SAMFORD UNIVERSITY: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: SAMFORD UNIVERSITY (EIN 63-0312914)
Tax period: 2022-07-01 to 2023-06-30
Filed: 2024-05-15
IRS object ID: 202401369349311155
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	2024-05-15T13:34:41+00:00	ReturnTs
Tax Period End	2023-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	350921680	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CROWE LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	401 East Las Olas Blvd Suite 1100	AddressLine1Txt
City	Fort Lauderdale	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	333014230	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	630312914	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Samford University	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SAMF	BusinessNameControlTxt
Phone	2057264084	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	800 Lakeshore Drive	AddressLine1Txt
City	Birmingham	CityNm
State Abbreviation	AL	StateAbbreviationCd
ZIP	35229	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	COLIN M COYNE	PersonNm
Person Title	VP FINANCE, BUS AFFAIRS/STRATEGY	PersonTitleTxt
Phone	2057264037	PhoneNum
Signature	2024-05-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	COLIN	PersonFirstNm
Person Last	COYNE	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	BRITTNEY KOCAJ	PreparerPersonNm
PTIN	P01320603	PTIN
Phone	9542028600	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	BECK A TAYLOR	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	800 Lakeshore Drive	AddressLine1Txt
City	Birmingham	CityNm
State Abbreviation	AL	StateAbbreviationCd
ZIP	35229	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$386,679,572	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.Samford.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1841	FormationYr
Legal Domicile State	AL	LegalDomicileStateCd
Activity Or Mission	A UNIVERSITY THAT NURTURES PERSONS IN THEIR DEVELOPMENT OF INTELLECT, CREATIVITY, FAITH, AND PERSONHOOD: FOSTERS ACADEMIC, CAREER, AND ETHICAL COMPENTENCY WHILE ENCOURAGING SOCIAL AND CIVIC RESPONSIBILITY AND SERVICE TO OTHERS.	ActivityOrMissionDesc
Voting Members Governing Body	40	VotingMembersGoverningBodyCnt
Voting Members Independent	40	VotingMembersIndependentCnt
Total Employee	2708	TotalEmployeeCnt
Total Volunteers	500	TotalVolunteersCnt
Total Gross UBI	$1,828,621	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$1,088,960	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$123,203,931	PYContributionsGrantsAmt
CY Contributions Grants	$24,943,191	CYContributionsGrantsAmt
PY Program Service Revenue	$226,772,203	PYProgramServiceRevenueAmt
CY Program Service Revenue	$234,566,489	CYProgramServiceRevenueAmt
PY Investment Income	$17,123,131	PYInvestmentIncomeAmt
CY Investment Income	$22,253,756	CYInvestmentIncomeAmt
PY Other Revenue	-$397,018	PYOtherRevenueAmt
CY Other Revenue	-$210,820	CYOtherRevenueAmt
PY Total Revenue	$366,702,247	PYTotalRevenueAmt
CY Total Revenue	$281,552,616	CYTotalRevenueAmt
PY Grants And Similar Paid	$77,071,481	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$79,383,499	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$101,724,447	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$108,339,385	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$3,921,519	CYTotalFundraisingExpenseAmt
PY Other Expenses	$78,328,106	PYOtherExpensesAmt
CY Other Expenses	$83,156,849	CYOtherExpensesAmt
PY Total Expenses	$257,124,034	PYTotalExpensesAmt
CY Total Expenses	$270,879,733	CYTotalExpensesAmt
PY Revenues Less Expenses	$109,578,213	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$10,672,883	CYRevenuesLessExpensesAmt
Total Assets BOY	$871,369,127	TotalAssetsBOYAmt
Total Assets EOY	$969,787,118	TotalAssetsEOYAmt
Total Liabilities BOY	$370,304,342	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$452,214,496	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$501,064,785	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$517,572,622	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE MISSION OF SAMFORD UNIVERSITY IS TO NURTURE PERSONS IN THEIR DEVELOPMENT OF INTELLECT, CREATIVITY, FAITH, AND PERSONHOOD. AS A CHRISTIAN UNIVERSITY, THE COMMUNITY FOSTERS ACADEMIC, CAREER, AND ETHICAL COMPETENCY WHILE ENCOURAGING SOCIAL AND CIVIC RESPONSIBILITY, AND SERVICE TO OTHERS.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$94,333,248	ExpenseAmt
Revenue	$198,182,753	RevenueAmt
Desc	SAMFORD UNIVERSITY, WITH ITS 14:1 STUDENT TO FACULTY RATIO IN THE 2022-2023 ACADEMIC YEAR, OFFERED 40 DEGREE PROGRAMS IN 124 MAJORS TO STUDENTS IN TEN ACADEMIC SCHOOLS. STUDENTS WERE ENROLLED FROM 49 STATES (PLUS PUERTO RICO) AND 16 FOREIGN COUNTRIES. THE TUITION AND FEES DERIVED FROM THESE STUDENTS PAID THE SALARIES, WAGES AND BENEFITS OF THE UNIVERSITY'S FACULTY AND STAFF.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$79,316,839	ExpenseAmt
Grant	$79,316,839	GrantAmt
Desc	SAMFORD UNIVERSITY AWARDED OVER $79 MILLION IN AID TO ALMOST 5,400 STUDENTS DURING THE 2022-2023 AID YEAR.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$55,855,971	ExpenseAmt
Grant	$66,660	GrantAmt
Revenue	$19,564,613	RevenueAmt
Desc	Additional program services include food services and vending, educational workshops/programs and other types of program services.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$11,296,628	ExpenseAmt
Revenue	$16,819,123	RevenueAmt
