UNIVERSITY OF THE INCARNATE WORD: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF THE INCARNATE WORD (EIN 74-1109661)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2014-04-15
- IRS object ID
- 201421059349301252
- Schema version
- 2012v2.3
- 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) |
|---|---|---|
| Timestamp | 2014-04-15T17:17:23-05:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741109661 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University Of the Incarnate Word | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % UNIV OF THE INCARNATE WORD | InCareOfName |
| Name Control | UNIV | NameControl |
| Phone | 2108296037 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDITH COGDELL | Name |
| Title | COMPTROLLER | Title |
| Date Signed | 2014-04-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176817000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DR LOUIS AGNESE JR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 281435480 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.uiw.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1881 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 32 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2784 | TotalNbrEmployees |
| Total Nbr Volunteers | 888 | TotalNbrVolunteers |
| Total Gross UBI | -25213 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -25213 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 11453494 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 16723066 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 161714238 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 178436234 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5107170 | InvestmentIncomePriorYear |
| Investment Income Current Year | 8904601 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3296500 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3350431 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 181571402 | TotalRevenuePriorYear |
| Total Revenue Current Year | 207414332 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 46700813 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 51935130 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 63715048 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 71637595 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 25 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1381153 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 42672692 | OtherExpensePriorYear |
| Other Expenses Current Year | 51050068 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 153088578 | TotalExpensesPriorYear |
| Total Expenses Current Year | 174622793 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 28482824 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 32791539 | RevenuesLessExpensesCY |
| Total Assets BOY | 314912403 | TotalAssetsBOY |
| Total Assets EOY | 385272784 | TotalAssetsEOY |
| Total Liabilities BOY | 121574510 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 164416249 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 193337893 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 220856535 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 62864163 | Expense |
| Revenue | 165257576 | Revenue |
| Description | Higher education: Instruction: Services undergraduate and graduate students in San Antonio and South Texas and related academic support, research and public service. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 51935130 | Expense |
| Grants | 51935130 | Grants |
| Description | Higher education: Scholarships and fellowships: financial aid for students. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 17271315 | Expense |
| Revenue | 11793008 | Revenue |
| Description | Higher education: Auxiliary Enterprises: Dorm and food service costs service UIW students, athletics help provide body development. | Description |
Activity Other ActivityOther (3 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 5341222 | 1385650 | Higher education: Student services: |
| Enrollment services, registrar, health | ||
| services and counseling. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 5341222 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1385650 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 137411830 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 277 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2784 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 32 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | UNIV OF THE INCARNATE WORD | NamePerson |
| Telephone Number | 2108296037 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (44 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| Agnese Jr Louis J | |||||||||
| Trustee and President | 31.75 | 8.25 | X | X | 697663 | 0 | 88378 | ||
| Amato Charles | |||||||||
| Trustee | 1.0 | 2.0 | X | 0 | 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 | |||
| Cibrian David | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| Craven Annette | |||||||||
| Trustee and Faculty Senate | 40.0 | 0.0 | X | 90792 | 0 | 11259 | |||
| Curiel Sister Martha Estela Perez | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| Feik John | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| Flores Sister Marinela | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| Guajardo Jonathan | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| Henry Gary | |||||||||
