2015-04-15T11:18:09-05:00 2014-05-31 BKD LLP 2800 Post Oak Blvd Ste 3200 HOUSTON TX 77056 990 2013-06-01 750800691 Texas Wesleyan University % KAREN MONTGOMERY TEXA 8175316571 1201 Wesleyan St Suite Fort Worth TX 76105 FREDERICK G SLABACH PRESIDENT 8175316571 2015-04-15 true M Paige Gerich P00226776 8175316571 2013 2016-02-25 16:41:14Z FREDERICK G SLABACH 1201 WESLEYAN ST FORT WORTH TX 76105 144532528 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) 45 42 1111 39 0 0 5606587 5377139 66946811 51808405 600295 41137592 1874287 5064936 75027980 103388072 11387286 9309205 0 0 36710970 29232032 0 0 1359562 23156754 20368217 71255010 58909454 3772970 44478618 103768154 130506689 35653489 18889697 68114665 111616992 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 30954706 9309205 51403451 INSTRUCTION: TEXAS WESLEYAN UNIVERSITY OFFERS UNDERGRADUATE DEGREES IN THE SCHOOLS OF BUSINESS, ARTS & 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 2013 TERM INCLUDED 1,724 UNDERGRADUATE STUDENTS (FULL-TIME AND PART-TIME) AND 673 GRADUATE AND PROFESSIONAL STUDENTS FOR A TOTAL OF 2,397. 9879653 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. 3467922 2915177 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. 44302281 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 184 0 true 1111 true false false false false false true true false false false false X 45 42 false false true false false false false true true false false true true true true true true true false false X KAREN MONTGOMERY 8175316579 1201 WESLEYAN ST FORT WORTH TX 76105 Dan Boulware secretary 5.0 0.0 X X Roy C Brooks trustee 2.0 0.0 X tim bruster trustee 2.0 0.0 X tim carter trustee 2.0 0.0 X jerry chism trustee 2.0 0.0 X pat evans trustee 2.0 0.0 X janie faris trustee 2.0 0.0 X 3400 jan fersing trustee 2.0 0.0 X 9361 glen hahn trustee 2.0 0.0 X kathleen hicks trustee 2.0 0.0 X kenneth jones chairman 5.0 0.0 X X robert lansford trustee 2.0 0.0 X george f leone trustee 2.0 0.0 X glenn o lewis trustee 2.0 0.0 X thomas r locke trustee 2.0 0.0 X j michael lowry trustee 2.0 0.0 X louella martin trustee 2.0 0.0 X charles millikan trustee 2.0 0.0 X john r murphey trustee 2.0 0.0 X david parker trustee 2.0 0.0 X 2800 greg phillips trustee 2.0 0.0 X norma roby trustee 2.0 0.0 X 8329 nick sholars trustee 2.0 0.0 X anne street past chair 2.0 0.0 X X 1905 jeffrey a smith trustee 2.0 0.0 X lamar smith trustee 2.0 0.0 X claudia stepp trustee 2.0 0.0 X vickie stevens trustee 2.0 0.0 X gary terry trustee 2.0 0.0 X rice m tilley jr trustee 2.0 0.0 X anthony vinson trustee 2.0 0.0 X beverly volkman-powell vice chairman 5.0 0.0 X X mark walker trustee 2.0 0.0 X max m wayman trustee 2.0 0.0 X john maddux trustee/chairman's council 2.0 0.0 X 7361 judson cramer trustee/chairman's council 0.0 0.0 X gary cumbie trustee/chairman's council 0.0 0.0 X loren hanson trustee/chairman's council 0.0 0.0 X james nichols trustee/chairman's council 0.0 0.0 X lowell smith trustee/chairman's council 0.0 0.0 X brodie hyde ii trustee/chairman's council 0.0 0.0 X James Dubose Trustee 2.0 0.0 X 0 0 0 Tompie Hall Trustee 2.0 0.0 X J Roy Lowry Trustee 2.0 0.0 X 0 0 0 Mark Ma trustee 2.0 0.0 X michael williams trustee 2.0 0.0 X Jerry Wood trustee 2.0 0.0 X frederick g slabach president 40.0 0.0 X 308930 0 26580 pati alexander vp enrollment & student svcs 40.0 0.0 X 124853 0 11462 joan canty vp advancement 40.0 0.0 X 132064 0 5071 allen henderson provost & senior vp 40.0 0.0 X 148304 0 18449 karen l montgomery vp finance & admin 40.0 X 158975 0 12037 john veilleux vp marketing & communication 40.0 0.0 X 161187 0 11575 debra maloy director of gpna 40.0 0.0 X 188412 0 10174 paul austin professor - nurse anesthesia 40.0 0.0 X 208699 0 4174 ricardo rodriguez professor - chemistry/mccann 40.0 0.0 X 164818 0 18534 dion gabaldon asst professor of gpna 40.0 0.0 X 138250 0 21692 