Desc	SAMFORD UNIVERSITY MAINTAINS A BEAUTIFUL CAMPUS OF ACADEMIC AND ADMINISTRATIVE BUILDINGS AND STUDENT HOUSING.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$11,296,628	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$16,819,123	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$240,802,686	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	false	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	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (true)	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	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	Yes (true)	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	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	7857	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	2708	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	Yes (true)	ForeignFinancialAccountInd
Foreign Country	UK	ForeignCountryCd
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	40	GoverningBodyVotingMembersCnt
Independent Voting Member	40	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	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	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	Yes (true)	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
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	COLIN M COYNE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2057264084	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	800 Lakeshore Drive	AddressLine1Txt
City	Birmingham	CityNm
State Abbreviation	AL	StateAbbreviationCd
ZIP	35229	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (58 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Hon Karon O Bowdre
Vice Chair/Trustee	1.0	Yes (X)	Yes (X)	$0	$0	$0
Sherri Foyt
Assistant Secretary/Trustee	1.0	Yes (X)	Yes (X)	$0	$0	$0
Victor E Nichol Jr
Secretary/Trustee	1.0	Yes (X)	Yes (X)	$0	$0	$0
William J Stevens
Chairman/Trustee	1.0	Yes (X)	Yes (X)	$0	$0	$0
Alan Register
Trustee (term ended September 2022)	1.0	Yes (X)		$0	$0	$0
Albert Shumaker
Trustee (term ended September 2022)	1.0	Yes (X)		$0	$0	$0
Amy Allen
Trustee	1.0	Yes (X)		$0	$0	$0
Andrew B Cundiff
Trustee	1.0	Yes (X)		$0	$0	$0
Andy D Birchfield
Trustee	1.0	Yes (X)		$0	$0	$0
Beth Thorne Stukes
Trustee (term ended September 2022)	1.0	Yes (X)		$0	$0	$0
Brent M Fielder
Trustee	1.0	Yes (X)		$0	$0	$0
C Thomas Houser
Trustee	1.0	Yes (X)		$0	$0	$0
Cecelia A Walker
Trustee	1.0	Yes (X)		$0	$0	$0
Charles W Lancaster
Trustee	1.0	Yes (X)		$0	$0	$0
Dr Charles T Carter
Trustee	9.0	Yes (X)		$10,500	$0	$0
J Theodore Jackson Jr
Trustee (term ended September 2022)	1.0	Yes (X)		$0	$0	$0
James Robert Jackson
Trustee (term ended September 2022)	1.0	Yes (X)		$0	$0	$0
John E Bell Jr
Trustee	1.0	Yes (X)		$0	$0	$0
Julie K Jenkins
Trustee	1.0	Yes (X)		$0	$0	$0
Julie M Collier
Trustee	1.0	Yes (X)		$0	$0	$0
Keith Kirkland
Trustee	1.0	Yes (X)		$0	$0	$0
Linda H Bachus
Trustee	1.0	Yes (X)		$0	$0	$0
Marlene M Reed
Trustee	1.0	Yes (X)		$0	$0	$0
Mechelle S Wilder
Trustee	1.0	Yes (X)		$0	$0	$0
Michael P Dunn
Trustee	1.0	Yes (X)		$0	$0	$0
Peter J Clemens IV
Trustee	1.0	Yes (X)		$0	$0	$0
Rachel C Wachter
Trustee	1.0	Yes (X)		$0	$0	$0
Rev Danny Wood
Trustee	1.0	Yes (X)		$0	$0	$0
Rev Jay L Wolf
Trustee	1.0	Yes (X)		$0	$0	$0
Rev John E King Jr
Trustee	1.0	Yes (X)		$0	$0	$0
Rev John L Cantelow III
Trustee	1.0	Yes (X)		$0	$0	$0
Rev Randy Gunter
Trustee	1.0	Yes (X)		$0	$0	$0
Rhega Gordon
Trustee	1.0	Yes (X)		$0	$0	$0
Rhonda C Witcher
Trustee	1.0	Yes (X)		$0	$0	$0
Robert Holmes Jr
Trustee	1.0	Yes (X)		$0	$0	$0
Ronald L Watkins
Trustee	1.0	Yes (X)		$0	$0	$0
S Earl Dove
Trustee	1.0	Yes (X)		$0	$0	$0
Sharon D Stuart
Trustee	1.0	Yes (X)		$0	$0	$0
Sheri P McKean
Trustee	1.0	Yes (X)		$0	$0	$0
Steve Vinyard
Trustee	1.0	Yes (X)		$0	$0	$0
Terry Hales Jr
Trustee	1.0	Yes (X)		$0	$0	$0
Thomas T Lamberth
Trustee	1.0	Yes (X)		$0	$0	$0
Timothy Vines
Trustee	1.0	Yes (X)		$0	$0	$0
Verne Bragg
Trustee	1.0	Yes (X)		$0	$0	$0
Zeke W Smith
Trustee	1.0	Yes (X)		$0	$0	$0
Beck A Taylor
President	40.0		Yes (X)	$440,465	$0	$152,150
Colin M Coyne
Vice President for Finance, Business Affairs and Strategy	40.0		Yes (X)	$257,518	$0	$45,026
Elizabeth B Holloway
Vice President for Advancement and Marketing	40.0		Yes (X)	$254,417	$0	$45,781
James Michael Hardin
Provost and Vice President, Academic Affairs	40.0		Yes (X)	$199,266	$0	$150,267
Jason E Black
Vice President for Enrollment Management	40.0		Yes (X)	$206,281	$0	$38,207
R Philip Kimrey
Vice President for Student Affairs	40.0		Yes (X)	$247,184	$0	$41,322
William R Pittman
Vice President for University Advancement (retired 7/31/2022)	40.0		Yes (X)	$152,100	$0	$24,489
Charles Martin Newton Jr
Director of Athletics	40.0			$269,220	$0	$40,021	Yes (X)
Christopher M Hatcher
Head Coach, Football	40.0			$268,978	$0	$43,848	Yes (X)
Henry C Strickland
Professor (retired Dean, Cumberland School of Law effective 9/1/22)	40.0			$267,467	$0	$44,721	Yes (X)
Michael A Crouch
Dean and Professor, McWhorter School of Pharmacy	40.0			$266,899	$0	$52,489	Yes (X)
Theron Andrew Westmoreland
Executive Director, Mann Center	40.0			$583,079	$0	$102,715	Yes (X)
Harry B Brock III
Executive Vice President & VP Business/Financial Affairs (retired 6/30/2022)	40.0			$139,637	$0	$19,661		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,563,011	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$800,697	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	198	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	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
