2022-04-14T08:39:11-05:00 2021-05-31 ERNST & YOUNG US LLP 425 HOUSTON ST STE 600 FORT WORTH TX 76102 990 2020-06-01 741109661 University of the Incarnate Word % DR DARRELL HAYDON - UIW UNIV 2108296037 4301 BROADWAYCPO 315 SAN ANTONIO TX 782096318 DR DARRELL HAYDON CFO/VP ADMIN SRVCS 2108296004 2022-04-07 true Darrell Haydon 999009999 MELVA SCOTT P01207335 8173351900 3 2020 2022-09-23 18:48:47Z EVANS DR THOMAS M SAME AS C ABOVE SAN ANTONIO TX 782096318 366867901 false 0928 X WWW.UIW.EDU X 1881 TX SEE SCHEDULE O. 20 19 2805 810 -202940 0 21244097 20726512 233610915 239099715 1088826 20719970 3058232 2716688 259002070 283262885 76515867 80819315 0 0 109190740 105103518 0 0 931689 68104623 63130893 253811230 249053726 5190840 34209159 487005002 543125933 167173927 178198375 319831075 364927558 X THE UNIVERSITY IS COMMITTED TO EDUCATIONAL EXCELLENCE IN A CONTEXT OF FAITH IN JESUS CHRIST, THE INCARNATE WORD OF GOD. THUS, THROUGH A LIBERAL EDUCATION, THE UNIVERSITY CULTIVATES THE DEVELOPMENT OF THE WHOLE PERSON AND VALUES OF LIFE-LONG LEARNING. TO THAT END, FACULTY AND 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. false false 87436708 0 225904269 HIGHER EDUCATION: INSTRUCTION: SERVICES UNDERGRADUATE AND GRADUATE STUDENTS IN SAN ANTONIO AND SOUTH TEXAS AND RELATED ACADEMIC SUPPORT, RESEARCH AND PUBLIC SERVICE. 80819315 80819315 0 HIGHER EDUCATION: SCHOLARSHIPS AND FELLOWSHIPS: FINANCIAL AID FOR STUDENTS. 19765956 0 6007821 HIGHER EDUCATION: STUDENT SERVICES: ENROLLMENT SERVICES, REGISTRAR, ATHLETICS, HEALTH SERVICES AND COUNSELING. 9192220 0 9372116 HIGHER ED.: AUX. ENTERPRSIES: DORM & FOOD SVCS. 9192220 0 9372116 197214199 true true false false false false false true false true true false 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 178 0 true 2805 true true true false false false false true true true 9 false false false false false X 20 19 false false false false true true true true true false false false true true true false true true true false X DR DARRELL HAYDON - UIW 2108296004 4301 BROADWAY CPO 319 SAN ANTONIO TX 782096318 EVANS DR THOMAS M TRUSTEE/PRES/CEO/EX OFFICIO 38.55 1.45 X X 879140 0 79965 AGNESE JR DR LOUIS FMR TRUSTEE/PRESIDENT EMERITUS 0.0 0.0 X 860004 0 0 PHILLIPS-MADSON DR ROBYN L FOUNDING DEAN 39.75 0.25 X 352923 0 29029 ESCAMILLA CYNTHIA VP LEGAL AFF/GENERAL COUNSEL 40.0 0.0 X 321856 0 30447 PORTER DR CYNDI 9-10 Month Faculty 40.0 0.0 X 279500 0 31821 ARANDA-NARANJO BARBARA PROVOST 39.75 0.25 X 278057 0 20694 JURENOVICH DR DAVID SENIOR PHILANTHROPIC ADVISOR 39.75 0.25 X 228766 0 62491 FRAGOSO MARCOS VP INTERNATIONAL AFFAIRS 14.9 25.1 X 257114 0 32857 SANDERLIN BRENT ASSOC. DEAN, CLINICAL AFFAIRS 40.0 0.0 X 247177 0 39553 WINGERT DR TIMOTHY DEAN, SCHOOL OF OPTOMETRY 40.0 0.0 X 254103 0 21957 LARKIN MICHAEL Chief Dev Off/VP, Ext Affairs 40.0 0.0 X 243968 0 24390 HAYDON DARRELL CFO & VP ADMIN SERVICES 34.75 5.25 X 224348 0 25557 ENDSLEY DOUGLAS B VP BUSINESS AND FINANCE 35.5 4.5 X 212951 0 20186 GALLEGOS CHRIS VP, DEV & UNIV RELATIONS 40.0 0.0 X 209798 0 22824 GARZA DAVID E Medical Clinic & Clerkship Dir 40.0 0.0 X 224446 0 7388 NADEAU DR JULIE W-END 521 FACULTY SENATE/EX OFFICIO 40.0 0.0 X 87611 0 7749 BECKENDORF J SCOTT TRUSTEE/TREASURER 1.5 0.0 X X 0 0 0 CABALLERO EDUARDO MD TRUSTEE 1.0 0.0 X 0 0 0 CLARKE SR BRIGID MARIE TRUSTEE 1.0 0.0 X 0 0 0 DULLE CATHERINE TRUSTEE 1.0 0.0 X 0 0 0 FEIK JR JOHN W TRUSTEE 1.0 0.0 X 0 0 0 GALINDO IRAIDA AIMEE-END 521 SGA PRESIDENT/EX OFFICIO 1.0 0.0 X 0 0 0 GOUDGE SUZANNE - END 521 TRUSTEE/VICE CHAIRMAN 1.5 0.0 X X 0 0 0 HINOJOSA RICARDO TRUSTEE 1.0 0.0 X 0 0 0 HOLT PETER JOHN TRUSTEE 1.0 0.0 X 0 0 0 JOERIS GARY TRUSTEE 1.0 0.0 X 0 0 0 LEWIS III JACK TRUSTEE/CHAIRMAN 2.0 0.0 X X 0 0 0 MARTINEZ SR MARICELA AGUILAR TRUSTEE - END 12/20 1.0 0.0 X 0 0 0 MAYA SR TERESA YOLANDA TRUSTEE/SECRETARY/EX OFFICIO 1.5 0.0 X X 0 0 0 MCGRATH SR THERESA TRUSTEE - FROM 1/20 1.0 0.0 X 0 0 0 PADRON MARTIN - END 521 UIW ALUMNI ASSC PRES/EX OFF 1.0 0.0 X 0 0 0 PAPE SUSAN TRUSTEE 1.0 0.0 X 0 0 0 RASCO TODD BURTON TRUSTEE 1.0 0.0 X 0 0 0 RODRIGUEZ SR LETICIA DEJESUS TRUSTEE 1.0 0.0 X 0 0 0 ROSENTHAL BOBBY TRUSTEE 1.0 0.0 X 0 0 0 SADAU ERNIE TRUSTEE 1.0 0.0 X 0 0 0 SHOWN BILL TRUSTEE 1.0 0.0 X 0 0 0 SNYDER SR MARGARET TRUSTEE - END 5/21 1.0 0.0 X 0 0 0 STANLEY SR TERESA TRUSTEE - END 5/21 1.0 0.0 X 0 0 0 TAYLOR Dr IVY TRUSTEE 1.0 0.0 X 0 0 0 TREVINIO JUDY TRUSTEE - END 3/21 1.0 0.0 X 0 0 0 WELLS DR KENNETH D TRUSTEE 1.0 0.0 X 0 0 0 5161762 0 456908 233 true true false SODEXO INC AFFILIATES 4301 BROADWAY SAN ANTONIO TX 782096318 FOOD SERVICE 4848199 ARAMARK FACILITY SERVICES USAA Bldg C-S-W SAN ANTONIO TX 782880001 CUSTODIAL SERVICES 2438774 EAB 2445 M ST NW WASHINGTON DC 200371435 MARKETING 1941243 ALLIED UNIVERSAL SECURITY SERVICES 3606 HORIZON DR KING OF PRUSSIA PA 194064701 SECURITY SERVICES 1250992 GROUP BUILDING MAINTENANCE INC 4285 GATECREST SAN ANTONIO TX 782174807 MAINTENANCE 961416 36 910 337961 16796867 3590774 2659009 20726512 TUITION AND FEES 611710 225904269 225904269 0 0 HOUSING 611710 5329684 5329684 0 0 FOOD SERVICE 611710 4042432 4042432 0 0 ATHLETICS REVENUE 611710 1970326 1970326 0 0 CLINIC REVENUE 611710 1674540 1674540 0 0 178464 178464 0 0 239099715 2890043 2890043 0 0 671714 223927 447787 0 447787 -219165 666952 101150292 83320365 17829927 17829927 17829927 128909 337961 60724 68185 68185 0 0 0 0 0 0 CHARGES PENALTIES AND FEE 611710 878251 878251 0 0 RETENTION CREDIT 611710 349206 349206 0 0 PARKING REVENUE 611710 192081 192081 0 0 781178 764953 16225 0 2200716 283262885 241284206 -202940 21455107 0 0 80819315 80819315 0 0 0 0 2966934 0 2966934 0 0 0 0 0 86190405 70534432 14966600 689373 5374434 4300091 1022136 52207 4048987 3807765 192439 48783 6522758 5390835 1083980 47943 3617 3328 289 0 141054 0 141054 0 635866 0 635866 0 0 0 0 0 0 0 0 0 0 0 11512721 4002998 7482118 27605 1816433 508500 1307169 764 14900422 10048476 4805766 46180 6004308 3009767 