Nonprofit · EIN 74-1233796
SOUTHWESTERN UNIVERSITY
Also known as The Pi Kappa Alpha Fraternity
Tax-exempt · GEORGETOWN, TX 78626
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $132,002,761 | $125,314,099 | $6,688,662 | $694,203,514 | $127,929,671 | $566,273,843 |
| June 30, 2024 | 990 | $129,947,951 | $119,258,903 | $10,689,048 | $668,819,229 | $124,767,291 | $544,051,938 |
| June 30, 2023 | 990 | $146,278,823 | $125,345,297 | $20,933,526 | $643,356,651 | $126,699,005 | $516,657,646 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $10,393,346
- of which government grants
- $852,858
- Program service revenue
- $90,652,524
- Investment income
- $29,016,447
- Royalties
- $12,513
- Net rental income
- $4,200
- Net gain from sales of assets
- $19,352,581
- Net income from fundraising events
- -$7,732
- Tax-exempt bond proceeds
- $2,653,750
- Other revenue
- $1,940,444
Expenses
- Grants and similar amounts paid
- $45,415,794
- Compensation of officers, directors and key employees
- $2,711,549
- Other salaries and wages
- $28,910,152
- Salaries, compensation and benefits (total)
- $40,585,648
- Professional fundraising fees
- $0
- Legal fees
- $205,275
- Accounting fees
- $174,474
- Occupancy
- $3,194,204
- Travel
- $1,752,816
- Depreciation
- $8,008,290
- Program services (functional)
- $103,326,175
- Management and general (functional)
- $20,131,968
- Fundraising (functional)
- $1,855,956
Balance sheet and other
- Total assets, start of year
- $668,819,229
- Total assets, end of year
- $694,203,514
- Total liabilities, end of year
- $127,929,671
- Net assets, end of year
- $566,273,843
- Land, buildings and equipment
- $203,607,205
- Publicly traded securities
- $210,993,946
- Net assets without donor restrictions
- $172,480,789
- Net assets with donor restrictions
- $393,793,054
- Gross unrelated business income
- $764,305
- Gross receipts
- $493,563,915
- Employees
- 1,243
- Volunteers
- 941
- Year formed
- 1875
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAURA SKANDERA TROMBLEY | TRUSTEE & PRESIDENT Trustee or director, Officer | 39.9 | $745,895 | $154,478 |
| LENORA CHAPMAN | VP FOR FINANCE & ADMINISTRATION Officer | 39.9 | $299,876 | $33,348 |
| THOMAS DELAHUNT | VP FOR STRATEGIC RECRUITMENT & ENROLLMENT Key employee | 40 | $261,047 | $37,805 |
| MARIE MUHVIC | VP FOR UNIVERSITY RELATIONS Key employee | 40 | $267,303 | $25,001 |
| ALISA MCALISTER GAUNDER | DEAN OF THE FACULTY Key employee | 40 | $245,708 | $34,305 |
| ROBERT LEONARD | AVP FOR FINANCE AND ACCOUNTING Highest-paid employee | 40 | $192,858 | $13,518 |
| KENT HUNTSMAN | INTERIM VP FOR UNI. RELATIONS & AVP FOR DEV. Key employee | 39.9 | $172,792 | $33,270 |
| DAVID SANCHEZ | AVP FOR INFO TECH AND CIO Key employee | 40 | $178,459 | $22,492 |
| DINAH RITCHIE | VP FOR COMMUNICATIONS Key employee | 40 | $163,988 | $27,831 |
| KEN RALPH | DIRECTOR OF INTRECOLLEGIATE ATHLETICS Key employee | 40 | $158,942 | $27,833 |
| JULIE A COWLEY | AVP FOR ACADEMIC AFFAIRS Highest-paid employee | 40 | $159,266 | $27,254 |
| SERGIO COSTOLA | DEAN OF THE FACULTY Highest-paid employee | 40 | $133,361 | $26,823 |
