2025-02-24T13:29:08+00:00 2024-05-31 440160260 Forvis Mazars LLP 8200 W Interstate 10 Suite 900 San Antonio TX 782303806 990 2023-06-01 741193459 Schreiner University SCHR 8307927408 2100 MEMORIAL BLVD KERRVILLE TX 78028 Lucien R Costley Vice President Planning & Finance 2025-02-24 true true Robert Ulloa P01953132 2103419400 2025-02-24 2023 2025-03-06 01:10:19Z Lucien R Costley 2100 MEMORIAL BLVD KERRVILLE TX 78028 63958250 false X WWW.SCHREINER.EDU X 1923 TX SCHREINER UNIVERSITY OFFERS A PERSONALIZED, INTEGRATED EDUCATION THAT PREPARES ITS STUDENTS FOR MEANINGFUL WORK AND PURPOSEFUL LIVES IN A CHANGING GLOBAL SOCIETY. 27 27 806 180 0 0 6616863 9579721 45184334 47505675 4152696 4402392 351322 -441868 56305215 61045920 18317541 21220389 0 18304671 18346875 0 1010345 22588777 24252174 59210989 63819438 -2905774 -2773518 164411349 169764080 35385525 31688977 129025824 138075103 X AT SCHREINER UNIVERSITY, STUDENTS ENTER WITH HOPE AND LEAVE WITH ACHIEVEMENT. WE ARE A DIVERSE, FIERCELY INDEPENDENT UNIVERSITY. WE ARE AFFILIATED BY CHOICE AND COVENANT WITH THE PRESBYTERIAN CHURCH (USA) LOCATED IN THE TEXAS HILL COUNTRY. SCHREINER UNIVERSITY IS A PLACE OF OPPORTUNITY. WE OFFER UNDERGRADUATE AND GRADUATE STUDENTS A PERSONALIZED, INTEGRATED, AND HOLISTIC EDUCATIONAL EXPERIENCE THAT PREPARES THEM FOR MEANINGFUL WORK AND PURPOSEFUL LIVES IN A CHANGING GLOBAL SOCIETY. STUDENTS STUDY IN-DEPTH IN A SPECIFIC AREA OF INTEREST WHILE ACQUIRING BROAD SKILLS AND HABITS OF MIND TO NAVIGATE A COMPLEX, DIVERSE, AND UNSCRIPTED FUTURE. false false 21220389 21220389 37741619 INSTRUCTIONAL PROGRAMS: SCHREINER UNIVERSITY OFFERS CERTIFICATE PROGRAMS IN VOCATION NURSING AND EDUCATION AS WELL AS UNDERGRADUATE DEGREES IN LIBERAL ARTS, STEM, BUSINESS, AVIATION, EDUCATION, AGRICULTURE, AND NURSING. THE UNIVERSITY ALSO HAS GRADUATE PROGRAMS FOR A MASTER OF EDUCATION DEGREE, MASTER OF SCIENCE IN NURSING, AND A MASTER OF BUSINESS ADMINISTRATION. 12445033 8875457 AUXILIARY ENTERPRISES: AUXILIARY ENTERPRISES PROVIDES GOODS OR SERVICES TO STUDENTS, FACULTY, STAFF, OTHER INSTITUTIONAL DEPARTMENTS, OR INCIDENTALLY TO THE GENERAL PUBLIC, AND CHARGES A FEE DIRECTLY RELATED TO, ALTHOUGH NOT NECESSARILY EQUAL TO, THE COST OF THE GOODS OR SERVICES. EXAMPLES ARE RESIDENCE HALLS, FOOD SERVICES, PRINT PRODUCTION, SUMMER CAMPS, AND BOOKSTORE. 11283539 STUDENT SERVICES: STUDENT SERVICES PROVIDE SERVICES TO STUDENTS WITH THE PRIMARY PURPOSE OF CONTRIBUTING TO STUDENTS' EMOTIONAL AND PHYSICAL WELL-BEING AND INTELLECTUAL, CULTURAL, AND SOCIAL DEVELOPMENT OUTSIDE THE CONTEXT OF THE FORMAL INSTRUCTION PROGRAM. IT INCLUDES EXPENSES FOR STUDENT ACTIVITIES, CULTURAL EVENTS, INTRAMURAL ATHLETICS, STUDENT ORGANIZATIONS, INTERCOLLEGIATE ATHLETICS, COUNSELING AND CAREER GUIDANCE, STUDENT AID ADMINISTRATION, AND STUDENT HEALTH SERVICE. 11234020 888599 OTHER PROGRAMS INCLUDE ACADEMIC SUPPORT (LIBRARY, TUTOR CENTER, ACADEMIC SUPPORT SERVICES, LEARNING SUPPORT SERVICES, CENTER FOR TALENT AND WORKFORCE DEVELOPMENT), AS WELL AS SOME INSTITUTIONAL SUPPORT FUNCTIONS. 