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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-11T17:32:42+00:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363990892 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capin Crouse LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1255 Lakes Parkway Suite 105 | AddressLine1Txt |
| City | Lawrenceville | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570324906 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anderson University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANDE | BusinessNameControlTxt |
| Phone | 8642312098 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 316 Boulevard | AddressLine1Txt |
| City | Anderson | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29621 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Evans P Whitaker | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8642312098 | PhoneNum |
| Signature | 2024-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kristie | PersonFirstNm |
| Person Last | Cole | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Daren Daiga | PreparerPersonNm |
| PTIN | P01074795 | PTIN |
| Phone | 5055022746 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Evans P Whitaker | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 316 Boulevard | AddressLine1Txt |
| City | Anderson | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29621 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $155,563,943 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.andersonuniversity.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1911 | FormationYr |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Activity Or Mission | Anderson University is an academic community affiliated with the SC Baptist Convention. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 1667 | TotalEmployeeCnt |
| Total Volunteers | 353 | TotalVolunteersCnt |
| Total Gross UBI | $73,338 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,729,134 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,365,777 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $112,800,267 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $120,973,018 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,561,484 | PYInvestmentIncomeAmt |
| CY Investment Income | $723,779 | CYInvestmentIncomeAmt |
| PY Other Revenue | $92,141 | PYOtherRevenueAmt |
| CY Other Revenue | $102,949 | CYOtherRevenueAmt |
| PY Total Revenue | $130,183,026 | PYTotalRevenueAmt |
| CY Total Revenue | $131,165,523 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $43,949,186 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $46,343,964 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $42,756,066 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $46,809,976 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $87,383 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $76,221 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,727,784 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $36,396,128 | PYOtherExpensesAmt |
| CY Other Expenses | $38,668,047 | CYOtherExpensesAmt |
| PY Total Expenses | $123,188,763 | PYTotalExpensesAmt |
| CY Total Expenses | $131,898,208 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,994,263 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$732,685 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $269,873,980 | TotalAssetsBOYAmt |
| Total Assets EOY | $267,973,189 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $105,877,237 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $104,666,463 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $163,996,743 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $163,306,726 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Anderson 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $102,377,103 | ExpenseAmt |
| Grant | $46,343,964 | GrantAmt |
| Revenue | $100,796,412 | RevenueAmt |
| Desc | The 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 Initiatives | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,454,202 | ExpenseAmt |
| Revenue | $18,982,178 | RevenueAmt |
| Desc | Auxiliary 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $83,180 | ExpenseAmt |
| Revenue | $1,194,428 | RevenueAmt |
| Desc | Other 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $116,914,485 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3992 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1667 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kristie Cole | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8642312468 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 316 Boulevard | AddressLine1Txt |
| City | Anderson | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29621 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Mr Kip Miller | ||||||||
| Secretary (part year), Vice Chair | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Mr Shawn McGee | ||||||||
| Secretary (part year), Trustee | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Mrs Mary Anne W Bunton | ||||||||
| Trustee, Chair | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Rev Ed Stewart | ||||||||
| Trustee, Secretary | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Anthony Jones | ||||||||
| Trustee (part year) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Benjamin Littlejohn | ||||||||
| Trustee (part year) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Dr Benjamin Smoak | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Dr Edward M Carney | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Dr Jack E Shaw | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Dr Margaret Wooten | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Dr Rudy Gray | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Hughlyn H Burgess | ||||||||
