PFEIFFER UNIVERSITY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PFEIFFER UNIVERSITY (EIN 56-0529990)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-22
- IRS object ID
- 202501129349300530
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-22T13:06:22-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540504608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN EDWARDS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 ARBOR DR NE 3RD FLOOR | AddressLine1Txt |
| City | CHRISTIANSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24073 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560529990 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PFEIFFER UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PFEI | BusinessNameControlTxt |
| Phone | 7044631360 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 960 | AddressLine1Txt |
| City | MISENHEIMER | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR SCOTT W BULLARD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7044631360 | PhoneNum |
| Signature | 2025-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK WOOLWINE | PreparerPersonNm |
| PTIN | P00647446 | PTIN |
| Phone | 5404433606 | PhoneNum |
| Preparation | 2025-04-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR SCOTT W BULLARD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 960 | AddressLine1Txt |
| City | MISENHEIMER | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $37,685,589 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PFEIFFER.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1938 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | PFEIFFER UNIVERSITY DELIVERS A TRANSFORMATIONAL, PERSONALIZED EDUCATION WHEREIN STUDENTS ARE SHAPED BY A GIFTED, DIVERSE, AND COMMITTED COMMUNITY OF MENTORS. GRADUATES ARE PREPARED TO LEAD, HAVE THE DISPOSITION TO SERVE, AND POSSESS THE WISDOM AND SKILLS TO FACILITATE HEALTH AND PROSPERITY THROUGHOUT THE REGION AND THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 282 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,408,704 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,743,063 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $34,817,415 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $31,041,917 | CYProgramServiceRevenueAmt |
| PY Investment Income | $722,307 | PYInvestmentIncomeAmt |
| CY Investment Income | $760,009 | CYInvestmentIncomeAmt |
| PY Other Revenue | $155,543 | PYOtherRevenueAmt |
| CY Other Revenue | $103,995 | CYOtherRevenueAmt |
| PY Total Revenue | $44,103,969 | PYTotalRevenueAmt |
| CY Total Revenue | $37,648,984 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $13,769,208 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,255,281 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,327,221 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,302,123 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,285,864 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,257,231 | PYOtherExpensesAmt |
| CY Other Expenses | $16,417,563 | CYOtherExpensesAmt |
| PY Total Expenses | $43,353,660 | PYTotalExpensesAmt |
| CY Total Expenses | $42,974,967 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $750,309 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,325,983 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $72,007,748 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,091,562 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $43,863,507 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,979,500 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,144,241 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,112,062 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PFEIFFER IS A GLOBALLY ENGAGED, REGIONAL UNIVERSITY DISTINCTIVE FOR ITS TRANSFORMATIONAL UNDERGRADUATE EXPERIENCES AND ITS LEADERSHIP IN PROFESSIONAL AND GRADUATE PROGRAMS THAT FILL DEMONSTRATED NEEDS. VESTED IN ITS HISTORY AS A UNITED METHODIST-RELATED UNIVERSITY, AND PROPELLED FORWARD BY AN INNOVATIVE FACULTY, PFEIFFER PREPARES ITS STUDENTS FOR A LIFETIME OF ACHIEVEMENT, SCHOLARSHIP, SPRIITUALITY, AND SERVICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $37,615,495 | ExpenseAmt |
| Grant | $13,255,281 | GrantAmt |
| Revenue | $31,059,112 | RevenueAmt |