terri kane asst professor of gpna 40.0 0.0 X 145643 0 14543 tito tubog asst dir/asst prof of gpna 40.0 0.0 X 156109 0 9531 2069400 0 163822 39 false true false GUARDSMARK LLC 22 South Second Street MEMPHIS TN 38103 SECURITY SERVICES 498758 Parker Associates LP RC 604 E 4th Street Suite 101 FORT WORTH TX 76102 accounting services 150170 Future Com LTD 807 Forest Ridge Drive suite 105 BEDFORD TX 76022 it services/network 231963 embanet-compass 105 GORDON BAKER ROAD SUITE 300 TORONTO ONTARIO CA M2H3 online courses 251580 mclemore building maintenance inc 110 fargo HOUSTON TX 77006 housekeeping service 458145 27 X 110420 1231954 4034765 1853059 5377139 TUITION AND FEES 611600 48726553 48726553 HOUSING AND MEALS 531110 2915177 2915177 LAW BOOKSTORE 451211 166675 166675 51808405 534328 534328 0 1051455 1051455 1681253 157586 1523667 0 1523667 1523667 27617677 53900000 23658857 17255556 3958820 36644444 40603264 40603264 52048 110420 72457 -20409 -20409 0 0 MISCELLANEOUS REVENUE 900099 2361059 2361059 COLLECTION OF BAD DEBTS 611600 20061 20061 CRNA FEES 900099 129103 129103 2510223 103388072 54318628 43692305 0 9309205 9309205 0 0 1344589 1023021 275495 46073 138099 72379 65720 22857918 17423970 4711694 722254 648051 493064 132781 22206 2467036 1877026 505475 84535 1776339 1351515 363957 60867 3555060 2814895 682726 57439 120985 120985 106835 17500 89335 0 0 20480 20480 862030 632312 179963 49755 1112634 61497 998696 52441 2332959 1478972 773089 80898 0 0 1878255 1588200 290055 1749560 1605851 90407 53302 0 140658 104139 28891 7628 495709 495709 0 2826807 2402786 424021 654021 90126 563895 DUES 1115863 139757 945067 31039 BAD DEBT EXPENSE 549964 549964 0 0 EQUIPMENT & LIBRARY 1138416 784017 350836 3563 RECRUITING 400822 45304 355518 0 1307159 436781 848536 21842 58909454 44302281 13247611 1359562 3132689 4394855 0 0 1811847 1205663 2368659 1763984 0 0 0 0 0 22416053 130868 0 1051184 1120958 80694521 34483347 45899204 46211174 21537466 33413077 4065139 9828645 0 0 0 0 23771098 10152280 103768154 130506689 7671395 6490401 2747 9933 3073344 2299368 12400000 5373352 0 0 0 0 7700000 0 4500000 3900000 306003 816643 35653489 18889697 X 24954624 63883380 11947887 16083042 31212154 31650570 68114665 111616992 103768154 130506689 X 44478618 -1536610 560319 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38469391 71041 3677092 1284125 239952 40693447 35210117 163945 4399316 1303987 38469391 37748281 1007999 -2009422 841079 5255104 30650675 34877498 788917 5105968 451273 2572829 37748281 32337181 195764 3772111 386419 1041139 34877498 0.00000 0.77778 0.22222 true false 1168062 1168062 57648741 23981334 33667407 3436927 802084 2634843 12713495 7056041 5657454 5727296 2643888 3083408 46211174 INVESTMENTS - OTHER SECURITIES 9828645 F 9828645 BENEFICIAL INTEREST IN TRUSTS 10147958 DUE TO/FROM & TRANSFERS 4322 10152280 0 CAPITAL LEASE OBLIGATIONS 812623 INTEREST RATE SWAP AGREEMENT 4020 816643 X 93328325 -1536610 -8732700 -10269310 103597635 20480 -230043 -209563 103388072 49825998 230043 230043 49595955 20480 9293019 9313499 58909454 schedule d, part v, line 1 restatement of prior year: The beginning balance of column b does not equal the ending balance of column c, because the organization's endowment funds were restated to properly reflect original donor intent and investment return on donor-restricted endowments. Schedule d, part v, line 4 intended uses of the endowment fund: 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 2010. schedule d, part xi, line 2d Reconciliation of Revenue per audited financial statements with return: Scholarships $(9,309,205) Change in Beneficial interest in trusts 560,319 other classification differences 16,186 ------------------- total $(8,732,700) schedule d, part xi, line 4b Reconciliation of Revenue per audited financial statements with return: Rental Expense $(157,586) Fundraising