2016-04-15T12:43:17-05:00 2015-05-31 BKD LLP 14241 DALLAS PKWY SUITE 1100 DALLAS TX 75254 990 2014-06-01 750800691 Texas Wesleyan University % CARON PATTON TEXA 8175316571 1201 Wesleyan St Fort Worth TX 76105 FREDERICK G SLABACH PRESIDENT 8175316571 2016-04-18 true Jeanette Verrelli P00742631 9727028262 2014 2016-08-17 19:52:53Z FREDERICK G SLABACH 1201 WESLEYAN ST FORT WORTH TX 76105 74208668 false X WWW.TXWES.EDU X 1890 TX TEXAS WESLEYAN UNIVERSITY, FOUNDED IN 1890 IN FORT WORTH, IS A UNITED METHODIST INSTITUTION WITH A TRADITION IN THE LIBERAL ARTS AND SCIENCES (CONTINUED ON SCHEDULE O) 47 45 919 47 7224 6224 5377139 5207400 51808405 55048303 41137592 2418446 5064936 4059891 103388072 66734040 9309205 12292923 0 0 29232032 30597815 0 0 1524137 20368217 21713636 58909454 64604374 44478618 2129666 130506689 144602408 18889697 30599057 111616992 114003351 X TEXAS WESLEYAN UNIVERSITY, FOUNDED IN 1890 IN FORT WORTH, IS A UNITED METHODIST INSTITUTION WITH A TRADITION IN THE LIBERAL ARTS AND SCIENCES WITH PROFESSIONAL AND CAREER PREPARATION. OUR MISSION AT TEXAS WESLEYAN UNIVERSITY IS TO DEVELOP STUDENTS TO THEIR FULL POTENTIAL AS INDIVIDUALS AND AS MEMBERS OF THE WORLD COMMUNITY. THE UNIVERSITY IS COMMITTED TO THE PRINCIPLES THAT EACH STUDENT DESERVES PERSONAL ATTENTION AND THAT ALL MEMBERS OF THE ACADEMIC COMMUNITY MUST HAVE FREEDOM TO PURSUE INDEPENDENT THOUGHT AND TO EXERCISE INTELLECTUAL CURIOSITY. THE UNIVERSITY ACTIVELY SEEKS AND EMPLOYS FACULTY AND STAFF WITH COMMITMENT AND DEDICATION TO TEACHING, INSPIRING, AND SERVING STUDENTS. TEXAS WESLEYAN UNIVERSITY RECOGNIZES ITS RESPONSIBILITY TO THE COMMUNITY BY PROVIDING LEADERSHIP AND TALENT THROUGH PROGRAMS THAT ENABLE AND ENRICH SOCIETY. THE UNIVERSITY ENDEAVORS TO CREATE A LEARNING ENVIRONMENT WHERE EACH STUDENT IS PROVIDED AN OPPORTUNITY TO PURSUE INDIVIDUAL EXCELLENCE, TO THINK CLEARLY false false 31600803 12292923 53144070 INSTRUCTION: TEXAS WESLEYAN UNIVERSITY OFFERS UNDERGRADUATE DEGREES IN THE SCHOOLS OF BUSINESS, ARTS AND LETTERS, EDUCATION, AND NATURAL AND SOCIAL SCIENCES. THE UNIVERSITY ADDED GRADUATE PROGRAMS IN EDUCATION IN THE 1970'S AND IN NURSE ANESTHESIA IN THE 1980'S. THE LAW SCHOOL OPENED IN 1990. BEGINNING IN 2007, THE UNIVERSITY OFFERS A DOCTORATE OF NURSE ANESTHESIA PRACTICE AND BEGINNING IN 2008 A DOCTORATE IN EDUCATION. THE UNIVERSITY OFFERS AN HONORS CURRICULUM AS WELL AS A PREPROFESSIONAL PROGRAM. ENDOWED FUNDS SUPPORT MANY ACADEMIC PROGRAMS BEYOND THE CLASSROOM. NUMEROUS STUDY ABROAD PROGRAMS ARE OFFERED THROUGHOUT THE YEAR WHICH COMBINE CLASSROOM LEARNING WITH A ONE TO TWO WEEK TRAVEL EXPERIENCE. OFFICIAL ENROLLMENT FOR THE FALL 2014 TERM INCLUDED 1,917 UNDERGRADUATE STUDENTS (FULL-TIME AND PART-TIME) AND 689 GRADUATE AND PROFESSIONAL STUDENTS FOR A TOTAL OF 2,606. 