Form 990 for tax year 2024

Filed by SOUTHWESTERN ADVENTIST UNIVERSITY.

Totals

Total revenue: $30,576,637
Total expenses: $27,023,885
Contributions and grants received: $11,309,867
Grants paid: $5,007,342
Program service revenue: $14,713,131
Investment income: $4,061,003
Other revenue: $492,636
Total assets, end of year: $79,480,261
Total liabilities, end of year: $2,133,152
Net assets or fund balances, end of year: $77,347,109
Program services expenses (Part IX): $11,747,344
Management and general expenses: $14,792,829
Fundraising expenses: $483,712
Program service expenses (Part III): $11,747,344

Program services were 43.5% 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.

1a · Federated campaigns

$0
1b · Membership dues

$0
1c · Fundraising events

$584,957
1d · Related organizations

$4,818,073
1e · Government grants (contributions)

$3,462,106
1f · All other contributions, gifts and grants

$2,444,731
1g · Noncash contributions included above

$20,000
2a · Program service revenue: Tuition

total $14,713,131 · related or exempt $14,713,131 · unrelated business $0 · excluded $0
2f · All other program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
3 · Investment income

total $4,061,003 · related or exempt $0 · unrelated business $0 · excluded $4,061,003
4 · Income from investment of tax-exempt bond proceeds

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
5 · Royalties

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
6a · Gross rents

real property $196,723 · personal property $0
6b · Less rental expenses

real property $82,899 · personal property $0
6c · Rental income or loss

real property $113,824 · personal property $0
6d · Net rental income or loss

total $113,824 · related or exempt $113,824 · unrelated business $0 · excluded $0
7a · Gross sales of assets other than inventory

securities $0 · other assets $0
7b · Less cost or other basis and sales expenses

securities $0 · other assets $0
7c · Gain or loss

securities $0 · other assets $0
7d · Net gain or loss

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
8a · Fundraising events: gross income

$0
8a · Fundraising events: contributions included on line 1c

$584,957
8b · Fundraising events: direct expenses

$0
8c · Net income from fundraising events

total $0 · unrelated business $0 · excluded $0
9a · Gaming: gross income

$0
9b · Gaming: direct expenses

$0
9c · Net income from gaming

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
10a · Gross sales of inventory

$0
10b · Cost of goods sold

$0
10c · Net income from sales of inventory

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11a · Other revenue: Fees

total $8,581 · related or exempt $8,581 · unrelated business $0 · excluded $0
11b · Other revenue: Fines

total $38,170 · related or exempt $38,170 · unrelated business $0 · excluded $0
11d · All other revenue

total $332,061 · related or exempt $332,061 · unrelated business $0 · excluded $0
11e · Other revenue, total

$378,812

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $0 · program services $0
2 · Grants to domestic individuals

total $5,007,342 · program services $5,007,342
3 · Grants to foreign organizations and individuals

total $0 · program services $0
4 · Benefits paid to or for members

total $0 · program services $0
5 · Compensation of officers, directors and key employees

total $420,477 · program services $0 · management and general $420,477 · fundraising $0
6 · Compensation of disqualified persons

total $0 · program services $0 · management and general $0 · fundraising $0
7 · Other salaries and wages

total $9,371,649 · program services $4,263,188 · management and general $4,870,888 · fundraising $237,573
8 · Pension plan contributions

total $4,106,479 · program services $1,816,526 · management and general $2,208,596 · fundraising $81,357
9 · Other employee benefits

total $0 · program services $0 · management and general $0 · fundraising $0
10 · Payroll taxes

total $740,832 · program services $326,134 · management and general $396,524 · fundraising $18,174
11a · Fees: management

total $0 · program services $0 · management and general $0 · fundraising $0
11b · Fees: legal

total $24,734 · program services $0 · management and general $24,734 · fundraising $0
11c · Fees: accounting

total $172,366 · program services $0 · management and general $172,366 · fundraising $0
11d · Fees: lobbying

total $0 · program services $0 · management and general $0 · fundraising $0
11e · Fees: professional fundraising services

total $0 · fundraising $0
11f · Fees: investment management

total $0 · program services $0 · management and general $0 · fundraising $0
11g · Fees: other

total $0 · program services $0 · management and general $0 · fundraising $0
12 · Advertising and promotion

total $242,447 · program services $0 · management and general $242,447 · fundraising $0
13 · Office expenses

total $3,824,096 · program services $217,382 · management and general $3,471,218 · fundraising $135,496
14 · Information technology

total $182,018 · program services $14,906 · management and general $163,355 · fundraising $3,757
15 · Royalties

total $0 · program services $0 · management and general $0 · fundraising $0
16 · Occupancy

total $785,646 · program services $0 · management and general $785,646 · fundraising $0
17 · Travel

total $332,982 · program services $101,866 · management and general $223,761 · fundraising $7,355
18 · Travel or entertainment for public officials

total $0 · program services $0 · management and general $0 · fundraising $0
19 · Conferences, conventions and meetings

total $41,472 · program services $0 · management and general $41,472 · fundraising $0
20 · Interest

total $0 · program services $0 · management and general $0 · fundraising $0
21 · Payments to affiliates

total $0 · program services $0 · management and general $0 · fundraising $0
22 · Depreciation, depletion and amortization

total $1,199,865 · program services $0 · management and general $1,199,865 · fundraising $0
23 · Insurance

total $571,480 · program services $0 · management and general $571,480 · fundraising $0
24e · All other expenses

total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $355,614 · end of year $717,154
2 · Savings and temporary cash investments

beginning of year $14,218,352 · end of year $15,751,473
3 · Pledges and grants receivable

beginning of year $0 · end of year $0
4 · Accounts receivable

beginning of year $1,797,019 · end of year $1,354,041
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
7 · Other notes and loans receivable

beginning of year $3,230 · end of year $0
8 · Inventories for sale or use

beginning of year $51,179 · end of year $39,357
9 · Prepaid expenses and deferred charges

beginning of year $432,553 · end of year $439,850
10a · Land, buildings and equipment: cost or other basis

$52,724,842
10b · Land, buildings and equipment: accumulated depreciation

$25,035,404
10c · Land, buildings and equipment, net

beginning of year $27,904,529 · end of year $27,689,438
11 · Investments: publicly traded securities

beginning of year $31,010,281 · end of year $33,488,948
12 · Investments: other securities

beginning of year $0 · end of year $0
13 · Investments: program-related

beginning of year $0 · end of year $0
14 · Intangible assets

beginning of year $0 · end of year $0
15 · Other assets

beginning of year $0 · end of year $0
17 · Accounts payable and accrued expenses

beginning of year $1,869,219 · end of year $2,062,165
18 · Grants payable

beginning of year $0 · end of year $0
19 · Deferred revenue

beginning of year $364 · end of year $0
20 · Tax-exempt bond liabilities

beginning of year $0 · end of year $0
21 · Escrow or custodial account liability

beginning of year $0 · end of year $0
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
23 · Secured mortgages and notes payable

beginning of year $0 · end of year $0
24 · Unsecured notes and loans payable

beginning of year $108,817 · end of year $70,987
25 · Other liabilities

beginning of year $0
27 · Net assets without donor restrictions

beginning of year $51,176,757 · end of year $50,386,151
28 · Net assets with donor restrictions

beginning of year $22,617,600 · end of year $26,960,958

Mission and programs · 2024

Mission

The mission of Southwestern Adventist University is to offer quality higher education in a Christ centered enviroment.

Activities or mission (Part I)

Post secondary Education

Adult Education Programs: Distance Learning and Adult Degree

Expenses $360,305 · Revenue $617,794
General/Other: Major Programs

Expenses $6,379,697 · Revenue $12,084,660
Student Financial Aid Programs: Student Finance

Expenses $5,007,342 · Grants $3,512,141 · Revenue $14,713,131

As filed on the 2024 return.

Listed in Part VII

Ana Pattterson

President

Total calculated

$148,237

From this org

$148,237

From related orgs

$0

Other

$0

Hours/week

40
Ronald M Wehtje

VP for Financial Administration/Interim CFO

Total calculated

$140,000

From this org

$140,000

From related orgs

$0

Other

$0

Hours/week

40
Donna Berkner

Academic Dean

Total calculated

$120,413

From this org

$120,413

From related orgs

$0

Other

$0

Hours/week

40
Marcel Sargeant

Vice President for Instituational Research& Effectiveness

Total calculated

$118,460

From this org

$118,460

From related orgs

$0

Other

$0

Hours/week

40
Sheree Parris Nudd

Board Member

Total calculated

$0

Hours/week

0
Stephen Brooks

Board Member

Total calculated

$0

Hours/week

0
Carol Campbell

Board Member

Total calculated

$0

Hours/week

0
Penney Johnson

Board Member

Total calculated

$0

Hours/week

0
Carlton Byrd

Board Member

Total calculated

$0

Hours/week

0
Renee Sensabaugh

Board Member

Total calculated

$0

Hours/week

0
Carlos Craig

Chairman

Total calculated

$0

Hours/week

0
Elton DeMoraes

Board Member

Total calculated

$0

Hours/week

0
Timothy Bainum

Board Member (Emeritus)

Total calculated

$0

Hours/week

0
Charles Mitchell

Board Member

Total calculated

$0

Hours/week

0
Nerv Thomas

Board Member

Total calculated

$0

Hours/week

0
Billy Pechero

Board Member

Total calculated

$0

Hours/week

0
Wayne Powell

Board Member

Total calculated

$0

Hours/week

0
Lili Gil Valletta

Board Member

Total calculated

$0

Hours/week

0
Max Trevino

Board Member (Emeritus)

Total calculated

$0

Hours/week

0
Douglas Bowyer

Board Member

Total calculated

$0

Hours/week

0
Lee-Roy Chacon

Board Member

Total calculated

$0

Hours/week

0
Timothy Whitley

Board Member

Total calculated

$0

Hours/week

0
Charlie Wilson

Board Member

Total calculated

$0

Hours/week

0
Kenneth R Medlock

Board Member

Total calculated

$0

Hours/week

0
John Page

Board Member

Total calculated

$0

Hours/week

0
Barbara Damron

Board Member

Total calculated

$0

Hours/week

0
Daniel Ortega

Board Member

Total calculated

$0

Hours/week

0
Jeff Villegas

Board Member

Total calculated

$0

Hours/week

0
Arthur Rice

Board Member

Total calculated

$0

Hours/week

0
Roy Ice

Board Member

Total calculated

$0

Hours/week

0
Trevor Wright

Board Member

Total calculated

$0

Hours/week

0

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.

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.

Southwestern Union Conference of Seventh-day Adventists

501(c)3 · Religious · TX

Provenance

Return type: form_990
Tax year: 2024
Filed: 23 October 2025
IRS schema version: 2024v5.0
Source object: 202600639349300135

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