SOUTHWESTERN UNIVERSITY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: SOUTHWESTERN UNIVERSITY (EIN 74-1233796)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-05-08
IRS object ID: 202511289349302871
Schema version: 2023v6.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-08T12:30:54-05:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	882730877	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CHERRY BEKAERT ADVISORY LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1075 PEACHTREE STREET NE SUITE 1600	AddressLine1Txt
City	ATLANTA	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	30309	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	741233796	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHWESTERN UNIVERSITY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SOUT	BusinessNameControlTxt
Phone	5128631956	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1001 E UNIVERSITY AVE	AddressLine1Txt
City	GEORGETOWN	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78626	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RICHARD MADONNA	PersonNm
Person Title	VP FOR FINANCE & ADMIN	PersonTitleTxt
Phone	5128631956	PhoneNum
Signature	2025-05-06	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	BREE-ANN WEIDNER	PreparerPersonNm
PTIN	P01319397	PTIN
Phone	4042090954	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	LAURA SKANDERA TROMBLEY	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1001 E UNIVERSITY AVE	AddressLine1Txt
City	GEORGETOWN	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78626	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$821,028,930	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SOUTHWESTERN.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1875	FormationYr
Legal Domicile State	TX	LegalDomicileStateCd
Activity Or Mission	SOUTHWESTERN UNIVERSITY, UNDER THE AUSPICES OF THE UNITED METHODIST CHURCH, IS COMMITTED TO UNDERGRADUATE LIBERAL EDUCATION INVOLVING BOTH THE STUDY OF AND PARTICIPATION IN SIGNIFICANT ASPECTS OF OUR CULTURAL HERITAGE, EXPRESSED PRIMARILY THROUGH THE ARTS, THE SCIENCES, THE INSTITUTIONS AND THE PROFESSIONS OF SOCIETY. AS A TEACHING-LEARNING COMMUNITY, SOUTHWESTERN ENCOURAGES RIGOROUS INQUIRY AND SCHOLARSHIP, CREATIVE TEACHING, AND THE EXPRESSION OF FREE HUMAN LIFE. THE UNIVERSITY SEEKS TO INVOLVE THE STUDENT IN FINDING A PERSONAL AND SOCIAL DIRECTION FOR LIFE, DEVELOPING MORE SENSITIVE METHODS OF COMMUNICATION, CULTIVATING THOSE QUALITIES AND SKILLS WHICH MAKE FOR PERSONAL AND PROFESSIONAL EFFECTIVENESS, AND LEARNING TO THINK CLEARLY AND MAKE RELEVANT JUDGMENTS AND DISCRIMINATIONS.	ActivityOrMissionDesc
Voting Members Governing Body	39	VotingMembersGoverningBodyCnt
Voting Members Independent	37	VotingMembersIndependentCnt
Total Employee	1317	TotalEmployeeCnt
Total Volunteers	826	TotalVolunteersCnt
Total Gross UBI	$695,962	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$23,058,990	PYContributionsGrantsAmt
CY Contributions Grants	$13,146,379	CYContributionsGrantsAmt
PY Program Service Revenue	$82,596,430	PYProgramServiceRevenueAmt
CY Program Service Revenue	$86,225,972	CYProgramServiceRevenueAmt
PY Investment Income	$39,087,471	PYInvestmentIncomeAmt
CY Investment Income	$28,712,588	CYInvestmentIncomeAmt
PY Other Revenue	$1,535,932	PYOtherRevenueAmt
CY Other Revenue	$1,863,012	CYOtherRevenueAmt
PY Total Revenue	$146,278,823	PYTotalRevenueAmt
CY Total Revenue	$129,947,951	CYTotalRevenueAmt
PY Grants And Similar Paid	$41,125,002	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$42,989,335	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$38,579,044	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$40,044,015	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$2,293,454	CYTotalFundraisingExpenseAmt
PY Other Expenses	$45,641,251	PYOtherExpensesAmt
CY Other Expenses	$36,225,553	CYOtherExpensesAmt
PY Total Expenses	$125,345,297	PYTotalExpensesAmt
CY Total Expenses	$119,258,903	CYTotalExpensesAmt
PY Revenues Less Expenses	$20,933,526	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$10,689,048	CYRevenuesLessExpensesAmt
Total Assets BOY	$643,356,651	TotalAssetsBOYAmt
Total Assets EOY	$668,819,229	TotalAssetsEOYAmt
Total Liabilities BOY	$126,699,005	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$124,767,291	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$516,657,646	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$544,051,938	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SOUTHWESTERN UNIVERSITY, UNDER THE AUSPICES OF THE UNITED METHODIST CHURCH, IS COMMITTED TO UNDERGRADUATE LIBERAL ARTS EDUCATION INVOLVING BOTH THE STUDY OF AND PARTICIPATION IN SIGNIFICANT ASPECTS OF OUR CULTURAL HERITAGE, EXPRESSED PRIMARILY THROUGH THE ARTS, THE SCIENCES, THE INSTITUTIONS, AND THE PROFESSIONS OF SOCIETY. SEE SCHEDULE O FORM 990, PART 1, LINE 1 NOTE FOR SOUTHWESTERN UNIVERSITY'S COMPLETE MISSION.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$74,548,641	ExpenseAmt
Grant	$42,989,335	GrantAmt
Revenue	$50,347,572	RevenueAmt
Desc	INSTRUCTIONAL SERVICES AND FINANCIAL ASSISTANCE: THE UNIVERSITY'S PRIMARY MISSION IS FOSTERING A LIBERAL ARTS EDUCATIONAL COMMUNITY OF THE HIGHEST CALIBER. THE UNIVERSITY SEEKS TO DEVELOP A COMMUNITY OF SCHOLARS IN BOTH ITS FACULTY AND STUDENT BODY THAT IS SELF-CRITICAL AND TOUGH-MINDED, AND THAT MAINTAINS RIGOROUS ACADEMIC STANDARDS. THROUGH ITS PAIDEIA PROGRAM, THE UNIVERSITY TRANSCENDS CONVENTIONAL APPROACHES TO TEACHING AND LEARNING THROUGH A STUDENT-DRIVEN, FACULTY-LED EXPERIENCE. THE PROGRAM EMPHASIZES INTELLECTUAL CURIOSITY, PROMOTES CONNECTIONS BETWEEN ACADEMIC COURSES, OFFERS INTERCULTURAL AND DIVERSITY EXPERIENCES, ENCOURAGES CIVIC ENGAGEMENT, AND SUPPORTS COLLABORATIVE OR GUIDED RESEARCH AND CREATIVE WORKS. FOR THE YEAR, THE UNIVERSITY PROVIDED SERVICES TO APPROXIMATELY 1,500 STUDENTS IN ITS ACADEMIC INSTRUCTIONAL PROGRAMS. MOST OF THE UNIVERSITY'S ENROLLMENT IS TRADITIONAL COLLEGE-AGE STUDENTS, AND FOR THE FALL 2023 SEMESTER, 98.9% WERE ENROLLED FULL-TIME (12 OR MORE CREDIT HOURS FOR THE SEMESTER). THE STUDENT-TEACHER RATIO WAS APPROXIMATELY 11:1 IN THE CURRENT YEAR. APPROXIMATELY 97% OF UNIVERSITY STUDENTS RECEIVE INSTITUTIONAL FINANCIAL ASSISTANCE. APPROXIMATELY 61% OF UNIVERSITY STUDENTS RECEIVED NEED-BASED FINANCIAL ASSISTANCE.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$12,941,887	ExpenseAmt
