2015-04-15T16:09:24-05:00 2014-05-31 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 4000 INDIANAPOLIS IN 46204 990 2013-06-01 741109661 University Of the Incarnate Word % UNIV OF THE INCARNATE WORD UNIV 2108296037 4301 Broadway Suite San Antonio TX 782096318 EDIE COGDELL COMPTROLLER 2108296027 2015-04-15 2013 2016-02-25 16:41:14Z DR LOUIS AGNESE JR 4301 BROADWAY SAN ANTONIO TX 78209 264601674 false 0928 X www.uiw.edu X 1881 TX 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. 34 26 2938 1034 -74626 -74626 16723066 11569686 178436234 189906545 8904601 6129015 3350431 2629649 207414332 210234895 51935130 57013666 0 0 71637595 79682843 0 0 1431652 51050068 54412606 174622793 191109115 32791539 19125780 385272784 402967723 164416249 159084720 220856535 243883003 X 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. false false 69456702 175728664 Higher education: Instruction: Services undergraduate and graduate students in San Antonio and South Texas and related academic support, research and public service. 57013666 57013666 Higher education: Scholarships and fellowships: financial aid for students. 11483344 12181720 Higher education: Auxiliary Enterprises: Dorm and food service costs service UIW students. 15647149 1996161 Higher education: Student services: Enrollment services, registrar, athletics, health services and counseling. 15647149 1996161 153600861 true true false true false false false true false true true false false false true true false true true false false false false false true false false false true true true false false false false false false false false false true true true false false false true true true false false true X 294 0 true 2938 true true true false false false false true true false false false false X 34 26 false false false false true true true true true false false true true true true false true true true false X UNIV OF THE INCARNATE WORD 2108296037 4301 BROADWAY SAN ANTONIO TX 78209 Agnese Jr Dr Louis Trustee and President 38.0 2.0 X X 764113 0 93299 Amato Charles Trustee 1.0 0.0 X 0 0 0 Ancira Ernesto Trustee 1.0 0.0 X 0 0 0 Avery Tracy Trustee 1.0 0.0 X 0 0 Beckendorf Scott Trustee 1.0 0.0 X 0 0 0 Belz Michael Trustee 1.0 0.0 X 0 0 0 Beneby Doyle Trustee 1.0 0.0 X 0 0 0 Benson Gayle Trustee 1.0 0.0 X 0 0 0 Beucler Michael Trustee 1.0 0.0 X 0 0 0 Clarke Sr Brigid Marie Trustee 1.0 0.0 X 0 0 0 Curiel Sr Martha Estela Perez Trustee 1.0 0.0 X 0 0 0 Dulle Catherine Trustee 1.0 0.0 X 0 0 0 Edwards Veronica Trustee 1.0 0.0 X 0 0 0 Feik John Trustee 1.0 0.0 X 0 0 0 Lucke Stephen Trustee 1.0 0.0 X 0 0 0 Henry Gary Trustee 1.0 0.5 X 0 0 0 Henry Sr Mary Trustee 1.0 0.0 X 0 0 0 Herron Winell Trustee 1.0 0.0 X 0 0 0 Joeris Gary Trustee 1.0 0.0 X 0 0 0 Kudla Nancy Trustee 1.0 0.0 X 0 0 0 Lewis Jack III Trustee 1.0 0.5 X 0 0 0 Lutz Charles III Trustee 1.0 0.5 X 0 0 0 Maya Sr Teresa Yolanda Trustee 1.0 0.5 X 0 0 0 McDonald Sr Rose Ann Trustee 1.0 0.0 X 0 0 0 Miller John Trustee 1.0 0.0 X 0 0 0 Moll William Trustee 1.0 0.0 X 0 0 0 Nava Carmen Trustee 1.0 0.0 X 0 0 0 Parker Dr Ramona Trustee/Faculty Senate Pres. 40.0 0.0 X 89431 0 11951 Peveto John Trustee 1.0 0.0 X 0 0 0 Rosenthal Bobby Trustee 1.0 0.0 X 0 0 0 Schlosberg Richard III Trustee 1.0 0.0 X 0 0 0 Tarango Sr Yolanda Trustee 1.0 0.5 X 0 0 0 CIBRIAN DAVID TRUSTEE (UNTIL 12/31/13) 1.0 0.0 X 0 0 0 CRAVEN DR ANNETTE TRUSTEE (UNTIL 3/31/13) 40.0 0.0 X 0 0 0 FLORES Sr MARINELA TRUSTEE (UNTIL 12/31/13) 1.0 0.0 X 0 0 0 GUAJARDO JONATHAN TRUSTEE (UNTIL 3/31/13) 1.0 0.0 X 0 0 0 KELSO BETTY TRUSTEE 1.0 0.0 X 0 0 0 PELLEGRINO ENZO TRUSTEE (UNTIL 6/30/13) 1.0 0.0 X 0 0 0 PEZOLD Sr ANNETTE TRUSTEE (UNTIL 12/31/13) 1.0 0.0 X 0 0 0 PONTIOUS MARKY TRUSTEE (UNTIL 12/31/13) 1.0 0.0 X 0 0 0 REYES JOSEPH TRUSTEE (UNTIL 12/31/13) 1.0 0.0 X 0 0 0 VILLALON Sr GLORIA ORTIZ TRUSTEE 1.0 0.25 X 0 0 0 Endsley Douglas VP for Business and Finance 35.75 4.25 X 275964 0 39652 Jurenovich Dr David VP Enrollment Mgmt/Student Ser 40.0 0.0 X 231567 