2991979 2562 0 0 0 0 8496568 1903526 6593042 0 1220317 919140 300957 220 0 0 0 0 243991 205927 35751 2313 2198825 1649119 549706 0 0 0 0 0 8685586 6514189 2171397 0 1491480 400096 1091384 0 BAD DEBT EXPENSES 1018239 82912 935327 0 IN-KIND GIFT EXPENSE 879150 0 874150 5000 ROOM AND BOARD WAIVER 614049 614049 0 0 INSTITUTIONAL MEMBERSHIPS 513256 270107 243149 0 2755011 2229627 516645 8739 249053726 197214199 50907838 931689 0 -8632701 -345029 62730067 67766891 7311468 3200042 21481065 24814391 0 0 0 0 2765379 2468654 231706 232006 2903900 2155235 399515489 99241723 284916503 300273766 96753571 123866736 14491095 17311757 0 0 0 0 2052949 1381484 487005002 543125933 15648992 18786922 2287181 2289654 17866622 18498856 76256973 72155057 0 0 0 0 0 0 45867156 45935006 9247003 20532880 167173927 178198375 X 256542199 282816871 63288876 82110687 319831075 364927558 487005002 543125933 X 34209159 11741554 0 0 0 -854230 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X true 148348388 203929 33475955 1033872 4500452 330061 176163887 143137804 6562176 6175594 3798528 3405986 322672 148348388 142511455 4621924 340306 753000 3280185 302696 143137804 132027126 2718173 11217911 599857 2579873 272025 142511455 124113647 797269 13336336 679987 5284093 256046 132027126 0.63600 0.16750 0.19650 true false 43684544 43684544 289535333 64856103 224679230 32628497 26708295 5920202 33667115 7677325 25989790 300273766 0 Leases 16922670 Due to TIGMER 2064363 Deposits 1014753 Amounts held on behalf of others 468928 Due to IWEF 62166 20532880 X SCHEDULE D, PART III, LINE 1A 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 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 USE 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 UIW CONSOLIDATED FINANCIAL STATEMENTS - ASC740 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 2021 OR 2020. 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, 2021, 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 OF THE INCARNATE WORD HAS PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY TOWARD STUDENTS VIA PROMOTIONAL ACTIVITIES ON TV, MAGAZINES, NEWSPAPERS, AND BILLBOARDS. SCHEDULE E, PART I, LINE 6A Assistance Governmental Agency THE UNIVERSITY RECEIVES FEDERAL AND STATE GRANT FUNDS FOR FINACIAL ASSISTANCE FOR STUDENTS AND OTHER EDUCATIONAL PURPOSES. Central America and the Caribbean Program services RESEARCH TRIP 831 East Asia and the Pacific Program services Study Abroad 6000 East Asia and the Pacific Program services Subscription 3000 East Asia and the Pacific Program services Conference 50 Europe (Including Iceland and Greenland) Program services Subscription 24775 Europe (Including Iceland and Greenland) Program services Equipment 15000 Europe (Including Iceland and Greenland) Program services Int'l Initiatives 9128 Europe (Including Iceland and Greenland) Program services Study Abroad 7000 Europe (Including Iceland and Greenland) Program services Student Recruitment 5300 