Revenue	$21,450,345	RevenueAmt
Desc	STUDENT SERVICES: THE UNIVERSITY SEEKS TO SUPPORT ITS PRIMARY ACADEMIC MISSION THROUGH ROBUST STUDENT SERVICES FOR ITS PRIMARILY RESIDENTIAL LIBERAL ARTS CAMPUS. STUDENT SERVICES INCLUDE THE POLICE DEPARTMENT, STUDENT ACTIVITIES, RESIDENTIAL LIFE ADMINISTRATION, CAREER COUNSELING SERVICES, STUDENT HEALTH AND COUNSELING SERVICES, NCAA III ATHLETICS, INTRAMURAL SPORTS, AND OTHER SERVICES VITAL TO SUPPORT A RESIDENTIAL ACADEMIC COMMUNITY OF THE HIGHEST CALIBER AND QUALITY.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$11,876,270	ExpenseAmt
Revenue	$15,750,346	RevenueAmt
Desc	AUXILIARY ENTERPRISES, INCLUDE STUDENT RESIDENTIAL CENTER OPERATIONS AND FOOD SERVICE OPERATIONS. FOR THIS ACADEMIC YEAR, APPROXIMATELY 71.8% OF THE STUDENT BODY LIVED ON CAMPUS IN RESIDENTIAL CENTERS. RESIDENTIAL CENTERS INCLUDE LIVING/LEARNING CENTERS WHICH INTEGRATE CLASSROOM AND OTHER EXPERIENCES INTO THE RESIDENTIAL ENVIRONMENT. FOOD SERVICES IS PROVIDED PRIMARILY FOR RESIDENTIAL AND NON-RESIDENTIAL STUDENT USAGE, FACULTY, STAFF, AND GUESTS OF THE UNIVERSITY. AUXILIARY ENTERPRISES EXPENSES INCLUDE DEPRECIATION, INTEREST, AND PHYSICAL PLANT EXPENSE ALLOCATIONS.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$99,366,798	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (1)	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	Yes (1)	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	2489	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	1317	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	39	GoverningBodyVotingMembersCnt
Independent Voting Member	37	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROBERT LEONARD	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5128631956	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1001 E UNIVERSITY AVE	AddressLine1Txt
City	GEORGETOWN	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78626	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
LAURA SKANDERA TROMBLEY
TRUSTEE & PRESIDENT	39.90	0.10	Yes (X)	Yes (X)	$744,323	$0	$155,488
CHRISTOPHER E CRAGG
TRUSTEE & CHAIR	4.00	0.10	Yes (X)	Yes (X)	$0	$0	$0
SYLVIA J KERRIGAN
TRUSTEE & VICE CHAIR	3.50	0.00	Yes (X)	Yes (X)	$0	$0	$0
R GRIFFIN LORD
TRUSTEE & SEC/TREAS	3.00	0.10	Yes (X)	Yes (X)	$0	$0	$0
MELISSA T ANDERSON
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
H BRENT AUSTIN
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
PAM SLAUGHTER BUSH
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
JORGE C DIAZ CUERVO
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
CYNTHIA F HARVEY
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
CAROL C HERDER
TRUSTEE	3.50	0.00	Yes (X)		$0	$0	$0
LAURA K HINSON
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
BRIAN T JACKSON
TRUSTEE	3.50	0.00	Yes (X)		$0	$0	$0
JEAN T JANSSEN
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
GLOVER OL JOHNSON III
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
DALE T KNOBEL
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
FRANK P KRASOVEC
TRUSTEE	3.50	0.00	Yes (X)		$0	$0	$0
KEVIN J LILLY
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
JAY MARSHALL
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
CRAIG MCKINNEY
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
AMANDA M MCMILLIAN
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
CASSANDRA M MCZEAL
TRUSTEE	3.50	0.00	Yes (X)		$0	$0	$0
ELIZABETH G MEDINA
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
MARY E MEDLEY
TRUSTEE	3.50	0.00	Yes (X)		$0	$0	$0
LAURA A MERRILL
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
BELEN C MICKLAS
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
LYNN PARR MOCK
TRUSTEE	3.50	0.00	Yes (X)		$0	$0	$0
THOMAS J PACE III
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
CLAIRE PEEL
TRUSTEE	3.50	0.00	Yes (X)		$0	$0	$0
REX L PREIS
TRUSTEE	3.50	0.00	Yes (X)		$0	$0	$0
STEVEN A RABEN
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
RICKY A RAVEN
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
MAX SCHEIN
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
KENNETH SNODGRASS
TRUSTEE	3.50	0.00	Yes (X)		$0	$0	$0
H BLAKE STANFORD
TRUSTEE	3.50	0.00	Yes (X)		$0	$0	$0
VERONICA V STIDVENT
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
JAVIER URIBE
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
LORRI J WHITE
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
K ELIZABETH YEAGER
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
MIGUEL J ZORRILLA
TRUSTEE	3.50	0.00	Yes (X)		$0	$0	$0
LENORA CHAPMAN
VP FOR FINANCE & ADMINISTRATION	39.90	0.10		Yes (X)	$289,289	$0	$32,192
J PAUL SECORD
VP FOR UNIVERSITY RELATIONS	40.00	0.00			$256,424	$0	$21,349	Yes (X)
THOMAS DELAHUNT
VP FOR STRATEGIC RECRUITMENT & ENROLLMENT	40.00	0.00			$249,879	$0	$35,983	Yes (X)
ALISA MCALISTER GAUNDER
DEAN OF THE FACULTY	40.00	0.00			$227,942	$0	$31,177	Yes (X)
KENT HUNTSMAN
INTERIM VP FOR UNI. RELATIONS & AVP FOR DEV.	39.90	0.10			$186,371	$0	$31,158	Yes (X)
DAVID OCHSNER
VP FOR COMMUNICATIONS	40.00	0.00			$186,117	$0	$23,752	Yes (X)
KEN RALPH
DIRECTOR OF INTRECOLLEGIATE ATHLETICS	40.00	0.00			$181,512	$0	$13,076	Yes (X)
DAVID SANCHEZ
AVP FOR INFO TECH AND CIO	40.00	0.00			$176,861	$0	$25,771	Yes (X)
JULIE A COWLEY
AVP FOR ACADEMIC AFFAIRS	40.00	0.00			$152,638	$0	$28,078		Yes (X)
HEATH ROBERIE
ASST FOR BUDGETING AND PLANNING	40.00	0.00			$150,701	$0	$26,949		Yes (X)
RICHARD MARTINEZ
AVP FOR FACILITIES MANAGEMENT	40.00	0.00			$137,127	$0	$27,457		Yes (X)
BENJAMIN PIERCE
PROFESSOR OF BIOLOGY	40.00	0.00			$135,150	$0	$27,052		Yes (X)
LAURA HOBGOOD
PROFESSOR OF RELIGION	40.00	0.00			$133,045	$0	$20,275		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,207,379	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$499,757	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	40	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
TEXAS AIR SYSTEMS LLC
6029 W CAMPUS CIRCLE DR STE 100	IRVING	TX	75063	GENERAL CONTRACTOR	$10,408,340
ARAMARK SERVICES INC
2400 MARKET STREET	PHILADELPHIA	PA	78704	FOOD SERVICE	$4,595,024
2TP SERVICES
3809 S GENERAL BRUCE DR STE 103	TEMPLE	TX	76502	GENERAL CONTRACTOR	$1,708,586
KIRKSEY ARCHITECTS INC
6909 PORTWEST DR	HOUSTON	TX	77024	ARCHITECTURE SERVICES	$1,201,118
JOERIS GENERAL CONTRACTORS LTD
823 ARION PARKWAY	SAN ANTONIO	TX	78216	GENERAL CONTRACTOR	$1,197,470

