UNIVERSITY OF THE INCARNATE WORD: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF THE INCARNATE WORD (EIN 74-1109661)
- Tax period
- 2016-06-01 to 2017-05-31
- Filed
- 2018-04-17
- IRS object ID
- 201831079349301603
- Schema version
- 2016v3.1
- 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 C
- 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 | 2018-04-17T19:14:10-05:00 | ReturnTs |
| Tax Period End | 2017-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 HOUSTON STREET SUITE 600 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741109661 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University Of the Incarnate Word | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % UNIV OF THE INCARNATE WORD | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 2108296037 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4301 Broadway | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782096318 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDITH T COGDELL | PersonNm |
| Person Title | Assoc Vice President | PersonTitleTxt |
| Phone | 2108296037 | PhoneNum |
| Signature | 2018-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELVA SCOTT | PreparerPersonNm |
| PTIN | P01207335 | PTIN |
| Phone | 8173351900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.186.122.249 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 35057220181075000023 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-04-17 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E6C94AAA21123A1BE2C23070E95E8CE1521AA8AB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0FD3178183619286035AA06C9BAA1B15F55AB8A5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Doyle Dr Denise J | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4301 BROADWAY | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782096318 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $281,990,327 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.uiw.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1881 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | The University is committed to educational excellence in a context of faith in Jesus Christ, the Incarnate Word of God. It promotes life long learning and fosters the development of the whole person. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 3009 | TotalEmployeeCnt |
| Total Volunteers | 950 | TotalVolunteersCnt |
| Total Gross UBI | -$173,782 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$173,782 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,381,415 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,182,559 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $213,101,254 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $224,115,642 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,645,357 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,682,709 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,616,502 | PYOtherRevenueAmt |
| CY Other Revenue | $5,748,304 | CYOtherRevenueAmt |
| PY Total Revenue | $235,744,528 | PYTotalRevenueAmt |
| CY Total Revenue | $243,729,214 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $66,770,342 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $73,175,520 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $89,658,604 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $102,123,815 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,689,664 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $63,312,975 | PYOtherExpensesAmt |
| CY Other Expenses | $68,724,030 | CYOtherExpensesAmt |
| PY Total Expenses | $219,741,921 | PYTotalExpensesAmt |
| CY Total Expenses | $244,023,365 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $16,002,607 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$294,151 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $435,269,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $456,403,311 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $160,696,031 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $191,103,594 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $274,573,373 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $265,299,717 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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 COMMUNCATION 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $84,683,487 | ExpenseAmt |
| Revenue | $208,406,750 | RevenueAmt |
| Desc | Higher education: Instruction: Services undergraduate and graduate students in San Antonio and South Texas and related academic support, research and public service. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $73,175,520 | ExpenseAmt |
| Grant | $73,175,520 | GrantAmt |
| Desc | Higher education: Scholarships and fellowships: financial aid for students. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $19,442,517 | ExpenseAmt |
| Revenue | $2,627,293 | RevenueAmt |
| Desc | Higher education: Student Services: Enrollment services, registrar, athletics, health services and counseling. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $10,104,621 | $13,081,599 | Higher education: auxiliary enterprises: |
| Dorm and food service costs serve UIW students |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $10,104,621 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $13,081,599 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $187,406,145 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 380 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3009 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UNIV OF THE INCARNATE WORD | PersonNm |
| Phone | 2108296037 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4301 BROADWAY | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (51 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 |
|---|---|---|---|---|---|---|---|---|---|
| AGNESE JR DR LOUIS | |||||||||
| Trustee & Pres/CEO until 12/16 | 37.5 | 2.5 | Yes (X) | Yes (X) | $988,377 | $0 | $5,535,544 | ||
| Doyle Dr Denise J | |||||||||
| Trus/Acting Pres/CEO from 8/16 | 37.5 | 2.5 | Yes (X) | Yes (X) | $65,236 | $0 | $4,964 | ||
| AMATO CHARLES | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANCIRA ERNESTO | |||||||||
| TRUSTEE until 10/16 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BECKENDORF SCOTT | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BELZ MICHAEL | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BENSON GAYLE | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BEUCLER MICHAEL | |||||||||
| TRUSTEE UNTIL 8/16 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Bloodworth Jacob | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Cheever Goudge Suzanne | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Clarke Sr Brigid Marie | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Curiel Sr Martha Estela Pere | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Dulle Catherine | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Edwards Veronica | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Feik John | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Gold-Williams Paula | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Henry Gary | |||||||||
| Trustee and Vice-Chairman | 1.5 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Henry Sr mary C | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Herron Winell | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Hinojosa Ricardo | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ibarra Kimberly | |||||||||
| Trustee until 6/16 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joeris gary | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kudla nancy | |||||||||
| trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Leos Edward | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Lewis III Jack | |||||||||
| Trustee and treasurer | 1.5 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Lutz III Charles D | |||||||||
| Trustee and chairman | 2.0 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Martinez Sr Maricela Aguilar | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Maya Sr Teresa Yolanda | |||||||||
| Trustee and secretary | 1.5 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| mcdonald sr rose ann | |||||||||
| trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| miller john k | |||||||||
| trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| nava carmen | |||||||||
| trustee until 10/16 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| pape susan | |||||||||
| trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| parker dr ramona | |||||||||
| trustee and faculty senate | 40.0 | 0.0 | Yes (X) | $131,893 | $0 | $15,901 | |||
| peveto john | |||||||||
| trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| rosenthal bobby | |||||||||
| trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| schlosberg iii richard t | |||||||||
| trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| stanley sr teresa | |||||||||
| trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| tarango sr yolanda | |||||||||
| trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| endsley douglas b | |||||||||
| vp for business and finance | 33.5 | 6.5 | $333,600 | $0 | $45,592 | Yes (X) | |||
| jurenovich dr david | |||||||||
| vp enrollment mgmt & stud.ser | 39.75 | 0.25 | $262,743 | $0 | $31,966 | Yes (X) | |||
| porter dr cyndi | |||||||||
| vp extended academic programs | 40.0 | 0.0 | $245,520 | $0 | $28,364 | Yes (X) | |||
| coughlin sr kathleen | |||||||||
| vp institutional advancement | 40.0 | 0.0 | $0 | $0 | $6,461 | Yes (X) | |||
| light dr kathleen | |||||||||
| provost | 40.0 | 0.0 | $227,520 | $0 | $28,500 | Yes (X) | |||
| escamilia cynthia | |||||||||
| general counsel | 40.0 | 0.0 | $205,502 | $0 | $19,086 | Yes (X) | |||
| bazley Lisa M | |||||||||
| vp information resources | 40.0 | 0.0 | $191,074 | $0 | $19,306 | Yes (X) | |||
| fragoso marcos | |||||||||
| vp international programs | 30.0 | 10.0 | $160,433 | $0 | $26,409 | Yes (X) | |||
| phillips-madson dr robyn l | |||||||||
| dean school of medicine | 39.75 | 0.25 | $334,274 | $0 | $25,581 | Yes (X) | |||
| jednak-bell dr corinne e | |||||||||
| assoc dean for clinical admin | 39.9 | 0.1 | $252,318 | $0 | $34,228 | Yes (X) | |||
| mohr dr thomas j | |||||||||
| assoc dean for graduate medica | 30.0 | 10.0 | $250,778 | $0 | $38,149 | Yes (X) | |||
| wingert dr timothy | |||||||||
| dean school of optometry | 40.0 | 0.0 | $240,646 | $0 | $19,086 | Yes (X) | |||
| johnson-fannin dr arcelia | |||||||||
| dean school of pharmacy | 40.0 | 0.0 | $233,981 | $0 | $23,644 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,123,895 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,902,781 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 166 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JOERIS GENERAL CONTRACTORS LTD | |||||
| 823 ARION Pkwy | SAN ANTONIO | TX | 78216 | Construction Service | $32,750,653 |
| SODEXO INC AFFILIATES | |||||
| 4301 BROADWAY ST | SAN ANTONIO | TX | 782096318 | FOOD SERVICE | $6,744,116 |
| ARAMARK FACILITY SERVICES | |||||
| USAA BLDG C-S-W | SAN ANTONIO | TX | 782880001 | CUSTODIAL SERVICE | $2,007,416 |
| McChesneyBianco Architecture | |||||
| 315 Ninth St Ste 1 | SAN ANTONIO | TX | 78215 | Architectural | $920,915 |
| Allied Universal Security Services | |||||
| 3606 Horizon Dr | KING OF PRUSSIA | PA | 19406 | security service | $797,567 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 36 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $95,322 | MembershipDuesAmt |
| Fundraising | $507,050 | FundraisingAmt |
| Related Organizations | $2,100 | RelatedOrganizationsAmt |
| Government Grants | $5,608,639 | GovernmentGrantsAmt |
| All Other Contributions | $1,969,448 | AllOtherContributionsAmt |
| Noncash Contributions | $306,150 | NoncashContributionsAmt |
| Total Contributions | $8,182,559 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $208,406,750 | $208,406,750 |
| HOUSING | 611710 | $8,249,168 | $8,249,168 |
| FOOD SERVICE | 611710 | $4,832,431 | $4,832,431 |
| OPTOMETRY CLINIC REVENUE | 611710 | $1,346,593 | $1,346,593 |
| ATHLETICS REVENUE | 611710 | $1,131,691 | $1,131,691 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $149,009 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $149,009 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $224,115,642 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,997,473 | TotalRevenueColumnAmt |
| Exclusion | $2,997,473 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $415,434 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,359,205 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$943,771 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$943,771 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$174,169 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$769,602 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,515,112 | SecuritiesAmt |
| Other | $8,879,383 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,573,261 | SecuritiesAmt |
| Other | $6,135,998 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$58,149 | SecuritiesAmt |
| Other | $2,743,385 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,685,236 | TotalRevenueColumnAmt |
| Exclusion | $2,685,236 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $242,430 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $507,050 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $192,649 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,781 | TotalRevenueColumnAmt |
| Exclusion | $49,781 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| INSURANCE PROCEEDS | 611710 | $3,310,029 | $3,310,029 | |
| CHARGES PENALTIES AND FEES | 611710 | $914,610 | $914,610 | |
| INTERNATIONAL PROGRAMS | 611710 | $803,723 | $803,723 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,613,932 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,613,545 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $387 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,642,294 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $243,729,214 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $227,447,520 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$173,782 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,272,917 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,175,520 | TotalAmt |
| Program Services | $73,175,520 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,092,598 | TotalAmt |
| Program Services | $194,659 | ProgramServicesAmt |
| Management And General | $7,638,363 | ManagementAndGeneralAmt |
| Fundraising | $259,576 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,688,347 | TotalAmt |
| Program Services | $64,002,207 | ProgramServicesAmt |
| Management And General | $13,829,625 | ManagementAndGeneralAmt |
| Fundraising | $856,515 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,679,671 | TotalAmt |
