2011-04-15T14:21:01-04:00 2010-05-31 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 2600 INDIANAPOLIS IN 46204 990 2009-06-01 741109661 University of the Incarnate Word UNIV 2108296037 4301 Broadway San Antonio TX 78209 Edith Cogdell 2011-04-15 3176817000 2009 2016-02-24 21:20:13Z DR LOUIS AGNESE JR 4301 BROADWAY SAN ANTONIO TX 78209 170941893 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 2243 750 -2353 -5803 11063480 12126767 111575608 126134519 -4402568 1294082 1850650 1662507 120087170 141217875 26549482 32239522 0 0 48746207 53211656 0 0 1206213 35494117 35162161 110789806 120613339 9297364 20604536 226098426 248771461 96492696 93846282 129605730 154925179 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 need 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 32239522 32239522 Higher education: Scholarships and fellowships: financial aid for students. 44630869 115404110 Higher education: Instruction: Services undergraduate and graduate students in San Antonio and South Texas and related academic support, research and public service. 13060050 9993880 Higher education: Auxiliary Enterprises: Dorm and food service costs service UIW students, athletrics help provide body development. 4439564 736529 Higher education: Student services: Enrollment services, registrar, health services and counseling. 4439564 736529 94370005 true true false true false false true false true true false true true false false false false false true false false false true true true false false false false false false true false false true true true false false false true true false false true 178 0 true 2243 true true true false false false false true true false false false 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 40.0 X X 508991 0 109356 Amato Charles 1.0 X 0 0 0 Beckendorf Scott 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 Clingman James Fully 1.0 X 0 0 0 Craven Annette 40.0 X 77126 0 10798 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 CCVI Sister Marinela 1.0 X 0 0 0 Garza Jr Cleofas 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 Peggy 1.0 X 0 0 0 Lucke Stephen 1.0 X 0 0 0 Lutz III Charles D 1.0 X 0 0 0 Maya CCVI 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 Munley IHM PhD Sister Anne 1.0 X 0 0 0 Nava Carmen 1.0 X 0 0 0 Peveto John 1.0 X 0 0 0 Pezold CCVI Sister Annette 1.0 X 0 0 0 Pontius Marky 1.0 X 0 0 0 Reyes Joseph A 1.0 X 0 0 0 Schlosberg Richard T 1.0 X 0 0 0 Stanley Sister Teresa 1.0 X 0 0 0 Tarango Sister Yolanda 1.0 X 0 0 0 Walker Jr W Lawrence 1.0 X 0 0 0 Endsley Douglas 40.0 X 212255 0 31474 Jurenovich David 40.0 X 186271 0 21655 Coughlin Kathleen 40.0 X 0 0 0 Porter Cyndi 40.0 X 151372 0 18670 Doyle Denise 40.0 X 182250 0 15917 Ghazi-Birry Hani 40.0 X 185664 0 21352 Johnson-Fannin Arcelia 40.0 X 177640 0 20543 Porter Vincent 40.0 X 128812 0 10465 Maize David 40.0 X 120444 0 13536 Watkins Patricia 40.0 X 137476 0 11999 2068301 0 285765 36 false true false Sodexo Inc Affiliates 4301 Broadway SAN ANTONIO TX 78209 Food services 3857241 ARAMARK Facility Services USAA Building C-S-W SAN ANTONIO TX 78288 Custodial services 1600060 McChesneyBianco Architecture 315 9th Street SAN ANTONIO TX 78215 Architectural serv. 601884 Guido Brothers Construction Co 8526 Vidor Ave SAN ANTONIO TX 78216 Construction service 474816 Guarantee Plumbing Air Conditioni 4601 McCullough Ave SAN ANTONIO TX 78212 Construction service 332213 15 107418 219907 79000 5720557 5999885 361529 12126767 TUITION AND FEES 611710 115404110 115404110 0 0 AUX FOOD SERVICE 611710 3957165 3957165 0 0 AUX HOUSING 611710 5935459 5935459 0 0 AUX BOOKSTORE COMMISSION 611710 223875 223875 0 0 AUX PUBLIC SUMMER SPORTS CAMPS 611710 101256 101256 0 0 512654 512654 0 0 126134519 1330410 0 0 1330410 0 0 498425 368370 130055 130055 -8603 138658 29026550 29062878 -36328 -36328 -36328 238575 219907 292770 -54195 -54195 0 0 CHARGES/PENALTIES AND FEES 611710 609120 0 0 609120 PARKING 611710 269075 0 0 269075 INTERNATIONAL PROGRAMS 611710 210990 0 0 210990 497462 0 6250 491212 1586647 141217875 126134519 -2353 2958942 0 0 32239522 32239522 0 0 0 0 1720993 319790 1224956 176247 0 43685503 33968734 9024877 691892 2387057 1826668 504719 55670 2112734 1583476 498552 30706 3305369 2718950 533684 52735 0 0 0 0 171606 0 171606 0 232500 0 232500 0 60534 0 0 60534 0 0 0 0 0 3452705 1846550 1599465 6690 1868816 795005 1073811 0 9863868 7093446 2708871 61551 2654539 1859370 790474 4695 0 0 0 0 4120221 1194707 2923699 1815 1541440 1109939 416801 14700 0 0 0 0 329352 217581 105493 6278 1900571 1521061 379395 115 0 0 0 0 4425115 3540092 885023 0 593808 147805 446003 0 ENTERTAINMENT 816305 548918 237785 29602 BAD DEBT EXPENSE 653430 653430 ROOM AND BOARD WAIVERS 529925 529925 0 AUTOMOTIVE 332397 119976 211736 685 MEMBERSHIPS 293649 111727 173677 8245 1321380 1076763 240564 4053 120613339 94370005 25037121 1206213 0 0 38401932 33742749 7915694 9627971 4073465 5176972 3584885 3533354 37039 1761816 1865057 175182242 40369210 131697917 134813032 32698722 50145219 5918280 9784353 45715 45715 226098426 248771461 9221120 9614742 2642246 2555972 3253146 3615992 72820000 69455000 1336000 1169000 7220184 7435576 96492696 93846282 X 108096796 128742251 6726835 11268570 14782099 14914358 129605730 154925179 226098426 248771461 X true true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 60534 60534 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. 24300 X X X false 38563457 16052378 6381026 367132 233641 530726 59865362 47754372 4059403 -12103840 492744 330228 323506 38563457 0.81000 0.19000 true false 9649201 9649201 124996702 21518574 103478128 8249834 6143016 2106818 13249931 6873993 6375938 19036574 5833627 13202947 134813032 0 DUE TO IWHS 1603083 DUE TO SACHS 457032 ANNUITIES PAYABLE 18045 AMOUNTS HELD ON BEHALF OF OTHERS 106689 DEPOSITS 5250727 7435576 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 on instruction, scholarships, and operating expenses. true true true Promotional activites on TV, radio, magazine, newspaper, and billboards. true true true true false false false false false false false false true false The University receives federal and state grant funds for financial assistance for students and other educational purposes. true Swing In 284145 144097 140048 0 143398 15132 15599 255 1050 Fashion Show 115087 75810 39277 0 19906 0 33172 0 29638 3 59250 0 59250 4000 0 15456 6078 8218 868 458482 219907 238575 4000 163304 30588 54849 8473 31556 292770 -54195 true Faculty/staff dependent waivers 122 1506108 Scholarships, grants, and discounts 6123 30733414 Monitoring of use of grant funds Schedule I, Part I, Line 2 The University of the Incarnate Word determines whether an individual organization 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 366982 0 85126 0 56883 0 16100 0 93256 0 618347 0 0 0 Endsley Douglas 167121 0 125 0 45009 0 15187 0 16287 0 243729 0 0 0 Jurenovich David 163154 0 2627 0 20490 0 13463 0 8192 0 207926 0 0 0 Porter Cyndi 133132 0 3127 0 15113 0 10806 0 7864 0 170042 0 0 0 Ghazi-Birry Hani 169244 0 0 0 16420 0 13533 0 7819 0 207016 0 0 0 Doyle Denise 158113 0 3127 0 21010 0 12622 0 3295 0 198167 0 0 0 Johnson-Fannin Arcelia 172145 0 0 0 5495 0 12821 0 7722 0 198183 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 $176,291. City of San Antonio 521351505 796247AG9 2007-05-02 26000000 See Schedule O false false City of San Antonio 521351505 796247AH7 2008-05-01 28000000 See Schedule O false false 26098760 0 0 0 247229 107856 25743675 2007 false false true true 28067346 0 0 0 283710 0 27783636 2008 false false true true false false false false true 0.00000 0.00000 0.00000 true false false false false true 0.00000 0.00000 0.00000 true false true true JP Morgan Chase Bank 2. false false true false true true JP Morgan Chase Bank 2. false false true NA 8100 Need-based NA 4470 Tuition disc. Charles Amato UIW trustee/SWBC CEO 556662 Property & liability insurance false X 9 24300 Fair market value X 128 Fair market value X 9 100976 Fair market value X 9 7311 Fair market value X Fundraising events donations 280 219907 Fair market value X Gift certificates 10 8907 Fair market value 0 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 duty 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 11a 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. 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 EXPIRES IN 2010 THAT ENTITLES THE UNIVERSITY TO RECEIVE REPAYMENTS OF VARIABLE-RATE INTEREST PAID BASED ON THE USD-SIFMA MUNICIPAL SWAP INDEX. THE UNIVERSITY PAYS A FIXED RATE OF INTEREST OF 2.208% AND 2.210% ON BOND SERIES 2008 AND 2007, RESPECTIVELY. Incarnate Word High School 727 East Hildebrand San Antonio TX 78212 742864481 Secondary Ed. TX 501(c)(3) 2 NA St Anthony Catholic High School 3200 McCullough Ave San Antonio TX 78212 200234338 Secondary Ed. TX 501(c)(3) 2 NA Congregation of the Sisters of Charity 4503 Broadway San Antonio TX 78209 741676917 Religious Ord TX 501(c)(3) 1 NA Incarnate Word Education Foundation 4301 Broadway San Antonio TX 78209 271891305 Support Org. TX 501(c)(3) 7 N/A false false true true false false false false false true false false true true false false true false Incarnate Word High School J 150000 St Anthony Catholic High School D 4130000 Sisters of Charity of the Incarnate Word C 79000 Sisters of Charity of the Incarnate Word J 136020 Sisters of Charity of the Incarnate Word Q 167000