11234020 888599 56182981 true true false false false false false false true true true false false true true true false true false false false false false false false false false true true true false false false false false false false false false false true false false false false false false false false true 1767 0 true 806 true false false false false false true true false false false false false false X 27 27 false false false false false false false true true false false false true true true true true true false false X Lucien R Costley 8308957116 2100 Memorial BLVD Kerville TX 78028 Dr Carol McDonald Trustee/Secretary 1.0 0.0 X X 0 0 0 Janet McKinney Board Chair 1.0 0.0 X X 0 0 0 Ross Rommel Vice Chair 1.0 0.0 X X 0 0 0 Barry Hendler Trustee 1.0 0.0 X 0 0 0 Becky Ferguson Trustee 1.0 0.0 X 0 0 0 Blue Hyatt Trustee 1.0 0.0 X 0 0 0 Dave Weekley Trustee 1.0 0.0 X 0 0 0 Dr Carol Swanson Trustee 1.0 0.0 X 0 0 0 Dr Dallas Cothrum Trustee 1.0 0.0 X 0 0 0 Dr William Reid Trustee 1.0 0.0 X 0 0 0 Gerry Griffin Trustee 1.0 0.0 X 0 0 0 Jack Tompkins Trustee 1.0 0.0 X 0 0 0 Jane Ragsdale Trustee 1.0 0.0 X 0 0 0 JD Salinas Trustee 1.0 0.0 X 0 0 0 Jeff Dyke Trustee 1.0 0.0 X 0 0 0 John Brantley Trustee 1.0 0.0 X 0 0 0 Karl Ransleben Trustee 1.0 0.0 X 0 0 0 Kevin Moriarty Trustee 1.0 0.0 X 0 0 0 Kristin Hedger Trustee 1.0 0.0 X 0 0 0 Michael Pate Trustee 1.0 0.0 X 0 0 0 Page Foshee Trustee 1.0 0.0 X 0 0 0 Richard Cree Trustee 1.0 0.0 X 0 0 0 Robert Parker Jr Trustee 1.0 0.0 X 0 0 0 Robert Scott Trustee 1.0 0.0 X 0 0 0 Roxie Orms Trustee 1.0 0.0 X 0 0 0 T Weir Labatt Trustee 1.0 0.0 X 0 0 0 Tom Pappas Trustee 1.0 0.0 X 0 0 0 Charlie T McCormick President 40.0 0.0 X 263573 0 36686 Lucien R Costley VP FOR PLANNING AND FINANCE AND CFO 40.0 0.0 X 153190 0 15963 Mark C Tuschak Vice President of Advancement 40.0 0.0 X 164354 0 26814 Rexford W Quick Vice President for Infrastructure & Chief Information Officer 40.0 0.0 X 139541 0 22104 Travis Frampton Provost and Vice President of Academic Affairs 40.0 0.0 X 148003 0 30059 Donald Frazier Director of the Texas Center 40.0 0.0 X 146015 0 22732 Mark Woodhull Professor of Business 40.0 0.0 X 110182 0 6875 Neva Cramer Professor of Education 40.0 0.0 X 112578 0 7484 Shanna Chapman Director of MSN Program 40.0 0.0 X 125094 0 11987 William Davis Dean of Faculty and Professor of Chemistry 40.0 0.0 X 104352 0 17299 1466882 0 198003 14 false true false Aramark Services Inc 2400 Market Street Philadelphia PA 19103 Food Service 3156132 City National Bank 555 S Flower St Los Angeles CA 90071 Credit Card Services 2958067 SOUTHEAST SERVICE CORPORATION 1225 E WEISGARBER ROAD SUITE 200 KNOXVILLE TN 37909 CUSTODIAL SERVICE 1096937 eTechCampus 28312 Network Place Chicago IL 606731283 textbooks 744094 Apogee PO Box 95541 Grapevine TX 760999703 Wifi Services 522489 27 4212320 5367401 381906 9579721 Tuition and Fees 611610 37741619 37741619 Housing and Meals 611710 8875457 8875457 Other Income 611710 887934 887934 Print Shop 900099 665 665 0 0 0 0 47505675 3273936 3273936 480 480 248461 248461 0 248461 248461 3876607 2748151 1128456 0 1128456 1128456 9486 0 1440 8046 8046 313884 162739 151145 151145 LITIGATION EXPENSE 900099 -850000 -850000 0 0 0 0 -850000 61045920 47505675 0 3960524 21220389 21220389 1049807 761441 233784 54582 13740498 10018968 3010608 710922 464902 317687 120587 