| LAURA HOBGOOD | PROFESSOR OF RELIGION Highest-paid employee | 40 | $135,612 | $21,608 |
| JOHN COOPER | PROFESSOR OF MUSIC Highest-paid employee | 40 | $128,484 | $19,421 |
| CHRISTOPHER E CRAGG | TRUSTEE & CHAIR Trustee or director, Officer | 4 | $0 | $0 |
34 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SYLVIA J KERRIGAN | TRUSTEE & VICE CHAIR Trustee or director, Officer | 3.5 | $0 |
| R GRIFFIN LORD | TRUSTEE & SEC/TREAS Trustee or director, Officer | 3 | $0 |
| MELISSA T ANDERSON | TRUSTEE Trustee or director | 3 | $0 |
| H BRENT AUSTIN | TRUSTEE Trustee or director | 3 | $0 |
| JORGE C DIAZ CUERVO | TRUSTEE Trustee or director | 3 | $0 |
| KATIE DORSEY | TRUSTEE Trustee or director | 3.5 | $0 |
| CYNTHIA F HARVEY | TRUSTEE Trustee or director | 3 | $0 |
| LAURA K HINSON | TRUSTEE Trustee or director | 3 | $0 |
| BRIAN T JACKSON | TRUSTEE Trustee or director | 3.5 | $0 |
| JEAN T JANSSEN | TRUSTEE Trustee or director | 3 | $0 |
| GLOVER OL JOHNSON III | TRUSTEE Trustee or director | 3 | $0 |
| ED JONES | TRUSTEE Trustee or director | 3 | $0 |
| DALE T KNOBEL | TRUSTEE Trustee or director | 3 | $0 |
| FRANK P KRASOVEC | TRUSTEE Trustee or director | 3.5 | $0 |
| KEVIN J LILLY | TRUSTEE Trustee or director | 3 | $0 |
| AMANDA M MCMILLIAN | TRUSTEE Trustee or director | 3 | $0 |
| CASSANDRA M MCZEAL | TRUSTEE Trustee or director | 3.5 | $0 |
| ELIZABETH G MEDINA | TRUSTEE Trustee or director | 3 | $0 |
| LAURA A MERRILL | TRUSTEE Trustee or director | 3 | $0 |
| BELEN C MICKLAS | TRUSTEE Trustee or director | 3 | $0 |
| THOMAS J PACE III | TRUSTEE Trustee or director | 3 | $0 |
| CLAIRE PEEL | TRUSTEE Trustee or director | 3 | $0 |
| REX L PREIS | TRUSTEE Trustee or director | 3 | $0 |
| RICKY A RAVEN | TRUSTEE Trustee or director | 3 | $0 |
| STEPHEN RESSLING | TRUSTEE Trustee or director | 3 | $0 |
| H BLAKE STANFORD | TRUSTEE Trustee or director | 3.5 | $0 |
| KRISTIN STARODUB | TRUSTEE Trustee or director | 3 | $0 |
| AJAY THOMAS | TRUSTEE Trustee or director | 3 | $0 |
| VERONICA V STIDVENT | TRUSTEE Trustee or director | 3 | $0 |
| JAVIER URIBE | TRUSTEE Trustee or director | 3 | $0 |
| LORRI J WHITE | TRUSTEE Trustee or director | 3 | $0 |
| K ELIZABETH YEAGER | TRUSTEE Trustee or director | 3 | $0 |
| M KATE YORK | TRUSTEE Trustee or director | 3 | $0 |
| MIGUEL J ZORRILLA | TRUSTEE Trustee or director | 3.5 | $0 |
990 for the year ended June 30, 2024: 52 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAURA SKANDERA TROMBLEY | TRUSTEE & PRESIDENT Trustee or director, Officer | 39.9 | $744,323 | $155,488 |
| LENORA CHAPMAN | VP FOR FINANCE & ADMINISTRATION Officer | 39.9 | $289,289 | $32,192 |
| THOMAS DELAHUNT | VP FOR STRATEGIC RECRUITMENT & ENROLLMENT Key employee | 40 | $249,879 | $35,983 |
| J PAUL SECORD | VP FOR UNIVERSITY RELATIONS Key employee | 40 | $256,424 | $21,349 |
| ALISA MCALISTER GAUNDER | DEAN OF THE FACULTY Key employee | 40 | $227,942 | $31,177 |
| KENT HUNTSMAN | INTERIM VP FOR UNI. RELATIONS & AVP FOR DEV. Key employee | 39.9 | $186,371 | $31,158 |
