SOUTHWESTERN UNIVERSITY Charity Report

Public IRS 990 nonprofit record

SOUTHWESTERN UNIVERSITY

EIN 74-1233796 · Education (B420)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $82.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders49 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

78.28%of revenue went to mission work82.5% of expenses · Program services

1.41%of revenue went to fundraising1.5% of expenses

$94.93spent for every $100 of revenueRevenue covered expenses this year.

15.25%of revenue went to management and office costs16.1% of expenses

$5.54in assets for every $1 spent this yearSome assets cannot be spent right away.

7.9%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $900,373 for LAURA SKANDERA TROMBLEY (TRUSTEE & PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$132,002,761

Mission workProgram services$103,326,17578.28% of revenue82.5% of expenses

ManagementOffice and general costs$20,131,96815.25% of revenue16.1% of expenses

FundraisingAsking for donations$1,855,9561.41% of revenue1.5% of expenses

Revenue left after expensesReported annual surplus$6,688,6625.07% of revenueShown in gray on the chart

Total expenses$125,314,09994.93% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 82.5% mission · 16.1% management · 1.5% fundraisingTotal expenses: 94.93% of revenue

2023Expense mix: 83.3% mission · 14.8% management · 1.9% fundraisingTotal expenses: 91.77% of revenue

2022Expense mix: 78.4% mission · 20.0% management · 1.6% fundraisingTotal expenses: 85.69% of revenue

2021Expense mix: 79.5% mission · 18.7% management · 1.8% fundraisingTotal expenses: 77.87% of revenue

2020Expense mix: 79.8% mission · 18.3% management · 1.8% fundraisingTotal expenses: 90.51% of revenue

2019Expense mix: 80.8% mission · 17.2% management · 2.1% fundraisingTotal expenses: 84.42% of revenue

2018Expense mix: 84.7% mission · 12.9% management · 2.4% fundraisingTotal expenses: 90.50% of revenue

2017Expense mix: 85.1% mission · 12.6% management · 2.3% fundraisingTotal expenses: 76.03% of revenue

Money in and money out

Revenue$132,002,761

Expenses$125,314,099

Annual surplus $6,688,662 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$103,326,175 · 82.5% of expenses

Management and office costs$20,131,968 · 16.1% of expenses

Fundraising$1,855,956 · 1.5% of expenses

See all reported dollar amounts

Revenue$132,002,761

Expenses$125,314,099

Assets$694,203,514

Income$493,563,915

Contributions$10,393,346

Mission work (program services)$103,326,175

Fundraising$1,855,956

Management and general$20,131,968

Stocks and bonds$210,993,946

Accounting fees$174,474

Investing fees$3,931,249

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

LAURA SKANDERA TROMBLEYTRUSTEE & PRESIDENT · 40 hrs/week $900,373Base $745,895 · Other $154,478

LENORA CHAPMANVP FOR FINANCE & ADMINISTRATION · 40 hrs/week $333,224Base $299,876 · Other $33,348

THOMAS DELAHUNTVP FOR STRATEGIC RECRUITMENT & ENROLLMENT · 40 hrs/week $298,852Base $261,047 · Other $37,805

MARIE MUHVICVP FOR UNIVERSITY RELATIONS · 40 hrs/week $292,304Base $267,303 · Other $25,001

ALISA MCALISTER GAUNDERDEAN OF THE FACULTY · 40 hrs/week $280,013Base $245,708 · Other $34,305

ROBERT LEONARDAVP FOR FINANCE AND ACCOUNTING · 40 hrs/week $206,376Base $192,858 · Other $13,518

KENT HUNTSMANINTERIM VP FOR UNI. RELATIONS & AVP FOR DEV. · 40 hrs/week $206,062Base $172,792 · Other $33,270

DAVID SANCHEZAVP FOR INFO TECH AND CIO · 40 hrs/week $200,951Base $178,459 · Other $22,492

DINAH RITCHIEVP FOR COMMUNICATIONS · 40 hrs/week $191,819Base $163,988 · Other $27,831

KEN RALPHDIRECTOR OF INTRECOLLEGIATE ATHLETICS · 40 hrs/week $186,775Base $158,942 · Other $27,833

JULIE A COWLEYAVP FOR ACADEMIC AFFAIRS · 40 hrs/week $186,520Base $159,266 · Other $27,254

SERGIO COSTOLADEAN OF THE FACULTY · 40 hrs/week $160,184Base $133,361 · Other $26,823

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (49)

LAURA SKANDERA TROMBLEYTRUSTEE & PRESIDENT

LENORA CHAPMANVP FOR FINANCE & ADMINISTRATION

THOMAS DELAHUNTVP FOR STRATEGIC RECRUITMENT & ENROLLMENT

MARIE MUHVICVP FOR UNIVERSITY RELATIONS

ALISA MCALISTER GAUNDERDEAN OF THE FACULTY

ROBERT LEONARDAVP FOR FINANCE AND ACCOUNTING

KENT HUNTSMANINTERIM VP FOR UNI. RELATIONS & AVP FOR DEV.

DAVID SANCHEZAVP FOR INFO TECH AND CIO

DINAH RITCHIEVP FOR COMMUNICATIONS

KEN RALPHDIRECTOR OF INTRECOLLEGIATE ATHLETICS

JULIE A COWLEYAVP FOR ACADEMIC AFFAIRS

SERGIO COSTOLADEAN OF THE FACULTY

LAURA HOBGOODPROFESSOR OF RELIGION

JOHN COOPERPROFESSOR OF MUSIC

LAURA A MERRILLTRUSTEE

LAURA K HINSONTRUSTEE

MIGUEL J ZORRILLATRUSTEE

KRISTIN STARODUBTRUSTEE

LORRI J WHITETRUSTEE

M KATE YORKTRUSTEE

MELISSA T ANDERSONTRUSTEE

KATIE DORSEYTRUSTEE

R GRIFFIN LORDTRUSTEE & SEC/TREAS

REX L PREISTRUSTEE

RICKY A RAVENTRUSTEE

STEPHEN RESSLINGTRUSTEE

SYLVIA J KERRIGANTRUSTEE & VICE CHAIR

THOMAS J PACE IIITRUSTEE

VERONICA V STIDVENTTRUSTEE

ELIZABETH G MEDINATRUSTEE

AJAY THOMASTRUSTEE

AMANDA M MCMILLIANTRUSTEE

BELEN C MICKLASTRUSTEE

BRIAN T JACKSONTRUSTEE

CASSANDRA M MCZEALTRUSTEE

CHRISTOPHER E CRAGGTRUSTEE & CHAIR

CLAIRE PEELTRUSTEE

CYNTHIA F HARVEYTRUSTEE

DALE T KNOBELTRUSTEE

ED JONESTRUSTEE

KEVIN J LILLYTRUSTEE

FRANK P KRASOVECTRUSTEE

GLOVER OL JOHNSON IIITRUSTEE

H BLAKE STANFORDTRUSTEE

H BRENT AUSTINTRUSTEE

JAVIER URIBETRUSTEE

JEAN T JANSSENTRUSTEE

JORGE C DIAZ CUERVOTRUSTEE

K ELIZABETH YEAGERTRUSTEE

About this charity

Recognized since: January 1971
Location: 1001 E UNIVERSITY AVE, GEORGETOWN, TX 78626-6100
County: Williamson
In care of: % SALLY M VOLLING
Primary officer: AINSLEY GOULBOURNE, VP FOR FINANCE & ADMIN

How to reach them

WebsiteVisit the charity’s website Phone(512) 863-1460

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: CHERRY BEKAERT ADVISORY LLC
NTEE classification: Education (B420)