Civic Intelligence

University of the Southwest Foundation

EIN 23-7424724 • 501(c)3 • Hobbs, NM

Profile

To support the mission and operations of University of the Southwest, a Christ-centered educational community dedicated to developing men and women for a lifetime of servant leadership by emphasizing faith, responsibility and initiative.

6610 North Lovington Hwy 510Hobbs, NM 88240

www.usw.edu

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

81st percentile

$330,793

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 26.2% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

67th percentile

10%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

4th percentile

-59%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$22,459,892

Up $2,048,680 (+10%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$22,459,892

Up $2,048,680 (+10%) from 2024

Operations
Liabilities / Revenue7th percentileNet Margin89th percentile

Revenue

Down

$1,264,678

Down $1,801,845 (-59%) from 2024

Expenses

Up

$632,812

Up $109,451 (+21%) from 2024

Net Income

Down

$631,866

Down $1,911,296 (-75%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $3,860,328Liabilities 2011: $0Net Assets 2011: $3,860,3282011Assets 2012: $3,906,631Liabilities 2012: $0Net Assets 2012: $3,906,6312012Assets 2013: $4,608,888Liabilities 2013: $0Net Assets 2013: $4,608,8882013Assets 2014: $5,475,945Liabilities 2014: $0Net Assets 2014: $5,475,9452014Assets 2015: $5,919,746Liabilities 2015: $0Net Assets 2015: $5,919,7462015Assets 2016: $5,940,614Liabilities 2016: $0Net Assets 2016: $5,940,6142016Assets 2017: $6,719,084Liabilities 2017: $0Net Assets 2017: $6,719,0842017Assets 2018: $7,374,355Liabilities 2018: $0Net Assets 2018: $7,374,3552018Assets 2019: $7,839,577Liabilities 2019: $0Net Assets 2019: $7,839,5772019Assets 2020: $9,029,785Liabilities 2020: $0Net Assets 2020: $9,029,7852020Assets 2021: $12,941,673Liabilities 2021: $0Net Assets 2021: $12,941,6732021Assets 2022: $13,945,988Liabilities 2022: $0Net Assets 2022: $13,945,9882022Assets 2023: $15,871,164Liabilities 2023: $0Net Assets 2023: $15,871,1642023Assets 2024: $20,411,212Liabilities 2024: $0Net Assets 2024: $20,411,2122024Assets 2025: $22,459,892Liabilities 2025: $0Net Assets 2025: $22,459,8922025

Highlighted filing

2025

Assets$22,459,892
Liabilities$0
Net Assets$22,459,892
Open 2025 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Expenses 2011: $111,2972011Expenses 2012: $136,1792012Expenses 2013: $135,0862013Revenue 2014: $560,196Expenses 2014: $147,822Net Income 2014: $412,3742014Revenue 2015: $359,683Expenses 2015: $174,020Net Income 2015: $185,6632015Revenue 2016: $738,793Expenses 2016: $204,530Net Income 2016: $534,2632016Revenue 2017: $521,601Expenses 2017: $210,460Net Income 2017: $311,1412017Revenue 2018: $689,709Expenses 2018: $243,864Net Income 2018: $445,8452018Revenue 2019: $564,147Expenses 2019: $265,842Net Income 2019: $298,3052019Revenue 2020: $766,381Expenses 2020: $275,452Net Income 2020: $490,9292020Revenue 2021: $1,233,387Expenses 2021: $309,971Net Income 2021: $923,4162021Revenue 2022: $2,194,168Expenses 2022: $355,189Net Income 2022: $1,838,9792022Revenue 2023: $1,911,382Expenses 2023: $367,325Net Income 2023: $1,544,0572023Revenue 2024: $3,066,523Expenses 2024: $523,361Net Income 2024: $2,543,1622024Revenue 2025: $1,264,678Expenses 2025: $632,812Net Income 2025: $631,8662025

