2026-05-14T16:46:41+00:00 2025-06-30 440160260 Forvis Mazars LLP 8200 W Interstate 10 Suite 900 San Antonio TX 782303806 990 2024-07-01 741109641 St Edwards University STED 5124488400 3001 S Congress Avenue Austin TX 787046489 Gary Huff CFO 2026-05-14 true Robert Ulloa P01953132 2103419400 2026-05-14 2024 2025-03-06 01:10:19Z Dr Montserrat Fuentes 3001 S Congress Avenue Austin TX 787046489 215517346 false X WWW.STEDWARDS.EDU X 1964 TX TO PROVIDE A CULTURALLY DIVERSE STUDENT BODY WITH AN EDUCATION THAT ACHIEVES A BALANCE AMONG THE HUMANITIES, THE SCIENCES AND THE PROFESSIONS. 24 24 1669 24 -180850 0 14960706 16810509 164814990 151614263 8789743 6261815 19172705 9749883 207738144 184436470 81406009 74544217 0 62098284 64552643 0 2838054 42772680 43927477 186276973 183024337 21461171 1412133 420787531 429387213 112598084 107013776 308189447 322373437 TO PROVIDE A CULTURALLY DIVERSE STUDENT BODY WITH AN EDUCATION THAT ACHIEVES A BALANCE AMONG THE HUMANITIES, THE SCIENCES AND THE PROFESSIONS. TO MAKE GRADUATES COMPETENT IN A CHOSEN DISCIPLINE AND TO HELP THEM UNDERSTAND AND APPRECIATE THE CONTRIBUTIONS OF OTHER DISCIPLINES. TO PROMOTE (CONTINUED ON SCHEDULE O) false false 159908129 74544217 161364146 HIGHER EDUCATION: THE PURPOSE OF THE ORGANIZATION'S PROGRAM SERVICE IS TO EDUCATE STUDENTS BY PROVIDING INSTRUCTION; SUPPORT TO ACADEMIC PROGRAMS THROUGH SUCH SERVICES AS COUNSELING, LIBRARY FACILITIES, ATHLETICS, CAMPUS ACTIVITIES FOR STUDENTS, ETC. AND BY PROVIDING STUDENTS WITH RESIDENCE HALLS, DINING AND BOOKSTORE SERVICES IN SUPPORT OF THE EDUCATIONAL MISSION. THE UNIVERSITY SERVED 2,820 STUDENTS IN THIS REPORTING PERIOD. 159908129 true true false false false false false false false true true true false false true false false true true false false false false false false false false false true true true false false false false false false false false false false true false false false true true true true false false true 172 0 true 1669 true true true false false false false false false false false false false false X 24 24 false false false false false true false true true false false false true true true true true true true true false false X GARY HUFF 5124488400 3001 S Congress Ave Austin TX 787046489 Anabel Rodriguez Secretary 1.0 0.0 X X 0 0 0 Chris Ragland Treasurer 1.0 0.0 X X 0 0 0 Geronimo M Rodriguez Jr Vice-Chair 1.0 0.0 X X 0 0 0 Linus N Akanoh Jr Chair 1.0 0.0 X X 0 0 0 April Ruzicka Trustee 1.0 0.0 X 0 0 0 Brother Richard Daly CSC Trustee 1.0 0.0 X 0 0 0 Brother Thomas Dziekan CSC Trustee 1.0 0.0 X 0 0 0 Catherine Hilliard Trustee 1.0 0.0 X 0 0 0 Donna M Carroll Trustee 1.0 0.0 X 0 0 0 Dr David Sprague Trustee 1.0 0.0 X 0 0 0 Dr Mona Hicks Trustee 1.0 0.0 X 0 0 0 Dr Rita Cook Trustee 1.0 0.0 X 0 0 0 Ellie Ghaznavi Trustee 1.0 0.0 X 0 0 0 Father Peter Walsh CSC Trustee 1.0 0.0 X 0 0 0 Father Tom O'Hara CSC Trustee 1.0 0.0 X 0 0 0 Frank Moore Trustee 1.0 0.0 X 0 0 0 Giuliana Motta