STRATEGY STUDIO / PUBLIC DATA EXPLORER

ANDERSON UNIVERSITY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ANDERSON UNIVERSITY (EIN 57-0324906)
Tax period
2023-06-01 to 2024-05-31
Filed
2025-03-25
IRS object ID
202500849349301310
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-03-25T15:05:35+00:00ReturnTs
Tax Period End2024-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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Preparer Firm EIN332621854PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CRI Capin Crouse Advisors LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1345 Massachusetts Ave Suite 300AddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-06-01TaxPeriodBeginDt

Filer Filer

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EIN570324906EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Anderson UniversityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANDEBusinessNameControlTxt
Phone8642312098PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1316 BoulevardAddressLine1Txt
CityAndersonCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29621ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEvans P WhitakerPersonNm
Person TitlePresidentPersonTitleTxt
Phone8642312098PhoneNum
Signature2025-03-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

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Preparer PersonDaren DaigaPreparerPersonNm
PTINP01074795PTIN
Phone5055022746PhoneNum
Preparation2025-03-25PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Evans P WhitakerBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1316 BoulevardAddressLine1Txt
CityAndersonCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29621ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$164,074,831GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.andersonuniversity.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1911FormationYr
Legal Domicile StateSCLegalDomicileStateCd
Activity Or MissionAnderson University is an academic community affiliated with the SC Baptist Convention.ActivityOrMissionDesc
Voting Members Governing Body25VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee1745TotalEmployeeCnt
Total Volunteers337TotalVolunteersCnt
Total Gross UBI$65,500TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$9,365,777PYContributionsGrantsAmt
CY Contributions Grants$8,442,594CYContributionsGrantsAmt
PY Program Service Revenue$120,973,018PYProgramServiceRevenueAmt
CY Program Service Revenue$136,509,350CYProgramServiceRevenueAmt
PY Investment Income$723,779PYInvestmentIncomeAmt
CY Investment Income$3,326,013CYInvestmentIncomeAmt
PY Other Revenue$102,949PYOtherRevenueAmt
CY Other Revenue$104,385CYOtherRevenueAmt
PY Total Revenue$131,165,523PYTotalRevenueAmt
CY Total Revenue$148,382,342CYTotalRevenueAmt
PY Grants And Similar Paid$46,343,964PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$51,551,203CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$46,809,976PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$50,570,492CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$76,221PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$173,353CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,841,801CYTotalFundraisingExpenseAmt
PY Other Expenses$38,668,047PYOtherExpensesAmt
CY Other Expenses$43,668,862CYOtherExpensesAmt
PY Total Expenses$131,898,208PYTotalExpensesAmt
CY Total Expenses$145,963,910CYTotalExpensesAmt
PY Revenues Less Expenses-$732,685PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,418,432CYRevenuesLessExpensesAmt
Total Assets BOY$267,973,189TotalAssetsBOYAmt
Total Assets EOY$274,603,971TotalAssetsEOYAmt
Total Liabilities BOY$104,666,463TotalLiabilitiesBOYAmt
Total Liabilities EOY$104,416,747TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$163,306,726NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$170,187,224NetAssetsOrFundBalancesEOYAmt
MissionThe University is a comprehensive university affiliated with the South Carolina Baptist Convention offering bachelors, masters, and doctorate degrees. Located on approximately 398 acres in the upstate region of South Carolina near the foothills of the Appalachians, the University features a rigorous education in a supportive Christian atmosphere. The main sources of revenue are tuition, fee, and auxiliary enterprise income as well as contributions from the public. ACADEMIC PROGRAM: The Organization offers 63 baccalaureate majors, 39 major-embedded concentrations, as well as 56 minors and three undergraduate certificates. The Organization also offers 19 master degrees and 7 graduate certificate programs in the fields of business, Christian studies, computer science, criminal justice, cybersecurity, education, music education, nursing, and pathology. At the post-master's level, the Organization offers an Ed.S. in Educational Systems Administration and 7 doctoral programs.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$113,246,646ExpenseAmt
Grant$51,551,203GrantAmt
Revenue$112,042,598RevenueAmt
DescThe University is a comprehensive university affiliated with the South Carolina Baptist Convention offering bachelors, masters, and doctorate degrees. Located on approximately 398 acres in the upstate region of South Carolina near the foothills of the Appalachians, the University features a rigorous education in a supportive Christian atmosphere. The main sources of revenue are tuition, fee, and auxiliary enterprise income as well as contributions from the public. ACADEMIC PROGRAM The Organization offers 63 baccalaureate majors, 39 major-embedded concentrations, as well as 56 minors and three undergraduate certificates. The Organization also offers 19 master degrees and 7 graduate certificate programs in the fields of business, Christian studies, computer science, criminal justice, cybersecurity, education, music education, nursing, and pathology. At the post-master's level, the Organization offers an Ed.S. in Educational Systems Administration and 7 doctoral programs: Doctor of Ministry, Doctor of Nursing Practice, Doctor of Physical Therapy, Doctor of Philosophy in Leadership, Doctor of Philosophy in Preaching, and Doctor of