2013-09-23T10:17:20-07:00 2013-05-31 990 2012-06-01 850164940 UNIVERSITY OF THE SOUTHWEST UNIV 5753926561 6610 N Lovington Hwy Hobbs NM 882409120 Gary Dill 5753926561 2013-09-23 2012 2016-02-24 21:20:13Z Gary Dill 6610 N Lovington Hwy Hobbs NM 88240 10661771 0 X www.usw.edu X 1958 NM 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. 25 23 183 80 0 0 2329016 1406366 7810801 9172509 32135 28011 11947 16582 10183899 10623468 1737259 1633312 0 0 4229535 4450484 0 0 169057 5661346 5855599 11628140 11939395 -1444241 -1315927 21768056 20557741 5064010 5060007 16704046 15497734 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. 0 0 5213181 1530954 3970706 Undergraduate educational programs serving 327 students 5247448 21944 3996806 Graduate educational programs serving 392 students 474164 80414 1083114 Residence halls and student meal programs serving 176 students 160021 0 121883 Miscellaneous Education Related Program Service Revenue 160021 0 121883 11094814 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 1 23 0 1 183 1 0 0 0 0 1 1 1 1 0 0 0 0 X 25 23 1 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X X Dee Mooney CFO 5753926561 6610 N Lovington Hwy Hobbs NM 882409120 Gary Fonay 2 0 X 0 0 0 Cliff Brunson 2 0 X 0 0 0 Samuel Spencer Jr 2 1 X 0 0 0 Nancy Shaw 1 0 X 0 0 0 David Pyeatt 2 0 X 0 0 0 Heather Evans 1 0 X 0 0 0 Sandra Newell 1 0 X 0 0 0 Debra Hicks 1 0 X 0 0 0 Cindy Bryan 2 0 X 0 0 0 Brad Caress 2 0 X 0 0 0 Laura Castillo 1 0 X 0 0 0 Christopher Driskill 2 0 X 0 0 0 Richard Dunham 1 1 X 0 0 0 Gary Sims 2 0 X 0 0 0 Michael Whitehead 1 0 X 0 0 0 Shannon Duncan 1 0 X 0 0 0 Gary Eidson 1 0 X 0 0 0 Larry Scott 1 1 X 0 0 0 Gregory OD Smith 1 0 X 0 0 0 Judy Britton 1 0 X 0 0 0 Ken Bromley 1 0 X 0 0 0 Suzie Brown 1 0 X 0 0 0 Will Hawkins 1 0 X 0 0 0 George Klein 1 0 X 0 0 0 Finn Smith 1 1 X 0 0 0 Garry Buie 1 0 X 0 0 0 Calvin Hill 1 0 X 0 0 0 David Arnold 40 0 X 87413 0 14604 Gary Dill 40 1 X 147759 0 29826 James Smith 40 0 X 102061 0 18982 Dee Mooney 40 1 X 114373 0 27480 Mike Galvan 40 0 X 55000 0 3094 Jordan Bodine 40 0 X 57350 0 9196 Tom Mulkey 40 0 X 38456 0 9468 Marilyn Smith 40 0 X 122429 0 15393 Marianne Westbrook 40 1 X 109188 0 15314 Mike Westbrook 40 0 X 114350 0 13721 Emily Navarette 40 0 X 90686 0 11295 1039065 0 168373 8 0 1 0 0 0 0 53050 107098 142029 1104189 0 1406366 Undergraduate Tuition & Fees 611310 3970706 3970706 0 0 Graduate Tuition & Fees 611310 3996806 3996806 0 0 Residence Halls and Meal Plans 721310 1083114 1083114 0 0 121883 121883 0 0 9172509 23480 23480 0 0 0 0 0 0 34757 34757 0 0 0 0 12109 3500 11078 0 1031 3500 4531 4531 0 0 9050 53050 27225 -18175 0 -18175 0 10623468 9235277 0 -18175 X 0 0 1633312 1633312 0 0 0 0 865452 534651 276920 53881 0 0 0 0 2849297 2617926 174020 57351 109330 100106 6794 2430 344668 297917 36184 10567 281737 239053 34623 8061 0 0 0 0 30085 0 30085 0 35355 0 35355 0 0 0 0 0 0 0 0 0 0 0 2786511 2761141 18727 6643 163670 163483 0 187 85847 63862 14008 7977 307697 307697 0 0 0 0 0 0 601004 601004 0 0 292100 273941 12169 5990 0 0 0 0 29050 18006 10304 740 535388 535388 0 0 76084 71534 3185 1365 Food Service 365911 365911 0 0 Curriculum Fees 196055 196055 0 0 Program & Testing Supplies 162320 153605 470 8245 Other Expenses 188522 160222 22680 5620 11939395 11094814 675524 169057 10625 24625 2047138 1090467 42440 22087 91735 53873 0 0 0 0 0 0 0 0 51798 61147 25958917 7500329 18885798 18458588 638522 846954 21768056 20557741 553434 377924 204867 177062 4299072 4494356 6637 10665 5064010 5060007 X 2938523 1949354 13185322 12858179 580201 690201 16704046 15497734 21768056 20557741 -1315927 109615 0 0 0 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 0 0 0 SchC_P2B_S00_L01 Schedule C, Part II-B, Line 1 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 include varying degrees of lobbying activities in their overall focus. 