Trustee 1.0 0.0 X 0 0 0 Jason Kelley Trustee 1.0 0.0 X 0 0 0 Johanna M Fbregas Trustee 1.0 0.0 X 0 0 0 Kevin Koch Trustee 1.0 0.0 X 0 0 0 Kyle Ballarta Trustee 1.0 0.0 X 0 0 0 Marie Gonzalez Trustee 1.0 0.0 X 0 0 0 Melba Whatley Trustee 1.0 0.0 X 0 0 0 Sergio Rodriguez Trustee 1.0 0.0 X 0 0 0 Danny Lorrenty VP Institutional Effectiveness and Technology 45.0 0.0 X 150990 0 38143 Gary Huff Chief Financial Officer 45.0 0.0 X 177754 0 23182 Jose E Demedeiros VP for University Advancement 45.0 0.0 X 282193 0 20821 Lisa L Kirkpatrick VP for Student Affairs & Administration 45.0 0.0 X 324139 0 36394 Marianne Ward-Peradoza Provost 45.0 0.0 X 273774 0 49022 Mary C Campbell VP Marketing 45.0 0.0 X 230390 0 45037 Montserrat Fuentes President 45.0 0.0 X 565389 0 28476 Tracy L Manier VP Enrollment Management 45.0 0.0 X 248809 0 67492 Alexis Stokes Dean Munday School of Business 45.0 0.0 X 201544 0 40893 Catherine Campbell Dean Behavioral Sciences 45.0 0.0 X 171441 0 48967 Gregory Perrin AVP Advancement Administration 45.0 0.0 X 184508 0 23603 Jonathan Hodge Dean & Prof. Natural Sciences 45.0 0.0 X 185338 0 45510 Sharon Nell Dean Arts and Humanities 45.0 0.0 X 185858 0 30501 George E Martin President Emeritus 45.0 0.0 X 177558 0 27714 3359685 0 525755 80 true true false Bon Appetit 201 Redwood Shores Pkwy STE 100 Redwood City CA 940656111 Food Services 5734813 HILL AND WILKINSON CONSTRUCTION GROUP 2703 TELECOM PKWY SUITE 120 RICHARDSON TX 75082 CONSTRUCTION 2952206 JM Mitchell Group Inc 6202 Ledge Mountain Dr Austin TX 78731 Marketing 1940381 Texas Air Systems LLC 6029 W campus Circle Drive Suite 100 Irving TX 75063 HVAC 1297533 EAB Global Inc PO Box 603519 Charlotte NC 282603519 Education Technology 765869 52 7090780 9719729 1271769 16810509 TUITION AND FEES 611310 137054759 137054759 AUXILIARY 611310 14559504 14559504 0 0 0 0 151614263 2932552 -180850 3113402 0 0 34410139 31080876 3329263 0 3329263 3329263 OTHER INCOME 900099 9749883 9749883 0 0 0 0 9749883 184436470 161364146 -180850 6442665 74544217 74544217 2767277 367619 1748393 651265 48466450 39368146 7796212 1302092 2707618 2205311 427508 74799 7480091 5919963 1281704 278424 3131207 2439658 573962 117587 251010 251010 220448 220448 165396 165396 6799630 5029113 1624553 145964 1852590 1821660 26463 4467 2428038 2023225 319763 85050 3720715 3308428 327068 85219 3392012 2996499 395513 1702092 1502429 177165 22498 377297 300409 63116 13772 3498496 3451531 46965 9696931 8884678 812253 1417608 39496 1378112 Bad Debt Expense 947950 947950 Library Collections 924870 924870 Hospitality 924213 691382 195711 37120 Student Participation Support 375051 375051 5233130 2766494 2446839 19797 183024337 159908129 20278154 2838054 15079913 7711387 38120694 45687178 2503566 2650274 2794325 1903524 0 0 0 0 500249 569292 375817040 175696601 201442924 200120439 112040862 119950008 42097406 50795111 0 6207592 0 420787531 429387213 8845785 8616511 7045572 5901719 87658797 83737959 0 0 9047930 8757587 112598084 107013776 X 182157363 180970756 126032084 141402681 308189447 322373437 420787531 429387213 X 1412133 12857066 246 -85455 X false true true true true X 10285688 26213294 11558771 14960706 16810509 79828968 0 0 10285688 26213294 11558771 14960706 16810509 79828968 3159366 76669602 376493 362064 2129012 3560854 3113402 9541825 4581 4581 0 0 0 0 0 0 89375374 678568033 0.85784 0.86588 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 146625202 4106106 16845022 4265728 1910882 165396 161234324 133673755 1875548 17078555 3976160 1779477 247019 146625202 125862859 2210090 11300765 3759509 1705974 234476 133673755 140346078 1801358 -10873535 3479525 1580726 350791 125862859 110657640 2874294 32049734 3322962 1545397 367231 140346078 0.15 0.58 0.27 false false 3479883 3479883 314552879 129723713 184829166 14166116 13388375 777741 36063282 32584513 3478769 7554880 0 7554880 200120439 Closely-held equity interests Financial derivatives INVESTMENTS IN TRUST - LEVEL 3 268651 F ASSETS HELD IN TRUST - LEVEL 1 12546216 F REAL ESTATE AND OTHER FUNDS 37980244 F INVESTMENT IN CEMETERY 0 F 50795111 Federal Income Taxes ANNUITIES PAYABLE 3413269 INTEREST RATE SWAP 658928 ENERGY SAVINGS DEBT 4067478 OTHER 617912 8757587 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 ASC 740 FOOTNOTE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part V, Line 4 Intended uses of endowment funds THE UNIVERSITY'S ENDOWMENT FUNDS PROVIDE SCHOLARSHIPS AND SUPPORT FOR UNIVERSITY PROGRAMS TO DELIVER THE EDUCATIONAL MISSION. true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY ALL RESPONSES TO PUBLIC INQUIRY CONCERNING ADMISSIONS AND FINANCIAL AID REQUIREMENTS ARE MET WITH LITERATURE; SUCH AS CATALOGUES, BROCHURES AND APPLICATIONS THAT HAVE THE ORGANIZATION'S NON-DISCRIMINATORY POLICY CLEARLY STATED. ADVERTISEMENTS FOR THE ORGANIZATION TYPICALLY ARE FOR COURSE OFFERINGS OF THE CURRENT SEMESTER. A STATEMENT OF NON-DISCRIMINATORY POLICY IS STATED IN EACH ADVERTISEMENT AND IN THE UNIVERSITY WEBSITE. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT THE UNIVERSITY ADMINISTERS VARIOUS STUDENT FINANCIAL AID PROGRAMS INCLUDING SUPPLEMENTAL EDUCATION OPPORTUNITY GRANT, COLLEGE WORK STUDY AND NATIONAL DIRECT STUDENT LOANS. THE UNIVERSITY IS ALSO INVOLVED IN VARIOUS EDUCATIONAL PROGRAMS FOR WHICH FUNDS ARE RECEIVED FROM BOTH STATE AND FEDERAL AGENCIES. true Institutional Aid and Scholarships 4353 74544217 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds ST. EDWARD'S UNIVERSITY'S OFFICE OF STUDENT FINANCIAL SERVICES MONITORS THE USE OF GRANT FUNDS USING A TASK FOR ENROLLMENT MANAGEMENT, COMPLIANCE AND FUNDS MANAGEMENT, AND ANNUAL INDEPENDENT AUDITS. THE ENROLLMENT COMMITTEE REVIEWS AWARDING AND RENEWAL POLICIES FOR THE UNIVERSITY GRANTS AND SCHOLARSHIPS AND ESTABLISHES FRESHMEN AND TRANSFER ENROLLMENT GOALS ALONG WITH THE FINANCIAL AID PACKAGING STRATEGY NECESSARY TO ACHIEVE THESE GOALS. THE COMMITTEE ENGAGES A NATIONALLY RECOGNIZED LEADER IN THE ENROLLMENT MANAGEMENT CONSULTING FIELD TO ASSIST IN THE ESTABLISHMENT AND MONITORING OF FRESHMEN AND TRANSFER ENROLLMENT GOALS AND FINANCIAL AID PACKAGING. EACH COMMITTEE MEMBER AND OTHER KEY UNIVERSITY PERSONNEL RECEIVE WEEKLY REPORTS THROUGHOUT THE FINANCIAL AID AWARDING CYCLE. THE TASK FOR ENROLLMENT MANAGEMENT IS COMPRISED OF THE PROVOST, VICE PRESIDENT STUDENT AFFAIRS, VICE PRESIDENT FINANCE AND ADMINISTRATION, VICE PRESIDENT ENROLLMENT MANAGEMENT, VICE PRESIDENT MARKETING AND COMMUNICATIONS, VICE PRESIDENT INSTITUTIONAL EFFECTIVENESS AND PLANNING, ASSOCIATE VICE PRESIDENTS ACADEMIC SERVICES, ASSOCIATE VICE PRESIDENTS ACADEMIC AFFAIRS, ASSOCIATE VICE PRESIDENT ATHLETICS AND THE DIRECTOR OF STUDENT FINANCIAL AID. TO ENSURE COMPLIANCE AND PROPER FUND MANAGEMENT, THE UNIVERSITY USES AN ENTERPRISE SOFTWARE TO TRACK ALL FUNDING SOURCES FOR SCHOLARSHIPS FROM UNIVERSITY, FEDERAL, STATE, LOCAL AND PRIVATE SOURCES. THE SOFTWARE HAS A COMPREHENSIVE COMPLIANCE AND FUNDS MANAGEMENT MODULE AND ALLOWS STAFF TO ADD ADDITIONAL FUNCTIONALITY AS NECESSARY. THE COMPLIANCE MODULE IDENTIFIES GRANT AND SCHOLARSHIP OFFERS THAT FAIL TO MEET AWARDING CRITERIA AND PREVENTS FINANCIAL AID FROM BEING APPLIED TO A STUDENT IF THE STUDENT DOES NOT MEET THE DISBURSING CRITERIA. FINANCIAL AID RECORDS AND UNIVERSITY GENERAL LEDGER RECORDS ARE RECONCILED USING THE FUNDS MANAGEMENT FUNCTION. ADDITIONAL MONITORING IS ACCOMPLISHED THROUGH DIAGNOSTIC REPORTS BY FINANCIAL AID IDENTIFYING CODES, TYPES OF GRANTS, FORMS OF GRANTS AND INDIVIDUAL FUNDING SOURCES. ANNUAL AUDITS ARE PERFORMED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM THAT RENDERS AN OPINION AS TO WHETHER FEDERAL AND CERTAIN STATE FUNDED FINANCIAL AID PROGRAMS ARE EXERCISED IN COMPLIANCE WITH APPLICABLE LAWS AND REGULATIONS GOVERNING SAID PROGRAMS. X X X true true X X X X X X false false false false false false false false false George E Martin President Emeritus 175501 0 0 0 2057 0 12600 0 15114 0 205272 0 0 0 Montserrat Fuentes President 496119 0 14585 0 54685 0 19600 0 8876 0 593865 0 0 0 Lisa L Kirkpatrick VP for Student Affairs & Administration 322928 0 250 0 961 0 19600 0 16794 0 360533 0 0 0 Jose E Demedeiros VP for University Advancement 281438 0 0 0 755 0 19600 0 1221 0 303014 0 0 0 Marianne Ward-Peradoza Provost 273191 0 0 0 583 0 19600 0 29422 0 322796 0 0 0 Tracy L Manier VP Enrollment Management 246734 0 0 0 2075 0 18773 0 48719 0 316301 0 0 0 Mary C Campbell VP Marketing 228998 0 0 0 1392 0 16895 0 28142 0 275427 0 0 0 Gary Huff Chief Financial Officer 176875 0 0 0 879 0 12630 0 10552 0 200936 0 0 0 Danny Lorrenty VP Institutional Effectiveness and Technology 150584 0 0 0 406 0 11652 0 26491 0 189133 0 0 0 Sharon Nell Dean Arts and Humanities 185530 0 0 0 328 0 13319 0 17182 0 216359 0 0 0 Jonathan Hodge Dean & Prof. Natural Sciences 184943 0 0 0 395 0 14019 0 31491 0 230848 0 0 0 Gregory Perrin AVP Advancement Administration 182293 0 0 0 2215 0 13141 0 10462 0 208111 0 0 0 Catherine Campbell Dean Behavioral Sciences 170536 0 0 0 905 0 12915 0 36052 0 220408 0 0 0 Alexis Stokes Dean Munday School of Business 200967 0 0 0 577 0 14792 0 26101 0 242437 0 0 0 Schedule J, Part I, Line 1a Explanation of Benefits DURING THE FISCAL YEAR, DR. MONTSERRAT FUENTES, PRESIDENT, WAS THE ONLY PERSON TO RECEIVE A HOUSING ALLOWANCE. BOTH DR. GEORGE MARTIN, PRESIDENT EMERITUS, AND DR. MONTSERRAT FUENTES, RECEIVED REIMBURSEMENT FOR LIFE INSURANCE, FINANCIAL PLANNING PER EMPLOYMENT CONTRACT, AND SOCIAL CLUB DUE REIMBURSEMENTS. DR. FUENTES ALSO RECEIVED REIMBURSEMENT FOR AUTO/CAR PER EMPLOYMENT CONTRACT. THE HOUSING ALLOWANCE, FINANCIAL PLANNING, SOCIAL CLUB, LIFE INSURANCE, AND AUTO REIMBURSEMENT ARE TAXABLE AND REPORTED TO DR. MARTIN AND DR. FUENTES ON IRS FORM W-2. A SAN LEANNA EDUCATION FACILITIES CORP 201275212 000000000 2006-08-01 6963000 SEE SCHEDULE K, PART VI false false false B SAN LEANNA EDUCATION FACILITIES CORP 201275212 756870AQ4 2004-06-04 10000000 SEE SCHEDULE K, PART VI false false false C RED RIVER EDUCATION FINANCE CORPORATION 752791247 756870BV2 2017-04-20 21331147 SEE SCHEDULE K, PART VI false false false D RED RIVER EDUCATION FINANCE CORPORATION 752791247 756870AQ4 2016-06-28 79953738 SEE SCHEDULE K, PART VI false false false A 3266500 6963000 92214 6870786 2007 false false true true B 5378250 10000000 419227 98500 9482273 2005 false false true true C 15995000 21331147 298742 21032405 2017 true false true true D 5560000 79953738 790000 37185330 41978408 2018 false true true true A false false false false false false 0 0 0.0 false false 0 false true B false false false false false false 0 0 0.0 false false 0 false true C false false false false false false 0 0 0.0 false false 0 false true D false false false false false false 0 0 0.0 false false 0 false true A false false false true true true 0 true false false 0 false false true B false false false true true true 29.0 true false false 0 false false true C false false false true false false 0 false false false 0 false false true D false false false true false true 0 false false false 0 false false true A true B true C true D true Schedule K, Part I, Column (f) Description of Purpose BOND A (2006): CONSTRUCTION AND EQUIPMENT FOR NEW DORMITORY FACILITY BOND B (2004): CONSTRUCTION, EQUIPMENT AND NEW DORMITORY FACILITY AND CERTAIN UTILITY EFFICIENCY UPGRADES BOND C (2017): ADVANCE REFUNDING OF REMAINING SERIES 2007 BONDS BOND D (2016): CONSTRUCTION, EQUIPMENT AND FURNISHING CERTAIN STUDENT HOUSING AND REFUND PORTION OF THE SERIES 2007 BOND BOND A (2005): CONSTRUCTION AND EQUIPMENT FOR NEW DORMITORY FACILITY Schedule K, Part IV, Line 2c COLUMN A Issuer name: SAN LEANNA EDUCATION FACILITIES CORP The calculation for computing no rebate due was performed on 05/06/2010 Schedule K, Part IV, Line 2c COLUMN B Issuer name: SAN LEANNA EDUCATION FACILITIES CORP The calculation for computing no rebate due was performed on 12/04/2006 Schedule K, Part IV, Line 2c COLUMN C Issuer name: RED RIVER EDUCATION FINANCE CORPORATION The calculation for computing no rebate due was performed on 05/17/2019 Schedule K, Part IV, Line 2c COLUMN D Issuer name: RED RIVER EDUCATION FINANCE CORPORATION The calculation for computing no rebate due was performed on 06/29/2018 Schedule K, Part IV, Line 2c COLUMN A Issuer name: SAN LEANNA EDUCATION FACILITIES CORP The calculation for computing no rebate due was performed on 12/04/2006 A SAN LEANNA EDUCATION FACILITIES CORP 201275212 000000000 2005-01-11 2917000 SEE SCHEDULE K, PART VI false false false A 1168500 2917000 45000 2872000 2007 false false true true A false false false false false false 0 0 0.0 false false 0 false true A false false false true true true 29.0 true false false 0 false false true A true 7 1254844 Market value X Fine jewelry 1 16925 Market value false true false Schedule M, Part I, Line 1 Column B NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED THE AMOUNTS IN THIS COLUMN ARE THE NUMBER OF CONTRIBUTIONS RECEIVED. Form 990, Part III, Line 1 ORGANIZATION'S MISSION TO PROVIDE A CULTURALLY DIVERSE STUDENT BODY WITH AN EDUCATION THAT ACHIEVES A BALANCE AMONG THE HUMANITIES, THE SCIENCES AND THE PROFESSIONS. TO MAKE GRADUATES COMPETENT IN A CHOSEN DISCIPLINE AND TO HELP THEM UNDERSTAND AND APPRECIATE THE CONTRIBUTIONS OF OTHER DISCIPLINES. TO PROMOTE EXCELLENCE IN TEACHING AND LEARNING IN AN ENVIRONMENT THAT ENCOMPASSES THE CAMPUS CLASSROOM, STUDENT LIFE PROGRAMS AND THE BROADER COMMUNITY. TO PREPARE GRADUATES THROUGH TRAINING IN CRITICAL AND CREATIVE THINKING AS WELL AS MORAL REASONING, TO ANALYZE PROBLEMS, PROPOSE SOLUTIONS AND MAKE RESPONSIBLE DECISIONS. Form 990, Part VI, Line 1a Delegate broad authority to a committee THE EXECUTIVE COMMITTEE OF THE UNIVERSITY IS COMPOSED OF AT LEAST FIVE VOTING MEMBERS OF THE BOARD OF TRUSTEES, INCLUDING THE OFFICERS OF THE BOARD AND, EX OFFICIO, THE PRESIDENT OF ST. EDWARD'S UNIVERSITY. MEMBERS OF THIS COMMITTEE, OTHER THAN THE OFFICERS OF THE BOARD AND THE PRESIDENT, ARE APPOINTED BY THE CHAIRPERSON OF THE BOARD, THESE APPOINTMENTS BEING RATIFIED BY VOTE OF THE FULL BOARD. THE EXECUTIVE COMMITTEE CAN EXERCISE ALL POWERS OF THE BOARD AT SUCH TIMES AS THE BOARD IS NOT IN SESSION, EXCEPT THAT IT DOES NOT HAVE THE POWER TO ALTER OR REVOKE ANY PREVIOUS ORDER, RESOLUTION, OR VOTE OF A MEETING OF THE BOARD UNLESS SPECIFICALLY GRANTED SUCH POWER BY THE BOARD. IT DOES NOT HAVE THE POWER TO ELECT OR REMOVE OFFICERS OF THE BOARD OF TRUSTEES, ELECT OR REMOVE THE PRESIDENT OF ST. EDWARD'S UNIVERSITY, OR TO AMEND THE CHARTER OR BYLAWS OF THE CORPORATION. THE COMMITTEE CANNOT ACT ON MATTERS PROPERLY THE FIRST RESPONSIBILITY OF STANDING COMMITTEES FOR REVIEW, STUDY, AND RECOMMENDATION TO IT AND/OR TO THE BOARD, EXCEPT IN EMERGENCIES OF CONSEQUENCE TO ST. EDWARD'S UNIVERSITY GENERALLY. THE FUNCTIONS OF THIS COMMITTEE ALSO INCLUDE EVALUATION OF THE STATED MISSION AND GOALS OF THE UNIVERSITY. THE EXECUTIVE COMMITTEE HAS A STANDING SUBCOMMITTEE, APPOINTED BY THE CHAIRPERSON OF THE BOARD, RESPONSIBLE FOR REVIEWING THE COMPENSATION PACKAGE OF THE PRESIDENT AND RECOMMENDING THE SAME TO THE FULL COMMITTEE. THE SUBCOMMITTEE WILL ALSO OVERSEE THE COMPENSATION PACKAGES OF SENIOR STAFF TO ASSURE COMPLIANCE WITH APPLICABLE LAW, REGULATION AND GOOD PRACTICE. REGULAR AND SPECIAL MEETINGS SHALL BE AT THE CALL OF THE CHAIRPERSON OR PRESIDENT OR UPON WRITTEN REQUEST OF ANY TWO VOTING TRUSTEE MEMBERS OF THE COMMITTEE. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body AS PROVIDED FOR IN THE MERGER AGREEMENT, THE PROVINCIAL SUPERIOR OF CONGREGATION OF HOLY CROSS MOREAU PROVINCE AND ANOTHER THREE ACTIVE TRUSTEES TO BE NAMED BY THE CONGREGATION OF HOLY CROSS MOREAU PROVINCE ARE MEMBERS OF THE UNIVERSITY BOARD OF TRUSTEES. ALL OTHER MEMBERS OF THE BOARD OF TRUSTEES ARE ELECTED. THE BOARD OF TRUSTEES IS SELF-PERPETUATING AND SHALL CONSIST OF TRUSTEES ELECTED BY THE BOARD AND THOSE PERSONS ELECTED AS EMERITI OR WHO SIT WITH THE TRUSTEES, EX OFFICIO. Form 990, Part VI, Line 11b Review of form 990 by governing body THE CHIEF FINANCIAL OFFICER (WHO REPORTS TO THE UNIVERSITY'S PRESIDENT) IS RESPONSIBLE FOR OVERSEEING ALL TAX COMPLIANCE MATTERS FOR ST. EDWARD'S UNIVERSITY. THE UNDERLYING SCHEDULES AND SUPPORT ARE PREPARED BY THE CONTROLLER AND REVIEWED BY THE CFO. THE CONTROLLER UPLOADS ALL SUPPORT TO THE TAX PREPARER'S TAX SOFTWARE WHICH IN TURN GENERATES THE DRAFT 990 RETURN. THE TAX PREPARER REVIEWS THE FINAL 990 FOR CONSISTENCY WITH RELEVANT TAX LAWS AND REGULATIONS. THEREAFTER, THE UNIVERSITY'S FORM 990 IS REVIEWED BY THE CONTROLLER, CFO, AND THE UNIVERSITY'S TAX PREPARER. NEXT, THE UNIVERSITY'S CFO AND CONTROLLER REVIEW THE UNIVERSITY'S FORM 990 ONE FINAL TIME BEFORE THE RETURN IS PROVIDED TO THE UNIVERSITY'S FIDUCIARY COMMITTEE OF ITS BOARD OF TRUSTEES, WHICH HAS BEEN DELEGATED APPROPRIATE AUTHORITY TO REVIEW THE RETURN ON BEHALF OF THE UNIVERSITY'S BOARD OF TRUSTEES. SUBSEQUENT TO ITS REVIEW, THE FIDUCIARY COMMITTEE REPORTS BACK TO THE FULL BOARD OF TRUSTEES REGARDING ITS OVERSIGHT OF FORM 990, AND THE FINAL DRAFT OF THE UNIVERSITY'S FORM 990 {INCLUDING ALL REQUIRED SCHEDULES THERETO) IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES SO IT IS ABLE TO MAKE ANY APPROPRIATE INQUIRIES REGARDING THE DATA CONTAINED IN THE UNIVERSITY'S FORM 990 BEFORE THE RETURN IS FILED. Form 990, Part VI, Line 12c Conflict of interest policy ST. EDWARD'S UNIVERSITY'S CONFLICT OF INTEREST POLICY IS APPLICABLE TO ALL MEMBERS OF THE UNIVERSITY'S BOARD OF TRUSTEES, OFFICERS, AND HIGHEST COMPENSATED EMPLOYEES. A CONFLICT IS DEEMED TO EXIST IN THE EVENT THAT A TRUSTEE, OFFICER OR FAMILY MEMBER OF EITHER IS AFFILIATED WITH AN ORGANIZATION THAT MAY TRANSACT BUSINESS WITH THE UNIVERSITY. THE POLICY DEFINES TRUSTEE, OFFICER, FAMILY MEMBERS, AND AFFILIATION. DISCLOSURE OF ANY OR ALL OF THESE TYPES OF RELATIONSHIPS OR THE APPEARANCE OF SUCH RELATIONSHIPS IS REQUIRED TO BE MADE ANNUALLY BY SEPTEMBER OR AS SOON AS A POTENTIAL CONFLICT ARISES. THE DISCLOSURES FOR TRUSTEES AND OFFICERS ARE MADE IN WRITING ON THE ST. EDWARD'S CONFLICT OF INTEREST FORM AND SUBMITTED TO THE CHIEF OF STAFF IN THE OFFICE OF THE PRESIDENT. AFTER COLLECTING THE CONFLICT OF INTEREST FORMS, THE CHIEF OF STAFF PROVIDES THE PRESIDENT AND CHAIR OF THE BOARD WITH A REPORT STATING WHETHER OR NOT THERE ARE ANY CONFLICTS. IF ANY POTENTIAL CONFLICTS ARE DISCLOSED, UNIVERSITY'S LEGAL COUNSEL IS TO BE NOTIFIED. COUNSEL WILL IN TURN DETERMINE IF AN ACTUAL CONFLICT EXISTS. IF A CONFLICT IS DETERMINED TO EXIST WITH A TRUSTEE THE MATTER IS REPORTED TO THE UNIVERSITY PRESIDENT AND BOARD CHAIR. IF A CONFLICT IS DETERMINED TO EXIST WITH A UNIVERSITY OFFICER, THE MATTER IS REPORTED TO THE UNIVERSITY PRESIDENT. IN EITHER CASE, THE INDIVIDUAL(S) RECEIVING THE REPORT MUST TAKE ALL APPROPRIATE ACTION SUCH AS ABSTAIN FROM VOTING. Form 990, Part VI, Line 15a Process to establish compensation of top management official The Fiduciary Committee of the Board reviews salary and benefits for the President and members of the President's cabinet as submitted by the CFO. These salaries are benchmarked against peer institutions, using data from 990 returns, and the Colleges and University Professional Association for Human Resources (CUPA-HR). During the process, the Fiduciary Committee seeks to maintain an appropriate balance between executive compensation and other salary levels within the institution. Form 990, Part VI, Line 15b Process to establish compensation of other employees The Fiduciary Committee of the Board reviews salary and benefits for the President and members of the President's cabinet as submitted by the CFO. These salaries are benchmarked against peer institutions, using data from 990 returns, and the Colleges and University Professional Association for Human Resources (CUPA-HR). During the process, the Fiduciary Committee seeks to maintain an appropriate balance between executive compensation and other salary levels within the institution. Form 990, Part VI, Line 19 Required documents available to the public UNIVERSITY POLICIES, INCLUDING THE CONFLICT OF INTEREST POLICY, ARE MADE AVAILABLE TO THE PUBLIC ON OUR WEBSITE. GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN FAIR VALUE OF SWAP - -85455; Total - -85455; 2908 SOUTH CONGRESS INC 2908 S CONGRESS AVENUE AUSTIN TX 78704 823317354 HOLDING COMPANY TX 4182408 0 ST EDWARD'S UNIVERSITY CATHOLIC CEMETERY ASSOCIATION OF AUSTIN 3650 SOUTH HI-35 AUSTIN TX 78704 741185658 CEMETERY TX 501(c)(3) 1 ST EDWARD'S UNIVERSITY true false false false false false false false false false false false false false false false false false false false