Education (two). HIGHLIGHTS OF THE 2023-2024 FISCAL YEAR Another Enrollment Record Established at Anderson University Anderson University is still the largest private university in South Carolina, with more than 4,200 students enrolled for the 2023-2024 academic year. Nearly 1,000 first-year students arrived on campus in the fall of 2023, which represents a 6.4 percent increase from the year before. Students in the Anderson University Class of 2027 represent 31 states and 12 countries. All told, more than 4,200 students are enrolled at Anderson University for the 2023-2024 academic year, which continues a 20-year trend of continued growth. For Fourth Year in a Row, Anderson University Ranked as a Great College to Work For Honor Roll Anderson University was named to the honor roll of the Great Colleges to Work For program, marking the fourth consecutive year AU has been honored by one of the largest and most respected workplace recognition programs in the country. Anderson University Expands eCampus.com Partnership with Launch of Trojan Textbook Program Anderson University announced the expanded partnership with online bookstore and collegiate retail solutions company eCampus.com to help transition to a new class material delivery program beginning fall 2023. The program will provide all undergraduate students with first-day access to all required course text materials, included in the cost of tuition, reducing the cost of attendance while improving access to course materials. This innovative program is part of Anderson's ongoing commitment to reduce the financial barriers that many students face when purchasing course text materials. Tri-County Technical College and Anderson University Announce New Transfer Program Tri-County Technical College (TCTC) and Anderson University (AU) signed an articulation agreement outlining a new transfer program that will support students who are looking to advance their education in business, criminal justice, early care and education, media arts production, and nursing. This is one of only a few formalized articulation agreements in South Carolina to include a reverse referral option. With a reverse referral, students who apply to Anderson University and determine they are not academically and/or financially prepared to attend the University are referred by AU to TCTC to begin their coursework. The student then has the option to transfer to AU once they complete transfer requirements. Anderson University Celebrates More Than 600 Graduates in its May Commencement Ceremonies More than 600 new graduates turned their tassels and marked a turning point in their lives as Anderson University graduates. During the Friday morning ceremony, held on the historic Alumni Lawn, graduates from Anderson University's College of Arts and Sciences, College of Business, Center for Cybersecurity and the South Carolina School of the Arts received their degrees. During the Saturday morning ceremony, held at NewSpring Church, graduates from Anderson University's College of Christian Studies, College of Health Professions, Center for Leadership and Organizations, College of Education, College of Engineering, School of Interior Design and School of Public Service and Administration received their degrees. A Day to Give Continues to Exceed Expectations During A Day 2024, giving to Anderson University continued an upward trend. The 2024 A Day campaign raised a total of $824,374, which is an increase of 63 percent over last year. This year, Anderson University received a total of 858 gifts and pledges from 808 donors. A Day, which took place April 4, is a 24-hour campaign where Anderson University alumni and friends come together to support causes that help students and provide campus enhancements. Awards and Accolades -- The National Science Foundation awarded grant funding to Anderson University's College of Engineering to fund space weather research. -- $1.1 million grant received from Lilly Endowment Inc. to establish the Clamp Center for Preaching Excellence at Anderson University. -- Fulbright U.S. Scholar Program Award presented to two Anderson University faculty members by the U.S. State Department and Fulbright U.S. Foreign Scholarship Board. -- Best Online Bachelor's Programs: #5 in South Carolina; #3 among private institutions in South Carolina; #1 in Upstate South Carolina; #173 nationally (U.S. News & World Report, 2024). -- Best Online Bachelor's in Business Programs: #5 in South Carolina; #2 among private institutions in South Carolina; #1 in Upstate South Carolina; #124 nationally (U.S. News & World Report, 2024). -- Best Online Master's in Nursing Programs: #2 in South Carolina; #1 among private institutions in South Carolina; #1 in Upstate South Carolina; #114 nationally (U.S. News & World Report, 2024). -- Best Online Master's in Business Programs (non-MBA): #2 in South Carolina; #2 among private institutions in South Carolina; #1 in Upstate South Carolina; #126 nationally (U.S. News & World Report, 2024). -- Best Online Master's in Education Programs: #4 in South Carolina; #1 among private institutions in South Carolina; #2 in Upstate South Carolina; #164 nationally (U.S. News & World Report, 2024). -- Best Online Master's of MBA Programs: #6 in South Carolina; #2 among private institutions in South Carolina; #2 in Upstate South Carolina ; #201 nationally (U.S. News & World Report, 2024). -- "1Most Innovative" among regional universities in the South: #8 (U.S. News & World Report, 2024) -- "Top Private Universities" in South Carolina: #2 (Niche, 2024)Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$17,645,354ExpenseAmt
Grant$0GrantAmt
Revenue$22,405,683RevenueAmt
DescAuxiliary enterprise revenue: Auxiliary enterprises exist to furnish goods or services to students, faculty, staff, or incidentally to the general public. Fees charged for auxiliary enterprises are priced to offset the cost of the goods or services provided. The distinguishing characteristic of auxiliary enterprises is that they are managed as an essentially self- supporting activity. Revenues and expenses from auxiliary enterprises are reported as changes in net assets without donor restrictions.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$62,891ExpenseAmt
