UNIVERSITY OF THE INCARNATE WORD: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF THE INCARNATE WORD (EIN 74-1109661)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2015-04-15
- IRS object ID
- 201541059349301404
- Schema version
- 2013v4.0
- 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 C
- Schedule D
- Schedule E
- 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 | 2015-04-15T16:09:24-05:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4000 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741109661 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University Of the Incarnate Word | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % UNIV OF THE INCARNATE WORD | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 2108296037 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4301 Broadway | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 782096318 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDIE COGDELL | PersonNm |
| Person Title | COMPTROLLER | PersonTitleTxt |
| Phone | 2108296027 | PhoneNum |
| Signature | 2015-04-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR LOUIS AGNESE JR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4301 BROADWAY | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $264,601,674 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.uiw.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1881 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | The University is committed to educational excellence in a context of faith in Jesus Christ, the Incarnate Word of God. It promotes life long learning and fosters the development of the whole person. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 2938 | TotalEmployeeCnt |
| Total Volunteers | 1034 | TotalVolunteersCnt |
| Total Gross UBI | -$74,626 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$74,626 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,723,066 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,569,686 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $178,436,234 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $189,906,545 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,904,601 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,129,015 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,350,431 | PYOtherRevenueAmt |
| CY Other Revenue | $2,629,649 | CYOtherRevenueAmt |
| PY Total Revenue | $207,414,332 | PYTotalRevenueAmt |
| CY Total Revenue | $210,234,895 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $51,935,130 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $57,013,666 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $71,637,595 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $79,682,843 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,431,652 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $51,050,068 | PYOtherExpensesAmt |
| CY Other Expenses | $54,412,606 | CYOtherExpensesAmt |
| PY Total Expenses | $174,622,793 | PYTotalExpensesAmt |
| CY Total Expenses | $191,109,115 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $32,791,539 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $19,125,780 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $385,272,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $402,967,723 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $164,416,249 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $159,084,720 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $220,856,535 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $243,883,003 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UNIVERSITY IS COMMITTED TO EDUCATIONAL EXCELLENCE IN A CONTEXT OF FAITH IN JESUS CHRIST, THE INCARNATE WORD OF GOD. IT PROMOTES LIFE-LONG LEARNING AND FOSTERS THE DEVELOPMENT OF THE WHOLE PERSON. THE FACULTY AND STUDENTS SUPPORT ONE ANOTHER IN THE SEARCH FOR AND THE COMMUNICATION OF TRUTH. THE UNIVERSITY IS OPEN TO THOUGHTFUL INNOVATION THAT SERVES EVER MORE EFFECTIVELY THE SPIRITUAL AND MATERIAL NEEDS OF PEOPLE. THE CURRICULUM OFFERS STUDENTS AN INTEGRATED PROGRAM OF LIBERAL ARTS AND PROFESSIONAL STUDIES THAT INCLUDES A GLOBAL PERSPECTIVE AND AN EMPHASIS ON SOCIAL JUSTICE AND COMMUNITY SERVICE. THE UNIVERSITY OF THE INCARNATE WORD IS A CATHOLIC INSTITUTION THAT WELCOMES TO ITS COMMUNITY PERSONS OF DIVERSE BACKGROUNDS, IN THE BELIEF THAT THEIR RESPECTFUL INTERACTION ADVANCES THE DISCOVERY OF TRUTH, MUTUAL UNDERSTANDING, SELF-REALIZATION, AND THE COMMON GOOD. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $69,456,702 | ExpenseAmt |
| Revenue | $175,728,664 | RevenueAmt |
| Desc | Higher education: Instruction: Services undergraduate and graduate students in San Antonio and South Texas and related academic support, research and public service. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $57,013,666 | ExpenseAmt |
| Grant | $57,013,666 | GrantAmt |
| Desc | Higher education: Scholarships and fellowships: financial aid for students. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,483,344 | ExpenseAmt |
| Revenue | $12,181,720 | RevenueAmt |
| Desc | Higher education: Auxiliary Enterprises: Dorm and food service costs service UIW students. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $15,647,149 | $1,996,161 | Higher education: Student services: |