0 28365 Porter Dr Cyndi VP Extended Academic Programs 40.0 0.0 X 206780 0 20740 Coughlin Sr Kathleen VP Institutional Advancement 40.0 0.0 X 0 0 0 Eidson Dr Patrick VP Inf. Res. (until 12/31/13) 40.0 0.0 X 177359 0 20397 Light Dr Kathleen Provost 40.0 0.0 X 187065 0 23708 Escamilla Cynthia General Counsel 40.0 0.0 X 151248 0 15146 Buzzelli Dr Andrew Dean, School of Optometry 40.0 0.0 X 245218 0 19954 Johnson-Fannin Dr Arcelia Dean, School of Pharmacy 40.0 0.0 X 219049 0 21770 Kennan Lawrence Head Football Coach 40.0 0.0 X 185607 0 17954 Fragoso Marcos VP for International Affairs 40.0 0.0 X 140488 0 11174 Hoke Dr Mary Dean,Nursing/Health Profession 40.0 0.0 X 158631 0 19005 3032520 0 343115 116 false true false SODEXOINC AFFILIATES 4301 BROADWAY ST SAN ANTONIO TX 782096318 FOOD SERVICE 4865968 Guido Construction Company 8526 Vidor Ave SAN ANTONIO TX 782166045 Construction Service 4322974 Joeris GC LTD PO Box 790086 SAN ANTONIO TX 782790086 Construction Service 3441805 Aramark Facility Services USAA BLDG C-S-W SAN ANTONIO TX 782880001 Custodial Service 1898327 Cantera Custom Builders 10825 Basal Edge Rd HELOTES TX 780235109 Construction Service 1812939 28 84236 435276 6335948 4714226 1381534 11569686 TUITION AND FEES 611710 175728664 175728664 AUX HOUSING 611710 7264208 7264208 AUX FOOD SERVICE 611710 4917512 4917512 OPTOMETRY CLINIC REVENUE 611710 1103345 1103345 AUX BOOKSTORE COMMISSION 611710 203938 203938 688878 688878 189906545 2775483 24 2775459 0 0 1678354 1748962 -70608 0 -70608 -74650 4042 55726811 52370412 2867 3356399 -2867 3353532 3353532 246277 435276 244538 1739 1739 0 0 CHARGES/PENALTIES AND FEES 611710 913608 913608 INTERNATIONAL PROGRAMS 611710 786421 786421 PARKING 611710 427038 427038 571451 571451 2698518 210234895 189906545 -74626 8833290 0 57013666 57013666 0 0 2292263 64323 2005237 222703 0 65408693 51944091 12638017 826585 3862354 2929080 869971 63303 3296446 2310120 933988 52338 4823087 4048487 712150 62450 0 151559 151559 457404 457404 60240 60240 0 52296 52296 6345405 2853092 3478438 13875 2583318 712826 1870492 14544071 10633936 3847402 62733 3046897 2247236 793785 5876 0 4682330 1655665 3026305 360 2799936 2328719 441832 29385 0 480350 344457 129591 6302 3336918 2818505 518413 0 6866585 5493268 1373317 919819 275214 644605 MEMBERSHIPS 1982565 1791833 186522 4210 STUDENT BOOKS 1350742 1350301 441 ENTERTAINMENT 1201737 888298 294345 19094 BAD DEBT 1276212 60948 1215264 2274222 1836796 435228 2198 191109115 153600861 36076602 1431652 18293060 2979768 51511754 78303833 5244113 5100380 8917240 8447886 0 0 0 0 3143695 3000863 56426 69117 4148887 2552238 281209486 58592537 213296494 222616949 55992556 60626785 24614844 19216189 0 0 0 0 53715 53715 385272784 402967723 14215000 12881304 2566447 2504489 7576899 8911181 80740000 76115000 0 0 0 0 0 0 41568000 41401000 17749903 17271746 164416249 159084720 X 186042319 208630479 19574939 19515076 15239277 15737448 220856535 243883003 385272784 402967723 19125780 3900688 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 60240 60240 false Schedule C, Part II-B, Line 1 The University engaged a lobbying organization to assist in obtaining federal funding for various university projects. X X X X false 110294208 2321761 9098939 518194 277267 444839 120474608 98175551 2937685 10188110 410978 229608 366555 110294205 89233153 12003177 -2086433 382386 277667 314293 98175551 59865362 17496856 12796284 375205 213551 336593 89233153 38563457 16052378 6381026 367132 233641 530726 59865362 0.71000 0.15000 0.14000 true false 14817032 14817032 222781602 36261094 186520508 7966540 6998604 967936 22640353 12966461 9673892 13003959 2366378 10637581 222616949 0 DUE TO IWHS 2069087 DUE TO SACHS 1089024 ANNUITIES PAYABLE 10416 AMOUNTS HELD ON BEHALF OF OTHE 191722 DEPOSITS 4887334 DUE TO IWEF 1034056 DEFERRED LOSS ON INTEREST RATE 659501 BOND ISSUE PREMIUM 7330606 17271746 X 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. true true true true true true