| DAVID OCHSNER | VP FOR COMMUNICATIONS Key employee | 40 | $186,117 | $23,752 |
| DAVID SANCHEZ | AVP FOR INFO TECH AND CIO Key employee | 40 | $176,861 | $25,771 |
| KEN RALPH | DIRECTOR OF INTRECOLLEGIATE ATHLETICS Key employee | 40 | $181,512 | $13,076 |
| JULIE A COWLEY | AVP FOR ACADEMIC AFFAIRS Highest-paid employee | 40 | $152,638 | $28,078 |
| HEATH ROBERIE | ASST FOR BUDGETING AND PLANNING Highest-paid employee | 40 | $150,701 | $26,949 |
| RICHARD MARTINEZ | AVP FOR FACILITIES MANAGEMENT Highest-paid employee | 40 | $137,127 | $27,457 |
| BENJAMIN PIERCE | PROFESSOR OF BIOLOGY Highest-paid employee | 40 | $135,150 | $27,052 |
| LAURA HOBGOOD | PROFESSOR OF RELIGION Highest-paid employee | 40 | $133,045 | $20,275 |
| CHRISTOPHER E CRAGG | TRUSTEE & CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| SYLVIA J KERRIGAN | TRUSTEE & VICE CHAIR Trustee or director, Officer | 3.5 | $0 | $0 |
| R GRIFFIN LORD | TRUSTEE & SEC/TREAS Trustee or director, Officer | 3 | $0 | $0 |
| MELISSA T ANDERSON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| H BRENT AUSTIN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| PAM SLAUGHTER BUSH | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JORGE C DIAZ CUERVO | TRUSTEE Trustee or director | 3 | $0 | $0 |
| CYNTHIA F HARVEY | TRUSTEE Trustee or director | 3 | $0 | $0 |
| CAROL C HERDER | TRUSTEE Trustee or director | 3.5 | $0 | $0 |
| LAURA K HINSON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| BRIAN T JACKSON | TRUSTEE Trustee or director | 3.5 | $0 | $0 |
| JEAN T JANSSEN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| GLOVER OL JOHNSON III | TRUSTEE Trustee or director | 3 | $0 | $0 |
| DALE T KNOBEL | TRUSTEE Trustee or director | 3 | $0 | $0 |
| FRANK P KRASOVEC | TRUSTEE Trustee or director | 3.5 | $0 | $0 |
| KEVIN J LILLY | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JAY MARSHALL | TRUSTEE Trustee or director | 3 | $0 | $0 |
| CRAIG MCKINNEY | TRUSTEE Trustee or director | 3 | $0 | $0 |
| AMANDA M MCMILLIAN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| CASSANDRA M MCZEAL | TRUSTEE Trustee or director | 3.5 | $0 | $0 |
| ELIZABETH G MEDINA | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MARY E MEDLEY | TRUSTEE Trustee or director | 3.5 | $0 | $0 |
| LAURA A MERRILL | TRUSTEE Trustee or director | 3 | $0 | $0 |
| BELEN C MICKLAS | TRUSTEE Trustee or director | 3 | $0 | $0 |
| LYNN PARR MOCK | TRUSTEE Trustee or director | 3.5 | $0 | $0 |
| THOMAS J PACE III | TRUSTEE Trustee or director | 3 | $0 | $0 |
| CLAIRE PEEL | TRUSTEE Trustee or director | 3.5 | $0 | $0 |
| REX L PREIS | TRUSTEE Trustee or director | 3.5 | $0 | $0 |
| STEVEN A RABEN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| RICKY A RAVEN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MAX SCHEIN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| KENNETH SNODGRASS | TRUSTEE Trustee or director | 3.5 | $0 | $0 |
| H BLAKE STANFORD | TRUSTEE Trustee or director | 3.5 | $0 | $0 |
| VERONICA V STIDVENT | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JAVIER URIBE | TRUSTEE Trustee or director | 3 | $0 | $0 |
| LORRI J WHITE | TRUSTEE Trustee or director | 3 | $0 | $0 |
| K ELIZABETH YEAGER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MIGUEL J ZORRILLA | TRUSTEE Trustee or director | 3.5 | $0 | $0 |
990 for the year ended June 30, 2023: 47 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAURA SKANDERA TROMBLEY | TRUSTEE & PRESIDENT Trustee or director, Officer | 40 | $692,627 | $128,471 |
| LENORA CHAPMAN | VP FOR FINANCE & ADMINISTRATION Key employee | 40 | $281,770 | $32,046 |
| THOMAS DELAHUNT | VP FOR STRATEGIC RECRUITMENT & ENROLLMENT Key employee | 40 | $248,994 | $39,341 |
| J PAUL SECORD | VP FOR UNIVERSITY RELATIONS Key employee | 40 | $209,517 | $30,682 |
| ALISA MCALISTER GAUNDER | DEAN OF THE FACULTY Key employee | 40 | $207,442 | $29,743 |
| JAIME J WOODY | VP FOR STUDENT LIFE Key employee | 40 | $169,981 | $23,304 |
| KENT HUNTSMAN | AVP FOR DEVELOPMENT Highest-paid employee | 40 | $154,521 | $30,441 |
| BENJAMIN PIERCE | PROFESSOR OF BIOLOGY Highest-paid employee | 40 | $156,176 | $27,931 |
| JULIE A COWLEY | AVP FOR ACADEMIC AFFAIRS Highest-paid employee | 40 | $155,704 | $27,717 |
| LAURA HOBGOOD | PROFESSOR OF RELIGION Highest-paid employee | 40 | $154,031 | $21,564 |
| ELMA F BENAVIDES | AVP FOR HUMAN RESOURCES Highest-paid employee | 40 | $148,861 | $24,367 |
| CHRISTOPHER E CRAGG | TRUSTEE & CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| SYLVIA J KERRIGAN | TRUSTEE & VICE CHAIR Trustee or director, Officer | 3.5 | $0 | $0 |
| R GRIFFIN LORD | TRUSTEE & SEC/TREAS Trustee or director, Officer | 3.5 | $0 | $0 |
| MELISSA T ANDERSON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| H BRENT AUSTIN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| PAM SLAUGHTER BUSH | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JORGE C DIAZ CUERVO | TRUSTEE Trustee or director | 3 | $0 | $0 |
| CAROL C HERDER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| LAURA K HINSON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| BRIAN T JACKSON | TRUSTEE Trustee or director | 3.5 | $0 | $0 |
| JEAN T JANSSEN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| GLOVER OL JOHNSON III | TRUSTEE Trustee or director | 3 | $0 | $0 |
| DALE T KNOBEL | TRUSTEE Trustee or director | 3 | $0 | $0 |
| FRANK P KRASOVEC | TRUSTEE Trustee or director | 3.5 | $0 | $0 |
| ALESHA E LEWIS | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JAY MARSHALL | TRUSTEE Trustee or director | 3 | $0 | $0 |
| CRAIG MCKINNEY | TRUSTEE Trustee or director | 3 | $0 | $0 |
| AMANDA M MCMILLIAN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| CASSANDRA M MCZEAL | TRUSTEE Trustee or director | 3.5 | $0 | $0 |
| ELIZABETH G MEDINA | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MARY E MEDLEY | TRUSTEE Trustee or director | 3.5 | $0 | $0 |
| LYNN PARR MOCK | TRUSTEE Trustee or director | 3.5 | $0 | $0 |
| THOMAS J PACE III | TRUSTEE Trustee or director | 3 | $0 | $0 |
| CLAIRE PEEL | TRUSTEE Trustee or director | 3.5 | $0 | $0 |
| REX L PREIS | TRUSTEE Trustee or director | 3.5 | $0 | $0 |
| STEVEN A RABEN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| RICKY A RAVEN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MAX SCHEIN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| THOMAS V SHOCKLEY III | TRUSTEE Trustee or director | 3.5 | $0 | $0 |
| KENNETH SNODGRASS | TRUSTEE Trustee or director | 3.5 | $0 | $0 |
| H BLAKE STANFORD | TRUSTEE Trustee or director | 3.5 | $0 | $0 |
| VERONICA V STIDVENT | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JAVIER URIBE | TRUSTEE Trustee or director | 3 | $0 | $0 |
| LORRI J WHITE | TRUSTEE Trustee or director | 3 | $0 | $0 |
| K ELIZABETH YEAGER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MIGUEL J ZORRILLA | TRUSTEE Trustee or director | 3.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1001 E UNIVERSITY AVE, GEORGETOWN, TX 78626-6100
- In care of
- % SALLY M VOLLING
- Mailing address (990-N for 2010)
- 1001 E University Ave Box 7476, Georgetown TX 78626
- Principal officer (990 for 2024)
- LAURA SKANDERA TROMBLEY, 1001 E UNIVERSITY AVE, GEORGETOWN, TX 78626
- Principal officer (990-N for 2010)
- Brady Kent, 1001 E University Ave Box 7476, Georgetown TX 78626
- Signed the 990
- AINSLEY GOULBOURNE, VP FOR FINANCE & ADMIN
- Phone
- (512) 863-1460
- Website
- www.aopikes.com
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
Mission
SOUTHWESTERN UNIVERSITY, UNDER THE AUSPICES OF THE UNITED METHODIST CHURCH, IS COMMITTED TO UNDERGRADUATE LIBERAL ARTS EDUCATION INVOLVING BOTH THE STUDY OF AND PARTICIPATION IN SIGNIFICANT ASPECTS OF OUR CULTURAL HERITAGE, EXPRESSED PRIMARILY THROUGH THE ARTS, THE SCIENCES, THE INSTITUTIONS, AND THE PROFESSIONS OF SOCIETY. SEE SCHEDULE O FORM 990, PART 1, LINE 1 NOTE FOR SOUTHWESTERN UNIVERSITY'S COMPLETE MISSION.
Program accomplishments
- INSTRUCTIONAL SERVICES AND FINANCIAL ASSISTANCE: THE UNIVERSITY'S PRIMARY MISSION IS FOSTERING A LIBERAL ARTS EDUCATIONAL COMMUNITY OF THE HIGHEST CALIBER. THE UNIVERSITY SEEKS TO DEVELOP A COMMUNITY OF SCHOLARS IN BOTH ITS FACULTY AND STUDENT BODY THAT IS SELF-CRITICAL AND TOUGH-MINDED, AND THAT MAINTAINS RIGOROUS ACADEMIC STANDARDS. THOUGH ITS PAIDEIA PROGRAM, THE UNIVERSITY TRANSCENDS CONVENTIONAL APPROACHES TO TEACHING AND LEARNING THROUGH A STUDENT-DRIVEN, FACULTY-LED EXPERIENCE. THE PROGRAM EMPHASIZES INTELLECTUAL CURIOSITY, PROMOTES CONNECTIONS BETWEEN ACADEMIC COURSES, OFFERS INTERCULTURAL AND DIVERSITY EXPERIENCES, ENCOURAGES CIVIC ENGAGEMENT, AND SUPPORTS COLLABORATIVE OR GUIDED RESEARCH AND CREATIVE WORKS. FOR THE YEAR, THE UNIVERSITY PROVIDED SERVICES TO APPROXIMATELY 1,500 STUDENTS IN ITS ACADEMIC INSTRUCTIONAL PROGRAMS. MOST OF THE UNIVERSITY'S ENROLLMENT IS TRADITIONAL COLLEGE-AGE STUDENTS, AND FOR THE FALL 2024 SEMESTER, 98.8% WERE ENROLLED FULL-TIME (12 OR MORE CREDIT HOURS FOR THE SEMESTER). THE STUDENT-TEACHER RATIO WAS APPROXIMATELY 11:1 IN THE CURRENT YEAR. APPROXIMATELY 98% OF STUDENTS RECEIVED INSTITUTIONAL FINANCIAL ASSISTANCE. APPROXIMATELY 56% OF UNIVERSITY STUDENTS RECEIVED NEED-BASED FINANCIAL ASSISTANCE.Expenses $77,888,045 · grants $45,415,795 · revenue $52,860,278
