2025-04-11T14:10:54+00:00 2024-05-31 346565596 ERNST & YOUNG US LLP 425 HOUSTON ST FORT WORTH TX 76102 990 2023-06-01 741109661 University of the Incarnate Word UNIV 2108296037 4301 BROADWAY CPO 315 SAN ANTONIO TX 782096318 EVANS DR THOMAS M TRUSTEE/PRES/CEO/EX OFFICIO 2108296037 2025-04-11 true Melva Scott P01207335 8173351900 2025-04-09 2023 2025-03-06 01:10:19Z EVANS DR THOMAS M 4301 BROADWAY CPO 315 SAN ANTONIO TX 782096318 339262659 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 22 3045 1566 125540 10562281 13058819 23120779 247629028 253139282 10387527 2435408 3497422 3597974 274572796 282293443 84548104 88699595 0 0 116160500 116945705 0 913206 90844402 80184859 291553006 285830159 -16980210 -3536716 542721581 562349197 215883679 203847683 326837902 358501514 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. 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ENTERPRISES: DORM & FOOD SVCS. 12430584 16776840 224690010 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 328 0 true 3045 true true true false false false false true true true 6 false false false true false X 25 22 false false false false true true true true true false false false true true true false true true true false X DOUGLAS B ENDSLEY 2108296004 4301 BROADWAY CPO 315 SAN ANTONIO TX 782096318 BILL SHOWN TRUSTEE/TREASURER 1.5 0 X X 0 0 0 DR GLENN AMBROSE FACULTY SENATE/EX OFFICIO 40.0 0 X X 93839 0 38400 DR THOMAS M EVANS TRUSTEE/PRES/CEO/EX OFFICIO 38.5 1.5 X X 1107208 0 40323 HESSEL B RESENDIZ SGA PRESIDENT/EX OFFICIO (UNTIL 5/2024) 1.0 0 X X 2414 0 0 JOHN W FEIK JR TRUSTEE/VICE CHAIRPERSON 1.5 0 X X 0 0 0 SR YOLANDA TARANGO TRUSTEE/SECRETARY/EX OFFICIO 1.5 0 X X 0 0 0 SUZANNE GOUDGE TRUSTEE/CHAIRPERSON (UNTIL 5/2024) 2.0 0 X X 0 0 0 BOBBY ROSENTHAL TRUSTEE 1.0 0 X 0 0 0 CHRISTIE E CODY TRUSTEE 1.0 0 X 0 0 0 CYNTHIA J WARNER 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 (UNTIL 5/2024) 1.0 0 X 0 0 0 Dr Ivy Taylor TRUSTEE (Until 1/2024) 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 (UNTIL 5/2024) 1.0 0 X 0 0 0 JENNIFER S GATES TRUSTEE 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 (UNTIL 5/2024) 1.0 0 X 0 0 0 MARK S WITTIG TRUSTEE 1.0 0 X 0 0 0 MARY C HENRY SR 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 SCOTT J BECKENDORF 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 (UNTIL 5/2024) 1.0 0 X 0 0 0 SUSAN AMATURO MD TRUSTEE 1.0 0 X 0 0 0 TODD B RASCO TRUSTEE 1.0 0 X 0 0 0 CYNTHIA S ESCAMILLA VP Legal Affairs/General Counsel (until 5/2024) 40.0 0 X 366226 0 50641 DR DARRELL L HAYDON CFO & VP ADMIN SERVICES (until 8/2024) 37.5 2.5 X 403288 0 60159 FARRELL J WEBB PROVOST UNTIL 11/2023 39.5 0.5 X 165633 0 312 JOHN M BURY CHIEF OF STAFF AND VP FOR STRATEGY AND ENROLLMENT 39.5 0.5 X 321231 0 35534 MARCOS FRAGOSO VP INTERNATIONAL AFFAIRS 26.9 13.1 X 298541 0 53301 NEIL J SCHROEDER VP OF INFORMATION RESOURCES (UNTIL 8/2/24) 40.0 0 X 227712 0 22302 RICHARD D KIMBROUGH II VP FOR EXTERNAL RELATIONS AND CHIEF DEVELOPMENT OFFICER 39.0 1.0 X 329825 0 39193 DR CAROLINE GOULET ASSOC PROVOST HEALTH PROFESSIONS (From 6/23 until 5/24) 39.5 0.5 X 274537 0 29281 DR CARSON J CUNNINGHAM MEN'S BASKETBALL HEAD COACH 40.0 0 X 546219 0 8044 DR DAVID E GARZA Associate Dean of Clinical Affairs 40.0 0 X 259914 0 26699 DR JOHN T PHAM DEAN of School of Medicine 39.0 1.0 X 403546 0 43728 DR MICHAEL J MOHR ASSISTANT DEAN OF GRADUATE MEDICAL EDUCATION 20.0 20.0 X 265414 0 29571 CHRISTOPHER M GALLEGOS VP Dev & Univ Relations 40.0 0 X 122088 0 16848 DR DAVID M JURENOVICH SENIOR PHILANTHROPIC ADVISOR 40.0 0 X 101203 0 90309 5288838 0 584645 282 true true false Joeris General Contractors Ltd 823 Arion Pkwy SAN ANTONIO TX 78216 Construction 16927714 Sodexo Inc & Affiliates 4301 Broadway St SAN ANTONIO TX 782096318 Food Services 7347892 FHEG-UIW Bookstore 4301 Broadway St SAN ANTONIO TX 782096318 Bookstore 5545508 ARAMARK Facility Services Usaa Bldg C-S-W San Antonio TX 782880001 Custodial Services 2976312 Lake Flato Architects Inc 331 3rd Street San Antonio TX 782051907 Architectural Services 1610230 38 51068 393523 9777034 12899154 233907 23120779 TUITION AND FEES 611710 230567876 230567876 HOUSING 611710 9424280 9424280 FOOD SERVICE 611710 7352560 7352560 ATHLETICS REVENUE 611710 3310334 3310334 CLINIC REVENUE 611710 2315309 2315309 168923 168923 0 0 253139282 7250934 7250934 512741 512741 1064903 375195 689708 0 689708 60564 629144 51095091 56423358 -5328267 0 -5328267 -5328267 126009 393523 170663 -44654 -44654 CHARGES PENALTIES AND FEE 611710 929407 929407 PARKING 611710 458130 458130 STUDY ABROAD 611710 360688 360688 1204695 1139719 64976 0 2952920 282293443 256027226 125540 3019898 88699595 88699595 0 0 3493878 3493878 95974486 78432594 16806050 735842 5712366 4540907 1114685 56774 4471587 3636987 783315 51285 7293388 5916560 1322525 54303 342 342 502397 188 502209 648101 648101 11137332 4378570 6746880 11882 2001649 705563 1292863 3223 17636374 13450755 4103191 82428 6996282 3367490 3624877 3915 10551407 2333621 8217786 4292036 3660620 628582 2834 301356 354851 89478 -142973 3844932 2883699 961233 8239186 6167301 2071885 1901191 178711 1722480 BOOKS PARTICIPANT 4061168 435665 3625503 BAD DEBT EXPENSES 2038254 287381 1750873 ROOM & BOARD WAIVER 927803 927803 STUDENT ACTIVITIES 618635 616806 1829 4486414 3714343 718378 53693 285830159 224690010 60226943 913206 331969 0 39937661 51589947 3472347 11230025 16433900 20682748 0 0 0 0 1400642 1193448 316461 320653 369017 1179120 429212328 123667912 292225876 305544416 115994115 136936972 71771440 31358204 0 0 0 468153 2313664 542721581 562349197 15113280 16845174 1027633 1005377 16369774 11088542 117174868 116433606 0 0 0 0 0 0 50111075 44145000 16087049 14329984 215883679 203847683 X 246884259 255824414 79953643 102677100 0 0 0 0 0 0 326837902 358501514 542721581 562349197 X -3536716 31011065 0 0 0 4189263 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X true 170217448 1170732 28897713 1157845 9371468 1044356 188712224 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 0.6055 0.1983 0.1962 true false 42482517 42482517 296525124 83193760 213331364 34864584 30803102 4061482 55340103 9671050 45669053 305544416 OTHER Private Equity 7399510 F Real Estate 7079872 F Tangible Assets 1170970 F Temporary Investments 14807852 F UIW International, Inc. 900000 F CD Investments 31358204 LEASES 13962106 DUE TO TIGMER -435504 DEPOSITS AMOUNTS HELD ON BEHALF OF OTHERS 499027 DUE TO IWEF 304355 14329984 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 2024 OR 2023. 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, 2024, 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 The University publicizes its non-discrimination policy on its website and through routinely distributed materials including the Employee Handbook, Student Handbook, and program handbooks, which are also publicly available through the University's website, and through required employee training, onboarding, student and employee orientations, and through its admissions postings, practices, and policies. The University ensures the materials and policies are routinely distributed, easily accessible, and the policies are known by all parts of the community it serves in accordance with IRS guidelines. 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. Central America and the Caribbean 0 0 Program Services International Initiatives 3056 Europe (Including Iceland and Greenland) 0 0 Program Services International Initiatives 9451 North America (Canada & Mexico only) 0 1 Program Services International Initiatives 665527 South America 0 0 Program Services International Initiatives 5361 Sub-Saharan Africa 0 0 Program Services International Initiatives 2070 Central America and the Caribbean 0 0 Program Services Study Abroad 100 East Asia and the Pacific 0 0 Program Services Study Abroad 15570 Europe (Including Iceland and Greenland) 0 0 Program Services Study Abroad 306468 North America (Canada & Mexico only) 0 0 Program Services Study Abroad 2605 Central America and the Caribbean 0 0 Program Services Mission Trip 33489 East Asia and the Pacific 0 0 Program Services Mission Trip 34179 North America (Canada & Mexico only) 0 0 Program Services Mission Trip 81115 Europe (Including Iceland and Greenland) 0 0 Program Services Subscription 46563 North America (Canada & Mexico only) 0 0 Program Services Subscription 7825 Sub-Saharan Africa 0 0 Program Services Subscription 6000 Central America and the Caribbean 0 0 Program Services Conference 4090 East Asia and the Pacific 0 0 Program Services Conference 2390 Europe (Including Iceland and Greenland) 0 0 Program Services Conference 16399 North America (Canada & Mexico only) 0 0 Program Services Conference 12284 South America 0 0 Program Services Conference 5368 South Asia 0 0 Program Services Conference 413 East Asia and the Pacific 0 0 Program Services Equipment/Supplies 1342 Europe (Including Iceland and Greenland) 0 0 Program Services Equipment/Supplies 21462 North America (Canada & Mexico only) 0 0 Program Services Equipment/Supplies 9050 North America (Canada & Mexico only) 0 0 Program Services Sister School Development 30924 Central America and the Caribbean 0 0 Program Services Student Recruitment 1062 East Asia and the Pacific 0 0 Program Services Student Recruitment 13492 North America (Canada & Mexico only) 0 0 Program Services Student Recruitment 6970 South America 0 0 Program Services Student Recruitment 2723 Europe (Including Iceland and Greenland) 0 0 Program Services Publishing/Article Processing Fee 10461 East Asia and the Pacific 0 0 Program Services Conference Presentations 1557 Europe (Including Iceland and Greenland) 0 0 Program Services Conference Presentations 7878 East Asia and the Pacific 0 0 Program Services Athletics 1280 Europe (Including Iceland and Greenland) 0 0 Program Services Athletics 6228 North America (Canada & Mexico only) 0 0 Program Services Athletics 99 East Asia and the Pacific 0 0 Program Services Memberships 930 Europe (Including Iceland and Greenland) 0 0 Program Services Memberships 394 North America (Canada & Mexico only) 0 0 Program Services Memberships 3160 North America (Canada & Mexico only) 0 0 Program Services Global Online 1408 South America 0 0 Program Services Global Online 2570 North America (Canada & Mexico only) 0 1 Program Services Online Teaching 2568 0 1 0 1 0 2 1223469 162412 1385881 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; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual SWING IN 474537 348528 126009 5020 25750 40224 5500 55457 BASEBALL FUNDRAISER 32845 32845 0 390 8934 3229 968 1 12150 12150 0 15231 9960 519532 393523 126009 5410 34684 58684 5500 66385 170663 -44654 true FACULTY/STAFF DEPENDENT WAIVERS 277 4461127 SCHOLARSHIPS, GRANTS, AND DISCOUNTS 6276 84238468 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 761398 0 100000 0 245810 0 23100 0 17223 0 1147531 0 0 0 CHRISTOPHER M GALLEGOS VP Dev & Univ Relations 116703 0 0 0 5385 0 8998 0 7850 0 138936 0 0 0 DR DAVID M JURENOVICH SENIOR PHILANTHROPIC ADVISOR 72499 0 0 0 28704 0 7907 0 82402 0 191512 0 0 0 JOHN M BURY CHIEF OF STAFF AND VP FOR STRATEGY AND ENROLLMENT 296149 0 10000 0 15082 0 22517 0 13017 0 356765 0 0 0 CYNTHIA S ESCAMILLA VP Legal Affairs/General Counsel (until 5/2024) 294794 0 10000 0 61432 0 45600 0 5041 0 416867 0 0 0 MARCOS FRAGOSO VP INTERNATIONAL AFFAIRS 252134 0 10000 0 36407 0 21058 0 32243 0 351842 0 0 0 FARRELL J WEBB PROVOST UNTIL 11/2023 154547 0 0 0 11086 0 0 0 312 0 165945 0 0 0 DR DARRELL L HAYDON CFO & VP ADMIN SERVICES (until 8/2024) 346704 0 10000 0 46584 0 23100 0 37059 0 463447 0 0 0 RICHARD D KIMBROUGH II VP FOR EXTERNAL RELATIONS AND CHIEF DEVELOPMENT OFFICER 297077 0 10000 0 22748 0 23100 0 16093 0 369018 0 0 0 NEIL J SCHROEDER VP OF INFORMATION RESOURCES (UNTIL 8/2/24) 204846 0 0 0 22866 0 16787 0 5515 0 250014 0 0 0 DR CARSON J CUNNINGHAM MEN'S BASKETBALL HEAD COACH 46851 0 10000 0 489368 0 4360 0 3684 0 554263 0 0 0 DR DAVID E GARZA Associate Dean of Clinical Affairs 250393 0 0 0 9521 0 18519 0 8180 0 286613 0 0 0 DR CAROLINE GOULET ASSOC PROVOST HEALTH PROFESSIONS (From 6/23 until 5/24) 242145 0 10000 0 22392 0 19047 0 10234 0 303818 0 0 0 DR MICHAEL J MOHR ASSISTANT DEAN OF GRADUATE MEDICAL EDUCATION 240195 0 0 0 25219 0 19102 0 10469 0 294985 0 0 0 DR JOHN T PHAM DEAN of School of Medicine 393094 0 0 0 10452 0 23100 0 20628 0 447274 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 $19,895 WERE PAID TO PRIVATE DINING CLUBS DURING 2024 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 $191,543 AND SHE RECEIVED NON-TAXABLE INSURANCE BENEFITS OF $8,948. A CITY OF SAN ANTONIO TEXAS EDUCATION FACILITIES CORPORATION 521351505 796247DL5 2021-08-02 119483198 SEE PART VI false false false A 0 0 119483198 735594 16123582 102624022 true true false true A false false false false 0.0 false false true A false true false false 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 REBATE DUE THE REBATE COMPUTATION WAS PERFORMED ON MAY 31, 2024. Rebate due $312,966.87. 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 $1,849,618 and approximately $2,973 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. JOERIS GARY TRUSTEE 16927714 GENERAL CONTRACTOR false X 5 8100 Market value X 10991 Market value X 9 131604 Market value X 9 1310 Market value X 63 2240 Market value X GIFT CERTIFICATES 191 28137 Market value X GIFT CERTIFICATES SPORTS/ENTERTAINMENT 68 43375 Market value X HOTEL STAYS 11 8150 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 Form 990, Part III, Line 4d Description of other program services (Expenses $ 12,430,584 including grants of $)(Revenue $ 16,776,840) 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 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 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. 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 AE-Vending Other - Total Revenue: 17446, Related or Exempt Function Revenue: 17446, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Bookstore Commission - Total Revenue: 151477, Related or Exempt Function Revenue: 151477, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Other Revenue - Total Revenue: 254816, Related or Exempt Function Revenue: 254816, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; International Program - Total Revenue: 244762, Related or Exempt Function Revenue: 244762, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; HSI Career Collaborative - Total Revenue: 199671, Related or Exempt Function Revenue: 199671, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Housekeeping (ARAMARK) - Total Revenue: 150000, Related or Exempt Function Revenue: 150000, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Unrelated Business Income - Total Revenue: 125543, Related or Exempt Function Revenue: 60567, Unrelated Business Revenue: 64976, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Insurance Proceeds - Total Revenue: 92676, Related or Exempt Function Revenue: 92676, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Amortization PV Life Insurance - Total Revenue: 87813, Related or Exempt Function Revenue: 87813, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Forfeited Emeriti Plan - Total Revenue: 49414, Related or Exempt Function Revenue: 49414, Unrelated Business Revenue: , 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 FROM IWEF - 4251000; TRANSFER TO TIGMER - -61737; 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, 2024 WAS $221,912 AND $378,335, 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. 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 true UIW International Inc D 12061091 Cash UNIVERSIDAD LICEO CERVANTINO D 94237 Cash ST ANTHONY CATHOLIC HIGH SCHOOL K 135000 cash TEXAS INSTITUTE FOR GRADUATE MEDICAL EDUCATION AND RESEARCH R 61737 CASH Incarnate Word Education Foundation S 4251000 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.