| Enrollment services, registrar, athletics, | ||
| health services and counseling. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $15,647,149 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,996,161 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $153,600,861 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | 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 | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | 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 | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 294 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2938 | 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 | false | NondeductibleContributionsInd |
| 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 | 26 | 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 | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | 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 | false | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UNIV OF THE INCARNATE WORD | PersonNm |
| Phone | 2108296037 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4301 BROADWAY | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78209 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (54 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 |
|---|---|---|---|---|---|---|---|---|---|
| Agnese Jr Dr Louis | |||||||||
| Trustee and President | 38.0 | 2.0 | Yes (X) | Yes (X) | $764,113 | $0 | $93,299 | ||
| Amato Charles | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ancira Ernesto | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Avery Tracy | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | ||||
| Beckendorf Scott | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Belz Michael | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Beneby Doyle | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Benson Gayle | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Beucler Michael | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Clarke Sr Brigid Marie | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Curiel Sr Martha Estela Perez | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Dulle Catherine | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Edwards Veronica | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Feik John | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Lucke Stephen | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Henry Gary | |||||||||
| Trustee | 1.0 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Henry Sr Mary | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Herron Winell | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joeris Gary | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kudla Nancy | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Lewis Jack III | |||||||||
| Trustee | 1.0 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Lutz Charles III | |||||||||
| Trustee | 1.0 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Maya Sr Teresa Yolanda | |||||||||
| Trustee | 1.0 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| McDonald Sr Rose Ann | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Miller John | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Moll William | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Nava Carmen | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Parker Dr Ramona | |||||||||
| Trustee/Faculty Senate Pres. | 40.0 | 0.0 | Yes (X) | $89,431 | $0 | $11,951 | |||
| Peveto John | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Rosenthal Bobby | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Schlosberg Richard III | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Tarango Sr Yolanda | |||||||||
| Trustee | 1.0 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| CIBRIAN DAVID | |||||||||
| TRUSTEE (UNTIL 12/31/13) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CRAVEN DR ANNETTE | |||||||||
| TRUSTEE (UNTIL 3/31/13) | 40.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| FLORES Sr MARINELA | |||||||||
| TRUSTEE (UNTIL 12/31/13) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GUAJARDO JONATHAN | |||||||||
| TRUSTEE (UNTIL 3/31/13) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KELSO BETTY | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PELLEGRINO ENZO | |||||||||
| TRUSTEE (UNTIL 6/30/13) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PEZOLD Sr ANNETTE | |||||||||
| TRUSTEE (UNTIL 12/31/13) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PONTIOUS MARKY | |||||||||
| TRUSTEE (UNTIL 12/31/13) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| REYES JOSEPH | |||||||||
| TRUSTEE (UNTIL 12/31/13) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| VILLALON Sr GLORIA ORTIZ | |||||||||
| TRUSTEE | 1.0 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| Endsley Douglas | |||||||||
| VP for Business and Finance | 35.75 | 4.25 | Yes (X) | $275,964 | $0 | $39,652 | |||
| Jurenovich Dr David | |||||||||
| VP Enrollment Mgmt/Student Ser | 40.0 | 0.0 | $231,567 | $0 | $28,365 | Yes (X) | |||
| Porter Dr Cyndi | |||||||||
| VP Extended Academic Programs | 40.0 | 0.0 | $206,780 | $0 | $20,740 | Yes (X) | |||
| Coughlin Sr Kathleen | |||||||||