- STUDENT SERVICES: THE UNIVERSITY SEEKS TO SUPPORT ITS PRIMARY ACADEMIC MISSION THROUGH ROBUST STUDENT SERVICES FOR ITS PRIMARILY RESIDENTIAL LIBERAL ARTS CAMPUS. STUDENT SERVICES INCLUDE THE POLICE DEPARTMENT, STUDENT ACTIVITIES, RESIDENTIAL LIFE ADMINISTRATION, CAREER COUNSELING SERVICES, STUDENT HEALTH AND COUNSELING SERVICES, NCAA III ATHLETICS, INTRAMURAL SPORTS, AND OTHER SERVICES VITAL TO SUPPORT A RESIDENTIAL ACADEMIC COMMUNITY OF THE HIGHEST CALIBER AND QUALITY.Expenses $13,704,804 · revenue $22,726,275
- AUXILIARY ENTERPRISES INCLUDE STUDENT RESIDENTIAL CENTER OPERATION AND FOOD SERVICE OPERATIONS. FOR THIS ACADEMIC YEAR, APPROXIMATELY 68.8% OF THE STUDENT BODY LIVED ON CAMPUS IN RESIDENTIAL CENTERS. RESIDENTIAL CENTERS INCLUDE LIVING/LEARNING CENTERS WHICH INTEGRATE CLASSROOM AND OTHER EXPERIENCES INTO THE RESIDENTIAL ENVIRONMENT. FOOD SERVICES IS PROVIDED PRIMARILY FOR RESIDENTIAL AND NON RESIDENTIAL STUDENT USAGE, FACULTY, STAFF, AND GUESTS OF THE UNIVERSITY. AUXILIARY ENTERPRISES EXPENSES INCLUDE DEPRECIATION, INTEREST, AND PHYSICAL PLANT EXPENSE ALLOCATIONS.Expenses $11,733,326 · revenue $16,677,687
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 74-1233796
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1971
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B420)
- Assets (IRS master file)
- $694,203,514
- Income (IRS master file)
- $493,563,915
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $132,002,761 | $125,314,099 | $694,203,514 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $129,947,951 | $119,258,903 | $668,819,229 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $146,278,823 | $125,345,297 | $643,356,651 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $148,156,196 | $115,363,718 | $544,973,903 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2010 Officer: Brady Kent | June 30, 2011 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-1233796).
Questions about SOUTHWESTERN UNIVERSITY
- What is the EIN of SOUTHWESTERN UNIVERSITY?
- The employer identification number (EIN) of SOUTHWESTERN UNIVERSITY is 74-1233796.
- Is SOUTHWESTERN UNIVERSITY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to SOUTHWESTERN UNIVERSITY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHWESTERN UNIVERSITY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTHWESTERN UNIVERSITY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHWESTERN UNIVERSITY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SOUTHWESTERN UNIVERSITY?
- The 990 for the year ended June 30, 2025 names LAURA SKANDERA TROMBLEY.
- Who are the officers and directors of SOUTHWESTERN UNIVERSITY?
- The 990 for the year ended June 30, 2025 lists 49 people; 14 received compensation from the organization, the highest $745,895 (LAURA SKANDERA TROMBLEY, TRUSTEE & PRESIDENT).
- How much revenue does SOUTHWESTERN UNIVERSITY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $132,002,761, expenses of $125,314,099 and total assets of $694,203,514 at year end.
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