true false false false false false false false false true false true 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. SWING-IN 526857 345432 181425 92760 8843 21161 500 25373 FASHION SHOW 79341 45094 34247 3120 8801 26036 23938 1 75355 44750 30605 23150 7956 2900 681553 435276 246277 119030 17644 55153 500 52211 244538 1739 true Faculty/staff dependent waivers 217 1904403 Scholarships, grants, and discounts 7890 55109263 Schedule I, Part I, Line 2 The University of the Incarnate Word determines whether an individual qualifies for scholarships or grants by an application process that does not discriminate. X true true X X X false false false false false false false false false Agnese Jr Dr Louis Trustee and President 618319 0 85000 0 60794 0 17850 0 75449 0 857412 0 0 0 Endsley Douglas VP for Business and Finance 227814 0 0 0 48150 0 17850 0 21802 0 315616 0 0 0 Jurenovich Dr David VP Enrollment Mgmt/Student Ser 206834 0 3000 0 21733 0 16511 0 11854 0 259932 0 0 0 Porter Dr Cyndi VP Extended Academic Programs 185332 0 3000 0 18448 0 14386 0 6354 0 227520 0 0 0 Eidson Dr Patrick VP Inf. Res. (until 12/31/13) 155844 0 3000 0 18515 0 12499 0 7898 0 197756 0 0 0 Buzzelli Dr Andrew Dean, School of Optometry 220146 0 272 0 24800 0 17037 0 2917 0 265172 0 0 0 Johnson-Fannin Dr Arcelia Dean, School of Pharmacy 212108 0 272 0 6669 0 15560 0 6210 0 240819 0 0 0 Kennan Lawrence Head Football Coach 171959 0 272 0 13376 0 12862 0 5092 0 203561 0 0 0 Light Dr Kathleen Provost 162613 0 5000 0 19452 0 13188 0 10520 0 210773 0 0 0 Fragoso Marcos VP for International Affairs 112698 0 25000 0 2790 0 0 0 11174 0 151662 0 0 0 Hoke Dr Mary Dean,Nursing/Health Profession 133559 0 272 0 24800 0 11396 0 7609 0 177636 0 0 0 Escamilla Cynthia General Counsel 135864 0 3000 0 12384 0 10453 0 4693 0 166394 0 0 0 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. A Olmos Park Texas (see schedule O) 521830729 681139AV3 2012-11-28 75716935 See Part VI false false false A 2890000 0 75718247 0 0 0 802542 0 0 29679439 45236266 0 2014 true false true true A false true true false false 0 false false false false A false true false false false false 0 false 0 false false A false 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. Charles Amato UIW trustee/SWBC CEO 869147 Property & liability insurance false Michael Belz UIW Trustee/CLI CEO 261823 UIW employee life insurance false Doyle Beneby UIW Trustee/CPS CEO 1161638 Electric utilities false Winell Herron UIW Trustee/HEB VP 158249 Employee bonus gift cards false Gary Joeris UIW Trustee/Joeris Presid 3441805 General Contractor false Carmen Nava UIW Trustee/AT&T Sr. VP 513234 Telecommunications false X 7 9025 Fair market value X 926 Fair market value X 3378 Fair market value X 7 1218549 Fair market value X 35 13449 Fair market value X 44 13502 Fair market value X 9 17197 Fair market value X HOTEL STAYS 19 7402 Fair market value X SPORTS AND ENTERTAINMENT ACTIVITIES 65 41584 Fair market value X GIFT CERTIFICATES 121 28327 Fair market value X INCLUSIVE TRIPS 4 21880 Fair market value X PHOTOGRAPHY SERVICES 2 4500 Fair market value X INSURANCE POLICIES 3 1815 Fair market value false true false 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. Incarnate Word High School 727 East Hildebrand San Antonio TX 78212 742864481 Secondary Ed. TX 501(c)(3) 2 UIW true St Anthony Catholic High School 3200 McCullough Ave San Antonio TX 78212 200234338 Secondary Ed. TX 501(c)(3) 2 UIW 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 true UIW International Inc 4301 Broadway San Antonio TX 78209 743012580 Inactive TX 501(c)(3) 11 Type I UIW true false false true true false false false false false false true false false true true false false true false Incarnate Word High School K 165000 Cash St Anthony Catholic High School d 3200000 Cash Sisters of Charity of the Incarnate Word K 188000 Cash Sisters of Charity of the Incarnate Word r 167000 Cash St Anthony Catholic High School k 125000 Cash