SHENANDOAH UNIVERSITY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SHENANDOAH UNIVERSITY (EIN 54-0525605)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202401369349309475
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T13:10:43-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541149263 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNT HYDE & BARBOUR PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2560 | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 226041760 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540525605 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHENANDOAH UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEN | BusinessNameControlTxt |
| Phone | 5406654500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1460 UNIVERSITY DRIVE | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY FITZSIMMONS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5406654500 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TRACY | PersonFirstNm |
| Person Last | FITZSIMMONS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS FRYE CPA | PreparerPersonNm |
| PTIN | P01068721 | PTIN |
| Phone | 5406623417 | PhoneNum |
| Preparation | 2024-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TRACY FITZSIMMONS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1460 UNIVERSITY DRIVE | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $175,694,675 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1875 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | SHENANDOAH UNIVERSITY EDUCATES AND INSPIRES INDIVIDUALS TO BE CRITICAL, REFLECTIVE THINKERS; LIFELONG LEARNERS, AND ETHICAL, COMPASSIONATE CITIZENS WHO ARE COMMITTED TO MAKING RESPONSIBLE CONTRIBUTIONS WITHIN A COMMUNITY, A NATION AND THE WORLD. A SHENANDOAH UNIVERSITY EDUCATION INCORPORATES SCHOLARSHIP, EXPERIENTIAL LEARNING AND SOPHISTICATED TECHNOLOGIES AS WELL AS PRACTICAL WISDOM. THE UNIVERSITY PROVIDES STUDENTS WITH THE ACADEMIC CONTENT AND ANALYTICAL SKILLS THEY WILL NEED TO LAUNCH SUCCESSFUL CAREERS, AND HARNESS TECHNOLOGIES THAT WILL ENABLE THEM TO CREATE NEW IDEAS, PRODUCTS AND SERVICES THAT IMPACT A GLOBAL SOCIETY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 2830 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $82,405 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,681,133 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,413,112 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $127,577,554 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $131,050,418 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,317,737 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,700,117 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $144,576,424 | PYTotalRevenueAmt |
| CY Total Revenue | $149,163,647 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $29,406,222 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $31,135,866 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $63,746,662 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $67,113,156 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,635,447 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $44,347,664 | PYOtherExpensesAmt |
| CY Other Expenses | $45,974,313 | CYOtherExpensesAmt |
| PY Total Expenses | $137,500,548 | PYTotalExpensesAmt |
| CY Total Expenses | $144,223,335 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,075,876 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,940,312 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $281,737,506 | TotalAssetsBOYAmt |
| Total Assets EOY | $298,681,973 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $104,528,797 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $109,042,737 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $177,208,709 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $189,639,236 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SHENANDOAH UNIVERSITY EDUCATES AND INSPIRES INDIVIDUALS TO BE CRITICAL, REFLECTIVE THINKERS; LIFELONG LEARNERS, AND ETHICAL, COMPASSIONATE CITIZENS WHO ARE COMMITTED TO MAKING RESPONSIBLE CONTRIBUTIONS WITHIN A COMMUNITY, A NATION AND THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $89,100,860 | ExpenseAmt |
| Grant | $31,135,866 | GrantAmt |
| Revenue | $114,663,200 | RevenueAmt |
| Desc | DURING THE FISCAL YEAR 2022-2023, SHENANDOAH UNIVERSITY SAW ENROLLMENT REMAIN STEADY, WITH 4,260 STUDENTS ENROLLED IN FALL 2022. SHENANDOAH CONTINUED TO EXPAND ITS LIST OF OVER 200 ACADEMIC OFFERINGS AT THE UNDERGRADUATE AND GRADUATE LEVELS, ADDING BACHELOR'S DEGREES IN CONTEMPORARY MUSICIANSHIP AND ENTREPRENEURSHIP, ENVIRONMENTAL AND SUSTAINABILITY STUDIES AND CONSERVATION SCIENCE AND MANAGEMENT; AN EDUCATION SPECIALIST (ED.S.) DEGREE; A MASTER OF SCIENCE IN APPLIED CYBERSECURITY; A DIGITAL MARKETING CONCENTRATION IN ITS MBA PROGRAM; AND GRADUATE CERTIFICATES IN ESPORTS HEALTH & FITNESS AND ESPORTS MEDICINE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,230,073 | ExpenseAmt |