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	27	CntrctRcvdGreaterThan100KCnt
Fundraising	$22,163	FundraisingAmt
Government Grants	$1,213,764	GovernmentGrantsAmt
All Other Contributions	$11,910,452	AllOtherContributionsAmt
Noncash Contributions	$1,426,930	NoncashContributionsAmt
Total Contributions	$13,146,379	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION & FEES	611310	$71,797,913	$71,797,913
AUXILIARY ENTERPRISES	611710	$14,428,059	$13,901,760	$526,299

Field	Value	IRS element (for citing)
Total Program Service Revenue	$86,225,972	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,077,694	TotalRevenueColumnAmt
Unrelated Business Revenue	$169,663	UnrelatedBusinessRevenueAmt
Exclusion	$5,908,031	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,507,047	TotalRevenueColumnAmt
Exclusion	$2,507,047	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$14,744	TotalRevenueColumnAmt
Exclusion	$14,744	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$2,600	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$2,600	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,600	TotalRevenueColumnAmt
Exclusion	$2,600	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$711,051,419	SecuritiesAmt
Other	$154,485	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$688,900,039	SecuritiesAmt
Other	$2,178,018	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$22,151,380	SecuritiesAmt
Other	-$2,023,533	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$20,127,847	TotalRevenueColumnAmt
Exclusion	$20,127,847	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$22,163	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$2,922	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$2,922	TotalRevenueColumnAmt
Exclusion	-$2,922	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SUMMER STUDY ABROAD	611710	$378,886	$378,886
CAR REGISTRATION FEES	812930	$240,925	$240,925
ORIENTATION FEES	611310	$86,400	$86,400

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,142,379	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,142,379	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$1,848,590	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$129,947,951	TotalRevenueColumnAmt
Related Or Exempt Func Income	$87,548,263	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$695,962	UnrelatedBusinessRevenueAmt
Exclusion	$28,557,347	ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$42,636,307	TotalAmt
Program Services	$42,636,307	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$353,028	TotalAmt
Program Services	$353,028	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,541,201	TotalAmt
Program Services	$731,721	ProgramServicesAmt
Management And General	$1,282,224	ManagementAndGeneralAmt
Fundraising	$527,256	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$28,854,774	TotalAmt
Program Services	$22,845,965	ProgramServicesAmt
Management And General	$4,969,915	ManagementAndGeneralAmt
Fundraising	$1,038,894	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,600,266	TotalAmt
Program Services	$1,248,405	ProgramServicesAmt
Management And General	$289,531	ManagementAndGeneralAmt
Fundraising	$62,330	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$4,871,812	TotalAmt
Program Services	$3,308,331	ProgramServicesAmt
Management And General	$1,439,688	ManagementAndGeneralAmt
Fundraising	$123,793	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$2,175,962	TotalAmt
Program Services	$1,639,550	ProgramServicesAmt
Management And General	$442,063	ManagementAndGeneralAmt
Fundraising	$94,349	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$241,853	TotalAmt
Management And General	$241,853	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$84,958	TotalAmt
Management And General	$84,958	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$2,617,485	TotalAmt
Management And General	$2,617,485	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$5,283,263	TotalAmt
Program Services	$5,019,068	ProgramServicesAmt
Management And General	$186,705	ManagementAndGeneralAmt
Fundraising	$77,490	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$19,133	TotalAmt
Program Services	$18,973	ProgramServicesAmt
Fundraising	$160	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$978,288	TotalAmt
Program Services	$779,543	ProgramServicesAmt
Management And General	$172,951	ManagementAndGeneralAmt
Fundraising	$25,794	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$2,551,204	TotalAmt
Program Services	$417,675	ProgramServicesAmt
Management And General	$2,120,437	ManagementAndGeneralAmt
Fundraising	$13,092	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$5,855	TotalAmt
Program Services	$5,855	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$3,090,667	TotalAmt
Program Services	$2,828,601	ProgramServicesAmt
Management And General	$244,987	ManagementAndGeneralAmt
Fundraising	$17,079	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,827,632	TotalAmt
Program Services	$1,616,632	ProgramServicesAmt
Management And General	$143,860	ManagementAndGeneralAmt
Fundraising	$67,140	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$312,472	TotalAmt
Program Services	$270,921	ProgramServicesAmt
Management And General	$40,724	ManagementAndGeneralAmt
Fundraising	$827	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$977,820	TotalAmt
Program Services	$923,147	ProgramServicesAmt
Management And General	$46,536	ManagementAndGeneralAmt
Fundraising	$8,137	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$7,364,515	TotalAmt
Program Services	$6,557,426	ProgramServicesAmt
Management And General	$745,804	ManagementAndGeneralAmt
Fundraising	$61,285	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,090,064	TotalAmt
Program Services	$877,194	ProgramServicesAmt
Management And General	$207,377	ManagementAndGeneralAmt
Fundraising	$5,493	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
MAINTENANCE	$961,782	$845,094	$108,684	$8,004
LIBRARY	$689,403	$689,403
HOUSING	$621,823	$621,823
ATHLETICS	$593,917	$568,670	$25,247