Expense (72,457) ---------------------- total $(230,043) schedule d, part xii, line 2d Reconciliation of Expense per Audited Financial Statements with Return: Fundraising Expense $ 72,457 Rental Expense 157,586 ------------------ total $ 230,043 schedule d, part xii, line 4b Reconciliation of Expense per Audited Financial Statements with Return: Scholarships $ 9,309,205 other classification differences (16,186) -------------------- total $ 9,293,019 true true true true true true true false false false false false false false false true false true schedule e, part i, line 3 HOW THE RACIALLY NONDISCRIMINATORY POLICY IS PUBLICIZED: THE ORGANIZATION'S RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN THE STUDENT HANDBOOK, UNIVERSITY CATALOG AND THE WEBSITE. schedule e, part i, line 6a Financial aid or assistance from a government agency: The organization receives federal supplemental education opportunities grants, work study, pell grants, upward bound grants, direct student loans and teacher education assistance grants. Europe (Including Iceland and Greenland) Program Services INSTRUCTION 275146 South America Program Services Instruction 175177 East Asia and the Pacific Program Services Instruction 98527 Central America and the Caribbean Program Services Instruction 69687 Central America and the Caribbean Investments 5745203 6363740 6363740 true false false false true false Bu Hall of Fame 62050 62050 17199 6673 865 OD Bounds 58245 48370 9875 811 46909 7 42173 42173 162468 110420 52048 17199 7484 47774 72457 -20409 true STUDENT SCHOLARSHIPS 1659 9309205 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 frederick g slabach president 272628 0 22500 0 13802 0 5100 0 21480 0 335510 0 0 0 allen henderson provost & senior vp 144804 0 3500 0 0 0 3168 0 15281 0 166753 0 0 0 karen l montgomery vp finance & admin 148475 0 10500 0 0 0 3246 0 8791 0 171012 0 0 0 john veilleux vp marketing & communication 132687 0 10500 0 18000 0 3309 0 8266 0 172762 0 0 0 debra maloy director of gpna 187912 0 500 0 0 0 3783 0 6391 0 198586 0 0 0 paul austin professor - nurse anesthesia 208199 0 500 0 0 0 4174 0 0 0 212873 0 0 0 ricardo rodriguez professor - chemistry/mccann 164318 0 500 0 0 0 3253 0 15281 0 183352 0 0 0 dion gabaldon asst professor of gpna 137750 0 500 0 0 0 3040 0 18652 0 159942 0 0 0 terri kane asst professor of gpna 145143 0 500 0 0 0 3040 0 11503 0 160186 0 0 0 tito tubog asst dir/asst prof of gpna 155609 0 500 0 0 0 3140 0 6391 0 165640 0 0 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 SOCIAL CLUB DUES - FREDERICK G. SLABACH A Hackberry Cultural Education Facilities FInancial 752237898 xxxxxxxxx 2012-07-26 12400000 Promissory Note (TWU) series 2012 true false false A 0 0 12400000 0 0 0 0 0 0 12400000 0 0 true false true true A false false false false 0 false false false true A false true false false false false 0 false 0 false false A false Schedule K, Part I Refinanced Bonds: Texas Wesleyan University series 2010 revenue bonds issue date 12/22/2010 Schedule K, part iv 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 65720 salaries/wages false kevin millikan SON OF TRUSTEE MILLIKAN 72379 SALARIES/WAGES false X 9 1843559 FMV X Baldwin Grand Piano 1 9500 fmv false true false 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 organization amended its bylaws on November 15, 2013. Vice Presidents who are employees were listed in the bylaws in the same section as officers of the board of trustees, which confused governance issues. The board removed reference to the employee Vice Presidents of the university from this section so the governance duties of the officers of the board of trustees was more clearly stated. 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. 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 560,319 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