2025-04-01T11:33:22+00:00 2024-05-31 346565596 ERNST & YOUNG US LLP 425 HOUSTON ST FORT WORTH TX 76102 990 2023-06-01 271891305 Incarnate Word Education Foundation INCA 2108296037 4301 BROADWAY CPO 315 SAN ANTONIO TX 782096318 DR THOMAS M EVANS DIR/PRESIDENT/CEO 2025-04-01 true Melva Scott P01207335 8173351900 2025-03-28 2023 2025-03-06 01:10:19Z DR THOMAS M EVANS 4301 BROADWAY CPO 315 SAN ANTONIO TX 782096318 22554 false X N/A X 2010 TX THE FOUNDATION IS ORGANIZED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF ITS SOLE MEMBER, THE UNIVERSITY OF THE INCARNATE WORD. 3 0 0 3 0 0 0 0 0 0 42510 22554 0 0 42510 22554 0 0 0 0 0 0 0 0 0 0 0 0 0 42510 22554 4532801 304355 0 0 4532801 304355 NONE false false 0 0 0 NOT APPLICABLE 0 true false false false false false false false false false false false true false true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 3 0 false false false false true true true true true false false false true true true false true false false false X DOUGLAS B ENDSLEY 2108296004 4301 BROADWAY CPO 319 SAN ANTONIO TX 782096318 DR DARRELL L HAYDON DIRECTOR/TREASURER (UNTIL 8/05/2024) 0.2 39.8 X X 0 403288 60159 DR THOMAS M EVANS DIR/PRESIDENT/CEO 0.1 39.9 X X 0 1107208 40323 MARCOS FRAGOSO DIRECTOR/SECRETARY 0.1 39.9 X X 0 298541 53301 0 1809037 153783 0 false true false 0 0 0 0 0 0 0 22554 22554 0 0 0 0 0 0 0 0 0 22554 0 0 22554 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 212550 0 0 0 0 0 0 0 0 0 0 0 4251000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 69251 304355 4532801 304355 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4532801 304355 0 0 0 0 0 0 0 0 4532801 304355 4532801 304355 X 22554 -4251000 X false true X true false X X 1 UNIVERSITY OF THE INCARNATE WORD 741109661 2 true 0 0 1 0 0 true false false false false false false false false false false false false false false true false DUE FROM UIW 304355 304355 0 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE UNIVERSITY OF THE INCARNATE WORD, INCARNATE WORD EDUCATION FOUNDATION, UIW INTERNATIONAL, TEXAS INSTITUTE FOR GRADUATE MEDICAL EDUCATION AND RESEARCH, AND ST. ANTHONY CATHOLIC HIGH SCHOOL ARE DOMESTIC CORPORATIONS THAT ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE). THESE ENTITIES ARE NOT PRIVATE FOUNDATIONS. THIS EXEMPTION DOES NOT APPLY TO UNRELATED BUSINESS INCOME (UBI), AS DEFINED BY SECTION 512(A)(1) OF THE CODE, WHICH IS SUBJECT TO FEDERAL INCOME TAX. THE UNIVERSITY HAD NO MATERIAL TAX LIABILITY RESULTING FROM SUCH UBI IN 2024 OR 2023. UNIVERSIDAD LICEO CERVANTINO IS A MEXICAN NON-PROFIT CORPORATION ACQUIRED BY UIW INTERNATIONAL ON JUNE 4, 2015. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE UNCERTAIN TAX POSITIONS TAKEN BY THE UNIVERSITY. THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION ARE RECOGNIZED WHEN THE POSITION IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, TO BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE OR TREASURY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE UNIVERSITY AND HAS CONCLUDED THAT AS OF MAY 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN. THE UNIVERSITY HAS RECOGNIZED NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. THE UNIVERSITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. false false false false false false false false false DR THOMAS M EVANS DIR/PRESIDENT/CEO 0 761398 0 100000 0 245810 0 23100 0 17223 0 1147531 0 0 MARCOS FRAGOSO DIRECTOR/SECRETARY 0 252134 0 10000 0 36407 0 21058 0 32243 0 351842 0 0 DR DARRELL L HAYDON DIRECTOR/TREASURER (UNTIL 8/05/2024) 0 346704 0 10000 0 46584 0 23100 0 37059 0 463447 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation INCARNATE WORD EDUCATION FOUNDATION IS A DOMESTIC CORPORATION THAT IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE). THE ORGANIZATION IS A TYPE 12A-I SUPPORTING ORGANIZATION WHICH IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF ITS SUPPORTED ORGANIZATION AND A RELATED PARTY, THE UNIVERSITY OF THE INCARNATE WORD (UIW). ALL COMPENSATED INDIVIDUALS LISTED IN PART VII, SECTION A AND SCHEDULE J, PART 1 ARE EMPLOYED AND COMPENSATED BY UIW. SUBSEQUENTLY, THE RELATED W-2 FORMS ARE ALSO ISSUED BY UIW. COMPENSATION OF THE CEO IS ESTABLISHED BY UIW'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE COMMITTEE REVIEWS THE DATA FROM THE ANNUAL COMPENSATION STUDY CONDUCTED BY THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES (CUPA) FOR PRIVATE UNIVERSITIES IN OUR BUDGET RANGE WHEN DETERMINING EXECUTIVE COMPENSATION INCREASES. THE COMMITTEE ALSO PERIODICALLY REVIEWS CEO SALARIES AT OTHER PRIVATE UNIVERSITIES IN TEXAS. FURTHERMORE, THE COMMITTEE CONSIDERS TENURE, PERFORMANCE, AND OVERALL EXPERIENCE TO ENSURE THAT COMPENSATION PACKAGES REMAIN AT A COMPETITIVE LEVEL. Form 990, Part VI, Line 6 Classes of members or stockholders THE SOLE MEMBER OF THE CORPORATION IS THE UNIVERSITY OF THE INCARNATE WORD. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE DIRECTORS, OTHER THAN THE INITIAL DIRECTORS, SHALL BE APPOINTED BY THE UNIVERSITY OF THE INCARNATE WORD. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE MEMBER SHALL APPROVE ANY EXPENDITURE OR GRANT EQUAL TO OR IN EXCESS OF $500,000 AND ANY MERGER, ACQUISITION, CONSOLIDATION, OR DISSOLUTION OF THE CORPORATION, THE CREATION, OWNERSHIP, OR ACQUISITION OF, OR AFFILIATION WITH, ANY OTHER ORGANIZATION, AND THE BORROWING OR LENDING OF MONEY OR THE CREATION OF INDEBTEDNESS THROUGH THE GUARANTY OF ANOTHER'S DEBT OR SIMILAR ACTION. Form 990, Part VI, Line 11b Review of form 990 by governing body THE DETAILED REVIEW OF THE FORM 990 IS CONDUCTED BY UIW MANAGEMENT FOLLOWING THE PREPARATION AND REVIEW OF THE RETURN BY THE ORGANIZATION'S PAID PREPARER. AN ELECTRONIC COPY OF THE FORM 990, AS OPEN FOR PUBLIC INSPECTION, IS EMAILED TO EACH BOARD MEMBER PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy DIRECTORS OF THE FOUNDATION ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT-OF-INTEREST POLICY ON AN ANNUAL BASIS. IT IS THE CONTINUING RESPONSIBILITY OF THE BOARD MEMBERS, EXECUTIVES, AND OFFICERS TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES TO THE BOARD OF DIRECTORS. THE INTERESTED PERSON SHALL LEAVE THE BOARD MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD MEMBERS OR COMMITTEE SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AFFECTED BOARD MEMBERS ABSTAIN FROM VOTING WHEN THERE IS A CONFLICT OF INTEREST. Form 990, Part VI, Line 19 Required documents available to the public DOCUMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Transfer to UIW - New Market Tax Credit - -4251000; ST ANTHONY CATHOLIC HIGH SCHOOL 3200 MCCULLOUGH AVE SAN ANTONIO TX 78212 200234338 SECONDARY ED. TX 501(c)(3) 2 UIW false UNIVERSITY OF THE INCARNATE WORD 4301 BROADWAY CPO 315 SAN ANTONIO TX 78209 741109661 HIGHER ED. TX 501(c)(3) 2 NA false UIW INTERNATIONAL INC 4301 BROADWAY CPO 315 SAN ANTONIO TX 78209 743012580 SUPPORT ORG. TX 501(c)(3) Type I UIW false UNIVERSIDAD LICEO CERVANTINO EDUCATION MX 501(c)(3) 2 UIW INT'L false TEXAS INSTITUTE FOR GRADUATE MEDICAL 4301 BROADWAY CPO 315 SAN ANTONIO TX 78209 811424767 SUPPORT ORG. TX 501(c)(3) 7 UIW false false false false false false false false false false false false false false true true false false true false University of the Incarnate Word R 4251000 Cost Schedule R, Part VII UIW International Inc. UIW INTERNATIONAL INC. (UIW INT'L), A TEXAS NONPROFIT CORPORATION AND RELATED ORGANIZATION, ACQUIRED UNIVERSIDAD LICEO CERVANTINO (ULC), A MEXICAN NONPROFIT CORPORATION THAT OPERATES MIDDLE SCHOOL, HIGH SCHOOL AND UNIVERSITY CAMPUSES IN IRAPUATO, MEXICO ON JUNE 4, 2015. UIW INT'L IS A 99% MEMBER OF ULC. UIW INT'L ENTERED INTO THIS AGREEMENT TO FURTHER THE UNIVERSITY OF THE INCARNATE WORD'S MISSION OF PROVIDING A FAITH-BASED EDUCATION.