| Revenue | $1,063,312 | RevenueAmt |
| Desc | STUDENT SERVICES INCLUDES ADMISSIONS, REGISTRAR, STUDENT AFFAIRS, STUDENT ORGANIZATIONS, AND ATHLETIC PROGRAMS. DURING FISCAL YEAR 2022-2023, SHENANDOAH UNIVERSITY HAD OVER 80 RECOGNIZED STUDENT CLUBS AND ORGANIZATIONS. SHENANDOAH UNIVERSITY SPONSORED 22 INTERCOLLEGIATE TEAMS (11 FOR WOMEN AND 11 FOR MEN) WITH A TOTAL STUDENT-ATHLETE INVOLVEMENT OF MORE THAN 500. INTERCOLLEGIATE ATHLETICS ARE AN INTEGRAL ASPECT OF STUDENT LIFE ON THE SHENANDOAH UNIVERSITY CAMPUS, WITH THE MAJORITY OF STUDENTS INVOLVED EITHER AS PARTICIPANTS OR SPECTATORS. SEVERAL SU SPORTS TEAMS EARNED NATIONAL RANKINGS AND CONTENDED FOR OLD DOMINION ATHLETIC CONFERENCE TITLES IN THEIR RESPECTIVE SPORTS, AND STUDENT-ATHLETES EXCELLED AT THE CONFERENCE, REGIONAL AND NATIONAL LEVELS.SHENANDOAH'S HEALTH PROFESSIONS BUILDING, LOCATED OFF MAIN CAMPUS AT THE WINCHESTER MEDICAL CENTER CAMPUS, SERVES AS THE HOME OF THE SCHOOL OF PHARMACY, AND SU'S NATIONALLY RANKED PHYSICIAN ASSISTANT STUDIES PROGRAM AS WELL AS THE OCCUPATIONAL THERAPY AND PHYSICAL THERAPY PROGRAMS IN THE SCHOOL OF HEALTH PROFESSIONS. SU'S LOUDOUN LOCATION SERVES STUDENTS IN THE MBA, EDUCATION AND LEADERSHIP, NURSING, OCCUPATIONAL THERAPY, PHYSICAL THERAPY AND PHYSICIAN ASSISTANT STUDIES PROGRAMS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,777,145 | ExpenseAmt |
| Revenue | $13,024,121 | RevenueAmt |
| Desc | AUXILIARY SERVICES INCLUDES THE UNIVERSITY'S RESIDENCE HALLS, BOOKSTORE, AND CHILD CARE FACILITIES. DURING FISCAL YEAR 2022-2023, SHENANDOAH SET A NEW ALL-TIME HIGH WITH APPROXIMATELY 1,200 STUDENTS RESIDING IN ITS 11 RESIDENCE HALLS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,051,535 | ExpenseAmt |
| Revenue | $2,217,380 | RevenueAmt |
| Desc | SHENANDOAH UNIVERSITY'S OTHER PROGRAM SERVICES NOT DETAILED IN PART III INCLUDE THE MAINTENANCE OF SHENANDOAH UNIVERSITY'S CAMPUSES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $10,051,535 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $2,217,380 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $126,159,613 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5362 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2830 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY FITZSIMMONS PRESIDENT | PersonNm |
| Phone | 5406654505 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1460 UNIVERSITY DRIVE | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (53 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 |
|---|---|---|---|---|---|---|---|---|
| W MICHAEL PERRY | ||||||||
| CHAIR | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES U IMOH | ||||||||
| VICE CHAIR | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LAUREN PETERSON | ||||||||
| SECRETARY | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HARRY S SMITH | ||||||||
| TREASURER | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WALTER H AIKENS | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID B BAXA | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR J GREGORY BENNETT | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN CARROLL | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TERESA A CLUSS | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR KYLE FELDMAN | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN FREDERICKSON | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT J FROGALE | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY BRUCE H GLAIZE | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THE REV DR VICTOR GOMEZ | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRED P HELM | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JESSIE HOOKER-BAILEY | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE E HUNTER | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANE S KEARNS | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNE P LEWIS | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARJORIE S LEWIS | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KEITH A MAY | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SPENCER MCANDREWS | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT F MILLER | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| J RANDALL MINCHEW | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR M YAQUB MIRZA | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK J OHRSTROM | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBRA S ORBACZ | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BIPIN B PATEL | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CECIL PRUITT JR | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY FARLAND SHOCKEY | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN D STOKELY JR | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES A STUTZMAN JR | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THE REV DR STEVE SUMMERS | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES A VEATCH | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES R WILKINS JR | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HEATHER H WILSON | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GERALD F SMITH JR | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES R WILKINS III | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TRACY FITZSIMMONS | ||||||||
| PRESIDENT AND REGISTERED AGENT | 40.00 | Yes (X) | $386,902 | $0 | $44,341 | |||
| MITCHELL L MOORE | ||||||||
| SENIOR VP AND VP FOR ADVANCEMENT | 40.00 | Yes (X) | $215,107 | $0 | $28,771 | |||
| PHILIP EVANS | ||||||||
| VP FOR ADMIN. & GENERAL COUNSEL | 40.00 | Yes (X) | $190,269 | $0 | $19,009 | |||
| YOLANDA BARBIER GIBSON | ||||||||
| VP FOR STUDENT AFFAIRS | 40.00 | Yes (X) | $173,957 | $0 | $28,423 | |||
| CAMERON MCCOY | ||||||||
| PROVOST | 40.00 | Yes (X) | $207,614 | $0 | $10,591 | |||
| SCOTT SPRIGGS | ||||||||
| VP FOR RECRUITMENT AND CHIEF CREATIVE OFFICER | 40.00 | Yes (X) | $142,071 | $0 | $22,634 | |||
| COURTNEY JARRETT | ||||||||
| VP FOR FINANCE AND CFO | 40.00 | Yes (X) | $152,652 | $0 | $33,437 | |||
| MICHAEL STEPNIAK | ||||||||
| DEAN-CONSERVATORY | 40.00 | $164,588 | $0 | $18,406 | Yes (X) | |||
| ASTRID SHEIL | ||||||||
| DEAN-SCHOOL OF BUSINESS | 40.00 | $190,046 | $0 | $19,185 | Yes (X) | |||
| ARTHUR HARRALSON | ||||||||
| ASSOC DEAN OF RESEARCH-PHARMACY | 40.00 | $180,117 | $0 | $35,882 | Yes (X) | |||
| JOHN O'CONOR | ||||||||
| PROFESSOR KEYBOARD DIVISION | 40.00 | $165,308 | $0 | $25,546 | Yes (X) | |||
| YVONNE CHEN | ||||||||
| ASSOC DEAN FOR GLOBAL INITIATIVES SCHOOL OF BUS. | 40.00 | $149,023 | $0 | $7,548 | Yes (X) | |||
| TIMOTHY BLOOM | ||||||||
| PROFESSOR BIOPHARMACEUTICAL SCIENCES | 40.00 | $157,374 | $0 | $25,608 | Yes (X) | |||
| ROBERT KIDD | ||||||||
| DEAN OF PHARMACY | 40.00 | $176,852 | $0 | $35,083 | Yes (X) | |||
| JEFFREY COKER | ||||||||
| DEAN OF ARTS AND SCIENCE | 40.00 | $144,979 | $0 | $35,482 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,796,859 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $389,946 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 90 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXO CAMPUS SERVICES | |||||
| PO BOX 360170 | PITTSBURGH | PA | 15251 | FOOD SERVICES | $4,610,494 |
| CLARK COMPANIES | |||||
| PO BOX 427 | DELHI | NY | 13753 | CONSTRUCTION | $3,655,155 |
| RIDDLEBERGER BROTHERS INC | |||||
| PO BOX 27 | MOUNT CRAWFORD | VA | 22841 | CONSTRUCTION | $976,433 |
| HOWARD SHOCKEY & SONS INC | |||||
| PO BOX 2530 | WINCHESTER | VA | 22604 | CONSTRUCTION | $729,970 |
| ELLUCIAN COMPANY LP | |||||
| 62578 COLLECTIONS CTR DR | CHICAGO | IL | 60693 | SOFTWARE | $697,414 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 28 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,298,558 | GovernmentGrantsAmt |
| All Other Contributions | $13,114,554 | AllOtherContributionsAmt |
| Noncash Contributions | $5,205,964 | NoncashContributionsAmt |
| Total Contributions | $14,413,112 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 611310 | $114,663,200 | $114,663,200 | |
| AUXILIARY SERVICES | 611310 | $13,106,526 | $13,024,121 | $82,405 |
| UNIVERSITY CAMPUSES | 611310 | $2,217,380 | $2,217,380 | |
| TICKET SALES | 611310 | $884,649 | $884,649 | |
| STUDENT SERVICE COMMISSIONS | 611310 | $178,663 | $178,663 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $131,050,418 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,495,195 | TotalRevenueColumnAmt |
| Exclusion | $1,495,195 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,451,646 | SecuritiesAmt |
| Other | $284,304 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,451,285 | SecuritiesAmt |
| Other | $1,079,743 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,000,361 | SecuritiesAmt |
| Other | -$795,439 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,204,922 | TotalRevenueColumnAmt |
| Exclusion | $2,204,922 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $149,163,647 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $130,968,013 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $82,405 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,700,117 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,135,866 | TotalAmt |
| Program Services | $31,135,866 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,374,690 | TotalAmt |
| Program Services | $1,202,777 | ProgramServicesAmt |
| Management And General | $761,570 | ManagementAndGeneralAmt |
| Fundraising | $410,343 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,441,335 | TotalAmt |
| Program Services | $45,444,651 | ProgramServicesAmt |
| Management And General | $6,124,575 | ManagementAndGeneralAmt |
| Fundraising | $872,109 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,371,153 | TotalAmt |
| Program Services | $1,882,097 | ProgramServicesAmt |
| Management And General | $461,366 | ManagementAndGeneralAmt |
| Fundraising | $27,690 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,381,450 | TotalAmt |
| Program Services | $5,217,732 | ProgramServicesAmt |
| Management And General | $1,047,040 | ManagementAndGeneralAmt |
| Fundraising | $116,678 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,544,528 | TotalAmt |
| Program Services | $2,995,821 | ProgramServicesAmt |
| Management And General | $462,681 | ManagementAndGeneralAmt |
| Fundraising | $86,026 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,435 | TotalAmt |
| Management And General | $146,435 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,119 | TotalAmt |
| Management And General | $93,119 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,054 | TotalAmt |
| Management And General | $4,054 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,571 | TotalAmt |
| Program Services | $101,614 | ProgramServicesAmt |
| Management And General | $259,457 | ManagementAndGeneralAmt |
| Fundraising | $5,500 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,120,573 | TotalAmt |
| Program Services | $2,708,678 | ProgramServicesAmt |
| Management And General | $397,659 | ManagementAndGeneralAmt |
| Fundraising | $14,236 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,447,224 | TotalAmt |
| Program Services | $7,778,351 | ProgramServicesAmt |
| Management And General | $666,829 | ManagementAndGeneralAmt |
| Fundraising | $2,044 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,379,331 | TotalAmt |
| Program Services | $3,244,072 | ProgramServicesAmt |
| Management And General | $125,955 | ManagementAndGeneralAmt |
| Fundraising | $9,304 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,815,975 | TotalAmt |
| Program Services | $2,712,723 | ProgramServicesAmt |
| Management And General | $103,252 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,000,549 | TotalAmt |
| Program Services | $8,161,582 | ProgramServicesAmt |
| Management And General | $838,967 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,138,313 | TotalAmt |
| Program Services | $399,405 | ProgramServicesAmt |
| Management And General | $738,908 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEALS/ROOM CHARGE | $5,050,850 | $4,895,325 | $136,184 | $19,341 |
| CONTRACT SERVICES | $4,112,291 | $3,545,382 | $565,654 | $1,255 |
| SOFTWARE AND TECHNOLOGY | $2,830,672 | $1,549,868 | $1,280,804 | |
| DUPLICATING, PRINTING, | $1,592,276 | $1,467,234 | $95,231 | $29,811 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,876,080 | TotalAmt |
| Program Services | $1,716,435 | ProgramServicesAmt |
| Management And General | $2,118,535 | ManagementAndGeneralAmt |
| Fundraising | $41,110 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,223,335 | TotalAmt |
| Program Services | $126,159,613 | ProgramServicesAmt |
| Management And General | $16,428,275 | ManagementAndGeneralAmt |
| Fundraising | $1,635,447 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,550 | BOYAmt |
| EOY | $3,450 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,632,924 | BOYAmt |
| EOY | $13,107,174 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,844,233 | BOYAmt |
| EOY | $5,158,554 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,913,614 | BOYAmt |
| EOY | $2,437,192 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,812,929 | BOYAmt |
| EOY | $2,060,167 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,253,986 | BOYAmt |
| EOY | $2,715,661 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $288,824,568 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $111,310,472 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,788,706 | BOYAmt |
| EOY | $177,514,096 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,649,277 | BOYAmt |
| EOY | $63,745,331 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,707,782 | BOYAmt |
| EOY | $12,475,371 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,735,763 | BOYAmt |
| EOY | $2,761,556 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,393,742 | BOYAmt |
| EOY | $16,703,421 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,737,506 | BOYAmt |
| EOY | $298,681,973 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,154,060 | BOYAmt |
| EOY | $6,951,134 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,563,139 | BOYAmt |
| EOY | $1,991,424 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,175,645 | BOYAmt |
| EOY | $5,603,527 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,171,371 | BOYAmt |
| EOY | $83,898,034 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,102,062 | BOYAmt |
| EOY | $3,946,269 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,362,520 | BOYAmt |
| EOY | $6,652,349 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,528,797 | BOYAmt |
| EOY | $109,042,737 | 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 | $110,836,906 | BOYAmt |
| EOY | $114,721,579 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,371,803 | BOYAmt |
| EOY | $74,917,657 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,208,709 | BOYAmt |
| EOY | $189,639,236 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,737,506 | BOYAmt |
| EOY | $298,681,973 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,940,312 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,615,614 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,874,601 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,868,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,777,962 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,387,221 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,793,776 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,052,644 | CurrentTaxYearAmt |
| Total | $43,880,180 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,868,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,777,962 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,387,221 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,793,776 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,052,644 | CurrentTaxYearAmt |
| Total | $43,880,180 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,798,727 | SubstantialContributorsTotAmt |
| Public Support Total170 | $33,081,453 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,932,918 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,574,451 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,329,622 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,022,010 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,495,195 | CurrentTaxYearAmt |
| Total | $7,354,196 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$22,426 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$60,397 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,300 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$60,307 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$57,307 | CurrentTaxYearAmt |
| Total | -$199,137 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,138 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,372 | CurrentTaxYearMinus3YearsAmt |
| Total | $91,510 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $51,126,749 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $130,968,013 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65930 | 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, LINE 10 | FormAndLineReferenceDesc |
| Explanation | IN PAST YEARS, THERE WAS INCOME FROM FUNDRAISING EVENTS. IN THE CURRENT RERPORTING YEAR, NONE OF INDIVIDUAL FUNDRAISING EVENTS MET THE MINIMUM GROSS INCOME REPORTING THRESHOLD. | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $4,054 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $4,054 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINE 1 | FormAndLineReferenceDesc |
| Explanation | SHENANDOAH UNIVERSITY IS A DUES PAYING MEMBER OF THE COUNCIL OF INDEPENDENT COLLEGES IN VIRGINIA. THE COUNCIL OF INDEPENDENT COLLEGES IN VIRGINIA OPERATES AS A NONPROFIT, 501(C)(6) ORGANIZATION REPRESENTING 28 ACCREDITED NONPROFIT INDEPENDENT COLLEGES AND UNIVERSITIES IN VIRGINIA. THEY WORK COLLABORATIVELY IN THE AREAS OF PUBLIC POLICY, COST CONTAINMENT, AND PROFESSIONAL DEVELOPMENT AS WELL AS PROVIDING SUPPORT TO MEMBER INSTITUTIONS AND THEIR STUDENTS IN THE AREAS OF GOVERNMENT RELATIONS, COLLABORATION, RESEARCH, AND PUBLIC RELATIONS. IN THE COURSE OF THEIR ACTIVITIES FOR THIS YEAR, THEY CALCULATED THE ACTUAL PERCENTAGE OF MEMBERSHIP DUES THAT WAS USED FOR LOBBYING WAS 9.5%. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $506,534 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,885,957 | BeginningYearBalanceAmt |
| Contributions | $1,061,261 | ContributionsAmt |
| Investment Earnings Or Losses | $7,588,010 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,338,630 | GrantsOrScholarshipsAmt |
| Other Expenditures | $942,976 | OtherExpendituresAmt |
| Administrative Expenses | $441,235 | AdministrativeExpensesAmt |
| End Year Balance | $77,812,387 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $83,798,963 | BeginningYearBalanceAmt |
| Contributions | $1,611,341 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,860,758 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,950,458 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,184,641 | OtherExpendituresAmt |
| Administrative Expenses | $528,490 | AdministrativeExpensesAmt |
| End Year Balance | $71,885,957 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,448,014 | BeginningYearBalanceAmt |
| Contributions | $3,569,044 | ContributionsAmt |
| Investment Earnings Or Losses | $15,114,439 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,615,320 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,488,392 | OtherExpendituresAmt |
| Administrative Expenses | $228,822 | AdministrativeExpensesAmt |
| End Year Balance | $83,798,963 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,133,756 | BeginningYearBalanceAmt |
| Contributions | $918,502 | ContributionsAmt |
| Investment Earnings Or Losses | $2,599,734 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,543,674 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,452,270 | OtherExpendituresAmt |
| Administrative Expenses | $208,034 | AdministrativeExpensesAmt |
| End Year Balance | $68,448,014 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,182,279 | BeginningYearBalanceAmt |
| Contributions | $2,588,297 | ContributionsAmt |
| Investment Earnings Or Losses | $2,825,448 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,656,896 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,626,793 | OtherExpendituresAmt |
| Administrative Expenses | $178,581 | AdministrativeExpensesAmt |
| End Year Balance | $68,133,754 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.16000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.42000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.42000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $3,535,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $12,481,505 | OtherCostOrOtherBasisAmt |
| Book Value | $16,016,505 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $209,704,628 | OtherCostOrOtherBasisAmt |
| Depreciation | $64,836,755 | DepreciationAmt |
| Book Value | $144,867,873 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,173,601 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,446,715 | DepreciationAmt |
| Book Value | $1,726,886 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,327,679 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,375,599 | DepreciationAmt |
| Book Value | $1,952,080 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,602,155 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,651,403 | DepreciationAmt |
| Book Value | $12,950,752 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $177,514,096 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ASSET UNDER INTEREST RATE SWAP AGREEMENTS | $4,312,178 |
| RIGHT-OF-USE ASSETS, OPERATING | $5,451,558 |
| RIGHT-OF-USE ASSETS, FINANCING | $5,866,609 |
| TIAA PLAN 457B | $676,913 |
| EMERITI TRUST | $153,547 |
| CSV LIFE INSURANCE | $242,616 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $16,703,421 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BENEFICIAL TRUSTS | $161,579 |
| LEASE LIABILITIES - OPERATING | $6,490,770 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,652,349 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $126,313,435 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,615,614 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$27,465,826 | OtherRevenueAmt |
| Revenue Not Reported | -$22,850,212 | RevenueNotReportedAmt |
| Revenue Subtotal | $149,163,647 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $149,163,647 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $113,882,908 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $795,439 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $795,439 | ExpensesNotReportedAmt |
| Expenses Subtotal | $113,087,469 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $31,135,866 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $31,135,866 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $144,223,335 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE COLLECTIONS OF SHENANDOAH UNIVERSITY INCLUDE PAINTINGS, DRAWINGS, PRINTS, PHOTOGRAPHS, SCULPTURES, HISTORICAL ITEMS AND DECORATIVE ARTS. THESE ITEMS ARE ON DISPLAY THROUGHOUT THE UNIVERSITY FOR PUBLIC EXHIBITION. |
| PART V, LINE 4: | THE UNIVERSITY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR THE ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE UNIVERSITY MUST HOLD IN PERPETUITY FOR A DONOR-SPECIFIED PERIOD(S) AS WELL AS BOARD-DESIGNATED FUNDS. THE OBJECTIVE OF THE ENDOWMENT PORTFOLIO OF THE UNIVERSITY IS TO ACHIEVE MAXIMUM TOTAL RETURN CONSISTENT WITH ASSUMING A REASONABLE DEGREE OF RISK. |
| PART X, LINE 2: | THE FINANCIAL ACCOUNTING STANDARDS BOARD ISSUED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED THE UNIVERSITY'S TAX POSITIONS AND CONCLUDED THAT THE UNIVERSITY HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISION OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE UNIVERSITY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE US FEREDAL, STATE OR LOCAL TAX AUTHORITIES FOR TAX YEARS BEFORE 2020. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SCHOLARSHIPS ALLOWANCE -31,135,866. UNREALIZED GAIN ON SWAP AGREEMENTS 2,874,601. LOSS ON DISPOSAL OF ASSETS 795,439. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF ASSETS 795,439. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP ALLOWANCE 31,135,866. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | SHENANDOAH UNIVERSITY INCLUDES A RACIALLY NONDISCRIMINATORY POLICY WITH ALL OF ITS BROCHURES AND PUBLICATIONS AND ALSO PUBLISHES ON ITS SCHOOL WEBSITE AS WELL AS A LOCAL NEWSPAPER. |
| SCHEDULE E, PART I, LINE 6 | SHENANDOAH UNIVERSITY RECIEVED CONTRIBUTIONS FROM VARIOUS GOVERNMENT AGENCIES IN THE AMOUNT OF $1,298,558 AS INDICATED ON THE FORM 990, PART VIII, LINE 1E. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL TRAVEL | $25,000 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL TRAVEL | $369,000 |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL TRAVEL | $51,000 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL TRAVEL | $20,000 |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL TRAVEL | $175,000 |
| EAST ASIA & THE PACIFIC | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL TRAVEL | $73,000 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL TRAVEL | $48,000 |
| 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 | $761,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $761,000 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| ACADEMIC SCHOLARSHIPS | 2930 | $22,432,522 | BASED ON ACADEMIC ACHIEVEMENT | N/A |
| UNDERGRADUATE AND GRADUATE NEED-BASED SCHOLARSHIPS | 1193 | $4,379,638 | DETERMINATION BASED ON FINANCIAL NEED | N/A |
| GRADUATE AND UNDERGRADUATE | 220 | $2,624,477 | BASED ON CRITERIA OF DEFINED SCHOLARSHIP | N/A |
| GRADUATE FELLOWSHIPS | 389 | $1,357,004 | ENROLLMENT IN AN ELIGIBLE GRADUATE PROGRAM | N/A |
| FEDERAL GRANTS | 490 | $329,981 | BASED ON CRTIERIA OF GRANT | N/A |
| AWARDS/GRANTS | 47 | $12,244 | CRITERIA OF AWARD OR GRANT | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE PROCESS OF PACKAGING FINANCIAL AID IS THE CULMINATION OF THE COMPLETE ANALYSIS OF STUDENT NEED AND THE AID ADMINISTRATION CYCLE, THE PROCESS OF PREPARATION FOR PACKAGING IS COMPLETED ACCURATELY AND CONFIDENTIALLY TO ENSURE EFFECTIVE USE OF ALL AID FUNDS AVAILABLE, AS WELL AS FAIR AND EQUITABLE TREATMENT TO ALL APPLICANTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TRACY FITZSIMMONS | ||||||||||||||
| PRESIDENT AND REGISTERED AGENT | $348,833 | $0 | $0 | $0 | $38,069 | $0 | $19,408 | $0 | $24,933 | $0 | $431,243 | $0 | $0 | $0 |
| MITCHELL L MOORE | ||||||||||||||
| SENIOR VP AND VP FOR ADVANCEMENT | $177,136 | $0 | $0 | $0 | $37,971 | $0 | $11,071 | $0 | $17,700 | $0 | $243,878 | $0 | $0 | $0 |
| CAMERON MCCOY | ||||||||||||||
| PROVOST | $190,822 | $0 | $0 | $0 | $16,792 | $0 | $10,591 | $0 | $0 | $0 | $218,205 | $0 | $0 | $0 |
| ARTHUR HARRALSON | ||||||||||||||
| ASSOC DEAN OF RESEARCH-PHARMACY | $151,994 | $0 | $0 | $0 | $28,123 | $0 | $9,629 | $0 | $26,253 | $0 | $215,999 | $0 | $0 | $0 |
| ROBERT KIDD | ||||||||||||||
| DEAN OF PHARMACY | $148,569 | $0 | $0 | $0 | $28,283 | $0 | $10,150 | $0 | $24,933 | $0 | $211,935 | $0 | $0 | $0 |
| PHILIP EVANS | ||||||||||||||
| VP FOR ADMIN. & GENERAL COUNSEL | $155,389 | $0 | $0 | $0 | $34,880 | $0 | $10,042 | $0 | $8,967 | $0 | $209,278 | $0 | $0 | $0 |
| ASTRID SHEIL | ||||||||||||||
| DEAN-SCHOOL OF BUSINESS | $150,401 | $0 | $0 | $0 | $39,645 | $0 | $9,846 | $0 | $9,339 | $0 | $209,231 | $0 | $0 | $0 |
| YOLANDA BARBIER GIBSON | ||||||||||||||
| VP FOR STUDENT AFFAIRS | $154,670 | $0 | $0 | $0 | $19,287 | $0 | $6,019 | $0 | $22,404 | $0 | $202,380 | $0 | $0 | $0 |
| JOHN O'CONOR | ||||||||||||||
| PROFESSOR KEYBOARD DIVISION | $131,294 | $0 | $0 | $0 | $34,014 | $0 | $8,854 | $0 | $16,692 | $0 | $190,854 | $0 | $0 | $0 |
| COURTNEY JARRETT | ||||||||||||||
| VP FOR FINANCE AND CFO | $144,672 | $0 | $0 | $0 | $7,980 | $0 | $8,504 | $0 | $24,933 | $0 | $186,089 | $0 | $0 | $0 |
| MICHAEL STEPNIAK | ||||||||||||||
| DEAN-CONSERVATORY | $155,214 | $0 | $0 | $0 | $9,374 | $0 | $9,067 | $0 | $9,339 | $0 | $182,994 | $0 | $0 | $0 |
| TIMOTHY BLOOM | ||||||||||||||
| PROFESSOR BIOPHARMACEUTICAL SCIENCES | $147,217 | $0 | $0 | $0 | $10,157 | $0 | $8,916 | $0 | $16,692 | $0 | $182,982 | $0 | $0 | $0 |
| JEFFREY COKER | ||||||||||||||
| DEAN OF ARTS AND SCIENCE | $136,163 | $0 | $0 | $0 | $8,816 | $0 | $8,549 | $0 | $26,933 | $0 | $180,461 | $0 | $0 | $0 |
| SCOTT SPRIGGS | ||||||||||||||
| VP FOR RECRUITMENT AND CHIEF CREATIV | $134,840 | $0 | $0 | $0 | $7,231 | $0 | $7,554 | $0 | $15,080 | $0 | $164,705 | $0 | $0 | $0 |
| YVONNE CHEN | ||||||||||||||
| ASSOC DEAN FOR GLOBAL INITIATIVES SC | $126,364 | $0 | $0 | $0 | $22,659 | $0 | $7,548 | $0 | $0 | $0 | $156,571 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY PROVIDES A HOUSING ALLOWANCE, CAR OR MILEAGE ALLWOANCE, AND SOCIAL CLUB DUES TO OFFICERS AND KEY EMPLOYEES. THE AMOUNT PROVIDED IS INCLUDED IN THEIR TAXABLE WAGES. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| VIRGINIA COLLEGE BUILDING AUTHORITY | |||||||
| A | 541249154 | 2011-12-09 | $36,455,000 | EDUCATION FACILITIES | 0 | 0 | 0 |
| IDA OF CLARKE COUNTY VIRGINIA | |||||||
| B | 541070553 | 2011-12-27 | $7,815,000 | EDUCATION FACILITIES | 0 | 0 | 0 |
| EDA OF THE TOWN OF MOUNT JACKSON VIRGINIA | |||||||
| C | 542053914 | 2012-12-28 | $10,000,000 | EDUCATION FACILITIES | 0 | 0 | 0 |
| EDA OF THE TOWN OF MOUNT JACKSON VIRGINIA | |||||||
| D | 542053914 | 2013-04-23 | $6,000,000 | EDUCATION FACILITIES | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Refunding EscrowRefundingEscrowAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $18,610,000 | $36,455,000 | $384,543 | $70,952 | 2011 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $7,815,000 | $82,073 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) | $5,032,001 | $2,700,926 | ||
| C | $1,078,125 | $10,000,000 | $115,620 | 2013 | 0 | 0 | Yes (1) | Yes (1) | $9,884,380 | ||
| D | $646,875 | $6,000,000 | $56,716 | 2015 | 0 | 0 | Yes (1) | Yes (1) | $5,943,284 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TRUIST | ||||||||||||
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 10.250000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| TRUIST | ||||||||||||
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 10.500000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| TRUIST | ||||||||||||
| C | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 10.500000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| TRUIST | ||||||||||||
| D | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 10.500000000000 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| EDA OF THE TOWN OF MOUNT JACKSON VIRGINIA | |||||||
| A | 542053914 | 2015-12-22 | $10,000,000 | EDUCATION FACILITIES | 0 | 0 | 0 |
| EDA OF THE TOWN OF MOUNT JACKSON VIRGINIA | |||||||
| B | 542053914 | 2016-01-22 | $10,000,000 | EDUCATION FACILITIES | 0 | 0 | 0 |
| EDA OF THE TOWN OF MOUNT JACKSON VIRGINIA | |||||||
| C | 542053914 | 2017-06-28 | $10,000,000 | EDUCATION FACILITIES | 0 | 0 | 0 |
| EDA OF THE TOWN OF WOODSTOCK VIRGINIA | |||||||
| D | 593823830 | 2017-07-20 | $10,000,000 | EDUCATION FACILITIES | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Total ProceedsTotalProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,460,000 | $10,000,000 | $174,621 | $9,825,379 | 2018 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $1,460,000 | $133,793 | $9,866,207 | 2018 | 0 | 0 | Yes (1) | Yes (1) | $10,000,000 | |
| C | $515,000 | $151,892 | $9,848,108 | 2017 | 0 | 0 | Yes (1) | Yes (1) | $10,000,000 | |
| D | $515,000 | $151,707 | $9,848,293 | 2019 | 0 | 0 | Yes (1) | Yes (1) | $10,000,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TRUIST | ||||||||||||
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 10.500000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| TRUIST | ||||||||||||
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 10.500000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| TRUIST | ||||||||||||
| C | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 10.500000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| TRUIST | ||||||||||||
| D | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 10.500000000000 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDA OF THE TOWN OF WOODSTOCK VIRGINIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 593823830 | BondIssuerEIN |
| Bond Issued | 2022-12-21 | BondIssuedDt |
| Issue Price | $9,000,000 | IssuePriceAmt |
| Purpose | EDUCATION FACILITIES | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $68,566 | RetiredAmt |
| Total Proceeds | $9,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $171,491 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $8,828,509 | CapitalExpendituresAmt |
| Substantial Completion | 2022 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MARK A TURNER | |||
| FAMILY MEMBER OF TRUSTEE | $71,967 | COMPENSATION | 0 |
| ASH MILL LLC | |||
| OWNER SERVES AS TRUSTEE | $1,367,036 | FACILITY LEASE | 0 |
| INOVA HEALTHCARE | |||
| OFFICER SERVES AS TRUSTEE | $828,503 | FACILITY LEASE | 0 |
| H & W CONSTRUCTION CO | |||
| OFFICER SERVES AS TRUSTEE | $603,603 | CONSTRUCTION | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $249,371 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,879,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | CONSTRUCTION | 1 | $64,316 | FMV |
| Yes (X) | MISCELLANEOUS OTHER ITEMS | 19 | $13,277 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JAMES R. WILKINS, JR. AND JAMES R. WILKINS, III ARE RELATED. |
| FORM 990, PART VI, SECTION B, LINE 11B | EACH TRUSTEE RECEIVES A COPY OF FORM 990 FOR REVIEW PRIOR TO THE FILING DEADLINE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL KEY EMPLOYEES AND TRUSTEES ARE ASKED TO REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMMITTEE USES COMPENSATION REVIEWS AND BENCHMARKS TO RECOMMEND THE PRESIDENT'S SALARY TO THE BOARD. THE BOARD APPROVES THE PRESIDENT'S SALARY EACH YEAR. THE PRESIDENT APPROVES THE SALARIES OF THE OFFICERS AND KEY EMPLOYEES, WHICH THE BOARD APPROVES WHEN PASSING THE BUDGET. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS AVAILABLE TO THE PUBLIC VIA GUIDESTAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | UNREALIZED GAIN ON SWAP AGREEMENTS 2,874,601. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |