Totals
- Total revenue
- $207,738,144
- Total expenses
- $186,276,973
- Contributions and grants received
- $14,960,706
- Grants paid
- $81,406,009
- Program service revenue
- $164,814,990
- Investment income
- $8,789,743
- Other revenue
- $19,172,705
- Total assets, end of year
- $420,787,531
- Total liabilities, end of year
- $112,598,084
- Net assets or fund balances, end of year
- $308,189,447
- Program services expenses (Part IX)
- $164,191,739
- Management and general expenses
- $19,201,931
- Fundraising expenses
- $2,883,303
- Program service expenses (Part III)
- $164,191,739
Program services were 88.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$9,372,180
-
1f · All other contributions, gifts and grants
$5,588,526
-
1g · Noncash contributions included above
$49,566
-
2a · Program service revenue: TUITION AND FEES
total $148,738,828 · related or exempt $148,738,828
-
2b · Program service revenue: AUXILIARY
total $16,076,162 · related or exempt $16,076,162
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $3,328,902 · unrelated business -$231,952 · excluded $3,560,854
-
6c · Rental income or loss
real property $0 · personal property $0
-
7a · Gross sales of assets other than inventory
securities $70,754,328
-
7b · Less cost or other basis and sales expenses
securities $65,293,487
-
7c · Gain or loss
securities $5,460,841 · other assets $0
-
7d · Net gain or loss
total $5,460,841 · excluded $5,460,841
-
11a · Other revenue: OTHER INCOME
total $19,172,705 · related or exempt $19,172,705
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$19,172,705
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $81,406,009 · program services $81,406,009
-
5 · Compensation of officers, directors and key employees
total $2,817,535 · program services $344,174 · management and general $1,800,457 · fundraising $672,904
-
7 · Other salaries and wages
total $46,916,907 · program services $38,412,692 · management and general $7,220,868 · fundraising $1,283,347
-
8 · Pension plan contributions
total $2,506,750 · program services $2,058,056 · management and general $377,886 · fundraising $70,808
-
9 · Other employee benefits
total $6,394,960 · program services $5,083,067 · management and general $1,067,972 · fundraising $243,921
-
10 · Payroll taxes
total $3,462,132 · program services $2,709,379 · management and general $618,664 · fundraising $134,089
-
11b · Fees: legal
total $888,000 · management and general $888,000
-
11c · Fees: accounting
total $190,108 · management and general $190,108
-
11f · Fees: investment management
total $247,019 · management and general $247,019
-
11g · Fees: other
total $7,113,073 · program services $5,276,475 · management and general $1,622,406 · fundraising $214,192
-
12 · Advertising and promotion
total $2,690,419 · program services $2,066,354 · management and general $619,831 · fundraising $4,234
-
13 · Office expenses
total $2,649,879 · program services $2,249,804 · management and general $335,479 · fundraising $64,596
-
14 · Information technology
total $3,171,387 · program services $2,581,586 · management and general $513,405 · fundraising $76,396
-
16 · Occupancy
total $3,468,795 · program services $2,971,286 · management and general $497,509
-
17 · Travel
total $1,499,117 · program services $1,321,876 · management and general $165,576 · fundraising $11,665
-
19 · Conferences, conventions and meetings
total $275,518 · program services $211,572 · management and general $60,096 · fundraising $3,850
-
20 · Interest
total $3,755,796 · program services $3,709,379 · management and general $46,417
-
22 · Depreciation, depletion and amortization
total $9,722,867 · program services $8,868,333 · management and general $854,534
-
23 · Insurance
total $1,357,101 · program services $36,611 · management and general $1,320,490
-
24a · Other expenses: Hospitality
total $957,770 · program services $694,306 · management and general $181,437 · fundraising $82,027
-
24b · Other expenses: Bad Debt Expense
total $926,107 · program services $926,107
-
24c · Other expenses: Library Collections
total $733,801 · program services $733,801
-
24d · Other expenses: Student Participation Support
total $468,588 · program services $468,588
-
24e · All other expenses
total $2,657,335 · program services $2,062,284 · management and general $573,777 · fundraising $21,274
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,443,008 · end of year $15,079,913
-
2 · Savings and temporary cash investments
beginning of year $39,042,382 · end of year $38,120,694
-
3 · Pledges and grants receivable
beginning of year $1,556,839 · end of year $2,503,566
-
4 · Accounts receivable
beginning of year $4,875,576 · end of year $2,794,325
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $565,914 · end of year $500,249
-
10a · Land, buildings and equipment: cost or other basis
$369,858,653
-
10b · Land, buildings and equipment: accumulated depreciation
$168,415,729
-
10c · Land, buildings and equipment, net
beginning of year $205,721,380 · end of year $201,442,924
-
11 · Investments: publicly traded securities
beginning of year $103,484,956 · end of year $112,040,862
-
12 · Investments: other securities
beginning of year $34,219,264 · end of year $42,097,406
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $6,207,592 · end of year $6,207,592
-
17 · Accounts payable and accrued expenses
beginning of year $13,217,869 · end of year $8,845,785
-
19 · Deferred revenue
beginning of year $6,402,300 · end of year $7,045,572
-
20 · Tax-exempt bond liabilities
beginning of year $91,765,384 · end of year $87,658,797
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $10,248,353 · end of year $9,047,930
-
27 · Net assets without donor restrictions
beginning of year $161,148,170 · end of year $182,157,363
-
28 · Net assets with donor restrictions
beginning of year $114,334,835 · end of year $126,032,084
Mission and programs · 2023
Mission
TO PROVIDE A CULTURALLY DIVERSE STUDENT BODY WITH AN EDUCATION THAT ACHIEVES A BALANCE AMONG THE HUMANITIES, THE SCIENCES AND THE PROFESSIONS. TO MAKE GRADUATES COMPETENT IN A CHOSEN DISCIPLINE AND TO HELP THEM UNDERSTAND AND APPRECIATE THE CONTRIBUTIONS OF OTHER DISCIPLINES. TO PROMOTE (CONTINUED ON SCHEDULE O)
Activities or mission (Part I)
TO PROVIDE A CULTURALLY DIVERSE STUDENT BODY WITH AN EDUCATION THAT ACHIEVES A BALANCE AMONG THE HUMANITIES, THE SCIENCES AND THE PROFESSIONS.
-
HIGHER EDUCATION: THE PURPOSE OF THE ORGANIZATION'S PROGRAM SERVICE IS TO EDUCATE STUDENTS BY PROVIDING INSTRUCTION; SUPPORT TO ACADEMIC PROGRAMS THROUGH SUCH SERVICES AS COUNSELING, LIBRARY FACILITIES, ATHLETICS, CAMPUS ACTIVITIES FOR STUDENTS, ETC. AND BY PROVIDING STUDENTS WITH RESIDENCE HALLS, DINING AND BOOKSTORE SERVICES IN SUPPORT OF THE EDUCATIONAL MISSION. THE UNIVERSITY SERVED 3,033 STUDENTS IN THIS REPORTING PERIOD.
Expenses $164,191,739 · Grants $81,406,009 · Revenue $183,987,695
As filed on the 2023 return.
Listed in Part VII
-
Anabel Rodriguez
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Linus N Akanoh Jr
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Marie Gonzalez
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Martin E Rose
Chair
- Total calculated
- $0
- Hours/week
- 1
-
April Ruzicka
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Brother Richard Daly CSC
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Brother Thomas Dziekan CSC
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Catherine Hilliard
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Chris Ragland
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Dr Dahlia Campbell
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Dr David Sprague
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Dr Mona Hicks
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Dr Rita Cook
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Ellie Ghaznavi
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Father Peter Walsh CSC
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Father Tom O'Hara CSC
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Frank Moore
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Geronimo M Rodriguez Jr
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Giuliana Motta
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jason Kelley
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Kevin Koch
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Kyle Ballarta
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Melba Whatley
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Patricia Berrier Munday
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Sergio Rodriguez
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Steve Shadowen
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Alicia Betsinger
VP for Institutional Effectiveness and Technology
- Total calculated
- $256,742
- From this org
- $229,982
- From related orgs
- $0
- Other
- $26,760
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $228,812
- Bonus
- $0
- Other
- $1,170
- Deferred
- $16,241
- Nontaxable benefits
- $10,519
- Filer's total
- $256,742
-
Gary Huff
Chief Financial Officer
- Total calculated
- $192,416
- From this org
- $170,970
- From related orgs
- $0
- Other
- $21,446
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $170,126
- Bonus
- $0
- Other
- $844
- Deferred
- $9,202
- Nontaxable benefits
- $12,244
- Filer's total
- $192,416
-
Jose E Demedeiros
VP for University Advancement
- Total calculated
- $294,048
- From this org
- $273,337
- From related orgs
- $0
- Other
- $20,711
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $272,564
- Bonus
- $0
- Other
- $773
- Deferred
- $19,152
- Nontaxable benefits
- $1,559