Europe (Including Iceland and Greenland) Program services Startup Challenge 2000 Middle East and North Africa Program services Online Teaching 20415 North America Program services Int'l Initiatives 93179 North America Program services Subscription 10000 North America Program services Equipment 9753 North America Program services Online Teaching 6423 North America Program services Startup Challenge 5000 North America Program services Study Abroad 3700 North America Program services Student Recruitment 3204 South Asia Program services Student Recruitment 1806 South America Program services Student Recruitment 1000 221554 6010 227564 false false false false false true SCHEDULE F, PART I, LINE 3, COLUMN (F) Accounting Method ACCRUAL METHOD OF ACCOUNTING. Swing In 425389 305727 119662 500 1861 250 45442 Baseball Fundra 33066 24801 8265 5880 3493 2816 1 8415 7433 982 482 466870 337961 128909 6380 5354 250 48740 60724 68185 true FACULTY/STAFF DEPENDENT WAIVERS 197 4594120 SCHOLARSHIPS, GRANTS, AND DISCOUNTS 6768 76225195 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 true false false false false false false false false AGNESE JR DR LOUIS FMR TRUSTEE/PRESIDENT EMERITUS 0 0 0 0 860004 0 0 0 0 0 860004 0 860004 0 EVANS DR THOMAS M TRUSTEE/PRES/CEO/EX OFFICIO 631574 0 100132 0 147434 0 19950 0 60015 0 959105 0 0 0 ESCAMILLA CYNTHIA VP LEGAL AFF/GENERAL COUNSEL 261874 0 4132 0 55850 0 19950 0 10497 0 352303 0 0 0 ARANDA-NARANJO BARBARA PROVOST 258175 0 10132 0 9750 0 18550 0 2144 0 298751 0 0 0 FRAGOSO MARCOS VP INTERNATIONAL AFFAIRS 224257 0 10132 0 22725 0 18025 0 14832 0 289971 0 0 0 LARKIN MICHAEL Chief Dev Off/VP, Ext Affairs 212757 0 4132 0 27079 0 16984 0 7406 0 268358 0 0 0 HAYDON DARRELL CFO & VP ADMIN SERVICES 178521 0 5132 0 40695 0 14875 0 10682 0 249905 0 0 0 ENDSLEY DOUGLAS B VP BUSINESS AND FINANCE 150547 0 10000 0 52404 0 14359 0 5827 0 233137 0 0 0 PHILLIPS-MADSON DR ROBYN L FOUNDING DEAN 325108 0 132 0 27683 0 19950 0 9079 0 381952 0 0 0 PORTER DR CYNDI 9-10 Month Faculty 254618 0 4132 0 20750 0 19759 0 12062 0 311321 0 0 0 WINGERT DR TIMOTHY DEAN, SCHOOL OF OPTOMETRY 227970 0 132 0 26001 0 17680 0 4277 0 276060 0 0 0 SANDERLIN BRENT ASSOC. DEAN, CLINICAL AFFAIRS 237350 0 132 0 9695 0 18423 0 21130 0 286730 0 0 0 GARZA DAVID E Medical Clinic & Clerkship Dir 224314 0 132 0 0 0 0 0 7388 0 231834 0 0 0 GALLEGOS CHRIS VP, DEV & UNIV RELATIONS 185990 0 4131 0 19677 0 14700 0 8124 0 232622 0 0 0 JURENOVICH DR DAVID SENIOR PHILANTHROPIC ADVISOR 192237 0 4132 0 32397 0 16885 0 45606 0 291257 0 0 0 SCHEDULE J, PART I, LINE 1A A MONTHLY HOUSING ALLOWANCE TOTALING $75,000 PER YEAR IS PROVIDED TO DR. THOMAS M. EVANS, PRESIDENT. DUES OF $2,760 WERE PAID TO PRIVATE DINING CLUBS DURING 2020 FOR THE PRESIDENT OF THE UNIVERSITY TO CONDUCT BUSINESS. THESE BENEFITS WERE INCLUDED AS TAXABLE COMPENSATION ON HIS FORM W-2. SCHEDULE J, PART I, LINE 4A SEVERANCE PAYMENT DR. LOUIS J. AGNESE, JR., THE FORMER PRESIDENT OF UIW, RETIRED ON DECEMBER 31, 2016, AFTER 31 YEARS OF SERVICE. AS PART OF HIS RETIREMENT PACKAGE, HE WAS NAMED PRESIDENT EMERITUS. HE RECEIVED A SEVERANCE PAYMENT OF $860,004 DURING THE YEAR. SCHEDULE J, PART II SISTER KATHLEEN COUGHLIN, SENIOR ADVISOR TO THE PRESIDENT FOR SPECIAL GIFTS AND SPONSORED MINISTRIES AND SISTER WALTER MAHER, VP FOR MISSION & MINISTRY ARE NOT LISTED AS KEY EMPLOYEES ON PART VII OR SCHEDULE J PART II SINCE THERE ARE NO TAXABLE WAGES REPORTED ON FORM W-2 FOR THEM. THEIR COMPENSATION IS PAID DIRECTLY TO THE RELIGIOUS CONGREGATION AND NOT TO THEM INDIVIDUALLY SINCE THEY TOOK A VOW OF POVERTY. HOWEVER, FOR INFORMATIONAL PURPOSES, COMPENSATION PAID FROM THE ORGANIZATION ON BEHALF OF SISTER COUGHLIN WAS $285,972, AND SHE RECEIVED NON-TAXABLE INSURANCE BENEFITS OF $9,925. COMPENSATION PAID FROM THE ORGANIZATION ON BEHALF OF SISTER MAHER WAS $132,628 AND SHE RECEIVED NON-TAXABLE INSURANCE BENEFITS OF $5,782. A OLMOS PARK TEXAS (SEE PART VI) 521830729 681139AV3 2012-11-28 75716935 SEE PART VI false false false B CITY OF SAN ANTONIO (SEE PART VI) 521351505 2016-10-01 30000000 SEE PART VI false false false A 25905000 0 75718247 0 0 0 802542 0 0 29679439 45236266 0 2014 true false true true B 1360000 0 30000000 0 0 0 191868 0 0 29808132 0 0 2016 false false true true A false true true false false 0.00000 0.00000 0.00000 false false 0.00000 false true B false true true false false 0 false false false true A false false false true false false 0 false 0 false true B false false false true true false 0 false 0 false true A true B true PART I, LINES A AND B COL (A) - BOND ISSUER NAME LINE A - THE FULL NAME OF THE ISSUER FOR THE SERIES 2012 BONDS IS OLMOS PARK, TEXAS (CITY OF) HIGHER EDUCATION FACILITIES CORPORATION. LINE B - THE FULL NAME OF THE ISSUER FOR THE SERIES 2016 DIRECT LOAN IS THE CITY OF SAN ANTONIO, TEXAS EDUCATION FACILITIES CORPORATION. PART I, LINEs A AND B COL(F) - DESCRIPTION OF PURPOSE FOR BOND ISSUES LINE A - THE SERIES 2012 BONDS WERE ISSUED FOR THE PURPOSE OF FINANCING THE ACQUISITION, CONSTRUCTION, RECONSTRUCTION, RENOVATION, INSTALLATION, IMPROVEMENT, AND EXPANSION OF CERTAIN EDUCATIONAL AND HOUSING FACILITIES, AS WELL AS FOR REFUNDING THE SERIES 2007 AND 2008 BONDS IN THE ENTIRETY WHICH WERE ISSUED ON 05/02/2007 AND 05/01/2008, RESPECTIVELY. LINE B - THE SERIES 2016 DIRECT LOAN WAS ISSUED TO RENOVATE AND EQUIP EXISTING BUILDINGS AND CONSTRUCT AND EQUIP NEW BUILDINGS FOR A NEW MEDICAL SCHOOL TO BE LOCATED AT BROOKS CITY BASE IN SAN ANTONIO, TEXAS, AND TO CONSTRUCT AND EQUIP A NEW STUDENT ENGAGEMENT CENTER AT THE UNIVERSITY'S MAIN CAMPUS IN ORDER TO REPLACE ITS CURRENT STUDENT CENTER FACILITY. PART II, PROCEEDS FOR THE SERIES 2012 BONDS, INVESTMENT EARNINGS OF $1,312 ACCOUNT FOR THE DIFFERENCE BETWEEN THE ISSUE PRICE REPORTED ON PART I, LINE A, COLUMN (E) AND TOTAL PROCEEDS REPORTED PART II, LINE 3, COLUMN A. 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. PART IV, LINE 2C - NO REBATE DUE THE REBATE COMPUTATION WAS PERFORMED ON MAY 31, 2021. NO REBATE WAS DUE. JOERIS GARY TRUSTEE 341760 General Contractor false X 8 5749 FAIR MARKET VALUE X 35 FAIR MARKET VALUE X 10132 FAIR MARKET VALUE X 9 1779018 FAIR MARKET VALUE X 12 5425 FAIR MARKET VALUE X 33 4581 FAIR MARKET VALUE X 11 759175 FAIR MARKET VALUE X SPORTS AND ENTERTAIN 60 45869 FAIR MARKET VALUE X Gift Certificates 83 30989 FAIR MARKET VALUE X Hotel Stays 13 12086 FAIR MARKET VALUE X Inclusive Trips 1 5950 FAIR MARKET VALUE false true false SCHEDULE M, PART I, COLUMN (B) THE UNIVERSITY IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). FORM 990, PART I, LINE 1 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. FORM 990, PART V, LINE 2A 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, SECTION A, LINE 6 DESCRIPTION OF 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, SECTION A, LINE 7A DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS FINAL CONFIRMATION OF THE APPOINTMENT OF TRUSTEES COMPRISING THE BOARD SHALL BE APPROVED BY THE CORPORATE MEMBER. FORM 990, PART VI, SECTION A, LINE 7B CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS 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, SECTION B, LINE 11B DESCRIBE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 THE ASSOCIATE VICE PRESIDENT FOR BUSINESS & FINANCE AND COMPTROLLER PERFORMS A DETAILED REVIEW OF THE DRAFT OF THE FORM 990 INCLUDING SUPPORTING DOCUMENTATION. THE FINAL FORM 990 IS DISTRIBUTED ELECTRONICALLY TO THE PRESIDENT, VICE PRESIDENT FOR BUSINESS AND FINANCE, AND BOARD OF TRUSTEES WITH THE OPPORTUNITY FOR THEM TO ASK QUESTIONS AND PROVIDE FEEDBACK. FORM 990, PART VI, SECTION B, LINE 12C DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST 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, SECTION B, LINE 15 OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN 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, SECTION C, LINE 19 PROCESS FOR MAKING DOCUMENTS AVAILABLE TO THE PUBLIC DOCUMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets ($825,774) Transfer to St. Anthony Catholic High School ($ 28,456) Transfer to Texas Institute for Graduate Medical Education & Research ---------- ($854,230) Total Other Changes in Net Assets 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, 2021 WAS $325,075 AND $49,818, RESPECTIVELY. 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) 12A-I UIW true UIW INTERNATIONAL INC 4301 BROADWAY CPO 315 SAN ANTONIO TX 78209 743012580 SUPPORT ORG. TX 501(c)(3) 12A-I UIW true UNIVERSIDAD LICEO CERVANTINO CARRETERA PANAMERICANA 6553 IRAPAUTO MX EDUCATION MX 501(c)(3) 2 UIW INT'L false TEXAS INSTITUTE FOR GRADUATE MEDICAL ED 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 false false UIW INTERNATIONAL INC d 12061091 CASH UIW INTERNATIONAL INC d 900000 CASH ST ANTHONY CATHOLIC HIGH SCHOOL k 135000 CASH SCHEDULE R, PART VII 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.