Civic Intelligence

Southwestern Foundation

990 • Fiscal year 2013 • EIN 74-2736740

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

Attn Craig Erwin1001 East University Ave78626

(512) 863-1475

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

40th percentile

0.0%

Higher net margin than 40% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

97th percentile

$451,852

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 7159.8% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

42nd percentile

0.0%

Faster asset growth than 42% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

98th percentile

536%

Faster revenue growth than 98% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Assets

Flat

$1,900,152

Flat from 2012

Net Assets

Flat

$1,900,152

Flat from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

Up

$6,311

Up $5,318 (+536%) from 2012

Expenses

Up

$6,311

Up $5,318 (+536%) from 2012

Net Income

Flat

$0

Flat from 2012

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,900,152Liabilities 2010: $0Net Assets 2010: $1,900,1522010Assets 2011: $1,900,152Liabilities 2011: $0Net Assets 2011: $1,900,1522011Assets 2012: $1,900,152Liabilities 2012: $0Net Assets 2012: $1,900,1522012Assets 2013: $1,900,152Liabilities 2013: $0Net Assets 2013: $1,900,1522013Assets 2014: $1,900,152Liabilities 2014: $0Net Assets 2014: $1,900,1522014Assets 2015: $1,900,152Liabilities 2015: $0Net Assets 2015: $1,900,1522015Assets 2016: $1,900,152Liabilities 2016: $0Net Assets 2016: $1,900,1522016Assets 2017: $1,900,152Liabilities 2017: $0Net Assets 2017: $1,900,1522017Assets 2018: $1,900,152Liabilities 2018: $0Net Assets 2018: $1,900,1522018Assets 2019: $1,900,152Liabilities 2019: $0Net Assets 2019: $1,900,1522019Assets 2020: $83,227Liabilities 2020: $0Net Assets 2020: $83,2272020Assets 2021: $83,227Liabilities 2021: $0Net Assets 2021: $83,2272021Assets 2022: $82,340Liabilities 2022: $0Net Assets 2022: $82,3402022Assets 2023: $82,340Liabilities 2023: $0Net Assets 2023: $82,3402023Assets 2024: $82,340Liabilities 2024: $0Net Assets 2024: $82,3402024

Highlighted filing

2013

Assets$1,900,152
Liabilities$0
Net Assets$1,900,152

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $9992010Expenses 2011: $2362011Revenue 2012: $993Expenses 2012: $993Net Income 2012: $02012Revenue 2013: $6,311Expenses 2013: $6,311Net Income 2013: $02013Revenue 2014: $20,965Expenses 2014: $20,965Net Income 2014: $02014Revenue 2015: $4,422Expenses 2015: $4,422Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $289Expenses 2018: $289Net Income 2018: $02018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $5,900,329Expenses 2020: $7,717,254Net Income 2020: -$1,816,9252020Revenue 2021: $12,787Expenses 2021: $12,787Net Income 2021: $02021Revenue 2022: $36,940Expenses 2022: $37,827Net Income 2022: -$8872022Revenue 2023: $22,791Expenses 2023: $0Net Income 2023: $22,7912023Revenue 2024: $19,291Expenses 2024: $0Net Income 2024: $19,2912024

Highlighted filing

2013

Revenue$6,311
Expenses$6,311
Net Income$0
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.0
Gross Receipts
$7,311
Mission and Program Overview

Mission

To support Southwestern University. The purposes for which Southwestern Foundation is organized and operated are exclusively for charitable, scientific, literary, and educational purposes, and in accomplishment of such purposes, the Foundation is administered solely for the benefit and support of Southwestern University. In doing so, the Foundation also maintains real or personal property, or both, and uses and applies the income therefrom and the principal thereof exclusively for charitable and educational purposes for the benefit of Southwestern University.

The Southwestern Foundation is administered solely for the benefit and support of Southwestern University

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,900,152$1,900,152→ $0
Cash and Non-Interest-Bearing Accounts$0--
Total Assets$1,900,152$1,900,152→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,900,152$1,900,152→ $0
Permanently Rstr Net Assets$0$0→ $0
Unrestricted Net Assets$0$0→ $0
Total Net Assets Fund Balance$1,900,152$1,900,152→ $0
Total Liabilities and Net Assets / Fund Balance$1,900,152$1,900,152→ $0

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,900,152-$1,900,152
Buildings$0$0$0
Other Land Buildings$0$0$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Closely Held Equity Interests$0--
Financial Derivatives$0--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jake SchrumFormer President
Edward B BurgerPresident
Robert W KarrTrustee
Craig ErwinAssistant Secretary
Richard L AndersonSecretary
R Griffin LordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,811
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$500
All Other Contributions
$2,000
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,311
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$6,100--$6,100
Other Expenses$211$0$0$211
Total Functional Expenses$6,311$0$0$6,311
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
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The final draft of the prepared return is provided to all 5 trustees for review, questions, and comment before the Form 990 is filed with the IRS.

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

Monitoring of the Conflicts of Interest Policy: Each Trustee and Officer annually receives a copy of the Conflicts of Interest Policy and Independence Policy. Each Trustee and Officer is required to complete an Independence Questionnaire; each Trustee and Officer is required to acknowledge the policies and report any conflicts or independence exceptions. The Audit Committee of Southwestern University is responsible for the oversight of the IRS Form 990 and the Conflicts/Independence policies and annually reviews the process and exceptions all for and on behalf of Southwestern University and Southwestern Foundation.

Form 990, Part VI, Section B, Line 15

Compensation paid to officers. Line 15 is not applicable. No compensation is paid to Foundation Officers.

Form 990, Part VI, Section C, Line 19

Public disclosure of documents and policies. The Foundation's governing documents, conflicts of interest policy, financial statements, Form 990, and other related documents are posted on the Southwestern University web site at: www.southwestern.edu/foundation

Form 990, Part VII, Section A, Line 1A

Average hours per week. Burger, Anderson, Erwin, and former President Schrum are/were employees of the related organization Southwestern University. Hours per week devoted are 0.1 hours for Southwestern Foundation and 39.9 hours per week for Southwestern University.

Filing and Contact Details

Filer

EIN
74-2736740
Phone
5128631475

Signing Officer

Name
Craig Erwin
Title
Secretary
Phone
5128631444
Signed
2014-11-14

Organization Details

Principal Officer
Craig Erwin
Formed
1993
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Appraisal services on Leander property for potential sale.

Raw XML AppendixShowing 400 of 474 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/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
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IRS990/MissionDesc0To support Southwestern University. The purposes for which Southwestern Foundation is organized and operated are exclusively for charitable, scientific, literary, and educational purposes, and in accomplishment of such purposes, the Foundation is administered solely for the benefit and support of Southwestern University. In doing so, the Foundation also maintains real or personal property, or both, and uses and applies the income therefrom and the principal thereof exclusively for charitable and educational purposes for the benefit of Southwestern University.
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IRS990/ProgSrvcAccomActy2Grp/Desc0The Foundation's property taxes, payable in accordance with assessed values calculated by the Williamson County Appraisal District, are paid to the Williamson County Tax Assessor by Southwestern University on behalf of the Foundation, and thus, the amount of $211 is reflected here as Revenue and Expense.
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt3150000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0174774
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1220264
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2137372
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3183388
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt012250
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt115593
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt29849
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt312290
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt058359
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt110473
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt29898
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt383420
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt019803
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt115126
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt329104
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Edward B Burger
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Richard L Anderson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Craig Erwin
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3Jake Schrum
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Secretary
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Assistant Secretary
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3Former President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0265186
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1261456
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2157119
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3458202
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The final draft of the prepared return is provided to all 5 trustees for review, questions, and comment before the Form 990 is filed with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Monitoring of the Conflicts of Interest Policy: Each Trustee and Officer annually receives a copy of the Conflicts of Interest Policy and Independence Policy. Each Trustee and Officer is required to complete an Independence Questionnaire; each Trustee and Officer is required to acknowledge the policies and report any conflicts or independence exceptions. The Audit Committee of Southwestern University is responsible for the oversight of the IRS Form 990 and the Conflicts/Independence policies and annually reviews the process and exceptions all for and on behalf of Southwestern University and Southwestern Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation paid to officers. Line 15 is not applicable. No compensation is paid to Foundation Officers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Public disclosure of documents and policies. The Foundation's governing documents, conflicts of interest policy, financial statements, Form 990, and other related documents are posted on the Southwestern University web site at: www.southwestern.edu/foundation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Average hours per week. Burger, Anderson, Erwin, and former President Schrum are/were employees of the related organization Southwestern University. Hours per week devoted are 0.1 hours for Southwestern Foundation and 39.9 hours per week for Southwestern University.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Appraisal services on Leander property for potential sale.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VII, Section A, Line 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 11g
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10Southwestern University
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0741233796
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt04-year college (educational purpose & activities)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(b)(1)(A)(ii)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine101001 East University Ave
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0Georgetown
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode078626
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0See Schedule R, Part VII, Statement 1
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule R, Part V, Line 2
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt13811
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt23811
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Foundation Officers (Burger, Anderson, Erwin and former President Schrum) are also employees of the related organization Southwestern University. These employees of Southwestern University also devote time towards the accomplishment of the purposes/mission of the Southwestern Foundation. No additional compensation is paid to these Foundation Officers by the Foundation. The only compensation received is the amount paid by Southwestern University as reported on both of the IRS Forms 990 (for the University and the Foundation).
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Southwestern University funded the payment of expenses that exceeded revenue. Property tax expenses of $211 and appraisal fees of $6,100 were partially offset by a gift of $2,000 and net rental income of $500. Thus the University funded the difference of $3,811 that expenses exceeded income.
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2Southwestern University funded the payment of expenses that exceeded revenue. Property tax expenses of $211 and appraisal fees of $6,100 were partially offset by a gift of $2,000 and net rental income of $500. Thus the University funded the difference of $3,811 that expenses exceeded income.
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10Southwestern University
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine11Southwestern University
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine12Southwestern University
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0o
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1q
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2s
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$0.02$0.00$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.02$0.00$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.04$0.04$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.01$0.01$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$5.90$7.72$1.82
2019Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.02$0.02$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.01$0.01$0.00
2012Summary only. Only limited summary data is available for this year.$1.90$0.00$1.90$0.00$0.00$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.00$1.90$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.00$1.90$0.00