Hoar Construction LLC
Post Office Box 660400	Birmingham	AL	35266	Construction contractor	$7,715,125
ARAMARK Services Inc
27310 Network Place	Chicago	IL	60673	Dining services	$4,151,219
Sodexo Inc & Affiliates
Post Office Box 360170	Pittsburgh	PA	15251	Dining services	$3,363,036
SSC Services for Education
Post Office Box 52370	Knoxville	TN	37950	Cleaning services	$2,282,587
Davis Architects Inc
120 Twenty Third Street South	Birmingham	AL	35233	Architecture/design services	$2,070,635

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	59	CntrctRcvdGreaterThan100KCnt
Fundraising	$193,232	FundraisingAmt
Government Grants	$4,732,169	GovernmentGrantsAmt
All Other Contributions	$20,017,790	AllOtherContributionsAmt
Noncash Contributions	$1,857,626	NoncashContributionsAmt
Total Contributions	$24,943,191	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Tuition & fees	611310	$198,182,753	$198,182,753
Dormitory & utilities	721310	$16,819,123	$16,819,123
Food services & vending	722514	$9,964,768	$9,964,768
Athletics	711210	$2,753,597	$2,753,597
Educational workshops/programs	711710	$2,381,667	$2,381,667

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,464,581	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,464,581	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$234,566,489	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,111,598	TotalRevenueColumnAmt
Unrelated Business Revenue	$974,975	UnrelatedBusinessRevenueAmt
Exclusion	$7,136,623	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$623,745	TotalRevenueColumnAmt
Exclusion	$623,745	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$143,799	TotalRevenueColumnAmt
Exclusion	$143,799	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$2,393,046	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$2,653,259	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$260,213	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$260,213	TotalRevenueColumnAmt
Unrelated Business Revenue	$853,646	UnrelatedBusinessRevenueAmt
Exclusion	-$1,113,859	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$115,725,473	SecuritiesAmt
Other	$30,209	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$102,237,269	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$13,488,204	SecuritiesAmt
Other	$30,209	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,518,413	TotalRevenueColumnAmt
Exclusion	$13,518,413	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$142,022	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$193,232	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$236,428	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$94,406	TotalRevenueColumnAmt
Exclusion	-$94,406	ExclusionAmt

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	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$281,552,616	TotalRevenueColumnAmt
Related Or Exempt Func Income	$234,566,489	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,828,621	UnrelatedBusinessRevenueAmt
Exclusion	$20,214,315	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$66,660	TotalAmt
Program Services	$66,660	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$78,803,676	TotalAmt
Program Services	$78,803,676	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$513,163	TotalAmt
Program Services	$513,163	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,224,681	TotalAmt
Program Services	$996,283	ProgramServicesAmt
Management And General	$837,550	ManagementAndGeneralAmt
Fundraising	$390,848	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$48,346	TotalAmt
Fundraising	$48,346	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$80,774,810	TotalAmt
Program Services	$71,231,253	ProgramServicesAmt
Management And General	$7,608,167	ManagementAndGeneralAmt
Fundraising	$1,935,390	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$6,237,668	TotalAmt
Program Services	$5,478,368	ProgramServicesAmt
Management And General	$610,126	ManagementAndGeneralAmt
Fundraising	$149,174	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$13,468,696	TotalAmt
Program Services	$11,770,185	ProgramServicesAmt
Management And General	$1,344,602	ManagementAndGeneralAmt
Fundraising	$353,909	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$5,585,184	TotalAmt
Program Services	$4,857,159	ProgramServicesAmt
Management And General	$569,756	ManagementAndGeneralAmt
Fundraising	$158,269	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$580,969	TotalAmt
Program Services	$11,255	ProgramServicesAmt
Management And General	$569,714	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$176,373	TotalAmt
Management And General	$176,373	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,150,038	TotalAmt
Program Services	$140	ProgramServicesAmt
Management And General	$1,149,898	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$7,869,201	TotalAmt
Program Services	$6,623,214	ProgramServicesAmt
Management And General	$1,119,731	ManagementAndGeneralAmt
Fundraising	$126,256	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,046,000	TotalAmt
Program Services	$1,554,317	ProgramServicesAmt
Management And General	$310,050	ManagementAndGeneralAmt
Fundraising	$181,633	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,221,112	TotalAmt
Program Services	$4,002,915	ProgramServicesAmt
Management And General	$1,125,794	ManagementAndGeneralAmt
Fundraising	$92,403	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$5,375,709	TotalAmt
Program Services	$1,613,128	ProgramServicesAmt
