2024-04-08T11:44:15+00:00 2023-05-31 346565596 ERNST & YOUNG US LLP 425 HOUSTON ST FORT WORTH TX 76102 990 2022-06-01 741109661 University of the Incarnate Word UNIV 2108296037 4301 BROADWAYCPO 315 SAN ANTONIO TX 782096318 EVANS DR THOMAS M TRUSTEE/PRES/CEO/EX OFFICIO 2108296037 2024-04-08 true DR DARRELL HAYDON 999009999 Melva Scott P01207335 8173351900 2024-04-05 2022 2023-04-26 12:10:37Z EVANS DR THOMAS M 4301 BROADWAYCPO 315 SAN ANTONIO TX 782096318 535466885 false 0928 X WWW.UIW.EDU X 1881 TX UIW IS COMMITTED TO EDUCATIONAL EXCELLENCE IN A CONTEXT OF FAITH IN JESUS CHRIST, THE INCARNATE WORD OF GOD. IT PROMOTES LIFE LONG LEARNING & FOSTERS DEVELOPMENT OF THE WHOLE PERSON. 25 23 3033 1240 47846 0 25769488 13058819 245061530 247629028 12988550 10387527 3244600 3497422 287064168 274572796 88862955 84548104 0 0 111415881 116160500 0 0 1119455 73525850 90844402 273804686 291553006 13259482 -16980210 576891919 542721581 220243194 215883679 356648725 326837902 X THE UNIVERSITY IS COMMITTED TO EDUCATIONAL EXCELLENCE IN A CONTEXT OF FAITH IN JESUS CHRIST, THE INCARNATE WORD OF GOD. THUS, THROUGH A LIBERAL EDUCATION, THE UNIVERSITY CULTIVATES THE DEVELOPMENT OF THE WHOLE PERSON AND VALUES OF LIFE-LONG LEARNING. TO THAT END, FACULTY AND (CONTINUED ON SCHEDULE O) false false 98916631 225726215 HIGHER EDUCATION: INSTRUCTION: SERVICES UNDERGRADUATE AND GRADUATE STUDENTS IN SAN ANTONIO AND SOUTH TEXAS AND RELATED ACADEMIC SUPPORT, RESEARCH AND PUBLIC SERVICE. 84548104 84548104 0 HIGHER EDUCATION: SCHOLARSHIPS AND FELLOWSHIPS: FINANCIAL AID FOR STUDENTS. 25828797 9594995 HIGHER EDUCATION: STUDENT SERVICES: ENROLLMENT SERVICES, REGISTRAR, ATHLETICS, HEALTH SERVICES AND COUNSELING. 13051962 15253917 HIGHER ED.: AUX. ENTERPRISES: DORM & FOOD SVCS. 13051962 15253917 222345494 true true false false false false true false true true true false false true true false true true true true false false false true false false false true true true false false false false false false false false false true true true false false false true true true false false true X 281 0 true 3033 true true true false false false false true true true 5 false false false true false X 25 23 false false true false true true true true true false false false true true true false true true true false X DR DARRELL L HAYDON 2108296004 4301 BROADWAY CPO 315 SAN ANTONIO TX 782096318 BILL SHOWN TRUSTEE/TREASURER 1.0 0 X X 0 0 0 DR THOMAS M EVANS TRUSTEE/PRES/CEO/EX OFFICIO 38.5 1.5 X X 1139801 0 78137 JACK LEWIS III TRUSTEE/CHAIRPERSON UNTIL 5/2023 2.0 0 X X 0 0 0 SR YOLANDA TARANGO TRUSTEE /SECRETARY/EX OFFICIO 1.0 0 X X 0 0 0 SUZANNE GOUDGE TRUSTEE/VICE CHAIRPERSON 1.5 0 X X 0 0 0 BOBBY ROSENTHAL TRUSTEE 1.0 0 X 0 0 0 DAVID ADELMAN TRUSTEE 1.0 0 X 0 0 0 DR CHRIS ALVARADO UIW ALUMNI ASSC PRES/EX OFFICIO 1.0 0 X 0 0 0 DR GLENN AMBROSE FACULTY SENATE/EX OFFICIO 40.0 0 X 97596 0 22125 DR IVY TAYLOR TRUSTEE 1.0 0 X 0 0 0 EDUARDO CABALLERO MD TRUSTEE 1.0 0 X 0 0 0 EDWARD C PRADO TRUSTEE 1.0 0 X 0 0 0 ERNIE SADAU TRUSTEE 1.0 0 X 0 0 0 GARY JOERIS TRUSTEE 1.0 0 X 0 0 0 HENRY BONILLA TRUSTEE 1.0 0 X 0 0 0 JENNIFER S GATES TRUSTEE 1.0 0 X 0 0 0 JOHN W FEIK JR TRUSTEE 1.0 0 X 0 0 0 JULIANNA SANDOVAL SGA PRESIDENT/EX OFFICIO (UNITL 5/2023) 1.0 0 X 0 0 0 KENNETH D WELLS MD TRUSTEE 1.0 0 X 0 0 0 KRISTI WYATT TRUSTEE 1.0 0 X 0 0 0 MARIO BARRERA TRUSTEE 1.0 0 X 0 0 0 PETER JOHN HOLT TRUSTEE 1.0 0 X 0 0 0 RICARDO HINOJOSA TRUSTEE 1.0 0 X 0 0 0 SR LETICIA DEJESUS RODRIGUEZ TRUSTEE 1.0 0 X 0 0 0 SR MARIA TERESA FLORES TRUSTEE 1.0 0 