10292104 STUDENT SERVICES AND ACADEMIC SUPPORT: THE UNIVERSITY PROVIDES NUMEROUS SUPPORT SERVICES INCLUDING AN ACADEMIC SUCCESS CENTER, CAREER SERVICE CENTER, ADVISING CENTER, FRESHMAN EXPERIENCE PROGRAM, INTERNATIONAL PROGRAMS, COUNSELING, AND THE CENTER FOR EXCELLENCE IN TEACHING AND LEARNING. 3596526 3399582 HOUSING AND RESIDENT LIFE: THE UNIVERSITY OFFERS BOTH DORMITORY FACILITIES AS WELL AS THE WEST VILLAGE WHICH IS STYLED TOWARD AN APARTMENT TYPE LIVING ARRANGEMENT. THE MORTON FITNESS CENTER PROVIDES A FULL SERVICE FITNESS FACILITY OFFERING NUMEROUS FITNESS CLASSES. THE UNIVERSITY IS FORTUNATE TO HAVE A STRONG STUDENT GOVERNMENT ORGANIZATION UNITING 23 STUDENT ORGANIZATIONS. ALTHOUGH A MAJORITY OF THE STUDENTS COMMUTE TO CAMPUS, THERE REMAINS A CONCERTED EFFORT TO SUPPORT RESIDENTIAL STUDENTS, ESPECIALLY INTERNATIONAL STUDENTS AND STUDENT ATHLETES, WITH A VIBRANT CAMPUS LIFE. 45489433 true true false false false false false false false true true true false true true false true false true false true false false false true false false false true true true false true false false false false false false true false true false false false false true false false false true 142 0 true 919 true true true false false false false true true false false false false X 47 45 false false true false false false false true true false false true true true true true true true false false X CARON PATTON 8175316571 1201 WESLEYAN ST FORT WORTH TX 76105 X KELLY ALLEN GRAY TRUSTEE 2.0 0.0 X 0 0 0 VICKIE STEVENS TRUSTEE 2.0 0.0 X 0 0 0 TIMOTHY K BRUSTER TRUSTEE 2.0 0.0 X 0 0 0 TIM CARTER TRUSTEE 2.0 0.0 X 0 0 0 THOMAS LOCKE TRUSTEE 2.0 0.0 X 0 0 0 ROY C BROOKS TRUSTEE 2.0 0.0 X 0 0 0 ROBERT M LANSFORD TRUSTEE 2.0 0.0 X 0 0 0 RICE TILLEY JR TRUSTEE 2.0 0.0 X 0 0 0 PAT EVANS TRUSTEE 2.0 0.0 X 0 0 0 NORMA ROBY TRUSTEE 2.0 0.0 X 6829 0 0 NICK SHOLARS TRUSTEE 2.0 0.0 X 0 0 0 MAX M WAYMAN TRUSTEE 2.0 0.0 X 0 0 0 MARK WALKER TRUSTEE 2.0 0.0 X 0 0 0 LOUELLA MARTIN TRUSTEE 2.0 0.0 X 0 0 0 LAMAR SMITH TRUSTEE 2.0 0.0 X 0 0 0 KENNETH JONES IMMEDIATE PAST CHAIRMAN 5.0 0.0 X X 0 0 0 KATHLEEN HICKS TRUSTEE 2.0 0.0 X 0 0 0 JOHN MURPHEY TRUSTEE 2.0 0.0 X 0 0 0 JERRY CHISM TRUSTEE 2.0 0.0 X 0 0 0 JEFFREY SMITH TRUSTEE 2.0 0.0 X 0 0 0 JANIE FARIS TRUSTEE 2.0 0.0 X 3400 0 0 JAN FERSING TRUSTEE 2.0 0.0 X 0 0 0 J MICHAEL LOWRY TRUSTEE 2.0 0.0 X 0 0 0 GREG PHILLIPS TRUSTEE 2.0 0.0 X 6003 0 0 GLENN O LEWIS TRUSTEE 2.0 0.0 X 0 0 0 GLEN W HAHN TRUSTEE 2.0 0.0 X 0 0 0 GEORGE LEONE TRUSTEE 2.0 0.0 X 2001 0 0 GARY TERRY TRUSTEE 2.0 0.0 X 0 0 0 DAVID PARKER TRUSTEE 2.0 0.0 X 0 0 0 DAN BOULWARE VICE CHAIRMAN 5.0 0.0 X X 0 0 0 CLAUDIA STEPP TRUSTEE 2.0 0.0 X 0 0 0 CHARLES R MILLIKAN TRUSTEE 2.0 0.0 X 0 0 0 BEVERLY VOLKMAN-POWELL CHAIRMAN OF