Highlighted filing

2025

Revenue$1,264,678
Expenses$632,812
Net Income$631,866
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,459,892
Liabilities
$0
Net assets
$22,459,892
Revenue
$1,264,678
Expenses
$632,812
Net income
$631,866
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$22.5$0.00$22.5$1.26$0.63$0.63
2024Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$3.07$0.52$2.54
2023Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$1.91$0.37$1.54
2022Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$2.19$0.36$1.84
2021Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$1.23$0.31$0.92
2020Detailed filing. Detailed filing data is available for this year.$9.03$0.00$9.03$0.77$0.28$0.49
2019Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.56$0.27$0.30
2018Detailed filing. Detailed filing data is available for this year.$7.37$0.00$7.37$0.69$0.24$0.45
2017Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$0.52$0.21$0.31
2016Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.74$0.20$0.53
2015Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.36$0.17$0.19
2014Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.56$0.15$0.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.61$0.00$4.61$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.91$0.00$3.91$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.86$0.00$3.86$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$2,163,844
Mission and Program Overview

Mission

The mission of the university of the southwest foundation is to support the mission and operations of university of the southwest, a christ-centered educational community dedicated to developing men and women for a lifetime of servant leadership by emphasizing faith, responsibility and initiative.

To support the mission and operations of university of the southwest.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$17,586,451$19,697,188▲ $2,110,737
Investments Other Securities$2,628,076$2,639,138▲ $11,062
Savings and Temporary Cash Investments$90,851$108,959▲ $18,108
Cash and Non-Interest-Bearing Accounts$105,834$14,607▼ $91,227
Total Assets$20,411,212$22,459,892▲ $2,048,680
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,511,642$16,903,896▲ $1,392,254
Net Assets With Donor Restrictions$4,899,570$5,555,996▲ $656,426
Total Net Assets Fund Balance$20,411,212$22,459,892▲ $2,048,680
Total Liabilities and Net Assets / Fund Balance$20,411,212$22,459,892▲ $2,048,680

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,639,138--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$15,322,656$3,201,602▲ $1,929,309-$19,820,755
2023$12,969,731$1,445,424▲ $1,430,862-$15,322,656
2022$10,733,993$75,000▲ $2,528,065-$12,969,731
2021$11,571,695$58,552▼ $541,064-$10,733,993
2020$8,770,392$801,340▲ $2,319,374-$11,571,695
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Michael PearsonChair
Larry GandyVice-chair
Lee RobersonBoard Member
Lisa HardisonBoard Member
R Finn SmithBoard Member
Randy HobbsBoard Member
Samuel S Spencer JrBoard Member
Dr Ryan TiptonCEO
Summer WrightSecretary
Dr Paula SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$319,244
Program Service Revenue
$0
Investment Income
$523,555
Other Revenue
$421,879
All Other Contributions
$66,029
Change in Net Assets
$631,866

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,264,678
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,416,814
Total Revenue per Audited Statements
$2,681,492
Total Revenue per Form 990
$1,264,678
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$627,262
Other Expenses$5,550
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$627,262--$627,262
Fees for Services Accounting-$5,550-$5,550
Total Functional Expenses$627,262$5,550$0$632,812

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$632,812
Total Expenses per Audited Statements$632,812
Total Expenses per Form 990$632,812
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of the SouthwestHobbs, NM501(c)(3)Operations Support and University Scholarships$627,262
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Samuel s. Spencer, michael pearson, finn smith, and paula smith have a business relationship. Finn smith and paula smith have a family relationship.”

Form 990, Part VI, Section A, Line 7B

“As described in article ix of the articles of incorporation, if usw foundation is dissolved, all property remaining after payment and discharge of its obligations shall be transferred to one or more other organizations that have been identified by the usw foundation and usw board of directors upon consultation with and approval by the j.f maddox foundation board of directors.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by an independent cpa firm and reviewed in detail by the treasurer. The reviewed 990 is then reviewed by the audit and finance committee of the board of director. A copy of the completed form 990 is provided to all members of the board of directors prior to filing the return.”

Form 990, Part VI, Section B, Line 12C

“Consistent with the organization's established conflict of interest policy, all board members and officers self-disclose conflicts annually. The signed statements are reviewed by the ceo's administrator. In addition, as specified in the policy, board members and officers recuse themselves and/or are recused from decisions relating to areas of possible or perceived conflicts.”

Form 990, Part VI, Section B, Line 15

“The organization does not compensate any officers or key employees. Therefore, these lines were answered no in accordance with the instructions.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
University of the Southwest Foundation
EIN
23-7424724
Phone
5753926561
Address
6610 NORTH LOVINGTON HWY 510, HOBBS, NM 88240

Signing Officer

Name
Dr Ryan Tipton
Title
CEO
Phone
5753926561
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Ryan Tipton
Formed
1974
Legal Domicile
Nm
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Cri Capin Crouse Advisors LLC
Address
345 MASSACHUSETTS AVE STE 300, INDIANAPOLIS, IN 46204
Preparer
Ashley Peabody
Phone
5055022746
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of oil and gas rights 11,062.”

Financial Statement Notes

PART V, LINE 4:

“The earnings from the endowments of the university of the southwest foundation are distributed to university of the southwest to be used to fund scholarships and operations in accordance with the intent of the donor.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in fmv of oil and gas assets 11,062.”