X 0 0 0 SR TERESA STANLEY TRUSTEE 1.0 0 X 0 0 0 SR THERESA MCGRATH TRUSTEEUNTIL (5/2023) 1.0 0 X 0 0 0 SUSAN PAPE TRUSTEEUNTIL (5/2023) 1.0 0 X 0 0 0 TODD B RASCO TRUSTEE 1.0 0 X 0 0 0 CYNTHIA S ESCAMILLA VP LEGAL AFF/GENERAL COUNSEL 40.0 0 X 352670 0 26228 DR BARBARA ARANDA-NARANJO PROVOST (Until 7/2022) 39.7 0.3 X 231241 0 16465 DR CAROLINE GOULET Interim Provost (From 7/2022) 39.5 0.5 X 268565 0 28870 DR DARRELL L HAYDON CFO & VP ADMIN SERVICES 37.5 2.5 X 375692 0 40923 JOHN M BURY CHIEF OF STAFF AND VP FOR STRATEGY AND ENROLLMENT 39.5 0.5 X 305671 0 33119 MARCOS FRAGOSO VP INTERNATIONAL AFFAIRS 28.9 11.1 X 284797 0 34831 RICHARD D KIMBROUGH II VP FOR EXTERNAL RELATIONS AND CHIEF DEVELOPMENT OFFICER 39.0 1.0 X 310929 0 36619 DR BLANDINE B HELFRICH ASSOC. DEAN OF FACULTY AFFAIRS/PROFESSOR 40.0 0 X 254832 0 20410 DR DAVID E GARZA ASSOCIATE DEAN OF CLINICAL AFFAIRS 40.0 0 X 258145 0 26430 DR JOHN T PHAM DEAN of School of Medicine (from 6/2022) 39.7 0.3 X 240857 0 22794 DR MICHAEL J MOHR ASSISTANT DEAN OF GRADUATE MEDICAL EDUCATION 20.0 20.0 X 249776 0 27987 GARY J KINNE HEAD FOOTBALL COACH 40.0 0 X 331191 0 34974 CHRISTOPHER M GALLEGOS VP Dev & Univ Relations 40.0 0 X 148479 0 18469 DR DAVID M JURENOVICH SENIOR PHILANTHROPIC ADVISOR 40.0 0 X 151767 0 92879 5002009 0 561260 270 true true false Sodexo Inc & Affiliates 4301 Broadway SAN ANTONIO TX 782096318 Food Service 5972499 Follett 4301 Broadway SAN ANTONIO TX 782096318 Bookstore 3794846 ARAMARK FACILITY SERVICES USAA Bldg C-S-W SAN ANTONIO TX 782880001 CUSTODIAL SERVICES 2834401 Joeris General Contractors Ltd 823 Arion Pkwy San Antonio TX 78216 Construction 2157616 EAB 2445 M ST NW WASHINGTON DC 200371435 Student Marketing 1570476 37 36565 341232 8676398 4004624 194547 13058819 TUITION AND FEES 611710 225726215 225726215 HOUSING 611710 8629888 8629888 FOOD SERVICE 611710 6681815 6681815 ATHLETICS REVENUE 611710 3759909 3759909 CLINIC REVENUE 611710 2664821 2664821 166380 166380 0 0 247629028 4808639 4808639 575473 575473 1007593 355508 652085 0 652085 -9940 662025 265249278 260245863 5003415 0 5003415 5003415 134170 341232 292718 -158548 -158548 CHARGES PENALTIES AND FEE 611710 922110 922110 Study Abroad 611710 571729 571729 Parking 611710 366496 366496 1143550 1085764 57786 0 3003885 274572796 250575127 47846 10891004 84548104 84548104 0 0 3429920 3429920 95299841 77768684 16729511 801646 5620543 4489470 1077693 53380 4706059 3640966 1008917 56176 7104137 5901247 1143684 59206 4506 4175 331 0 3159245 1440 3157805 0 562416 0 562416 0 12355830 4445027 7880053 30750 2773338 1008561 1764777 0 20348244 14908628 5348044 91572 8768353 3690960 5066510 10883 0 0 0 0 10652868 2440616 8212252 0 4811721 4210259 598937 2525 551885 434860 117013 12 5327907 3995930 1331977 8197212 6139694 2057518 1831413 202843 1628570 0 Books Participant 3949527 304744 3644783 0 bad debt expense 858808 62102 796706 0 room and board waiver 858352 858352 medical expenses 838905 3702 835203 4993872 3285130 1695437 13305 291553006 222345494 68088057 1119455 49394529 331969 54094449 39937661 5210174 3472347 33353852 16433900 0 0 0 0 2247533 1400642 247625 316461 1175121 369017 407654602 115428726 296036052 292225876 113243932 115994115 21270979 71771440 0 0 0 617673 468153 576891919 542721581 13746285 15113280 1799586 1027633 17089424 16369774 117916129 117174868 0 0 0 0 0 0 50043225 50111075 19648545 16087049 220243194 215883679 X 273748649 246884259 82900076 79953643 0 0 0 0 0 0 356648725 326837902 576891919 542721581 X -16980210 -12191858 -638755 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X true 174123705 1830008 -3484270 1378091 684096 189808 170217448 176163887 5372422 -5436674 1090867 535832 349231 174123705 148348388 203929 33475955 1033872 4500452 330061 176163887 143137804 6562176 6175594 3798528 3405986 322672 148348388 142511455 4621924 340306 753000 3280185 302696 143137804 0.634 0.2056 0.1604 true false 43684544 43684544 296505891 76854505 219651386 34203917 29649816 4554101 33260250 8924405 24335845 292225876 OTHER Private Equity 5575907 F Real Estate 4644783 F Tangible Assets 1362971 F Temporary Investments 49287779 F CD Investments 10000000 F UIW International, Inc. 900000 F 71771440 LEASES 14810851 DUE TO TIGMER 1467397 DEPOSITS AMOUNTS HELD ON BEHALF OF OTHERS 549882 DUE TO IWEF 62166 Due to SACHS -803247 16087049 X Schedule D, Part III, Line 1a Collections of art - financial statement footnote COLLECTIONS OF ART THE UNIVERSITY'S WORKS OF ART, HISTORICAL TREASURES, AND ARTIFACTS ARE PROTECTED AND PRESERVED FOR EDUCATION, RESEARCH, AND PUBLIC SERVICE. THEY ARE NEITHER DISPOSED OF FOR FINANCIAL GAIN NOR ENCUMBERED IN ANY MANNER. ACCORDINGLY, SUCH COLLECTIONS ARE NOT RECORDED FOR FINANCIAL STATEMENT PURPOSES. Schedule D, Part III, Line 4 Collections of art - description of collections FURTHERANCE OF EXEMPT PURPOSE ARTWORK, ANTIQUES, AND HISTORICAL TREASURES SUPPORT A LIBERAL ARTS EDUCATION AND PROMOTE LIFELONG LEARNING AND THE DEVELOPMENT OF THE WHOLE PERSON. Schedule D, Part V, Line 4 Intended uses of endowment funds THE PURPOSE OF THE ENDOWMENT FUNDS OF THE UNIVERSITY IS TO UTILIZE THEM FOR INSTRUCTION, SCHOLARSHIPS, AND OPERATING EXPENSES. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE UNIVERSITY OF THE INCARNATE WORD, INCARNATE WORD EDUCATION FOUNDATION, UIW INTERNATIONAL, TEXAS INSTITUTE FOR GRADUATE MEDICAL EDUCATION AND RESEARCH, AND ST. ANTHONY CATHOLIC HIGH SCHOOL ARE DOMESTIC CORPORATIONS THAT ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) AS ORGANIZATIONS DESCRIBED IN SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE (THE CODE). THESE ENTITIES ARE NOT PRIVATE FOUNDATIONS. THIS EXEMPTION DOES NOT APPLY TO UNRELATED BUSINESS INCOME (UBI), AS DEFINED BY SECTION 512(A)(1) OF THE CODE, WHICH IS SUBJECT TO FEDERAL INCOME TAX. THE UNIVERSITY HAD NO MATERIAL TAX LIABILITY RESULTING FROM SUCH UBI IN 2023 OR 2022. UNIVERSIDAD LICEO CERVANTINO IS A MEXICAN NONPROFIT CORPORATION ACQUIRED BY UIW INTERNATIONAL ON JUNE 4, 2015. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE UNCERTAIN TAX POSITIONS TAKEN BY THE UNIVERSITY. THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION ARE RECOGNIZED WHEN THE POSITION IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, TO BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS) OR TREASURY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE UNIVERSITY AND HAS CONCLUDED THAT AS OF MAY 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN. THE UNIVERSITY HAS RECOGNIZED NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. THE UNIVERSITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. 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 RACIALLY NONDISCRIMINATORY POLICY THE UNIVERSITY OF THE INCARNATE WORD HAS PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY TOWARD STUDENTS VIA PROMOTIONAL ACTIVITIES ON TV, MAGAZINES AND NEWSPAPERS. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT ASSISTANCE GOVERNMENTAL AGENCY THE UNIVERSITY RECEIVES FEDERAL AND STATE GRANT FUNDS FOR FINANCIAL ASSISTANCE FOR STUDENTS AND OTHER EDUCATIONAL PURPOSES. North America (Canada & Mexico only) 0 1 Program Services International Initiatives 680905 East Asia and the Pacific 0 0 Program Services International Initiatives 3556 Europe (Including Iceland and Greenland) 0 0 Program Services Study Abroad 173235 North America (Canada & Mexico only) 0 0 Program Services Study Abroad 63815 North America (Canada & Mexico only) 0 0 Program Services Subscription 126050 Europe (Including Iceland and Greenland) 0 0 Program Services Subscription 19475 Sub-Saharan Africa 0 0 Program Services Subscription 6080 North America (Canada & Mexico only) 0 0 Program Services Mission Trip 51866 Central America and the Caribbean 0 0 Program Services Mission Trip 31629 South America 0 0 Program Services Student Recruitment 13220 East Asia and the Pacific 0 0 Program Services Student Recruitment 8391 Europe (Including Iceland and Greenland) 0 0 Program Services Student Recruitment 5897 North America (Canada & Mexico only) 0 0 Program Services Student Recruitment 5176 South Asia 0 0 Program Services STUDENT RECRUITMENT 3684 Central America and the Caribbean 0 0 Program Services STUDENT RECRUITMENT 243 Middle East and North Africa 0 1 Program Services Online Teaching 31539 East Asia and the Pacific 0 1 Program Services Online Teaching 3000 North America (Canada & Mexico only) 0 1 Program Services Online Teaching 150 Europe (Including Iceland and Greenland) 0 0 Program Services sister school development 20059 North America (Canada & Mexico only) 0 0 Program Services sister school development 6567 Europe (Including Iceland and Greenland) 0 0 Program Services equipment/supplies 20528 North America (Canada & Mexico only) 0 0 Program Services equipment/supplies 4034 East Asia and the Pacific 0 0 Program Services equipment/supplies 1806 Europe (Including Iceland and Greenland) 0 0 Program Services Conference 11816 North America (Canada & Mexico only) 0 0 Program Services Conference 5526 East Asia and the Pacific 0 0 Program Services Conference 4917 East Asia and the Pacific 0 0 Program Services Athletics 6562 Europe (Including Iceland and Greenland) 0 0 Program Services Athletics 6463 North America (Canada & Mexico only) 0 0 Program Services Athletics 6331 Sub-Saharan Africa 0 0 Program Services Athletics 2355 Europe (Including Iceland and Greenland) 0 0 Program Services CE Abroad 15308 Europe (Including Iceland and Greenland) 0 0 Program Services Conference Presentations 5290 North America (Canada & Mexico only) 0 0 Program Services Conference Presentation 3791 East Asia and the Pacific 0 0 Program Services Conference Presentation 1503 Europe (Including Iceland and Greenland) 0 0 Program Services Publishing/Article Fee 4803 South Asia 0 0 Program Services Publishing/Article Processing Fee 2519 North America (Canada & Mexico only) 0 0 Program Services Memberships 1400 North America (Canada & Mexico only) 0 0 Program Services Translation Services 1007 0 2 0 2 0 4 1224761 135735 1360496 false false false false false true Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual SWING IN 438772 304602 134170 7450 24349 40279 5577 200609 Baseball Fundraiser 27100 27100 0 7839 3226 1 9530 9530 0 120 2544 725 475402 341232 134170 7450 32308 46049 5577 201334 292718 -158548 true FACULTY/STAFF DEPENDENT WAIVERS 274 4085386 SCHOLARSHIPS, GRANTS, AND DISCOUNTS 6360 80462718 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE UNIVERSITY OF THE INCARNATE WORD DETERMINES WHETHER AN INDIVIDUAL QUALIFIES FOR SCHOLARSHIPS OR GRANTS BY AN APPLICATION PROCESS THAT DOES NOT DISCRIMINATE. X X X true true X X X false false false false false false false false false DR THOMAS M EVANS TRUSTEE/PRES/CEO/EX OFFICIO 811850 0 100000 0 227951 0 21350 0 56787 0 1217938 0 0 0 CHRISTOPHER M GALLEGOS VP Dev & Univ Relations 134780 0 284 0 13415 0 10752 0 7717 0 166948 0 0 0 DR DAVID M JURENOVICH SENIOR PHILANTHROPIC ADVISOR 120102 0 284 0 31381 0 11595 0 81284 0 244646 0 0 0 DR BARBARA ARANDA-NARANJO PROVOST (Until 7/2022) 212145 0 10000 0 9096 0 15325 0 1140 0 247706 0 0 0 JOHN M BURY CHIEF OF STAFF AND VP FOR STRATEGY AND ENROLLMENT 284769 0 10000 0 10902 0 21350 0 11769 0 338790 0 0 0 CYNTHIA S ESCAMILLA VP LEGAL AFF/GENERAL COUNSEL 284238 0 10000 0 58432 0 21350 0 4878 0 378898 0 0 0 MARCOS FRAGOSO VP INTERNATIONAL AFFAIRS 238091 0 10000 0 36706 0 20007 0 14824 0 319628 0 0 0 DR CAROLINE GOULET Interim Provost (From 7/2022) 231672 0 0 0 36893 0 19224 0 9646 0 297435 0 0 0 DR DARRELL L HAYDON CFO & VP ADMIN SERVICES 317442 0 10000 0 48250 0 21350 0 19573 0 416615 0 0 0 RICHARD D KIMBROUGH II VP FOR EXTERNAL RELATIONS AND CHIEF DEVELOPMENT OFFICER 280356 0 10000 0 20573 0 21350 0 15269 0 347548 0 0 0 DR DAVID E GARZA ASSOCIATE DEAN OF CLINICAL AFFAIRS 242197 0 0 0 15948 0 18387 0 8043 0 284575 0 0 0 DR BLANDINE B HELFRICH ASSOC. DEAN OF FACULTY AFFAIRS/PROFESSOR 229591 0 0 0 25241 0 17775 0 2635 0 275242 0 0 0 GARY J KINNE HEAD FOOTBALL COACH 300838 0 261 0 30092 0 21350 0 13624 0 366165 0 0 0 DR MICHAEL J MOHR ASSISTANT DEAN OF GRADUATE MEDICAL EDUCATION 230435 0 284 0 19057 0 17908 0 10079 0 277763 0 0 0 DR JOHN T PHAM DEAN of School of Medicine (from 6/2022) 211560 0 0 0 29297 0 14525 0 8269 0 263651 0 0 0 Schedule J, Part I, Line 1a Travel for companions TRAVEL FOR COMPANIONS WAS PROVIDED FOR DR. THOMAS M. EVANS, PRESIDENT. THIS BENEFIT WAS INCLUDED AS TAXABLE COMPENSATION ON HIS FORM W-2. Schedule J, Part I, Line 1a Housing allowance or residence for personal use A MONTHLY HOUSING ALLOWANCE TOTALING $75,000 PER YEAR IS PROVIDED TO DR. THOMAS M. EVANS, PRESIDENT. THIS BENEFIT WAS INCLUDED AS TAXABLE COMPENSATION ON HIS FORM W-2. Schedule J, Part I, Line 1a Health or social club dues or initiation fees DUES OF $7,462 WERE PAID TO PRIVATE DINING CLUBS DURING 2023 FOR THE PRESIDENT OF THE UNIVERSITY TO CONDUCT BUSINESS. THIS BENEFIT WAS INCLUDED AS TAXABLE COMPENSATION ON HIS FORM W-2. Schedule J, Part II Key Employees SISTER WALTER MAHER, VP FOR MISSION & MINISTRY IS NOT LISTED AS A KEY EMPLOYEE ON PART VII OR SCHEDULE J PART II SINCE THERE ARE NO TAXABLE WAGES REPORTED ON FORM W-2 FOR HER. SISTER MAHER'S COMPENSATION IS PAID DIRECTLY TO THE RELIGIOUS CONGREGATION AND NOT TO HER INDIVIDUALLY SINCE SHE TOOK A VOW OF POVERTY. HOWEVER, FOR INFORMATIONAL PURPOSES, COMPENSATION PAID FROM THE ORGANIZATION ON BEHALF OF SISTER MAHER WAS $172,908 AND SHE RECEIVED NON-TAXABLE INSURANCE BENEFITS OF $4,923. A CITY OF SAN ANTONIO TEXAS EDUCATION FACILITIES CORPORATION 521351505 796247DL5 2021-08-02 119483198 SEE PART VI false false false A 0 0 120201124 735594 765550 118699980 true true false true A false false false false 0.0 false false true A false false false true true false false false true A true Schedule K, Part III, Line 9 POST ISSUANCE WRITTEN PROCEDURES THE UNIVERSITY'S FINANCE DEPARTMENT CLOSELY MONITORS AND CONTROLS SALE AGREEMENTS, LEASES, AND OTHER CONTRACTS THAT MAY ARISE IN PRIVATE BUSINESS USE OF FACILITIES AND PROPERTY FINANCED WITH TAX-EXEMPT BONDS, AS WELL AS CAREFULLY SELECTING FUNDING SOURCES FOR CONSTRUCTION AND PURCHASE OF FACILITIES TAKING INTO CONSIDERATION THEIR FUTURE USE FOR ACTIVITIES THAT COULD POTENTIALLY RESULT IN PRIVATE BUSINESS USE. THE UNIVERSITY HAS IDENTIFIED APPROPRIATE PROCEDURES TO ENSURE THAT ITS BONDS REMAIN IN COMPLIANCE WITH FEDERAL TAX LAW. Schedule K, Part IV, Line 2c NO REBATE DUE THE REBATE COMPUTATION WAS PERFORMED ON MAY 31, 2023. NO REBATE WAS DUE. Schedule K, Part I, Column (f) Line A THE SERIES 2021 BONDS WERE ISSUED FOR THE PURPOSE OF FINANCING the renovation of a multi-story office building acquired by the University in 2019 and construct improvements and acquire fixtures and equipment to convert the building for academic and administrative functions of the University (to be known as "Founders Hall"), thereafter to renovate space in the University's existing Administration Building and other existing buildings on the University's main campus as certain existing groups and functions move to Founders Hall, and to refinance certain educational facilities and housing facilities. Schedule K, Part II Proceeds For the Series 2021 Bonds, $28,640,000 and $40,104,631 were used to prepay the 2016 and 2019 loans respectively. In addition, cumulative investment earnings of $707,738 and approximately $2,974 of excess proceeds account for the remaining difference. Schedule K, Part I, Column (c) Line A THERE ARE TWO CUSIP #S ASSOCIATED WITH THE SERIES 2021 BONDS -796247 DL5 & 796247 DV3. Schedule K, Part IV, Line 2c COLUMN A Issuer name: CITY OF SAN ANTONIO, TEXAS EDUCATION FACILITIES CORPORATION The calculation for computing no rebate due was performed on 05/31/2023 JOERIS GARY TRUSTEE 2157616 GENERAL CONTRACTOR false X 2 1125 Market value X 12685 Market value X 5 72160 Market value X 4 2300 Market value X 96 5994 Market value X GIFT CERTIFICATES 152 43282 Market value X GIFT CERTIFICATES SPORTS/ENTERTAINMENT 102 26623 Market value X HOTEL STAYS 20 19394 Market value X FIREWORKS DISPLAY 1 8400 Market value X FLOORING 1 2584 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - NUMBER OF CONTRIBUTIONS Food inventory - NUMBER OF ITEMS RECEIVED Art - Works of art - NUMBER OF CONTRIBUTIONS Collectibles - NUMBER OF CONTRIBUTIONS Clothing and household goods - NUMBER OF CONTRIBUTIONS Other - GIFT CERTIFICATES - NUMBER OF CONTRIBUTIONS Other - GIFT CERTIFICATES SPORTS/ENTERTAINMENT - NUMBER OF CONTRIBUTIONS Other - HOTEL STAYS - NUMBER OF CONTRIBUTIONS Other - FIREWORKS DISPLAY - NUMBER OF CONTRIBUTIONS Other - FLOORING - NUMBER OF CONTRIBUTIONS Form 990, Part III, Line 4d Description of other program services (Expenses $ 13,051,962 including grants of $)(Revenue $ 15,253,917) HIGHER ED.: AUX. ENTERPRISES: DORM & FOOD SVCS. Form 990, Part V, Line 2a Form W-3, Transmittal of Wage and Tax Statements ALL EMPLOYEES OF ST. ANTHONY CATHOLIC HIGH SCHOOL (EIN #20-0234338), RELATED ORGANIZATION, ARE PAID BY THE UNIVERSITY OF THE INCARNATE WORD. THE UNIVERSITY ISSUES ALL FORM W-2'S UNDER ITS TAXPAYER IDENTIFICATION NUMBER. SALARIES ARE ALLOCATED BACK TO THE HIGH SCHOOL FOR EMPLOYEES WHO ARE ASSIGNED THERE. Form 990, Part VI, Line 4 Significant changes to organizational documents UNIVERSITY OF THE INCARNATE WORD'S BOARD OF TRUSTEES AMENDED ITS BYLAWS IN FISCAL YEAR 2023. THESE AMENDMENTS INCLUDED THE FOLLOWING SIGNIFICANT CHANGE RELATED TO COMPOSITION OF THE BOARD: ARTICLE 4.1 - The number of required ex-officio voting members of the board was specifically changed from 5 to 4 - removing the previous ex-officio voting member position which was to be held by one Sister of the Corporate Member - being either the General Superior of the Corporate Member or the General Council of the Corporate Member. Form 990, Part VI, Line 6 Classes of members or stockholders THE SOLE MEMBER OF THE CORPORATION IS AND SHALL BE THE CONGREGATION OF THE SISTERS OF CHARITY OF THE INCARNATE WORD OF SAN ANTONIO, TEXAS. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body FINAL CONFIRMATION OF THE APPOINTMENT OF TRUSTEES COMPRISING THE BOARD SHALL BE APPROVED BY THE CORPORATE MEMBER. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders 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, MORTGAGE OR PLEDGE 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. THE APPOINTMENT OR REMOVAL FROM OFFICE OF THE PRESIDENT OF THE UNIVERSITY AFTER THE FORMAL RECOMMENDATION FROM THE BOARD OF TRUSTEES; F. ANY CHANGE OF DIRECTION FROM THE MISSION AND PHILOSOPHY OF THE UNIVERSITY AS ESTABLISHED BY THE BOARD OF TRUSTEES; G. THE FINAL CONFIRMATION AND APPOINTMENT OF ANY TRUSTEES COMPRISING THE BOARD, THE FINAL CONFIRMATION OF THE REMOVAL OF TRUSTEES, AND THE FINAL CONFIRMATION OF ANY CHANGE IN THE NUMBER OF TRUSTEES COMPRISING THE BOARD; H.THE APPOINTMENT OR REMOVAL OF THE CHAIRPERSON OF THE BOARD; AND I. THE CREATION OF ANY SUBSIDIARY CORPORATIONS. Form 990, Part VI, Line 11b Review of form 990 by governing body THE ASSOCIATE VICE PRESIDENT FOR BUSINESS & FINANCE AND COMPTROLLER PERFORMS A DETAILED REVIEW OF THE DRAFT OF THE FORM 990 INCLUDING SUPPORTING DOCUMENTATION. THE FINAL FORM 990 IS DISTRIBUTED ELECTRONICALLY TO THE PRESIDENT, Chief Financial Officer/Vice President for Administrative Services, AND BOARD OF TRUSTEES WITH THE OPPORTUNITY FOR THEM TO ASK QUESTIONS AND PROVIDE FEEDBACK. Form 990, Part VI, Line 12c Conflict of interest policy TRUSTEES OF THE UNIVERSITY ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. IT IS THE CONTINUING RESPONSIBILITY OF THE BOARD MEMBERS, EXECUTIVES, AND OFFICERS TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES TO THE BOARD OF TRUSTEES. THE INTERESTED PERSON SHALL LEAVE THE BOARD MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD MEMBERS OR COMMITTEE SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AFFECTED BOARD MEMBERS ABSTAIN FROM VOTING WHEN THERE IS A CONFLICT OF INTEREST. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ESTABLISHES COMPENSATION FOR THE PRESIDENT AND OTHER EXECUTIVES BASED ON AN ANNUAL REVIEW. THE COMMITTEE REVIEWS THE DATA FROM THE ANNUAL COMPENSATION STUDY CONDUCTED BY THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES (CUPA) FOR PRIVATE UNIVERSITIES IN OUR BUDGET RANGE WHEN DETERMINING EXECUTIVE COMPENSATION INCREASES. THE COMMITTEE ALSO PERIODICALLY REVIEWS CEO SALARIES AT OTHER PRIVATE UNIVERSITIES IN TEXAS. FURTHERMORE, THE COMMITTEE CONSIDERS TENURE, PERFORMANCE, AND OVERALL EXPERIENCE TO ENSURE THAT COMPENSATION PACKAGES REMAIN AT A COMPETITIVE LEVEL. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ESTABLISHES COMPENSATION FOR THE PRESIDENT AND OTHER EXECUTIVES BASED ON AN ANNUAL REVIEW. THE COMMITTEE REVIEWS THE DATA FROM THE ANNUAL COMPENSATION STUDY CONDUCTED BY THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES (CUPA) FOR PRIVATE UNIVERSITIES IN OUR BUDGET RANGE WHEN DETERMINING EXECUTIVE COMPENSATION INCREASES. THE COMMITTEE ALSO PERIODICALLY REVIEWS CEO SALARIES AT OTHER PRIVATE UNIVERSITIES IN TEXAS. FURTHERMORE, THE COMMITTEE CONSIDERS TENURE, PERFORMANCE, AND OVERALL EXPERIENCE TO ENSURE THAT COMPENSATION PACKAGES