Southwestern University
83% goes to programs $17 to raise $100 Strong reserves
Southwestern University is a 501(c)(3) organization based in Georgetown, Texas, registered in 1971, with $129,947,951 in FY2023 revenue. CharityIndex grades it A, and it directs about 83% of spending to programs.
1001 E University Ave, Georgetown, TX, 78626 EIN 74-1233796 Since 1971
Revenue (FY2023)
$129.9M
▼ 11.2% vs prior year
Education median: $200K
Expenses (FY2023)
$119.3M
Net assets
$544.1M
Employees
1,317
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
A
AProgram efficiency40% of the rating83% to programs · $17 to raise $100
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For Southwestern University: 83% to programs · $17 to raise $100 earns a A on this criterion. See the exact thresholds →
AFinancial health25% of the rating55 mo reserves · +8% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Southwestern University: 55 mo reserves · +8% margin earns a A on this criterion. See the exact thresholds →
A+Governance25% of the rating6 of 6 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Southwestern University: 6 of 6 checks met earns a A+ on this criterion. See the exact thresholds →
A+Transparency10% of the rating5 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Southwestern University: 5 of 5 disclosure signals earns a A+ on this criterion. See the exact thresholds →
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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.
What they do
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.
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.
Contact & location
- Address
- 1001 E University Ave, Georgetown, TX, 78626
- City
- Georgetown
- State
- Texas
- Category
- Education
- Subcategory
- Colleges & Universities
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $88.4M (FY2013) to $129.9M (FY2023) across 11 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $124.8MNet assets $544.1M
Operating margin
8.2%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$668.8M
Total liabilities
$124.8M
Net assets
$544.1M
Salaries & benefits
$40.0M
34% of expenses
Board members
39
37 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $129,947,951▼11.2% | $119,258,903▼4.9% | $544,051,938▲5.3% | $668,819,229▲4.0% | 990 |
| 2022 | $146,278,823▼1.3% | $125,345,297▲8.7% | $516,657,646▲2.7% | $643,356,651▲18.1% | 990 |
| 2021 | $148,156,196▲22.9% | $115,363,718▲5.7% | $502,965,150▲3.7% | $544,973,903▼0.1% | 990 |
| 2020 | $120,545,319▲1.9% | $109,102,655▲9.3% | $485,165,396▲20.4% | $545,443,629▲18.3% | 990 |
| 2019 | $118,250,990▲15.9% | $99,829,708▲8.1% | $403,105,367▼2.3% | $460,999,765▼2.6% | 990 |
| 2018 | $102,046,609▼10.5% | $92,355,618▲6.6% | $412,578,042▲4.3% | $473,336,118▲3.7% | 990 |
| 2017 | $113,960,837▲37.2% | $86,641,492▲2.2% | $395,399,793▲8.7% | $456,364,111▲14.4% | 990 |
| 2016 | $83,045,260▼0.9% | $84,756,993▲3.2% | $363,780,376▲4.5% | $398,850,898▲4.7% | 990 |
| 2015 | $83,819,824▼6.4% | $82,165,213▼1.4% | $348,097,990▼2.3% | $380,837,887▼2.5% | 990 |
| 2014 | $89,507,465▲1.3% | $83,315,708▼0.5% | $356,352,603▼1.0% | $390,628,492▼1.2% | 990 |
| 2013 | $88,395,433 | $83,697,236▼2.8% | $360,029,695▲7.3% | $395,241,871▲3.6% | 990 |
| 2012 | — | $86,114,785▲5.7% | $335,591,556▲14.8% | $381,371,833▲2.1% | 990 |
| 2011 | — | $81,443,150▼2.0% | $292,302,222▼7.9% | $373,682,294▼2.6% | 990 |
| 2010 | — | $83,117,215▲8.0% | $317,464,157▲9.6% | $383,779,104▲7.0% | 990 |
| 2009 | — | $76,931,097 | $289,526,177 | $358,595,433 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2023)
Highest-paid: Laura Skandera Trombley — $744,323 (0.62% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Laura Skandera Trombley | Trustee & President | 39.9 | $744,323 |
| Lenora Chapman | Vp For Finance & Administration | 39.9 | $289,289 |
| J Paul Secord | Vp For University Relations | 40 | $256,424 |
| Thomas Delahunt | Vp For Strategic Recruitment & Enrollment | 40 | $249,879 |
| Alisa Mcalister Gaunder | Dean of the Faculty | 40 | $227,942 |
| Kent Huntsman | Interim Vp For Uni. Relations & Avp For Dev. | 39.9 | $186,371 |
| David Ochsner | Vp For Communications | 40 | $186,117 |
| Ken Ralph | Director of Intrecollegiate Athletics | 40 | $181,512 |
| David Sanchez | Avp For Info Tech and Cio | 40 | $176,861 |
| Julie A Cowley | Avp For Academic Affairs | 40 | $152,638 |
| Heath Roberie | Asst For Budgeting and Planning | 40 | $150,701 |
| Richard Martinez | Avp For Facilities Management | 40 | $137,127 |
| Benjamin Pierce | Professor of Biology | 40 | $135,150 |
| Laura Hobgood | Professor of Religion | 40 | $133,045 |
| Amanda M Mcmillian | Trustee | 3 | — |
| Belen C Micklas | Trustee | 3 | — |
| Brian T Jackson | Trustee | 3.5 | — |
| Carol C Herder | Trustee | 3.5 | — |
| Cassandra M Mczeal | Trustee | 3.5 | — |
| Christopher E Cragg | Trustee & Chair | 4 | — |
Top vendors & contractors (FY2023)
| Contractor | Services | Paid |
|---|---|---|
| Texas Air Systems LLC | General Contractor | $10,408,340 |
| Aramark Services Inc | Food Service | $4,595,024 |
| 2tp Services | General Contractor | $1,708,586 |
| Kirksey Architects Inc | Architecture Services | $1,201,118 |
| Joeris General Contractors Ltd | General Contractor | $1,197,470 |
Grants received · $7.9M total
97 grants to Southwestern University totaling $7.9M, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| American Online Giving Foundation Inc | General support | 2024 | $84,513 |
| American Endowment Foundation | Educational | 2024 | $50,000 |
| The Us Charitable Gift Trust | For recipient's exempt purpose | 2024 | $50,000 |
| Charities Aid Foundation America | Charitable donation | 2024 | $20,757 |
| San Antonio Area Foundation | General support | 2024 | $20,000 |
| National Christian Charitable Foundation | Colleges and universities | 2024 | $15,000 |
| Communities Foundation of Texas | This grant is designated for general support. | 2024 | $10,500 |
| Donor Advised Charitable Giving | Education | 2023 | $311,165 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $129,700 |
| American Online Giving Foundation Inc | General support | 2023 | $63,185 |
| Vanguard Charitable Endowment Program | For recipient's exempt purpose | 2023 | $57,000 |
| The Us Charitable Gift Trust | For recipient's exempt purpose | 2023 | $50,000 |
| American Endowment Foundation | Educational | 2023 | $26,000 |
| Tulsa Community Foundation | Scholarships | 2023 | $22,500 |
| San Antonio Area Foundation | General support | 2023 | $20,000 |
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Frequently asked questions
- Is Southwestern University a legitimate nonprofit?
- Yes. Southwestern University is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 74-1233796, based in Georgetown, Texas. Donations are tax-deductible.
- What is Southwestern University's EIN?
- Southwestern University's Employer Identification Number (EIN) is 74-1233796.
- How much revenue does Southwestern University report?
- Southwestern University reported $129,947,951 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- How much of Southwestern University's spending goes to programs?
- Southwestern University spends about 83% of its total expenses on programs, based on its latest IRS Form 990.
- What financial grade does Southwestern University have?
- CharityIndex grades Southwestern University A, based on program efficiency and fundraising cost.
- How much does Southwestern University's highest-paid employee make?
- The highest reported compensation on Southwestern University's latest Form 990 is $744,323, paid to Laura Skandera Trombley (Trustee & President).
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Data for Southwestern University (EIN 74-1233796) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.