Grant$0GrantAmt
Revenue$2,061,069RevenueAmt
DescOther Program Revenue that includes but is not limited to commissions from sales of student related items, Perkins debt service, ticket sales for athletic and theatre events, and magazine subscription revenue.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$130,954,891TotalProgramServiceExpensesAmt
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Credit CounselingYes (true)CreditCounselingInd
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School OperatingYes (true)SchoolOperatingInd
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Foreign ActivitiesYes (true)ForeignActivitiesInd
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IRP Document4119IRPDocumentCnt
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Employee1745EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
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Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members25GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
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Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Kristie ColeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8642312468PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1316 BoulevardAddressLine1Txt
CityAndersonCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29621ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Dr Jack E Shaw
Trustee, Vice Chair1.0Yes (X)Yes (X)$0$0$0
Mr Kip Miller
Vice Chair (Part Year), Trustee1.0Yes (X)Yes (X)$0$0$0
Mrs Mary Anne W Bunton
Trustee, Chair1.0Yes (X)Yes (X)$0$0$0
Rev Ed Stewart
Trustee, Secretary1.0Yes (X)Yes (X)$0$0$0
Dr Benjamin Smoak
Trustee1.0Yes (X)$0$0$0
Dr Condy Richardson
Trustee1.0Yes (X)$0$0$0
Dr Edward M Carney
Trustee1.0Yes (X)$0$0$0
Dr Margaret Wooten
Trustee1.0Yes (X)$0$0$0
Dr Rudy Gray
Trustee1.0Yes (X)$0$0$0
Mr Brian McKay
Trustee1.0Yes (X)$0$0$0
Mr C Nakia Davis
Trustee (Part Year)1.0Yes (X)$0$0$0
Mr D Rodney Back
Trustee1.0Yes (X)$0$0$0
Mr Danny Walker
Trustee (Part Year)1.0Yes (X)$0$0$0
Mr David Walker
Trustee1.0Yes (X)$0$0$0
Mr Don Harper
Trustee1.0Yes (X)$600$0$0
Mr George Wyatt
Trustee1.0Yes (X)$0$0$0
Mr Gerald J Caskey
Trustee1.0Yes (X)$0$0$0
Mr Hugh Burgess
Trustee1.0Yes (X)$0$0$0
Mr Jay McSwain
Trustee1.0Yes (X)$0$0$0
Mr Joel Davis
Trustee1.0Yes (X)$0$0$0
Mr Leonard L Brown Jr
Trustee1.0Yes (X)$0$0$0
Mr Michael S Wilson
Trustee1.0Yes (X)$0$0$0
Mr Norman C Satterwhite
Trustee1.0Yes (X)$0$0$0
Mr Shawn McGee
Trustee (Part Year)1.0Yes (X)$0$0$0
Mr Wesley Brashier
Trustee1.0Yes (X)$0$0$0
Mrs Mickey Hyman
Trustee1.0Yes (X)$0$0$0
Mrs Nancy Campbell
Trustee1.0Yes (X)$0$0$0
Rev Alex D Henderson
Trustee (Part Year)1.0Yes (X)$0$0$0
Rev Michael Bearden
Trustee1.0Yes (X)$0$0$0
Rev Rod Elliot
Trustee (Part Year)1.0Yes (X)$0$0$0
Dr Evans P Whitaker
President60.0Yes (X)$743,074$0$121,743
Dr Reginald Gay
VP and University Counsel40.0Yes (X)$195,024$0$32,177
Mr David Omar Rashed
Sr VP Administration & Brand40.0Yes (X)$200,503$0$56,904
Mr James Wayne Landrith
Sr VP Development/Pres. Affairs40.0Yes (X)$203,667$0$44,206
Mrs Kristie Cole
Vice President of Finance and CFO40.0Yes (X)$173,618$0$30,763
Dr Ryan Neal
Provost40.0$177,366$0$57,812Yes (X)
Dr Jeffrey R Moore
Professor, Management40.0$154,852$0$27,886Yes (X)
Dr Steven E Nail
Dean-College of Business40.0$173,992$0$40,443Yes (X)
Mr Ben E Deaton
Vice Provost, Learning Innovation and Digital Technology40.0$152,048$0$12,581Yes (X)
Mr Deonn Crumley Baker
VP Marketing & Communication40.0$155,079$0$34,538Yes (X)
Mrs Pamela Ross
VP for Enrollment Management40.0$161,227$0$29,069Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,491,050TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$488,122TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K42IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
Hogan Construction Group of South Carolina LLC
10703 Anderson RoadEasleySC29642Construction$10,089,976
Trehel Corporation
PO Box 6688GreenvilleSC29606Construction$9,375,824
AVI Foodsystems Inc
2590 Elm Road North EastWarrenOH44483Dining Services$6,453,969
The Budd Group
2325 South Stratford RoadWinston SalemNC27103Cleaning & Lawn Services$3,184,289
Encoura LLC
75 Remittance DriveChicagoIL60675Digital Marketing Services$1,552,577Dept 1020
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K21CntrctRcvdGreaterThan100KCnt
Fundraising$133,436FundraisingAmt
Related Organizations$1,425,067RelatedOrganizationsAmt
Government Grants$570,340GovernmentGrantsAmt
All Other Contributions$6,313,751AllOtherContributionsAmt
Noncash Contributions$175,724NoncashContributionsAmt
Total Contributions$8,442,594TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Student Instruction611710$112,042,598$112,042,598
Auxiliary Enterprises611710$22,405,683$22,405,683

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,061,069TotalRevenueColumnAmt
Related Or Exempt Func Income$2,061,069RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$136,509,350TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,280,783TotalRevenueColumnAmt
Exclusion$2,280,783ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,468TotalRevenueColumnAmt
Exclusion$8,468ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$96,507RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$53,325RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$43,182RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$43,182TotalRevenueColumnAmt
Exclusion$43,182ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$16,622,317SecuritiesAmt
Other$421OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$15,577,508SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,044,809SecuritiesAmt
Other$421OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,045,230TotalRevenueColumnAmt
Exclusion$1,045,230ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$48,891FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$133,436ContriRptFundraisingEventAmt
Fundraising Direct Expenses$61,656FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$12,765TotalRevenueColumnAmt
