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ANDERSON UNIVERSITY: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ANDERSON UNIVERSITY (EIN 57-0324906)
Tax period
2022-06-01 to 2023-05-31
Filed
2024-04-11
IRS object ID
202411029349301806
Schema version
2022v5.0
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)
Return2024-04-11T17:32:42+00:00ReturnTs
Tax Period End2023-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363990892PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Capin Crouse LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11255 Lakes Parkway Suite 105AddressLine1Txt
CityLawrencevilleCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30043ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
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
Signature2024-04-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKristiePersonFirstNm
Person LastColePersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDaren DaigaPreparerPersonNm
PTINP01074795PTIN
Phone5055022746PhoneNum
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

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$155,563,943GrossReceiptsAmt
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 Employee1667TotalEmployeeCnt
Total Volunteers353TotalVolunteersCnt
Total Gross UBI$73,338TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$11,729,134PYContributionsGrantsAmt
CY Contributions Grants$9,365,777CYContributionsGrantsAmt
PY Program Service Revenue$112,800,267PYProgramServiceRevenueAmt
CY Program Service Revenue$120,973,018CYProgramServiceRevenueAmt
PY Investment Income$5,561,484PYInvestmentIncomeAmt
CY Investment Income$723,779CYInvestmentIncomeAmt
PY Other Revenue$92,141PYOtherRevenueAmt
CY Other Revenue$102,949CYOtherRevenueAmt
PY Total Revenue$130,183,026PYTotalRevenueAmt
CY Total Revenue$131,165,523CYTotalRevenueAmt
PY Grants And Similar Paid$43,949,186PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$46,343,964CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$42,756,066PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$46,809,976CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$87,383PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$76,221CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,727,784CYTotalFundraisingExpenseAmt
PY Other Expenses$36,396,128PYOtherExpensesAmt
CY Other Expenses$38,668,047CYOtherExpensesAmt
PY Total Expenses$123,188,763PYTotalExpensesAmt
CY Total Expenses$131,898,208CYTotalExpensesAmt
PY Revenues Less Expenses$6,994,263PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$732,685CYRevenuesLessExpensesAmt
Total Assets BOY$269,873,980TotalAssetsBOYAmt
Total Assets EOY$267,973,189TotalAssetsEOYAmt
Total Liabilities BOY$105,877,237TotalLiabilitiesBOYAmt
Total Liabilities EOY$104,666,463TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$163,996,743NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$163,306,726NetAssetsOrFundBalancesEOYAmt
MissionAnderson University is an academic community, affiliated with the South Carolina Baptist Convention, providing a challenging education grounded in the liberal arts, enhanced by professional and graduate programs and a co-curricular focus on the development of character, servant leadership, and cultural engagement. This is a diverse community that is Christ-centered, people-focused, student-oriented, quality-driven, and future-directed.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$102,377,103ExpenseAmt
Grant$46,343,964GrantAmt
Revenue$100,796,412RevenueAmt
DescThe University is a comprehensive university affiliated with the South Carolina Baptist Convention offering bachelors, masters, and doctorate degrees. Located on approximately 387 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 62 baccalaureate majors, 39 major-embedded concentrations, as well as 48 minors and three undergraduate certificates. The Organization also offers 15 master degrees and 7 graduate certificate programs in the fields of business, Christian studies, criminal justice, education, music education, nursing, and pathology. At the post-master's level, the Organization offers an Ed.S. in Educational Systems Administration and 8 doctoral programs: Doctor of Ministry (two), 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 2022-2023 FISCAL YEAR Anderson University Receives Highest U.S. News & World Report Rank in its History - The University is the 26th best institution of higher learning in the south after rising 18 spots in the latest rankings published by U.S. News & World Report In addition, the University is ranked #18 among "Best Value Schools" as U.S. News & World Report released the 2022-2023 edition. Anderson University Again Named to The Great Colleges to Work For Honor Roll - For the 2022-2023 academic year, The Great Colleges to Work For program placed the University on its Honor Roll-it is one of only two institutions of higher education in South Carolina to receive that designation-as the University was lauded in all 10 of The Great Colleges to Work For recognition categories. Anderson University Celebrates Highest Enrollment in its 111-Year History - The University's enrollment for the 2022-2023 academic year stands