| Program Services | $3,679,830 | ProgramServicesAmt |
| Management And General | $939,087 | ManagementAndGeneralAmt |
| Fundraising | $60,754 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,823,295 | TotalAmt |
| Program Services | $3,513,309 | ProgramServicesAmt |
| Management And General | $1,236,839 | ManagementAndGeneralAmt |
| Fundraising | $73,147 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,839,904 | TotalAmt |
| Program Services | $4,800,508 | ProgramServicesAmt |
| Management And General | $977,307 | ManagementAndGeneralAmt |
| Fundraising | $62,089 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,879 | TotalAmt |
| Management And General | $52,879 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,658 | TotalAmt |
| Management And General | $314,658 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,794 | TotalAmt |
| Management And General | $583,794 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,240 | TotalAmt |
| Management And General | $60,240 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,902,997 | TotalAmt |
| Program Services | $2,963,771 | ProgramServicesAmt |
| Management And General | $3,859,790 | ManagementAndGeneralAmt |
| Fundraising | $79,436 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,537,034 | TotalAmt |
| Program Services | $937,424 | ProgramServicesAmt |
| Management And General | $1,599,610 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,437,105 | TotalAmt |
| Program Services | $10,848,937 | ProgramServicesAmt |
| Management And General | $6,520,641 | ManagementAndGeneralAmt |
| Fundraising | $67,527 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,782,580 | TotalAmt |
| Program Services | $3,217,744 | ProgramServicesAmt |
| Management And General | $6,557,599 | ManagementAndGeneralAmt |
| Fundraising | $7,237 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,226,225 | TotalAmt |
| Program Services | $2,042,929 | ProgramServicesAmt |
| Management And General | $4,183,035 | ManagementAndGeneralAmt |
| Fundraising | $261 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,763,013 | TotalAmt |
| Program Services | $3,156,976 | ProgramServicesAmt |
| Management And General | $582,051 | ManagementAndGeneralAmt |
| Fundraising | $23,986 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $474,427 | TotalAmt |
| Program Services | $340,078 | ProgramServicesAmt |
| Management And General | $126,369 | ManagementAndGeneralAmt |
| Fundraising | $7,980 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,094,729 | TotalAmt |
| Program Services | $2,321,047 | ProgramServicesAmt |
| Management And General | $773,682 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,982,052 | TotalAmt |
| Program Services | $7,486,539 | ProgramServicesAmt |
| Management And General | $2,495,513 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,083,208 | TotalAmt |
| Program Services | $319,608 | ProgramServicesAmt |
| Management And General | $763,600 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ENTERTAINMENT | $1,278,467 | $891,697 | $368,544 | $18,226 |
| EAP COURSE MATERIALS | $1,179,758 | $1,178,620 | $1,138 | |
| BAD DEBT | $911,178 | $63,978 | $847,200 | |
| ROOM AND BOARD | $799,753 | $799,753 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,259,933 | TotalAmt |
| Program Services | $1,471,011 | ProgramServicesAmt |
| Management And General | $615,992 | ManagementAndGeneralAmt |
| Fundraising | $172,930 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,023,365 | TotalAmt |
| Program Services | $187,406,145 | ProgramServicesAmt |
| Management And General | $54,927,556 | ManagementAndGeneralAmt |
| Fundraising | $1,689,664 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,369,548 | BOYAmt |
| EOY | $9,384,191 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,807,105 | BOYAmt |
| EOY | $35,363,477 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,702,319 | BOYAmt |
| EOY | $1,768,613 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,037,490 | BOYAmt |
| EOY | $12,966,367 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,699,676 | BOYAmt |
| EOY | $5,033,077 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,213 | BOYAmt |
| EOY | $200,032 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,800,006 | BOYAmt |
| EOY | $2,635,238 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $356,645,823 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $70,930,058 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,173,888 | BOYAmt |
| EOY | $285,715,765 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,121,197 | BOYAmt |
| EOY | $80,816,186 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,117,247 | BOYAmt |
| EOY | $22,136,422 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $328,715 | BOYAmt |
| EOY | $383,943 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,269,404 | BOYAmt |
| EOY | $456,403,311 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,876,642 | BOYAmt |
