2025-04-25T10:11:15-07:00 2024-06-30 990 2023-07-01 750891465 SOUTHWESTERN ADVENTIST UNIVERSITY SOUT 8172026315 100 West Hillcrest Street Keene TX 76059 Gabriel Morales-Burgos Assistant Financial Vice President 8172026301 2025-04-21 1 2023 2025-03-06 01:10:19Z Ana Patterson 1316 CR 314 Cleburne TX 76031 28781399 0 X www.swau.edu X 1942 TX Post secondary Education 28 26 709 0 0 0 12048600 9967303 10504675 14985484 2361989 3287014 295285 472108 25210549 28711909 4484223 4927030 0 0 12598757 12847272 0 0 77165 6335549 6146910 23418529 23921212 1792020 4790697 75040658 75772757 6036998 1978400 69003660 73794357 X The mission of Southwestern Adventist University is to offer quality higher education in a Christ centered enviroment. 0 0 337938 0 691004 Adult Education Programs: Distance Learning and Adult Degree 13936262 0 12846545 General/Other: Major Programs 5142057 4927030 2408136 Student Financial Aid Programs: Student Finance 0 0 0 19416257 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 70 0 1 709 1 0 0 0 0 1 0 0 0 0 X 28 26 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 X Gabriel Morales-Burgos 8172026301 100 West Hillcrest Street Keene TX 76059 Carlos E Charnicahrt VP for Financial Administration/CFO 40 0 X X X 150373 0 0 Ana Pattterson President 40 0 X X X 140044 0 0 Marcel Sargeant Vice President for Instituational Research& Effectiveness 40 0 X X X 121231 0 0 Donna Berkner Academic Dean 40 0 X X X 106452 0 0 James Shires Board Member 0 0 X 0 0 0 Todd Goodman Board Member 0 0 X 0 0 0 John Page Board Member 0 0 X 0 0 0 Sheree Parris Nudd Board Member 0 0 X 0 0 0 Stephen Brooks Board Member 0 0 X 0 0 0 Carol Campbell Board Member 0 0 X 0 0 0 Penney Johnson Board Member 0 0 X 0 0 0 Carlton Byrd Board Member 0 0 X 0 0 0 Renee Sensabaugh Board Member 0 0 X 0 0 0 Carlos Craig Chairman 0 0 X 0 0 0 Elton DeMoraes Board Member 0 0 X 0 0 0 Edmund Fry II Board Member 0 0 X 0 0 0 Timothy Bainum Board Member (Emeritus) 0 0 X 0 0 0 Charles Mitchell Board Member 0 0 X 0 0 0 Arthur Rice Board Member 0 0 X 0 0 0 Nerv Thomas Board Member 0 0 X 0 0 0 Billy Pechero Board Member 0 0 X 0 0 0 Barbara Damron Board Member 0 0 X 0 0 0 Wayne Powell Board Member 0 0 X 0 0 0 Lili Gil Valletta Board Member 0 X 0 0 0 Richard Dye Sr Board Member 0 0 X 0 0 0 Max Trevino Board Member (Emeritus) 0 0 X 0 0 0 Douglas Bowyer Board Member 0 0 X 0 0 0 Lee-Roy Chacon Board Member 0 0 X 0 0 0 Timothy Whitley Board Member 0 0 X 0 0 0 Charlie Wilson Board Member 0 0 X 0 0 0 Kenneth R Medlock Board Member 0 0 X 0 0 0 518100 0 0 4 0 1 0 0 0 0 567804 4570865 1863045 2965589 345548 9967303 Tuition 611310 14985484 14985484 0 0 0 0 0 0 14985484 3291163 0 0 3291163 0 0 0 0 0 0 0 0 175500 0 65341 0 110159 0 110159 0 0 110159 0 0 4149 0 -4149 0 -4149 0 0 -4149 0 Fees 611310 8653 8653 0 0 Fines 611310 47645 47645 0 0 305651 305651 0 0 361949 28711909 15347433 0 3397173 0 0 4927030 4927030 0 0 0 0 1068867 641320 427547 0 0 0 0 0 7693068 6539608 1153460 0 715840 608464 107376 0 3369497 2864073 505424 0 0 0 0 0 0 0 0 0 38220 0 38220 0 189633 0 189633 0 0 0 0 0 0 0 0 0 0 0 303599 243279 60320 0 233469 186775 46694 0 895797 843976 0 51821 949466 759573 189893 0 0 0 0 0 1223913 1101522 122391 0 615154 553639 40193 21322 0 0 0 0 135676 122109 9545 4022 14168 0 14168 0 0 0 0 0 1093102 0 1093102 0 454713 24889 429824 0 23921212 19416257 4427790 77165 439248 355614 17816069 14218352 0 0 2158406 1797019 0 0 0 0 1751728 3230 34010 51179 73233 432553 51774075 23869546 28083099 27904529 24684865 31010281 0 0 0 0 75040658 75772757 2886449 1869219 0 0 7864 364 0 0 0 0 0 0 3142685 108817 6036998 1978400 X 48990418 51176757 20013242 22617600 69003660 73794357 75040658 75772757 4790697 0 0 0 0 0 X 1 X 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23471981 317447 2990458 317447 0 0 26462439 21692471 278264 1779510 278264 0 0 23471981 22260333 236525 -330119 474268 0 0 21692471 15356063 4817748 2647171 560649 0 0 22260333 14887810 699833 323328 554908 0 0 15356063 0.19 0.61 0.2 0 0 1288692 0 1288692 36923054 0 14466960 22456094 2518152 0 1943750 574402 8707604 0 7458836 1248768 2336573 0 0 2336573 27904529 Schedule D, Part V, Line 4 Schedule D, Part V, Line 4 - About 75% of the endowment were established for operating purposes. The remaining 25% are for student aid. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 It is present in the organization's online presence, brochures, marketing materials, etc. Schedule E, Part I, Line 6 Schedule E, Part I, Line 6 - Most government aid received by the university is for student aid for shich the university acts as a conduit between the goverment and the student. A program audit is conducted on these transactions. The university has been deemed a minority serving institution and has received some funds to help develop the potential of students at the university. Meyerson Tickets 16415 0 16415 0 0 0 0 0 0 Meyerson Gifts 98567 0 98567 0 0 0 0 0 0 3 452822 0 452822 0 0 0 0 0 0 567804 0 567804 0 0 0 0 0 0 0 567804 1 Student Aid 957 4923030 0 Actual N/A Schedule I, Part I, Line 2 Schedule I, Part I, Line 2 - Policy guides, accounting software, and annual audits X X X 0 0 0 0 0 0 0 0 0 Ana Pattterson President 140044 0 0 0 0 0 0 0 0 0 140044 0 0 0 Carlos E Charnicahrt VP for Financial Administration/CFO 145373 0 0 0 0 0 0 0 0 0 145373 0 0 0 Marcel Sargeant Vice President for Instituational Research& Effectiveness 121231 0 0 0 0 0 0 0 0 0 121231 0 0 0 Donna Berkner Academic Dean 106452 0 0 0 0 0 0 0 0 0 106452 0 0 0 Schedule J, Part I, Line 3 The university's uses the predetermined wage scale by the related governing entities (headquarters) in the North American Division and the Southwest Union Conference of the denominational organization to establish the President's salary. This is then reviewed and approved by the university's Board of Trustees. Form 990, Part I, Line 1 Post Secondary Education Form 990, Part III Form 990, Part VI, Section B, Line 11b - The board already gets monthly financial statements and audited financial statements. Presenting the 990 would be redundant information. Also, board meetings and filing dates for the 990 do not necessarily match. Form 990, Part VI, Section B, Line 12c - On a yearly basis all board members and key employees state on a "Statement of Acceptance Form" any conflict or potential conflict of interest a member or employee may have with the University. And disclosures are presented to the board and the board deals with these disclosures in whatever manner it sees fit. Form 990, Part VI, Section C, Line 19 - Governing documents are maintained in the president's office and are available to board members. The conflict of interest policy is spelled out in the Denominational Policy Handbook, which is available on-line. The financial statements are distributed to all board members but are generally not available to the general public. Form 990, Part XI, Line 9 - These are temporary restricted funds. Form 990, Part VI, Section B, Line 11b Form 990, Part VI, Section B, Line 11b - The board already gets monthly financial statements and audited financial statements. Presenting Form 990, Part VI, Section C, Line 19 - Governing documents are maintained in the president's office and are available to board members. the 990 would be redundant information. Also, board meetings and filing dates for the 990 do not necessarily match Form 990, Part VI, Section B, Line 12c Form 990, Part VI, Section B, Line 12c - On a yearly basis all board members and key employees state on a "Statement of Acceptance Form" any conflict or potential conflict of interest a member or employee may have with the University. And disclosures are presented to the board and the board deals with these disclosures in whatever manner it sees fit. Form 990, Part VI, Section C, Line 19 Governing documents are maintained in the president's office and are available to board members. The conflict of interest policy is spelled out in the Denominational Policy Handbook, which is available online. The financial statements are distributed to all board members but are generally not available to the general public Southwestern Union Conference of Seventh-day Adventists PO Box 4000 Burleson TX 76097 750904016 Religious TX 501(c)3 Church N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 The organization's filing delay resulted from unforeseen circumstances, including the implementation of a new financial management system and significant changes in accounting personnel, which collectively impacted the timely completion of audited financial reports necessary for accurate Form 990 preparation