| Trustee | 1.0 | 2.0 | X | 0 | 0 | 0 | |||
| Henry Sister Mary | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| Herron Winell | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| Kelso Betty | |||||||||
| 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 | 0.0 | X | 0 | 0 | 0 | |||
| Lutz Charles | |||||||||
| Trustee | 1.0 | 2.0 | X | 0 | 0 | 0 | |||
| Maya Sister Teresa Yolanda | |||||||||
| 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 | |||
| Pellegrino Enzo | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| Peveto John | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| Pezold Sister Annette | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| Pontious Marky | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| Reyes Joseph | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| Scholsberg Richard III | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| Tarango Sister Yolanda | |||||||||
| Trustee | 1.0 | 2.0 | X | 0 | 0 | 0 | |||
| Villalon Sister Gloria Ortiz | |||||||||
| Trustee | 1.0 | 1.0 | X | 0 | 0 | 0 | |||
| Dreeben Alan | |||||||||
| Trustee (until 12/31/12) | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| Clingman James | |||||||||
| Trustee (until 12/31/12) | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| Endsley Douglas | |||||||||
| VP for Business and Finance | 31.5 | 8.5 | X | 257037 | 0 | 38686 | |||
| Jurenovich David | |||||||||
| VP Enrollment Mgmt/Student Ser | 40.0 | 0.0 | 216669 | 0 | 27226 | X | |||
| Porter Cyndi | |||||||||
| VP Extended Academic Programs | 40.0 | 0.0 | 186985 | 0 | 19190 | X | |||
| Coughlin Sister Kathleen | |||||||||
| VP Institutional Advancement | 40.0 | 0.0 | 0 | 0 | 0 | X | |||
| Eidson Patrick | |||||||||
| VP Information Resources | 40.0 | 0.0 | 164381 | 0 | 20864 | X | |||
| Buzzelli Andrew | |||||||||
| Dean, School of Optometry | 40.0 | 0.0 | 237663 | 0 | 19193 | X | |||
| Johnson-Fannin Arcelia | |||||||||
| Dean, School of Pharmacy | 40.0 | 0.0 | 212391 | 0 | 21117 | X | |||
| Kennan Lawrence | |||||||||
| Head Football Coach | 40.0 | 0.0 | 181163 | 0 | 19935 | X | |||
| Doyle Denise | |||||||||
| Chancellor | 40.0 | 0.0 | 177655 | 0 | 16202 | X | |||
| Light Kathleen | |||||||||
| Provost | 40.0 | 0.0 | 152824 | 0 | 17942 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2575223 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 299992 | TotalOtherCompensation |
| Number Individuals GT100 K | 83 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SODEXOINC AFFILIATES | |||||
| 4301 BROADWAY ST | SAN ANTONIO | TX | 782096318 | FOOD SERVICE | 4565646 |
| ARAMARK FACILITY SERVICES | |||||
| USAA BLDG C-S-W | SAN ANTONIO | TX | 782880001 | CUSTODIAL SERVICE | 1596986 |
| MCCHESNEYBLANCO ARCHITECTURE | |||||
| 315 9TH ST | SAN ANTONIO | TX | 782151515 | ARCHITECTURAL SERV. | 1124164 |
| Mechanical Reps Inc | |||||
| PO Box 41869 | AUSTIN | TX | 787040032 | HVAC MAINTENANCE | 507437 |
| Group Building Maintenance Inc | |||||
| 909 NE Loop 410 Ste 730 | SAN ANTONIO | TX | 782091303 | MAINTENANCE SERVICE | 345507 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 23 | NumberOfContractorsGT100K |
| Membership Dues | 89936 | MembershipDues |
| Fundraising Events | 377036 | FundraisingEvents |
| Related Organizations | 299667 | RelatedOrganizations |
| Government Grants | 10921520 | GovernmentGrants |
| All Other Contributions | 5034907 | AllOtherContributions |
| Noncash Contributions | 1066545 | NoncashContributions |
| Total Contributions | 16723066 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611710 | 165257576 | 165257576 |
| AUX HOUSING | 611710 | 7030051 | 7030051 |
| AUX FOOD SERVICE | 611710 | 4679282 | 4679282 |
| OPTOMETRY CLINIC REVENUE | 611710 | 549499 | 549499 |
| AUX BOOKSTORE COMMISSION | 611710 | 229562 | 229562 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 690264 | TotalRevenueColumn |
| Related Or Exempt Function Income | 690264 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 178436234 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2933571 | TotalRevenueColumn |
| Unrelated Business Revenue | 42 | UnrelatedBusinessRevenue |
| Exclusion | $2,933,529 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1624222 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1216777 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 407445 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 407445 | TotalRevenueColumn |
| Unrelated Business Revenue | -61000 | UnrelatedBusinessRevenue |
| Exclusion | $468,445 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 78564018 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 72592988 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5971030 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5971030 | TotalRevenueColumn |
| Exclusion | $5,971,030 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 205466 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 377036 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 211383 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -5917 | TotalRevenueColumn |
| Exclusion | -$5,917 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| CHARGES/PENALTIES AND FEES | 611710 | 988517 | $988,517 |