at 4,117 students, the largest student body since the University welcomed its first class in 1911 and solidifying the University's status as the largest private university in South Carolina. In addition, the University saw its highest number of freshmen and transfer students, with 906 first-time students enrolling this year. Anderson University Online Programs Ranked in Six Categories by U.S. News & World Report - The University has the best online criminal justice program in South Carolina, according to U.S. News & World Report's Best Online Programs rankings for 2023. The University appeared in six categories in the annual list made up of all colleges and universities in the nation. Anderson University Launches First Pathologists Assistant Program in South Carolina Anderson University Creates New Programs in Coding and App Development City of Anderson Proclaims March 30 as Anderson University Day - The City of Anderson is inviting the community to join the University in celebration of A Day, the University's annual fundraising campaign in support of student scholarships and campus improvements. Anderson City Council passed a resolution naming March 30, 2023 erson University Day." The University alumni and friends provided over $500,000 in student scholarships and campus improvements during the University's annual A Day campaign on March 30. Anderson University Partners with AnMed on Various InitiativesDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$14,454,202ExpenseAmt
Revenue$18,982,178RevenueAmt
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$83,180ExpenseAmt
Revenue$1,194,428RevenueAmt
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$116,914,485TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document3992IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1667EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
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
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
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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
Mr Kip Miller
Secretary (part year), Vice Chair1.0Yes (X)Yes (X)$0$0$0
Mr Shawn McGee
Secretary (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
Anthony Jones
Trustee (part year)1.0Yes (X)$0$0$0
Benjamin Littlejohn
Trustee (part year)1.0Yes (X)$0$0$0
Dr Benjamin Smoak
Trustee1.0Yes (X)$0$0$0
Dr Edward M Carney
Trustee1.0Yes (X)$0$0$0
Dr Jack E Shaw
Trustee1.0Yes (X)$0$0$0
Dr Margaret Wooten
Trustee1.0Yes (X)$0$0$0
Dr Rudy Gray
Trustee1.0Yes (X)$0$0$0
Hughlyn H Burgess
Trustee (part year)1.0Yes (X)$0$0$0
Mr Brian McKay
Trustee1.0Yes (X)$0$0$0
Mr C Nakia Davis
Trustee1.0Yes (X)$0$0$0
Mr D Rodney Back
Trustee1.0Yes (X)$0$0$0
Mr Danny Walker
Trustee1.0Yes (X)$0$0$0
Mr David Walker
Trustee1.0Yes (X)$0$0$0
Mr Don Harper
Trustee1.0Yes (X)$2,200$0$0
Mr George Wyatt
Trustee1.0Yes (X)$0$0$0
Mr Gerald J Caskey
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
Mrs Mickey Hyman
Trustee1.0Yes (X)$0$0$0
Mrs Nancy Campbell
Trustee1.0Yes (X)$0$0$0
Rev Alex D Henderson
Trustee1.0Yes (X)$0$0$0
Rev Michaeal Bearden
Trustee1.0Yes (X)$0$0$0
Rev Rod Elliott
Trustee1.0Yes (X)$0$0$0
Robert Winburn
Trustee (part year)1.0Yes (X)$0$0$0
Roy Jeffcoat
Trustee (part year)1.0Yes (X)$0$0$0
David Omar Rashed
Sr VP Administration & Brand40.0Yes (X)$201,781$0$49,791
Dr Evans P Whitaker
President60.0Yes (X)$922,292$0$118,911
James Wayne Landrith
Sr VP Development/Pres. Affairs40.0Yes (X)$200,101$0$41,471
Kristie Cole
VP Finance and CFO40.0Yes (X)$170,706$0$29,745
Reginald Gay
VP and University Counsel40.0Yes (X)$190,210$0$30,886
Ryan Neal
Provost40.0$173,931$0$50,562Yes (X)
Ben Deaton
VP for the Office of TOLI40.0$150,358$0$12,402Yes (X)
Jim Fereira
Sr VP Student Development40.0$137,573$0$87,580Yes (X)
Mark Butler
Dean- College of Education40.0$135,657$0$22,085Yes (X)
Pamela Ross
VP for Enrollment Management40.0$156,361$0$27,468Yes (X)
Steven Nail
Dean-College of Business40.0$169,495$0$39,168Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,610,665TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$510,069TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K35IndivRcvdGreaterThan100KCnt
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/ZIPCdServicesServicesDescCompensationCompensationAmt
Hogan Construction Group of South Carolina LLC
10703 Anderson RoadEasleySC29642Construction$5,743,970
AVI Foodsystems Inc
2590 Elm Road North EastWarrenOH44483Dining Services$5,008,342
Trehel Corporation
PO Box 6688GreenvilleSC29606Construction$3,962,070
The Budd Group
2325 South Stratford RoadWinston SalemNC27103Landscaping/Custodial$2,663,964
Workday Inc
PO Box 396106San FranciscoCA94139IT Services$1,145,947
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K38CntrctRcvdGreaterThan100KCnt
Fundraising$61,824FundraisingAmt
Related Organizations$1,415,716RelatedOrganizationsAmt
Government Grants$1,090,776GovernmentGrantsAmt
All Other Contributions$6,797,461AllOtherContributionsAmt
Noncash Contributions$108,885NoncashContributionsAmt
Total Contributions$9,365,777TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Student Instruction611710$100,796,412$100,796,412
Auxiliary Enterprises611710$18,982,178$18,982,178

