Southwestern University

Organization Overview

Southwestern University is located in Georgetown, TX. The organization was established in 1971. According to its NTEE Classification (B42) the organization is classified as: Undergraduate Colleges, under the broad grouping of Education and related organizations. As of 06/2021, Southwestern University employed 1,285 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Southwestern University is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 06/2021, Southwestern University generated $120.5m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 6.2% each year. All expenses for the organization totaled $109.1m during the year ending 06/2021. While expenses have increased by 4.8% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990T Filing

TAX YEAR

2021

Describe the Organization's Mission:

Part 3 - Line 1

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. AS A TEACHING-LEARNING COMMUNITY, SOUTHWESTERN ENCOURAGES RIGOROUS INQUIRY AND SCHOLARSHIP, CREATIVE TEACHING, AND THE EXPRESSION OF FREE HUMAN LIFE. THE UNIVERSITY SEEKS TO INVOLVE THE STUDENT IN FINDING A PERSONAL AND SOCIAL DIRECTION FOR LIFE, DEVELOPING MORE SENSITIVE METHODS OF COMMUNICATION, CULTIVATING THOSE QUALITIES AND SKILLS WHICH MAKE FOR PERSONAL AND PROFESSIONAL EFFECTIVENESS, AND LEARNING TO THINK CLEARLY AND MAKE RELEVANT JUDGMENTS AND DISCRIMINATIONS.

Describe the Organization's Program Activity:

INSTRUCTIONAL SERVICES AND FINANCIAL ASSISTANCE: THE UNIVERSITY'S PRIMARY MISSION IS FOSTERING A LIBERAL ARTS EDUCATIONAL COMMUNITY OF THE HIGHEST CALIBER. THE UNIVERSITY SEEKS TO DEVELOP A COMMUNITY OF SCHOLARS IN BOTH ITS FACULTY AND STUDENT BODY THAT IS SELF-CRITICAL AND TOUGH-MINDED, AND THAT MAINTAINS RIGOROUS ACADEMIC STANDARDS. THROUGH ITS PAIDEIA PROGRAM, THE UNIVERSITY TRANSCENDS CONVENTIONAL APPROACHES TO TEACHING AND LEARNING THROUGH A STUDENT-DRIVEN, FACULTY-LED EXPERIENCE. THE PROGRAM EMPHASIZES INTELLECTUAL CURIOSITY, PROMOTES CONNECTIONS BETWEEN ACADEMIC COURSES, OFFERS INTERCULTURAL AND DIVERSITY EXPERIENCES, ENCOURAGES CIVIC ENGAGEMENT, AND SUPPORTS COLLABORATIVE OR GUIDED RESEARCH AND CREATIVE WORKS. FOR THE YEAR, THE UNIVERSITY PROVIDED SERVICES TO 1,548 STUDENTS IN ITS ACADEMIC INSTRUCTIONAL PROGRAMS. MOST OF THE UNIVERSITY'S ENROLLMENT IS TRADITIONAL COLLEGE-AGE STUDENTS, AND FOR THE FALL 2020 SEMESTER, 98.8% WERE ENROLLED FULL-TIME (12 OR MORE CREDIT HOURS FOR THE SEMESTER). THE STUDENT-TEACHER RATIO WAS APPROXIMATELY 13:1 IN THE CURRENT YEAR. APPROXIMATELY 98% OF UNIVERSITY STUDENTS RECEIVED INSTITUTIONAL FINANCIAL ASSISTANCE. APPROXIMATELY 59% OF UNIVERSITY STUDENTS RECEIVED NEED-BASED FINANCIAL ASSISTANCE.


STUDENT SERVICES: THE UNIVERSITY SEEKS TO SUPPORT ITS PRIMARY ACADEMIC MISSION THROUGH ROBUST STUDENT SERVICES FOR ITS PRIMARILY RESIDENTIAL LIBERAL ARTS CAMPUS. STUDENT SERVICES INCLUDE THE POLICE DEPARTMENT, STUDENT ACTIVITIES, RESIDENTIAL LIFE ADMINISTRATION, CAREER COUNSELING SERVICES, STUDENT HEALTH AND COUNSELING SERVICES, NCAA III ATHLETICS, INTRAMURAL SPORTS, AND OTHER SERVICES VITAL TO SUPPORT A RESIDENTIAL ACADEMIC COMMUNITY OF THE HIGHEST CALIBER AND QUALITY.


