UNIVERSITY OF THE SOUTHWEST: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF THE SOUTHWEST (EIN 85-0164940)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2012-09-28
- IRS object ID
- 201202729349300625
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-09-28T12:42:47-07:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850164940 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF THE SOUTHWEST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 5753926561 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Gary Dill | Name |
| Title | President | Title |
| Phone | 5753926561 | Phone |
| Date Signed | 2012-09-28 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Gary Dill | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 10221547 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.usw.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1958 | YearFormation |
| State Legal Domicile | NM | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 184 | TotalNbrEmployees |
| Total Nbr Volunteers | 80 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2208668 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2329016 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6311608 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7810801 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 41683 | InvestmentIncomePriorYear |
| Investment Income Current Year | 32135 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 17160 | OtherRevenuePriorYear |
| Other Revenue Current Year | 11947 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8579119 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10183899 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1614798 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1737259 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3948304 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4229535 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 164267 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3771676 | OtherExpensePriorYear |
| Other Expenses Current Year | 5661346 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9334778 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11628140 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -755659 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1444241 | RevenuesLessExpensesCY |
| Total Assets BOY | 22755234 | TotalAssetsBOY |
| Total Assets EOY | 21768056 | TotalAssetsEOY |
| Total Liabilities BOY | 4605178 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5064010 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18150056 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16704046 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6096348 | Expense |
| Grants | 1577986 | Grants |
| Revenue | 3926699 | Revenue |
| Description | Undergraduate educational programs serving 312 students | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4126142 | Expense |
| Grants | 80613 | Grants |
| Revenue | 2657676 | Revenue |
| Description | Graduate educational programs serving 320 students | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 474625 | Expense |
| Grants | 78660 | Grants |
| Revenue | 1124711 | Revenue |
| Description | Residence halls and student meal programs serving 185 students | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 157914 | Expense |
| Grants | 0 | Grants |
| Revenue | 101714 | Revenue |
| Description | Miscellaneous Education Related Program Service Revenue | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 157914 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 101714 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 10855029 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 19 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 184 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Dee Mooney CFO | NamePerson |
| Telephone Number | 5753926561 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (40 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Nancy Shaw | |||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||
| David Pyeatt | |||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||
| Heather Evans | |||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||
| Gary Fonay | |||||||
| Board Member | 3 | X | 0 | 0 | 0 | ||
| Sandra Newell | |||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||
| Debra Hicks | |||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||
| Samuel Spencer Jr | |||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||
| Stacy Maclaskey | |||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||
| Cliff Brunson | |||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||
| Cindy Bryan | |||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||
| Brad Caress | |||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||
| Laura Castillo | |||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||
| Christopher Driskill | |||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||
| Richard Dunham | |||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||
| Gary Sims | |||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||
| Alita Slate | |||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||
| Michael Whitehead | |||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||
| Shannon Duncan | |||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||
| Gary Eidson | |||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||
| Larry Scott | |||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||
| Gregory OD Smith | |||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||
| Judy Britton | |||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||
| Ken Bromley | |||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||
| Suzie Brown | |||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||
| Will Hawkins | |||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||
| George Klein | |||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||
| Finn Smith | |||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||
| Paula Smith | |||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||
| Gary Dill | |||||||
| President | 40 | 129583 | 0 | 50340 | X | ||
| Dee Mooney | |||||||
| Vice President/Chief Financial Officer | 40 | 105225 | 0 | 29753 | X | ||
| Dennis Atherton | |||||||
| Provost-Partial Year | 40 | 58484 | 0 | 16423 | X | ||
| David Arnold | |||||||
| Campus Steward | 40 | 76520 | 0 | 15242 | X | ||
| Brad Moser | |||||||
| Vice President for Enrollment-Partial Yr | 40 | 38601 | 0 | 16087 | X | ||
| Mike Galvan | |||||||
| Dean of Athletics | 40 | 55972 | 0 | 5829 | X | ||
| Jordan Bodine | |||||||
| Dean of Enrollment | 40 | 47141 | 0 | 7193 | X | ||
| Tom Mulkey | |||||||
| Dean of Students | 40 | 35164 | 0 | 14316 | X | ||
| James Smith | |||||||
| VP of Academics-Partial Year | 40 | 43711 | 0 | 9193 | X | ||
| Marily Smith | |||||||
| Professor | 40 | 90328 | 0 | 15864 | X | ||
| Mike Westbrook | |||||||
| Associate Professor | 40 | 93127 | 0 | 13133 | X | ||
| Marianne Westbrook | |||||||
| Dean/Professor | 40 | 98551 | 0 | 14195 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 872407 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 207568 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 75350 | FundraisingEvents |
| Related Organizations | 109090 | RelatedOrganizations |
| Government Grants | 152459 | GovernmentGrants |
