Form 990 for tax year 2023
Filed by SOUTHWESTERN ADVENTIST UNIVERSITY.
Totals
- Total revenue
- $28,711,909
- Total expenses
- $23,921,212
- Contributions and grants received
- $9,967,303
- Grants paid
- $4,927,030
- Program services expenses (Part IX)
- $19,416,257
- Management and general expenses
- $4,427,790
- Fundraising expenses
- $77,165
- Program service expenses (Part III)
- $19,416,257
Program services were 81.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Carlos E Charnicahrt
VP for Financial Administration/CFO
- Total calculated
- $150,373
- From this org
- $150,373
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $145,373
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $145,373
-
Ana Pattterson
President
- Total calculated
- $140,044
- From this org
- $140,044
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $140,044
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $140,044
-
Marcel Sargeant
Vice President for Instituational Research& Effectiveness
- Total calculated
- $121,231
- From this org
- $121,231
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $121,231
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $121,231
-
Donna Berkner
Academic Dean
- Total calculated
- $106,452
- From this org
- $106,452
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $106,452
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $106,452
-
James Shires
Board Member
- Total calculated
- $0
- Hours/week
- 0
-
Todd Goodman
Board Member
- Total calculated
- $0
- Hours/week
- 0
-
John Page
Board Member
- Total calculated
- $0
- Hours/week
- 0
-
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
-
Edmund Fry II
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
-
Arthur Rice
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
-
Barbara Damron
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
-
Richard Dye Sr
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
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 — 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
- 3 · Compensation committee
- 3 · Written employment contract
- 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 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.
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.
-
Southwestern Union Conference of Seventh-day Adventists
501(c)3 · Religious · TX
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 21 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501159349301855
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