NonprofitsSouthwestern University

Education

Southwestern University

GEORGETOWN, TX

Total revenue

$129.9M

Total expenses

$119.3M

Net assets

$544.1M

Grants received

$33.9M

298 grants

EIN

741233796

Tax year

2023

Mission

Southwestern university, under the auspices of the united methodist church, is committed to undergraduate liberal 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. As a teaching-learning community, southwestern encourages rigorous inquiry and scholarship, creative teaching, and the expression of free human life. The university seeks to involve the student in finding a personal and social direction for life, developing more sensitive methods of communication, cultivating those qualities and skills which make for personal and professional effectiveness, and learning to think clearly and make relevant judgments and discriminations.

Programs

2 programs

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: $12.9M

Auxiliary enterprises, include student residential center operations and food service operations. For this academic year, approximately 71.8% 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: $11.9M

Financials

FY 2023

Revenue

Contributions & grants$13.1M
Program service revenue$86.2M
Investment income$28.7M
Other revenue$1.9M
Total revenue$129.9M

Expenses

Grants paid$43.0M
Salaries & benefits$40.0M
Fundraising$2.3M
Other expenses$36.2M
Total expenses$119.3M
Total assets$668.8M
Net assets$544.1M

People

50 listed

NameRoleCompensation

LAURA SKANDERA TROMBLEY

TRUSTEE & PRESIDENT

Board

$744K

39.9 hrs/wk

LENORA CHAPMAN

VP FOR FINANCE & ADMINISTRATION

Board

$289K

39.9 hrs/wk

DALE T KNOBEL

TRUSTEE

Board

3 hrs/wk

FRANK P KRASOVEC

TRUSTEE

Board

3.5 hrs/wk

KEVIN J LILLY

TRUSTEE

Board

3 hrs/wk

JAY MARSHALL

TRUSTEE

Board

3 hrs/wk

CRAIG MCKINNEY

TRUSTEE

Board

3 hrs/wk

AMANDA M MCMILLIAN

TRUSTEE

Board

3 hrs/wk

CASSANDRA M MCZEAL

TRUSTEE

Board

3.5 hrs/wk

ELIZABETH G MEDINA

TRUSTEE

Board

3 hrs/wk

MARY E MEDLEY

TRUSTEE

Board

3.5 hrs/wk

LAURA A MERRILL

TRUSTEE

Board

3 hrs/wk

BELEN C MICKLAS

TRUSTEE

Board

3 hrs/wk

LYNN PARR MOCK

TRUSTEE

Board

3.5 hrs/wk

THOMAS J PACE III

TRUSTEE

Board

3 hrs/wk

CLAIRE PEEL

TRUSTEE

Board

3.5 hrs/wk

REX L PREIS

TRUSTEE

Board

3.5 hrs/wk

STEVEN A RABEN

TRUSTEE

Board

3 hrs/wk

RICKY A RAVEN

TRUSTEE

Board

3 hrs/wk

MAX SCHEIN

TRUSTEE

Board

3 hrs/wk

H BLAKE STANFORD

TRUSTEE

Board

3.5 hrs/wk

VERONICA V STIDVENT

TRUSTEE

Board

3 hrs/wk

JAVIER URIBE

TRUSTEE

Board

3 hrs/wk

LORRI J WHITE

TRUSTEE

Board

3 hrs/wk

K ELIZABETH YEAGER

TRUSTEE

Board

3 hrs/wk

MIGUEL J ZORRILLA

TRUSTEE

Board

3.5 hrs/wk

KENNETH SNODGRASS

TRUSTEE

Board

3.5 hrs/wk

CHRISTOPHER E CRAGG

TRUSTEE & CHAIR

Board

4 hrs/wk

SYLVIA J KERRIGAN

TRUSTEE & VICE CHAIR

Board

3.5 hrs/wk

R GRIFFIN LORD

TRUSTEE & SEC/TREAS

Board

3 hrs/wk

MELISSA T ANDERSON

TRUSTEE

Board

3 hrs/wk

H BRENT AUSTIN

TRUSTEE

Board

3 hrs/wk

PAM SLAUGHTER BUSH

TRUSTEE

Board

3 hrs/wk

JORGE C DIAZ CUERVO

TRUSTEE

Board

3 hrs/wk

CYNTHIA F HARVEY

TRUSTEE

Board

3 hrs/wk

CAROL C HERDER

TRUSTEE

Board

3.5 hrs/wk

LAURA K HINSON

TRUSTEE

Board

3 hrs/wk

BRIAN T JACKSON

TRUSTEE

Board

3.5 hrs/wk

J PAUL SECORD

VP FOR UNIVERSITY RELATIONS

Staff

$256K

40 hrs/wk

THOMAS DELAHUNT

VP FOR STRATEGIC RECRUITMENT & ENROLLMENT

Staff

$250K

40 hrs/wk

ALISA MCALISTER GAUNDER

DEAN OF THE FACULTY

Staff

$228K

40 hrs/wk

KENT HUNTSMAN

INTERIM VP FOR UNI. RELATIONS & AVP FOR DEV.