| VP Institutional Advancement | 40.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Eidson Dr Patrick | |||||||||
| VP Inf. Res. (until 12/31/13) | 40.0 | 0.0 | $177,359 | $0 | $20,397 | Yes (X) | |||
| Light Dr Kathleen | |||||||||
| Provost | 40.0 | 0.0 | $187,065 | $0 | $23,708 | Yes (X) | |||
| Escamilla Cynthia | |||||||||
| General Counsel | 40.0 | 0.0 | $151,248 | $0 | $15,146 | Yes (X) | |||
| Buzzelli Dr Andrew | |||||||||
| Dean, School of Optometry | 40.0 | 0.0 | $245,218 | $0 | $19,954 | Yes (X) | |||
| Johnson-Fannin Dr Arcelia | |||||||||
| Dean, School of Pharmacy | 40.0 | 0.0 | $219,049 | $0 | $21,770 | Yes (X) | |||
| Kennan Lawrence | |||||||||
| Head Football Coach | 40.0 | 0.0 | $185,607 | $0 | $17,954 | Yes (X) | |||
| Fragoso Marcos | |||||||||
| VP for International Affairs | 40.0 | 0.0 | $140,488 | $0 | $11,174 | Yes (X) | |||
| Hoke Dr Mary | |||||||||
| Dean,Nursing/Health Profession | 40.0 | 0.0 | $158,631 | $0 | $19,005 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,032,520 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $343,115 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 116 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXOINC AFFILIATES | |||||
| 4301 BROADWAY ST | SAN ANTONIO | TX | 782096318 | FOOD SERVICE | $4,865,968 |
| Guido Construction Company | |||||
| 8526 Vidor Ave | SAN ANTONIO | TX | 782166045 | Construction Service | $4,322,974 |
| Joeris GC LTD | |||||
| PO Box 790086 | SAN ANTONIO | TX | 782790086 | Construction Service | $3,441,805 |
| Aramark Facility Services | |||||
| USAA BLDG C-S-W | SAN ANTONIO | TX | 782880001 | Custodial Service | $1,898,327 |
| Cantera Custom Builders | |||||
| 10825 Basal Edge Rd | HELOTES | TX | 780235109 | Construction Service | $1,812,939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 28 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $84,236 | MembershipDuesAmt |
| Fundraising | $435,276 | FundraisingAmt |
| Government Grants | $6,335,948 | GovernmentGrantsAmt |
| All Other Contributions | $4,714,226 | AllOtherContributionsAmt |
| Noncash Contributions | $1,381,534 | NoncashContributionsAmt |
| Total Contributions | $11,569,686 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $175,728,664 | $175,728,664 |
| AUX HOUSING | 611710 | $7,264,208 | $7,264,208 |
| AUX FOOD SERVICE | 611710 | $4,917,512 | $4,917,512 |
| OPTOMETRY CLINIC REVENUE | 611710 | $1,103,345 | $1,103,345 |
| AUX BOOKSTORE COMMISSION | 611710 | $203,938 | $203,938 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $688,878 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $688,878 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $189,906,545 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,775,483 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $24 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,775,459 | 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 | $1,678,354 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,748,962 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$70,608 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$70,608 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$74,650 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,042 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $55,726,811 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $52,370,412 | SecuritiesAmt |
| Other | $2,867 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,356,399 | SecuritiesAmt |
| Other | -$2,867 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,353,532 | TotalRevenueColumnAmt |
| Exclusion | $3,353,532 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $246,277 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $435,276 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $244,538 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,739 | TotalRevenueColumnAmt |
| Exclusion | $1,739 | 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 | ExclusionExclusionAmt |
|---|---|---|---|
| CHARGES/PENALTIES AND FEES | 611710 | $913,608 | $913,608 |
| INTERNATIONAL PROGRAMS | 611710 | $786,421 | $786,421 |
| PARKING | 611710 | $427,038 | $427,038 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $571,451 | TotalRevenueColumnAmt |
| Exclusion | $571,451 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,698,518 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $210,234,895 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $189,906,545 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$74,626 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,833,290 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,013,666 | TotalAmt |
| Program Services | $57,013,666 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $2,292,263 | TotalAmt |
| Program Services | $64,323 | ProgramServicesAmt |
| Management And General | $2,005,237 | ManagementAndGeneralAmt |
| Fundraising | $222,703 | 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 | $65,408,693 | TotalAmt |
| Program Services | $51,944,091 | ProgramServicesAmt |
| Management And General | $12,638,017 | ManagementAndGeneralAmt |
| Fundraising | $826,585 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,862,354 | TotalAmt |
| Program Services | $2,929,080 | ProgramServicesAmt |
