2013-04-15T13:55:36-05:00 2012-05-31 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 2600 INDIANAPOLIS IN 46204 990 2011-06-01 741109661 University of the Incarnate Word % UNIV OF THE INCARNATE WORD UNIV 2108296037 4301 Broadway San Antonio TX 782096318 EDITH L COGDELL 2013-04-15 3176817000 2011 2016-03-07 17:11:31Z DR LOUIS AGNESE JR 4301 BROADWAY SAN ANTONIO TX 78209 223260086 false 0928 X www.uiw.edu X 1881 TX The University is committed to educational excellence in a context of faith in Jesus Christ, the Incarnate Word of God. It promotes life long learning and fosters the development of the whole person. 34 31 2601 848 -12524 -12524 23483661 11453494 142035764 161714238 4635973 5107170 3517723 3296500 173673121 181571402 37415359 46700813 0 0 58986883 63715048 1960 25 1437536 44950723 42672692 141354925 153088578 32318196 28482824 294706068 314912403 123631702 121574510 171074366 193337893 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 54808211 148968187 Higher education: Instruction: Services undergraduate and graduate students in San Antonio and South Texas and related academic support, research and public service. 46700813 46700813 Higher education: Scholarships and fellowships: financial aid for students. 15237806 11832280 Higher education: Auxiliary Enterprises: Dorm and food service costs service UIW students, athletics help provide body development. Higher education: Student services: 4802247 913771 Enrollment services, registrar, health services and counseling. 4802247 913771 121549077 true true false true false false false true false true true false false false true true false true true false false false false false true false false false true true true false false false false false false false false false true true true false false false true true true false false true 209 0 true 2601 true true true false false false false true true false false false false X 34 31 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 X X 621109 0 87555 Amato Charles 1.0 X 0 0 0 Beckendorf Scott 1.0 X 0 0 0 Belz Michael 1.0 X 0 0 0 Beneby Doyle 1.0 X 0 0 0 Benson Gayle 1.0 X 0 0 0 Beucler Michael 1.0 X 0 0 0 Cibrian David 1.0 X 0 0 0 Craven Annette 40.0 X 90494 0 12554 Curiel Sister Martha Estela Perez 1.0 X 0 0 0 Dreeben Alan 1.0 X 0 0 0 Feik John 1.0 X 0 0 0 Flores Sister Marinela 1.0 X 0 0 0 Clingman James Fully 1.0 X 0 0 0 Guajardo Jonathan 1.0 X 0 0 0 Henry Gary 1.0 X 0 0 0 Henry Sister Mary C 1.0 X 0 0 0 Herron Winell 1.0 X 0 0 0 Kelso Betty 1.0 X 0 0 0 Kudla Nancy 1.0 X 0 0 0 Lewis Jack III 1.0 X 0 0 0 Lutz Charles D 1.0 X 0 0 0 Maya Sister Teresa Yolanda 1.0 X 0 0 0 Miller John 1.0 X 0 0 0 Moll William G 1.0 X 0 0 0 Nava Carmen 1.0 X 0 0 0 Pellegrino Enzo 1.0 X 0 0 0 Peveto John 1.0 X 0 0 0 Pezold Sister Annette 1.0 X 0 0 0 Pontious Marky 1.0 X 0 0 0 Reyes Joseph A 1.0 X 0 0 0 Scholsberg Richard T III 1.0 X 0 0 0 Tarango Sister Yolanda 1.0 X 0 0 0 Villalon Sister Gloria Ortiz 1.0 X 0 0 0 Endsley Douglas 31.5 X 246983 0 43468 Jurenovich David 40.0 X 207875 0 25264 Coughlin Kathleen 40.0 X 0 0 0 Porter Cyndi 40.0 X 172666 0 19841 Doyle Denise 40.0 X 212175 0 18260 Johnson-Fannin Arcelia 40.0 X 203292 0 21207 Maize David 40.0 X 138295 0 16388 Eidson Patrick 40.0 X 136264 0 19551 Monahan Helena 40.0 X 0 0 0 Ghazi-Birry Hani 40.0 X 234881 0 25251 2264034 0 289339 58 false true false SODEXO INC AFFILIATES 4301 BROADWAY SAN ANTONIO TX 782096318 FOOD SERVICE 4553034 ARAMARK FACILITY SERVICES USAA BUILDING C-S-W SAN ANTONIO TX 782880001 CUSTODIAL SERVICE 1552182 AJ MONIER CO INC 1446 N FLORES ST SAN ANTONIO TX 782124997 Mechanical service 909229 IES COMMERCIAL INC 5320 GEORGE COOPER ST SAN ANTONIO TX 782475001 ELECTRIC SERVICE 836355 MCCHESNEYBIANCO ARCHITECTURE 315 9TH ST SAN ANTONIO TX 782151515 ARCHITECTURAL SERV. 799885 20 105922 361943 291800 4495441 6198388 4056107 11453494 TUITION AND FEES 611710 148968187 148968187 AUX HOUSING 611710 7130616 7130616 AUX FOOD SERVICE 611710 4635289 4635289 AUX BOOKSTORE COMMISSION 611710 221232 221232 AUX PUBLIC SUMMER SPORTS CAMPS 611710 66375 66375 692539 692539 161714238 2562051 2562051 0 0 1510052 972503 537549 537549 -23274 560823 43003373 40458254 2545119 2545119 2545119 288247 361943 257927 30320 30320 0 0 CHARGES/PENALTIES AND FEES 611710 844170 844170 INTERNATIONAL PROGRAMS 611710 715471 715471 PARKING 611710 475346 475346 693644 10750 682894 2728631 181571402 161714238 -12524 8416194 0 46700813 46700813 0 0 2898928 524172 2177303 197453 0 51636535 40759668 10144953 731914 2974092 2309478 613139 51475 2142016 1812556 278092 51368 4063477 3273125 734733 55619 0 259972 7200 252772 266175 266175 60240 60240 25 25 50252 50252 4836644 2280777 2545347 10520 2164026 551137 1612889 12303787 8919829 3339299 44659 2783134 1806694 970477 5963 0 4256343 1730337 2525166 840 2011271 1275403 718236 17632 0 376865 252224 116535 8106 1760353 1410351 349922 80 0 5766895 4613516 1153379 694552 255820 438732 ENTERTAINMENT 958928 641773 300479 16676 BAD DEBT 951871 951871 STUDENT BOOKS 733773 733773 ROOM AND BOARD 535208 535208 1902403 1155223 562214 184966 153088578 121549077 30101965 1437536 2607006 4888194 31632798 39263943 8817973 7604949 4499290 5624024 0 0 0 0 3367067 3202419 64135 62064 2332918 2371676 238701887 50699877 176149595 188002010 54381864 50062018 10807707 13777391 0 0 0 0 45715 53715 294706068 314912403 9445912 9548149 2486474 2563914 5615787 6925563 65945000 62295000 0 0 0 0 0 0 32002000 31835000 8136529 8406884 123631702 121574510 X 139236932 163017968 16724676 15262285 15112758 15057640 171074366 193337893 294706068 314912403 X 28482824 -6219297 X false true true X 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. 900 X X X false 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 0.18000 0.11000 true false 14040748 14040748 187268230 28246945 159021285 7807787 6454603 1353184 16087477 9372872 6714605 13497645 6625457 6872188 188002010 0 DUE TO IWHS 1975649 DUE TO SACHS 861356 ANNUITIES PAYABLE 12992 AMOUNTS HELD ON BEHALF OF OTHE 144980 DEPOSITS 5097634 DUE TO IWEF 314273 8406884 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 1(1) 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, 2012, 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. The University is currently under a Form 941 examination for the tax period ended in 2010, and management believes the results of the examination will not have a material effect on the financial statements. Management believes the University is no longer subject to income tax examinations for years prior to 2009. 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 462806 278157 184649 0 92743 19801 13295 0 20544 Fashion Show 133465 71377 62088 0 12707 10954 26169 200 27200 2 53920 12410 41510 3956 783 16304 4602 500 8169 650191 361944 288247 3956 106233 47059 44066 700 55913 257927 30320 true Faculty/staff dependent waivers 248 2157310 Scholarships, grants, and discounts 7269 44543503 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 474393 0 85000 0 61716 0 17150 0 70405 0 708664 0 0 0 Endsley Douglas 201133 0 0 0 45850 0 17150 0 26318 0 290451 0 0 0 Jurenovich David 184663 0 2500 0 20712 0 14968 0 10296 0 233139 0 0 0 Porter Cyndi 152128 0 3000 0 17538 0 12264 0 7577 0 192507 0 0 0 Doyle Denise 176918 0 5000 0 30257 0 14599 0 3661 0 230435 0 0 0 Johnson-Fannin Arcelia 196802 0 265 0 6225 0 14526 0 6681 0 224499 0 0 0 Maize David 121286 0 530 0 16479 0 9835 0 6553 0 154683 0 0 0 Eidson Patrick 129606 0 530 0 6128 0 10098 0 9453 0 155815 0 0 0 Ghazi-Birry Hani 218627 0 265 0 15989 0 16867 0 8384 0 260132 0 0 0 Compensation to president Schedule J, Part I, Line 1a On-campus residence is provided to Dr. Louis Agnese, President. This benefit is not included as taxable compensation on his W-2 because this is a requirement of the university. 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 $193,470. Compensation to Sr. Helena Monahan Schedule J, Part II Sister Helena Monahan, who is listed as a top five compensated 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 $147,820. City of San Antonio (see schedule O) 521351505 796247AG9 2007-05-02 26000000 See schedule O false false false City of San Antonio (See schedule O) 521351505 796247AH7 2008-05-01 28000000 See schedule O false false false 3810000 0 26098760 0 0 0 247229 0 107856 25743675 0 0 2007 false false true true 3130000 0 28067346 0 0 0 283710 0 0 27783636 0 0 2008 false false true true false false false false 0 true false false false false 0 true false true true JP Morgan Chase Bank 2. false true false 0 false true false true true JP Morgan Chase Bank 2. false true false 0 false true Charles Amato UIW trustee/SWBC CEO 708708 Property & liability insurance false X 1 900 Fair market value X 150 Fair market value X 40062 Fair market value X 1 3800000 Fair market value X 3 3817 Fair market value X 5 4323 Fair market value X 9 108263 Fair market value X Fundraising events dontns 221 100330 Fair market value X Gift certificates 29 3632 Fair market value X Musical instruments 2 480 Fair market value X Concert tickets 1 150 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 Board members are required to complete annual conflict of interest statements which are reviewed at the June board meeting every year. Board members abstain from voting when there is a conflict of interest. Approval of salaries and bonuses Form 990, Section B, Line 15 Board approves salaries and bonuses in advance based on industry standards and market rates. 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 5 Change in unrealized loss of investments: ($6,217,257) Description of purpose for bond issues Form 990, Schedule K, Part I, Line A(F) and B(F) The bonds were issued for the purpose of financing the acquisition, construction, reconstruction, renovation, installation, improvement, and expansion of certain educational and housing facilities. Identification of hedge with respect to bond issue Form 990, Schedule K, Part IV, Line 3 DUE TO VOLATILE MARKET CONDITIONS, THE UNIVERSITY OF THE INCARNATE WORD ENTERED INTO A SHORT-TERM INTEREST RATE SWAP AGREEMENT THAT EXPIRED IN 2010 THAT ENTITLED THE UNIVERSITY TO RECEIVE REPAYMENTS OF VARIABLE-RATE INTEREST PAID BASED ON THE USD-SIFMA MUNICIPAL SWAP INDEX. THE UNIVERSITY PAID A FIXED RATE OF INTEREST OF 2.208% AND 2.210% ON BOND SERIES 2008 AND 2007, RESPECTIVELY. Bond issuer names Schedule K, Part I, Column A The full name of the issuers for the 2007 and 2008 bonds are City of San Antonio, Texas Education Facilities Corporation and San Antonio, Texas (City of) Education Facilities Corporation for line A and line b, respectively. Investment earnings Schedule K, Part II, Line 3 Investment earnings of $98,760 and $67,346 account for the difference between the issue price reported on Part I, Column (e) and total proceeds reported on part II, line 3 in column A and B, respectively. 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 true false false true true false false true false Incarnate Word High School J 155000 Cash St Anthony Catholic High School d 3685000 Cash Sisters of Charity of the Incarnate Word J 136020 Cash Sisters of Charity of the Incarnate Word Q 167000 Cash Incarnate Word Education Foundation c 250000 Cash