- Filer's total
- $294,048
-
Lisa L Kirkpatrick
VP for Student Affairs & Administration
- Total calculated
- $342,357
- From this org
- $310,817
- From related orgs
- $0
- Other
- $31,540
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $308,752
- Bonus
- $500
- Other
- $1,565
- Deferred
- $19,600
- Nontaxable benefits
- $11,940
- Filer's total
- $342,357
-
Marianne Ward-Peradoza
Provost
- Total calculated
- $316,937
- From this org
- $266,375
- From related orgs
- $0
- Other
- $50,562
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $264,958
- Bonus
- $0
- Other
- $1,417
- Deferred
- $19,418
- Nontaxable benefits
- $31,144
- Filer's total
- $316,937
-
Mary C Campbell
VP Marketing
- Total calculated
- $262,892
- From this org
- $221,666
- From related orgs
- $0
- Other
- $41,226
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $220,275
- Bonus
- $0
- Other
- $1,391
- Deferred
- $16,365
- Nontaxable benefits
- $24,861
- Filer's total
- $262,892
-
Montserrat Fuentes
President
- Total calculated
- $657,202
- From this org
- $627,087
- From related orgs
- $0
- Other
- $30,115
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $497,154
- Bonus
- $75,000
- Other
- $54,933
- Deferred
- $19,600
- Nontaxable benefits
- $10,515
- Filer's total
- $657,202
-
Tracy L Manier
VP Enrollment Management
- Total calculated
- $293,918
- From this org
- $240,463
- From related orgs
- $0
- Other
- $53,455
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $238,370
- Bonus
- $0
- Other
- $2,093
- Deferred
- $18,183
- Nontaxable benefits
- $35,272
- Filer's total
- $293,918
-
Catherine Campbell
Dean Behavioral Sciences
- Total calculated
- $202,129
- From this org
- $165,561
- From related orgs
- $0
- Other
- $36,568
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $165,002
- Bonus
- $0
- Other
- $559
- Deferred
- $12,510
- Nontaxable benefits
- $24,058
- Filer's total
- $202,129
-
Gregory Perrin
AVP Advancement Administration
- Total calculated
- $202,580
- From this org
- $176,683
- From related orgs
- $0
- Other
- $25,897
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $176,275
- Bonus
- $0
- Other
- $408
- Deferred
- $12,728
- Nontaxable benefits
- $13,169
- Filer's total
- $202,580
-
Jonathan Hodge
Dean & Prof. Natural Sciences
- Total calculated
- $226,600
- From this org
- $179,537
- From related orgs
- $0
- Other
- $47,063
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $179,141
- Bonus
- $0
- Other
- $396
- Deferred
- $13,578
- Nontaxable benefits
- $33,485
- Filer's total
- $226,600
-
Monique Jimenez-Herrera
Vice Provost Academic Initiatives/Faculty Success
- Total calculated
- $211,255
- From this org
- $168,504
- From related orgs
- $0
- Other
- $42,751
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $166,110
- Bonus
- $1,865
- Other
- $529
- Deferred
- $12,695
- Nontaxable benefits
- $30,056
- Filer's total
- $211,255
-
Sharon Nell
Dean Arts and Humanities
- Total calculated
- $203,237
- From this org
- $182,465
- From related orgs
- $0
- Other
- $20,772
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $180,683
- Bonus
- $0
- Other
- $1,782
- Deferred
- $12,901
- Nontaxable benefits
- $7,871
- Filer's total
- $203,237
-
George E Martin
President Emeritus
- Total calculated
- $201,023
- From this org
- $177,599
- From related orgs
- $0
- Other
- $23,424
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $175,502
- Bonus
- $0
- Other
- $2,097
- Deferred
- $12,600
- Nontaxable benefits
- $10,824
- Filer's total
- $201,023
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Housing allowance or residence for personal use
- 1a · Health or social club dues or initiation fees
- 1a · Personal services (maid, chauffeur, chef)
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Schedule J, Part I, Line 1a Explanation of Benefits
- DURING THE FISCAL YEAR, DR. MONTSERRAT FUENTES, PRESIDENT, WAS THE ONLY PERSON TO RECEIVE A HOUSING ALLOWANCE. BOTH DR. GEORGE MARTIN, PRESIDENT EMERITUS, AND DR. MONTSERRAT FUENTES, RECEIVED REIMBURSEMENT FOR LIFE INSURANCE, FINANCIAL PLANNING PER EMPLOYMENT CONTRACT, AND SOCIAL CLUB DUE REIMBURSEMENTS. DR. FUENTES ALSO RECEIVED REIMBURSEMENT FOR AUTO/CAR PER EMPLOYMENT CONTRACT. THE HOUSING ALLOWANCE, FINANCIAL PLANNING, SOCIAL CLUB, LIFE INSURANCE, AND AUTO REIMBURSEMENT ARE TAXABLE AND REPORTED TO DR. MARTIN AND DR. FUENTES ON IRS FORM W-2.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
CATHOLIC CEMETERY ASSOCIATION OF AUSTIN
501(c)(3) · CEMETERY · TX · controlled entity
Directly controlled by ST EDWARD'S UNIVERSITY
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
2908 SOUTH CONGRESS INC
HOLDING COMPANY · TX · income -$164,879 · assets $6,207,592
Directly controlled by ST EDWARD'S UNIVERSITY
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501339349302190
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