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,913,419	TotalAmt
Program Services	$4,563,466	ProgramServicesAmt
Management And General	$2,187,622	ManagementAndGeneralAmt
Fundraising	$162,331	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$119,258,903	TotalAmt
Program Services	$99,366,798	ProgramServicesAmt
Management And General	$17,598,651	ManagementAndGeneralAmt
Fundraising	$2,293,454	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	-$350,741	BOYAmt
EOY	$967,064	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$23,304,778	BOYAmt
EOY	$18,371,550	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$12,394,172	BOYAmt
EOY	$10,996,160	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,918,550	BOYAmt
EOY	$1,845,498	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$915,502	BOYAmt
EOY	$895,180	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$102,379	BOYAmt
EOY	$116,697	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,547,997	BOYAmt
EOY	$1,490,884	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$291,656,731	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$128,478,919	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$148,168,207	BOYAmt
EOY	$163,177,812	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$81,523,173	BOYAmt
EOY	$230,171,636	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$368,535,055	BOYAmt
EOY	$235,108,212	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$5,297,579	BOYAmt
EOY	$5,678,536	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$643,356,651	BOYAmt
EOY	$668,819,229	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$13,216,077	BOYAmt
EOY	$12,023,644	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$1,074,252	BOYAmt
EOY	$908,093	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$3,074,988	BOYAmt
EOY	$3,418,212	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$103,557,196	BOYAmt
EOY	$101,759,284	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$2,388,260	BOYAmt
EOY	$3,815,175	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,388,232	BOYAmt
EOY	$2,842,883	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$126,699,005	BOYAmt
EOY	$124,767,291	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$173,333,706	BOYAmt
EOY	$176,380,255	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$343,323,940	BOYAmt
EOY	$367,671,683	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$516,657,646	BOYAmt
EOY	$544,051,938	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$643,356,651	BOYAmt
EOY	$668,819,229	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$10,689,048	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$16,122,498	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$582,746	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$9,972,050	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$22,550,257	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$12,875,000	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$23,058,990	CurrentTaxYearMinus1YearAmt
Current Tax Year	$13,146,379	CurrentTaxYearAmt
Total	$81,602,676	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$9,972,050	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$22,550,257	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$12,875,000	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$23,058,990	CurrentTaxYearMinus1YearAmt
Current Tax Year	$13,146,379	CurrentTaxYearAmt
Total	$81,602,676	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$10,823,731	SubstantialContributorsTotAmt
Public Support Total170	$70,778,945	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,567,464	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$10,420,930	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$11,231,529	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$16,762,865	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,432,422	CurrentTaxYearAmt
Total	$54,415,210	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$136,017,886	TotalSupportAmt
Gross Receipts Rltd Activities	$403,484,284	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.52040	PublicSupportCY170Pct
Public Support PY170	0.51580	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$377,085,053	BeginningYearBalanceAmt
Contributions	$1,766,290	ContributionsAmt
Investment Earnings Or Losses	$40,540,817	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,708,923	GrantsOrScholarshipsAmt
Other Expenditures	$11,955,723	OtherExpendituresAmt
End Year Balance	$403,727,514	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$366,389,813	BeginningYearBalanceAmt
Contributions	$10,203,746	ContributionsAmt
Investment Earnings Or Losses	$15,761,584	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,667,012	GrantsOrScholarshipsAmt
Other Expenditures	$11,603,078	OtherExpendituresAmt
End Year Balance	$377,085,053	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$364,860,834	BeginningYearBalanceAmt
Contributions	$27,507,645	ContributionsAmt
Investment Earnings Or Losses	-$11,888,892	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,247,133	GrantsOrScholarshipsAmt
Other Expenditures	$10,842,641	OtherExpendituresAmt
End Year Balance	$366,389,813	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$289,412,311	BeginningYearBalanceAmt
Contributions	$4,167,526	ContributionsAmt
Investment Earnings Or Losses	$86,445,644	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,586,016	GrantsOrScholarshipsAmt
Other Expenditures	$11,578,631	OtherExpendituresAmt
End Year Balance	$364,860,834	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$296,412,699	BeginningYearBalanceAmt
Contributions	$3,895,448	ContributionsAmt
Investment Earnings Or Losses	$1,160,633	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,834,498	GrantsOrScholarshipsAmt
Other Expenditures	$9,221,971	OtherExpendituresAmt
End Year Balance	$289,412,311	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.15230	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.84770	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.00000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$6,337,858	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$111,510	OtherCostOrOtherBasisAmt
Book Value	$6,449,368	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$225,663,423	OtherCostOrOtherBasisAmt
Depreciation	$81,039,729	DepreciationAmt
Book Value	$144,623,694	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$38,541,398	OtherCostOrOtherBasisAmt
Depreciation	$31,730,443	DepreciationAmt
Book Value	$6,810,955	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$21,002,542	OtherCostOrOtherBasisAmt
Depreciation	$15,708,747	DepreciationAmt
Book Value	$5,293,795	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$163,177,812	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
EQUITY FUNDS	$2,598,471	F
FIXED INCOME FUNDS	$78,393,363	F
PARTNERSHIP INTERESTS	$44,245,288	F
PRIVATE CAPITAL	$84,547,879	F
PRIVATE CREDIT	$13,005,587	F
PRIVATE EQUITY	$5,329,551	F
REAL ESTATE	$6,988,073	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$235,108,212	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
ACCRUED POST-RETIREMENT BENEFITS	$2,831,483
OTHER LONG TERM LIABILITIES	$11,400

Field	Value	IRS element (for citing)
Total Liability	$2,842,883	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 1A:	THE UNIVERSITY HAS 19 COLLECTIONS WITHIN THE SPECIAL COLLECTIONS OF THE A. FRANK SMITH, JR. LIBRARY CENTER THAT CONTAIN A VARIETY OF BOOKS, RECORDS, PAPERS, MAPS, AND MANUSCRIPTS THAT ARE PROTECTED AND PRESERVED FOR PUBLIC EXHIBITION, EDUCATION, RESEARCH, AND THE FURTHERANCE OF PUBLIC SERVICE. THEY ARE NEITHER DISPOSED OF FOR FINANCIAL GAIN NOR ENCUMBERED IN ANY MANNER. ACCORDINGLY, SUCH COLLECTIONS ARE NOT REPORTED FOR FINANCIAL STATEMENT PURPOSES.
PART III, LINE 4:	SEE EXPLANATION PROVIDED ABOVE.
PART V, LINE 4:	SOUTHWESTERN UNIVERSITY ENDOWMENTS INCLUDE DONOR RESTRICTED ENDOWMENT FUNDS AND BOARD-DESIGNATED FUNDS FUNCTIONING AS ENDOWMENT FUNDS. ALL DONOR RESTRICTED ENDOWMENTS ARE USED ONLY AS THE DONORS INTENDED PER THE DONOR RESTRICTIONS. THE BOARD-DESIGNATED FUNDS SUPPORT GENERAL PROGRAM SERVICES OF THE UNIVERSITY. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE.
PART X, LINE 2:	THE UNIVERSITY CLAIMS EXEMPTION FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, CERTAIN INCOME UNRELATED TO ITS EXEMPT FUNCTION IS SUBJECT TO INCOME TAXATION. THE UNIVERSITY'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE UNIVERSITY WHEN IT IS MORE LIKELY THAN NOT THE POSITION WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF JUNE 30, 2024 AND 2023 AND, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE E, PART I, LINE 3

A NONDISCRIMINATION STATEMENT IS POSTED ON THE UNIVERSITY'S WEBSITE AT WWW.SOUTHWESTERN.EDU.

SCHEDULE E, PART I, LINE 6

THE UNIVERSITY RECEIVES FINANCIAL AID FROM BOTH THE FEDERAL GOVERNMENT AND THE STATE OF TEXAS, WHICH IS AWARDED TO STUDENTS USING THE DEPARTMENT OF EDUCATION METHODOLOGY. THE MAIN FEDERAL FINANCIAL ASSISTANCE PROGRAMS FOR STUDENTS INCLUDE: FEDERAL DIRECT LOANS, FEDERAL PELL GRANTS, FEDERAL WORK-STUDY, AND FEDERAL SEOG. THE MAIN STATE FINANCIAL ASSISTANCE GRANT IS THE TUITION EQUALIZATION GRANT. THE UNIVERSITY ALSO RECEIVES FEDERAL FINANCIAL ASSISTANCE FOR ACADEMIC GRANTS AND RESEARCH.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
CENTRAL AMERICA AND THE CARIBBEAN	1	0	INVESTMENTS	$1,959,450
CENTRAL AMERICA AND THE CARIBBEAN	0	4	GRANTMAKING	$47,822
EAST ASIA AND THE PACIFIC	0	3	GRANTMAKING	$33,427
EUROPE	6	0	PROGRAM SERVICES	$174,343	STUDY ABROAD PROGRAMS
EUROPE	0	22	GRANTMAKING	$213,191
NORTH AMERICA	0	16	GRANTMAKING	$30,360
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,	0	2	GRANTMAKING	$25,532
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,	0	1	GRANTMAKING	$2,696

Field	Value	IRS element (for citing)
Subtotal Offices	7	SubtotalOfficesCnt
Subtotal Employees	48	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	7	TotalOfficeCnt
Total Employee	48	TotalEmployeeCnt
Subtotal Spent	$2,486,821	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$2,486,821	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (16 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
FACULTY/STAFF DEVELOPMENT & RESEARCH	CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,	4	$6,322	CHECK
MERIT BASED AWARD	CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,	17	$14,600	CHECK
NEED BASED AWARD	CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,	17	$26,900	CHECK
FACULTY/STAFF DEVELOPMENT & RESEARCH	EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,	3	$5,677	CHECK
MERIT BASED AWARD	EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,	5	$9,500	CHECK
NEED BASED AWARD	EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,	4	$18,250	CHECK
FACULTY/STAFF DEVELOPMENT & RESEARCH	EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU	22	$49,966	CHECK
MERIT BASED AWARD	EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU	69	$75,350	CHECK
NEED BASED AWARD	EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU	29	$87,875	CHECK
FACULTY/STAFF DEVELOPMENT & RESEARCH	NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES	16	$20,610	CHECK
MERIT BASED AWARD	NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES	4	$6,700	CHECK
NEED BASED AWARD	NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES	3	$3,050	CHECK
FACULTY/STAFF DEVELOPMENT & RESEARCH	SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,	2	$5,804	CHECK
MERIT BASED AWARD	SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,	9	$7,628	CHECK
NEED BASED AWARD	SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,	9	$12,100	CHECK
FACULTY/STAFF DEVELOPMENT & RESEARCH	SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,	1	$2,696	CHECK

