2016-04-18T11:13:03-05:00 2015-05-31 ERNST & YOUNG US LLP 425 HOUSTON STREET SUITE 600 FORT WORTH TX 76102 990 2014-06-01 741109661 University Of the Incarnate Word % UNIV OF THE INCARNATE WORD UNIV 2108296037 4301 Broadway San Antonio TX 782096318 Edith Cogdell Comptroller 2108296037 2016-04-18 true Melva Scott P01207335 8173351900 2014 2016-08-17 19:52:53Z DR LOUIS AGNESE JR 4301 BROADWAY SAN ANTONIO TX 78209 287781307 false 0928 X www.uiw.edu X 1881 TX 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. 35 33 2867 1294 3056 11569686 9897825 189906545 206176956 6129015 10548200 2629649 2592108 210234895 229215089 57013666 63504677 0 0 79682843 84283180 0 0 1649387 54412606 57059922 191109115 204847779 19125780 24367310 402967723 426686748 159084720 163651425 243883003 263035323 X 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. THE FACULTY AND STUDENTS SUPPORT ONE ANOTHER IN THE SEARCH FOR AND THE COMMUNICATION OF TRUTH. THE UNIVERSITY IS OPEN TO THOUGHTFUL INNOVATION THAT SERVES EVER MORE EFFECTIVELY THE SPIRITUAL AND MATERIAL NEEDS OF PEOPLE. THE CURRICULUM OFFERS STUDENTS AN INTEGRATED PROGRAM OF LIBERAL ARTS AND PROFESSIONAL STUDIES THAT INCLUDES A GLOBAL PERSPECTIVE AND AN EMPHASIS ON SOCIAL JUSTICE AND COMMUNITY SERVICE. 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 73313011 190780195 Higher education: Instruction: Services undergraduate and graduate students in San Antonio and South Texas and related academic support, research and public service. 63504677 63504677 Higher education: Scholarships and fellowships: financial aid for students. 11670716 12841044 Higher education: Auxiliary Enterprises: Dorm and food service costs service UIW students. 16492240 2555717 Higher education: Student services: Enrollment services, registrar, athletics, health services and counseling. 16492240 2555717 164980644 true true false true false false false true false true true true false false true true false true true true false false false false true false false false true true true false false false false false false false false false false true true false false false true true true false false true X 303 0 true 2867 true true true false false false false true true false false false false X 35 33 false false true false true true true true true false false true true true true false true true true false X UNIV OF THE INCARNATE WORD 2108296037 4301 BROADWAY SAN ANTONIO TX 78209 AGNESE JR DR LOUIS TRUSTEE AND PRES./CEO 38.0 2.0 X X 821177 0 94739 AMATO CHARLES TRUSTEE 1.0 0.0 X 0 0 0 ANCIRA ERNESTO TRUSTEE 1.0 0.0 X 0 0 0 BECKENDORF SCOTT TRUSTEE 1.0 0.0 X 0 0 0 BELZ MICHAEL TRUSTEE 1.0 0.0 X 0 0 0 BENSON GAYLE TRUSTEE 1.0 0.0 X 0 0 0 BEUCLER MICHAEL TRUSTEE 1.0 0.0 X 0 0 0 CHEEVER GOUDGE SUZANNE TRUSTEE 1.0 0.0 X 0 0 0 CLARKE SR BRIGID MARIE TRUSTEE 1.0 0.0 X 0 0 0 CURIEL SR MARTHA ESTELA PEREZ TRUSTEE 1.0 0.0 X 0 0 0 DULLE CATHERINE TRUSTEE 1.0 0.0 X 0 0 0 EDWARDS VERONICA TRUSTEE 1.0 0.0 X 0 0 0 FEIK JOHN TRUSTEE 1.0 0.0 X 0 0 0 GOLD-WILLIAMS PAULA TRUSTEE 1.0 0.0 X 0 0 0 HENRY GARY TRUSTEE/VICE-CHAIRMAN 1.0 0.5 X X 0 0 0 HENRY SR MARY C TRUSTEE 1.0 0.0 X 0 0 0 HERRON WINELL TRUSTEE 1.0 0.0 X 0 0 0 HINOJOSA RICARDO TRUSTEE 1.0 0.0 X 0 0 0 IBARRA KIMBERLY TRUSTEE 1.0 0.0 X 0 0 0 JOERIS GARY TRUSTEE 1.0 0.0 X 0 0 0 KUDLA NANCY TRUSTEE 1.0 0.0 X 0 0 0 LEOS EDWARD TRUSTEE 1.0 0.0 X 0 0 0 LEWIS III JACK TRUSTEE/TREASURER 1.0 0.5 X X 0 0 0 LUTZ III CHARLES D TRUSTEE/CHAIRMAN 1.0 0.5 X X 0 0 0 MARTINEZ SR MARICELA AQUILAR TRUSTEE 1.0 0.0 X 0 0 0 MAYA SR TERESA YOLANDA TRUSTEE/SECRETARY 1.0 0.5 X X 0 0 0 McDONALD SR ROSE ANN TRUSTEE 1.0 0.0 X 0 0 0 MILLER JOHN K TRUSTEE 1.0 0.0 X 0 0 0 NAVA CARMEN TRUSTEE 1.0 0.0 X 0 0 0 PARKER DR RAMONA TRUSTEE 40.0 0.0 X 105922 0 13611 PEVETO JOHN TRUSTEE 1.0 0.0 X 0 0 0 ROSENTHAL BOBBY TRUSTEE 1.0 0.0 X 0 0 0 SCHLOSBERG III RICHARD T TRUSTEE 1.0 0.0 X 0 0 0 STANLEY SR TERESA TRUSTEE 1.0 0.0 X 0 0 0 TARANGO SR YOLANDA TRUSTEE 1.0 0.0 X 0 0 0 Endsley Douglas B VP for business and finance 35.75 4.25 X 297515 0 41079 Jurenovich Dr David VP Enrollment MGMT/Student Ser 40.0 0.0 X 232129 0 28628 Porter Dr Cyndi VP Extended Academic Programs 40.0 0.0 X 234469 0 22758 Coughlin Sr Kathleen VP Institutional Advancement 40.0 0.0 X 0 0 15521 Light Dr Kathleen Provost 40.0 0.0 X 203851 0 25594 Duffy Daniel VP Inf. Res. (until 5/31/15) 40.0 0.0 X 193965 0 12620 Escamilla Cynthia General Counsel 40.0 0.0 X 173218 0 16748 Madson Dr Robyn L Dean, School of Medicine 40.0 0.0 X 321424 0 23477 Johnson-Fannin Dr Arcelia Dean, School of Pharmacy 40.0 0.0 X 224495 0 22619 Wingert Dr Timothy Dean, School of Optometry 40.0 0.0 X 194427 0 15773 Kennan Lawrence Head Football Coach 40.0 0.0 X 198319 0 23552 Aven Dr Forrest Dean, HEB Business & Admin 40.0 0.0 X 171757 0 16067 3372668 0 372786 126 false true false Guido Construction Company 8526 Vidor Ave SAN ANTONIO TX 782166045 Construction Service 10362635 SODEXO INC AFFILIATES 4301 BROADWAY ST SAN ANTONIO TX 782096318 FOOD SERVICE 4792696 ARAMARK FACILITY SERVICES USAA BLDG C-S-W SAN ANTONIO TX 782880001 CUSTODIAL SERVICE 1908037 MCCHESNEYBIANCO ARCHITECTURE 315 NINTH ST STE 1 SAN ANTONIO TX 78215 ARCHITECT 1777912 G W MITCHELL SONS INC PO BOX 12638 SAN ANTONIO TX 782120638 CONSTRUCTION SERVICE 1487338 32 72265 563505 6057553 3204502 517048 9897825 TUITION AND FEES 611710 190780198 190780198 HOUSING 611710 8037157 8037157 FOOD SERVICE 611710 4803886 4803886 ATHLETICS REVENUE 611710 1330183 1330183 OPTOMETRY CLINIC REVENUE 611710 983693 983693 241839 241839 206176956 3185138 3185138 0 0 1204159 1884346 -680187 0 -680187 -11394 -668793 63892845 56518457 11326 7374388 -11326 7363062 7363062 287130 563505 152089 135041 135041 0 0 INTERNATIONAL PROGRAMS 611710 1242912 1242912 CHARGES/PENALTIES AND FEES 611710 768448 768448 PARKING 611710 530371 530371 595523 14450 581073 3137254 229215089 206176956 3056 13137252 0 63504677 63504677 0 0 2677531 44256 2398436 234839 0 68754890 55215088 12733491 806311 4052110 3171103 821512 59495 3739343 2866807 805147 67389 5059306 4343920 655129 60257 0 414838 414838 550916 36400 514516 50092 50092 0 50000 50000 5783360 3017526 2707057 58777 2390560 742174 1648386 15815766 10829916 4924816 61034 4090886 2241970 1831089 17827 0 4924846 1685666 3238700 480 3331971 2893433 419303 19235 0 493118 384530 95995 12593 3578286 3008317 569969 0 7499091 5999273 1499818 955798 340487 615311 ENTERTAINMENT 1307803 952184 336499 19120 STUDENT BOOKS 1246396 1246344 52 BAD DEBT 1154703 -34449 1189152 ROOM AND BOARD 759146 759146 2662346 1731876 698440 232030 204847779 164980644 38217748 1649387 2979768 6797899 78303833 58054014 5100380 4114654 8447886 13179857 0 0 0 0 3000863 5675882 69117 62828 2552238 2725170 306172566 65451495 222616949 240721071 60626785 65428676 19216189 29872982 0 0 0 0 53715 53715 402967723 426686748 12881304 16426529 2504489 2566110 8911181 8149184 76115000 80144070 0 0 0 0 0 0 41401000 41234000 17271746 15131532 159084720 163651425 X 208630479 227015398 19515076 19936534 15737448 16083391 243883003 263035323 402967723 426686748 24367310 -5214990 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 50092 50092 false Lobbying activities SCHEDULE C, PART ii-B, LINE 1 The University engaged a lobbying organization to assist in obtaining federal funding for various university projects. X X X X false 120474604 1455292 4738912 604705 325214 464074 125274815 110294205 2321761 9098939 518194 277268 444839 120474604 98175551 2937685 10188110 410978 229608 366555 110294205 89233153 12003177 -2086433 382386 277667 314293 98175551 59865362 17496856 12796284 375205 213551 336593 89233153 0.71000 0.15000 0.14000 true false 16843475 16843475 227470052 40790514 186679538 8071036 7234885 836151 25439196 15270948 10168248 28348807 2155148 26193659 240721071 4588580 F HEDGE FUNDS 13466409 F REAL ESTATE 4823341 F TANGIBLE ASSETS 6994652 F 29872982 0 DUE TO IWHS 2312482 DUE TO SACHS 1156946 ANNUITIES PAYABLE 9005 AMOUNTS HELD ON BEHALF OF OTHE 243643 DEPOSITS 4686097 DUE TO IWEF 1443021 DEFERRED LOSS ON INTEREST RATE 454579 CAPITAL LEASE 4825759 15131532 X 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 U.S. generally accepted accounting principles require 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, 2015, 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; however, there are currently no audits for any tax periods in progress. Management also believes the University is no longer subject to income tax examinations for years prior to 2012. true true true true true true true false false false false false false false false true false true 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. SWING-IN 560518 395584 164934 3031 24993 794 31535 GAME DINNER 154150 91500 62650 959 7048 4 135967 76421 59546 4140 33979 45610 850635 563505 287130 7171 59931 794 84193 152089 135041 true Faculty/staff dependent waivers 229 2355659 Scholarships, grants, and discounts 5105 61149018 Schedule I, Part I, Line 2 The University of the Incarnate Word determines whether an individual qualifies for scholarships or grants by an application process that does not discriminate. X true true X X X false false false false false false false false false AGNESE JR DR LOUIS TRUSTEE AND PRES./CEO 674783 0 85000 0 61394 0 18200 0 76539 0 915916 0 0 0 Endsley Douglas B VP for business and finance 249259 0 0 0 48256 0 18200 0 22879 0 338594 0 0 0 Jurenovich Dr David VP Enrollment MGMT/Student Ser 207312 0 3000 0 21817 0 16605 0 12024 0 260758 0 0 0 Porter Dr Cyndi VP Extended Academic Programs 212174 0 3000 0 19295 0 16364 0 6394 0 257227 0 0 0 Light Dr Kathleen Provost 174014 0 10000 0 19837 0 14086 0 11508 0 229445 0 0 0 Duffy Daniel VP Inf. Res. (until 5/31/15) 139843 0 13000 0 41122 0 11654 0 966 0 206585 0 0 0 Escamilla Cynthia General Counsel 146101 0 3000 0 24117 0 11999 0 4749 0 189966 0 0 0 Madson Dr Robyn L Dean, School of Medicine 313352 0 272 0 7800 0 1820 0 5277 0 328521 0 0 0 Johnson-Fannin Dr Arcelia Dean, School of Pharmacy 208824 0 272 0 15399 0 15981 0 6638 0 247114 0 0 0 Wingert Dr Timothy Dean, School of Optometry 169386 0 297 0 24744 0 13473 0 2300 0 210200 0 0 0 Kennan Lawrence Head Football Coach 185424 0 272 0 12623 0 13912 0 9639 0 221870 0 0 0 Aven Dr Forrest Dean, HEB Business & Admin 159411 0 272 0 12074 0 12074 0 3993 0 187824 0 0 0 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 $213,317. 