THE BOARD 5.0 0.0 X X 0 0 0 ANTHONY VINSON TRUSTEE 2.0 0.0 X 0 0 0 JUDSON CRAMER TRUSTEE/CHAIRMAN'S COUNCIL 0.0 0.0 X 0 0 0 GARY CUMBIE TRUSTEE/CHAIRMAN'S COUNCIL 0.0 0.0 X 0 0 0 LOREN HANSON TRUSTEE/CHAIRMAN'S COUNCIL 0.0 0.0 X 0 0 0 JOHN MADDUX TRUSTEE/CHAIRMAN'S COUNCIL 0.0 0.0 X 0 0 0 JAMES NICHOLS TRUSTEE/CHAIRMAN'S COUNCIL 0.0 0.0 X 0 0 0 JAMES S DUBOSE TRUSTEE 2.0 0.0 X 0 0 0 TOMPIE HALL TRUSTEE 2.0 0.0 X 0 0 0 J ROY LOWRY TRUSTEE 2.0 0.0 X 0 0 0 MARK MA TRUSTEE 2.0 0.0 X 0 0 0 SHARON MILLIANS TRUSTEE 2.0 0.0 X 0 0 0 MICHAEL WILLIAMS TRUSTEE 2.0 0.0 X 0 0 0 JERRY WOOD TRUSTEE 2.0 0.0 X 0 0 0 ANNE STREET TRUSTEE/CHAIRMAN'S COUNCIL 0.0 0.0 X 6670 0 0 PATI ALEXANDER VP ENROLLMENT & STUDENT SVCS 40.0 0.0 X 127016 0 15560 ALLEN HENDERSON PROVOST 40.0 0.0 X 150230 0 23958 JIM LEWIS VP ADVANCEMENT: START 10/23/14 40.0 0.0 X 48967 0 2200 JOHN VEILLEUX VP MARKETING & COMMUNICATIONS 40.0 0.0 X 156950 0 18143 KAREN MONTGOMERY VP OF FINANCE & ADMINISTRATION 40.0 0.0 X 155224 0 16181 FREDERICK G SLABACH PRESIDENT 40.0 0.0 X 337389 0 34765 JOAN CANTY VP ADVANCEMENT TERM: 7/1/14 40.0 0.0 X 83910 0 4072 PAUL AUSTIN PROFESSOR - NURSE ANESTHESIA 40.0 0.0 X 214294 0 11102 DEBRA MALOY DIRECTOR OF GPNA 40.0 0.0 X 188095 0 16347 RICARDO RODRIGUEZ PROFESSOR - CHEMISTRY/MCCAN 40.0 0.0 X 168255 0 20021 TITO TUBOG INTERIM ASST DIR/ASST PROF 40.0 0.0 X 160472 0 14934 HECTOR QUINTANILLA DEAN, SCHOOL OF BUSINESS ADMIN 40.0 0.0 X 128803 0 14006 1944508 0 191289 23 false true false Thos S Byrne Ltd 2601 Scott Avenue Suite 300 FORT WORTH TX 76103 GENERAL CONTRACTOR 4147560 Way Service Ltd 5308 Ashbrook HOUSTON TX 77081 MECHANICAL SERVICES 3457104 Freer Mechanical Contractors NE 16th St FORT WORTH TX 76102 MECHANICAL SERVICES 918050 Steele Freeman Inc 1301 Lawson Rd FORT WORTH TX 76131 GENERAL CONTRACTOR 509008 Aramark Food and Support Srvs Group 1199 S Belt Line Rd COPPELL TX 75019 FOOD SERVICE 498603 13 X 145435 1173348 3888617 49559 5207400 STUDENT TUITION AND FEES 611600 51636678 51636678 HOUSING AND MEALS 531110 3399423 3399423 LAW BOOKSTORE 451211 12202 12202 55048303 857416 -1054 858470 0 719091 719091 2004597 103787 1900810 0 1900810 8278 1892532 8833098 7272068 1561030 1561030 1561030 43414 145435 98773 -55359 -55359 0 0 MISCELLANEOUS REVENUE 900099 1471529 1471529 COLLECTION OF BAD DEBTS 611600 19695 19695 CRNA Fees 900099 1470 1470 2655 2655 1495349 66734040 56543652 7224 4975764 0 12292923 12292923 0 0 1053990 292844 458742 302404 133035 68591 0 64444 23891829 17759631 5567611 564587 418616 302477 100591 15548 3286369 2349797 789702 146870 1813976 1310712 435892 67372 3763571 1921703 1758457 83411 54032 54032 124432 124432 0 0 34518 34518 734657 529144 151598 53915 1286647 176002 1110645 0 2885273 1323389 1516693 45191 295137 295137 