UNIVERSITY OF THE SOUTHWEST: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF THE SOUTHWEST (EIN 85-0164940)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2014-09-22
- IRS object ID
- 201422669349300042
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-22T15:49:30-07:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850164940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF THE SOUTHWEST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5753926561 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6610 N Lovington Hwy | AddressLine1 |
| City | Hobbs | City |
| State | NM | State |
| ZIP Code | 882409120 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gary Dill | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5753926561 | PhoneNum |
| Signature | 2014-09-22 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Gary Dill | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6610 N Lovington Hwy | AddressLine1 |
| City | Hobbs | City |
| State | NM | State |
| ZIP Code | 88240 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,106,123 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.usw.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Activity Or Mission | University of the Southwest is a Christ-centered educational community dedicated to developing men and women for a lifetime of servant leadership by emphasizing faith, responsibility, and initiative. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 184 | TotalEmployeeCnt |
| Total Volunteers | 80 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,406,366 | PYContributionsGrantsAmt |
| CY Contributions Grants | $956,759 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,172,509 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,792,356 | CYProgramServiceRevenueAmt |
| PY Investment Income | $28,011 | PYInvestmentIncomeAmt |
| CY Investment Income | $275,279 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,582 | PYOtherRevenueAmt |
| CY Other Revenue | $3,377 | CYOtherRevenueAmt |
| PY Total Revenue | $10,623,468 | PYTotalRevenueAmt |
| CY Total Revenue | $12,027,771 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,633,312 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,643,014 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,450,484 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,137,175 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $167,423 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,855,599 | PYOtherExpensesAmt |
| CY Other Expenses | $5,541,006 | CYOtherExpensesAmt |
| PY Total Expenses | $11,939,395 | PYTotalExpensesAmt |
| CY Total Expenses | $12,321,195 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,315,927 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$293,424 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,557,741 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,998,512 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,060,007 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,706,740 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,497,734 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,291,772 | NetAssetsOrFundBalancesEOYAmt |
| Mission | University of the Southwest is a Christ-centered educational community dedicated to developing men and women for a lifetime of servant leadership by emphasizing individual faith, responsibility and initiative. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,451,644 | ExpenseAmt |
| Grant | $1,559,530 | GrantAmt |
| Revenue | $3,982,508 | RevenueAmt |
| Desc | Undergraduate educational programs serving 318 students | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,469,683 | ExpenseAmt |
| Grant | $8,679 | GrantAmt |
| Revenue | $5,787,876 | RevenueAmt |
| Desc | Graduate educational programs serving 605 students | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $425,676 | ExpenseAmt |
| Grant | $74,805 | GrantAmt |
| Revenue | $952,781 | RevenueAmt |
| Desc | Residence halls and student meal programs serving 172 students | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $77,341 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $69,191 | RevenueAmt |
| Desc | Miscellaneous Education Related Program Service Revenue | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $77,341 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $69,191 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $11,424,344 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 184 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ron McBee CFO | PersonNm |
| Phone | 5753926561 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6610 N Lovington Hwy | AddressLine1 |
| City | Hobbs | City |
| State | NM | State |
| ZIP Code | 882409120 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Gary Fonay | ||||||||
| Board Member | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Cliff Brunson | ||||||||
| Board Member | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Samuel Spencer Jr | ||||||||
| Board Member | 2 | 1 | Yes (X) | $0 | $0 | $0 | ||
| Nancy Shaw | ||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| David Pyeatt | ||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Heather Evans | ||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Debra Hicks | ||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Cindy Bryan | ||||||||
| Board Member | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Brad Caress | ||||||||
| Board Member | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Laura Castillo | ||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Christopher Driskill | ||||||||
| Board Member | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Gary Sims | ||||||||
| Board Member | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Michael Whitehead | ||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Shannon Duncan | ||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Gary Eidson | ||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Larry Scott | ||||||||
| Board Member | 1 | 1 | Yes (X) | $0 | $0 | $0 | ||
| Gregory OD Smith | ||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Judy Britton | ||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Ken Bromley | ||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Suzie Brown | ||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Will Hawkins | ||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| George Klein | ||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Finn Smith | ||||||||
| Board Member | 2 | 1 | Yes (X) | $0 | $0 | $0 | ||
| Garry Buie | ||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Calvin Hill | ||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Gary Dill | ||||||||
| President | 40 | 1 | $159,232 | $0 | $24,512 | Yes (X) | ||
| James Smith | ||||||||
| Provost | 40 | 0 | $112,243 | $0 | $4,988 | Yes (X) | ||
| Dee Mooney | ||||||||
| Vice President/Chief Financial Officer | 40 | 1 | $153,611 | $0 | $23,227 | Yes (X) | ||
| David Arnold | ||||||||
| Campus Steward | 40 | 0 | $114,274 | $0 | $13,436 | Yes (X) | ||
| Mike Galvan | ||||||||
| Dean of Athletics | 40 | 0 | $45,333 | $0 | $1,869 | Yes (X) | ||
| Rebecca Whitley | ||||||||
| Dean of Enrollment Services and Registrar | 40 | 0 | $44,314 | $0 | $14,846 | Yes (X) | ||
| William Weidner | ||||||||
| Dean of Students and Director of Athletics | 40 | 0 | $9,862 | $0 | $661 | Yes (X) | ||
| Michele Goar | ||||||||
| Senior Director of Admission & Recruitment | 40 | 0 | $22,997 | $0 | $4,235 | Yes (X) | ||
| Ryan Tipton | ||||||||
| Vice President of Technology & Online Learning | 40 | 0 | $103,017 | $0 | $0 | Yes (X) | ||
| Marianne Westbrook | ||||||||
| Dean/Professor | 40 | 0 | $106,252 | $0 | $10,981 | Yes (X) | ||
| Mike Westbrook | ||||||||
| Associate Professor | 40 | 0 | $109,052 | $0 | $12,697 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $980,187 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $111,452 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $40,600 | FundraisingAmt |
| Related Organizations | $147,794 | RelatedOrganizationsAmt |
| Government Grants | $117,465 | GovernmentGrantsAmt |
| All Other Contributions | $650,900 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $956,759 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Undergraduate Tuition and Fees | 611310 | $3,982,508 | $3,982,508 | $0 | $0 |
| Graduate Tuition and Fees | 611310 | $5,787,876 | $5,787,876 | $0 | $0 |
| Residence Halls and Meal Plans | 721310 | $952,781 | $952,781 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,191 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $69,191 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,792,356 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,869 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,869 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,057 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,057 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $44,783 | SecuritiesAmt |
| Other | $257,649 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,937 | SecuritiesAmt |
| Other | $23,085 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,846 | SecuritiesAmt |
| Other | $234,564 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $256,410 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $256,410 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $7,650 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $40,600 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $32,330 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$24,680 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$24,680 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,027,771 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,095,692 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$24,680 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,643,014 | TotalAmt |
| Program Services | $1,643,014 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $890,047 | TotalAmt |
| Program Services | $525,006 | ProgramServicesAmt |
| Management And General | $310,333 | ManagementAndGeneralAmt |
| Fundraising | $54,708 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,432,789 | TotalAmt |
| Program Services | $3,217,223 | ProgramServicesAmt |
| Management And General | $157,713 | ManagementAndGeneralAmt |
| Fundraising | $57,853 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,024 | TotalAmt |
| Program Services | $15,934 | ProgramServicesAmt |
| Management And General | $787 | ManagementAndGeneralAmt |
| Fundraising | $303 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,800 | TotalAmt |
| Program Services | $403,269 | ProgramServicesAmt |
| Management And General | $45,955 | ManagementAndGeneralAmt |
| Fundraising | $12,576 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $335,515 | TotalAmt |
| Program Services | $292,642 | ProgramServicesAmt |
| Management And General | $34,473 | ManagementAndGeneralAmt |
| Fundraising | $8,400 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,948 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $17,948 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,637 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $36,637 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,045,531 | TotalAmt |
| Program Services | $2,033,101 | ProgramServicesAmt |
| Management And General | $9,675 | ManagementAndGeneralAmt |
| Fundraising | $2,755 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,265 | TotalAmt |
| Program Services | $98,633 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $2,632 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,999 | TotalAmt |
| Program Services | $47,474 | ProgramServicesAmt |
| Management And General | $30,661 | ManagementAndGeneralAmt |
| Fundraising | $7,864 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $335,652 | TotalAmt |
| Program Services | $335,652 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $637,897 | TotalAmt |
| Program Services | $637,897 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,975 | TotalAmt |
| Program Services | $253,910 | ProgramServicesAmt |
| Management And General | $13,175 | ManagementAndGeneralAmt |
| Fundraising | $5,890 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,992 | TotalAmt |
| Program Services | $21,164 | ProgramServicesAmt |
| Management And General | $2,217 | ManagementAndGeneralAmt |
| Fundraising | $611 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $526,425 | TotalAmt |
| Program Services | $526,425 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,729 | TotalAmt |
| Program Services | $70,729 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Curriculum Fees | $570,294 | $570,294 | $0 | $0 |
| Food Service | $352,841 | $352,841 | $0 | $0 |
| Program & Testing Supplies | $166,087 | $158,512 | $321 | $7,254 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,734 | TotalAmt |
| Program Services | $220,624 | ProgramServicesAmt |
| Management And General | $69,533 | ManagementAndGeneralAmt |
| Fundraising | $6,577 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,321,195 | TotalAmt |
| Program Services | $11,424,344 | ProgramServicesAmt |
| Management And General | $729,428 | ManagementAndGeneralAmt |
| Fundraising | $167,423 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,625 | BOYAmt |
| EOY | $10,625 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,090,467 | BOYAmt |
| EOY | $1,884,576 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,087 | BOYAmt |