Exclusion-$12,765ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Advertising541800$31,900$31,900
Sponsorships511120$33,600$33,600

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$65,500OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$148,382,342TotalRevenueColumnAmt
Related Or Exempt Func Income$136,509,350RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$65,500UnrelatedBusinessRevenueAmt
Exclusion$3,364,898ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$51,551,203TotalAmt
Program Services$51,551,203ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,054,959TotalAmt
Program Services$254,102ProgramServicesAmt
Management And General$1,537,797ManagementAndGeneralAmt
Fundraising$263,060FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$249,453TotalAmt
Program Services$249,453ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$38,636,209TotalAmt
Program Services$34,770,503ProgramServicesAmt
Management And General$3,159,444ManagementAndGeneralAmt
Fundraising$706,262FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,666,774TotalAmt
Program Services$2,349,842ProgramServicesAmt
Management And General$268,991ManagementAndGeneralAmt
Fundraising$47,941FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,450,863TotalAmt
Program Services$3,779,642ProgramServicesAmt
Management And General$588,718ManagementAndGeneralAmt
Fundraising$82,503FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,512,234TotalAmt
Program Services$2,190,320ProgramServicesAmt
Management And General$265,855ManagementAndGeneralAmt
Fundraising$56,059FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$120,415TotalAmt
Management And General$120,415ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$101,273TotalAmt
Management And General$101,273ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$173,353TotalAmt
Fundraising$173,353FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$262,796TotalAmt
Management And General$262,796ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,898,634TotalAmt
Program Services$6,212,923ProgramServicesAmt
Management And General$591,576ManagementAndGeneralAmt
Fundraising$94,135FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,321,198TotalAmt
Program Services$44,938ProgramServicesAmt
Management And General$2,274,937ManagementAndGeneralAmt
Fundraising$1,323FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,459,481TotalAmt
Program Services$1,122,216ProgramServicesAmt
Management And General$317,544ManagementAndGeneralAmt
Fundraising$19,721FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,915,333TotalAmt
Program Services$3,524,477ProgramServicesAmt
Management And General$312,309ManagementAndGeneralAmt
Fundraising$78,547FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,554,172TotalAmt
Program Services$7,772,377ProgramServicesAmt
Management And General$693,707ManagementAndGeneralAmt
Fundraising$88,088FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,158,781TotalAmt
Program Services$1,983,745ProgramServicesAmt
Management And General$165,577ManagementAndGeneralAmt
Fundraising$9,459FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,867,574TotalAmt
Program Services$2,583,930ProgramServicesAmt
Management And General$228,734ManagementAndGeneralAmt
Fundraising$54,910FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,005,875TotalAmt
Program Services$8,040,375ProgramServicesAmt
Management And General$799,060ManagementAndGeneralAmt
Fundraising$166,440FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$726,331TotalAmt
Program Services$104,227ProgramServicesAmt
Management And General$622,104ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescBad Debt ExpenseDesc
Total$23,702TotalAmt
Management And General$23,702ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,253,297TotalAmt
Program Services$4,420,618ProgramServicesAmt
Management And General$832,679ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$145,963,910TotalAmt
Program Services$130,954,891ProgramServicesAmt
Management And General$13,167,218ManagementAndGeneralAmt
Fundraising$1,841,801FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$6,425,741BOYAmt
EOY$6,262,679EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$43,228,408BOYAmt
EOY$31,594,867EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,054,323BOYAmt
EOY$10,092,667EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,462,502BOYAmt
EOY$5,578,014EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$817,868BOYAmt
EOY$1,257,995EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$221,518,345LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$70,155,199LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$143,832,607BOYAmt
EOY$151,363,146EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$36,727,454BOYAmt
EOY$41,398,283EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$16,119,368BOYAmt
EOY$18,938,887EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$381,934BOYAmt
EOY$316,074EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$7,922,984BOYAmt
EOY$7,801,359EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$267,973,189BOYAmt
EOY$274,603,971EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$9,940,380BOYAmt
EOY$6,006,902EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,767,164BOYAmt
EOY$5,373,377EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,812,962BOYAmt
EOY$18,003,112EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$346,862BOYAmt
EOY$252,486EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$64,432,817BOYAmt
EOY$65,395,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,366,278BOYAmt
EOY$9,385,870EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$104,666,463BOYAmt
EOY$104,416,747EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$119,078,610BOYAmt
EOY$126,937,896EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$44,228,116BOYAmt
EOY$43,249,328EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$163,306,726BOYAmt
EOY$170,187,224EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$267,973,189BOYAmt
