Nonprofit · EIN 75-0891465
SOUTHWESTERN ADVENTIST UNIVERSITY
Tax-exempt · KEENE, TX 76059
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $30,576,637 | $27,023,885 | $3,552,752 | $79,480,261 | $2,133,152 | $77,347,109 |
| June 30, 2024 | 990 | $28,711,909 | $23,921,212 | $4,790,697 | $75,772,757 | $1,978,400 | $73,794,357 |
| June 30, 2023 | 990 (amended) | $25,210,549 | $23,418,529 | $1,792,020 | $75,040,658 | $6,036,998 | $69,003,660 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $11,309,867
- of which government grants
- $3,462,106
- Program service revenue
- $14,713,131
- Investment income
- $4,061,003
- Net rental income
- $113,824
- Other revenue
- $492,636
Expenses
- Grants and similar amounts paid
- $5,007,342
- Compensation of officers, directors and key employees
- $420,477
- Other salaries and wages
- $9,371,649
- Salaries, compensation and benefits (total)
- $14,639,437
- Professional fundraising fees
- $0
- Legal fees
- $24,734
- Accounting fees
- $172,366
- Occupancy
- $785,646
- Travel
- $332,982
- Depreciation
- $1,199,865
- Program services (functional)
- $11,747,344
- Management and general (functional)
- $14,792,829
- Fundraising (functional)
- $483,712
Balance sheet and other
- Total assets, start of year
- $75,772,757
- Total assets, end of year
- $79,480,261
- Total liabilities, end of year
- $2,133,152
- Net assets, end of year
- $77,347,109
- Land, buildings and equipment
- $27,689,438
- Publicly traded securities
- $33,488,948
- Net assets without donor restrictions
- $50,386,151
- Net assets with donor restrictions
- $26,960,958
- Gross receipts
- $30,659,536
- Employees
- 668
- Volunteers
- 0
- Year formed
- 1942
- 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 |
|---|---|---|---|
| Ana Pattterson | President Officer, Key employee, Highest-paid employee | 40 | $148,237 |
| Ronald M Wehtje | VP for Financial Administration/Interim CFO Officer, Key employee, Highest-paid employee | 40 | $140,000 |
| Donna Berkner | Academic Dean Officer, Key employee | 40 | $120,413 |
| Marcel Sargeant | Vice President for Instituational Research& Effectiveness Officer, Key employee, Highest-paid employee | 40 | $118,460 |
| Sheree Parris Nudd | Board Member Trustee or director | 0 | $0 |
| Stephen Brooks | Board Member Trustee or director | 0 | $0 |
| Carol Campbell | Board Member Trustee or director | 0 | $0 |
| Penney Johnson | Board Member Trustee or director | 0 | $0 |
| Carlton Byrd | Board Member Trustee or director | 0 | $0 |
| Renee Sensabaugh | Board Member Trustee or director | 0 | $0 |
| Carlos Craig | Chairman Trustee or director | 0 | $0 |
| Elton DeMoraes | Board Member Trustee or director | 0 | $0 |
| Timothy Bainum | Board Member (Emeritus) Trustee or director | 0 | $0 |
| Charles Mitchell | Board Member Trustee or director | 0 | $0 |
| Nerv Thomas | Board Member Trustee or director | 0 | $0 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Billy Pechero | Board Member Trustee or director | 0 | $0 |
| Wayne Powell | Board Member Trustee or director | 0 | $0 |
| Lili Gil Valletta | Board Member Trustee or director | 0 | $0 |
| Max Trevino | Board Member (Emeritus) Trustee or director | 0 | $0 |
| Douglas Bowyer | Board Member Trustee or director | 0 | $0 |
| Lee-Roy Chacon | Board Member Trustee or director | 0 | $0 |
| Timothy Whitley | Board Member Trustee or director | 0 | $0 |
| Charlie Wilson | Board Member Trustee or director | 0 | $0 |
| Kenneth R Medlock | Board Member Trustee or director | 0 | $0 |
| John Page | Board Member Trustee or director | 0 | $0 |
| Barbara Damron | Board Member Trustee or director | 0 | $0 |
| Daniel Ortega | Board Member Trustee or director | 0 | $0 |
| Jeff Villegas | Board Member Trustee or director | 0 | $0 |
| Arthur Rice | Board Member Trustee or director | 0 | $0 |
| Roy Ice | Board Member Trustee or director | 0 | $0 |
| Trevor Wright | Board Member Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 31 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carlos E Charnicahrt | VP for Financial Administration/CFO Officer, Key employee, Highest-paid employee | 40 | $150,373 |
| Ana Pattterson | President Officer, Key employee, Highest-paid employee | 40 | $140,044 |
| Marcel Sargeant | Vice President for Instituational Research& Effectiveness Officer, Key employee, Highest-paid employee | 40 | $121,231 |
| Donna Berkner | Academic Dean Officer, Key employee, Highest-paid employee | 40 | $106,452 |
| James Shires | Board Member Trustee or director | 0 | $0 |
| Todd Goodman | Board Member Trustee or director | 0 | $0 |
| John Page | Board Member Trustee or director | 0 | $0 |
| Sheree Parris Nudd | Board Member Trustee or director | 0 | $0 |
| Stephen Brooks | Board Member Trustee or director | 0 | $0 |
| Carol Campbell | Board Member Trustee or director | 0 | $0 |
| Penney Johnson | Board Member Trustee or director | 0 | $0 |
| Carlton Byrd | Board Member Trustee or director | 0 | $0 |
| Renee Sensabaugh | Board Member Trustee or director | 0 | $0 |
| Carlos Craig | Chairman Trustee or director | 0 | $0 |
| Elton DeMoraes | Board Member Trustee or director | 0 | $0 |
| Edmund Fry II | Board Member Trustee or director | 0 | $0 |
| Timothy Bainum | Board Member (Emeritus) Trustee or director | 0 | $0 |
| Charles Mitchell | Board Member Trustee or director | 0 | $0 |
| Arthur Rice | Board Member Trustee or director | 0 | $0 |
| Nerv Thomas | Board Member Trustee or director | 0 | $0 |
| Billy Pechero | Board Member Trustee or director | 0 | $0 |
| Barbara Damron | Board Member Trustee or director | 0 | $0 |
| Wayne Powell | Board Member Trustee or director | 0 | $0 |
| Lili Gil Valletta | Board Member Trustee or director | 0 | $0 |
| Richard Dye Sr | Board Member Trustee or director | 0 | $0 |
| Max Trevino | Board Member (Emeritus) Trustee or director | 0 | $0 |
| Douglas Bowyer | Board Member Trustee or director | 0 | $0 |
| Lee-Roy Chacon | Board Member Trustee or director | 0 | $0 |
| Timothy Whitley | Board Member Trustee or director | 0 | $0 |
| Charlie Wilson | Board Member Trustee or director | 0 | $0 |
| Kenneth R Medlock | Board Member Trustee or director | 0 | $0 |
990 for the year ended June 30, 2023: 32 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ana Pattterson | Interim President Officer, Key employee, Highest-paid employee | 40 | $133,441 |
| Marcel Sargeant | Vice President for Instituational Research& Effectiveness Key employee, Highest-paid employee | 40 | $108,046 |
| Donna Berkner | Academic Dean Officer, Key employee | 40 | $102,008 |
| Joel Wallace | Financial Vice President Officer, Key employee | 40 | $51,306 |
| Carlos E Charnicahrt | VP for Financial Administration/CFO Officer, Key employee | 40 | $38,495 |
| James Shires | Board Member Trustee or director | 0 | $0 |
| Todd Goodman | Board Member Trustee or director | 0 | $0 |
| John Page | Board Member Trustee or director | 0 | $0 |
| Sheree Parris Nudd | Board Member Trustee or director | 0 | $0 |
| Stephen Brooks | Board Member Trustee or director | 0 | $0 |
| Carol Campbell | Board Member Trustee or director | 0 | $0 |
| Penney Johnson | Board Member Trustee or director | 0 | $0 |
| Carlton Byrd | Board Member Trustee or director | 0 | $0 |
| Renee Sensabaugh | Board Member Trustee or director | 0 | $0 |
| Carlos Craig | Chairman Trustee or director | 0 | $0 |
| Elton DeMoraes | Board Member Trustee or director | 0 | $0 |
| Edmund Fry II | Board Member Trustee or director | 0 | $0 |