0 1758334 211647 1546687 1748478 1414937 263713 69828 0 149682 103406 34178 12098 343373 343373 0 3188661 2959366 229295 673906 34050 639856 DUES 951393 141640 738337 71416 BAD DEBT 870523 870523 EQUIPMENT AND LIBRARY 1848822 1016931 828995 2896 RECRUITING 189239 65124 123989 126 812958 344596 444331 24031 64604374 45489433 17590804 1524137 4394855 6002822 0 0 1205663 182089 1763984 3563492 0 0 0 0 22416053 17150643 0 0 1120958 1166463 95349102 37659823 46211174 57689279 33413077 39470219 9828645 9094126 0 0 0 0 10152280 10283275 130506689 144602408 6490401 9140196 9933 -1422 2299368 3378898 5373352 11760300 0 0 0 0 0 0 3900000 5476719 816643 844366 18889697 30599057 X 63883380 68323739 16083042 12225728 31650570 33453884 111616992 114003351 130506689 144602408 X 2129666 121376 135317 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40693447 15453505 2542830 999475 1261936 56428371 38469391 71041 3677092 1284125 239952 40693447 35210117 163945 4399316 1303987 38469391 37748281 5567441 -2009422 1119083 4977100 35210117 33886401 788917 6097065 566663 2457439 37748281 0.23480 0.59290 0.17230 true false 1268136 1268136 62456681 25301281 37155400 5131383 882373 4249010 13038385 8661900 4376485 13454517 2814269 10640248 57689279 INVESTMENTS - OTHER SECURITIES 9094126 F 9094126 BENEFICIAL INTEREST IN TRUSTS 10283275 10283275 0 CAPITAL LEASE OBLIGATIONS 595071 INTEREST RATE SWAP AGREEMENTS 249295 844366 X 54900370 121376 -12157606 -12036230 66936600 -202560 -202560 66734040 52514011 202560 202560 52311451 12292923 12292923 64604374 SCHEDULE D, PART V, LINE 4 INTENDED USE OF ENDOWMENT FUNDS THE ORIGINAL CORPUS OF ENDOWMENT FUNDS WILL REMAIN UNSPENT. EARNINGS FROM THE INVESTED ENDOWMENT FUNDS ARE UTILIZED FOR SCHOLARSHIPS, SUPPORT OF THE LIBRARIES, AND PROGRAM SUPPORT IN ACCORDANCE WITH ENDOWMENT SPENDING POLICY. SCHEDULE D, PART X, LINE 2 LIABILITY FOR UNCERTAIN TAX POSITIONS: The University is exempt from income taxes under Section 501 of the Internal Revenue Code and a similar provision of state law. However, the University is subject to federal income tax on any unrelated business taxable income. The University files tax returns in the U.S. federal jurisdiction. With a few exceptions, the University is no longer subject to U.S. federal examinations by tax authorities for years before 2011. SCHEDULE D, PART XI, LINE 2D RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH RETURN: SCHOLARSHIPS $(12,292,923) CHANGE IN BENEFICIAL INTEREST IN TRUSTS 135,317 ------------- TOTAL $(12,157,606) SCHEDULE D, PART XI, LINE 4B RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH RETURN: RENTAL EXPENSE $(103,787) FUNDRAISING EXPENSE (98,773) ----------- TOTAL $(202,560) SCHEDULE D, PART XII, LINE 2D RECONCILIATION OF EXPENSE PER