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,194,428TotalRevenueColumnAmt
Related Or Exempt Func Income$1,194,428RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$120,973,018TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,019,087TotalRevenueColumnAmt
Exclusion$2,019,087ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,830TotalRevenueColumnAmt
Exclusion$12,830ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$67,896RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$40,945RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$26,951RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,951TotalRevenueColumnAmt
Exclusion$26,951ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$23,018,213SecuritiesAmt
Other$5,108OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$24,261,146SecuritiesAmt
Other$57,483OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$1,242,933SecuritiesAmt
Other-$52,375OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,295,308TotalRevenueColumnAmt
Exclusion-$1,295,308ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$28,676FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$61,824ContriRptFundraisingEventAmt
Fundraising Direct Expenses$38,846FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$10,170TotalRevenueColumnAmt
Exclusion-$10,170ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Sponsorships541800$44,538$44,538
Advertising511120$28,800$28,800

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$73,338OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$131,165,523TotalRevenueColumnAmt
Related Or Exempt Func Income$120,973,018RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$73,338UnrelatedBusinessRevenueAmt
Exclusion$753,390ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$46,343,964TotalAmt
Program Services$46,343,964ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,258,656TotalAmt
Program Services$248,059ProgramServicesAmt
Management And General$1,757,737ManagementAndGeneralAmt
Fundraising$252,860FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$295,491TotalAmt
Program Services$245,903ProgramServicesAmt
Fundraising$49,588FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$35,210,075TotalAmt
Program Services$31,737,720ProgramServicesAmt
Management And General$2,863,198ManagementAndGeneralAmt
Fundraising$609,157FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,417,397TotalAmt
Program Services$2,079,604ProgramServicesAmt
Management And General$297,860ManagementAndGeneralAmt
Fundraising$39,933FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,345,034TotalAmt
Program Services$3,549,330ProgramServicesAmt
Management And General$720,808ManagementAndGeneralAmt
Fundraising$74,896FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,283,323TotalAmt
Program Services$1,988,692ProgramServicesAmt
Management And General$243,379ManagementAndGeneralAmt
Fundraising$51,252FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$125,574TotalAmt
Management And General$125,574ManagementAndGeneralAmt