| Management And General | $869,971 | ManagementAndGeneralAmt |
| Fundraising | $63,303 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,296,446 | TotalAmt |
| Program Services | $2,310,120 | ProgramServicesAmt |
| Management And General | $933,988 | ManagementAndGeneralAmt |
| Fundraising | $52,338 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,823,087 | TotalAmt |
| Program Services | $4,048,487 | ProgramServicesAmt |
| Management And General | $712,150 | ManagementAndGeneralAmt |
| Fundraising | $62,450 | 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 | $151,559 | TotalAmt |
| Management And General | $151,559 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,404 | TotalAmt |
| Management And General | $457,404 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,240 | TotalAmt |
| Fundraising | $60,240 | FundraisingAmt |
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 | $52,296 | TotalAmt |
| Management And General | $52,296 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,345,405 | TotalAmt |
| Program Services | $2,853,092 | ProgramServicesAmt |
| Management And General | $3,478,438 | ManagementAndGeneralAmt |
| Fundraising | $13,875 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,583,318 | TotalAmt |
| Program Services | $712,826 | ProgramServicesAmt |
| Management And General | $1,870,492 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,544,071 | TotalAmt |
| Program Services | $10,633,936 | ProgramServicesAmt |
| Management And General | $3,847,402 | ManagementAndGeneralAmt |
| Fundraising | $62,733 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,046,897 | TotalAmt |
| Program Services | $2,247,236 | ProgramServicesAmt |
| Management And General | $793,785 | ManagementAndGeneralAmt |
| Fundraising | $5,876 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,682,330 | TotalAmt |
| Program Services | $1,655,665 | ProgramServicesAmt |
| Management And General | $3,026,305 | ManagementAndGeneralAmt |
| Fundraising | $360 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,799,936 | TotalAmt |
| Program Services | $2,328,719 | ProgramServicesAmt |
| Management And General | $441,832 | ManagementAndGeneralAmt |
| Fundraising | $29,385 | 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 | $480,350 | TotalAmt |
| Program Services | $344,457 | ProgramServicesAmt |
| Management And General | $129,591 | ManagementAndGeneralAmt |
| Fundraising | $6,302 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,336,918 | TotalAmt |
| Program Services | $2,818,505 | ProgramServicesAmt |
| Management And General | $518,413 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,866,585 | TotalAmt |
| Program Services | $5,493,268 | ProgramServicesAmt |
| Management And General | $1,373,317 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $919,819 | TotalAmt |
| Program Services | $275,214 | ProgramServicesAmt |
| Management And General | $644,605 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEMBERSHIPS | $1,982,565 | $1,791,833 | $186,522 | $4,210 |
| STUDENT BOOKS | $1,350,742 | $1,350,301 | $441 | |
| ENTERTAINMENT | $1,201,737 | $888,298 | $294,345 | $19,094 |
| BAD DEBT | $1,276,212 | $60,948 | $1,215,264 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,274,222 | TotalAmt |
| Program Services | $1,836,796 | ProgramServicesAmt |
| Management And General | $435,228 | ManagementAndGeneralAmt |
| Fundraising | $2,198 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,109,115 | TotalAmt |
| Program Services | $153,600,861 | ProgramServicesAmt |
| Management And General | $36,076,602 | ManagementAndGeneralAmt |
| Fundraising | $1,431,652 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,293,060 | BOYAmt |
| EOY | $2,979,768 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,511,754 | BOYAmt |
| EOY | $78,303,833 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,244,113 | BOYAmt |
| EOY | $5,100,380 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,917,240 | BOYAmt |
| EOY | $8,447,886 | 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 | $3,143,695 | BOYAmt |
| EOY | $3,000,863 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,426 | BOYAmt |
| EOY | $69,117 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,148,887 | BOYAmt |
| EOY | $2,552,238 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $281,209,486 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $58,592,537 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,296,494 | BOYAmt |
| EOY | $222,616,949 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,992,556 | BOYAmt |
| EOY | $60,626,785 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,614,844 | BOYAmt |
| EOY | $19,216,189 | 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 | $53,715 | BOYAmt |
| EOY | $53,715 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $385,272,784 | BOYAmt |
| EOY | $402,967,723 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,215,000 | BOYAmt |
| EOY | $12,881,304 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,566,447 | BOYAmt |
| EOY | $2,504,489 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,576,899 | BOYAmt |
| EOY | $8,911,181 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,740,000 | BOYAmt |