AUDITED FINANCIAL STATEMENTS WITH RETURN: RENTAL EXPENSE $103,787 FUNDRAISING EXPENSE 98,773 --------- TOTAL $202,560 SCHEDULE D, PART XII, LINE 4B RECONCILIATION OF EXPENSE PER AUDITED FINANCIAL STATEMENTS WITH RETURN: SCHOLARSHIPS $12,292,923 SCHEDULE D, PART V, LINE 1 RESTATEMENT OF PRIOR YEARS: IN 2013, AMOUNTS WERE RESTATED TO PROPERLY REFLECT ORIGINAL DONOR INTENT AND INVESTMENT RETURN ON DONOR-RESTRICTED ENDOWMENTS. THE AMOUNTS IN COLUMNS C, D & E HAVE BEEN RESTATED IN THE CURRENT YEAR SO THAT BEGINNING BALANCES WILL EQUAL ENDING BALANCES. true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 HOW THE RACIALLY NONDISCRIMATORY POLICY IS PUBLICIZED: THE ORGANIZATION'S RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN THE STUDENT HANDBOOK, UNIVERSITY CATALOG, AND THE WEBSITE. SCHEDULE E, PART I, LINE 6A FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT AGENCY: THE ORGANIZATION RECEIVES FEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITIES GRANTS, WORK STUDY, PELL GRANTS, UPWARD BOUND GRANTS, DIRECT STUDENT LOANS AND TEACHER EDUCATION ASSISTANCE GRANTS. false Europe (Including Iceland and Greenland) Program Services INSTRUCTION 94873 South America Program Services INSTRUCTION 47514 East Asia and the Pacific Program Services INSTRUCTION 261288 Central America and the Caribbean Program Services INSTRUCTION 76798 Central America and the Caribbean Investments 5268045 5748518 5748518 false false false false false false BU HALL OF FAME 111250 111250 21454 3506 5007 O.D. BOUNDS 50030 34185 15845 68806 15 27569 27569 188849 145435 43414 21454 3506 73813 98773 -55359 true STUDENT SCHOLARSHIPS 2003 12292923 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS: TEXAS WESLEYAN UNIVERSITY'S OFFICE OF FINANCIAL AID ADMINISTERS MULTIPLE FEDERAL, STATE, PRIVATE, AND UNIVERSITY GRANTS, SCHOLARSHIPS, LOAN AND WORK STUDY AWARDS. FEDERAL AND STATE PROGRAMS ARE ADMINISTERED ACCORDING TO THE U.S. LAW AND REGULATIONS PROMULGATED BY THE U.S. DEPARTMENT OF EDUCATION AND THE U.S. DEPARTMENT HEALTH AND HUMAN SERVICES AS WELL AS THE REGULATIONS OF THE STATE OF TEXAS. UNIVERSITY SCHOLARSHIPS AND GRANTS ARE ADMINISTERED ACCORDING TO THE POLICIES OF THE OFFICE OF FINANCIAL AID IN SUPPORT OF THE UNIVERSITY'S STRATEGIC PLAN. THE FINANCIAL AID OFFICE USES THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) AND A NUMBER OF SUPPORTING DOCUMENTS OF VERIFICATION TO DETERMINE A STUDENT'S ELIGIBILITY FOR ALL NEED BASED PROGRAMS. ADDITIONALLY, STUDENTS' ELIGIBILITY IS DETERMINED BASED UPON ACADEMIC QUALIFICATIONS, SPECIAL TALENTS, AND DONOR STIPULATED REQUIREMENTS. POLICIES AND PROCEDURES ENSURE THAT THE DETERMINATION OF AID ELIGIBILITY AND THE SUBSEQUENT DELIVERY OF AID IS DELIVERED IN A FAIR AND EQUITABLE MANNER. X X true