Civic Intelligence

Southwestern University

990T • Fiscal year 2021 • EIN 74-1233796

Jul 01, 2020 to Jun 30, 2021 • Filed on May 05, 2022

Organization ProfileWWW.SOUTHWESTERN.EDU

View Organization Page

Refreshing map…

1001 E University AveGeorgetown, TX 78626

(512) 863-1956

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800M$600M$400M$200M$0Assets 2010: $358,595,433Liabilities 2010: $69,069,256Net Assets 2010: $289,526,1772010Assets 2011: $383,779,104Liabilities 2011: $66,314,947Net Assets 2011: $317,464,1572011Assets 2012: $373,682,294Liabilities 2012: $81,380,072Net Assets 2012: $292,302,2222012Assets 2013: $381,371,833Liabilities 2013: $45,780,277Net Assets 2013: $335,591,5562013Assets 2014: $395,241,871Liabilities 2014: $35,212,176Net Assets 2014: $360,029,6952014Assets 2015: $390,628,492Liabilities 2015: $34,275,889Net Assets 2015: $356,352,6032015Assets 2016: $380,837,887Liabilities 2016: $32,739,897Net Assets 2016: $348,097,9902016Assets 2017: $398,850,898Liabilities 2017: $35,070,522Net Assets 2017: $363,780,3762017Assets 2018: $456,364,111Liabilities 2018: $60,964,318Net Assets 2018: $395,399,7932018Assets 2019: $473,336,118Liabilities 2019: $60,758,076Net Assets 2019: $412,578,0422019Assets 2020: $460,999,765Liabilities 2020: $57,894,398Net Assets 2020: $403,105,3672020Assets 2021: $545,443,629Liabilities 2021: $60,278,233Net Assets 2021: $485,165,3962021Assets 2022: $544,973,903Liabilities 2022: $42,008,753Net Assets 2022: $502,965,1502022Assets 2023: $643,356,651Liabilities 2023: $126,699,005Net Assets 2023: $516,657,6462023

Latest loaded filing

2023

Assets$643,356,651
Liabilities$126,699,005
Net Assets$516,657,646
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150M$100M$50M$0-$50MExpenses 2010: $76,931,0972010Expenses 2011: $83,117,2152011Expenses 2012: $81,443,1502012Expenses 2013: $86,114,7852013Revenue 2014: $88,395,433Expenses 2014: $83,697,236Net Income 2014: $4,698,1972014Revenue 2015: $89,507,465Expenses 2015: $83,315,708Net Income 2015: $6,191,7572015Revenue 2016: $83,819,824Expenses 2016: $82,165,213Net Income 2016: $1,654,6112016Revenue 2017: $83,045,260Expenses 2017: $84,756,993Net Income 2017: -$1,711,7332017Revenue 2018: $113,960,837Expenses 2018: $86,641,492Net Income 2018: $27,319,3452018Revenue 2019: $102,046,609Expenses 2019: $92,355,618Net Income 2019: $9,690,9912019Revenue 2020: $118,250,990Expenses 2020: $99,829,708Net Income 2020: $18,421,2822020Revenue 2021: $120,545,319Expenses 2021: $109,102,655Net Income 2021: $11,442,6642021Revenue 2022: $148,156,196Expenses 2022: $115,363,718Net Income 2022: $32,792,4782022Revenue 2023: $146,278,823Expenses 2023: $125,345,297Net Income 2023: $20,933,5262023

Latest loaded filing

2023

Revenue$146,278,823
Expenses$125,345,297
Net Income$20,933,526
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 5, 2022
Return Version
2020v1.3
Mission and Program Overview

Mission

Southwestern university, under the auspices of the united methodist church, is committed to undergraduate liberal education involving both the study of and participation in significant aspects of our cultural heritage, expressed primarily through the arts, the sciences, the institutions, and the professions of society. See schedule o form 990, part 1, line 1 note for southwestern university's complete mission.

Filing and Contact Details

Filer

Filer Name
Southwestern University
EIN
74-1233796
Phone
5128631956
Address
1001 E UNIVERSITY AVE, GEORGETOWN, TX 78626

Signing Officer

Name
Lenora Chapman
Title
VP for Finance & Admin
Phone
5128631956
Signed
2022-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Llp
Address
1075 PEACHTREE STREET NE SUITE 2200, ATLANTA, GA 30309
Preparer
Amanda Adams
Phone
4042090954
Raw XML Appendix183 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.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt0338674
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt04936
IRS1120ScheduleD/Form4797GainOrLossAmt058763
IRS1120ScheduleD/NetCapitalGainAmt0333738
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0333738
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt04936
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0274975
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt04936
IRS4562/BusinessOrActivityTxt0PUBLIC MEALS
IRS4562/MaximumDollarLimitationAmt01040000
IRS4562/OtherDepreciationAmt069
IRS4562/ThresholdCostOfSect179PropAmt02590000
IRS4562/TotalDepreciationAmt069
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt02575
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1128123
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt22217
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt32567
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt42609
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt569
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt634982
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt76600
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt816445
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt945661
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt107859
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt11-613
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt122956
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1322925
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0CCIP VII
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1CCPEP VIII
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2CCVP X
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3CCNRP VIII
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4CCNRP IX
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc5CSSREOP FUND
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc6CCVP XI
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc7CCSSGPE FUND
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc8CCNRP X
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc9CCSSGPE FUND II
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc10CCVP XII
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc11CNRP XI
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc12CCVP XIII
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc13CCSSGPE FUND III
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0274975
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0401
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-33
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2-16
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt3652
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt476
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt5828
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt6336
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt71490
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt8256
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt9445
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt10501
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0CCPEP VIII
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1CCNRP VIII
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2CCNRP IX
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3CCVP XI
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4CCSSGPE FUND
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc5CCNRP X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc6CCSSGPE FUND II
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc7CCVP XII
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc8CNRP XI
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc9CCVP XIII
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc10CCSSGPE FUND III
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt04936
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0BRENDA THOMPSON
IRS990T/BooksInCareOfDetail/PhoneNum05128631956
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01001 E UNIVERSITY AVE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0GEORGETOWN
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd078626
IRS990T/BookValueAssetsEOYAmt0545443629
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/NetOperatingLossDeductionAmt060832
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt1338674
IRS990TScheduleA/DepreciationNetAmt069
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt10
IRS990TScheduleA/OtherDeductionsAmt0362
IRS990TScheduleA/OtherDeductionsAmt12390
IRS990TScheduleA/PrincipalBusinessActivityCd0722514
IRS990TScheduleA/PrincipalBusinessActivityCd1901101
IRS990TScheduleA/SalariesAndWagesAmt0396
IRS990TScheduleA/SalariesAndWagesAmt11837
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt10
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalDeductionsAmt0827
IRS990TScheduleA/TotalDeductionsAmt14227
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDepreciationAmt069
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-273615
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt165059
IRS990TScheduleA/TotUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmAmt165059
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0PUBLIC MEALS
IRS990TScheduleA/TradeOrBusinessDesc1INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-827
IRS990TScheduleA/UBIBeforeNOLDedAmt160832
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-827
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt160832
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt060832
IRS990T/TotalUBTIComputedAmt060832
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LENORA CHAPMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FOR FINANCE & ADMIN
ReturnHeader/BusinessOfficerGrp/PhoneNum05128631956
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWESTERN UNIVERSITY
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0741233796
ReturnHeader/Filer/PhoneNum05128631956
ReturnHeader/Filer/USAddress/AddressLine1Txt01001 E UNIVERSITY AVE
ReturnHeader/Filer/USAddress/CityNm0GEORGETOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078626
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560574444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01075 PEACHTREE STREET NE SUITE 2200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030309
ReturnHeader/PreparerPersonGrp/PhoneNum04042090954
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA ADAMS
ReturnHeader/ReturnTs02022-05-08T20:23:38-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LENORA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHAPMAN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$643$127$517$146$125$20.9
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$545$42.0$503$148$115$32.8
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$545$60.3$485$121$109$11.4
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$461$57.9$403$118$99.8$18.4
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$473$60.8$413$102$92.4$9.69
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$456$61.0$395$114$86.6$27.3
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$399$35.1$364$83.0$84.8$1.71
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$381$32.7$348$83.8$82.2$1.65
2015Summary only. Only limited summary data is available for this year.$391$34.3$356$89.5$83.3$6.19
2014Detailed filing. Detailed filing data is available for this year.$395$35.2$360$88.4$83.7$4.70
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$381$45.8$336$86.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$374$81.4$292$81.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$384$66.3$317$83.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$359$69.1$290$76.9