| EOY | $76,115,000 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,568,000 | BOYAmt |
| EOY | $41,401,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,749,903 | BOYAmt |
| EOY | $17,271,746 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,416,249 | BOYAmt |
| EOY | $159,084,720 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,042,319 | BOYAmt |
| EOY | $208,630,479 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,574,939 | BOYAmt |
| EOY | $19,515,076 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,239,277 | BOYAmt |
| EOY | $15,737,448 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,856,535 | BOYAmt |
| EOY | $243,883,003 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $385,272,784 | BOYAmt |
| EOY | $402,967,723 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $19,125,780 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,900,688 | NetUnrlzdGainsLossesInvstAmt |
| 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 |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $60,240 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $60,240 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 | FormAndLineReferenceDesc |
| Explanation | The University engaged a lobbying organization to assist in obtaining federal funding for various university projects. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $110,294,208 | BeginningYearBalanceAmt |
| Contributions | $2,321,761 | ContributionsAmt |
| Investment Earnings Or Losses | $9,098,939 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $518,194 | GrantsOrScholarshipsAmt |
| Other Expenditures | $277,267 | OtherExpendituresAmt |
| Administrative Expenses | $444,839 | AdministrativeExpensesAmt |
| End Year Balance | $120,474,608 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $98,175,551 | BeginningYearBalanceAmt |
| Contributions | $2,937,685 | ContributionsAmt |
| Investment Earnings Or Losses | $10,188,110 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $410,978 | GrantsOrScholarshipsAmt |
| Other Expenditures | $229,608 | OtherExpendituresAmt |
| Administrative Expenses | $366,555 | AdministrativeExpensesAmt |
| End Year Balance | $110,294,205 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $89,233,153 | BeginningYearBalanceAmt |
| Contributions | $12,003,177 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,086,433 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $382,386 | GrantsOrScholarshipsAmt |
| Other Expenditures | $277,667 | OtherExpendituresAmt |
| Administrative Expenses | $314,293 | AdministrativeExpensesAmt |
| End Year Balance | $98,175,551 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,865,362 | BeginningYearBalanceAmt |
| Contributions | $17,496,856 | ContributionsAmt |
| Investment Earnings Or Losses | $12,796,284 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $375,205 | GrantsOrScholarshipsAmt |
| Other Expenditures | $213,551 | OtherExpendituresAmt |
| Administrative Expenses | $336,593 | AdministrativeExpensesAmt |
| End Year Balance | $89,233,153 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,563,457 | BeginningYearBalanceAmt |
| Contributions | $16,052,378 | ContributionsAmt |
| Investment Earnings Or Losses | $6,381,026 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $367,132 | GrantsOrScholarshipsAmt |
| Other Expenditures | $233,641 | OtherExpendituresAmt |
| Administrative Expenses | $530,726 | AdministrativeExpensesAmt |
| End Year Balance | $59,865,362 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.71000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.15000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,817,032 | OtherCostOrOtherBasisAmt |
| Book Value | $14,817,032 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $222,781,602 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,261,094 | DepreciationAmt |
| Book Value | $186,520,508 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,966,540 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,998,604 | DepreciationAmt |
| Book Value | $967,936 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,640,353 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,966,461 | DepreciationAmt |
| Book Value | $9,673,892 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,003,959 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,366,378 | DepreciationAmt |
| Book Value | $10,637,581 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $222,616,949 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO IWHS | $2,069,087 |
| DUE TO SACHS | $1,089,024 |
| ANNUITIES PAYABLE | $10,416 |
| AMOUNTS HELD ON BEHALF OF OTHE | $191,722 |
| DEPOSITS | $4,887,334 |
| DUE TO IWEF | $1,034,056 |
| DEFERRED LOSS ON INTEREST RATE | $659,501 |
| BOND ISSUE PREMIUM | $7,330,606 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,271,746 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 1a | The Universitys works of art, historical treasures, and artifacts are protected and preserved for education, research, and public service. They are neither disposed of for financial gain nor encumbered in any manner. Accordingly, such collections are not recorded for financial statement purposes. |
| Schedule D, Part III, Line 4 | ARTWORK, ANTIQUES, AND HISTORICAL TREASURES SUPPORT A LIBERAL ARTS EDUCATION AND PROMOTE LIFELONG LEARNING, AND THE DEVELOPMENT OF THE WHOLE PERSON. |
| Schedule D, Part V, Line 4 | THE PURPOSE OF THE ENDOWMENT FUNDS OF THE UNIVERSITY IS TO UTILIZE THEM FOR INSTRUCTION, SCHOLARSHIPS, AND OPERATING EXPENSES. |
| Schedule D, Part X, Line 2 | U.S. generally accepted accounting principles require management to evaluate uncertain tax positions taken by the University. The financial statement effects of a tax position are recognized when the position is more likely than not, based on the technical merits, to be sustained upon examination by the Internal Revenue Service or Treasury. Management has analyzed the tax positions taken by the University and has concluded that as of May 31, 2014, there are no uncertain positions taken or expected to be taken. The University has recognized no interest or penalties related to uncertain tax positions. The University is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management also believes the University is no longer subject to income tax examinations for years prior to 2011. |
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 |
|---|---|
| Part I, Line 3 | Promotional activities on TV, magazines, newspapers, and billboards. |
| Part I, Line 6a | THE UNIVERSITY RECEIVES FEDERAL AND STATE GRANT FUNDS FOR FINANCIAL ASSISTANCE FOR STUDENTS AND OTHER EDUCATIONAL PURPOSES. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SWING-IN | NameOfEvent1Amt |
| Gross Receipts Event1 | $526,857 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $345,432 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $181,425 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $92,760 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $8,843 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $21,161 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $25,373 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | FASHION SHOW | NameOfEvent2Amt |
| Gross Receipts Event2 | $79,341 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $45,094 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $34,247 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $3,120 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $8,801 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $26,036 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $23,938 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $75,355 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $44,750 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $30,605 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $23,150 | NonCashPrizesOtherEventsAmt |
| Food And Beverage Other Events | $7,956 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $2,900 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $681,553 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $435,276 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $246,277 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $119,030 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $17,644 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $55,153 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $52,211 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $244,538 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $1,739 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Faculty/staff dependent waivers | 217 | $1,904,403 |
| Scholarships, grants, and discounts | 7890 | $55,109,263 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | The University of the Incarnate Word determines whether an individual qualifies for scholarships or grants by an application process that does not discriminate. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Agnese Jr Dr Louis | ||||||||||||||
| Trustee and President | $618,319 | $0 | $85,000 | $0 | $60,794 | $0 | $17,850 | $0 | $75,449 | $0 | $857,412 | $0 | $0 | $0 |
| Endsley Douglas | ||||||||||||||
| VP for Business and Finance | $227,814 | $0 | $0 | $0 | $48,150 | $0 | $17,850 | $0 | $21,802 | $0 | $315,616 | $0 | $0 | $0 |
| Jurenovich Dr David | ||||||||||||||
| VP Enrollment Mgmt/Student Ser | $206,834 | $0 | $3,000 | $0 | $21,733 | $0 | $16,511 | $0 | $11,854 | $0 | $259,932 | $0 | $0 | $0 |
| Porter Dr Cyndi | ||||||||||||||
| VP Extended Academic Programs | $185,332 | $0 | $3,000 | $0 | $18,448 | $0 | $14,386 | $0 | $6,354 | $0 | $227,520 | $0 | $0 | $0 |
| Eidson Dr Patrick | ||||||||||||||
| VP Inf. Res. (until 12/31/13) | $155,844 | $0 | $3,000 | $0 | $18,515 | $0 | $12,499 | $0 | $7,898 | $0 | $197,756 | $0 | $0 | $0 |
| Buzzelli Dr Andrew | ||||||||||||||
| Dean, School of Optometry | $220,146 | $0 | $272 | $0 | $24,800 | $0 | $17,037 | $0 | $2,917 | $0 | $265,172 | $0 | $0 | $0 |
| Johnson-Fannin Dr Arcelia | ||||||||||||||
| Dean, School of Pharmacy | $212,108 | $0 | $272 | $0 | $6,669 | $0 | $15,560 | $0 | $6,210 | $0 | $240,819 | $0 | $0 | $0 |
| Kennan Lawrence | ||||||||||||||
| Head Football Coach | $171,959 | $0 | $272 | $0 | $13,376 | $0 | $12,862 | $0 | $5,092 | $0 | $203,561 | $0 | $0 | $0 |
| Light Dr Kathleen | ||||||||||||||
| Provost | $162,613 | $0 | $5,000 | $0 | $19,452 | $0 | $13,188 | $0 | $10,520 | $0 | $210,773 | $0 | $0 | $0 |
| Fragoso Marcos | ||||||||||||||
| VP for International Affairs | $112,698 | $0 | $25,000 | $0 | $2,790 | $0 | $0 | $0 | $11,174 | $0 | $151,662 | $0 | $0 | $0 |
| Hoke Dr Mary | ||||||||||||||
| Dean,Nursing/Health Profession | $133,559 | $0 | $272 | $0 | $24,800 | $0 | $11,396 | $0 | $7,609 | $0 | $177,636 | $0 | $0 | $0 |
| Escamilla Cynthia | ||||||||||||||
| General Counsel | $135,864 | $0 | $3,000 | $0 | $12,384 | $0 | $10,453 | $0 | $4,693 | $0 | $166,394 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | On-campus residence is provided to Dr. Louis J. Agnese, Jr., president. This benefit is not included as taxable compensation on his W-2 because this is a requirement of the university, other than $1,800 which represents 5% of the fair market value of the residence as required by the Internal Revenue Code. |
| Schedule J, Part II | Sister Kathleen Coughlin, who is listed as a key employee on Part VII, receives compensation, but her compensation is paid directly to the religious congregation and not to her individually. Since this compensation goes to her congregation, there are no taxable wages reported on a W-2. For informational purposes, compensation paid from the organization on her behalf was $218,449. |
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 | Olmos Park Texas (see schedule O) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521830729 | BondIssuerEIN |
| CUSIP | 681139AV3 | CUSIPNum |
| Bond Issued | 2012-11-28 | BondIssuedDt |
| Issue Price | $75,716,935 | IssuePriceAmt |
| Purpose | See Part VI | 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 | $2,890,000 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $75,718,247 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $802,542 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $29,679,439 | CapitalExpendituresAmt |
| Other Spent Proceeds | $45,236,266 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2014 | SubstantialCompletionYr |
| Current Refunding | Yes (true) | 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 | Yes (true) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (true) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | false | EngageBondCounselContractsInd |
| 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 | Yes (true) | RebateNotDueYetInd |
| Exception To Rebate | false | 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 | BusinessNameLine1 |
| 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | false | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, line A(f) | The bonds were issued for the purpose of financing the acquisition, construction, reconstruction, rennovation, installation, improvement, and expansion of certain educational and housing facilities in addition to the refunding of the Series 2007 Bonds and the Series 2008 in their entirety, which were issued 05/02/2007 and 05/01/2008, respectively. |
| Part I, Column A | The full name of the issuer for the 2012 bonds is Olmos Park, Texas (City of) Higher Education Facilities Corporation. |
| Part II, line 3 | Investment earnings of $1,312 account for the difference between the issue price reported on Part I, column (e) and total proceeds reported on Part II, line 3. Part II, line 11 $45,236,266 was used to refund the 2007 and 2008 bonds. |
| Part III, Line 9 and Part V | The University's finance department closely monitors and controls agreements of sale, leases, and other contracts that may arise in private business use of facilities and property financed with tax-exempt bonds as well as carefully selecting funding sources for construction and purchase of facilities taking into consideration their future use of activities that could potentially result in private business use. The University is currently writing a post issuance compliance checklist and policies that address a remedial action and determination of possible private business use with respect to its activities that do not constitute related trades or business. The policy will also include the documentation of a voluntary compliance program to request voluntary closing agreements. The university has identified appropriate procedures to ensure that its bonds remain in compliance with federal tax law. |
| Part IV, Line 2c | The rebate computation was performed on June 9, 2014, which was after the reporting period. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Charles Amato | |||
| UIW trustee/SWBC CEO | $869,147 | Property & liability insurance | false |
| Michael Belz | |||
| UIW Trustee/CLI CEO | $261,823 | UIW employee life insurance | false |
| Doyle Beneby | |||
| UIW Trustee/CPS CEO | $1,161,638 | Electric utilities | false |
| Winell Herron | |||
| UIW Trustee/HEB VP | $158,249 | Employee bonus gift cards | false |
| Gary Joeris | |||
| UIW Trustee/Joeris Presid | $3,441,805 | General Contractor | false |
| Carmen Nava | |||
| UIW Trustee/AT&T Sr. VP | $513,234 | Telecommunications | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,025 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $926 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $3,378 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,218,549 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 35 | ContributionCnt |
| Noncash Contributions Rpt F990 | $13,449 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 44 | ContributionCnt |
| Noncash Contributions Rpt F990 | $13,502 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $17,197 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | HOTEL STAYS | 19 | $7,402 | Fair market value |
| Yes (X) | SPORTS AND ENTERTAINMENT ACTIVITIES | 65 | $41,584 | Fair market value |
| Yes (X) | GIFT CERTIFICATES | 121 | $28,327 | Fair market value |
| Yes (X) | INCLUSIVE TRIPS | 4 | $21,880 | Fair market value |
| Yes (X) | PHOTOGRAPHY SERVICES | 2 | $4,500 | Fair market value |
| Yes (X) | INSURANCE POLICIES | 3 | $1,815 | Fair market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part V, Line 2a | All Incarnate Word High School (74-2864481) and St. Anthony Catholic High School (20-0234338) employees are paid by the University of the Incarnate Word. The University issues all W-2's under its taxpayer identification number. Salaries are allocated back to both high schools for employees who are assigned there. |
| Form 990, Part VI, Section A, Line 6 | The Members of the Corporation are and shall be those persons who are from time to time the members of the General Council of the Congregation of the Sisters of Charity of the Incarnate Word of San Antonio, Texas. |
| Form 990, Part VI, Section A, Line 7a | Elections to the Board shall be confirmed by a majority of the Members of the Corporation present at a duly noticed and quorumed meeting of the Members of the Corporation. |
| Form 990, Part VI, Section A, Line 7b | The following decisions are subject to approval: a. any amendment or restatement of the Articles of Incorporation or Bylaws of this Corporation, or of any subsidiary Corporation; b. the merger, consolidation, or dissolution of the Corporation, or of any subsidiary Corporation; c. any sale of all or substantially all of any property or asset of the Corporation, or of any subsidiary whether incorporated or not, when the amount involved is in excess of $5,000,000; d. any sale of any real property of the Corporation, or of any subsidiary whether incorporated or not, when the amount involved is in excess of $5,000,000; e. upon recommendation from the Board of Trustees, the appointment or removal from office of the President of the University; f. any change of direction from the mission and philosophy of the University as established by the Board of Trustees and approved by the Members of the Corporation; and g. the creation of any subsidiary corporations. |
| Form 990, Part VI, Section A, Line 11b | A final copy of the Form 990 was distributed to board members electronically with the opportunity for them to ask questions and provide feedback. |
| Form 990, Part VI, Section B, Line 12c | Trustees of the university are required to complete and sign a conflict of interest policy on an annual basis at the June board meeting. It is the continuing responsibility of the board members, executives, and officers to scrutinize their transactions and outside business interests and relationships for potential conflicts and to immediately make such disclosures to the board of trustees. The interested person shall leave the board meeting while the financial interest is discussed and voted upon. The remaining board members or committee shall decide if a conflict of interest exists. Affected board members abstain from voting when there is a conflict of interest. |
| Form 990, Part VI, Section B, Line 15 | The Executive Committee establishes compensation for the president and vice presidents based on an annual review. The last compensation review for the president and vice presidents occurred June 2014. |
| Form 990, Part VI, Section C, Line 19 | Documents are available to the general public upon request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Incarnate Word High School | ||||||||||
| 727 East Hildebrand | San Antonio | TX | 78212 | 742864481 | Secondary Ed. | TX | 501(c)(3) | 2 | UIW | Yes (true) |
| St Anthony Catholic High School | ||||||||||
| 3200 McCullough Ave | San Antonio | TX | 78212 | 200234338 | Secondary Ed. | TX | 501(c)(3) | 2 | UIW | Yes (true) |
| Congregation of the Sisters of Charity | ||||||||||
| 4503 Broadway | San Antonio | TX | 78209 | 741676917 | Religious Ord | TX | 501(c)(3) | 1 | NA | false |
| Incarnate Word Education Foundation | ||||||||||
| 4301 Broadway | San Antonio | TX | 78209 | 271891305 | Support Org. | TX | 501(c)(3) | 7 | UIW | Yes (true) |
| UIW International Inc | ||||||||||
| 4301 Broadway | San Antonio | TX | 78209 | 743012580 | Inactive | TX | 501(c)(3) | 11 Type I | UIW | Yes (true) |
| 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 | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | 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 | Yes (true) | 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 (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Incarnate Word High School | ||
| K | $165,000 | Cash |
| St Anthony Catholic High School | ||
| d | $3,200,000 | Cash |
| Sisters of Charity of the Incarnate Word | ||
| K | $188,000 | Cash |
| Sisters of Charity of the Incarnate Word | ||
| r | $167,000 | Cash |
| St Anthony Catholic High School | ||
| k | $125,000 | Cash |
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