| Desc | IN THE 2023-2024 ACADEMIC YEAR, THE FRANCIS CENTER FOR SERVANT LEADERSHIP AND FAITH FORMATION PARTICIPATED IN A TOTAL OF 1200 HOURS OF SERVICE. IN ADDITION, OTHER UNIVERSITY AREAS PARTICIPATED IN 900 HOURS OF SERVICE. THEREFORE, THE TOTAL NUMBER OF HOURS EQUALS 2100 HOURS. DURING THIS ACADEMIC YEAR, THERE WAS A CHANGE IN FRANCIS CENTER STAFF LEADERSHIP, FROM FULL-TIME TO PART-TIME, IMPACTING THE NUMBER OF SERVICE OPPORTUNITIES AND HOURS.HIGHLIGHTS FOR THE YEAR INCLUDE: COMMUNITY SERVICE THROUGH HABITAT FOR HUMANITY, STANLY COMMUNITY CHRISTIAN MINISTRY, BACKPACK BUDDIES, ANGEL TREE, ESTHER HOUSE, AND MORE. THESE COMMUNITY SERVICE ACTIVIES RANGE FROM ON SITE WORK, ITEM COLLECTION, AND ASSEMBLING ITEMS ON CAMPUS AND DELIVERING TO THE AGENCY. THE FRANCIS CENTER WORKED WITH LOCAL CHURCHES TO PROVIDE A GOOD NEIGHBOR PANTRY IN PFEIFFER'S CHAPEL TO STUDENTS AND NEIGHBORS GET FOOD OR HYGIENE ITEMS THEY NEED WITHOUT JUDGMENT AND PARTICIPATED IN A COMMUNITY TRUNK OR TREAT. STUDENT ATHLETES HELPED AN ELDERLY NEIGHBOR WITH YARD WORK, CONDUCTED A CANNED FOOD DRIVE AND CHRISTMAS TOY DRIVE, AND ASSISTED WITH A SPECIAL OLYMPICS DAY. OTHER STUDENT CLUBS/GROUPS COLLECTED SCHOOL SUPPLIES AND HYGIENE ITEMS.THESE ACTIVIES PROVIDED ON AND OFF CAMPUS ACTIVIES FOR STUDENTS TO PARTICIPATE IN SERVICE LEARNING. SOME ACTIVITIES WERE HANDS ON WITH COMMUNITY MEMBERS, SUCH AS SERVING AT A MOBILE FOOD PANTRY WHERE STUDENTS HELPED COMMUNITY MEMBERS "SHOP" FOR FREE GROCERIES OR WORKING THE SPECIAL OLYMPICS PROVIDING SUPPORT FOR ADULTS WITH SPECIAL NEEDS. OTHER ACTIVIES WERE HANDS ON ACTIVITIES TO ASSEMBLE ITEMS FOR LATER USE BY COMMUNITY MEMBERS, SUCH AS ASSEMBLING WEEKEND FOOD BAGS FOR LOCAL SCHOOL CHILDREN, MAKING CARDS FOR LOCAL STUDENTS DURING END OF GRADE TESTING, OR MAKING BLANKETS FOR SURVIVORS OF DOMESTIC VIOLENCE. COLLECTION DRIVES INCLUDED CANNED FOOD, SCHOOL SUPPLIES, CLOTHING, AND CHRISTMAS TOYS FOR KIDS. | Desc |
| Total Program Service Expenses | $37,615,495 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1576 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 282 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBIN S LESLIE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7044631360 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 960 | AddressLine1Txt |
| City | MISENHEIMER | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28109 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MRS JANE CRISCO | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR ROGER DICK | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR JOHN FLETCHER III | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS DEBORAH FRECH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR MATTHEW KERLIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR BLAKE MARTIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR BENNY MERRELL | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR DAVID MILLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR MATTHEW MOELLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR T RANN PAYNTER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR RUSSELL RING | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR MARSHALL ROGERS | |||||||
| PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JOSEPH SCHORTZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MRS AMY SHELTON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MRS NATASHA SUBER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MRS BONNIE SUTHER | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THE REV DR TERRY SWICEGOOD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR RICK THAMES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR DAVID BELL | |||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BISHOP KENNETH CARTER JR | |||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS BETH CRISSMAN | |||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MRS DELLA RAINES | |||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS BESS REDMOND | |||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR DAVID CARTRETTE | |||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS JOANIE STROHM | |||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EMILY CARELLA | |||||||
| VP FOR ENROLLMENT MANAGEMENT | 40.00 | Yes (X) | $114,509 | $0 | $17,092 | ||
| JEFFERY CHILDRESS | |||||||
| VP OF ATHLETICS AND EXTERNAL RELATIONS | 40.00 | Yes (X) | $113,134 | $0 | $20,460 | ||
| JOELLEN NEWSOME | |||||||
| VP OF INSTITUTIONAL ADVANCEMENT | 40.00 | Yes (X) | $110,088 | $0 | $18,733 | ||
| DANIEL MYNATT | |||||||
| PROVOST AND VP FOR ACADEMIC AFFAIRS | 40.00 | Yes (X) | $153,834 | $0 | $38,210 | ||
| SCOTT BULLARD | |||||||
| PRESIDENT | 40.00 | Yes (X) | $273,360 | $0 | $13,765 | ||
| ROBIN LESLIE | |||||||
| SENIOR VP OF FNANCE AND CFO | 40.00 | Yes (X) | $153,834 | $0 | $15,679 | ||
| SCOTT FISHER | |||||||
| PA DIRECTOR AND ASSOC PROFESSOR OF PA | 40.00 | $152,802 | $0 | $2,079 | Yes (X) | ||
| CHRISTOPHER BOE | |||||||
| PROF OF ELEMENTARY EDUC & DEAN OF GRADUATE SCHOOL | 40.00 | $130,071 | $0 | $17,399 | Yes (X) | ||