4556147 117925 957160 44886 113137 0 5473209 4519616 19575 175651 25214 133444 37 4556147 3857080 8500 765333 0 111069 228 4519616 3286138 109161 575168 0 113202 185 3857080 4342435 10695 -878089 36128 127062 25713 3286138 0.67 0.33 0 1 1 1 0 124855 124855 0 22579892 5390661 17189231 0 0 0 0 0 1921393 905225 1016168 0 1332777 1204443 128334 18458588 0 Funds held for student organizations 10665 10665 9126996 109615 0 0 27225 136840 8990156 0 1633312 1633312 10623468 10333308 0 0 0 27225 27225 10306083 0 1633312 1633312 11939395 SchD_P05_S00_L04 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. SchD_P11_S00_L02d Schedule D, Part XI, Line 2d Direct expenses of fundraising event SchD_P11_S00_L04b Schedule D, Part XI, Line 4b Tuition discount SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Direct expenses of fundraising event SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Tuition discount 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SchE_P01_S00_L03 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. SchE_P01_S00_L06 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 New Mexico administered through the University. Free Enterprise Dinner 62100 53050 9050 0 0 0 6081 10000 11144 0 0 62100 53050 9050 0 0 0 6081 10000 11144 27225 -18175 1 Tuition grants and scholarships 399 186457 1446855 Actual award amount Unfunded tuition discounts SchI_P01_S00_L02 Schedule I, Part I, Line 2 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. X X X X 0 0 0 0 0 0 0 0 0 Gary Dill 129264 0 0 0 18495 0 10959 0 18867 0 177585 0 0 0 J F Maddox Foundation Donor Construction of Residence Hall X 7000000 7000000 0 1 1 7000000 Lea County State Bank A member of the Board of Trustees is a stockholder and officer 407867 Total deposits as of May 31, 2013 0 Daniels Insurance Inc A member of the Board of Trustees is an insurance agent for the University 139581 Insurance premiums paid 0 F990_P06_S0A_L02 Form 990, Part VI, Section A, Line 2 Two members of the Board of Trustees are partners in a business venture. F990_P06_S0A_L07b 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. F990_P06_S0B_L11b 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. F990_P06_S0B_L12c 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. F990_P06_S0B_L15 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. F990_P06_S0C_L19 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. F990_P09_S00_L11g 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 $1,497,962 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 $1,026,574 for the current year. University of the Southwest Foundation 6610 N Lovington Hwy Hobbs NM 88240 237424724 Support the mission and operations of University of the Southwest NM 501(c)(3) Type III-Other N/A 0 0 0 1 0 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 University of the Southwest Foundation c 135086 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.