EOY$274,603,971EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,418,432ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,159,290NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$302,776OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,902,925CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,634,711CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,729,134CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,365,777CurrentTaxYearMinus1YearAmt
Current Tax Year$8,442,594CurrentTaxYearAmt
Total$55,075,141TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,902,925CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,634,711CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,729,134CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,365,777CurrentTaxYearMinus1YearAmt
Current Tax Year$8,442,594CurrentTaxYearAmt
Total$55,075,141TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$525,444SubstantialContributorsTotAmt
Public Support Total170$54,549,697PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,869,989CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,207,406CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,064,705CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,099,812CurrentTaxYearMinus1YearAmt
Current Tax Year$2,385,758CurrentTaxYearAmt
Total$9,627,670TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$64,702,811TotalSupportAmt
Gross Receipts Rltd Activities$567,555,746GrossReceiptsRltdActivitiesAmt
Public Support CY1700.8431PublicSupportCY170Pct
Public Support PY1700.8334PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part IIFormAndLineReferenceDesc
ExplanationThe organization is a school as described under 170(b)(1)(A)(ii) and is not required to complete a public support schedule. Schedule A, Part II is completed to verify the School can qualify under public charity status section 170(b)(1)(A)(vi) and, therefore, qualifies to use the first listed special rule for Schedule B reporting.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Preservation Public UseYes (X)PreservationPublicUseInd
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Total Easements1TotalEasementsCnt
Total Acreage182.15TotalAcreageCnt
Historic Structure Easements0HistoricStructureEasementsCnt
Historic Strctr Easements Aftr0HistoricStrctrEasementsAftrCnt
Modified Easements0ModifiedEasementsCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (true)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement0.0StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$64,481ExpensesIncurredEnforcementAmt

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$250RevenuesIncludedAmt
Assets Included$962,920AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,630,368BeginningYearBalanceAmt
Contributions$1,199,162ContributionsAmt
Investment Earnings Or Losses$2,827,706InvestmentEarningsOrLossesAmt
Grants Or Scholarships$229,073GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
End Year Balance$29,428,163EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,072,830BeginningYearBalanceAmt
Contributions$958,992ContributionsAmt
Investment Earnings Or Losses-$445,634InvestmentEarningsOrLossesAmt
Grants Or Scholarships$748,169GrantsOrScholarshipsAmt
Other Expenditures$207,651OtherExpendituresAmt
End Year Balance$25,630,368EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$28,272,734BeginningYearBalanceAmt
Contributions$625,925ContributionsAmt
Investment Earnings Or Losses-$1,799,167InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,003,274GrantsOrScholarshipsAmt
Other Expenditures$23,388OtherExpendituresAmt
End Year Balance$26,072,830EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$23,508,871BeginningYearBalanceAmt
Contributions$439,096ContributionsAmt
Investment Earnings Or Losses$4,717,057InvestmentEarningsOrLossesAmt
Grants Or Scholarships$370,945GrantsOrScholarshipsAmt
Other Expenditures$21,345OtherExpendituresAmt
End Year Balance$28,272,734EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,549,972BeginningYearBalanceAmt
Contributions$986,934ContributionsAmt
Investment Earnings Or Losses$708,925InvestmentEarningsOrLossesAmt
Grants Or Scholarships$736,960GrantsOrScholarshipsAmt
End Year Balance$23,508,871EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0178BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.9822PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$398,254InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$11,539,447OtherCostOrOtherBasisAmt
Book Value$11,937,701BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$180,310,976OtherCostOrOtherBasisAmt
Depreciation$53,429,641DepreciationAmt
Book Value$126,881,335BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,041,528OtherCostOrOtherBasisAmt
Depreciation$729,628DepreciationAmt
Book Value$311,900BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$23,773,543OtherCostOrOtherBasisAmt
Depreciation$15,995,930DepreciationAmt
Book Value$7,777,613BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,454,597OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$4,454,597BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$151,363,146TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Alternative investments$865,564F
Corporate/government bonds$1,593,714F
Short-term income fund$16,479,609F
FieldValueIRS element (for citing)
Total Book Value Securities$18,938,887TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
Student deposits$8,728
Funds held in federal loan programs$583,876
Interest rate swap
Health insurance liability$872,611
Annuities payable$274,285
Financing leases right-of-use liabilities$2,848,896
Conditional Contribution Liability$4,797,474
FieldValueIRS element (for citing)
Total Liability$9,385,870TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part II, Line 9 Conservation easements financial reportingA balance sheet account tracks changes in the conservation easements.
Schedule D, Part III, Line 4 Collections of art - description of collectionsCapitalized collection items consist of artwork, memorabilia, and books which are on display in various locations on the campus. The collections enhance the education environment on the campus.
Schedule D, Part IV, Line 2b Explanation of escrow agreementFunds held for student groups, clubs, and activities.
Schedule D, Part V, Line 4 Intended uses of endowment fundsThe intended use of the organization's endowment is primarily scholarships with a few teaching chairs and library.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYThe University currently enrolls students of racial minority groups in meaningful numbers consistent with the publicity exception found in Rev. Proc. 75-50 section 4.03(2)(b). The University's nondiscriminatory policy is clearly communicated with prospective students through the application for admissions. The University's Statement of Non-Discrimination is also included in Anderson University's catalog which is available online at the following website: https://catalog.andersonuniversity.edu/
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTAnderson University received federal awards restricted for financial aid. The monies are awarded through the following federal programs: National Science Foundation, Pell Grant, Federal Supplemental Educational Opportunity Grant, Federal Work Study, Federal Direct Student Loan Program, Federal Perkins Loan Program, TEACH Grants, and HEERF.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean00Investments$865,564
Europe (Including Iceland and Greenland)00Program Services$22,523Professional Development, Student Relations, Airfare/Travel
South Asia00Program Services$1,255Professional Development, Instructional Supplies, Airfare/Travel, Student Relations
East Asia and the Pacific00Program Services$906Professional Development, Instructional Supplies, Airfare/Travel, Student Relations
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$890,248SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$890,248TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsFormAndLineReferenceDesc
ExplanationCENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; SOUTH ASIA-AccrualExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
Shift Marketing
1737 Union Street Suite 203SchenectadayNY12309Fundraising consultantfalse$0$9,399-$9,399
Allegiance Fundraising
PO Box 9132FargoND58106Fundraising consultant and mailingsfalse$0$71,949-$71,949
Mongoose Research
6506 East Quaker Street Suite 202Orchard ParkNY14127Texting Contractorfalse$0$6,353-$6,353
Labryrinth
PO Box 131327CarlsbadCA92013Fundraising Consultantfalse$0$9,222-$9,222
BrightDot LLC
7424 Chapel Hill Road Ste 107RaleighNC27607Comprehensive Campaign Consultantfalse$0$61,982-$61,982
Marketing Communication Resource Inc
4800 E 245th StWilloughbyOH44094Fundraising print and mailingfalse$0$14,448-$14,448
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$173,353TotalRetainedByContractorsAmt
Total Net To Organization-$173,353TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1President's GalaEvent1Nm
Gross Receipts Event1$37,640GrossReceiptsEvent1Amt
Charitable Contri Event1$25,304CharitableContriEvent1Amt
Gross Revenue Event1$12,336GrossRevenueEvent1Amt
Food And Beverage Event1$12,336FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$6,812OtherDirectExpensesEvent1Amt
Event2VIP Golf TournamentEvent2Nm
Gross Receipts Event2$45,000GrossReceiptsEvent2Amt
Charitable Contri Event2$23,012CharitableContriEvent2Amt
Gross Revenue Event2$21,988GrossRevenueEvent2Amt
Cash Prizes Event2$5,700CashPrizesEvent2Amt
Non Cash Prizes Event2$1,498NonCashPrizesEvent2Amt
Food And Beverage Event2$7,451FoodAndBeverageEvent2Amt
Entertainment Event2$7,339EntertainmentEvent2Amt
Other Direct Expenses Event2$1,598OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$99,687GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$85,120CharitableContriOtherEventsAmt
Gross Revenue Other Events$14,567GrossRevenueOtherEventsAmt
Food And Beverage Other Events$14,567FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$4,355OthDirectExpnssOtherEventsAmt
Gross Receipts Total$182,327GrossReceiptsTotalAmt
Charitable Contributions Tot$133,436CharitableContributionsTotAmt
Gross Revenue Total Events$48,891GrossRevenueTotalEventsAmt
Cash Prizes Total Events$5,700CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$1,498NonCashPrizesTotalEventsAmt
Food And Beverage Total Events$34,354FoodAndBeverageTotalEventsAmt
Entertainment Total Events$7,339EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$12,765OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$61,656DirectExpenseSummaryEventsAmt
Net Income Summary-$12,765NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule G, Part I, Line 2b(iv)FormAndLineReferenceDesc
ExplanationThe professional fundraising services were consulting in nature. No gross receipts were directly generated from the services provided.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeScholarshipsGrantTypeTxt
Recipient3375RecipientCnt
Cash Grant$51,551,203CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationThe Office of Financial Aid and Scholarships at Anderson University requires students to complete the Free Application for Federal Student Aid (FAFSA) form to determine eligibility for federal, state and institutional grants, scholarships and loans. This is an equitable formula that measures all assets consistently. In addition to this form, the University does require some other guidelines in the event that funds are offered based upon certain academic credentials or performance in a University sponsored activity or athletic event. These credentials are clearly stated in the University catalog and the University website. Enrollment and eligibility are monitored by the University to ensure students remain eligible for funds awarded. No cash changes hands, and funds are directly tied to student accounts.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Dr Evans P Whitaker
President$652,925$0$51,176$0$38,973$0$67,500$0$54,243$0$864,817$0$0$0
Mr David Omar Rashed
Sr VP Administration & Brand$197,855$0$0$0$2,648$0$17,058$0$39,846$0$257,407$0$0$0
Mr James Wayne Landrith
Sr VP Development/Pres. Affairs$199,550$0$0$0$4,117$0$17,058$0$27,148$0$247,873$0$0$0
Dr Reginald Gay
VP and University Counsel$191,581$0$0$0$3,443$0$15,862$0$16,315$0$227,201$0$0$0
Mrs Kristie Cole
Vice President of Finance and CFO$172,782$0$0$0$836$0$14,363$0$16,400$0$204,381$0$0$0
Dr Ryan Neal
Provost$177,366$0$0$0$0$0$15,613$0$42,199$0$235,178$0$0$0
Mr Deonn Crumley Baker
VP Marketing & Communication$155,079$0$0$0$0$0$13,266$0$21,272$0$189,617$0$0$0
Dr Jeffrey R Moore
Professor, Management$154,726$0$0$0$126$0$12,672$0$15,214$0$182,738$0$0$0
Mrs Pamela Ross
VP for Enrollment Management$158,646$0$0$0$2,581$0$13,192$0$15,877$0$190,296$0$0$0
Dr Steven E Nail
Dean-College of Business$171,118$0$0$0$2,874$0$14,547$0$25,896$0$214,435$0$0$0
Mr Ben E Deaton
Vice Provost, Learning Innovation and Digital Technology$151,980$0$0$0$68$0$12,158$0$423$0$164,629$0$0$0

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsThe University grosses-up certain fringe benefits, bonuses, service awards, etc. to lighten the burden of the taxes associated with receiving said benefit. For Calendar Year 2023 the following received gross-up benefit payments as detailed. All benefits that are grossed-up are included in taxable compensation for the recipient. Kristie Cole, Vice President of Finance and CFO - Service Award Reginald Gay, Vice President and University Counsel - Served on SGA Election Review Board Commitee April 2023, October 2023 & December 2023 Pam Ross, VP for Enrollment Management - lodging and Service Award Evans Whitaker, President - bonus and personal use of social club dues.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useAs a condition of employment, and as a convenience to the University, the President is provided a home on University grounds. The University also provides grounds care and housekeeping for the home since the President hosts functions for the University at his home. The home and personal services are provided as nontaxable benefits to the President.