| EDWARD RANZENBACH | |||||||
| PRINCIPAL FACULTY OF PA STUDIES & DIRECTOR OF CLIN | 40.00 | $113,249 | $0 | $20,067 | Yes (X) | ||
| SUSAN LUCK | |||||||
| PROF OF BUSINESS ADMINISTRATION | 40.00 | $115,210 | $0 | $30,213 | Yes (X) | ||
| FLORA MELVIN | |||||||
| PROFESSOR OF HEALTH ADMINISTRATION | 40.00 | $106,705 | $0 | $5,934 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,536,796 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $199,631 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXO FOOD SERVICE | |||||
| PO BOX 960 | MISENHEIMER | NC | 28109 | FOOD SERVICES | $2,035,279 |
| SODEXO INC & AFFILIATES | |||||
| PO BOX 360170 | PITTSBURGH | PA | 15251 | MAINTENANCE SERVICES | $1,254,387 |
| ADVANCED SPORTS GROUP LLC | |||||
| 625 MOLLY LANE SUITE 100 | WOODSTOCK | GA | 30189 | CONSTRUCTION SERVICES | $823,141 |
| FOLLETT HIGHER EDUCATION GROUP | |||||
| 3146 SOLUTIONS CENTER | CHICAGO | IL | 60677 | BOOKSTORE SERVICES | $519,267 |
| DIGITAL TUILP LLC | |||||
| 2328 ABBEYWOOD ROAD | LEXINGTON | KY | 40515 | MARKETING SERVICES | $315,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $13,160 | FundraisingAmt |
| Government Grants | $533,370 | GovernmentGrantsAmt |
| All Other Contributions | $5,196,533 | AllOtherContributionsAmt |
| Noncash Contributions | $1,458,493 | NoncashContributionsAmt |
| Total Contributions | $5,743,063 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611310 | $24,832,209 | $24,832,209 |
| DORMITORY FEES | 611310 | $2,798,735 | $2,798,735 |
| FOOD SERVICES | 611310 | $2,153,272 | $2,153,272 |
| OTHER PROGRAM SERVICES | 611310 | $1,257,701 | $1,257,701 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $31,041,917 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $698,283 | TotalRevenueColumnAmt |
| Exclusion | $698,283 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $98,805 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $20,525 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $78,280 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,280 | TotalRevenueColumnAmt |
| Exclusion | $78,280 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $61,726 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $61,726 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,726 | TotalRevenueColumnAmt |
| Exclusion | $61,726 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $24,600 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $13,160 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $16,080 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,520 | TotalRevenueColumnAmt |
| Exclusion | $8,520 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $10,202 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,202 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,202 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 611310 | BusinessCd |
| Total Revenue Column | $6,993 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,993 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,993 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,648,984 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,059,112 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $846,809 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,255,281 | TotalAmt |
| Program Services | $13,255,281 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,089,814 | TotalAmt |
| Program Services | $528,226 | ProgramServicesAmt |
| Management And General | $443,776 | ManagementAndGeneralAmt |
| Fundraising | $117,812 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,137,344 | TotalAmt |
| Program Services | $8,735,719 | ProgramServicesAmt |
| Management And General | $1,085,218 | ManagementAndGeneralAmt |
| Fundraising | $316,407 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,009 | TotalAmt |
| Program Services | $59,093 | ProgramServicesAmt |
| Management And General | $13,896 | ManagementAndGeneralAmt |
| Fundraising | $3,020 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,198,234 | TotalAmt |
| Program Services | $964,974 | ProgramServicesAmt |
| Management And General | $179,150 | ManagementAndGeneralAmt |
| Fundraising | $54,110 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800,722 | TotalAmt |
| Program Services | $665,221 | ProgramServicesAmt |
| Management And General | $104,125 | ManagementAndGeneralAmt |
| Fundraising | $31,376 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,650 | TotalAmt |
| Management And General | $49,650 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,631,547 | TotalAmt |
| Program Services | $2,756,566 | ProgramServicesAmt |
| Management And General | $837,823 | ManagementAndGeneralAmt |
