2014-04-15T17:17:23-05:00 2013-05-31 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 4000 INDIANAPOLIS IN 46204 990 2012-06-01 741109661 University Of the Incarnate Word % UNIV OF THE INCARNATE WORD UNIV 2108296037 4301 Broadway Suite San Antonio TX 782096318 EDITH COGDELL 2014-04-15 3176817000 2012 2015-11-30 17:44:51Z DR LOUIS AGNESE JR 4301 BROADWAY SAN ANTONIO TX 78209 281435480 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. 32 25 2784 888 -25213 -25213 11453494 16723066 161714238 178436234 5107170 8904601 3296500 3350431 181571402 207414332 46700813 51935130 0 0 63715048 71637595 25 0 1381153 42672692 51050068 153088578 174622793 28482824 32791539 314912403 385272784 121574510 164416249 193337893 220856535 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 62864163 165257576 Higher education: Instruction: Services undergraduate and graduate students in San Antonio and South Texas and related academic support, research and public service. 51935130 51935130 Higher education: Scholarships and fellowships: financial aid for students. 17271315 11793008 Higher education: Auxiliary Enterprises: Dorm and food service costs service UIW students, athletics help provide body development. 5341222 1385650 Higher education: Student services: Enrollment services, registrar, health services and counseling. 5341222 1385650 137411830 true true false true false false false true false true true true 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 277 0 true 2784 true true true false false false false true true false false false false X 32 25 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 Louis J 31.75 8.25 X X 697663 0 88378 Amato Charles 1.0 2.0 X 0 0 0 Beckendorf Scott 1.0 0.0 X 0 0 0 Belz Michael 1.0 0.0 X 0 0 0 Beneby Doyle 1.0 0.0 X 0 0 0 Benson Gayle 1.0 0.0 X 0 0 0 Beucler Michael 1.0 0.0 X 0 0 0 Cibrian David 1.0 0.0 X 0 0 0 Craven Annette 40.0 0.0 X 90792 0 11259 Curiel Sister Martha Estela Perez 1.0 0.0 X 0 0 0 Feik John 1.0 0.0 X 0 0 0 Flores Sister Marinela 1.0 0.0 X 0 0 0 Guajardo Jonathan 1.0 0.0 X 0 0 0 Henry Gary 1.0 2.0 X 0 0 0 Henry Sister Mary 1.0 0.0 X 0 0 0 Herron Winell 1.0 0.0 X 0 0 0 Kelso Betty 1.0 0.0 X 0 0 0 Kudla Nancy 1.0 0.0 X 0 0 0 Lewis Jack III 1.0 0.0 X 0 0 0 Lutz Charles 1.0 2.0 X 0 0 0 Maya Sister Teresa Yolanda 1.0 0.0 X 0 0 0 Miller John 1.0 0.0 X 0 0 0 Moll William 1.0 0.0 X 0 0 0 Nava Carmen 1.0 0.0 X 0 0 0 Pellegrino Enzo 1.0 0.0 X 0 0 0 Peveto John 1.0 0.0 X 0 0 0 Pezold Sister Annette 1.0 0.0 X 0 0 0 Pontious Marky 1.0 0.0 X 0 0 0 Reyes Joseph 1.0 0.0 X 0 0 0 Scholsberg Richard III 1.0 0.0 X 0 0 0 Tarango Sister Yolanda 1.0 2.0 X 0 0 0 Villalon Sister Gloria Ortiz 1.0 1.0 X 0 0 0 Dreeben Alan 1.0 0.0 X 0 0 0 Clingman James 1.0 0.0 X 0 0 0 Endsley Douglas 31.5 8.5 X 257037 0 38686 Jurenovich David 40.0 0.0 X 216669 0 27226 Porter Cyndi 40.0 0.0 X 186985 0 19190 Coughlin Sister Kathleen 40.0 0.0 X 0 0 0 Eidson Patrick 40.0 0.0 X 164381 0 20864 Buzzelli Andrew 40.0 0.0 X 237663 0 19193 Johnson-Fannin Arcelia 40.0 0.0 X 212391 0 21117 Kennan Lawrence 40.0 0.0 X 181163 0 19935 Doyle Denise 40.0 0.0 X 177655 0 16202 Light Kathleen 40.0 0.0 X 152824 0 17942 2575223 0 299992 83 false true false 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 23 89936 377036 299667 10921520 5034907 1066545 16723066 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 690264 690264 178436234 2933571 42 2933529 0 0 1624222 1216777 407445 0 407445 -61000 468445 78564018 72592988 5971030 5971030 5971030 205466 377036 211383 -5917 -5917 0 0 CHARGES/PENALTIES AND FEES 611710 988517 988517 INTERNATIONAL PROGRAMS 611710 845523 845523 PARKING 611710 452416 452416 662447 35745 626702 2948903 207414332 178436234 -25213 12280245 0 51935130 51935130 0 0 2123049 158692 1754417 209940 0 59195570 46339262 12062363 793945 3369768 2586700 729605 53463 2487645 2017976 420780 48889 4461563 3642289 759380 59894 0 410812 410812 371616 371616 60240 60240 0 50256 50256 4873360 2236626 2626165 10569 2166753 621272 1545481 13912328 9244311 4611719 56298 5199216 2390760 2800981 7475 0 4439990 1796034 2643956 2575410 2108114 446552 20744 0 401915 294911 99517 7487 2660002 2434815 225187 0 6159300 4927440 1231860 863192 284969 578223 STUDENT BOOKS 1592383 1592383 BAD DEBT 1264625 23861 1240764 ENTERTAINMENT 1127848 755840 353363 18645 ROOM AND BOARD 543130 543130 2377692 1477315 866813 33564 174622793 137411830 35829810 1381153 4888194 18293060 39263943 51511754 7604949 5244113 5624024 8917240 0 0 0 0 3202419 3143695 62064 56426 2371676 4148887 269999604 56703110 188002010 213296494 50062018 55992556 13777391 24614844 0 0 0 0 53715 53715 314912403 385272784 9548149 14215000 2563914 2566447 6925563 7576899 62295000 80740000 0 0 0 0 0 0 31835000 41568000 8406884 17749903 121574510 164416249 X 163017968 186042319 15262285 19574939 15057640 15239277 193337893 220856535 314912403 385272784 X 32791539 2263603 -7536500 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 Lobbying activities 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 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 47754372 4059403 -12103840 492744 330228 323506 38563457 0.71000 0.16000 0.13000 true false 14265988 14265988 196174424 32071044 164103380 7932215 6736395 1195820 20083338 10917482 9165856 31543639 6978189 24565450 213296494 9746542 F 3780760 F REAL ESTATE 5180778 F TANGIBLE ASSETS 5906764 F 24614844 0 DUE TO IWHS 2000955 DUE TO SACHS 869624 ANNUITIES PAYABLE 11744 AMOUNTS HELD ON BEHALF OF OTHE 158044 DEPOSITS 5028405 DUE TO IWEF 625092 DEFERRED LOSS ON INTEREST RATE SWAP 913319 BOND ISSUE PREMIUM 8142720 17749903 X 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. true true true true true true true false false false false false false false false true false true 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. SWING-IN 449213 303411 145802 68529 19338 12256 25982 FASHION SHOW 94759 50385 44374 5095 11936 27360 26060 1 38530 23240 15290 639 14128 60 582502 377036 205466 74263 45402 39616 52102 211383 -5917 true Faculty/staff dependent waivers 208 1930133 Scholarships, grants, and discounts 7808 50004997 Monitoring of use of grant funds 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 Louis J 552915 0 85000 0 59748 0 17500 0 70878 0 786041 0 0 0 Endsley Douglas 210037 0 0 0 47000 0 17500 0 21186 0 295723 0 0 0 Jurenovich David 192611 0 3000 0 21058 0 15486 0 11740 0 243895 0 0 0 Porter Cyndi 166102 0 3000 0 17883 0 13068 0 6122 0 206175 0 0 0 Eidson Patrick 157465 0 0 0 6916 0 11938 0 8926 0 185245 0 0 0 Buzzelli Andrew 211579 0 1020 0 25064 0 16549 0 2644 0 256856 0 0 0 Johnson-Fannin Arcelia 204922 0 1020 0 6449 0 15047 0 6070 0 233508 0 0 0 Kennan Lawrence 171622 0 340 0 9201 0 12879 0 7056 0 201098 0 0 0 Doyle Denise 112035 0 3340 0 62280 0 12320 0 3882 0 193857 0 0 0 Light Kathleen 134319 0 0 0 18505 0 10979 0 6963 0 170766 0 0 0 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. A Olmos Park Texas (see schedule O) 521830729 681139AV3 2012-11-28 75716935 See Part VI false false false A 0 0 75717688 0 0 0 802542 0 0 13144863 45236266 16473125 2014 true false false 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 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. 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 X 90 Fair market value X 34947 Fair market value X 1 X 8 277338 Fair market value X 1 650000 Fair market value X 1 35 Fair market value X 13 5568 Fair market value X 1 446 Fair market value 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 false true false 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) 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 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