REMAIN AT A COMPETITIVE LEVEL. Form 990, Part VI, Line 19 Required documents available to the public DOCUMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. Form 990, Part VIII, Line 2f Other Program Service Revenue - Total Revenue: 166380, Related or Exempt Function Revenue: 166380, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part VIII, Line 11d Other Miscellaneous Revenue - Total Revenue: 1143550, Related or Exempt Function Revenue: 1085764, Unrelated Business Revenue: 57786, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances TRANSFER TO ST. ANTHONY CATHOLIC HIGH SCHOOL - -370485; TRANSFER TO TEXAS INSTITUTE FOR GRADUATE MEDICAL EDUCATION & RESEARCH - -268270; Schedule B, General Rule Explanation FORM 990, SCHEDULE B THE UNIVERSITY HAS INCLUDED THE GROSS AMOUNT OF PLEDGES (UNCONDITIONAL PROMISES TO GIVE) RECEIVED DURING THE FISCAL YEAR ON SCHEDULE B IN ORDER TO REPORT ON THE FULL ACCRUAL BASIS. PLEDGES INCLUDED IN CONTRIBUTIONS ON PART VIII ARE REPORTED NET OF A GENERAL ALLOWANCE FOR UNCOLLECTIBLE PLEDGES (BASED ON HISTORICAL COLLECTIONS) AND A PRESENT VALUE DISCOUNT USING A 2% DISCOUNT RATE. IT IS NOT ADMINISTRATIVELY FEASIBLE TO CALCULATE THE ALLOWANCE FOR UNCOLLECTIBLE PLEDGES AND THE PRESENT VALUE DISCOUNT FOR INDIVIDUAL PLEDGES SINCE THEY ARE CALCULATED AT A SUMMARY LEVEL FOR FINANCIAL STATEMENT PURPOSES. THE TOTAL ALLOWANCE FOR UNCOLLECTIBLE PLEDGES AND PRESENT VALUE DISCOUNT FOR OUTSTANDING PLEDGES AT MAY 31, 2023 WAS $410,197 AND $30,899, RESPECTIVELY. FORM 990, PART III, LINE 1 ORGANIZATION'S MISSION STUDENTS SUPPORT EACH OTHER IN THE SEARCH FOR AND COMMUNICATION OF TRUTH, THOUGHTFUL INNOVATION, CARE OF THE ENVIRONMENT, COMMUNITY SERVICE, AND SOCIAL JUSTICE. 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. FORM 990, PART VI, LINE 11A COPY OF FORM 990 TO GOVERNING BODY The detailed review of the Form 990 is conducted by UIW management following the preparation and review of the return by the organization's paid preparer. An electronic copy of the Form 990, as open for public inspection, is emailed to each board member prior to filing with the IRS. ST ANTHONY CATHOLIC HIGH SCHOOL 3200 MCCULLOUGH AVE SAN ANTONIO TX 78212 200234338 SECONDARY ED. TX 501(c)(3) 2 UIW true INCARNATE WORD EDUCATION FOUNDATION 4301 BROADWAY CPO 315 SAN ANTONIO TX 78209 271891305 SUPPORT ORG. TX 501(c)(3) Type I UIW true UIW INTERNATIONAL INC 4301 BROADWAY CPO 315 SAN ANTONIO TX 78209 743012580 SUPPORT ORG. TX 501(c)(3) Type I UIW true UNIVERSIDAD LICEO CERVANTINO EDUCATION MX 501(c)(3) 2 UIW INT'L false TEXAS INSTITUTE FOR GRADUATE MEDICAL 4301 BROADWAY CPO 315 SAN ANTONIO TX 78209 811424767 SUPPORT ORG. TX 501(c)(3) 7 UIW true false false false true true false false false false false true false false true true false false true false UIW International Inc D 12061091 Cash UNIVERSIDAD LICEO CERVANTINO D 170000 Cash ST ANTHONY CATHOLIC HIGH SCHOOL K 135000 cash St Anthony Catholic High School R 370485 CASH TEXAS INSTITUTE FOR GRADUATE MEDICAL EDUCATION AND RESEARCH R 268270 CASH Schedule R, Part VII UIW INTERNATIONAL, INC. UIW INTERNATIONAL INC. (UIW INT'L), A TEXAS NONPROFIT CORPORATION AND RELATED ORGANIZATION, ACQUIRED UNIVERSIDAD LICEO CERVANTINO (ULC), A MEXICAN NONPROFIT CORPORATION THAT OPERATES MIDDLE SCHOOL, HIGH SCHOOL AND UNIVERSITY CAMPUSES IN IRAPUATO, MEXICO ON JUNE 4, 2015. UIW INT'L IS A 99% MEMBER OF ULC. UIW INT'L ENTERED INTO THIS AGREEMENT TO FURTHER THE UNIVERSITY OF THE INCARNATE WORD'S MISSION OF PROVIDING A FAITH-BASED EDUCATION.