| EOY | $19,745,402 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,523,364 | BOYAmt |
| EOY | $2,549,181 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,999,956 | BOYAmt |
| EOY | $10,920,289 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,923,317 | BOYAmt |
| EOY | $96,886,876 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,067,000 | BOYAmt |
| EOY | $46,298,715 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,305,752 | BOYAmt |
| EOY | $14,703,131 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,696,031 | BOYAmt |
| EOY | $191,103,594 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,876,206 | BOYAmt |
| EOY | $226,104,991 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,168,276 | BOYAmt |
| EOY | $21,799,030 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,528,891 | BOYAmt |
| EOY | $17,395,696 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $274,573,373 | BOYAmt |
| EOY | $265,299,717 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,269,404 | BOYAmt |
| EOY | $456,403,311 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$294,151 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,921,917 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$16,901,422 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $60,240 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $60,240 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Lobbying activities | FormAndLineReferenceDesc |
| Explanation | SCHEDULE C, PART ii-B, LINE 1i - The University engaged a lobbying organization to assist in obtaining federal funding for various university projects. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $124,113,647 | BeginningYearBalanceAmt |
| Contributions | $797,269 | ContributionsAmt |
| Investment Earnings Or Losses | $13,336,336 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $679,987 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,284,093 | OtherExpendituresAmt |
| Administrative Expenses | $256,046 | AdministrativeExpensesAmt |
| End Year Balance | $132,027,126 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $125,274,815 | BeginningYearBalanceAmt |
| Contributions | $1,830,996 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,766,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $664,837 | GrantsOrScholarshipsAmt |
| Other Expenditures | $272,847 | OtherExpendituresAmt |
| Administrative Expenses | $288,480 | AdministrativeExpensesAmt |
| End Year Balance | $124,113,647 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $120,474,604 | BeginningYearBalanceAmt |
| Contributions | $1,455,292 | ContributionsAmt |
| Investment Earnings Or Losses | $4,738,912 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $604,705 | GrantsOrScholarshipsAmt |
| Other Expenditures | $325,214 | OtherExpendituresAmt |
| Administrative Expenses | $464,074 | AdministrativeExpensesAmt |
| End Year Balance | $125,274,815 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $110,294,205 | BeginningYearBalanceAmt |
| Contributions | $2,321,761 | ContributionsAmt |
| Investment Earnings Or Losses | $9,098,939 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $518,194 | GrantsOrScholarshipsAmt |
| Other Expenditures | $277,268 | OtherExpendituresAmt |
| Administrative Expenses | $444,839 | AdministrativeExpensesAmt |
| End Year Balance | $120,474,604 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $98,175,551 | BeginningYearBalanceAmt |
| Contributions | $2,937,685 | ContributionsAmt |
| Investment Earnings Or Losses | $10,188,110 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $410,978 | GrantsOrScholarshipsAmt |
| Other Expenditures | $229,608 | OtherExpendituresAmt |
| Administrative Expenses | $366,555 | AdministrativeExpensesAmt |
| End Year Balance | $110,294,205 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.70000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.15000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,137,725 | OtherCostOrOtherBasisAmt |
| Book Value | $16,137,725 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $242,180,732 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,426,130 | DepreciationAmt |
| Book Value | $194,754,602 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,844,125 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,666,489 | DepreciationAmt |
| Book Value | $9,177,636 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $71,483,241 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,837,439 | DepreciationAmt |
| Book Value | $65,645,802 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $285,715,765 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE | $5,331,901 |
| DEPOSITS | $4,263,575 |
| DUE TO IWEF | $2,261,106 |
| DUE TO SACHS | $1,370,564 |
| DUE TO IWHS | $1,023,149 |
| AMOUNTS HELD ON BEHALF OF OTHERS | $313,300 |
| DEFERRED LOSS ON INTEREST RATE | $133,626 |
