
Method Of Determining Revenues	High-Low Avg.	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
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	Food donations	6	$1,238	value stated
Yes (X)	Equipment	2	$2	$1 or value stated
Yes (X)	Other	27	$12,797	$1 or value stated

Field	Value	IRS element (for citing)
Form8283 Received	2	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (true)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Sch M, Part I, Line 32b	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 $10,829,437 and $7,150,049, 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 University's 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, 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 tax auditing 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 Chief Financial Officer (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 auditing firm. 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/businessoffice/budget.php.
Form 990, Part XI, Line 9	Other Changes in net assets Change in value of split-interest agreements $(329,328) Post-Retirement Related Changes $(4,057,604) ------------- Total $(4,386,932)

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	Southwestern Foundation	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1001 East University Avenue	AddressLine1Txt
City	Georgetown	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78626	ZIPCd

Field	Value	IRS element (for citing)
EIN	742736740	EIN
Primary Activities	Property	PrimaryActivitiesTxt
Legal Domicile State	TX	LegalDomicileStateCd
Exempt Code Section	501(c)(3)	ExemptCodeSectionTxt
Public Charity Status	11-I	PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	SU	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Controlled Organization	Yes (true)	ControlledOrganizationInd

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	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	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	false	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	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	Southwestern Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	o	TransactionTypeTxt
Involved	$681,374	InvolvedAmt
Method Of Amount Determination	Gross wages	MethodOfAmountDeterminationTxt