Schedule J, Part I, Line 1a Health or social club dues or initiation feesDues paid for the President were considered a bona-fide business expense for networking opportunities beneficial to the institution. Personal use of social club dues are permitted, but are considered a taxable benefit to the President.
Schedule J, Part I, Line 1a Personal servicesThe University provides grounds care and housekeeping for the home since the President hosts functions for the University at his home. The home and personal services are provided as nontaxable benefits to the President.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planAnderson University contributes to a 457(f) plan on behalf of Dr. Evans P. Whitaker, President. Contributions vest every three years and those contributions plus related earnings are distributed and treated as taxable income. Dr. Whitaker did not receive any payments in calendar year 2023 nor FY2024 for vested 457(f) contributions plus earnings. For calendar year-end 2023, The University contributed $22,500 to the 457(f) plan on behalf of Dr. Whitaker. Contributions made between June 2022 and June 2024 will be vested and paid out June 2025.
Schedule J, Part I, Line 7 Non-fixed paymentsThe board approved a nonfixed payment in the form of a discretionary bonus for President Whitaker.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
South Carolina Jobs-Economic Development Authority
A5760002860000000002014-12-04$20,406,000Construct facilities/dorms. Refund 8/26/04, 2/1/12, 5/19/12 bondsfalsefalsefalse
South Carolina Jobs-Economic Development Authority
B5709600180000000002015-03-03$11,800,000Construct student centerfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$11,137,000$20,406,000$7,953,544$12,452,4562015Yes (true)falseYes (true)Yes (true)
B$2,766,000$11,800,000$11,688,500$111,5002016falsefalseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndEngage Bond Counsel ContractsEngageBondCounselContractsInd
Afalsefalsefalsefalse0.00.00.0falsefalseYes (true)
BfalsefalseYes (true)false0.00.00.0falsefalseYes (true)Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
TD Bank
AfalsefalsefalseYes (true)Yes (true)Yes (true)11.0Yes (true)Yes (true)falsefalseYes (true)
(no name)
BfalsefalsefalseYes (true)Yes (true)falsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part IV, Line 2c COLUMN AIssuer name: South Carolina Jobs-Economic Development Authority The calculation for computing no rebate due was performed on 08/01/2019
Schedule K, Part IV, Line 2c COLUMN BIssuer name: South Carolina Jobs-Economic Development Authority The calculation for computing no rebate due was performed on 03/01/2020

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (6 entries)

Cash GrantCashGrantAmtType Of AssistanceTypeOfAssistanceTxtAssistance PurposeAssistancePurposeTxt
$7,373Merit based assistance, need based assistance and Federal UnSub loansTuition
$26,100Institutional aid and merit based assistanceTuition
$18,800Federal UnSub loansTuition
$45,530Institutional aid, merit based assistance and need based assistanceTuition
$2,400Need based assistanceTuition
$7,950Institutional aidTuition

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Cynthia Whitaker
Family member of Dr. Evans P. Whitaker, President$128,502Compensation and benefitsfalse
Tonya Landrith
Family member of Wayne Landrith, Sr VP Development/Pres. Affairs$47,061Compensation and benefitsfalse
Sheryl Rashed
Family member of Omar Rashed, Sr VP Administration & Brand$16,700Compensationfalse
Allie Walker
Daughter of Danny Walker, Trustee$51,401Compensation and benefitsfalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$250NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - ExpertMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution7ContributionCnt
Noncash Contributions Rpt F990$110,213NoncashContributionsRptF990Amt
Method Of Determining RevenuesSelling costMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Prizes/supplies/food29$45,097Cost
Yes (X)Equipment1$15,109Cost
Yes (X)Miscellaneous items8$5,055Cost
FieldValueIRS element (for citing)
Form8283 Received24Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part IThe number of contributions represent the number of contributions received, not the number of items donated.