| Timothy Bainum | Board Member (Emeritus) Trustee or director | 0 | $0 |
| Charles Mitchell | Board Member Trustee or director | 0 | $0 |
| Arthur Rice | Board Member Trustee or director | 0 | $0 |
| Nerv Thomas | Board Member Trustee or director | 0 | $0 |
| Billy Pechero | Board Member Trustee or director | 0 | $0 |
| Barbara Damron | Board Member Trustee or director | 0 | $0 |
| Wayne Powell | Board Member Trustee or director | 0 | $0 |
| Lili Gil Valletta | Board Member Trustee or director | 0 | $0 |
| Richard Dye Sr | Board Member Trustee or director | 0 | $0 |
| Max Trevino | Board Member (Emeritus) Trustee or director | 0 | $0 |
| Douglas Bowyer | Board Member Trustee or director | 0 | $0 |
| Lee-Roy Chacon | Board Member Trustee or director | 0 | $0 |
| Timothy Whitley | Board Member Trustee or director | 0 | $0 |
| Charlie Wilson | Board Member Trustee or director | 0 | $0 |
| Kenneth R Medlock | Board Member Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 W HILLCREST ST, KEENE, TX 76059-1922
- In care of
- % GREG WICKLUND
- Principal officer (990 for 2024)
- Ana Patterson, 1316 CR 314, Cleburne, TX 76031
- Signed the 990
- Gabriel Morales-Burgos, Assistant Financial Vice President
- Phone
- (817) 202-6315
- Website
- www.swau.edu
Mission
The mission of Southwestern Adventist University is to offer quality higher education in a Christ centered enviroment.
Program accomplishments
- Adult Education Programs: Distance Learning and Adult DegreeExpenses $360,305 · revenue $617,794
- General/Other: Major ProgramsExpenses $6,379,697 · revenue $12,084,660
- Student Financial Aid Programs: Student FinanceExpenses $5,007,342 · grants $3,512,141 · revenue $14,713,131
What it must file and when
IRS records say it files Not required (church). Churches are not required to file. 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
- 75-0891465
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Church
- Exempt since
- 1947
- Accounting year ends
- June
- Files
- Not required (church)
- Group exemption
- 1071: GENERAL CONFERENCE OF SEVENTH DAY ADVENTIST
- Assets (IRS master file)
- $79,480,261
- Income (IRS master file)
- $30,659,536
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $30,576,637 | $27,023,885 | $79,480,261 | XML |
| 990 | June 2024 | $28,711,909 | $23,921,212 | $75,772,757 | IRS |
| 990 | June 2023 | $25,210,549 | $23,418,529 | $75,040,658 | XML |
| 990 | June 2022 | $25,818,147 | $24,724,273 | $70,460,829 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
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 75-0891465).
Questions about SOUTHWESTERN ADVENTIST UNIVERSITY
- What is the EIN of SOUTHWESTERN ADVENTIST UNIVERSITY?
- The employer identification number (EIN) of SOUTHWESTERN ADVENTIST UNIVERSITY is 75-0891465.
- Is SOUTHWESTERN ADVENTIST UNIVERSITY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1947.
- Which annual return does SOUTHWESTERN ADVENTIST UNIVERSITY file?
- Form Not required (church). Churches are not required to file.
- When is the next return of SOUTHWESTERN ADVENTIST 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 ADVENTIST 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 ADVENTIST UNIVERSITY?
- The 990 for the year ended June 30, 2025 names Ana Patterson.
- Who are the officers and directors of SOUTHWESTERN ADVENTIST UNIVERSITY?
- The 990 for the year ended June 30, 2025 lists 31 people; 4 received compensation from the organization, the highest $148,237 (Ana Pattterson, President).
- How much revenue does SOUTHWESTERN ADVENTIST UNIVERSITY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $30,576,637, expenses of $27,023,885 and total assets of $79,480,261 at year end.
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