| Fundraising | $37,158 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,236 | TotalAmt |
| Program Services | $9,024 | ProgramServicesAmt |
| Management And General | $435,212 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $942,089 | TotalAmt |
| Program Services | $887,378 | ProgramServicesAmt |
| Management And General | $45,254 | ManagementAndGeneralAmt |
| Fundraising | $9,457 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,308 | TotalAmt |
| Program Services | $386,297 | ProgramServicesAmt |
| Management And General | $4,721 | ManagementAndGeneralAmt |
| Fundraising | $290 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,692,432 | TotalAmt |
| Program Services | $2,664,042 | ProgramServicesAmt |
| Management And General | $27,045 | ManagementAndGeneralAmt |
| Fundraising | $1,345 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $621,744 | TotalAmt |
| Program Services | $564,357 | ProgramServicesAmt |
| Management And General | $54,601 | ManagementAndGeneralAmt |
| Fundraising | $2,786 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,662 | TotalAmt |
| Program Services | $142,819 | ProgramServicesAmt |
| Management And General | $12,778 | ManagementAndGeneralAmt |
| Fundraising | $65 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $824,951 | TotalAmt |
| Program Services | $808,347 | ProgramServicesAmt |
| Management And General | $16,604 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,783,130 | TotalAmt |
| Program Services | $2,728,225 | ProgramServicesAmt |
| Management And General | $54,905 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,997 | TotalAmt |
| Program Services | $86,215 | ProgramServicesAmt |
| Management And General | $450,782 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STUDENT BOARD | $1,944,129 | $1,944,129 | ||
| BAD DEBT EXPENSE | $784,039 | $89,958 | $694,081 | |
| MISCELLANEOUS EXPENSE | $248,731 | $130,883 | $111,641 | $6,207 |
| SPECIAL EVENTS | $199,857 | $182,829 | $5,500 | $11,528 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,061 | TotalAmt |
| Program Services | $115,870 | ProgramServicesAmt |
| Management And General | $50,969 | ManagementAndGeneralAmt |
| Fundraising | $222 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,974,967 | TotalAmt |
| Program Services | $37,615,495 | ProgramServicesAmt |
| Management And General | $4,073,608 | ManagementAndGeneralAmt |
| Fundraising | $1,285,864 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,777,124 | BOYAmt |
| EOY | $370,912 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,017,883 | BOYAmt |
| EOY | $6,271,051 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,923,151 | BOYAmt |
| EOY | $2,823,128 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $518,883 | BOYAmt |
| EOY | $323,427 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,231 | BOYAmt |
| EOY | $16,476 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,745 | BOYAmt |
| EOY | $29,744 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $743,091 | BOYAmt |
| EOY | $256,453 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $78,632,053 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,834,514 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,468,890 | BOYAmt |
| EOY | $37,797,539 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,290,999 | BOYAmt |
| EOY | $12,333,231 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,774,849 | BOYAmt |
| EOY | $3,322,434 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,438,902 | BOYAmt |
| EOY | $547,167 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,007,748 | BOYAmt |
| EOY | $64,091,562 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,551,902 | BOYAmt |
| EOY | $2,051,967 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,399,538 | BOYAmt |
| EOY | $881,257 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,479,050 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,874,692 | BOYAmt |
| EOY | $35,113,124 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,004 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,687,371 | BOYAmt |
| EOY | $454,102 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,863,507 | BOYAmt |
| EOY | $39,979,500 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,604,269 | BOYAmt |
| EOY | -$4,016,924 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,539,972 | BOYAmt |
| EOY | $28,128,986 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,144,241 | BOYAmt |
| EOY | $24,112,062 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,007,748 | BOYAmt |
| EOY | $64,091,562 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$5,325,983 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,293,804 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,638,682 | BeginningYearBalanceAmt |
| Contributions | $278,263 | ContributionsAmt |
| Investment Earnings Or Losses | $2,004,163 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $19,921,108 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,851,509 | BeginningYearBalanceAmt |
| Contributions | $350,672 | ContributionsAmt |
| Investment Earnings Or Losses | $1,436,501 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $17,638,682 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,324,708 | BeginningYearBalanceAmt |
| Contributions | $665,231 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,138,430 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $15,851,509 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,198,030 | BeginningYearBalanceAmt |
| Contributions | $407,810 | ContributionsAmt |
| Investment Earnings Or Losses | $1,718,868 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $16,324,708 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,183,026 | BeginningYearBalanceAmt |
| Contributions | $735,638 | ContributionsAmt |
| Investment Earnings Or Losses | $396,137 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,116,771 | OtherExpendituresAmt |
| End Year Balance | $14,198,030 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00520 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98960 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00520 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,144,341 | OtherCostOrOtherBasisAmt |
| Book Value | $4,144,341 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $57,230,188 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,817,741 | DepreciationAmt |
| Book Value | $29,412,447 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,172,040 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,016,633 | DepreciationAmt |
| Book Value | $4,155,407 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $85,484 | OtherCostOrOtherBasisAmt |
| Depreciation | $140 | DepreciationAmt |
| Book Value | $85,344 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $37,797,539 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH AND CASH EQUIVALENTS | $3,293,693 | F |
| BONDS | $28,741 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,322,434 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FINANCING LEASE RIGHT-OF-USE LIABILITIES | $160,508 |
| REFUNDABLE ADVANCES FOR STUDENT LOANS | $290,720 |
| ANNUITIES PAYABLE | $2,874 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $454,102 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $25,680,772 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,293,804 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $6,310 | OtherRevenueAmt |
| Revenue Not Reported | $1,300,114 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,380,658 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $49,650 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $13,218,676 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $13,268,326 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $37,648,984 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,712,951 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $29,712,951 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $49,650 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $13,212,366 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $13,262,016 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $42,974,967 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | FRAMED ORIGINAL PHOTOGRAPH OF DR. MARTIN LUGHER KING, JR. AND DR. VERNON MACK HERRON. THE MARCH FROM SELMA TO MONTGOMERY, ALABAMA IN 1965. ALSO INCLUDED IS A GENEOLOGY COLLECTION OF BOOKS, DOCUMENTS AND MEMORABILIA FROM DR. HERRON. THESE INCLUDE HIS WRITINGS ON THE CIVIL RIGHTS MOVEMENT. |
| PART X, LINE 2: | THE UNIVERSITY IS A TAX-EXEMPT ENTITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE CAMPUS IS A SINGLE MEMBER LIMITED LIABILITY COMPANY AND IS THEREFORE DISREGARDED FOR INCOME TAX PURPOSES. ACCORDINGLY, THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE UNIVERSITY HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2023 AND 2022. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 163. CHANGE IN VALUE OF CASH VALUE LIFE INSURANCE 6,147. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 13,255,281. FUNDRAISING EVENT EXPENSE -16,080. RENTAL EXPENSE -20,525. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 13,255,281. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -163. CHANGE IN VALUE OF CASH VALUE LIFE INSURANCE -6,147. FUNDRAISING EVENT EXPENSE -16,080. RENTAL EXPENSE -20,525. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY INCLUDES THE RACIALLY NON-DISCRIMINATORY POLICY IN ALL ITS BROCHURES, CATALOGUES AND OTHER WRITTEN COMMUNICATIONS WITH THE PUBLIC THAT RELATE TO STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS. |