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 2:

STUDENTS AT SOUTHWESTERN UNIVERSITY ARE ENCOURAGED TO APPLY FOR THE STUDY ABROAD PROGRAMS THROUGH THE OFFICE OF STUDY ABROAD & INTERNATIONAL STUDENT SERVICES. STUDENTS ATTEND GENERAL ADVISING SESSIONS AND ONE-ON-ONE ADVISING SESSIONS TO DISCUSS THEIR MAJOR, ELIGIBILITY, BEST OPTIONS AND GOALS, AND TO IDENTIFY THE APPROPRIATE STUDY ABROAD PROGRAM. BOTH THE OFFICE OF FINANCIAL AID AND THE OFFICE OF STUDY ABROAD & INTERNATIONAL STUDENT SERVICES MEET TO REVIEW ALL THE STUDENTS ACCEPTED IN THE STUDY ABROAD PROGRAM AND TO DETERMINE FINANCIAL AID ELIGIBILITY. SCHOLARSHIPS ARE AWARDED TO THE STUDENTS BASED ON FINANCIAL NEED AND PARTICIPATION IN APPROVED PROGRAMS. THE OFFICE OF FINANCIAL AID AND ITS OPERATIONS ARE SUBJECT TO INTERNAL CONTROL REVIEW BY THE UNIVERSITY'S EXTERNAL AUDITORS AS PART OF THE FINANCIAL STATEMENT AUDIT. FUNDS ARE ALSO MONITORED BY THE REVIEW AND OVERSIGHT OF SENIOR MANAGEMENT, SENIOR STAFF, THE DEAN OF ENROLLMENT SERVICES, AND THE BUSINESS OFFICE, ALL OF WHICH ARE UNDER REVIEW OF THE AUDIT COMMITTEE AND THE FISCAL AFFAIRS COMMITTEE OF THE BOARD OF TRUSTEES. PAYMENTS FOR CERTAIN SCHOLARSHIPS ARE MADE DIRECTLY TO THE INSTITUTIONS SPONSORING THE STUDY ABROAD PROGRAM. SOUTHWESTERN UNIVERSITY'S METHOD OF ACCOUNTING FOR THESE EXPENDITURES INCLUDES USING DIFFERENT ACCOUNT NUMBERS TO TRACK THE DIFFERENT STUDY ABROAD PROGRAMS, SCHOLARSHIP EXPENSES, AND FOREIGN TRAVEL.

PART I, LINE 3:

THE ACCRUAL-BASED METHOD IS USED TO ACCOUNT FOR EXPENDITURES. THE AMOUNT REPORTED FOR INVESTMENTS REPRESENTS THE FAIR MARKET VALUE OF INVESTMENTS HELD AT THE END OF THE FISCAL YEAR.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	JAMESON 5K	Event1Nm
Gross Receipts Event1	$22,163	GrossReceiptsEvent1Amt
Charitable Contri Event1	$22,163	CharitableContriEvent1Amt
Other Direct Expenses Event1	$2,922	OtherDirectExpensesEvent1Amt
Gross Receipts Total	$22,163	GrossReceiptsTotalAmt
Charitable Contributions Tot	$22,163	CharitableContributionsTotAmt
Oth Direct Expnss Total Events	$2,922	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$2,922	DirectExpenseSummaryEventsAmt
Net Income Summary	-$2,922	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
SCHOLARSHIPS AND GRANTS	1458	$41,341,122
TUITION WAIVERS	30		$1,295,185	TUITION RATES	TUITION WAIVERS - FACULTY AND STAFF

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	THE UNIVERSITY AWARDS VARIOUS FEDERAL, STATE, AND PRIVATE SCHOLARSHIPS, LOANS, AND STUDENT WORK PROGRAMS AS PART OF ITS OVERALL FINANCIAL AID PROGRAM. THE UNIVERSITY FINANCIAL AID OFFICE IS RESPONSIBLE FOR MANAGEMENT OF ALL FINANCIAL AID PROGRAMS. THE UNIVERSITY USES THE DEPARTMENT OF EDUCATION METHODOLOGY TO DETERMINE FAMILY NEED FOR AWARDING NEED-BASED AWARDS. MERIT BASED AWARDS ARE DETERMINED BASED ON VARIOUS ACADEMIC MEASURES (GPA, RANK IN CLASS, ETC.) AS WELL AS OTHER QUALITATIVE MEASURES. IT IS THE RESPONSIBILITY OF THE FINANCIAL AID OFFICE TO ENSURE COMPLIANCE WITH FEDERAL AND STATE REGULATIONS ON FINANCIAL AID & EMERGENCY GRANTS, AND THE UNIVERSITY POLICY AND INTERNAL CONTROL OBJECTIVES. THE FINANCIAL AID OFFICE AND ITS OPERATIONS ARE SUBJECT TO INTERNAL CONTROL REVIEW BY THE UNIVERSITY'S EXTERNAL AUDITORS AS PART OF THE ANNUAL FINANCIAL STATEMENT AUDIT. ADDITIONAL MONITORING IS ALSO PROVIDED THROUGH THE REVIEW AND OVERSIGHT OF SENIOR MANAGEMENT, SENIOR STAFF, THE VICE PRESIDENT OF ENROLLMENT SERVICES, AND THE BUSINESS OFFICE, ALL OF WHICH ARE UNDER THE PURVIEW OF THE AUDIT COMMITTEE AND THE BOARD OF TRUSTEES' FISCAL AFFAIRS COMMITTEE. ADDITIONALLY, THE UNIVERSITY'S AWARDING AND MANAGEMENT OF FINANCIAL AID AWARDS IS SUBJECT TO AN ANNUAL SINGLE AUDIT (CIRCULAR A-133) AND STATE OF TEXAS AUDITS (FOR VARIOUS STATE FINANCIAL AID PROGRAMS). RESULTS OF THESE AUDITS ARE REPORTED TO THE UNIVERSITY SENIOR STAFF, THE BOARD OF TRUSTEES' AUDIT COMMITTEE, AND THE BOARD OF TRUSTEES FISCAL AFFAIRS COMMITTEE.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LAURA SKANDERA TROMBLEY
TRUSTEE & PRESIDENT	$664,471	$0	$27,500	$0	$52,352	$0	$23,100	$0	$132,388	$0	$899,811	$0	$0	$0
LENORA CHAPMAN
VP FOR FINANCE & ADMINISTRATION	$289,289	$0	$0	$0	$0	$0	$20,292	$0	$11,900	$0	$321,481	$0	$0	$0
THOMAS DELAHUNT
VP FOR STRATEGIC RECRUITMENT & ENROL	$244,879	$0	$0	$0	$5,000	$0	$17,675	$0	$18,308	$0	$285,862	$0	$0	$0
J PAUL SECORD
VP FOR UNIVERSITY RELATIONS	$253,380	$0	$0	$0	$3,044	$0	$10,951	$0	$10,398	$0	$277,773	$0	$0	$0
ALISA MCALISTER GAUNDER
DEAN OF THE FACULTY	$227,942	$0	$0	$0	$0	$0	$16,211	$0	$14,966	$0	$259,119	$0	$0	$0
KENT HUNTSMAN
INTERIM VP FOR UNI. RELATIONS & AVP	$186,371	$0	$0	$0	$0	$0	$11,695	$0	$19,463	$0	$217,529	$0	$0	$0
DAVID OCHSNER
VP FOR COMMUNICATIONS	$186,117	$0	$0	$0	$0	$0	$13,103	$0	$10,649	$0	$209,869	$0	$0	$0
DAVID SANCHEZ
AVP FOR INFO TECH AND CIO	$176,861	$0	$0	$0	$0	$0	$11,192	$0	$14,579	$0	$202,632	$0	$0	$0
KEN RALPH
DIRECTOR OF INTRECOLLEGIATE ATHLETIC	$181,512	$0	$0	$0	$0	$0	$2,818	$0	$10,258	$0	$194,588	$0	$0	$0
JULIE A COWLEY
AVP FOR ACADEMIC AFFAIRS	$146,438	$0	$6,200	$0	$0	$0	$11,021	$0	$17,057	$0	$180,716	$0	$0	$0
HEATH ROBERIE
ASST FOR BUDGETING AND PLANNING	$150,701	$0	$0	$0	$0	$0	$10,823	$0	$16,126	$0	$177,650	$0	$0	$0
RICHARD MARTINEZ
AVP FOR FACILITIES MANAGEMENT	$137,127	$0	$0	$0	$0	$0	$9,966	$0	$17,491	$0	$164,584	$0	$0	$0
BENJAMIN PIERCE
PROFESSOR OF BIOLOGY	$131,475	$0	$3,675	$0	$0	$0	$9,625	$0	$17,427	$0	$162,202	$0	$0	$0
LAURA HOBGOOD
PROFESSOR OF RELIGION	$126,845	$0	$6,200	$0	$0	$0	$8,924	$0	$11,351	$0	$153,320	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 1A

HOUSING ALLOWANCE AND RESIDENCE FOR PERSONAL USE AND PERSONAL SERVICES: THE UNIVERSITY REQUIRES THE PRESIDENT TO RESIDE IN THE TURNER FLEMING HOUSE, LOCATED ON CAMPUS, FOR THE CONVENIENCE OF THE UNIVERSITY, AS PART OF HER EMPLOYMENT CONTRACT WITH THE UNIVERSITY. THE TURNER FLEMING HOUSE IS USED BY THE PRESIDENT FOR PERSONAL RESIDENCE, HOSTING VARIOUS MEETINGS AND BUSINESS-RELATED SOCIAL EVENTS AND OTHER UNIVERSITY FUNCTIONS. THE UNIVERSITY PROVIDES HOUSEKEEPING, GROUNDS KEEPING, AND MAINTENANCE SERVICE CONSISTENT WITH OTHER UNIVERSITY BUILDINGS. THE VALUATION FOR PERSONAL USAGE OF THE TURNER FLEMING HOUSE, AS REPORTED IN HOUSING ALLOWANCE ON SCHEDULE J, PART II, COLUMN (D), NONTAXABLE BENEFITS, INCLUDES THE ESTIMATED FAIR MARKET RENTAL VALUE, UTILITIES, HOUSEKEEPING, AND GROUNDS KEEPING SERVICES. SOCIAL CLUB DUES OR INITIATION FEES AND TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: THE UNIVERSITY PROVIDES THREE SOCIAL CLUB MEMBERSHIPS FOR THE PRESIDENT OF THE UNIVERSITY. THE MEMBERSHIPS ARE USED PRIMARILY FOR HOSTING GUESTS DURING FUNDRAISING MEETINGS AND OTHER BUSINESS-RELATED MEETINGS. THE UNIVERSITY PAYS PAYROLL TAX OBLIGATIONS RELATED TO TWO SOCIAL DUES MEMBERSHIPS. THE GROSS-UP PAYMENT AND THE UNIVERSITY-PROVIDED MEMBERSHIPS ARE TREATED AS TAXABLE COMPENSATION AND ARE REPORTED ON HER W-2.

PART I, LINE 4A

DAVID OCHSNER TERMINATED WITH THE UNIVERSITY 12/31/2023 AND RECEIVED A SEVERENCE PAYOUT OF $39,313. THE TERMS AND CONDITIONS ARE CONSISTENT WITH INDUSTRY STANDARDS.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
CLIFTON HIGHER EDUCATION FINANCE
A	800349380	187155AX4	2017-12-28	$26,347,790	SCIENCE BUILDING CONSTRUCTION	0	0	0
CLIFTON HIGHER EDUCATION FINANCE
B	800349380	187155BR6	2022-08-30	$80,796,814	CAPITAL PROJECTS	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$2,655,000	$26,936,554	$347,790	$26,588,764	2020	0	0	Yes (1)	Yes (1)
B	$1,225,000	$80,796,814	$796,814	$80,000,000		0	0	0	0

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	0	0	0.00000	0.00000	0.00000	0	0	Yes (1)
B	0	0	0	0	0.00000	0.00000	0.00000	0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line2GICProviderName/BusinessNameLine2Txt	Term Of GICTermOfGICPct	Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
BAYERISCHE
A	0	0	Yes (1)	Yes (1)	0	0	Yes (1)	LANDESBANK	1.800000000000	Yes (1)	0	Yes (1)
(no name)
B	0	Yes (1)	0	Yes (1)	0	0	0				0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
DATE REBATE COMPUTATION PERFORMED	ISSUER NAME: CLIFTON HIGHER EDUCATION FINANCE DATE THE REBATE COMPUTATION WAS PERFORMED: 01/07/2021 ISSUER NAME: CLIFTON HIGHER EDUCATION FINANCE DATE THE REBATE COMPUTATION WAS PERFORMED: 08/30/2023
PART II, LINE 3, COL (B):	THE AMOUNT REPORTED ON LINE 3 FOR THE TOTAL PROCEEDS OF ISSUE IS DIFFERENT FROM THE AMOUNT REPORTED IN PART I, COLUMN (E) AS THE ISSUE PRICE FOR THE CLIFTON HIGHER EDUCATION FINANCE ISSUE FOR THE FOLLOWING ITEMS: 1. THE UNDERWRITERS DISCOUNT 2. INVESTMENT EARNINGS ON UNSPENT PROCEEDS

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)

Cash GrantCashGrantAmt	Type Of AssistanceTypeOfAssistanceTxt	Assistance PurposeAssistancePurposeTxt
$8,574	STAFF SCHOLARSHIP	EDUCATION
$33,750	MERIT BASED SCHOLARSHIP	EDUCATION

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MATTHEW L CRAGG	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship Description	RELATED TO TRUSTEE	RelationshipDescriptionTxt
Transaction	$20,316	TransactionAmt
Transaction	EMPLOYMENT	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$1,001	NoncashContributionsRptF990Amt
Method Of Determining Revenues	$1 OR STATED VALUE	MethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$5,071	NoncashContributionsRptF990Amt
Method Of Determining Revenues	$1 OR STATED VALUE	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	14	ContributionCnt
Noncash Contributions Rpt F990	$1,410,955	NoncashContributionsRptF990Amt
Method Of Determining Revenues	HIGH-LOW AVERAGE	MethodOfDeterminingRevenuesTxt

Real Estate Commercial RealEstateCommercialGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$3,011	NoncashContributionsRptF990Amt
Method Of Determining Revenues	$1 OR STATED VALUE	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	CAMPUS DECOR	2	$3,309	$1 OR STATED VALUE
Yes (X)	MEALS/FOOD GIFT CARDS	6	$2,745	COST
Yes (X)	OTHER	5	$838	$1 OR STATED VALUE

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (1)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, COLUMN (B):

THE NUMBER REPORTED IN COLUMN B OF SCHEDULE M FOR ALL DONATIONS REPRESENTS THE NUMBER OF CONTRIBUTIONS FOR EACH RESPECTIVE CATEGORY.

PART I, LINE 32B:

REGIONS BANK IS THE CUSTODIAL BANK OF SOUTHWESTERN UNIVERSITY. GIFTS OF SECURITIES ARE TRANSFERRED BY THE DONOR TO VARIOUS BROKERS HIRED BY THE UNIVERSITY. THE BROKERS THEN CONTACT UNIVERSITY RELATIONS AT SOUTHWESTERN UNIVERSITY TO INFORM THE UNIVERSITY OF THE GIFT RECEIPT. SOUTHWESTERN THEN INSTRUCTS THE BROKERS TO SELL THE SECURITIES AT CURRENT MARKET VALUE. THE PROCEEDS FROM THE SALE ARE TRANSFERRED TO THE UNIVERSITY'S OPERATING, RESTRICTED, OR ENDOWED ACCOUNTS FOR USE IN ACCORDANCE WITH THE DONOR'S RESTRICTION, IF ANY.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1A	ALL TRUSTEES ELECTED TO THE BOARD OF TRUSTEES HAVE THE SAME VOTING RIGHTS. IN BETWEEN SCHEDULED MEETINGS OF THE TRUSTEES, THE UNIVERSITY'S BYLAWS EMPOWER THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES TO ACT ON A BROAD RANGE OF ISSUES AND MATTERS. THE COMMITTEE SHALL, SUBJECT TO THE CONTROL OF THE BOARD OF TRUSTEES, HAVE AUTHORITY TO: EXERCISE SUPERVISION AND CONTROL OVER THE INVESTMENT OF ENDOWMENT FUNDS; EXERCISE SUPERVISION AND CONTROL OVER ERECTION OF BUILDINGS; NEGOTIATE AND PROCURE LOANS; DESIGNATE THOSE EMPLOYEES AND OFFICERS FOR WHOM DISHONESTY INSURANCE IS REQUIRED; HAVE THE RIGHT TO SELL, LEASE, CONVEY, OR TRANSFER BOTH REAL AND PERSONAL PROPERTY BELONGING TO THE UNIVERSITY, EXCEPT THAT THE EXECUTIVE COMMITTEE SHALL NOT SELL ANY OF THE PROPERTY USED FOR THE UNIVERSITY PURPOSES PROPER; AND PERFORM OTHER DUTIES AND EXERCISE SUCH OTHER POWERS AS THE BOARD OF TRUSTEES MAY DELEGATE. ALL ACTIONS OF THE EXECUTIVE COMMITTEE ARE RECORDED IN OFFICIAL RECORD MEETING MINUTES WHICH ARE REPORTED AT THE NEXT MEETING OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 7A	THE BOARD OF TRUSTEES SHALL COMPRISE NOT MORE THAN 45 TRUSTEES, EXCLUDING ANY HONORARY TRUSTEES, AND SHALL BE COMPOSED AS FOLLOWS: (A) CONFERENCE TRUSTEES EIGHTEEN TRUSTEES CONSISTING OF FOUR PERSONS FROM EACH OF THE CENTRAL TEXAS, NORTH TEXAS, RIO TEXAS, AND TEXAS ANNUAL CONFERENCES OF THE UNITED METHODIST CHURCH AND TWO PERSONS FROM THE NORTHWEST TEXAS ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH. CONFERENCE TRUSTEES ARE NOMINATED BY THE UNIVERSITY'S BOARD OF TRUSTEES, UPON RECOMMENDATION OF THE BOARD'S TRUSTEESHIP COMMITTEE, AND ELECTED BY THEIR RESPECTIVE CONFERENCES. THE CONFERENCES ELECTING CONFERENCE TRUSTEES ARE REFERRED TO AS THE UNIVERSITY'S "PATRONIZING CONFERENCES." (B) EPISCOPAL TRUSTEES TWO BISHOPS OF THE UNITED METHODIST CHURCH NOMINATED AND ELECTED BY THE BISHOPS OF THE UNIVERSITY'S PATRONIZING CONFERENCES AFTER CONSULTATION REGARDING EACH INDIVIDUAL NOMINEE WITH THE BOARD'S TRUSTEESHIP COMMITTEE, GIVING DUE REGARD TO THE COMMENTS, REQUESTS, AND CONCERNS OF THAT COMMITTEE. AT LEAST ONE OF THE EPISCOPAL TRUSTEES SERVING AT ANY GIVEN TIME MUST BE A BISHOP OF ONE OF THE UNIVERSITY'S PATRONIZING CONFERENCES. PER THE BYLAWS OF SOUTHWESTERN UNIVERSITY, ANY CHANGE IN THE COMPOSITION OF THE BOARD OF TRUSTEES OR THE METHOD OF SELECTION FOR MEMBERSHIP ON THE BOARD SHALL BE CONFIRMED BY THE UNIVERSITY'S PATRONIZING CONFERENCES. THE TERM "PATRONIZING CONFERENCES" REFERS TO THE CONFERENCES OF THE UNITED METHODIST CHURCH THAT ELECT MEMBERS TO THE UNIVERSITY'S BOARD OF TRUSTEES, NAMELY THE CENTRAL TEXAS, NORTH TEXAS, NORTHWEST TEXAS, RIO TEXAS, AND TEXAS ANNUAL CONFERENCES.
FORM 990, PART VI, SECTION A, LINE 7B	ALL MATTERS REQUIRING CONFIRMATION OR ACTION BY THE PATRONIZING CONFERENCES SHALL BE ACCOMPLISHED AS FOLLOWS: (A) THE MATTERS SHALL BE SUBMITTED BY THE UNIVERSITY TO THE RESPECTIVE PATRONIZING CONFERENCES AT LEAST 90 DAYS PRIOR TO EACH PATRONIZING CONFERENCE'S NEXT ANNUAL SESSION. (B) REGARDING ELECTION OF CONFERENCE TRUSTEES, ELECTION SHALL BE ACCOMPLISHED UPON A MAJORITY VOTE AT THE RESPECTIVE CONFERENCE'S ANNUAL SESSION. (C) REGARDING MATTERS REQUIRING COLLECTIVE CONFIRMATION OF PATRONIZING CONFERENCES, CONFIRMATION SHALL BE ACCOMPLISHED UPON THE AFFIRMATIVE VOTE OF THREE-FIFTHS OF THE PATRONIZING CONFERENCES, WITH EACH PATRONIZING CONFERENCE HAVING ONE VOTE. (D) SHOULD ANY PATRONIZING CONFERENCE FAIL TO NOTIFY THE BOARD OF TRUSTEES OF ITS ACTION ON ANY MATTER REQUIRING CONFIRMATION OR ACTION WITHIN 30 DAYS FOLLOWING THE CLOSE OF ITS NEXT ANNUAL SESSION BEFORE WHICH THE MATTER WAS SUBMITTED BY THE UNIVERSITY, THE MATTER SHALL BE DEEMED ACTED UPON AFFIRMATIVELY OR CONFIRMED. (E) ACTIONS THAT REQUIRE CONFIRMATION BY THE PATRONIZING CONFERENCES SHALL BE SPECIFICALLY DESIGNATED IN THE CERTIFICATE OF FORMATION AND BYLAWS, AS APPLICABLE.
FORM 990, PART VI, SECTION B, LINE 11B	AN EXTERNAL ACCOUNTING FIRM REVIEWS THE COMPLETED RETURN PREPARED BY INTERNAL STAFF. THE ADMINISTRATION AND OTHER STAFF COMPLETE SUB-CERTIFICATION STATEMENTS ADDRESSING THEIR INDIVIDUAL AREAS OF RESPONSIBILITIES. THE COMPLETED RETURN IS REVIEWED BY THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION. THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION PRESENTS THE COMPLETED RETURN TO THE BOARD OF TRUSTEES AUDIT COMMITTEE, WHICH HAS OVERSIGHT RESPONSIBILITY FOR THE FORM 990. AFTER REVIEW BY THE AUDIT COMMITTEE, A COPY OF THE RETURN IS MADE AVAILABLE TO THE FULL BOARD OF TRUSTEES FOR THEIR REVIEW BEFORE FILING. BOARD MEMBERS REVIEW THE RETURN AND SEND A CONFIRMATION OF THEIR REVIEW. ANY COMMENTS ARE SUBMITTED IN WRITING TO THE AUDIT COMMITTEE/VP FOR FINANCE AND ADMINISTRATION. THE RETURN IS THEN FILED ELECTRONICALLY WITH THE IRS BY THE EXTERNAL TAX ACCOUNTING FIRM. ADDITIONALLY, THE UNIVERSITY'S EXTERNAL AUDITING FIRM REVIEWS THE PRIOR YEAR RETURN FOR COMPLETENESS AND ACCURACY RELEVANT TO THE SCOPE AND DUE DILIGENCE REQUIREMENTS OF THE AUDITING PROCESS, AND REPORTS ANY SIGNIFICANT OR MATERIAL WEAKNESSES NOTED TO THE BOARD OF TRUSTEES AUDIT COMMITTEE. THE AUDIT COMMITTEE HAS OVERSIGHT RESPONSIBILITY AND AUTHORITY TO ENSURE NOTED WEAKNESSES OR ERRORS ARE CORRECTED. THE AUDIT COMMITTEE REPORTS REGULARLY TO THE FULL BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 12C	THE BOARD OF TRUSTEES HAS DELEGATED ONGOING OVERSIGHT OF THE UNIVERSITY'S CONFLICT OF INTEREST POLICY TO THE BOARD OF TRUSTEES AUDIT COMMITTEE AS A PERMANENT DUTY OF THE AUDIT COMMITTEE'S CHARTER. THE AUDIT COMMITTEE IS RESPONSIBLE FOR PROPOSING CHANGES IN THE UNIVERSITY CONFLICT OF INTEREST POLICY TO THE FULL BOARD OF TRUSTEES, AND FOR MONITORING COMPLIANCE WITH THE POLICY APPROVED BY THE BOARD OF TRUSTEES. ALL MEMBERS OF THE BOARD OF TRUSTEES, BOARD COMMITTEE MEMBERS, OFFICERS, KEY EMPLOYEES, MEMBERS OF THE FINANCIAL AID OFFICE AND ALL PROFESSIONAL FINANCIAL ACCOUNTING STAFF ANNUALLY COMPLETE AND SUBMIT A QUESTIONNAIRE ON POSSIBLE CONFLICTS OF INTEREST AND INDEPENDENCE. EMPLOYEES OF THE UNIVERSITY OTHER THAN THE PRESIDENT SUBMIT CONFLICT OF INTEREST INFORMATION TO THE PRESIDENT. THE PRESIDENT DETERMINES IF AN ACTUAL CONFLICT OF INTEREST EXISTS AND DETERMINES THE APPROPRIATE MITIGATING ACTION. THE PRESIDENT REPORTS TO THE AUDIT COMMITTEE, ON AN ANNUAL BASIS, ALL IDENTIFIED POSSIBLE CONFLICTS OF INTEREST AND MITIGATING ACTIONS TAKEN. THE PRESIDENT AND THE MEMBERS OF THE BOARD OF TRUSTEES SUBMIT CONFLICT OF INTEREST AND INDEPENDENCE QUESTIONNAIRES TO THE BOARD OF TRUSTEES AUDIT COMMITTEE. THE AUDIT COMMITTEE IS RESPONSIBLE FOR REVIEWING THE SITUATION AND RECOMMENDING TO THE BOARD CHAIRMAN APPROPRIATE MITIGATING ACTIONS. IF IT IS DETERMINED THAT A CONFLICT EXISTS THEN THE CHAIR OF THE BOARD OF TRUSTEES OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OF TRUSTEES OR COMMITTEE SHALL DETERMINE WHETHER THE UNIVERSITY CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OF TRUSTEES OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE UNIVERSITY'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE UNIVERSITY AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. THE UNIVERSITY ALSO HAS A WHISTLE-BLOWER POLICY AND PROCESS UNDER THE OVERSIGHT AND AUTHORITY OF THE BOARD OF TRUSTEES AUDIT COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 15	THE BOARD OF TRUSTEES COMPENSATION COMMITTEE IS RESPONSIBLE FOR SETTING COMPENSATION FOR THE SENIOR STAFF OF THE UNIVERSITY. SENIOR STAFF INCLUDES THE PRESIDENT AND ALL VICE PRESIDENT-LEVEL STAFF. THE COMPENSATION COMMITTEE INCLUDES ONLY INDEPENDENT BOARD OF TRUSTEES MEMBERS AS VOTING MEMBERS. THE COMMITTEE COMPILES INDUSTRY-WIDE SALARY DATA AND OTHER EXTERNAL, OBJECTIVE DATA, TO DETERMINE THE APPROPRIATENESS OF COMPENSATION FOR EMPLOYEES UNDER ITS REVIEW. THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION IS RESPONSIBLE FOR COMPILING A COMPLETE LIST OF ALL COMPENSATION AND THE BUSINESS OFFICE PROVIDES THE PRESIDENT'S TAXABLE AND NON-TAXABLE FRINGE BENEFITS TO THE CHIEF OF STAFF, WHO PROVIDES THE INFORMATION TO THE COMMITTEE. THE COMPENSATION COMMITTEE REPORTS ON THE SALARY ADMINISTRATION PROCESS TO THE BOARD OF TRUSTEES ON AN ANNUAL BASIS FOR APPROVAL BY THE BOARD. FULL DISCLOSURE OF COMPENSATION IS REPORTED ON FORM 990 FOR FULL BOARD OF TRUSTEE REVIEW. ALL THE INFORMATION USED BY THE COMPENSATION COMMITTEE IS RETAINED IN THE HUMAN RESOURCE OFFICE.
FORM 990, PART VI, SECTION C, LINE 19	THE UNIVERSITY PUBLISHES ITS ARTICLES OF INCORPORATION AND/OR CERTIFICATE OF FORMATION, BYLAWS, CONFLICT OF INTEREST POLICY, INDEPENDENCE POLICY, THE MOST CURRENT THREE YEARS OF AUDITED FINANCIAL STATEMENTS, AND IRS FORMS 990 AND 990-T ON THE UNIVERSITY WEBSITE. THE INFORMATION MAY BE ACCESSED AT: HTTP://WWW.SOUTHWESTERN.EDU/BUSINESS-OFFICE/BUDGET-FINANCE/.
FORM 990, PART XI, LINE 9:	CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 315,088. POST-RETIREMENT RELATED CHANGES 267,658.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHWESTERN FOUNDATION	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1001 EAST UNIVERSITY AVENUE	AddressLine1Txt
City	GEORGETOWN	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78626	ZIPCd

Field	Value	IRS element (for citing)
EIN	742736740	EIN
Primary Activities	HOLD AND MANAGE REAL PROPERTY FOR UNIVERSITY	PrimaryActivitiesTxt
Legal Domicile State	TX	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	LINE 12A, I	PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHWESTERN UNIVERSITY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Controlled Organization	Yes (1)	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHWESTERN FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	O	TransactionTypeTxt
Involved	$1,216,471	InvolvedAmt
Method Of Amount Determination	GROSS WAGES	MethodOfAmountDeterminationTxt