true X X X false false false false false false false false false ALLEN HENDERSON PROVOST 150230 0 0 0 0 0 8327 0 15631 0 174188 0 JOHN VEILLEUX VP MARKETING & COMMUNICATIONS 138950 0 0 0 18000 0 8353 0 9790 0 175093 0 KAREN MONTGOMERY VP OF FINANCE & ADMINISTRATION 155224 0 0 0 0 0 7140 0 9041 0 171405 0 FREDERICK G SLABACH PRESIDENT 299989 0 0 0 37400 0 12765 0 22000 0 372154 0 PAUL AUSTIN PROFESSOR - NURSE ANESTHESIA 214294 0 0 0 0 0 11102 0 0 0 225396 0 DEBRA MALOY DIRECTOR OF GPNA 188095 0 0 0 0 0 9781 0 6566 0 204442 0 RICARDO RODRIGUEZ PROFESSOR - CHEMISTRY/MCCAN 149472 0 0 0 18783 0 4390 0 15631 0 188276 0 TITO TUBOG INTERIM ASST DIR/ASST PROF 160472 0 0 0 0 0 8368 0 6566 0 175406 0 SCHEDULE J, PART I, LINE 1A DESCRIPTION OF BENEFITS: ALL AMOUNTS PAID FOR HOUSING ALLOWANCES AND SOCIAL CLUB DUES ARE INCLUDED IN EMPLOYEE FORMS W-2 TAXABLE INCOME AS FOLLOWS: HOUSING ALLOWANCES - JOHN VEILLEUX, FREDERICK G. SLABACH SOCIAL CLUB DUES - FREDERICK G. SLABACH A HACKBERRY CULTURAL EDUCATION FACILITIES FINANCE 752237898 XXXXXXXXX 2012-07-26 12400000 PROMISSORY NOTE (TWU) SERIES 2012 true false false B HACKBERRY CULTURAL EDUCATION FACILITIES FINANCE 752237898 XXXXXXXXX 2014-10-21 6700000 EM CONSTRUCTION PROJECT true false false A 0 0 12400000 0 0 0 0 0 0 12400000 0 0 2005 true false true true B 0 0 6700000 0 0 0 123540 0 0 6576460 0 0 2017 false false true true A false false false false 0 false false false true B false false false false 0 false false false true A false true false false false false 0 false 0 false false B false true false false false false 0 false 0 false false A false B false SCHEDULE K, PART I REFINANCED BONDS: TEXAS WESLEYAN UNIVERSITY SERIES 2010 REVENUE BONDS ISSUE DATE 12/22/2010 SCHEDULE K, PART IV, LINE 7 PROCEDURES TO MONITOR REQUIREMENTS OF SECTION 148: THE ORGANIZATION RELIES ON ITS INDEPENDENT FINANCIAL ADVISOR TO MONITOR COMPLIANCE WITH THE ARBITRAGE, YIELD RESTRICTION AND REBATE REQUIREMENTS UNDER CODE SECTION 148. GINA PHILLIPS SISTER IN LAW OF TRUSTEE 64444 SALARIES/WAGES false KEVIN MILLIKAN SON OF TRUSTEE MILLIKAN 68591 SALARIES/WAGES false X 3 49559 FMV 0 false true false FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW FORM 990: THE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE FORM 990. ONCE PREPARED, THE FORM IS REVIEWED BY UNIVERSITY STAFF. IT IS THEN PROVIDED TO THE TRUSTEES FOR COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY: ANNUALLY, THE CONFLICT OF INTEREST QUESTIONNAIRE IS DISTRIBUTED TO OFFICERS, TRUSTEES AND KEY EMPLOYEES FOR COMPLETION. THE COMPLETED FORMS ARE REVIEWED AND ANY POTENTIAL CONFLICTS ARE DISCUSSED WITH THE BOARD FOR ACTION. IN ADDITION, TRUSTEES ARE ASKED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AT EACH BOARD MEETING AND EXECUTIVE