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 2015-04-01 12325000 SEE PART VI false false false A 2990000 0 75718247 0 0 0 802542 0 0 29679439 45236266 0 2014 true false true true B 0 0 12325000 0 0 0 0 0 0 0 12325000 0 2015 true false true true A false true true false false 0 false false false false B false false false false 0.00000 0.00000 0.00000 false false 0.00000 false false A false false false true false false 0 false 0 false false B false false false true true false 0 false 0 false false A false B false Part I, Line A and B, column (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. Part I, Line A and B, 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 - The full name of the issuer for the Series 2015 direct loan is the City of San Antonio, Texas Education Facilities Corporation. 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. Other Spent Proceeds in Part II, line 11, column A of $45,236,266 were used to refund the Series 2007 and 2008 bonds. 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 is currently writing a post issuance compliance checklist and policies that address a remedial action and determination of possible private business use with respect to its activities that do not constitute related trades or business. The policy will also include the documentation of a voluntary compliance program to request voluntary closing agreements. 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 September 15, 2015, which was after the reporting period. No rebate was due based on this computation. Part II, Line 7, column B - Issuance costs X 12 184175 Fair market value X 9235 Fair market value X 7442 Fair market value X 2 115183 Fair market value X 13 7466 Fair market value X 37 19184 Fair market value X 12 19132 Fair market value X INCLUSIVE TRIPS 7 54000 Fair market value X SPORTS AND ENTERTAINMENT ACTIVITIES 84 49669 Fair market value X GIFT CERTIFICATES 97 25206 Fair market value X HOTEL STAYS 21 19607 Fair market value X DONATED FOOD FOR MEETINGS 5 3555 Fair market value X PHOTOGRAPHY SERVICES 5 3195 Fair market value false true false 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, LINE 4 The University's bylaws were amended and fully restated effective October 17, 2014, primarily to modify/clarify the language regarding the sole corporate member, the Congregation of the Sisters of Charity of the Incarnate Word, San Antonio, Texas. 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 A final copy of the Form 990 was distributed to board members electronically 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 establishes compensation for the president and vice presidents based on an annual review. The last compensation review for the president and vice presidents occurred June 2015. FORM 990, PART VI, SECTION C, LINE 19 Documents are available to the general public upon request. 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 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) 11A-TYPE 1 UIW true UIW International Inc 4301 Broadway San Antonio TX 78209 743012580 Inactive TX 501(c)(3) 11 Type I UIW true false false true true false false false false false false true false false true true false false true false Incarnate Word High School K 165000 Cash St Anthony Catholic High School d 2940000 Cash Sisters of Charity of the Incarnate Word K 167000 Cash Sisters of Charity of the Incarnate Word r 167000 Cash St Anthony Catholic High School k 125000 Cash Sisters of Charity of the Incarnate Word c 97627 cash