Raw XML AppendixShowing 400 of 522 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT THE MISSION AND OPERATIONS OF UNIVERSITY OF THE SOUTHWEST, A CHRIST-CENTERED EDUCATIONAL COMMUNITY DEDICATED TO DEVELOPING MEN AND WOMEN FOR A LIFETIME OF SERVANT LEADERSHIP BY EMPHASIZING FAITH, RESPONSIBILITY AND INITIATIVE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt020411212
IRS990/NetAssetsOrFundBalancesEOYAmt022459892
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0153695
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0153695
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01405752
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt015511642
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt016903896
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt011062
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DR RYAN TIPTON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01445425
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0532361
IRS990/PYInvestmentIncomeAmt01003404
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt0617694
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02534162
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0532361
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03066523
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0631866
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0253215
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0421879
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0421879
IRS990/SavingsAndTempCashInvstGrp/BOYAmt090851
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0108959
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SHARED BOARD MEMBERS WITH THE SUPPORTED ORGANIZATION AND THE PRESIDENT OF THE SUPPORTED ORGANIZATION SERVES AS A VOTING MEMBER OF THE INVESTMENT COMMITTEE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION'S EXEMPT PROGRAM EXPENSES ARE PAID TO DIRECTLY SUPPORT THE MISSION AND OPERATION OF THE UNIVERSITY OF THE SOUTHWEST (USW), SUPPORTED ORGANIZATION LISTED ON SCHEDULE A, PART I AND SCHEDULE R, BY PROVIDING FUNDS FOR USW SCHOLARSHIPS AND USW OPERATIONS. USW EMPLOYS A SCHOLARSHIP COORDINATOR WHO ENSURES THE TERMS OF THE SCHOLARSHIP ENDOWMENTS HELD AT USW FOUNDATION ARE MAINTAINED AND THAT SCHOLARSHIP RECIPIENTS ARE SELECTED ACCORDING TO THOSE TERMS. THE USW PRESIDENT WORKS WITH THE USW SCHOLARSHIP COORDINATOR TO REVIEW AND APPROVE SUGGESTED SCHOLARSHIP RECIPIENTS. CERTAIN ENDOWMENTS REQUIRE USW FACULTY PARTICIPATION OR DEAN PARTICIPATION IN SELECTING SCHOLARSHIP RECIPIENTS. THE USW EXECUTIVE VICE PRESIDENT/CFO ("CFO") REVIEWS AND APPROVES DISBURSEMENTS FOR STUDENT SCHOLARSHIPS AND USW OPERATING GRANTS. THE CFO CALCULATES ANNUAL OPERATING GRANTS TO USW BASED ON HISTORICAL INVESTMENT INCOME, AND THE OPERATING GRANT DISTRIBUTIONS ARE PRESENTED TO THE USW FOUNDATION BOARD IN JANUARY EACH YEAR FOR APPROVAL. ADDITIONALLY, TWO MEMBERS OF THE USW BOARD, THE USW PRESIDENT, AND USW CFO SERVE AS MEMBERS OF THE FOUNDATION BOARD. THIS CREATES A CLOSE CONTINUOUS RELATIONSHIP BETWEEN THE ORGANIZATIONS AND HELPS ENSURE THAT THE FOUNDATION MAINTAINS RESPONSIVENESS TO USW.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2IF THE FOUNDATION WAS NOT INVOLVED IN THE ACTIVITIES DESCRIBED IN THE NARRATIVE ABOVE FOR SCHEDULE A, PART IV, SECTION E, LINE 2A, THEN UNIVERSITY OF THE SOUTHWEST, A SUPPORTED ORGANIZATION, WOULD HAVE ENGAGED IN THOSE ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2B
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0850164940
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0253215
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF THE SOUTHWEST
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0253215
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.71970
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt05550
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt015322656
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt03201602
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt019820755
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0627262
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01929309
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt012969731
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01445424
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt015322656
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0523361
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01430862
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt02613
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010733993
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt075000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt012969731
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0364714
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02528065
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt04969
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt011571695
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt058552
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010733993
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0350221
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-541064
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt05838
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08770392
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0801340
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt011571695
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0313573
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02319374
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0632812
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01405752
IRS990ScheduleD/OtherRevenueAmt011062
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02639138
IRS990ScheduleD/OtherSecuritiesGrp/Desc0NONWORKING INTEREST IN OIL & GAS RIGHTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.28030
IRS990ScheduleD/RevenueNotReportedAmt01416814
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01264678
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE EARNINGS FROM THE ENDOWMENTS OF THE UNIVERSITY OF THE SOUTHWEST FOUNDATION ARE DISTRIBUTED TO UNIVERSITY OF THE SOUTHWEST TO BE USED TO FUND SCHOLARSHIPS AND OPERATIONS IN ACCORDANCE WITH THE INTENT OF THE DONOR.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN FMV OF OIL AND GAS ASSETS 11,062.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02639138
IRS990ScheduleD/TotalExpensesPerForm990Amt0632812
IRS990ScheduleD/TotalRevenuePerForm990Amt01264678
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02681492
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0632812
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0627262
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATIONS SUPPORT AND UNIVERSITY SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF THE SOUTHWEST
IRS990ScheduleI/RecipientTable/RecipientEIN0850164940
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06610 N LOVINGTON HWY SUITE 510
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HOBBS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NM
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd088240
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FINANCIAL RECORDS OF BOTH USW AND USW FOUNDATION ARE MANAGED AT THE SAME LOCATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt010834
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt15921
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0301881
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1154231
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt06298
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt13203
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt011780
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt13857
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DR RYAN TIPTON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DR PAULA SMITH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0330793
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1167212
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SAMUEL S. SPENCER, MICHAEL PEARSON, FINN SMITH, AND PAULA SMITH HAVE A BUSINESS RELATIONSHIP. FINN SMITH AND PAULA SMITH HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AS DESCRIBED IN ARTICLE IX OF THE ARTICLES OF INCORPORATION, IF USW FOUNDATION IS DISSOLVED, ALL PROPERTY REMAINING AFTER PAYMENT AND DISCHARGE OF ITS OBLIGATIONS SHALL BE TRANSFERRED TO ONE OR MORE OTHER ORGANIZATIONS THAT HAVE BEEN IDENTIFIED BY THE USW FOUNDATION AND USW BOARD OF DIRECTORS UPON CONSULTATION WITH AND APPROVAL BY THE J.F MADDOX FOUNDATION BOARD OF DIRECTORS.

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