COMMITTEE MEETING. FORM 990, PART VI, SECTION B, LINE 15A REVIEW OF CEO COMPENSATION: THE UNIVERSITY USES NATIONAL COMPENSATION SURVEYS TO DETERMINE COMPENSATION OF THE CEO. COMPENSATION IS THEN APPROVED BY THE UNIVERSITY'S BOARD OF TRUSTEES. THE LAST REVIEW OF COMPENSATION WAS CONDUCTED IN SEPTEMBER 2015 BY THE PERSONNEL COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS: GOVERNING DOCUMENTS, UNIVERSITY POLICIES, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS: CHANGE IN BENEFICIAL INTEREST IN TRUSTS $135,317 FORM 990, PART I, LINE 1 ORGANIZATION'S MISSION: (CONT. FROM PAGE 1) WITH PROFESSIONAL AND CAREER PREPARATION. OUR MISSION AT TEXAS WESLEYAN UNIVERSITY IS TO DEVELOP STUDENTS TO THEIR FULL POTENTIAL AS INDIVIDUALS AND AS MEMBERS OF THE WORLD COMMUNITY. THE UNIVERSITY IS COMMITTED TO THE PRINCIPLES THAT EACH STUDENT DESERVES PERSONAL ATTENTION AND THAT ALL MEMBERS OF THE ACADEMIC COMMUNITY MUST HAVE FREEDOM TO PURSUE INDEPENDENT THOUGHT AND TO EXERCISE INTELLECTUAL CURIOSITY. THE UNIVERSITY ACTIVELY SEEKS AND EMPLOYS FACULTY AND STAFF WITH COMMITMENT AND DEDICATION TO TEACHING, INSPIRING, AND SERVING STUDENTS. TEXAS WESLEYAN UNIVERSITY RECOGNIZES ITS RESPONSIBILITY TO THE COMMUNITY BY PROVIDING LEADERSHIP AND TALENT THROUGH PROGRAMS THAT ENABLE AND ENRICH SOCIETY. THE UNIVERSITY ENDEAVORS TO CREATE A LEARNING ENVIRONMENT WHERE EACH STUDENT IS PROVIDED AN OPPORTUNITY TO PURSUE INDIVIDUAL EXCELLENCE, TO THINK CLEARLY AND CREATIVELY, TO COMMUNICATE EFFECTIVELY, AND TO DEVELOP SPIRITUAL SENSITIVITY, WITH A COMMITMENT TO MORAL DISCRIMINATION AND ACTION, AND WITH A SENSE OF CIVIC RESPONSIBILITY. TEXAS WESLEYAN UNIVERSITY STRIVES TO DEVELOP INFORMED, RESPONSIBLE, AND ARTICULATE CITIZENS. FORM 990, PART VI, SECTION A, LINE 1A DELEGATION OF AUTHORITY: AN EXECUTIVE COMMITTEE IS ELECTED BY THE BOARD AND IS ABLE TO EXERCISE ALL THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE UNIVERSITY BETWEEN BOARD MEETINGS. FORM 990, PART VI, SECTION A, LINE 4 SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS: THE BYLAWS OF TEXAS WESLEYAN UNIVERSITY WERE AMENDED ON 04/17/2015. THE COMPOSITION OF THE BOARD WILL NOW BE COMPOSED OF NO MORE THAN 46 TRUSTEES AND THE TERM OF EACH TRUSTEE OF THE BOARD WILL BE 4 YEARS. TRUSTEES MAY SERVE THREE (3) FOUR YEAR TERMS, AND UPON COMPLETION OF THESE TERMS, THEY MUST ROTATE OFF THE BOARD FOR AT LEAST ONE YEAR. ADDITIONALLY, THERE ARE NOW ONLY 4 STANDING COMMITTEES WHICH INCLUDE: THE GOVERNANCE COMMITTEE, THE ACADEMIC AFFAIRS AND STUDENT LIFE COMMITTEE, THE FINANCE AND AUDIT COMMITTEE, AND THE ADVANCEMENT COMMITTEE. CHARITABLE REMAINDER TRUSTS (6) TRUST TX NA TRUST false false false false false false false false false false false false false false false false false false false