26628 2067037 1187788 784650 94599 1024631 720019 247651 56961 284647 284647 110848 110848 6098385 5801250 297135 0 704296 555318 148978 4503968 3760805 711045 32118 845502 776013 54118 15371 2018513 1946415 72098 942116 888458 50553 3105 141904 111732 23738 6434 998978 998978 4335074 4287130 47944 725469 515691 209778 Equipment & Maintenance 1381806 1381806 Miscellaneous 1153316 933093 217950 2273 SPECIAL EVENTS & FUNDRAISERS 7352 7352 0 0 0 0 63819438 56182981 6626112 1010345 8407539 3144683 0 5173326 1416468 1509051 2382362 1556001 0 0 0 0 513026 0 166050 167437 631247 759418 143708245 73265747 72194709 70442498 59083529 65688586 17062109 18867772 0 2554310 2455308 164411349 169764080 2064639 2215853 4231957 824010 29015026 27568970 0 0 73903 1080144 35385525 31688977 X 57655845 56827709 71369979 81247394 129025824 138075103 164411349 169764080 X -2773518 6877800 4944997 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 78296935 1256391 11978208 5188078 0 86343456 81169308 2018196 470985 4174157 1187397 78296935 89855989 2680973 -8431014 2538402 398238 81169308 72991869 4281761 19248287 2445419 4220509 89855989 72735023 1141612 3997184 2612533 2269417 72991869 0.13 0.87 0.0 false false 1116107 1116107 97083802 36865000 60218802 14379356 9594264 4785092 29444911 26388152 3056759 1684069 418331 1265738 70442498 Split Interest Agreements 4031765 C Beneficial Interest in Trusts 14836007 C 18867772 Asset Retirement Obligation 73903 Energy Savings Debt 1006241 1080144 X 48645042 6877800 10009 -19452866 -12565057 61210099 -164179 -164179 61045920 42773237 10009 164179 174188 42599049 21220389 21220389 63819438 Schedule D, Part V, Line 4 Intended uses of endowment funds SCHREINER UNIVERSITY RECEIVES AN ANNUAL DISTRIBUTION OF THE LIQUID ASSETS OF THE INVESTED ENDOWMENT FUNDS TO FURTHER UNIVERSITY OPERATIONS IN ORDER TO MEET THE MISSION OF THE UNIVERSITY. THE MAIN INTENTION IS TO USE THESE FUNDS TO PROVIDE SCHOLARSHIPS TO STUDENTS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE UNIVERSITY IS EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, THE UNIVERSITY MAY BE SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME THAT IS DERIVED FROM ACTIVITIES NOT IN FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. THE UNIVERSITY HAD NO SOURCES OF UNRELATED BUSINESS INCOME AND ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL INCOME TAX. THE UNIVERSITY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50 PERCENT LIKELY OF BEING REALIZED. CHANGES IN RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE UNIVERSITY HAS ELECTED TO RECOGNIZE ACCRUED INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS, IF THEY OCCUR, AS A COMPONENT OF INCOME TAX EXPENSE. MANAGEMENT BELIEVES THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS AS OF MAY 31, 2024 AND 2023. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 GAIN (LOSS) ON BENEFICIAL INTEREST IN TRUSTS - 1219271 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS - 548252 SCHOLARSHIPS AND GRANTS - -21220389 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements COST OF GOODS SOLD - -162739 Direct Fundraising Expenses - -1440 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 COST OF GOODS SOLD - 162739 Direct Fundraising Expenses - 1440 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Scholarships and Grants - 21220389 true true true true true true true false false false false false false false false false false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY THE NONDISCRIMINATION POLICY IS POSTED ON SCHREINER UNIVERSITY'S EXTERNAL WEBSITE AND PUBLISHED IN THE ACADEMIC CATALOG. IN ADDITION, ALL UNIVERSITY POLICES ARE AVAILABLE TO EMPLOYEES AND STUDENTS WITHIN OUR INTRANET - SCHREINER ONE. true Scholarships to Students 1344 21220389 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE UNIVERSITY PROVIDES SCHOLARSHIP, GRANT, LOAN, AND WORK STUDY OPPORTUNITIES TO QUALIFIED STUDENTS. THESE FUNDS ARE OFFERED TO STUDENTS ON AN OBJECTIVE AND NONDISCRIMINATORY BASIS. EACH PROGRAM HAS DIFFERENT CRITERIA AND EACH CASE IS CONSIDERED SEPARATELY. THERE ARE A WRITTEN POLICY AND GUIDELINES TO ASSIST STUDENTS AS THEY SEEK THE APPROPRIATE FINANCIAL AID PACKAGE. RECORDS ARE MAINTAINED FOR THE GRANTS AWARDED. X X X false false false false false false false false false Charlie T McCormick President 263573 0 0 0 0 0 16643 0 20043 0 300259 0 0 0 Mark C Tuschak Vice President of Advancement 164354 0 0 0 0 0 10437 0 16377 0 191168 0 0 0 Lucien R Costley VP FOR PLANNING AND FINANCE AND CFO 153190 0 0 0 0 0 9454 0 6509 0 169153 0 0 0 Travis Frampton Provost and Vice President of Academic Affairs 148003 0 0 0 0 0 9517 0 20542 0 178062 0 0 0 Rexford W Quick Vice President for Infrastructure & Chief Information Officer 139541 0 0 0 0 0 8985 0 13119 0 161645 0 0 0 Donald Frazier Director of the Texas Center 146015 0 0 0 0 0 9270 0 13462 0 168747 0 0 0 A THE CITY OF TERELL HILLS 521830729 2013-08-30 13678000 Refunding Bonds false false false B THEY CITY OF HONDO 463435250 2013-08-30 2500000 CAPITAL EXPENDITURES false false false C THE CITY OF SHAVANO PARK 741294692 2016-10-04 2000000 CAPITAL EXPENDITURES false false false D THE CITY OF MARION 611855516 2018-04-10 10000000 CAPITAL EXPENDITURES false false false A 11536000 13678000 0 13678000 2015 true false true true B 0 2500000 50000 2450000 2016 false false true true C 1355000 2000000 40000 1960000 2018 false false true true D 85000 10000000 200000 9800000 2019 false false true true A false false false false 0.0 false false false B false false false false 0.0 false false false C false false false false 0.0 false false false D false false false false 0.0 false false false A false false true false false false false false true B false false false true false false false false true C false false false true false false false false true D false false false true false false false false true A false B false C false D false Schedule K, Part IV, Line 2c COLUMN B Issuer name: THEY CITY OF HONDO The calculation for computing no rebate due was performed on 12/21/2023 Schedule K, Part IV, Line 2c COLUMN C Issuer name: THE CITY OF SHAVANO PARK The calculation for computing no rebate due was performed on 12/22/2021 Schedule K, Part IV, Line 2c COLUMN D Issuer name: THE CITY OF MARION The calculation for computing no rebate due was performed on 07/06/2023 Schedule K, Part IV, Line 2c COLUMN B Issuer name: THE CITY OF MARION The calculation for computing no rebate due was performed on 03/02/2023 A THE CITY OF MARION 611855516 2019-03-28 3000000 CAPITAL EXPENDITURES false false false B THE CITY OF MARION 611855516 2017-10-05 10000000 CAPITAL EXPENDITURES false false false A 95000 3000000 60000 2940000 2019 false false true true B 80000 10000000 200000 9800000 2018 false false true true A false false false false 0.0 false false false B false false false false 0.0 false false false A false true false false false false false false true B false false false true false false false false true A false B false X 4 381907 Market value 0 false false false Schedule M, Part I Column B NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED: THE AMOUNTS IN THIS COLUMN ARE THE NUMBER OF CONTRIBUTIONS RECEIVED. Form 990, Part III, Line 4d Description of other program services (Expenses $ 11,234,020 including grants of $)(Revenue $ 888,599) OTHER PROGRAMS INCLUDE ACADEMIC SUPPORT (LIBRARY, TUTOR CENTER, ACADEMIC SUPPORT SERVICES, LEARNING SUPPORT SERVICES, CENTER FOR TALENT AND WORKFORCE DEVELOPMENT), AS WELL AS SOME INSTITUTIONAL SUPPORT FUNCTIONS. Form 990, Part VI, Line 1a Delegate broad authority to a committee THE EXECUTIVE COMMITTEE IS COMPOSED OF THE CHAIR OF THE BOARD, THE VICE CHAIR OF THE BOARD, THE SECRETARY (IF A MEMBER OF THE BOARD), AND CHAIR OF EACH OF THE OTHER STANDING COMMITTEES. THE EXECUTIVE COMMITTEE SHALL HAVE FULL AUTHORITY TO ADVISE WITH THE PRESIDENT, EXECUTE ORDERS AND/OR SPECIFIC ASSIGNMENTS OF THE BOARD, AND TO TRANSACT SUCH EMERGENCY BUSINESS AS IN ITS OPINION MAY DEMAND ACTION BETWEEN BOARD MEETINGS. THE EXECUTIVE COMMITTEE MAY CONSULT WITH THE PRESIDENT TO COORDINATE THE WORK OF THE BOARD, PLAN ALL GENERAL MEETINGS OF THE BOARD, MAINTAIN THE COVENANT RELATIONSHIP WITH THE SYNOD OF THE SUN, PRESBYTERIAN CHURCH (USA), AND PERFORM SUCH OTHER DUTIES AS SHALL BE ASSIGNED BY THE CHAIR OF THE BOARD OR THE BOARD ITSELF. THE EXECUTIVE COMMITTEE SHALL ACT AS A NOMINATING COMMITTEE FOR THE BOARD OF TRUSTEES. ANY ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE BOARD AND SHALL BE INCLUDED IN THE OFFICIAL MINUTES OF THE BOARD. Form 990, Part VI, Line 11b Review of form 990 by governing body FORM 990 IS PREPARED BY THE CPA FIRM FROM THE AUDITED FINANCIAL STATEMENTS. THE FORM AND ALL SUPPORTING SCHEDULES ARE REVIEWED BY THE CONTROLLER AND OFFICERS OF THE UNIVERSITY. THE FORM 990 IS THEN PROVIDED TO THE CHAIRS OF THE AUDIT COMMITTEE VIA EMAIL AND IS PART OF THE AUDIT COMMITTEE AGENDA FOR DISCUSSION AND REVIEW. AFTER AUDIT COMMITTEE REVIEW AND RESOLUTION OF ALL QUESTIONS, THE RETURN IS FILED ELECTRONICALLY PER IRS REQUIREMENTS. Form 990, Part VI, Line 12c Conflict of interest policy SCHREINER UNIVERSITY HAS A CONFLICT OF INTEREST POLICY THAT COVERS MEMBERS OF THE BOARD OF TRUSTEES AND A POLICY THAT COVERS ALL ADMINISTRATORS, FACULTY AND STAFF. EVERY MEMBER OF THE BOARD OF TRUSTEES SHALL EXECUTE AND DELIVER TO THE OFFICE OF THE PRESIDENT ANNUALLY, ON A FORM TO BE PROVIDED BY THE UNIVERSITY, A CERTIFICATION THAT HE OR SHE HAS READ THE CONFLICT OF INTEREST POLICY, UNDERSTANDS IT, AND TO THE BEST OF HIS OR HER KNOWLEDGE AND BELIEF