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$76,221TotalAmt
Fundraising$76,221FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$226,392TotalAmt
Management And General$226,392ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,479,874TotalAmt
Program Services$5,629,204ProgramServicesAmt
Management And General$785,935ManagementAndGeneralAmt
Fundraising$64,735FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,359,801TotalAmt
Program Services$25,698ProgramServicesAmt
Management And General$2,332,174ManagementAndGeneralAmt
Fundraising$1,929FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,463,397TotalAmt
Program Services$1,086,625ProgramServicesAmt
Management And General$312,158ManagementAndGeneralAmt
Fundraising$64,614FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,752,366TotalAmt
Program Services$3,344,649ProgramServicesAmt
Management And General$329,334ManagementAndGeneralAmt
Fundraising$78,383FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,892,059TotalAmt
Program Services$7,052,628ProgramServicesAmt
Management And General$724,318ManagementAndGeneralAmt
Fundraising$115,113FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,816,518TotalAmt
Program Services$1,708,730ProgramServicesAmt
Management And General$107,788ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,844,121TotalAmt
Program Services$2,535,091ProgramServicesAmt
Management And General$249,620ManagementAndGeneralAmt
Fundraising$59,410FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$8,248,889TotalAmt
Program Services$7,247,136ProgramServicesAmt
Management And General$831,915ManagementAndGeneralAmt
Fundraising$169,838FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$536,514TotalAmt
Program Services$63,445ProgramServicesAmt
Management And General$473,069ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescBad Debt ExpenseDesc
Total$85,836TotalAmt
Management And General$85,836ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,735,433TotalAmt
Program Services$2,028,007ProgramServicesAmt
Management And General$687,571ManagementAndGeneralAmt
Fundraising$19,855FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$131,898,208TotalAmt
Program Services$116,914,485ProgramServicesAmt
Management And General$13,255,939ManagementAndGeneralAmt
Fundraising$1,727,784FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,119,821BOYAmt
EOY$6,425,741EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$63,880,761BOYAmt
EOY$43,228,408EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,432,276BOYAmt
EOY$7,054,323EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,284,907BOYAmt
EOY$5,462,502EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$679,444BOYAmt
EOY$817,868EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$205,332,166LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$61,499,559LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$127,003,945BOYAmt
EOY$143,832,607EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$36,580,059BOYAmt
EOY$36,727,454EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$15,196,140BOYAmt
EOY$16,119,368EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$1,232,492BOYAmt
EOY$381,934EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,464,135BOYAmt
EOY$7,922,984EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$269,873,980BOYAmt
EOY$267,973,189EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,969,463BOYAmt
EOY$9,940,380EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,381,944BOYAmt
EOY$4,767,164EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,306,901BOYAmt
EOY$20,812,962EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$195,530BOYAmt
EOY$346,862EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$65,402,404BOYAmt
EOY$64,432,817EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,620,995BOYAmt
EOY$4,366,278EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$105,877,237BOYAmt
EOY$104,666,463EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$122,783,834BOYAmt
EOY$119,078,610EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$41,212,909BOYAmt
EOY$44,228,116EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$163,996,743BOYAmt
EOY$163,306,726EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$269,873,980BOYAmt
EOY$267,973,189EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$732,685ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$206,845NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$164,177OtherChangesInNetAssetsAmt
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$3,919,145CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,902,925CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,634,711CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,729,134CurrentTaxYearMinus1YearAmt
Current Tax Year$9,365,777CurrentTaxYearAmt
Total$50,551,692TotalAmt

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$3,919,145CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,902,925CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,634,711CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,729,134CurrentTaxYearMinus1YearAmt
Current Tax Year$9,365,777CurrentTaxYearAmt
Total$50,551,692TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$621,309SubstantialContributorsTotAmt
Public Support Total170$49,930,383PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,115,925CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,869,989CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,207,406CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,064,705CurrentTaxYearMinus1YearAmt
Current Tax Year$2,099,812CurrentTaxYearAmt
Total$9,357,837TotalAmt