| All Other Contributions | 1992117 | AllOtherContributions |
| Noncash Contributions | 0 | NoncashContributions |
| Total Contributions | 2329016 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Undergraduate Tuition & Fees | 611310 | 3926699 | 3926699 | 0 | $0 |
| Graduate Tuition & Fees | 611310 | 2657676 | 2657676 | 0 | $0 |
| Residence Halls and Meal Plans | 721310 | 1124712 | 1124712 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 101714 | TotalRevenueColumn |
| Related Or Exempt Function Income | 101714 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7810801 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32135 | TotalRevenueColumn |
| Related Or Exempt Function Income | 32135 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39295 | TotalRevenueColumn |
| Related Or Exempt Function Income | 39295 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 10300 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 75350 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 37648 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -27348 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$27,348 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10183899 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7882231 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$27,348 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1737259 | Total |
| Program Services | 1737259 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 743313 | Total |
| Program Services | 425731 | ProgramServices |
| Management And General | 263984 | ManagementAndGeneral |
| Fundraising | 53598 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2687535 | Total |
| Program Services | 2473171 | ProgramServices |
| Management And General | 158671 | ManagementAndGeneral |
| Fundraising | 55693 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111517 | Total |
| Program Services | 103843 | ProgramServices |
| Management And General | 5239 | ManagementAndGeneral |
| Fundraising | 2435 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 434810 | Total |
| Program Services | 374314 | ProgramServices |
| Management And General | 45968 | ManagementAndGeneral |
| Fundraising | 14528 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 252360 | Total |
| Program Services | 215691 | ProgramServices |
| Management And General | 28955 | ManagementAndGeneral |
| Fundraising | 7714 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4361 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 4361 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34073 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 34073 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2798062 | Total |
| Program Services | 2790261 | ProgramServices |
| Management And General | 6500 | ManagementAndGeneral |
| Fundraising | 1301 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115296 | Total |
| Program Services | 113818 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 1478 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93797 | Total |
| Program Services | 73212 | ProgramServices |
| Management And General | 11445 | ManagementAndGeneral |
| Fundraising | 9140 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 273169 | Total |
| Program Services | 273169 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 683305 | Total |
| Program Services | 683305 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 263327 | Total |
| Program Services | 246086 | ProgramServices |
| Management And General | 11351 | ManagementAndGeneral |
| Fundraising | 5890 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20709 | Total |
| Program Services | 10456 | ProgramServices |
| Management And General | 9750 | ManagementAndGeneral |
| Fundraising | 503 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 582732 | Total |
| Program Services | 582732 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72327 | Total |
| Program Services | 67777 | ProgramServices |
| Management And General | 3185 | ManagementAndGeneral |
| Fundraising | 1365 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Food Service | 372156 | 372156 | 0 | 0 |
| Program Supplies | 164285 | 158741 | 768 | 4776 |
| Other Expenses | 158197 | 127757 | 24594 | 5846 |
| FF&E-Non-capitalized | 25550 | 25550 | 0 | 0 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11628140 | Total |
| Program Services | 10855029 | ProgramServices |
| Management And General | 608844 | ManagementAndGeneral |
| Fundraising | 164267 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15621 | BOY |
| EOY | 10625 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2503999 | BOY |
| EOY | 2047138 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99532 | BOY |
| EOY | 42440 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19227 | BOY |
| EOY | 91735 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29880 | BOY |
| EOY | 51798 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 25890386 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7004588 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19468530 | BOY |
| EOY | 18885798 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 618445 | BOY |
| EOY | 638522 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22755234 | BOY |
| EOY | 21768056 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 370724 | BOY |
| EOY | 553434 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149120 | BOY |
| EOY | 204867 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4077973 | BOY |
| EOY | 4299072 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7361 | BOY |
| EOY | 6637 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4605178 | BOY |
| EOY | 5064010 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3850862 | BOY |
| EOY | 2938523 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13718993 | BOY |
| EOY | 13185322 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 580201 | BOY |
| EOY | 580201 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18150056 | BOY |
| EOY | 16704046 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22755234 | BOY |
| EOY | 21768056 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1444241 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1769 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $0 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 0 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchC_P2B_S00_L01 | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1 | ReturnReference |
| 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 include varying degrees of lobbying activities in their overall focus. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4519616 | BeginningOfYearBalance |
| Contributions | 19575 | Contributions |
| Investment Earnings Or Losses | 175651 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 25214 | GrantsOrScholarships |
| Other Expenditures | 133444 | OtherExpenditures |
| Administrative Expenses | 37 | AdministrativeExpenses |
| End Of Year Balance | 4556147 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3857080 | BeginningOfYearBalance |
| Contributions | 8500 | Contributions |
| Investment Earnings Or Losses | 765333 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 111069 | OtherExpenditures |
| Administrative Expenses | 228 | AdministrativeExpenses |
| End Of Year Balance | 4519616 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3286138 | BeginningOfYearBalance |
| Contributions | 109161 | Contributions |
| Investment Earnings Or Losses | 575168 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 113202 | OtherExpenditures |
| Administrative Expenses | 185 | AdministrativeExpenses |
| End Of Year Balance | 3857080 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4342435 | BeginningOfYearBalance |
| Contributions | 10695 | Contributions |
| Investment Earnings Or Losses | -878089 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 36128 | GrantsOrScholarships |
| Other Expenditures | 127062 | OtherExpenditures |
| Administrative Expenses | 25713 | AdministrativeExpenses |
| End Of Year Balance | 3286138 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.66 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.34 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 124855 | OtherCostOrOtherBasis |
| Book Value | 124855 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 22579892 | OtherCostOrOtherBasis |
| Depreciation | 4939009 | Depreciation |
| Book Value | 17640883 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1852862 | OtherCostOrOtherBasis |
| Depreciation | 892499 | Depreciation |
| Book Value | 960363 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1332777 | OtherCostOrOtherBasis |
| Depreciation | 1173080 | Depreciation |
| Book Value | 159697 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 18885798 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Funds held for student organizations | Description |
| Amount | $6,637 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6637 | TotalOfAmounts |
| Total Revenue | 10183899 | TotalRevenue |
| Total Expenses | 11628140 | TotalExpenses |
| Excess Or Deficit For Year | -1444241 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1769 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $0 | OtherAmount |
| Total Adjustments | -1769 | TotalAdjustments |
| Excess Or Deficit Per FS | -1446010 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8482519 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1769 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 37648 | OtherRevenues |
| Revenue Not Rptd F990 | 35879 | RevenueNotRptdF990 |
| Revenue Subtotal | 8446640 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 1737259 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1737259 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10183899 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9928529 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 37648 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 37648 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9890881 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 1737259 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1737259 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11628140 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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_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 discounts |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Direct expenses of fundraising event |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Tuition discounts |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 clasified 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. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Free Enterprise Dinner | NameOfEvent1 |
| Gross Receipts Event1 | 85650 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 75350 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 10300 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 7001 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 18000 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 12647 | OtherDirectExpensesEvent1 |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Gross Receipts Total | 85650 | GrossReceiptsTotal |
| Charitable Contributions Total | 75350 | CharitableContributionsTotal |
| Gross Revenue Total Events | 10300 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 0 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 7001 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 18000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 12647 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 37648 | DirectExpenseSummaryEvents |
| Net Income Summary | -27348 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Tuition grants and scholarships | TypeOfGrant |
| Number Of Recipients | 439 | NumberOfRecipients |
| Amount Of Cash Grant | 224506 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 1512753 | AmountOfNonCashAssistance |
| Method Of Valuation | Actual award amount | MethodOfValuation |
| Description Of Non Cash Assistance | Unfunded tuition discounts | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| 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 on an individual assessment in order to determine the type of resources that will best serve the student. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Gary Dill | NamePerson |
| Base Compensation Filing Org | 129583 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 5306 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 26459 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 18575 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 179923 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchJ_P01_S00_L01a | Identifier |
| Return Reference | Schedule J, Part I, Line 1a | ReturnReference |
| Explanation | The University paid the monthly dues for the President to be a member of the local country club. The Board of Trustees considered this membership important to the President effectively representing the University in the local community. The membership was used primarily for University business. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J F Maddox Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Loan | Construction of Residence Hall | PurposeOfLoan |
| Loan To Organization | X | LoanToOrganization |
| Original Principal | $7,000,000 | OriginalPrincipalAmount |
| Balance Due | 7000000 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 7000000 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Lea County State Bank | |||
| A member of the Board of Trustees is a stockholder and officer of the bank | 1671851 | Total deposits as of May 31, 2012 | 0 |
| Daniels Insurance Inc | |||
| A member of the Board of trustees is an agent representing the University | 123210 | Insurance premiums paid | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | A member of the Board of Trustees is the spouse of a member of the University of the Southwest Foundation Board of Directors. 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 coflicts. |
| 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_P11_S00_L05 | Form 990, Part XI, Line 5 | Unrealized loss on investments |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of the Southwest Foundation | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | NM | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | Type III-Other | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of the Southwest Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | c | TransactionType |
| Amount Involved | 136142 | AmountInvolved |
| Method Of Amt Determination | 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. | MethodOfAmtDetermination |
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