Staff

$186K

39.9 hrs/wk

DAVID OCHSNER

VP FOR COMMUNICATIONS

Staff

$186K

40 hrs/wk

KEN RALPH

DIRECTOR OF INTRECOLLEGIATE ATHLETICS

Staff

$182K

40 hrs/wk

DAVID SANCHEZ

AVP FOR INFO TECH AND CIO

Staff

$177K

40 hrs/wk

JULIE A COWLEY

AVP FOR ACADEMIC AFFAIRS

Staff

$153K

40 hrs/wk

HEATH ROBERIE

ASST FOR BUDGETING AND PLANNING

Staff

$151K

40 hrs/wk

RICHARD MARTINEZ

AVP FOR FACILITIES MANAGEMENT

Staff

$137K

40 hrs/wk

BENJAMIN PIERCE

PROFESSOR OF BIOLOGY

Staff

$135K

40 hrs/wk

LAURA HOBGOOD

PROFESSOR OF RELIGION

Staff

$133K

40 hrs/wk

Independent contractors

TEXAS AIR SYSTEMS LLC

GENERAL CONTRACTOR

$10.4M

ARAMARK SERVICES INC

FOOD SERVICE

$4.6M

2TP SERVICES

GENERAL CONTRACTOR

$1.7M

KIRKSEY ARCHITECTS INC

ARCHITECTURE SERVICES

$1.2M

JOERIS GENERAL CONTRACTORS LTD

GENERAL CONTRACTOR

$1.2M

Grants received

Showing 200 of 298

FromAmountPurposeYear
$644K
TO SUPPORT A HUMANITIES FOR ALL TIMES PROJECT
2024
$500K
TO SUPPORT THE RENOVATION OF MOOD BRIDWELL HALL
2024
$82K
TOWARD ESTABLISHMENT AND FUNDING FOR 2024-25 STUDENT MENTORSHIP PROGRAM
2024
$71K
CHARITABLE
2024
$50K
CHARITABLE
2024
$50K
FOR RECIPIENT'S EXEMPT PURPOSE
2024
$40K
GENERAL OPERATING SUPPORT
2024
$36K
General & Unrestricted
2024
$29K
SCHOLARSHIP
2024
$22K
EDUCATIONAL
2024
$20K
GENERAL SUPPORT
2024
$15K
COLLEGES AND UNIVERSITIES
2024
$10K
SUPPORTING A STUDENT IN UNIVERSITY STUDIES
2024
$10K
SCHOLARSHIP FUND
2024
$10K
Mood-Bridwell Hall
2024
$8K
Education of Students
2024
$1K
The Southwestern Fund
2024
$1K
DONATIONS TO COLLEGES, UNIVERSITIES AND OTHER ORGANIZATIONS UNDER "MATCHING GIFTS PROGRAM."
2024
$100
GENERAL EXEMPT PURPOSE
2024
$644K
TO SUPPORT A HUMANITIES FOR ALL TIMES PROJECT
2023
$500K
TO SUPPORT THE RENOVATION OF MOOD BRIDWELL HALL
2023
$200K
EDUCATIONAL SERVICES
2023
$130K
Basic Research in Chemistry and related fields
2023
$130K
For grant recipient's exempt purposes
2023
$85K
CHARITABLE
2023
$57K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$53K
SCHOLARSHIP
2023
$50K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$38K
EDUCATIONAL
2023
$32K
COLLABORATIVE RESEARCH
2023
$29K
Cragg Family Scholarship fund and Mood Bridwell Renovation fund - Faculty Office in Honor of Dr. H. Eugene Cragg
2023
$27K
SCHOLARSHIP FOR NANCY MORALES
2023
$25K
EDUCATIONAL
2023
$23K
SCHOLARSHIPS
2023
$20K
FUND THE CHARITABLE ACTIVITIES OF THE BENEFICIARY
2023
$20K
FUND THE CHARITABLE ACTIVITIES OF THE BENEFICIARY
2023
$20K
GENERAL SUPPORT
2023
$13K
TO PROVIDE SCHOLARSHIPS FOR STUDENTS
2023
$10K
GENERAL SUPPORT
2023
$10K
Annual Support
2023
$10K
Clarinda Endowed Scholarship
2023
$10K
SCHOLARSHIP FUND
2023
$8K
Education of Students
2023
$8K
HOMECOMING ACTIVITIES
2023
$7K
MATCHING GIFTS
2023
$6K
COLLEGE READINESS
2023
$5K
Program Support
2023
$5K
SUPPORTING A STUDENT IN UNIVERSITY STUDIES
2023
$5K
GREEK LIFE INITIATIVE
2023
$5K
EDUCATION AND ENRICHMENT OF YOUTH.
2023
$4K
Program Support
2023
$3K
Program Support
2023
$3K
Southwestern Fund
2023
$2K
SCHOLARSHIP FUND
2023
$2K
Career Services
2023
$2K
DONATIONS TO COLLEGES, UNIVERSITIES AND OTHER ORGANIZATIONS UNDER "MATCHING GIFTS PROGRAM."
2023
$2K
TO SUPPORT SCHOLARSHIPS AT SOUTHWESTERN UNIVERSITY.
2023
$1K
General Operating
2023
$750
TO SUPPORT SCHOLARSHIPS AT SOUTHWESTERN UNIVERSITY.
2023
$500
Mood-Bridwell Hall
2023
$420
General Operating
2023
$400
Southwestern Fund
2023
$100
PROGRAM/OPERATING SUPPORT
2023
$500K
TO SUPPORT THE RENOVATION OF MOOD BRIDWELL HALL
2022
$274K
For grant recipient's exempt purposes
2022
$200K
EDUCATIONAL SERVICES
2022
$200K
4th & Final Installments
2022
$85K
CHARITABLE
2022
$69K
SCHOLARSHIP
2022
$48K
FUND THE CHARITABLE ACTIVITIES OF THE BENEFICIARY
2022
$45K
Basic Research in Chemistry and related fields
2022
$41K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$37K
Cragg Family Endowed Scholarship Fund
2022
$31K
Education of Students
2022
$30K
EDUCATIONAL
2022
$29K
To provide scholarships
2022
$29K
SCHOLARSHIP FOR NANCY MORALES
2022
$25K
GENERAL SUPPORT
2022
$25K
TO FUND CHARITABLE ACTIVITIES
2022
$20K
GENERAL OPERATING SUPPORT
2022
$16K
PUI GRANT
2022
$11K
TO PROVIDE SCHOLARSHIPS FOR STUDENTS
2022
$11K
SCHOLARSHIPS
2022
$10K
Scholarships
2022
$10K
GENERAL SUPPORT
2022
$10K
Unrestricted annual support
2022
$8K
HOMECOMING ACTIVITIES
2022
$8K
FY'22 MATCHING GIFTS
2022
$6K
SCHOLARSHIPS FOR STUDENTS
2022
$6K
GRANT TO COLLEGE
2022
$6K
STUDENT ASSISTANCE
2022
$5K
ATHLETICS PROGRAM
2022
$5K
UNRESTRICTED GENERAL SUPPORT
2022
$5K
CHARITABLE
2022
$5K
SCHOLARSHIPS
2022
$5K
SUPPORTING A STUDENT IN UNIVERSITY STUDIES
2022
$4K
Program Support
2022
$3K
Program Support
2022
$3K
Southwestern Fund
2022
$2K
SCHOLARSHIP FUND
2022
$2K
Career Services
2022
$2K
PROGRAM/OPERATING SUPPORT
2022
$1K
DONATIONS TO COLLEGES, UNIVERSITIES AND OTHER ORGANIZATIONS UNDER "MATCHING GIFTS PROGRAM."
2022
$1K
EDUCATION
2022
$750
TO SUPPORT STUDENT SCHOLARSHIPS AT SOUTHWESTERN UNIVERSITY.
2022
$500
MIP PAYOUT FOR 12/02/22
2022
$400
Southwestern Experience
2022
$250
PROGRAM/OPERATING SUPPORT
2022
$100
MATCHING GIFT TO EDUCATION
2022
$752K
For grant recipient's exempt purposes
2021
$752K
For grant recipient's exempt purposes
2021
$87K
CHARITABLE
2021
$50K
OPERATIONS
2021
$45K
Basic Research in Chemistry and related fields
2021
$38K
FUND THE CHARITABLE ACTIVITIES OF THE BENEFICIARY
2021
$30K
Cragg Family Endowed Scholarship Fund
2021
$30K
LILLY - NETVUE
2021
$27K
THIS GRANT IS DESIGNATED FOR GENERAL SUPPORT.
2021
$25K
SCHOLARSHIP FOR NANCY MORALES
2021
$19K
For recipient's exempt purpose
2021
$10K
EDUCATIONAL SCHOLARSHIP
2021
$10K
EDUCATIONAL
2021
$10K
MATCHING GIFTS
2021
$9K
TO PROVIDE SCHOLARSHIPS FOR STUDENTS
2021
$8K
FY'21 MATCHING GIFTS
2021
$6K
MATCHING GIFTS
2021
$5K
HOMECOMING ACTIVITIES
2021
$5K
SUPPORTING A STUDENT IN UNIVERSITY STUDIES
2021
$5K
CHARITABLE
2021
$4K
Program Support
2021
$3K
SCHOLARSHIP
2021
$3K
Program Support
2021
$2K
SCHOLARSHIPS FOR BOOKS &
2021
$2K
SCHOLARSHIP FUND
2021
$1K
GRANT AWARD
2021
$1K
EDUCATION
2021
$100
DONATIONS TO COLLEGES, UNIVERSITIES AND OTHER ORGANIZATIONS UNDER "MATCHING GIFTS PROGRAM."
2021
$7.7M
To support Southwestern University's mission.
2020
$3.6M
Mood Bridwell Hall Renovation, part of the Thinking First Campaign
2020
$774K
For grant recipient's exempt purposes
2020
$600K
$500,000 TO ESTABLISH A PERMANENT ENDOWMENT FUND TO SUPPORT THE SCOPE STUDENT-FACILITY COLLABORATIVE SUMMER RESEARCH PROGRAM. $100,000 TOWARD AIDING UNIVERSITY STUDENTS AND THE COMMUNITY IN NEED OF FOOD OR OTHER EMERGENCY ASSISTANCE.
2020
$376K
Mood Bridwell Hall Renovation, part of the Thinking First Campaign
2020
$265K
EDUCATIONAL SERVICES
2020
$150K
GENERAL SUPPORT
2020
$100K
High Impact Experience Endowment
2020
$100K
SCHOLARSHIP PROGRAM
2020
$83K
CHARITABLE
2020
$69K
SCHOLARSHIP
2020

Funded by

$33.9M from 95 funders · 298 grants · 2017–2024

Southwestern Foundation

$7.7M · 1 grant · 2020

The Brown Foundation Inc

$4.0M · 8 grants · 2020–2023

Grogan Lord Foundation Inc

$3.9M · 1 grant · 2018

Fidelity Investments Charitable Gift Fund

$3.2M · 8 grants · 2017–2023

Je And Le Mabee Foundation Inc

$2.9M · 1 grant · 2023

Cullen Trust For Higher Education

$2.7M · 6 grants · 2018–2024

The Andrew W Mellon Foundation

$1.3M · 2 grants · 2023–2024

The Ayco Charitable Foundation

$1.2M · 2 grants · 2020–2023

Details

EIN741233796
NTEE codeB420
Subsection03
Ruling date1971-01
Formed1875
Employees1317
Volunteers826
SOUTHWESTERN UNIVERSITY — Mission, Financials & Grants Received | Grantivo