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
Current Tax Year$0CurrentTaxYearAmt
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$59,909,529TotalSupportAmt
Gross Receipts Rltd Activities$521,069,745GrossReceiptsRltdActivitiesAmt
Public Support CY1700.8334PublicSupportCY170Pct
Public Support PY1700.8241PublicSupportPY170Pct
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$7,605ExpensesIncurredEnforcementAmt

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$500RevenuesIncludedAmt
Assets Included$954,163AssetsIncludedAmt
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,932,350BeginningYearBalanceAmt
Contributions$437,374ContributionsAmt
Investment Earnings Or Losses-$170,381InvestmentEarningsOrLossesAmt
Grants Or Scholarships$649,371GrantsOrScholarshipsAmt
End Year Balance$22,549,972EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0192BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.9808PrmnntEndowmentBalanceEOYPct
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$69,000InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$11,101,062OtherCostOrOtherBasisAmt
Book Value$11,170,062BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$147,055,536OtherCostOrOtherBasisAmt
Depreciation$47,264,600DepreciationAmt
Book Value$99,790,936BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,034,728OtherCostOrOtherBasisAmt
Depreciation$600,254DepreciationAmt
Book Value$434,474BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$21,502,492OtherCostOrOtherBasisAmt
Depreciation$13,634,705DepreciationAmt
Book Value$7,867,787BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$24,569,348OtherCostOrOtherBasisAmt
Book Value$24,569,348BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$143,832,607TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Alternative investments$887,092F
Corporate/government bonds$1,003,183F
Short-term income fund$14,229,093F
FieldValueIRS element (for citing)
Total Book Value Securities$16,119,368TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
Student deposits-$769
Funds held in federal loan programs$710,792
Interest rate swap$24,587
Health insurance liability$448,638
Capital lease obligation
Annuities payable$272,277
Financing leases right-of-use liabilities$2,910,753
FieldValueIRS element (for citing)
Total Liability$4,366,278TotalLiabilityAmt

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.
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: 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 (3 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean00Investments$887,092
Europe (Including Iceland and Greenland)00Program Services$7,869Professional Development, Student Relations, Airfare/Travel
Central America and the Caribbean00Program Services$2,932Professional Development, Airfare/Travel
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$897,893SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$897,893TotalSpentAmt
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; EUROPE (INCLUDING ICELAND AND GREENLAND)-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 (3 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$7,470-$7,470
Allegiance Fundraising
PO Box 9132FargoND58106Fundraising consultant and mailingsfalse$0$63,148-$63,148
Mongoose Research
6506 East Quaker Street Suite 202Orchard ParkNY14127Texting Contractorfalse$0$5,603-$5,603
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$76,221TotalRetainedByContractorsAmt
Total Net To Organization-$76,221TotalNetToOrganizationAmt
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 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

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1VIP Golf Tournament 2022Event1Nm
Gross Receipts Event1$60,500GrossReceiptsEvent1Amt
Charitable Contri Event1$39,887CharitableContriEvent1Amt
Gross Revenue Event1$20,613GrossRevenueEvent1Amt
Cash Prizes Event1$6,000CashPrizesEvent1Amt
Non Cash Prizes Event1$1,514NonCashPrizesEvent1Amt
Food And Beverage Event1$5,419FoodAndBeverageEvent1Amt
Entertainment Event1$7,680EntertainmentEvent1Amt
Other Direct Expenses Event1$3,733OtherDirectExpensesEvent1Amt
Event2President's GalaEvent2Nm
Gross Receipts Event2$30,000GrossReceiptsEvent2Amt
Charitable Contri Event2$21,937CharitableContriEvent2Amt
Gross Revenue Event2$8,063GrossRevenueEvent2Amt
Rent Facility Costs Event2$2,483RentFacilityCostsEvent2Amt
Food And Beverage Event2$8,063FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$3,954OtherDirectExpensesEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$90,500GrossReceiptsTotalAmt
Charitable Contributions Tot$61,824CharitableContributionsTotAmt
Gross Revenue Total Events$28,676GrossRevenueTotalEventsAmt
Cash Prizes Total Events$6,000CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$1,514NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$2,483RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$13,482FoodAndBeverageTotalEventsAmt
Entertainment Total Events$7,680EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$7,687OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$38,846DirectExpenseSummaryEventsAmt
Net Income Summary-$10,170NetIncomeSummaryAmt

