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Nonprofiteer
← OUR LADY OF THE LAKE UNIVERSITY OF SAN ANTONIO

Form 990 for tax year 2023

Filed by OUR LADY OF THE LAKE UNIVERSITY OF SAN ANTONIO.

Totals

Total revenue
$73,602,860
Total expenses
$78,114,720
Contributions and grants received
$15,397,336
Grants paid
$21,130,193
Program service revenue
$52,286,903
Investment income
$5,628,465
Other revenue
$290,156
Total assets, end of year
$110,028,638
Total liabilities, end of year
$35,821,535
Net assets or fund balances, end of year
$74,207,103
Program services expenses (Part IX)
$69,530,391
Management and general expenses
$7,508,827
Fundraising expenses
$1,075,502
Program service expenses (Part III)
$69,530,391

Program services were 89.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Dr Abel A Chavez

    President/ Ex Officio

    Total calculated
    $392,555
    From this org
    $329,901
    From related orgs
    $0
    Other
    $62,654
    Hours/week
    39.7 + 0.3 related

    Schedule J breakdown matched by us

    Base
    $217,600
    Bonus
    $26,468
    Other
    $85,833
    Deferred
    $19,454
    Nontaxable benefits
    $43,200
    Filer's total
    $392,555

  • Dr Antoinette Hill

    Vice-Chair of the Board

    Total calculated
    $0
    Hours/week
    2 + 0.1 related

  • Laura Cortez

    Board Secretary

    Total calculated
    $0
    Hours/week
    2 + 0.1 related

  • Paul Olivier

    Chairman of the Board

    Total calculated
    $0
    Hours/week
    5 + 0.1 related

  • Armando Medina

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Bruce M Flohr

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Dr Bertha Perez

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Dr Denise Doyle

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 0.1 related

  • Dr Dianna Burns-Banks

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Dr Katherine Schlosberg

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Dr Lorena G Gonzalez

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Dr Peter P Soltys

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Erin Clary Seki

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Francisco Gonzaba

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Frank Guerra

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • George Person

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Gregorio Flores

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Janie Barrera

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Jim Perschbach

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Joshua Sutin

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Katrina B Mohrer

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Lon Taylor

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Richard Acosta

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Romanita Matta-Barrera

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Roy Terracina

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Sr Anita Brenek CDP

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Sr L Suzanne Dancer CDP

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Sr Lourdes Leal CDP

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Sr Rose Kruppa CDP

    Superior General - Ex Officio

    Total calculated
    $0
    Hours/week
    2 + 0.1 related

  • Steve O'Donnell

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 0.1 related

  • Anthony E Turrietta

    Vice President of Finance

    Total calculated
    $246,328
    From this org
    $214,774
    From related orgs
    $0
    Other
    $31,554
    Hours/week
    39.7 + 0.3 related

    Schedule J breakdown matched by us

    Base
    $195,398
    Bonus
    $0
    Other
    $19,376
    Deferred
    $14,865
    Nontaxable benefits
    $16,689
    Filer's total
    $246,328

  • Dr George A Williams Jr

    Interim Provost

    Total calculated
    $222,914
    From this org
    $196,906
    From related orgs
    $0
    Other
    $26,008
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,330
    Bonus
    $0
    Other
    $12,576
    Deferred
    $14,210
    Nontaxable benefits
    $11,798
    Filer's total
    $222,914

  • Dr Carol Jeffries-Horner

    Interim Associate Provost

    Total calculated
    $152,517
    From this org
    $142,382
    From related orgs
    $0
    Other
    $10,135
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $49,461
    Bonus
    $0
    Other
    $92,921
    Deferred
    $5,018
    Nontaxable benefits
    $5,117
    Filer's total
    $152,517

  • Dr Mark Green

    Professor of Leadership Studies

    Total calculated
    $145,373
    From this org
    $137,649
    From related orgs
    $0
    Other
    $7,724
    Hours/week
    40

  • Georgina B Schmahl

    VP of Institutional Advancement

    Total calculated
    $212,136
    From this org
    $185,300
    From related orgs
    $0
    Other
    $26,836
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $93,612
    Bonus
    $0
    Other
    $91,688
    Deferred
    $12,508
    Nontaxable benefits
    $14,328
    Filer's total
    $212,136

  • Nelson Delgado

    VP for Institutional Enrollment

    Total calculated
    $155,761
    From this org
    $144,912
    From related orgs
    $0
    Other
    $10,849
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,784
    Bonus
    $0
    Other
    $7,128
    Deferred
    $10,129
    Nontaxable benefits
    $720
    Filer's total
    $155,761

  • Phillip Vargas

    Chief Human Resources Officer

    Total calculated
    $151,152
    From this org
    $126,954
    From related orgs
    $0
    Other
    $24,198
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $121,738
    Bonus
    $0
    Other
    $5,216
    Deferred
    $9,515
    Nontaxable benefits
    $14,683
    Filer's total
    $151,152

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
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 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 Housing allowance or residence for personal use
OUR LADY OF THE LAKE UNIVERSITY'S CURRENT PRESIDENT, ABEL CHAVEZ, WAS PAID A HOUSING ALLOWANCE, WHICH WAS TAXED THROUGH PAYROLL.
Schedule J, Part I, Line 4a SEVERANCE OR CHANGE-OF-CONTROL PAYMENT
GEORGINA SCHMAHL WAS PAID THE EQUIVALENT OF 4.5 MONTHS WAGES AT HER REGULAR SALARY MINUS LAWFUL DEDUCTIONS AS SEVERANCE PAY. MS. SCHMAHL WAS ALSO PAID A LUMP SUM FOR HER REMAINING UNUSED VACATION AT THE TIME OF SEPARATION. THE PAYMENTS WERE MADE IN EQUAL INSTALLMENTS BEGINNING AUGUST 16, 2023. TOTAL SEVERANCE PAID DURING THE FISCAL YEAR WAS $64,688 PLUS $20,564 OF UNUSED VACATION.
Schedule J, Part I, Line 4a SEVERANCE OR CHANGE-OF-CONTROL PAYMENT
CAROL JEFFRIES-HORNER WAS PAID THE EQUIVALENT OF 6 MONTHS WAGES AT HER REGULAR SALARY MINUS LAWFUL DEDUCTIONS AS SEVERANCE PAY. MS. JEFFRIES-HORNER WAS ALSO PAID A LUMP SUM FOR HER REMAINING UNUSED VACATION AT THE TIME OF SEPARATION. THE PAYMENTS WERE MADE IN EQUAL INSTALLMENTS BEGINNING JUNE 1, 2023. TOTAL SEVERANCE PAID DURING THE FISCAL YEAR WAS $72,720 PLUS $11,091 OF UNUSED VACATION.

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.

  • OLLU MAIN BUILDING

    501(c)(3) · SUPPORT · TX · controlled entity

    Directly controlled by Our Lady of the Lake University

Provenance

Return type
form_990
Tax year
2023
Filed
12 April 2025
IRS schema version
2023v6.0
Source object
202501029349300530

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