| SCHEDULE E, PART I, LINE 6 | EXPENDITURES OF FEDERAL AWARDS SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, FEDERAL DIRECT LOAN PROGRAM, FEDERAL WORK STUDY, PELL GRANT PROGRAM. EXPENDITURES OF STATE AWARDS NC NEED-BASED SCHOLARSHIP PROGRAM, NC FORGIVEABLE EDUCATIONAL LOANS FOR SERVICE, GOLDEN LEAF SCHOLARS PROGRAM. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $37,760 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $13,160 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $24,600 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $195 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $4,608 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,306 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,403 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $568 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $37,760 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $13,160 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $24,600 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $195 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,608 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $6,306 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,403 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $568 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $16,080 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $8,520 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 906 | RecipientCnt |
| Cash Grant | $13,255,281 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE AWARDED EACH YEAR BASED ON REQUIREMENTS DICTATED BY THE TYPE OF SCHOLARSHIP. ALL SCHOLARSHIPS ARE APPLIED TO EACH STUDENT'S ACCOUNT AND DISBURSED FROM THE FINANCIAL AID OFFICE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT BULLARD | ||||||||||||||
| PRESIDENT | $242,000 | $0 | $25,000 | $0 | $6,360 | $0 | $6,558 | $0 | $7,207 | $0 | $287,125 | $0 | $0 | $0 |
| DANIEL MYNATT | ||||||||||||||
| PROVOST AND VP FOR ACADEMIC AFFAIRS | $152,250 | $0 | $0 | $0 | $1,584 | $0 | $27,394 | $0 | $10,816 | $0 | $192,044 | $0 | $0 | $0 |
| ROBIN LESLIE | ||||||||||||||
| SENIOR VP OF FNANCE AND CFO | $152,250 | $0 | $0 | $0 | $1,584 | $0 | $8,472 | $0 | $7,207 | $0 | $169,513 | $0 | $0 | $0 |
| SCOTT FISHER | ||||||||||||||
| PA DIRECTOR AND ASSOC PROFESSOR OF P | $152,250 | $0 | $0 | $0 | $552 | $0 | $1,676 | $0 | $403 | $0 | $154,881 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR ROGER DICK | PersonNm |
| Relationship With Org | MR. ROGER DICK IS A BOARD OF TRUSTEES MEMBER AND CEO OF UWHARRIE BANK | RelationshipWithOrgTxt |
| Loan Purpose | BUYOUT/TERMINATION OF LEASE | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $1,500,000 | OriginalPrincipalAmt |
| Balance Due | $1,479,050 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $1,479,050 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR ROGER DICK | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD OF TRUSTEES MEMBER | RelationshipDescriptionTxt |
| Transaction | $253,169 | TransactionAmt |
| Transaction | THE UNIVERSITY HOLDS A CD AT UWHARRIE BANK AND MR. ROGER DICK IS CEO OF UWHARRIE BANK. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,757 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $479,434 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE HIGH/LOW | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $939,615 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SUPPLIES | 6 | $18,954 | DONOR VALUE |
| Yes (X) | EQUIPMENT | 1 | $17,733 | DONOR VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | PFEIFFER UNIVERSITY'S FORM 990 IS SENT TO THE PRESIDENT, CFO, AND ALL BOARD OF TRUSTEE MEMBERS FOR INDIVIDUAL REVIEW BEFORE THE RETURN IS SUBMITTED. |
| FORM 990, PART VI, SECTION B, LINE 12C | PFEIFFER UNIVERSITY REQUIRES ALL TRUSTEES TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY, WHICH IS REVIEWED BY THE PRESIDENT'S OFFICE. IN THE EVENT OF A POTENTIAL CONFLICT DURING THE YEAR, THE INTERESTED PERSON SHALL RECUSE HIMSELF/HERSELF FROM DISCUSSIONS AND VOTE ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES OR FINANCE COMMITTEE ANNUALLY REVIEWS COMPARABLE EXTERNAL DATA AND BENCHMARKS, AS WELL AS PERFORMANCE IN DETERMINING APPROPRIATE COMPENSATION. THE DECISION IS DOCUMENTED IN THE BOARD MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR PERIOD. |