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
Recipient3087RecipientCnt
Cash Grant$46,343,964CashGrantAmt

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)
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$638,317$0$93,003$0$190,972$0$65,233$0$53,678$0$1,041,203$0$0$0
David Omar Rashed
Sr VP Administration & Brand$194,597$0$500$0$6,684$0$16,763$0$33,028$0$251,572$0$0$0
James Wayne Landrith
Sr VP Development/Pres. Affairs$197,089$0$500$0$2,512$0$16,763$0$24,708$0$241,572$0$0$0
Reginald Gay
VP and University Counsel$188,060$0$500$0$1,650$0$15,593$0$15,293$0$221,096$0$0$0
Kristie Cole
VP Finance and CFO$169,338$0$500$0$868$0$14,110$0$15,635$0$200,451$0$0$0
Ryan Neal
Provost$173,431$0$500$0$0$0$15,316$0$35,246$0$224,493$0$0$0
Jim Fereira
Sr VP Student Development$136,710$0$500$0$363$0$15,850$0$71,730$0$225,153$0$0$0
Steven Nail
Dean-College of Business$167,620$0$500$0$1,375$0$14,238$0$24,930$0$208,663$0$0$0
Pamela Ross
VP for Enrollment Management$154,563$0$500$0$1,298$0$12,904$0$14,564$0$183,829$0$0$0
Ben Deaton
VP for the Office of TOLI$149,745$0$500$0$113$0$12,020$0$382$0$162,760$0$0$0
Mark Butler
Dean- College of Education$135,157$0$500$0$0$0$11,074$0$11,011$0$157,742$0$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 home is provided as a nontaxable benefit to the President. Pursuant to Internal Revenue Code Section 107, ministerial housing allowances are provided for qualifying ministerial employees. This is not included in taxable compensation. The Senior VP Student Development met the qualifications for and received a ministerial housing allowance during the tax year.
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 personal services are provided as a nontaxable benefit 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. In June 2022, Dr. Whitaker received payment of $150,325.01 in vested 457(f) contributions plus earnings. As of calendar year-end 2022, The University had contributed $20,447.88 to the 457(f) plan on behalf of Dr. Whitaker. Contributions as of June 2022 will be vested and paid out June 2025.
Schedule J, Part I, Line 7 Non-fixed paymentsThe board approved nonfixed payments made in the form discretionary bonuses.

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$8,721,000$20,406,000$7,953,544$12,452,4562015Yes (true)falseYes (true)Yes (true)
B$2,334,000$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)falsefalsefalseYes (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 (4 entries)

Cash GrantCashGrantAmtType Of AssistanceTypeOfAssistanceTxtAssistance PurposeAssistancePurposeTxt
$78,875Institutional aidEducation
$30,700Merit based assitanceEducation
$4,500Need based assistanceEducation
$38,912Federal UnSub (Not-need based)Education

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Cynthia Whitaker
Family member of Dr. Evans P. Whitaker, President$94,172Compensation and benefitsfalse
Tonya Landrith
Family member of Wayne Landrith, Sr VP Development/Pres. Affairs$43,027Compensation and benefitsfalse
Sheryl Rashed
Family member of Omar Rashed, Sr VP Administration & Brand$12,459Compensationfalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$500NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - AppraisalMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$21,140NoncashContributionsRptF990Amt
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/food49$49,789Cost
Yes (X)Equipment6$32,182Cost
Yes (X)Miscellaneous items3$5,274Cost
FieldValueIRS element (for citing)
Form8283 Received40Form8283ReceivedCnt
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 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 M, Part I Explanations of reporting method for number of contributionsArt - Works of art - The number of contributions represent the number of contributions received, not the number of items donated. Securities - Publicly traded - The number of contributions represent the number of contributions received, not the number of items donated. Other - Prizes/supplies/food The number of contributions represent the number of contributions received, not the number of items donated. Other - Equipment The number of contributions represent the number of contributions received, not the number of items donated. Other - Miscellaneous items The number of contributions represent the number of contributions received, not the number of items donated.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 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, Executive Director, and VP 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 VII, Section A, Line 1a, Column (D)Compensation reported in Part VII, column D and Schedule J, Part II, column B is the amount reported on the individual's W-2, box 1 or 5 (whichever amount is greater) per the IRS instructions. In the case of minister's compensation when box 5 of the W-2 is not applicable, box 1 compensation is used. Employee deferrals to qualified retirement plans are normally captured in box 5, not box 1 of Form W-2. For reporting purposes we have included the minister's retirement plan deferrals in Part VII, column F and Schedule J, Part II, column C.
Form 990, Part VIII, Line 2f Other Program Service RevenueOther Program Revenue - Total Revenue: 1194428, Related or Exempt Function Revenue: 1194428, 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 - -164177;
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 TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
Baptist Foundation- Anderson University Endowment 10154000
190 Stoneridge DriveColumbiaSC292108329570348054Endowment TrustSCAnderson UniversityTrust$0-$200,5481Yes (true)
Baptist Foundation- Francis Marion Warden Scholarship Trust
19 Stoneridge DriveColumbiaSC292108339570348054Endowment TrustSCAnderson UniversityTrust$0-$31,7631Yes (true)
Baptist Foundation- CH Branyon Endowment
190 Stoneridge DriveColumbiaSC292108339570348054Net Income Endowment TrustSCAnderson UniversityTrust$0-$76,8351Yes (true)
Baptist Foundation- Lucille Talmadge Gaines Scholarship Fund
190 Stoneridge DriveColumbiaSC292108339570348054Endowment TrustSCAnderson UniversityTrust$0-$132,4101Yes (true)
Baptist Foundation- Olin D Johnston Trust
190 Stoneridge DriveColumbiaSC292108339570348054Endowment TrustSCAnderson UniversityTrust$0-$275,9431Yes (true)
Baptist Foundation-Cliff and Barbara Satterwhite Scholarship Fund
190 Stoneridge DriveColumbiaSC292108339570348054Endowment TrustSCAnderson UniversityTrust$0-$30,5261Yes (true)
Baptist Foundation-Charles T Edmonds Endowment
190 Stoneridge DriveColumbiaSC292108339570348054Endowment TrustSCAnderson UniversityTrust$0-$256,9461Yes (true)
Charitable Remainder Unitrust
190 Stoneridge DriveColumbiaSC292108239Charitable Remainder UnitrustSCNATrustYes (true)
Baptist Foundation-PL McCall Sr & Belle W McCall Endowment
190 Stoneridge DriveColumbiaSC292108339570348054Endowment TrustSCAnderson UniversityTrust$0-$142,1651Yes (true)
BB&T Bertha Fortune
PO Box 896825CharlotteNC282896825593482833Irrevocable TrustSCAnderson UniversityTrust$100,647-$782,0741Yes (true)
Stringer Foundation
1602 N BoulevardAndersonSC29621576022719Endowment TrustSCAnderson UniversityTrust$26,620-$210,5791Yes (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 OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1BB&T Bertha FortuneBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeSTransactionTypeTxt
Involved$74,714InvolvedAmt
Method Of Amount DeterminationBook valueMethodOfAmountDeterminationTxt