| Trustee (part year) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Mr Brian McKay | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Mr C Nakia Davis | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Mr D Rodney Back | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Mr Danny Walker | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Mr David Walker | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Mr Don Harper | ||||||||
| Trustee | 1.0 | Yes (X) | $2,200 | $0 | $0 | |||
| Mr George Wyatt | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Mr Gerald J Caskey | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Mr Joel Davis | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Mr Leonard L Brown Jr | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Mr Michael S Wilson | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Mrs Mickey Hyman | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Mrs Nancy Campbell | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Rev Alex D Henderson | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Rev Michaeal Bearden | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Rev Rod Elliott | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert Winburn | ||||||||
| Trustee (part year) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Roy Jeffcoat | ||||||||
| Trustee (part year) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| David Omar Rashed | ||||||||
| Sr VP Administration & Brand | 40.0 | Yes (X) | $201,781 | $0 | $49,791 | |||
| Dr Evans P Whitaker | ||||||||
| President | 60.0 | Yes (X) | $922,292 | $0 | $118,911 | |||
| James Wayne Landrith | ||||||||
| Sr VP Development/Pres. Affairs | 40.0 | Yes (X) | $200,101 | $0 | $41,471 | |||
| Kristie Cole | ||||||||
| VP Finance and CFO | 40.0 | Yes (X) | $170,706 | $0 | $29,745 | |||
| Reginald Gay | ||||||||
| VP and University Counsel | 40.0 | Yes (X) | $190,210 | $0 | $30,886 | |||
| Ryan Neal | ||||||||
| Provost | 40.0 | $173,931 | $0 | $50,562 | Yes (X) | |||
| Ben Deaton | ||||||||
| VP for the Office of TOLI | 40.0 | $150,358 | $0 | $12,402 | Yes (X) | |||
| Jim Fereira | ||||||||
| Sr VP Student Development | 40.0 | $137,573 | $0 | $87,580 | Yes (X) | |||
| Mark Butler | ||||||||
| Dean- College of Education | 40.0 | $135,657 | $0 | $22,085 | Yes (X) | |||
| Pamela Ross | ||||||||
| VP for Enrollment Management | 40.0 | $156,361 | $0 | $27,468 | Yes (X) | |||
| Steven Nail | ||||||||
| Dean-College of Business | 40.0 | $169,495 | $0 | $39,168 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,610,665 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $510,069 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 35 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Hogan Construction Group of South Carolina LLC | |||||
| 10703 Anderson Road | Easley | SC | 29642 | Construction | $5,743,970 |
| AVI Foodsystems Inc | |||||
| 2590 Elm Road North East | Warren | OH | 44483 | Dining Services | $5,008,342 |
| Trehel Corporation | |||||
| PO Box 6688 | Greenville | SC | 29606 | Construction | $3,962,070 |
| The Budd Group | |||||
| 2325 South Stratford Road | Winston Salem | NC | 27103 | Landscaping/Custodial | $2,663,964 |
| Workday Inc | |||||
| PO Box 396106 | San Francisco | CA | 94139 | IT Services | $1,145,947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 38 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $61,824 | FundraisingAmt |
| Related Organizations | $1,415,716 | RelatedOrganizationsAmt |
| Government Grants | $1,090,776 | GovernmentGrantsAmt |
| All Other Contributions | $6,797,461 | AllOtherContributionsAmt |
| Noncash Contributions | $108,885 | NoncashContributionsAmt |
| Total Contributions | $9,365,777 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Student Instruction | 611710 | $100,796,412 | $100,796,412 |
| Auxiliary Enterprises | 611710 | $18,982,178 | $18,982,178 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,194,428 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,194,428 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $120,973,018 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,019,087 | TotalRevenueColumnAmt |
| Exclusion | $2,019,087 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,830 | TotalRevenueColumnAmt |
| Exclusion | $12,830 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $67,896 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $40,945 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,951 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,951 | TotalRevenueColumnAmt |
| Exclusion | $26,951 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,018,213 | SecuritiesAmt |
| Other | $5,108 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,261,146 | SecuritiesAmt |
| Other | $57,483 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,242,933 | SecuritiesAmt |
| Other | -$52,375 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,295,308 | TotalRevenueColumnAmt |
| Exclusion | -$1,295,308 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $28,676 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $61,824 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $38,846 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$10,170 | TotalRevenueColumnAmt |
| Exclusion | -$10,170 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| Sponsorships | 541800 | $44,538 | $44,538 |
| Advertising | 511120 | $28,800 | $28,800 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $73,338 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $131,165,523 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $120,973,018 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $73,338 | UnrelatedBusinessRevenueAmt |
| Exclusion | $753,390 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,343,964 | TotalAmt |
| Program Services | $46,343,964 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,258,656 | TotalAmt |
| Program Services | $248,059 | ProgramServicesAmt |
| Management And General | $1,757,737 | ManagementAndGeneralAmt |
| Fundraising | $252,860 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,491 | TotalAmt |
| Program Services | $245,903 | ProgramServicesAmt |
| Fundraising | $49,588 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,210,075 | TotalAmt |
| Program Services | $31,737,720 | ProgramServicesAmt |
| Management And General | $2,863,198 | ManagementAndGeneralAmt |
| Fundraising | $609,157 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,417,397 | TotalAmt |
| Program Services | $2,079,604 | ProgramServicesAmt |
| Management And General | $297,860 | ManagementAndGeneralAmt |
| Fundraising | $39,933 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,345,034 | TotalAmt |
| Program Services | $3,549,330 | ProgramServicesAmt |
| Management And General | $720,808 | ManagementAndGeneralAmt |
| Fundraising | $74,896 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,283,323 | TotalAmt |
| Program Services | $1,988,692 | ProgramServicesAmt |
| Management And General | $243,379 | ManagementAndGeneralAmt |
| Fundraising | $51,252 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,574 | TotalAmt |
| Management And General | $125,574 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,273 | TotalAmt |
| Management And General | $101,273 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,221 | TotalAmt |
| Fundraising | $76,221 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,392 | TotalAmt |
| Management And General | $226,392 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,479,874 | TotalAmt |
| Program Services | $5,629,204 | ProgramServicesAmt |
| Management And General | $785,935 | ManagementAndGeneralAmt |
| Fundraising | $64,735 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,359,801 | TotalAmt |
| Program Services | $25,698 | ProgramServicesAmt |
| Management And General | $2,332,174 | ManagementAndGeneralAmt |
| Fundraising | $1,929 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,463,397 | TotalAmt |
| Program Services | $1,086,625 | ProgramServicesAmt |
| Management And General | $312,158 | ManagementAndGeneralAmt |
| Fundraising | $64,614 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,752,366 | TotalAmt |
| Program Services | $3,344,649 | ProgramServicesAmt |
| Management And General | $329,334 | ManagementAndGeneralAmt |
| Fundraising | $78,383 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,892,059 | TotalAmt |
| Program Services | $7,052,628 | ProgramServicesAmt |
| Management And General | $724,318 | ManagementAndGeneralAmt |
| Fundraising | $115,113 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,816,518 | TotalAmt |
| Program Services | $1,708,730 | ProgramServicesAmt |
| Management And General | $107,788 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,844,121 | TotalAmt |
| Program Services | $2,535,091 | ProgramServicesAmt |
| Management And General | $249,620 | ManagementAndGeneralAmt |
| Fundraising | $59,410 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,248,889 | TotalAmt |
| Program Services | $7,247,136 | ProgramServicesAmt |
| Management And General | $831,915 | ManagementAndGeneralAmt |
| Fundraising | $169,838 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,514 | TotalAmt |
| Program Services | $63,445 | ProgramServicesAmt |
| Management And General | $473,069 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bad Debt Expense | Desc |
| Total | $85,836 | TotalAmt |
| Management And General | $85,836 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,735,433 | TotalAmt |
| Program Services | $2,028,007 | ProgramServicesAmt |
| Management And General | $687,571 | ManagementAndGeneralAmt |
| Fundraising | $19,855 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,898,208 | TotalAmt |
| Program Services | $116,914,485 | ProgramServicesAmt |
| Management And General | $13,255,939 | ManagementAndGeneralAmt |
| Fundraising | $1,727,784 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,119,821 | BOYAmt |
| EOY | $6,425,741 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,880,761 | BOYAmt |
| EOY | $43,228,408 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,432,276 | BOYAmt |
| EOY | $7,054,323 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,284,907 | BOYAmt |
| EOY | $5,462,502 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $679,444 | BOYAmt |
| EOY | $817,868 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $205,332,166 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $61,499,559 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,003,945 | BOYAmt |
| EOY | $143,832,607 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,580,059 | BOYAmt |
| EOY | $36,727,454 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,196,140 | BOYAmt |
| EOY | $16,119,368 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,232,492 | BOYAmt |
| EOY | $381,934 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,464,135 | BOYAmt |
| EOY | $7,922,984 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,873,980 | BOYAmt |
| EOY | $267,973,189 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,969,463 | BOYAmt |
| EOY | $9,940,380 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,381,944 | BOYAmt |
| EOY | $4,767,164 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,306,901 | BOYAmt |
| EOY | $20,812,962 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,530 | BOYAmt |
| EOY | $346,862 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,402,404 | BOYAmt |
| EOY | $64,432,817 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,620,995 | BOYAmt |
| EOY | $4,366,278 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,877,237 | BOYAmt |
| EOY | $104,666,463 | 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 | $122,783,834 | BOYAmt |
| EOY | $119,078,610 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,212,909 | BOYAmt |
| EOY | $44,228,116 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,996,743 | BOYAmt |
| EOY | $163,306,726 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,873,980 | BOYAmt |
| EOY | $267,973,189 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$732,685 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $206,845 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$164,177 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,919,145 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,902,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,634,711 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,729,134 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,365,777 | CurrentTaxYearAmt |
| Total | $50,551,692 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,919,145 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,902,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,634,711 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,729,134 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,365,777 | CurrentTaxYearAmt |
| Total | $50,551,692 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $621,309 | SubstantialContributorsTotAmt |
| Public Support Total170 | $49,930,383 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,115,925 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,869,989 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,207,406 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,064,705 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,099,812 | CurrentTaxYearAmt |
| Total | $9,357,837 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $59,909,529 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $521,069,745 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.8334 | PublicSupportCY170Pct |
| Public Support PY170 | 0.8241 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II | FormAndLineReferenceDesc |
| Explanation | The 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
| 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) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 182.15 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (true) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 0.0 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $7,605 | ExpensesIncurredEnforcementAmt |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $500 | RevenuesIncludedAmt |
| Assets Included | $954,163 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,072,830 | BeginningYearBalanceAmt |
| Contributions | $958,992 | ContributionsAmt |
| Investment Earnings Or Losses | -$445,634 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $748,169 | GrantsOrScholarshipsAmt |
| Other Expenditures | $207,651 | OtherExpendituresAmt |
| End Year Balance | $25,630,368 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,272,734 | BeginningYearBalanceAmt |
| Contributions | $625,925 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,799,167 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,003,274 | GrantsOrScholarshipsAmt |
| Other Expenditures | $23,388 | OtherExpendituresAmt |
| End Year Balance | $26,072,830 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,508,871 | BeginningYearBalanceAmt |
| Contributions | $439,096 | ContributionsAmt |
| Investment Earnings Or Losses | $4,717,057 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $370,945 | GrantsOrScholarshipsAmt |
| Other Expenditures | $21,345 | OtherExpendituresAmt |
| End Year Balance | $28,272,734 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,549,972 | BeginningYearBalanceAmt |
| Contributions | $986,934 | ContributionsAmt |
| Investment Earnings Or Losses | $708,925 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $736,960 | GrantsOrScholarshipsAmt |
| End Year Balance | $23,508,871 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,932,350 | BeginningYearBalanceAmt |
| Contributions | $437,374 | ContributionsAmt |
| Investment Earnings Or Losses | -$170,381 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $649,371 | GrantsOrScholarshipsAmt |
| End Year Balance | $22,549,972 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0192 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.9808 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $69,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $11,101,062 | OtherCostOrOtherBasisAmt |
| Book Value | $11,170,062 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $147,055,536 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,264,600 | DepreciationAmt |
| Book Value | $99,790,936 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,034,728 | OtherCostOrOtherBasisAmt |
| Depreciation | $600,254 | DepreciationAmt |
| Book Value | $434,474 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,502,492 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,634,705 | DepreciationAmt |
| Book Value | $7,867,787 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,569,348 | OtherCostOrOtherBasisAmt |
| Book Value | $24,569,348 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $143,832,607 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Alternative investments | $887,092 | F |
| Corporate/government bonds | $1,003,183 | F |
| Short-term income fund | $14,229,093 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $16,119,368 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,366,278 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part II, Line 9 Conservation easements financial reporting | A balance sheet account tracks changes in the conservation. |
| Schedule D, Part III, Line 4 Collections of art - description of collections | Capitalized 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 agreement | Funds held for student groups, clubs, and activities. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | The intended use of the organization's endowment is primarily scholarships with a few teaching chairs and library. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | The 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 GOVERNMENT | Anderson 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)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $887,092 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | $7,869 | Professional Development, Student Relations, Airfare/Travel |
| Central America and the Caribbean | 0 | 0 | Program Services | $2,932 | Professional Development, Airfare/Travel |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $897,893 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $897,893 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| Shift Marketing | ||||||||
| 1737 Union Street Suite 203 | Schenectaday | NY | 12309 | Fundraising consultant | false | $0 | $7,470 | -$7,470 |
| Allegiance Fundraising | ||||||||
| PO Box 9132 | Fargo | ND | 58106 | Fundraising consultant and mailings | false | $0 | $63,148 | -$63,148 |
| Mongoose Research | ||||||||
| 6506 East Quaker Street Suite 202 | Orchard Park | NY | 14127 | Texting Contractor | false | $0 | $5,603 | -$5,603 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $76,221 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$76,221 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | VIP Golf Tournament 2022 | Event1Nm |
| Gross Receipts Event1 | $60,500 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $39,887 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $20,613 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $6,000 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $1,514 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $5,419 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $7,680 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,733 | OtherDirectExpensesEvent1Amt |
| Event2 | President's Gala | Event2Nm |
| Gross Receipts Event2 | $30,000 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $21,937 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $8,063 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $2,483 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $8,063 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $3,954 | OtherDirectExpensesEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $90,500 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $61,824 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $28,676 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $6,000 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $1,514 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,483 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $13,482 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,680 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,687 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $38,846 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$10,170 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part I, Line 2b(iv) | FormAndLineReferenceDesc |
| Explanation | The professional fundraising services were consulting in nature. No gross receipts were directly generated from the services provided. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 3087 | RecipientCnt |
| Cash Grant | $46,343,964 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | The 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | As 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 fees | Dues 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 services | The 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 plan | Anderson 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 payments | The board approved nonfixed payments made in the form discretionary bonuses. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| South Carolina Jobs-Economic Development Authority | ||||||||
| A | 576000286 | 000000000 | 2014-12-04 | $20,406,000 | Construct facilities/dorms. Refund 8/26/04, 2/1/12, 5/19/12 bonds | false | false | false |
| South Carolina Jobs-Economic Development Authority | ||||||||
| B | 570960018 | 000000000 | 2015-03-03 | $11,800,000 | Construct student center | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $8,721,000 | $20,406,000 | $7,953,544 | $12,452,456 | 2015 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $2,334,000 | $11,800,000 | $11,688,500 | $111,500 | 2016 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) | |
| B | false | false | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TD Bank | ||||||||||||
| A | false | false | false | Yes (true) | Yes (true) | Yes (true) | 11.0 | Yes (true) | false | false | false | Yes (true) |
| (no name) | ||||||||||||
| B | false | false | false | Yes (true) | Yes (true) | false | false | false | Yes (true) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part IV, Line 2c COLUMN A | Issuer 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 B | Issuer 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 GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|
| $78,875 | Institutional aid | Education |
| $30,700 | Merit based assitance | Education |
| $4,500 | Need based assistance | Education |
| $38,912 | Federal UnSub (Not-need based) | Education |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Cynthia Whitaker | |||
| Family member of Dr. Evans P. Whitaker, President | $94,172 | Compensation and benefits | false |
| Tonya Landrith | |||
| Family member of Wayne Landrith, Sr VP Development/Pres. Affairs | $43,027 | Compensation and benefits | false |
| Sheryl Rashed | |||
| Family member of Omar Rashed, Sr VP Administration & Brand | $12,459 | Compensation | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - Appraisal | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $21,140 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling cost | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Prizes/supplies/food | 49 | $49,789 | Cost |
| Yes (X) | Equipment | 6 | $32,182 | Cost |
| Yes (X) | Miscellaneous items | 3 | $5,274 | Cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 40 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions | The 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 contributions | Art - 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | The 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 persons | David Walker, Trustee, and Danny Walker, Trustee - Family relationship |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | The 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 stockholders | Certain 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 body | The 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 policy | Conflict 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 official | The 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 employees | Annual 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 public | Anderson 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 Revenue | Other 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 balances | Change in value of split interest agreements - -164177; |
| Schedule F, Part IV, Line 1 | The 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 3 | The 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 4 | The 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| South Carolina Baptist Convention | ||||||||||
| 190 Stoneridge Drive | Columbia | SC | 29210 | 570360087 | Convention of churches | SC | 501(c)(3) | 1 | NA | false |
| The Baptist Foundation of South Carolina | ||||||||||
| 190 Stoneridge Drive | Columbia | SC | 29210 | 570348054 | Institution of SCBC designated for the management of trust funds | SC | 501(c)(3) | 1 | South Carolina Baptist Convention | false |
| The Anderson Education Innovation and Research Foundation | ||||||||||
| 316 Boulevard | Anderson | SC | 29621 | Support higher education institutions in South Carolina | SC | 501(c)(3) | Type I | Anderson University | Yes (true) | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Baptist Foundation- Anderson University Endowment 10154000 | ||||||||||||
| 190 Stoneridge Drive | Columbia | SC | 292108329 | 570348054 | Endowment Trust | SC | Anderson University | Trust | $0 | -$200,548 | 1 | Yes (true) |
| Baptist Foundation- Francis Marion Warden Scholarship Trust | ||||||||||||
| 19 Stoneridge Drive | Columbia | SC | 292108339 | 570348054 | Endowment Trust | SC | Anderson University | Trust | $0 | -$31,763 | 1 | Yes (true) |
| Baptist Foundation- CH Branyon Endowment | ||||||||||||
| 190 Stoneridge Drive | Columbia | SC | 292108339 | 570348054 | Net Income Endowment Trust | SC | Anderson University | Trust | $0 | -$76,835 | 1 | Yes (true) |
| Baptist Foundation- Lucille Talmadge Gaines Scholarship Fund | ||||||||||||
| 190 Stoneridge Drive | Columbia | SC | 292108339 | 570348054 | Endowment Trust | SC | Anderson University | Trust | $0 | -$132,410 | 1 | Yes (true) |
| Baptist Foundation- Olin D Johnston Trust | ||||||||||||
| 190 Stoneridge Drive | Columbia | SC | 292108339 | 570348054 | Endowment Trust | SC | Anderson University | Trust | $0 | -$275,943 | 1 | Yes (true) |
| Baptist Foundation-Cliff and Barbara Satterwhite Scholarship Fund | ||||||||||||
| 190 Stoneridge Drive | Columbia | SC | 292108339 | 570348054 | Endowment Trust | SC | Anderson University | Trust | $0 | -$30,526 | 1 | Yes (true) |
| Baptist Foundation-Charles T Edmonds Endowment | ||||||||||||
| 190 Stoneridge Drive | Columbia | SC | 292108339 | 570348054 | Endowment Trust | SC | Anderson University | Trust | $0 | -$256,946 | 1 | Yes (true) |
| Charitable Remainder Unitrust | ||||||||||||
| 190 Stoneridge Drive | Columbia | SC | 292108239 | Charitable Remainder Unitrust | SC | NA | Trust | Yes (true) | ||||
| Baptist Foundation-PL McCall Sr & Belle W McCall Endowment | ||||||||||||
| 190 Stoneridge Drive | Columbia | SC | 292108339 | 570348054 | Endowment Trust | SC | Anderson University | Trust | $0 | -$142,165 | 1 | Yes (true) |
| BB&T Bertha Fortune | ||||||||||||
| PO Box 896825 | Charlotte | NC | 282896825 | 593482833 | Irrevocable Trust | SC | Anderson University | Trust | $100,647 | -$782,074 | 1 | Yes (true) |
| Stringer Foundation | ||||||||||||
| 1602 N Boulevard | Anderson | SC | 29621 | 576022719 | Endowment Trust | SC | Anderson University | Trust | $26,620 | -$210,579 | 1 | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BB&T Bertha Fortune | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $74,714 | InvolvedAmt |
| Method Of Amount Determination | Book value | MethodOfAmountDeterminationTxt |