| EOY | $58,651 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,873 | BOYAmt |
| EOY | $85,527 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,147 | BOYAmt |
| EOY | $65,589 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $25,783,544 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,841,481 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,458,588 | BOYAmt |
| EOY | $17,942,063 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $846,954 | BOYAmt |
| EOY | $951,481 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,557,741 | BOYAmt |
| EOY | $20,998,512 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,924 | BOYAmt |
| EOY | $329,038 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,062 | BOYAmt |
| EOY | $701,101 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,494,356 | BOYAmt |
| EOY | $4,667,936 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,665 | BOYAmt |
| EOY | $8,665 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,060,007 | BOYAmt |
| EOY | $5,706,740 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,949,354 | BOYAmt |
| EOY | $2,049,114 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,858,179 | BOYAmt |
| EOY | $12,552,457 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $690,201 | BOYAmt |
| EOY | $690,201 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,497,734 | BOYAmt |
| EOY | $15,291,772 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,557,741 | BOYAmt |
| EOY | $20,998,512 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$293,424 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $87,462 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $0 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 | FormAndLineReferenceDesc |
| Explanation | The University pays membership dues to several state, regional, and national professional organizations (NAICU, NAIA, NACUBO, NASFA, CIC, NMIC, CCCU, etc.) consisting of numerous colleges and universities. Some of the professional organizations incude varying degrees of lobbying activities in their overall focus. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,473,209 | BeginningYearBalanceAmt |
| Contributions | $106,850 | ContributionsAmt |
| Investment Earnings Or Losses | $1,035,466 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $51,171 | GrantsOrScholarshipsAmt |
| Other Expenditures | $123,469 | OtherExpendituresAmt |
| Administrative Expenses | $28 | AdministrativeExpensesAmt |
| End Year Balance | $6,440,857 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,556,147 | BeginningYearBalanceAmt |
| Contributions | $117,925 | ContributionsAmt |
| Investment Earnings Or Losses | $957,160 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $44,886 | GrantsOrScholarshipsAmt |
| Other Expenditures | $113,137 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $5,473,209 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,519,616 | BeginningYearBalanceAmt |
| Contributions | $19,575 | ContributionsAmt |
| Investment Earnings Or Losses | $175,651 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $25,214 | GrantsOrScholarshipsAmt |
| Other Expenditures | $133,444 | OtherExpendituresAmt |
| Administrative Expenses | $37 | AdministrativeExpensesAmt |
| End Year Balance | $4,556,147 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,857,080 | BeginningYearBalanceAmt |
| Contributions | $8,500 | ContributionsAmt |
| Investment Earnings Or Losses | $765,333 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $111,069 | OtherExpendituresAmt |
| Administrative Expenses | $228 | AdministrativeExpensesAmt |
| End Year Balance | $4,519,616 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,286,138 | BeginningYearBalanceAmt |
| Contributions | $109,161 | ContributionsAmt |
| Investment Earnings Or Losses | $575,168 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $113,202 | OtherExpendituresAmt |
| Administrative Expenses | $185 | AdministrativeExpensesAmt |
| End Year Balance | $3,857,080 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.71 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.29 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $101,770 | OtherCostOrOtherBasisAmt |
| Book Value | $101,770 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $22,579,892 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,736,188 | DepreciationAmt |
| Book Value | $16,843,704 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,769,105 | OtherCostOrOtherBasisAmt |
| Depreciation | $864,571 | DepreciationAmt |
| Book Value | $904,534 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,332,777 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,240,722 | DepreciationAmt |
| Book Value | $92,055 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,942,063 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Funds held for student organizations | Desc |
| Amt | $8,665 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,665 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $10,504,549 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $87,462 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $32,330 | OtherRevenueAmt |
| Revenue Not Reported | $119,792 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,384,757 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,643,014 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,643,014 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,027,771 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,710,511 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $32,330 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $32,330 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,678,181 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,643,014 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,643,014 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,321,195 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | The University uses the earnings from the endowed funds to award scholarships to students or fund the operations of the University in accordance with the intent of the donor. |
| Schedule D, Part XI, Line 2d | Direct expenses of fundraising event |
| Schedule D, Part XI, Line 4b | Tuition Discount |
| Schedule D, Part XII, Line 2d | Direct expenses of fundraising event |
| Schedule D, Part XII, Line 4b | Tuition discount |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | The University catalog, which includes the racially nondiscriminatory policy, is posted on the University website. The policy has also been published in the local newspaper. Media efforts encourage inquiries from all interested parties. Recruiting efforts target all racial populations. University of the Southwest has been classified as a Hispanic-serving institution by the US Department of Education. |
| Schedule E, Part I, Line 6 | Students attending University of the Southwest are eligible to receive Federal Title IV financial assistance administered through the University. New Mexico residents attending the University are eligible to receive financial assistance from the State of News Mexico administered through the University. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Free Enterprise Dinner | NameOfEvent1Amt |
| Gross Receipts Event1 | $48,250 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $40,600 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $7,650 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,921 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $15,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $10,409 | OtherDirectExpensesEvent1Amt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $48,250 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $40,600 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $7,650 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $6,921 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $15,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $10,409 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $32,330 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$24,680 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Tuition grants and scholarships | GrantTypeTxt |
| Recipient | 343 | RecipientCnt |
| Cash Grant | $161,421 | CashGrantAmt |
| Non Cash Assistance | $1,481,593 | NonCashAssistanceAmt |
| Valuation Method Used | Actual award amount | ValuationMethodUsedDesc |
| Non Cash Assistance | Unfunded tuition discounts | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Financial assistance programs at the University are funded through a variety of sources. It is intended that the various financial assistance programs be used to recognize academic, athletic, servant leadership, and special achievement; meet financial needs; or provide self-help opportunities through student work-study programs and parent/student loans. While it is not possible to guarantee that funding will be available for every needy applicant, the financial assistance programs at the University are designed to help cover the difference between the direct cost of attending the University and the student's own resources. Each application is reviewed based upon an individual assessment in order to determine the type of resources that will best serve the student. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gary Dill | ||||||||||||||
| President | $138,817 | $0 | $0 | $0 | $20,415 | $0 | $6,393 | $0 | $18,119 | $0 | $183,744 | $0 | $0 | $0 |
| Dee Mooney | ||||||||||||||
| Vice President/Chief Financial Officer | $108,549 | $0 | $0 | $0 | $45,062 | $0 | $4,999 | $0 | $18,228 | $0 | $176,838 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J F Maddox Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | Donor | RelationshipWithOrgTxt |
| Loan Purpose | Construction | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $7,000,000 | OriginalPrincipalAmt |
| Balance Due | $7,000,000 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $7,000,000 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Lea County State Bank | |||
| A member of the Board of Trustees is an officer at the bank at which the University has accounts | $1,862,683 | Total deposits as of May 31, 2014 | 0 |
| Daniels Insurance | |||
| A member of the Board of Trustees is the insurance agent for the University | $154,591 | Insurance premiums paid | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | Two members of the Board of Trustees are partners in a business venture. |
| Form 990, Part VI, Section A, Line 7b | The decision of the Board of Trustees regarding the distribution of assets in the event of dissolution of the organization must be approved by the J. F Maddox Foundation. |
| Form 990, Part VI, Section B, Line 11b | The Form 990 is reviewed by the Audit and Finance Committee of the Board of Trustees and an electronic copy of the completed Form 990 is made available to all members of the Board of Trustees prior to filing the return. Discussion regarding the Form 990 is included on the agenda for the annual meeting of the Board of Trustees prior to filing the return. |
| Form 990, Part VI, Section B, Line 12c | Consistent with the institution's established "conflict of interest" policy, all trustees, directors, and officers self-disclose conflicts annually. In addition, as specified in the policy, trustees, directors, and officers recuse themselves are/or recused from decisions relating to areas of possible or perceived conflicts. |
| Form 990, Part VI, Section B, Line 15 | Comparable data is consulted in establishing salary ranges. In no circumstance is any officer or key employee compensated at a rate exceeding peer institutions. |
| Form 990, Part VI, Section C, Line 19 | All governing documents, conflict of interest policy, and financial statements are available upon request from the Office of the University President. |
| Form 990, Part IX, Line 11g | The University has engaged an organization to assist in marketing and the identification of prospective students at a cost of $927,711 for the current year. The University also engaged another organization to provide supplemental recruiting and enrollment services on a monthly fee basis at a total cost of $980,400 for the current year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of the Southwest Foundation | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6610 N Lovington Hwy | AddressLine1 |
| City | Hobbs | City |
| State | NM | State |
| ZIP Code | 88240 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237424724 | EIN |
| Primary Activities | Support the mission and operations of University of the Southwest | PrimaryActivitiesTxt |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Type III-Other | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| University of the Southwest Foundation | ||
| c | $147,794 | Annual distribution from earnings of endowments based upon an established spending policy as approved and enacted by the Board of Directors of the University of the Southwest Foundation. The current spending policy is 4% of a four-year average market value. |
| University of the Southwest Foundation | ||
| e | $0 | The University of the Southwest Foundation extended a short-term operating line of credit to the University to provide operating cash, if needed, prior to the receipt of tuition revenue at the start of the semester. The University did not utilize the line of credit. |
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