AUXILIARY ENTERPRISES, INCLUDE STUDENT RESIDENTIAL CENTER OPERATIONS AND FOOD SERVICE OPERATIONS. FOR THIS ACADEMIC YEAR, APPROXIMATELY 52.10% OF THE STUDENT BODY LIVED ON CAMPUS IN RESIDENTIAL CENTERS. RESIDENTIAL CENTERS INCLUDE LIVING/LEARNING CENTERS WHICH INTEGRATE CLASSROOM AND OTHER EXPERIENCES INTO THE RESIDENTIAL ENVIRONMENT. FOOD SERVICES IS PROVIDED PRIMARILY FOR RESIDENTIAL AND NONRESIDENTIAL STUDENT USAGE, FACULTY, STAFF, AND GUESTS OF THE UNIVERSITY. AUXILIARY ENTERPRISES EXPENSES INCLUDE DEPRECIATION, INTEREST, AND PHYSICAL PLANT EXPENSE ALLOCATIONS.


THE UNIVERSITY WAS AWARDED FUNDING FROM THE HIGHER EDUCATON EMERGENCY RELIEF FUND (HEERF) THROUGH THE CORONAVIRUS RESPONSE & RELIEF SUPPLEMENTAL APPROPRIATIONS ACT ("CRRSAA") ACT TO PROVIDE EMERGENCY FINANCIAL AID GRANTS TO STUDENTS FOR EXPENSES RELATED TO THE DISRUPTION OF CAMPUS OPERATIONS AND TO COVER EXPENSES ASSOCIATED WITH SIGNIFICANT CHANGES TO THE DELIVERY OF INSTRUCTION DUE TO THE CORONAVIRUS.


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Outside Vendors & Contractors

Vendor Name (Service)Compensation
Sodexo Services Texas Llp
Food Service
$1,838,767
Apogee Telecom Inc
Internet
$963,953
Texas Airsystems Llc
Equipment Repairs
$362,026
Johnson Controls Inc
Equipment Repairs
$336,233
Carnegie Dartlet Llc
Marketing
$312,333
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Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$21,845
Related organizations$7,723,206
Government grants $3,390,351
All other contributions, gifts, grants, and similar amounts not included above$11,414,855
Noncash contributions included in lines 1a–1f $4,401,342
Total Revenue from Contributions, Gifts, Grants & Similar$22,550,257
Total Program Service Revenue$75,326,651
Investment income $10,465,748
Tax Exempt Bond Proceeds $21
Royalties $6,141
Net Rental Income $1,036
Net Gain/Loss on Asset Sales $11,570,039
Net Income from Fundraising Events -$2,364
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $120,545,319

Grants Recieved

Over the last fiscal year, we have identified 30 grants that Southwestern University has recieved totaling $1,540,027.

Awarding OrganizationAmount
The Cullen Trust For Higher Education

Houston, TX

PURPOSE: TO ESTABLISH A PERMANENT ENDOWMENT FUND TO SUPPORT THE SCOPE STUDENT-FACILITY COLLABORATIVE SUMMER RESEARCH PROGRAM.

$500,000
Perkins-Prothro Foundation

Wichita Falls, TX

PURPOSE: HIGH IMPACT EXPERIENCE

$200,000
Schwab Charitable Fund

San Francisco, CA

PURPOSE: EDUCATION

$174,459
Dallas Foundation A Tx Nonprofit Corporation

Dallas, TX

PURPOSE: GENERAL SUPPORT

$163,000
$87,000
Palm Beach Community Trust Fund

Las Vegas, NV

PURPOSE: SCHOLARSHIP

$68,750
View Grant Recipient Profile

Endowment Analysis

Beg. Balance$289,412,311
Earnings$86,445,644
Net Contributions$4,167,526
Other Expense$11,578,631
Grants$3,586,016
Ending Balance$364,860,834

Peer Organizations

Organization NameAssets
University Of Tulsa
Tulsa, OK
$321,403,576
Southwestern University
Georgetown, TX
$120,545,319
University Of Dallas
Irving, TX
$113,303,897
Hendrix College
Conway, AR
$98,419,951
Oklahoma Baptist University
Shawnee, OK
$80,964,114
Oklahoma Christian University Inc
Oklahoma City, OK
$77,254,883
Ouachita Baptist University
Arkadelphia, AR
$71,056,315
Wayland Baptist University
Plainview, TX
$76,328,072
John Brown University
Siloam Springs, AR
$75,339,651
Texas Lutheran University
Seguin, TX
$71,493,316
Schreiner University
Kerrville, TX
$56,783,840
Lubbock Christian University
Lubbock, TX
$54,957,813

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