| INTERNATIONAL PROGRAMS | 611710 | 845523 | $845,523 |
| PARKING | 611710 | 452416 | $452,416 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 662447 | TotalRevenueColumn |
| Unrelated Business Revenue | 35745 | UnrelatedBusinessRevenue |
| Exclusion | $626,702 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2948903 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 207414332 | TotalRevenueColumn |
| Related Or Exempt Function Income | 178436234 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -25213 | UnrelatedBusinessRevenue |
| Exclusion | $12,280,245 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51935130 | Total |
| Program Services | 51935130 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2123049 | Total |
| Program Services | 158692 | ProgramServices |
| Management And General | 1754417 | ManagementAndGeneral |
| Fundraising | 209940 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59195570 | Total |
| Program Services | 46339262 | ProgramServices |
| Management And General | 12062363 | ManagementAndGeneral |
| Fundraising | 793945 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3369768 | Total |
| Program Services | 2586700 | ProgramServices |
| Management And General | 729605 | ManagementAndGeneral |
| Fundraising | 53463 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2487645 | Total |
| Program Services | 2017976 | ProgramServices |
| Management And General | 420780 | ManagementAndGeneral |
| Fundraising | 48889 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4461563 | Total |
| Program Services | 3642289 | ProgramServices |
| Management And General | 759380 | ManagementAndGeneral |
| Fundraising | 59894 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 410812 | Total |
| Management And General | 410812 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 371616 | Total |
| Management And General | 371616 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60240 | Total |
| Fundraising | 60240 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50256 | Total |
| Management And General | 50256 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4873360 | Total |
| Program Services | 2236626 | ProgramServices |
| Management And General | 2626165 | ManagementAndGeneral |
| Fundraising | 10569 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2166753 | Total |
| Program Services | 621272 | ProgramServices |
| Management And General | 1545481 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13912328 | Total |
| Program Services | 9244311 | ProgramServices |
| Management And General | 4611719 | ManagementAndGeneral |
| Fundraising | 56298 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5199216 | Total |
| Program Services | 2390760 | ProgramServices |
| Management And General | 2800981 | ManagementAndGeneral |
| Fundraising | 7475 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4439990 | Total |
| Program Services | 1796034 | ProgramServices |
| Management And General | 2643956 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2575410 | Total |
| Program Services | 2108114 | ProgramServices |
| Management And General | 446552 | ManagementAndGeneral |
| Fundraising | 20744 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 401915 | Total |
| Program Services | 294911 | ProgramServices |
| Management And General | 99517 | ManagementAndGeneral |
| Fundraising | 7487 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2660002 | Total |
| Program Services | 2434815 | ProgramServices |
| Management And General | 225187 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6159300 | Total |
| Program Services | 4927440 | ProgramServices |
| Management And General | 1231860 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 863192 | Total |
| Program Services | 284969 | ProgramServices |
| Management And General | 578223 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| STUDENT BOOKS | 1592383 | 1592383 | ||
| BAD DEBT | 1264625 | 23861 | 1240764 | |
| ENTERTAINMENT | 1127848 | 755840 | 353363 | 18645 |
| ROOM AND BOARD | 543130 | 543130 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2377692 | Total |
| Program Services | 1477315 | ProgramServices |
| Management And General | 866813 | ManagementAndGeneral |
| Fundraising | 33564 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174622793 | Total |
| Program Services | 137411830 | ProgramServices |
| Management And General | 35829810 | ManagementAndGeneral |
| Fundraising | 1381153 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4888194 | BOY |
| EOY | 18293060 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39263943 | BOY |
| EOY | 51511754 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7604949 | BOY |
| EOY | 5244113 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5624024 | BOY |
| EOY | 8917240 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3202419 | BOY |
| EOY | 3143695 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62064 | BOY |
| EOY | 56426 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2371676 | BOY |
| EOY | 4148887 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 269999604 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 56703110 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 188002010 | BOY |
| EOY | 213296494 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50062018 | BOY |
| EOY | 55992556 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13777391 | BOY |
| EOY | 24614844 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53715 | BOY |
| EOY | 53715 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 314912403 | BOY |
| EOY | 385272784 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9548149 | BOY |
| EOY | 14215000 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2563914 | BOY |
| EOY | 2566447 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6925563 | BOY |
| EOY | 7576899 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62295000 | BOY |
| EOY | 80740000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31835000 | BOY |
| EOY | 41568000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8406884 | BOY |
| EOY | 17749903 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121574510 | BOY |
| EOY | 164416249 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 163017968 | BOY |
| EOY | 186042319 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15262285 | BOY |
| EOY | 19574939 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15057640 | BOY |
| EOY | 15239277 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 193337893 | BOY |
| EOY | 220856535 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 314912403 | BOY |
| EOY | 385272784 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 32791539 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2263603 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -7536500 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $60,240 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 60240 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Lobbying activities | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1 | ReturnReference |
| Explanation | The University engaged a lobbying organization to assist in obtaining federal funding for various university projects. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 98175551 | BeginningOfYearBalance |
| Contributions | 2937685 | Contributions |
| Investment Earnings Or Losses | 10188110 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 410978 | GrantsOrScholarships |
| Other Expenditures | 229608 | OtherExpenditures |
| Administrative Expenses | 366555 | AdministrativeExpenses |
| End Of Year Balance | 110294205 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 89233153 | BeginningOfYearBalance |
| Contributions | 12003177 | Contributions |
| Investment Earnings Or Losses | -2086433 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 382386 | GrantsOrScholarships |
| Other Expenditures | 277667 | OtherExpenditures |
| Administrative Expenses | 314293 | AdministrativeExpenses |
| End Of Year Balance | 98175551 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 59865362 | BeginningOfYearBalance |
| Contributions | 17496856 | Contributions |
| Investment Earnings Or Losses | 12796284 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 375205 | GrantsOrScholarships |
| Other Expenditures | 213551 | OtherExpenditures |
| Administrative Expenses | 336593 | AdministrativeExpenses |
| End Of Year Balance | 89233153 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 38563457 | BeginningOfYearBalance |
| Contributions | 16052378 | Contributions |
| Investment Earnings Or Losses | 6381026 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 367132 | GrantsOrScholarships |
| Other Expenditures | 233641 | OtherExpenditures |
| Administrative Expenses | 530726 | AdministrativeExpenses |
| End Of Year Balance | 59865362 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 47754372 | BeginningOfYearBalance |
| Contributions | 4059403 | Contributions |
| Investment Earnings Or Losses | -12103840 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 492744 | GrantsOrScholarships |
| Other Expenditures | 330228 | OtherExpenditures |
| Administrative Expenses | 323506 | AdministrativeExpenses |
| End Of Year Balance | 38563457 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.71000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.16000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.13000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14265988 | OtherCostOrOtherBasis |
| Book Value | 14265988 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 196174424 | OtherCostOrOtherBasis |
| Depreciation | 32071044 | Depreciation |
| Book Value | 164103380 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7932215 | OtherCostOrOtherBasis |
| Depreciation | 6736395 | Depreciation |
| Book Value | 1195820 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20083338 | OtherCostOrOtherBasis |
| Depreciation | 10917482 | Depreciation |
| Book Value | 9165856 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 31543639 | OtherCostOrOtherBasis |
| Depreciation | 6978189 | Depreciation |
| Book Value | 24565450 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 213296494 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 9746542 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 3780760 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| REAL ESTATE | 5180778 | F |
| TANGIBLE ASSETS | 5906764 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 24614844 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (8 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO IWHS | $2,000,955 |
| DUE TO SACHS | $869,624 |
| ANNUITIES PAYABLE | $11,744 |
| AMOUNTS HELD ON BEHALF OF OTHE | $158,044 |
| DEPOSITS | $5,028,405 |
| DUE TO IWEF | $625,092 |
| DEFERRED LOSS ON INTEREST RATE SWAP | $913,319 |
| BOND ISSUE PREMIUM | $8,142,720 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 17749903 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Collections of art under SFAS 116 | 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. |
| Collection of art | 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. |
| Endowment funds | 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. |
| Tax Status | 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, 2013, 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 2010. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Promotional activities | Part I, Line 3 | Promotional activities on TV, magazines, newspapers, and billboards. |
| Financial aid and assistance from governmental agencies | Part I, Line 6a | THE UNIVERSITY RECEIVES FEDERAL AND STATE GRANT FUNDS FOR FINANCIAL ASSISTANCE FOR STUDENTS AND OTHER EDUCATIONAL PURPOSES. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SWING-IN | NameOfEvent1 |
| Gross Receipts Event1 | 449213 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 303411 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 145802 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 68529 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 19338 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 12256 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 25982 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FASHION SHOW | NameOfEvent2 |
| Gross Receipts Event2 | 94759 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 50385 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 44374 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 5095 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 11936 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 27360 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 26060 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 38530 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 23240 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 15290 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 639 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 14128 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 60 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 582502 | GrossReceiptsTotal |
| Charitable Contributions Total | 377036 | CharitableContributionsTotal |
| Gross Revenue Total Events | 205466 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 74263 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 45402 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 39616 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 52102 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 211383 | DirectExpenseSummaryEvents |
| Net Income Summary | -5917 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Faculty/staff dependent waivers | 208 | 1930133 |
| Scholarships, grants, and discounts | 7808 | 50004997 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Monitoring of use of grant funds | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | The University of the Incarnate Word determines whether an individual qualifies for scholarships or grants by an application process that does not discriminate. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Agnese Jr Louis J | ||||||||||||||
| Trustee and President | 552915 | 0 | 85000 | 0 | 59748 | 0 | 17500 | 0 | 70878 | 0 | 786041 | 0 | 0 | 0 |
| Endsley Douglas | ||||||||||||||
| VP for Business and Finance | 210037 | 0 | 0 | 0 | 47000 | 0 | 17500 | 0 | 21186 | 0 | 295723 | 0 | 0 | 0 |
| Jurenovich David | ||||||||||||||
| VP Enrollment Mgmt/Student Ser | 192611 | 0 | 3000 | 0 | 21058 | 0 | 15486 | 0 | 11740 | 0 | 243895 | 0 | 0 | 0 |
| Porter Cyndi | ||||||||||||||
| VP Extended Academic Programs | 166102 | 0 | 3000 | 0 | 17883 | 0 | 13068 | 0 | 6122 | 0 | 206175 | 0 | 0 | 0 |
| Eidson Patrick | ||||||||||||||
| VP Information Resources | 157465 | 0 | 0 | 0 | 6916 | 0 | 11938 | 0 | 8926 | 0 | 185245 | 0 | 0 | 0 |
| Buzzelli Andrew | ||||||||||||||
| Dean, School of Optometry | 211579 | 0 | 1020 | 0 | 25064 | 0 | 16549 | 0 | 2644 | 0 | 256856 | 0 | 0 | 0 |
| Johnson-Fannin Arcelia | ||||||||||||||
| Dean, School of Pharmacy | 204922 | 0 | 1020 | 0 | 6449 | 0 | 15047 | 0 | 6070 | 0 | 233508 | 0 | 0 | 0 |
| Kennan Lawrence | ||||||||||||||
| Head Football Coach | 171622 | 0 | 340 | 0 | 9201 | 0 | 12879 | 0 | 7056 | 0 | 201098 | 0 | 0 | 0 |
| Doyle Denise | ||||||||||||||
| Chancellor | 112035 | 0 | 3340 | 0 | 62280 | 0 | 12320 | 0 | 3882 | 0 | 193857 | 0 | 0 | 0 |
| Light Kathleen | ||||||||||||||
| Provost | 134319 | 0 | 0 | 0 | 18505 | 0 | 10979 | 0 | 6963 | 0 | 170766 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Compensation to president | 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. |
| Compensation to Sr. Kathleen Coughlin | 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 $207,806. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| 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) |
|---|---|---|
| Issuer EIN | 521830729 | IssuerEIN |
| CUSIP Number | 681139AV3 | CUSIPNumber |
| Date Issued | 2012-11-28 | DateIssued |
| Issue Price | 75716935 | IssuePrice |
| Description Of Purpose | See Part VI | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 0 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 75717688 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 802542 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 13144863 | CapitalExpenditures |
| Other Spent Proceeds | 45236266 | OtherSpentProceeds |
| Amount Unspent | 16473125 | AmountUnspent |
| Year Of Subst Completion | 2014 | YearOfSubstCompletion |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | false | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | true | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | true | MngmentCntrctBondFinancdPrprty |
| Engage Bond Counsel Contracts | false | EngageBondCounselContracts |
| Any Research Agreements | false | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Bond Iss Meet Prvt Security Pay Test | false | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedProp |
| Remedial Action Taken | false | RemedialActionTaken |
| Non Qualified Bond Remed Procdrs | false | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiled |
| Rebate Not Due Yet | true | RebateNotDueYet |
| Exception To Rebate | false | ExceptionToRebate |
| No Rebate Due | false | NoRebateDue |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | false | ProcToUndertkCorrectiveAction |
Form990 Schedule K Part VI Form990ScheduleKPartVI (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of purpose for bond issues | Part I, line A(f) and b(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. |
| Bond issuer name | Part I, Column A | The full name of the issuer for the 2012 bonds is Olmos Park, Texas (City of) Higher Education Facilities Corporation. |
| Investment earnings | Part II, line 3 | Investment earnings of $753 account for the difference between the issue price reported on Part I, column (e) and total proceeds reported on Part II, line 3. Other Spent Proceeds Part II, line 11 $45,236,266 was used to refund the 2007 and 2008 bonds. Other Unspent Proceeds Part II, line 12 $16,473,125 represents unspent proceeds for construction. |
| Post issuance written procedures | 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. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Charles Amato | |||
| UIW trustee/SWBC CEO | 854806 | Property & liability insurance | false |
| Michael Belz | |||
| UIW Trustee/CLI CEO | 208330 | UIW employee life insurance | false |
| Doyle Beneby | |||
| UIW Trustee/CPS CEO | 2710455 | Electric utilities | false |
| Winell Herron | |||
| UIW Trustee/HEB VP | 169897 | Employee bonus gift cards | false |
| Carmen Nava | |||
| UIW Trustee/AT&T Sr. VP | 297937 | Telecommunications | false |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 90 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 34947 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 277338 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 650000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 35 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5568 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 446 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (5 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | SWING IN | 143 | 68529 | Fair market value |
| X | FASHION SHOW | 2 | 2025 | Fair market value |
| X | GIFT CERTIFICATES | 38 | 24228 | Fair market value |
| X | ELECTRONICS | 1 | 329 | Fair market value |
| X | PHOTOGRAPHY SERVICES | 1 | 3010 | Fair market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Number of employees reported on W-3 | 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. |
| Members of the Corporation | 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. |
| Elections of the Board | 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. |
| Decisions subject to approval | 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 availability | 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. |
| Conflict of interest | Form 990, Part VI, Section B, Line 12c | Trustees and the executive council 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. |
| Approval of salaries and bonuses | 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 2013. |
| Availability of documents | Form 990, Part VI, Section C, Line 19 | Documents are available to the general public upon request. |
| Other Changes In Net Assets | Form 990, Part XI, Line 9 | Transfer to Incarnate Word Education Foundation: ($7,536,500.00) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (7 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Incarnate Word High School | ||
| K | 155000 | Cash |
| St Anthony Catholic High School | ||
| d | 3450000 | Cash |
| Sisters of Charity of the Incarnate Word | ||
| K | 148020 | Cash |
| Sisters of Charity of the Incarnate Word | ||
| r | 167000 | Cash |
| Incarnate Word Education Foundation | ||
| c | 250000 | Cash |
| Incarnate Word Education Foundation | ||
| r | 7536500 | Cash |
| St Anthony Catholic High School | ||
| k | 125000 | Cash |
Comments