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributionsThe University has used non-related third parties such as: Southmark Properties, Inc., Mccoy Wright Commericial Real Estate, and Co-Star, to sell contributed real property.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 1a Delegate broad authority to a committeeThe governing body has delegated broad authority to an executive committee. This committee is comprised of seven board members including the Chair, Vice Chair, and Secretary of the board. The executive committee has all power to act for the full board during the interim periods of the meetings of the Board, and all actions of the committee are binding on the full Board.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsDavid Walker, Trustee, and Danny Walker, Trustee - Family relationship
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyThe governing body of Anderson University is vested in a Board of Trustees, elected by the South Carolina Baptist Convention in the manner and for the terms prescribed in the charter of the institution, in accordance with the action of the Convention. The South Carolina Baptist Convention is an association of cooperating churches which meets annually for two days to conduct Convention business. Each church that contributes to the Cooperative Program and adheres to the Baptist Faith and Message 2000 is allowed to send a delegation of messengers to the annual meeting. Messengers register in advance and credentials are issued (including voting ballots) to qualified messengers. The Messengers elect the trustees of Anderson University.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersCertain governance decisions are reserved to the Messengers of the South Carolina Baptist Convention, including: (1) the appointment and removal of members of the Board of Trust, (2) amendments to the articles of incorporation, (3) merger or dissolution of the corporation, and (4) the disposal of assets other than in the usual and regular course of the University's activities. Further, the Executive Board of the South Carolina Baptist Convention may approve amendments to the articles of incorporation other than an amendment changing the relationship between the University and the Convention.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyThe Form 990 is prepared by an independent CPA firm. The Form 990 is then reviewed in detail by top management (Accountant, Controller, and SVP of Finance and CFO) at the University. The Form 990 is then forwarded to the Board to review after it is filed with the IRS.
Form 990, Part VI, Line 12c Conflict of interest policyConflict of interest statements are signed annually by each board member, officer, and key employee. The signed statements are reviewed by the Executive Assistant to the President and by the President. If a conflict of interest arises during a meeting, the Board of Trustees member or the presiding officer identifies the conflict of interest, and the individual excuses themselves from discussion and vote on the matter. Transactions are monitored throughout the year by administration to ensure compliance is maintained.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialThe President's compensation is reviewed annually by an independent Executive Committee of the Board. A written evaluation is then completed and compared to other college Presidents at similar institutions. The compensation and related benefits provided are then approved by the full and independent board in the executive session. These deliberations are recorded in the corporate minutes.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesAnnual written performance evaluations are conducted by the independent President, which becomes the basis for pay increases; the President considers comparable compensation for other similar qualified individuals. These deliberations are documented.
Form 990, Part VI, Line 19 Required documents available to the publicAnderson University makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.
Form 990, Part VIII, Line 2f Other Program Service RevenueOther Program Revenue - Total Revenue: 2061069, Related or Exempt Function Revenue: 2061069, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesChange in value of split interest agreements - 302776;
Schedule F, Part IV, Line 1The University has ownership in foreign investments as indicated in Schedule F, Part I. The University analyzed its ownership in foreign organizations and has determined that it does not meet the reporting thresholds for Form 5471.
Schedule F, Part IV, Line 3The University has ownership in foreign investments as indicated in Schedule F, Part I. The University analyzed its ownership in foreign organizations and has determined that it does not meet the reporting thresholds for Form 926.
Schedule F, Part IV, Line 4The University is a direct or indirect shareholder in a passive foreign investment company (PFIC). The University analyzed its interest in the PFIC and has determined that it does not meet the reporting thresholds for Form 8621.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
South Carolina Baptist Convention
190 Stoneridge DriveColumbiaSC29210570360087Convention of churchesSC501(c)(3)1NAfalse
The Baptist Foundation of South Carolina
190 Stoneridge DriveColumbiaSC29210570348054Institution of SCBC designated for the management of trust fundsSC501(c)(3)1South Carolina Baptist Conventionfalse
The Anderson Education Innovation and Research Foundation
316 BoulevardAndersonSC29621Support higher education institutions in South CarolinaSC501(c)(3)Type IAnderson UniversityYes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
Baptist Foundation- Anderson University Endowment 10154000
190 Stoneridge DriveColumbiaSC292108329570348054Endowment TrustSCAnderson UniversityTrust1Yes (true)
Baptist Foundation- Francis Marion Warden Scholarship Trust
19 Stoneridge DriveColumbiaSC292108339570348054Endowment TrustSCAnderson UniversityTrust1Yes (true)
Baptist Foundation- CH Branyon Endowment
190 Stoneridge DriveColumbiaSC292108339570348054Net Income Endowment TrustSCAnderson UniversityTrust1Yes (true)
Baptist Foundation- Lucille Talmadge Gaines Scholarship Fund
190 Stoneridge DriveColumbiaSC292108339570348054Endowment TrustSCAnderson UniversityTrust1Yes (true)
Baptist Foundation- Olin D Johnston Trust
190 Stoneridge DriveColumbiaSC292108339570348054Endowment TrustSCAnderson UniversityTrust1Yes (true)
Baptist Foundation-Cliff and Barbara Satterwhite Scholarship Fund
190 Stoneridge DriveColumbiaSC292108339570348054Endowment TrustSCAnderson UniversityTrust1Yes (true)
Baptist Foundation-Charles T Edmonds Endowment
190 Stoneridge DriveColumbiaSC292108339570348054Endowment TrustSCAnderson UniversityTrust1Yes (true)
Charitable Remainder Unitrust
190 Stoneridge DriveColumbiaSC292108239Charitable Remainder UnitrustSCAnderson UniversityYes (true)
Baptist Foundation-PL McCall Sr & Belle W McCall Endowment
190 Stoneridge DriveColumbiaSC292108339570348054Endowment TrustSCAnderson UniversityTrust1Yes (true)
BB&T Bertha Fortune
PO Box 896825CharlotteNC282896825593482833Irrevocable TrustSCAnderson UniversityTrust1Yes (true)
Stringer Foundation
1602 N BoulevardAndersonSC29621576022719Endowment TrustSCAnderson UniversityTrust1Yes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd