2014-04-07T13:21:38-05:00 2013-05-31 BKD LLP 2800 Post Oak Blvd Ste 3200 HOUSTON TX 77056 990 2012-06-01 750800691 TEXAS WESLEYAN UNIVERSITY % KAREN MONTGOMERY TEXA 8175316571 1201 WESLEYAN ST Suite FORT WORTH TX 76105 FREDERICK G SLABACH 8175316571 2014-04-15 true M Paige Gerich 7134994600 2012 2015-11-30 17:44:51Z FREDERICK G SLABACH 1201 WESLEYAN ST FORT WORTH TX 76105 90423616 false X www.txwes.edu X 1914 TX TEXAS WESLEYAN UNIVERSITY (THE UNIVERSITY), FOUNDED IN 1890 IN FORT WORTH, IS A UNITED METHODIST INSTITUTION WITH A TRADITION IN THE LIBERAL ARTS AND SCIENCES (CONTINUED IN SCHEDULE O) 45 43 1113 100 0 0 5058333 5606587 59664200 66946811 1949529 600295 782796 1874287 67454858 75027980 11045549 11387286 0 0 37593901 36710970 0 0 1584544 23772416 23156754 72411866 71255010 -4957008 3772970 92115311 103768154 31175848 35653489 60939463 68114665 X Texas Wesleyan University, founded in 1890 in Fort Worth, is a United Methodist institution with a tradition in the liberal arts and sciences with professional and career preparation. Our mission at Texas Wesleyan University is to develop students to their full potential as individuals and as members of the world community. The University is committed to the principles that each student deserves personal attention and that all members of the academic community must have freedom to pursue independent thought and to exercise intellectual curiosity. The University actively seeks and employs faculty and staff with commitment and dedication to teaching, inspiring, and serving students. Texas Wesleyan University recognizes its responsibility to the community by providing leadership and talent through programs that enable and enrich society. The University endeavors to create a learning environment where each student is provided an opportunity to pursue individual excellence, to think clearly false false 40509797 11387286 64967716 INSTRUCTION: TEXAS WESLEYAN UNIVERSITY OFFERS UNDERGRADUATE DEGREES IN THE SCHOOLS OF BUSINESS, ARTS & LETTERS, EDUCATION, AND NATURAL AND SOCIAL SCIENCES. THE UNIVERSITY ADDED GRADUATE PROGRAMS IN EDUCATION IN THE 1970'S AND IN NURSE ANESTHESIA IN THE 1980'S. THE LAW SCHOOL OPENED IN 1990. BEGINNING IN 2007, THE UNIVERSITY OFFERS A DOCTORATE OF NURSE ANESTHESIA PRACTICE AND BEGINNING IN 2008 A DOCTORATE IN EDUCATION. THE UNIVERSITY OFFERS AN HONORS CURRICULUM AS WELL AS A PREPROFESSIONAL PROGRAM. ENDOWED FUNDS SUPPORT MANY ACADEMIC PROGRAMS BEYOND THE CLASSROOM. NUMEROUS STUDY ABROAD PROGRAMS ARE OFFERED THROUGHOUT THE YEAR WHICH COMBINE CLASSROOM LEARNING WITH A ONE TO TWO WEEK TRAVEL EXPERIENCE. OFFICIAL ENROLLMENT FOR THE FALL 2012 TERM INCLUDED 1,794 UNDERGRADUATE STUDENTS (FULL-TIME AND PART-TIME) AND 1,410 GRADUATE AND PROFESSIONAL STUDENTS FOR A TOTAL OF 3,204. 11534380 STUDENT SERVICES AND ACADEMIC SUPPORT: THE UNIVERSITY PROVIDES NUMEROUS SUPPORT SERVICES INCLUDING AN ACADEMIC SUCCESS CENTER, CAREER SERVICE CENTER, ADVISING CENTER, FRESHMAN EXPERIENCE PROGRAM, INTERNATIONAL PROGRAMS, COUNSELING, AND THE CENTER FOR EXCELLENCE IN TEACHING AND LEARNING. 3045966 2878076 HOUSING AND RESIDENT LIFE: THE UNIVERSITY OFFERS BOTH DORMITORY FACILITIES AS WELL AS THE WEST VILLAGE WHICH IS STYLED TOWARD AN APARTMENT TYPE LIVING ARRANGEMENT. THE MORTON FITNESS CENTER PROVIDES A FULL SERVICE FITNESS FACILITY OFFERING NUMEROUS FITNESS CLASSES. THE UNIVERSITY IS FORTUNATE TO HAVE A STRONG STUDENT GOVERNMENT ORGANIZATION UNITING 23 STUDENT ORGANIZATIONS. ALTHOUGH A MAJORITY OF THE STUDENTS COMMUTE TO CAMPUS, THERE REMAINS A CONCERTED EFFORT TO SUPPORT RESIDENTIAL STUDENTS, ESPECIALLY INTERNATIONAL STUDENTS AND STUDENT ATHLETES, WITH A VIBRANT CAMPUS LIFE. 55090143 true true false false false false false false false true true false false true true false true false true false true false false false true false false false true true true false true false false false false false false true false true false false false false true false false false true 318 0 true 1113 true false false false false true true true true false false false false X 45 43 false false false false false false false true true false false true true true true true true true false false X KAREN MONTGOMERY 8175316571 1201 WESLEYAN ST FORT WORTH TX 76105 X JAMES ABEL 2.0 0.0 X 0 0 0 DAN BOULWARE 5.0 0.0 X X 0 0 0 ROY C BROOKS 2.0 0.0 X 0 0 0 TIM BRUSTER 2.0 0.0 X 0 0 0 TIM CARTER 2.0 0.0 X 0 0 0 JERRY CHISM 2.0 0.0 X 5520 0 0 RONALD CHRISTMAN 2.0 0.0 X 8915 0 0 PAT EVANS 2.0 0.0 X 0 0 0 JANIE FARIS 2.0 0.0 X 0 0 0 JAN FERSING 2.0 0.0 X 0 0 0 DAVID GRIFFIN 2.0 0.0 X 0 0 0 GLEN HAHN 2.0 0.0 X 0 0 0 KATHLEEN HICKS 2.0 0.0 X 0 0 0 KENNETH JONES 5.0 0.0 X X 0 0 0 ROBERT LANSFORD 2.0 0.0 X 0 0 0 GEORGE F LEONE 2.0 0.0 X 0 0 0 GLENN O LEWIS 2.0 0.0 X 0 0 0 THOMAS R LOCKE 2.0 0.0 X 0 0 0 J MICHAEL LOWRY 2.0 0.0 X 0 0 0 LOUELLA MARTIN 2.0 0.0 X 0 0 0 CHARLES MILLIKAN 2.0 0.0 X 0 0 0 TERRI MINOR 2.0 0.0 X 0 0 0 JOHN R MURPHEY 2.0 0.0 X 0 0 0 DAVID PARKER 4.0 0.0 X 35285 0 0 GREG PHILLIPS 2.0 0.0 X 0 0 0 NORMA ROBY 2.0 0.0 X 0 0 0 NICK SHOLARS 2.0 0.0 X 0 0 0 ANNE SKIPPER 2.0 0.0 X X 8915 0 0 JEFFREY A SMITH 2.0 0.0 X 0 0 0 LAMAR SMITH 2.0 0.0 X 0 0 0 CLAUDIA STEPP 2.0 0.0 X 0 0 0 VICKIE STEVENS 2.0 0.0 X 0 0 0 GARY TERRY 2.0 0.0 X 0 0 0 RICE M TILLEY JR 2.0 0.0 X 0 0 0 ANTHONY VINSON 2.0 0.0 X 0 0 0 BEVERLY VOLKMAN-POWELL 5.0 0.0 X X 0 0 0 MARK WALKER 2.0 0.0 X 0 0 0 MAX M WAYMAN 2.0 0.0 X 0 0 0 JUDSON CRAMER 0.0 0.0 X GARY CUMBIE 0.0 0.0 X LOREN HANSON 0.0 0.0 X BRODIE HYDE II 0.0 0.0 X JOHN MADDUX 2.0 0.0 X 11716 0 JAMES NICHOLS 0.0 0.0 X LOWELL SMITH 0.0 0.0 X FREDERICK G SLABACH 40.0 0.0 X 296334 0 29554 PATI ALEXANDER 40.0 0.0 X 121062 0 12104 JOAN CANTY 40.0 0.0 X 127713 0 2625 ALLEN HENDERSON 40.0 0.0 X 143121 0 19246 KAREN L MONTGOMERY 40.0 0.0 X 110876 0 2998 JOHN VEILLEUX 40.0 0.0 X 138564 0 6458 DEBRA MALOY 40.0 0.0 X 169061 0 10510 FREDERICK WHITE 40.0 0.0 X 206471 0 19379 PAUL AUSTIN 40.0 0.0 X 206000 0 5150 FRANK ELLIOTT 40.0 0.0 X 195239 0 12081 MALINDA SEYMORE 40.0 0.0 X 166200 0 6458 STEPHEN ALTON 40.0 0.0 X 163043 0 19685 MICHAEL GREEN 40.0 0.0 X 158776 0 11552 2272811 0 157800 54 false true false GUARDSMARK LLC 22 SOUTH SECOND ST MEMPHIS TN 38103 SECURITY SERVICES 540256 McLemore Building Maintenance Inc 110 Fargo HOUSTON TX 77006 HOUSEKEEPING 461546 BDO SEIDMAN LLP PO BOX 31001-0860 PASADENA CA 911100860 ACCOUNTING SERVICES 160648 FUTURE COM LTD 807 FOREST RIDGE DR STE 105 BEDFORD TX 76022 IT SERVICES/NETWORK 297666 EMBANET-COMPASS 105 GORDON BAKER ROAD STE 300 TORONTO ONTARIO CA M2H 3 ONLINE COURSES 245820 6 X 85130 1776350 3745107 530928 5606587 STUDENT TUITION AND FEES 611600 63226317 63226317 HOUSING AND MEALS 531110 2878076 2878076 LAW BOOKSTORE 451211 842418 842418 66946811 538320 538320 0 1039035 1039035 266268 138194 128074 0 128074 128074 15208053 55600 15118278 83400 89775 -27800 61975 61975 75989 85130 55764 20225 20225 0 0 MISCELLANEOUS REVENUE 900099 865815 865815 COLLECTION OF BAD DEBTS 611600 32979 32979 EXTRAORDINARY LOSS 900099 -212028 -212028 187 187 686953 75027980 67845792 1575601 0 11387286 11387286 0 0 1486428 1168397 271695 46336 135778 72424 63354 29184107 23035307 5294120 854680 469230 370587 83034 15609 3244901 2429042 724568 91291 2190526 1593058 518570 78898 3707753 2941978 694369 71406 121927 121638 289 95034 10839 84195 0 0 51713 51713 957143 761514 92824 102805 1210489 135414 1021518 53557 3059564 1609702 1347110 102752 0 0 2207515 1894462 313053 1695799 1562191 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5105968 451273 2572829 37748281 32337181 195764 3772111 386419 1041139 34877498 47365803 1286607 -10411999 850325 5052905 32337181 0.81950 0.18050 true false 1141815 1141815 57196117 22749589 34446528 3235007 751152 2483855 11141037 5681431 5459606 4841766 2474367 2367400 45899204 BENEFICIAL INTEREST IN TRUSTS 9587639 ASSETS HELD FOR SALE 14183459 23771098 0 CAPITAL LEASE OBLIGATIONS 130804 INTEREST RATE SWAP AGREEMENTS 173086 DUE TO/FROM & TRANSFERS 2113 306003 X 67428563 2483061 -10464551 -7981490 75410053 51713 -433786 -382073 75027980 60253361 433786 433786 59819575 51713 11383722 11435435 71255010 INTENDED USES OF THE ENDOWMENT FUND SCHEDULE D, PART V, LINE 4 THE ORIGINAL CORPUS OF ENDOWMENT FUNDS WILL REMAIN UNSPENT. EARNINGS FROM THE INVESTED ENDOWMENT FUNDS ARE UTILIZED FOR SCHOLARSHIPS, SUPPORT OF THE LIBRARIES, AND PROGRAM SUPPORT IN ACCORDANCE WITH ENDOWMENT SPENDING POLICY. RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH RETURN SCHEDULE D, PART XI, LINE 2D SCHOLARSHIPS $(11,387,286) CHANGE IN BENEFICIAL INTEREST IN TRUSTS $919,171 OTHER CLASSIFICATION DIFFERENCE $3,564 --------------- TOTAL $(10,464,551) RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH RETURN SCHEDULE D, PART XI, LINE 4B FUNDRAISING EXPENSES $(55,764) RENTAL EXPENSES $(138,194) EXTRAORDINARY LOSS $(212,028) LOSS ON DISPOSAL OF ASSETS $(27,800) ------------ TOTAL $(433,786) RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH RETURN SCHEDULE D, PART XII, LINE 2D FUNDRAISING EXPENSES $55,764 RENTAL EXPENSES $138,194 EXTRAORDINARY LOSS $212,028 LOSS ON DISPOSAL OF ASSETS $27,800 ---------------- $433,786 RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH RETURN SCHEDULE D, PART XII, LINE 4B SCHOLARSHIPS $11,387,286 OTHER CLASSIFICATION DIFFERENCE $(3,564) -------------- $11,383,722 FIN 48 (ASC 740) FOOTNOTE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true true true true true true true false false false false false false false false true false true HOW THE RACIALLY NONDISCRIMINATORY POLICY IS PUBLICIZED PART I, LINE 3 THE ORGANIZATION'S RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN THE STUDENT HANDBOOK, UNIVERSITY CATALOG AND THE WEBSITE. Europe (Including Iceland and Greenland) Program Services INSTRUCTION 104324 South America Program Services INSTRUCTION 71424 South Asia Program Services INSTRUCTION 65374 East Asia and the Pacific Program Services INSTRUCTION 142717 383839 383839 false false false false false false BU Hall of Fame 55000 55000 14894 7219 OD Bounds 32152 30130 2022 231 33420 1 73967 0 73967 0 0 0 0 0 0 161119 85130 75989 0 0 0 14894 231 40639 55764 20225 true STUDENT SCHOLARSHIPS 2378 11387286 PROCEDURES FOR MONITORING USE OF GRANT FUNDS PART I, LINE 2 TEXAS WESLEYAN UNIVERSITY'S OFFICE OF FINANCIAL AID ADMINISTERS MULTIPLE FEDERAL, STATE, PRIVATE, AND UNIVERSITY GRANTS, SCHOLARSHIPS, LOAN AND WORK STUDY AWARDS. FEDERAL AND STATE PROGRAMS ARE ADMINISTERED ACCORDING TO THE U.S. LAW AND REGULATIONS PROMULGATED BY THE U.S. DEPARTMENT OF EDUCATION AND THE U.S. DEPARTMENT HEALTH AND HUMAN SERVICES AS WELL AS THE REGULATIONS OF THE STATE OF TEXAS. UNIVERSITY SCHOLARSHIPS AND GRANTS ARE ADMINISTERED ACCORDING TO THE POLICIES OF THE OFFICE OF FINANCIAL AID IN SUPPORT OF THE UNIVERSITY'S STRATEGIC PLAN. THE FINANCIAL AID OFFICE USES THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) AND A NUMBER OF SUPPORTING DOCUMENTS OF VERIFICATION TO DETERMINE A STUDENT'S ELIGIBILITY FOR ALL NEED BASED PROGRAMS. ADDITIONALLY, STUDENTS' ELIGIBILITY IS DETERMINED BASED UPON ACADEMIC QUALIFICATIONS, SPECIAL TALENTS, AND DONOR STIPULATED REQUIREMENTS. POLICIES AND PROCEDURES ENSURE THAT THE DETERMINATION OF AID ELIGIBILITY AND THE SUBSEQUENT DELIVERY OF AID IS DELIVERED IN A FAIR AND EQUITABLE MANNER. X X true true X X X false false false false false false false false false FREDERICK G SLABACH 283366 0 0 0 12968 0 7623 0 21931 0 325888 0 0 0 ALLEN HENDERSON 143121 0 0 0 0 0 3829 0 15416 0 162366 0 0 0 DEBRA MALOY 169061 0 0 0 0 0 4052 0 6458 0 179571 0 0 0 FREDERICK WHITE 201671 0 0 0 4800 0 5263 0 14116 0 225850 0 0 0 PAUL AUSTIN 206000 0 0 0 0 0 5150 0 0 0 211150 0 0 0 FRANK ELLIOTT 195239 0 0 0 0 0 4389 0 7692 0 207320 0 0 0 MALINDA SEYMORE 166200 0 0 0 0 0 0 0 6458 0 172658 0 0 0 STEPHEN ALTON 163043 0 0 0 0 0 4019 0 15666 0 182728 0 0 0 MICHAEL GREEN 158776 0 0 0 0 0 4081 0 7471 0 170328 0 0 0 DESCRIPTION OF BENEFITS PART I, LINE 1A ALL AMOUNTS PAID FOR SOCIAL CLUB DUES AND HOUSING ARE INCLUDED IN EMPLOYEE FORM W-2 TAXABLE INCOME AS FOLLOWS: SOCIAL CLUB DUES - FREDERICK G. SLABACH HOUSING ALLOWANCE - JOHN VEILLEUX A HACKBERRY CULTURAL EDUCATION FACILITIES FINANCIAL 752237898 XXXXXXXXX 2012-07-26 12400000 PROMISSORY NOTE (TWU) SERIES 2012 true false false A 0 0 12400000 0 0 0 0 0 0 12400000 0 0 true false true true A false false false false 0 false false false true A false true false false false false 0 false 0 false false A false REFINANCED BONDS 0 TEXAS WESLEYAN UNIVERSITY SERIES 2010 REVENUE BONDS ISSUE DATE 12/22/10 PROCEDURE TO MONITOR REQUIREMENTS OF SECTION 148 0 THE ORGANIZATION IS IN THE PROCESS OF ESTABLISHING WRITTEN PROCEDURES TO MONITOR THE COMPLIANCE WITH THE ARBITRAGE, YIELD RESTRICTION AND REBATE REQUIREMENTS UNDER CODE SECTION 148. GINA PHILLIPS SISTER IN LAW OF TRUSTEE 63354 SALARIES/WAGES false KEVIN MILLIKAN SON OF TRUSTEE 72424 SALARIES/WAGES false X 4 530928 FMV 0 false true false ORGANIZATION'S MOST SIGNIFICANT ACTIVITIES FORM 990, PART I, LINE 1 (CONT. FROM PAGE 1) with professional and career preparation. Our mission at Texas Wesleyan University is to develop students to their full potential as individuals and as members of the world community. The University is committed to the principles that each student deserves personal attention and that all members of the academic community must have freedom to pursue independent thought and to exercise intellectual curiosity. The University actively seeks and employs faculty and staff with commitment and dedication to teaching, inspiring, and serving students. Texas Wesleyan University recognizes its responsibility to the community by providing leadership and talent through programs that enable and enrich society. The University endeavors to create a learning environment where each student is provided an opportunity to pursue individual excellence, to think clearly and creatively, to communicate effectively, and to develop spiritual sensitivity, with a commitment to moral discrimination and action, and with a sense of civic responsibility. Texas Wesleyan University strives to develop informed, responsible, and articulate citizens. FORM 990 REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE FORM 990. ONCE PREPARED, THE FORM IS REVIEWED BY UNIVERSITY STAFF. IT IS THEN PROVIDED TO THE TRUSTEES FOR COMMENT PRIOR TO FILING. EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS OF INTEREST FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE CONFLICT OF INTEREST QUESTIONNAIRE IS DISTRIBUTED TO OFFICERS, TRUSTEES AND KEY EMPLOYEES FOR COMPLETION. THE COMPLETED FORMS ARE REVIEWED AND ANY POTENTIAL CONFLICTS ARE DISCUSSED WITH THE BOARD FOR ACTION. IN ADDITION, TRUSTEES ARE ASKED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AT EACH BOARD MEETING AND EXECUTIVE COMMITTEE MEETING. DELEGATION OF AUTHORITY FORM 990, PART VI, SECTION A, LINE 1A AN EXECUTIVE COMMITTEE IS ELECTED BY THE BOARD AND IS ABLE TO EXERCISE ALL THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE UNIVERSITY BETWEEN BOARD MEETINGS. REVIEW OF CEO COMPENSATION FORM 990, PART VI, SECTION B, LINE 15A THE UNIVERSITY USES NATIONAL COMPENSATION SURVEYS TO DETERMINE COMPENSATION OF THE CEO. COMPENSATION IS THEN APPROVED BY THE UNIVERSITY'S BOARD OF TRUSTEES. HOW ORGANIZATIONAL DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, UNIVERSITY POLICIES, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 9 CHANGE IN BENEFICIAL INTEREST IN TRUSTS $919,171 CHARITABLE REMAINDER TRUSTS (6) TRUST TX NA TRUST false false false false false false false false false false false false false false false false false false false