| ANNUITIES PAYABLE | $5,910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,703,131 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 1A | The Universitys 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 | 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 | 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, 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 unrelated business income in 2017 or 2016. Universidad Liceo Cervantino is a Mexican non-profit 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 or Treasury. Management has analyzed the tax positions taken by the University and has concluded that as of May 31, 2017, 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. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | The University of the Incarnate Word has publicized its racially non discriminatory policy toward students via Promotional activities on TV, magazines, newspapers, and billboards. |
| Part I, Line 6A | THE UNIVERSITY RECEIVES FEDERAL AND STATE GRANT FUNDS FOR FINANCIAL ASSISTANCE FOR STUDENTS AND OTHER EDUCATIONAL PURPOSES. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (13 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | EmployeeEmployeeCnt |
|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | Program Services | Study Abroad Programs | $310,548 | |
| Europe (Including Iceland and Greenland) | Program Services | mtgs/intl initiatives | ||
| East Asia and the Pacific | Program Services | Study Abroad Programs | $187,420 | |
| East Asia and the Pacific | Program Services | Student Recruitment | $1,593 | 1 |
| East Asia and the Pacific | Program Services | mtgs/intl initiatives | ||
| South America | Program Services | Study Abroad Programs | $4,595 | |
| South America | Program Services | Srvc of dissertation | 1 | |
| South America | Program Services | mtgs/intl initiatives | ||
| South Asia | Program Services | Student Recruitment | $3,563 | 3 |
| South Asia | Program Services | mtgs/intl initiatives | ||
| Middle East and North Africa | Program Services | online teaching | 1 | |
| North America | Program Services | mtgs/intl initiatives | ||
| Central America and the Caribbean | Program Services | mtgs/intl initiatives |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Employees | 6 | SubtotalEmployeesCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Subtotal Spent | $507,719 | SubtotalSpentAmt |
| Total Spent | $507,719 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Swing-In | Event1Nm |
| Gross Receipts Event1 | $552,056 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $395,671 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $156,385 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $7,695 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $3,417 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $22,099 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $750 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $37,001 | OtherDirectExpensesEvent1Amt |
| Event2 | Fashion Show | Event2Nm |
| Gross Receipts Event2 | $55,617 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $36,045 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $19,572 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $8,833 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $30,987 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $141,807 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $75,334 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $66,473 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $453 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $400 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $30,602 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $27,898 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $22,514 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $749,480 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $507,050 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $242,430 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $8,148 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,817 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $61,534 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $28,648 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $90,502 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $192,649 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $49,781 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Faculty/staff dependent waivers | 241 | $2,517,353 |
| Scholarships, grants, and discounts | 4888 | $70,658,167 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | The University of the Incarnate Word determines whether an individual qualifies for scholarships or grants by an application process that does not discriminate. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AGNESE JR DR LOUIS | |||||||||||
| Trustee & Pres/CEO until 12/16 | $784,395 | $90,000 | $113,982 | $5,458,566 | $0 | $76,978 | $0 | $6,523,921 | $0 | $0 | $0 |
| endsley douglas b | |||||||||||
| vp for business and finance | $283,650 | $49,950 | $18,550 | $0 | $27,042 | $0 | $379,192 | $0 | $0 | $0 | |
| jurenovich dr david | |||||||||||
| vp enrollment mgmt & stud.ser | $236,778 | $3,000 | $22,965 | $18,550 | $0 | $13,416 | $0 | $294,709 | $0 | $0 | $0 |
| porter dr cyndi | |||||||||||
| vp extended academic programs | $222,797 | $3,000 | $19,723 | $17,362 | $0 | $11,002 | $0 | $273,884 | $0 | $0 | $0 |
| coughlin sr kathleen | |||||||||||
| vp institutional advancement | $0 | $0 | $0 | $0 | $6,461 | $0 | $6,461 | $0 | $0 | ||
| light dr kathleen | |||||||||||
| provost | $199,897 | $7,000 | $20,623 | $15,920 | $0 | $12,580 | $0 | $256,020 | $0 | $0 | $0 |
| escamilia cynthia | |||||||||||
| general counsel | $176,447 | $3,000 | $26,055 | $14,230 | $0 | $4,856 | $0 | $224,588 | $0 | $0 | $0 |
| bazley Lisa M | |||||||||||
| vp information resources | $144,274 | $3,000 | $43,800 | $13,330 | $0 | $5,976 | $0 | $210,380 | $0 | $0 | $0 |
| fragoso marcos | |||||||||||
| vp international programs | $146,476 | $5,000 | $8,957 | $11,590 | $0 | $14,819 | $0 | $186,842 | $0 | $0 | $0 |
| phillips-madson dr robyn l | |||||||||||
| dean school of medicine | $308,338 | $136 | $25,800 | $18,550 | $0 | $7,031 | $0 | $359,855 | $0 | $0 | $0 |
| jednak-bell dr corinne e | |||||||||||
| assoc dean for clinical admin | $242,514 | $136 | $9,668 | $18,357 | $0 | $15,871 | $0 | $286,546 | $0 | $0 | $0 |
| mohr dr thomas j | |||||||||||
| assoc dean for graduate medica | $240,892 | $136 | $9,750 | $18,550 | $0 | $19,599 | $0 | $288,927 | $0 | $0 | $0 |
| wingert dr timothy | |||||||||||
| dean school of optometry | $220,250 | $136 | $20,260 | $16,614 | $0 | $2,472 | $0 | $259,732 | $0 | $0 | $0 |
| johnson-fannin dr arcelia | |||||||||||
| dean school of pharmacy | $226,705 | $136 | $7,140 | $16,660 | $0 | $6,984 | $0 | $257,625 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1A | On-campus residence is provided to Dr. Louis J. Agnese, Jr., president. This benefit is not included as taxable compensation on his W-2 because this is a requirement of the university, other than $1,800 which represents 5% of the fair market value of the residence as required by the Internal Revenue Code. |
| Schedule J, Part II | Sister Kathleen Coughlin, who is listed as a key employee on Part VII, receives compensation, but her compensation is paid directly to the religious congregation and not to her individually. Since this compensation goes to her congregation, there are no taxable wages reported on a W-2. For informational purposes, compensation paid from the organization on her behalf was $249,912. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Olmos Park Texas (see part VI) | ||||||||
| A | 521830729 | 681139AV3 | 2012-11-28 | $75,716,935 | SEE PART VI | false | false | false |
| City of San Antonio (See part VI) | ||||||||
| B | 521351505 | 2015-04-01 | $12,325,000 | SEE PART VI | false | false | false | |
| City of San Antonio (see part vi) | ||||||||
| C | 521351505 | 2016-10-01 | $30,000,000 | See Part VI | false | false | false | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $3,180,000 | $0 | $75,718,247 | $0 | $0 | $0 | $802,542 | $0 | $0 | $29,679,439 | $45,236,266 | $0 | 2014 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $2,430,000 | $0 | $12,325,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $12,325,000 | $0 | 2015 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $30,000,000 | $0 | $0 | $0 | $191,868 | $0 | $0 | $29,808,132 | $0 | $0 | 2016 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) | |
| C | false | Yes (true) | Yes (true) | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 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 Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | Yes (true) | false | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | false | Yes (true) | false | Yes (true) | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line A, B and C column (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 and Line C - The full name of the issuer for the Series 2015 and Series 2016 direct loan is the City of San Antonio, Texas Education Facilities Corporation. |
| Part I, Line A , B and C 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 their entirety, which were issued on 05/02/2007 and 05/01/2008, respectively. Line B - The Series 2015 direct loan was issued for the purpose of refunding the Series 1999 and 2001 bonds for the University, as well as the Series 2003 bonds for St. Anthony Catholic High School, a related entity, in their entirety, which were issued on 07/13/1999, 08/02/2001 and 11/12/2003, respectively. Line C - 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 on 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, 2017. No rebate was due for the bonds issued 11/28/2012 based on this computation. No rebate was required for the bonds issued 04/01/2015 and 10/01/2016 since they met an exception for rebate. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (9 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Joeris Gary | |||
| Trustee | $32,750,653 | indep. contractor arrangement | false |
| Gold-Williams Paula | |||
| Trustee | $3,425,758 | utility provider | false |
| Amato Charles | |||
| Trustee | $1,386,456 | insurance broker | false |
| Lewis III Jack | |||
| Trustee | $380,259 | Restaurant supplies | false |
| Belz Michael | |||
| Trustee | $282,074 | Life Insurance | false |
| Beucler Michael | |||
| Trustee | $250,000 | Architectural services | false |
| Pape Susan | |||
| Trustee | $115,666 | Advertisements | false |
| Substantial Contributor | |||
| Substantial Contributor | $920,915 | Architectural services | false |
| Substantial Contributor | |||
| Substantial Contributor | $200,246 | Consulting | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,189 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,084 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $11,263 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $124,060 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15,676 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 40 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,844 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,709 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Sports and Entertainment | 84 | $44,049 | Fair market value |
| Yes (X) | Inclusive Trips | 10 | $36,029 | Fair market value |
| Yes (X) | Event Food/Entertainment | 9 | $22,640 | Fair market value |
| Yes (X) | Sporting Equipment | 3 | $16,610 | Fair market value |
| Yes (X) | Gift Certificates | 76 | $13,569 | Fair market value |
| Yes (X) | Hotel Stays | 17 | $6,428 | Fair market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2A | All Incarnate Word High School (74-2864481) and St. Anthony Catholic High School (20-0234338) employees are paid by the University of the Incarnate Word. The University issues all W-2's under its taxpayer identification number. Salaries are allocated back to both high schools for employees who are assigned there. |
| FORM 990, PART VI, SECTION A, LINE 6 | 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 | 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 | 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 | 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 the Board of Trustees with the opportunity for them to ask questions and provide feedback. |
| FORM 990, PART VI, SECTION B, LINE 12C | Trustees of the university are required to complete and sign a conflict of interest policy on an annual basis at the June board meeting. 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 | 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 | Documents are available to the general public upon request. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS $4,251,000 TRANSFER TO INCARNATE WORD EDUCATION FOUNDATION. $439,000 TRANSFER TO ST. ANTHONY CATHOLIC HIGH SCHOOL. $12,211,422 WAS RECLASSIFIED TO NET ASSETS FOR AN EQUITY INVESTMENT IN UIW INTERNATIONAL. $16,901,422 was total amount that was transferred and/or reclassified. |
| 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, 2017 was $23,595 and $28,404, respectively. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Incarnate Word High School | ||||||||||||||
| 727 East Hildebrand | San Antonio | TX | 78212 | 742864481 | Secondary Ed. | TX | 501(c)(3) | 2 | CCVI | false | ||||
| St Anthony Catholic High School | ||||||||||||||
| 3200 McCullough Ave | San Antonio | TX | 78212 | 200234338 | Secondary Ed. | TX | 501(c)(3) | 2 | UIW | Yes (true) | ||||
| Congregation of the Sisters of Charity | ||||||||||||||
| 4503 Broadway | San Antonio | TX | 78209 | 741676917 | Religious Ord | TX | 501(c)(3) | 1 | NA | false | ||||
| Incarnate Word Education Foundation | ||||||||||||||
| 4301 Broadway | San Antonio | TX | 78209 | 271891305 | Support Org. | TX | 501(c)(3) | 12A-TYPE I | UIW | Yes (true) | ||||
| UIW International Inc | ||||||||||||||
| 4301 Broadway | San Antonio | TX | 78209 | 743012580 | Support Org. | TX | 501(c)(3) | 12A-Type I | UIW | Yes (true) | ||||
| Universidad Liceo Cervantino | ||||||||||||||
| Education | 501(C)(3) | 2 | UIW Int'l | false | Carretera Panamericana 6553 | Irapuato | MX | MX | ||||||
| Texas Institute for Graduate Medical Ed | ||||||||||||||
| 4301 Broadway CPO 315 | San Antonio | TX | 78209 | 811424767 | Support Org. | TX | 501(c)(3) | 7 | UIW | Yes (true) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UIW International Inc | ||
| d | $12,436,090 | cash |
| St Anthony Catholic High School | ||
| d | $1,990,000 | Cash |
| St Anthony Catholic High School | ||
| k | $125,000 | Cash |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part VII | FormAndLineReferenceDesc |
| Explanation | UIW International Inc. (UIW Intl), 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 Intl entered into this agreement to further the University of the Incarnate Words mission of providing a faith-based education. | ExplanationTxt |