HAS COMPLIED WITH IT FULLY IN THE PAST AND WILL IN THE FUTURE COMPLY FULLY WITH IT. WHEN IT BECOMES APPARENT TO A TRUSTEE THAT A MATTER PENDING BEFORE THE BOARD GIVES RISE TO A CONFLICT OF INTEREST, THE TRUSTEE SHALL IMMEDIATELY DISCLOSE HIS CONFLICTING INTEREST TO THE BOARD. HE SHALL THEREAFTER TAKE NO PART IN THE DELIBERATIONS ON THE MATTER, AND SHALL REFRAIN FROM VOTING THEREON. IN ORDER TO AVOID THE IMPROPER DISCLOSURE TO THE CONFLICTED TRUSTEE OF SENSITIVE INFORMATION, HE SHALL, ON THE REQUEST OF THE CHAIR OF THE BOARD OR A MAJORITY VOTE OF THE BOARD, ABSENT HIMSELF FROM THE BOARD ROOM WHILE THE MATTER IS UNDER DELIBERATION. THE VICE PRESIDENT FOR PLANNING AND FINANCE IS RESPONSIBLE FOR THE OVERSIGHT OF THE POLICY OVER ALL ADMINISTRATORS, FACULTY AND STAFF. ANY EMPLOYEE WHO HAS ANY INFLUENCE ON TRANSACTIONS INVOLVING UNIVERSITY PURCHASES, CONTRACTS, LEASES, OR BUSINESS MATTERS MUST DISCLOSE THE EXISTENCE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST TO THE VICE PRESIDENT OF PLANNING AND FINANCE AS SOON AS POSSIBLE THROUGH PROMPT AND COMPLETE DISCLOSURE SO THAT SAFEGUARDS CAN BE ESTABLISHED TO PROTECT ALL PARTIES. KEY EMPLOYEES ANNUALLY, ON A FORM TO BE PROVIDED BY THE UNIVERSITY, A CERTIFICATION THAT HE OR SHE HAS READ THE CONFLICT OF INTEREST POLICY, UNDERSTANDS IT, AND TO THE BEST OF HIS OR HER KNOWLEDGE AND BELIEF HAS COMPLIED WITH IT FULLY IN THE PAST AND WILL IN THE FUTURE COMPLY FULLY WITH IT. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE EXECUTIVE ASSESSMENT AND COMPENSATION COMMITTEE IS RESPONSIBLE FOR RECOMMENDING ANNUALLY TO THE BOARD A COMPENSATION PACKAGE FOR THE PRESIDENT THAT IS COMPETITIVE RELATIVE TO THE UNIVERSITY'S PEER INSTITUTIONS, RECOGNIZES PERFORMANCE, AND ALLOWS THE UNIVERSITY TO RETAIN HIGHLY CAPABLE PRESIDENTIAL LEADERSHIP. SCHREINER UNIVERSITY SUBMITS SALARY INFORMATION BASED ON POSITION JOB CODE AS PART OF THE PARTICIPATION AGREEMENT WITH COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION HUMAN RESOURCES (CUPAHR). TO ACCURATELY MEASURE A COMPETITIVE POSITION AMONG COMPARABLE INSTITUTIONS, SALARY BENCHMARKING ANALYSIS IS REFLECTIVE OF CURRENT BENCHMARKING STANDARDS FROM CUPAHR. THE VALUES ARE ASSESSED ANNUALLY AND THE ANALYSIS IS SHARED WITH THE EXECUTIVE ASSESSMENT AND COMPENSATION COMMITTEE TO DETERMINE COMPENSATION OF THE PRESIDENT. THE COMMITTEE'S RECOMMENDATIONS ARE SUBMITTED FOR REVIEW AND ACTION BY THE EXECUTIVE COMMITTEE BY THE MAY MEETING, WITH FINAL ACTION BY THE BOARD IN EXECUTIVE SESSION IN MAY. ALL PROCEEDINGS ARE DOCUMENTED WITHIN MEETING MINUTES. REGARDING OTHER KEY EMPLOYEES, THE PRESIDENT SIMILARLY WILL CONDUCT ANNUAL PERFORMANCE REVIEWS OF EACH OF THESE INDIVIDUALS, AND WILL REPORT ANNUALLY COMPENSATION ADJUSTMENTS FOR THESE EMPLOYEES. Form 990, Part VI, Line 19 Required documents available to the public THE CONFLICT OF INTEREST POLICY AND THE BYLAWS ARE AVAILABLE ON THE UNIVERSITY'S WEBSITE. THE FINANCIAL STATEMENTS ARE AVAILABLE IN THE FINANCIAL SERVICES OFFICE UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in Value of Split-Interest Agreements - 548252; Gain (Loss) on Beneficial Interest in Trusts - 1219271; Adjustment for Employee Retention Credit - 3177474;