Management And General	$3,554,972	ManagementAndGeneralAmt
Fundraising	$207,609	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$2,691	TotalAmt
Program Services	$2,691	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$14,545,097	TotalAmt
Program Services	$11,296,628	ProgramServicesAmt
Management And General	$3,228,307	ManagementAndGeneralAmt
Fundraising	$20,162	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$5,358,129	TotalAmt
Program Services	$5,001,749	ProgramServicesAmt
Management And General	$245,574	ManagementAndGeneralAmt
Fundraising	$110,806	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$671,535	TotalAmt
Program Services	$637,553	ProgramServicesAmt
Management And General	$13,575	ManagementAndGeneralAmt
Fundraising	$20,407	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$8,273,740	TotalAmt
Program Services	$7,655,191	ProgramServicesAmt
Management And General	$616,470	ManagementAndGeneralAmt
Fundraising	$2,079	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$16,523,745	TotalAmt
Program Services	$15,296,626	ProgramServicesAmt
Management And General	$1,198,221	ManagementAndGeneralAmt
Fundraising	$28,898	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,333,244	TotalAmt
Program Services	$459,955	ProgramServicesAmt
Management And General	$873,289	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Service and auxiliary	$8,991,536	$8,793,396	$156,363	$41,777
Dues, subscriptions, memberships	$1,856,887	$1,506,494	$312,405	$37,988
Instructional supplies	$2,061,851	$1,938,495	$111,232	$12,124
Uniforms	$658,438	$653,342	$1,855	$3,241

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$460,554	TotalAmt
Program Services	$38,850	ProgramServicesAmt
Management And General	$421,504	ManagementAndGeneralAmt
Fundraising	$200	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$270,879,733	TotalAmt
Program Services	$240,802,686	ProgramServicesAmt
Management And General	$26,155,528	ManagementAndGeneralAmt
Fundraising	$3,921,519	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$65,793,558	BOYAmt
EOY	$139,968,236	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$103,973,632	BOYAmt
EOY	$42,404,479	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$3,466,445	BOYAmt
EOY	$4,468,189	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$773,519	BOYAmt
EOY	$916,436	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$686,945,797	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$335,698,038	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$347,388,555	BOYAmt
EOY	$351,247,759	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$212,856,449	BOYAmt
EOY	$303,131,443	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$119,086,895	BOYAmt
EOY	$108,958,578	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$15,960,904	BOYAmt
EOY	$16,833,679	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$2,069,170	BOYAmt
EOY	$1,858,319	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$871,369,127	BOYAmt
EOY	$969,787,118	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$11,657,839	BOYAmt
EOY	$12,775,260	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$10,661,352	BOYAmt
EOY	$8,602,927	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$135,917,104	BOYAmt
EOY	$135,509,046	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$3,814,288	BOYAmt
EOY	$3,028,163	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$51,295,679	BOYAmt
EOY	$139,164,360	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$156,958,080	BOYAmt
EOY	$153,134,740	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$370,304,342	BOYAmt
EOY	$452,214,496	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	$113,541,627	BOYAmt
EOY	$108,327,526	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$387,523,158	BOYAmt
EOY	$409,245,096	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$501,064,785	BOYAmt
EOY	$517,572,622	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$871,369,127	BOYAmt
EOY	$969,787,118	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$10,672,883	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$9,994,315	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$4,159,361	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)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

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	$16,739,469	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$15,644,997	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$35,333,858	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$123,203,931	CurrentTaxYearMinus1YearAmt
Current Tax Year	$24,943,191	CurrentTaxYearAmt
Total	$215,865,446	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	$16,739,469	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$15,644,997	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$35,333,858	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$123,203,931	CurrentTaxYearMinus1YearAmt
Current Tax Year	$24,943,191	CurrentTaxYearAmt
Total	$215,865,446	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$81,238,447	SubstantialContributorsTotAmt
Public Support Total170	$134,626,999	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,905,022	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,053,097	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,332,896	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,082,143	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,221,595	CurrentTaxYearAmt
Total	$33,594,753	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	$628,140	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,350,087	CurrentTaxYearAmt
Total	$1,978,227	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$52,040	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$87,346	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$64,688	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$113,845	CurrentTaxYearMinus1YearAmt
Current Tax Year	$142,022	CurrentTaxYearAmt
Total	$459,941	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$251,898,367	TotalSupportAmt
Gross Receipts Rltd Activities	$1,092,566,709	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.5344	PublicSupportCY170Pct
Public Support PY170	0.5235	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 Other Income	FormAndLineReferenceDesc
Explanation	DESCRIPTION - GROSS INCOME FROM FUNDRAISING, COLUMN A - 52040.0, COLUMN B - 87346.0, COLUMN C - 64688.0, COLUMN D - 113845.0, COLUMN E - 142022.0, COLUMN F - 459941.0;	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

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$0	RevenuesIncludedAmt
Assets Included	$844,100	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
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	$426,345,689	BeginningYearBalanceAmt
Contributions	$8,536,154	ContributionsAmt
Investment Earnings Or Losses	$29,122,544	InvestmentEarningsOrLossesAmt
Other Expenditures	$20,533,356	OtherExpendituresAmt
End Year Balance	$443,471,031	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$368,437,572	BeginningYearBalanceAmt
Contributions	$96,568,665	ContributionsAmt
Investment Earnings Or Losses	-$14,519,459	InvestmentEarningsOrLossesAmt
Other Expenditures	$24,141,089	OtherExpendituresAmt
End Year Balance	$426,345,689	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$332,869,066	BeginningYearBalanceAmt
Contributions	$5,931,695	ContributionsAmt
Investment Earnings Or Losses	$80,783,374	InvestmentEarningsOrLossesAmt
Other Expenditures	$51,146,563	OtherExpendituresAmt
End Year Balance	$368,437,572	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$347,137,118	BeginningYearBalanceAmt
Contributions	$2,959,414	ContributionsAmt
Investment Earnings Or Losses	$589,039	InvestmentEarningsOrLossesAmt
Other Expenditures	$17,816,505	OtherExpendituresAmt
End Year Balance	$332,869,066	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$345,325,875	BeginningYearBalanceAmt
Contributions	$3,014,621	ContributionsAmt
Investment Earnings Or Losses	$16,806,380	InvestmentEarningsOrLossesAmt
Other Expenditures	$18,009,758	OtherExpendituresAmt
End Year Balance	$347,137,118	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.2538	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.1512	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.595	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$31,765,312	OtherCostOrOtherBasisAmt
Book Value	$31,765,312	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$478,221,187	OtherCostOrOtherBasisAmt
Depreciation	$212,727,437	DepreciationAmt
Book Value	$265,493,750	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$55,105,621	OtherCostOrOtherBasisAmt
Depreciation	$44,718,310	DepreciationAmt
Book Value	$10,387,311	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$121,853,677	OtherCostOrOtherBasisAmt
Depreciation	$78,252,291	DepreciationAmt
Book Value	$43,601,386	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$351,247,759	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
LIMITED PARTNERSHIP INTEREST	$68,664,131	F
REAL ESTATE	$40,187,580	F
LIFE INSURANCE CONTRACTS	$70,585	F
OTHER	$36,282	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$108,958,578	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
Pension plan obligation	$47,217,998
Annuities payable	$2,078,721
Other	$5,342,256
Taxable bonds	$96,637,446
Lease liability	$1,858,319

Field	Value	IRS element (for citing)
Total Liability	$153,134,740	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$204,955,308	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$9,994,315	NetUnrealizedGainsInvstAmt
Other Revenue	-$84,200,762	OtherRevenueAmt
Revenue Not Reported	-$74,206,447	RevenueNotReportedAmt
Revenue Subtotal	$279,161,755	RevenueSubtotalAmt
Investment Expenses Not Incld	$1,149,898	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$1,240,963	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$2,390,861	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$281,552,616	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$188,447,471	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$236,428	OtherExpensesIncludedAmt
Expenses Not Reported	$236,428	ExpensesNotReportedAmt
Expenses Subtotal	$188,211,043	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$1,149,898	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$81,518,792	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$82,668,690	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$270,879,733	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part III, Line 4 Collections of art - description of collections	The University's collections of art are used to enhance the beauty of its Colonial-style buildings, as well as to maintain these works for the enjoyment of future generations.
Schedule D, Part IV, Line 2b Explanation of escrow agreement	The University maintains agency accounts for Federal loan funds, student deposits, and student organizations on campus.
Schedule D, Part V, Line 4 Intended uses of endowment funds	The University will use the endowment funds according to donor restrictions for scholarships, fellowships, research, capital projects. etc. as well as for purposes designated by the Board for quasi and unrestricted endowments.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	From Note 2 The University is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code, except for income taxes on any unrelated business income, if applicable. There was no provision for income taxes due on unrelated business income in fiscal years 2023 and 2022, and there are no uncertain tax positions considered to be material.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990	Pension liability adjustment - -3284675 Other components of net periodic pension cost - -411131 Change in split-interest agreements - 602705 Scholarships and fellowships - -79316839 Other expenses, reported net of revenue for GAAPA - -1790822
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements	Special event expenses, reported net of revenue for 990 - -236428 Tax exempt bond interest, capitalized for GAAP - 623745 Unrelated debt-financed income - 853646
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990	Special event expenses, reported net of revenue for 990 - 236428
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements	Scholarships, reported net of income for GAAP - 79316839 Other components of net periodic pension costs - 411131 Other expenses, reported net of revenue for GAAP - 1790822

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's nondiscrimination statement is available to the public through the University's website and is included on paid advertisements promoting the university and its academic programs.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT	The University receives federal financial aid for its students and grant revenue for research.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (14 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)	1	2	Program Services	Educational classes/study abroad	$1,640,551
Middle East and North Africa	0	0	Program Services	EDUCATIONAL CLASSES/STUDY ABROAD	$129,649
South America	0	0	Program Services	EDUCATIONAL CLASSES/STUDY ABROAD	$26,034
North America (Canada & Mexico only)	0	0	Program Services	Educational classes/study abroad	$77,118
East Asia and the Pacific	0	0	Program Services	EDUCATIONAL CLASSES/STUDY ABROAD	$172,605
Europe (Including Iceland and Greenland)	0	0	Grantmaking		$457,166
South America	0	0	Grantmaking		$17,800
Central America and the Caribbean	0	0	Grantmaking		$5,400
Middle East and North Africa	0	0	Grantmaking		$12,725
Sub-Saharan Africa	0	0	Grantmaking		$3,100
East Asia and the Pacific	0	0	Grantmaking		$16,472
North America (Canada & Mexico only)	0	0	Grantmaking		$500
Europe (Including Iceland and Greenland)			Investments		$28,133,354
Central America and the Caribbean			Investments		$12,283,069

Field	Value	IRS element (for citing)
Subtotal Offices	1	SubtotalOfficesCnt
Subtotal Employees	2	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	1	TotalOfficeCnt
Total Employee	2	TotalEmployeeCnt
Subtotal Spent	$42,975,543	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$42,975,543	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
SCHOLARSHIPS	Europe (Including Iceland and Greenland)	91	$457,166	student account
SCHOLARSHIPS	Central America and the Caribbean	1	$5,400	student account
SCHOLARSHIPS	South America	7	$17,800	student account
SCHOLARSHIPS	Sub-Saharan Africa	3	$3,100	student account
SCHOLARSHIPS	Middle East and North Africa	4	$12,725	student account
SCHOLARSHIPS	East Asia and the Pacific	6	$16,472	student account
SCHOLARSHIPS	North America (Canada & Mexico only)	1	$500	student account

Field	Value	IRS element (for citing)
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	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds	Funds are credited to the students' accounts for tuition and fees, room and board, books and other supplies. The Office of Student Financial Services consists of both Financial Aid and Bursar functions who work closely together to ensure proper usage of grant funds.
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements	CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SUB-SAHARAN AFRICA-Accrual
Schedule F, Part III Method used to account for expenditures on org's financial statements	CENTRAL AMERICA AND THE CARIBBEAN -Accrual EAST ASIA AND THE PACIFIC -Accrual EUROPE (INCLUDING ICELAND AND GREENLAND) -Accrual MIDDLE EAST AND NORTH AFRICA -Accrual NORTH AMERICA (CANADA & MEXICO ONLY) -Accrual SOUTH AMERICA -Accrual SUB-SAHARAN AFRICA -Accrual

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GOLF TOURNAMENT	Event1Nm
Gross Receipts Event1	$177,528	GrossReceiptsEvent1Amt
Charitable Contri Event1	$127,081	CharitableContriEvent1Amt
Gross Revenue Event1	$50,447	GrossRevenueEvent1Amt
Cash Prizes Event1	$17,572	CashPrizesEvent1Amt
Non Cash Prizes Event1	$49,087	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$20,200	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$7,934	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$9,523	OtherDirectExpensesEvent1Amt
Event2	CORTS AUTHOR SERIES	Event2Nm
Gross Receipts Event2	$102,526	GrossReceiptsEvent2Amt
Charitable Contri Event2	$31,750	CharitableContriEvent2Amt
Gross Revenue Event2	$70,776	GrossRevenueEvent2Amt
Food And Beverage Event2	$3,790	FoodAndBeverageEvent2Amt
Entertainment Event2	$65,000	EntertainmentEvent2Amt
Other Direct Expenses Event2	$14,761	OtherDirectExpensesEvent2Amt
Other Events Total	3	OtherEventsTotalCnt
Gross Receipts Other Events	$55,200	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$34,401	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$20,799	GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events	$13,136	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$18,668	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$7,296	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$9,461	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$335,254	GrossReceiptsTotalAmt
Charitable Contributions Tot	$193,232	CharitableContributionsTotAmt
Gross Revenue Total Events	$142,022	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$17,572	CashPrizesTotalEventsAmt
Non Cash Prizes Total Events	$49,087	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$33,336	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$30,392	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$72,296	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$33,745	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$236,428	DirectExpenseSummaryEventsAmt
Net Income Summary	-$94,406	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	e3 Partners	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2001 W Plano Pkwy Ste 2600	AddressLine1Txt
City	Plano	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75075	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	161680978	RecipientEIN
IRC Section	501(c)(3)	IRCSectionDesc
Cash Grant	$54,700	CashGrantAmt
Purpose Of Grant	Grant to e3 Partners	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	Scholarships	GrantTypeTxt
Recipient	5394	RecipientCnt
Cash Grant	$78,803,676	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	Funds are credited to the students' accounts for tuition and fees, room and board, books and other supplies. The Office of Student Financial Services consists of both Financial Aid and Bursar functions, who work closely together to ensure proper usage of grant funds.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	Yes (X)	TravelForCompanionsInd
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 Committee	Yes (X)	CompensationCommitteeInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
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	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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
James Michael Hardin
Provost and Vice President, Academic Affairs	$191,879	$0	$0	$0	$7,387	$0	$77,554	$0	$72,713	$0	$349,533	$0	$0	$0
Elizabeth B Holloway
Vice President for Advancement and Marketing	$251,347	$0	$0	$0	$3,070	$0	$20,829	$0	$24,952	$0	$300,198	$0	$0	$0
R Philip Kimrey
Vice President for Student Affairs	$242,155	$0	$0	$0	$5,029	$0	$19,837	$0	$21,485	$0	$288,506	$0	$0	$0
William R Pittman
Vice President for University Advancement (retired 7/31/2022)	$140,675	$0	$0	$0	$11,425	$0	$11,632	$0	$12,857	$0	$176,589	$0	$0	$0
Beck A Taylor
President	$426,905	$0	$0	$0	$13,560	$0	$74,753	$0	$77,397	$0	$592,615	$0	$0	$0
Jason E Black
Vice President for Enrollment Management	$200,199	$0	$0	$0	$6,082	$0	$16,425	$0	$21,782	$0	$244,488	$0	$0	$0
Colin M Coyne
Vice President for Finance, Business Affairs and Strategy	$253,237	$0	$0	$0	$4,281	$0	$20,868	$0	$24,158	$0	$302,544	$0	$0	$0
Christopher M Hatcher
Head Coach, Football	$244,888	$0	$7,500	$0	$16,590	$0	$21,848	$0	$22,000	$0	$312,826	$0	$0	$0
Charles Martin Newton Jr
Director of Athletics	$212,387	$0	$23,000	$0	$33,833	$0	$19,979	$0	$20,042	$0	$309,241	$0	$0	$0
Henry C Strickland
Professor (retired Dean, Cumberland School of Law effective 9/1/22)	$263,111	$0	$0	$0	$4,356	$0	$21,690	$0	$23,031	$0	$312,188	$0	$0	$0
Michael A Crouch
Dean and Professor, McWhorter School of Pharmacy	$249,381	$0	$0	$0	$17,518	$0	$21,884	$0	$30,605	$0	$319,388	$0	$0	$0
Theron Andrew Westmoreland
Executive Director, Mann Center	$120,200	$0	$0	$0	$462,879	$0	$83,184	$0	$19,531	$0	$685,794	$0	$429,982	$0
Harry B Brock III
Executive Vice President & VP Business/Financial Affairs (retired 6/30/2022)	$136,498	$0	$0	$0	$3,139	$0	$4,249	$0	$15,412	$0	$159,298	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1a Travel for companions	The First Lady of the University often travels with the President for University business. She serves as executive director of Samford's Legacy League, an auxiliary volunteer organization that promotes advocacy for the University and raises scholarship funds. These benefits are not included in taxable compensation.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use	The University maintains a residence where the President resides as part of his condition of employment. The residence is used for various business functions. Pursuant to Internal Revenue Code Section 119(d), the value of the qualified housing furnished to the president is excluded from income.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees	The University provides social club dues and fees to 4 of its officers and key employees. The officers and key employees use the clubs to host University events. The value of the dues is treated as taxable compensation.
Schedule J, Part I, Line 1a Personal services	Housekeeping services at the President's home are provided by a housekeeper who is an employee of the University. These services are considered necessary given the number of University events held at the President's home, and the fact that all areas are open and available for viewing during these events. These services fall within the IRC Section 119(d) exclusion and therefore are excluded from income.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	The University and the former president (retired 6/30/2021) entered into a 457(f) deferred compensation agreement effective November 1, 2015. All amounts elected to be set aside remain the sole property of the University until paid per this agreement. The University contributed $52,853 during 2022, which is included in the amount reported on Schedule J, Part II, Column C. The University and the president entered into a 457(f) deferred compensation agreement effective March 15, 2022. All amounts elected to be set aside remain the sole property of the University until paid per this agreement. The University contributed $63,750 during 2022, which is included in the amount reported on Schedule J, Part II, Column C.
Schedule J, Part II, Column (B)(i) Base compensation	James Michael Hardin, Provost and Vice President, is an ordained minister and is eligible to claim a nontaxable ministerial benefit. As a result, his W-2, Box 1 reportable compensation excludes certain nontaxable benefits such as a nontaxable ministerial allowance and 403(b)/457 employee deferrals. These nontaxable benefits are reported on Schedule J, columns C and D. For comparison purposes, if he were not an ordained minister, his compensation would be reported as follows on Schedule J: B(i) $295,879, B(iii) $7,387, C $23,554, D $22,713 and E $349,533. Note there is no difference in the total compensation reported in Column E. Form 990, Part VII, Section A, Columns D and F would also reflect these reporting differences, however the amount reported in total does not change.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
Educational Building Authority of the City of Homewood
A	521442481	437887GD8	2017-06-29	$50,656,776	Current refunding of Series 2007A bonds; purchase/renovation of capital projects	false	false	false
Educational Building Authority of the City of Homewood
B	521442481	437887GP1	2019-12-12	$65,259,787	Current refunding of Series 2009-A, 2012-A, and a portion of 2014-A; renovation of capital projects	false	false	false
EDUCATIONAL BUILDING AUTHORITY OF THE CITY OF HOMEWOOD
C	521442481	437887HV7	2021-11-10	$22,084,067	RENOVATION OF CAPITAL PROJECTS	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	UnspentUnspentAmt
A	$0	$50,656,776	$462,844	$25,004,627	$25,189,305	2018	Yes (true)	false	Yes (true)	Yes (true)
B	$0	$65,358,163	$398,568	$20,112,080	$44,847,515	2022	Yes (true)	false	Yes (true)	Yes (true)
C	$0	$22,724,672	$151,304	$3,497,979			false	false	false	Yes (true)	$19,075,389

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 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	false	false	false	false	false	false	Yes (true)
B	false	false	false	false	false	false	Yes (true)
C	false	false	false	false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 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	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	false	false	Yes (true)	false	false	false	false	false	Yes (true)
B	false	Yes (true)	false	false	false	false	false	false	Yes (true)
C	false	Yes (true)	false	false	false	false	false	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule K, Part V Written Procedures	Samford University has written procedures to ensure tax compliance with federal tax requirements; however, the procedures do not mandate that Samford enter into the voluntary closing agreement program.
Schedule K, Part II, Line 12 Series 2021-A, Column C	Total unspent proceeds includes interest earned of $640,605.
Schedule K, Part II, Line 10 Series 2019-A, column B	Total capital expenditures from proceeds includes interest earned of $98,376.
Schedule K, Part II, Line 3 Series 2021-A, Column C	Line 3 is higher than the amount reported in Part I, line C as the amount reported on line 3 includes interest earned.
Schedule K, Part II, Line 3 Series 2019-A, Column B	Line 3 is higher than the amount reported in Part I, line B as the amount reported on line 3 includes interest earned.

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Field	Value	IRS element (for citing)
Cash Grant	$86,488	CashGrantAmt
Type Of Assistance	MERIT-BASED SCHOLARSHIPS	TypeOfAssistanceTxt
Assistance Purpose	STUDY/EDUCATION	AssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Julie Taylor	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship Description	family member of Dr. Taylor, officer	RelationshipDescriptionTxt
Transaction	$48,346	TransactionAmt
Transaction	employee compensation	TransactionDesc
Sharing Of Revenues	false	SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule L, Part III GRANTS OR ASSISTANCE BENEFITING INTERESTED PERSONS	FormAndLineReferenceDesc
Explanation	COLLEGES AND UNIVERSITIES ARE NOT REQUIRED TO IDENTIFY INTERESTED PERSONS TO WHOM THEY PROVIDE SCHOLARSHIPS, GRANTS, FELLOWSHIPS OR SIMILAR FINANCIAL ASSISTANCE.	ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	26	ContributionCnt
Noncash Contributions Rpt F990	$1,857,626	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule M, Part I Explanations of reporting method for number of contributions	FormAndLineReferenceDesc
Explanation	Securities - Publicly traded - Number of contributions	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services	(Expenses $ 11,296,628 including grants of $)(Revenue $ 16,819,123) SAMFORD UNIVERSITY MAINTAINS A BEAUTIFUL CAMPUS OF ACADEMIC AND ADMINISTRATIVE BUILDINGS AND STUDENT HOUSING.
Form 990, Part VI, Line 1a Delegate broad authority to a committee	The Board of Trustees shall elect from its Active and Life Members an Executive Committee consisting of: (a) those currently serving Trustees who formerly served at least one term as Chair of the Board; (b) sixteen (16) additional members, including the Chair, Vice Chair, Secretary, and Assistant Secretary of the Board, and the respective chairs of the Business and Financial Affairs, Audit, Operations and Planning, Student Affairs and Enrollment Management, Academic Affairs, University Advancement, and Investment Committees and of the Committee on Trustees. Four additional members of the Executive Committee shall be elected from the membership at large. Members of each Board committee shall be elected annually to serve terms of one calendar year or until their successors have been elected and have agreed to serve. Members of the Executive Committee are eligible for reelection to the Executive Committee provided their terms as Trustees have not expired. PER SAMFORD UNIVERSITY BYLAWS, THE EXECUTIVE COMMITTEE SHALL HAVE THE FULL POWER AND AUTHORITY OF THE BOARD OF TRUSTEES TO TRANSACT ALL BUSINESS OF THE UNIVERSITY BETWEEN MEETINGS OF THE BOARD, EXCEPT WHERE LIMITED BY THE BOARD OR BY GOVERNING LAW.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons	ELIZABETH B. HOLLOWAY AND TIMOTHY VINES - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing body	The Board of Trustees has delegated to the Audit Committee the task of reviewing the Form 990 with management. The Audit Committee then prepares a report of this review and submits it and a copy of the 990 to the full Board prior to the filing of the return with the Internal Revenue Service.
Form 990, Part VI, Line 12c Conflict of interest policy	Annually, the University distributes a questionnaire that requires trustees, officers, and key employees to disclose any actions that might be in violation of the Conflict of Interest Policy. Trustees or officers who have declared or have been found to have conflict of interest in any matter before the University administration or the Board shall refrain from participating in consideration of the proposed transaction, unless for special reasons, the Board or administration requests information or interpretation from the person or persons involved. The person or persons involved should not vote on such matters and should not be present at the time to vote. Any Board member who is uncertain about possible conflicts of interest in any matter may request the Board, through the Chairman, to determine whether a possible conflict prevails; the Board shall resolve the question by majority vote. When possible, the question of potential conflict should be referred to counsel for an opinion prior to the Board's vote. Accounting personnel overseeing the 990 preparation and other accounting functions review the questionnaires to help monitor compliance.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	Compensation is compared to survey results from CUPA-HR and the Council for Christian Colleges and Universities (CCCU) and other sources. The President's compensation package was approved by the Board of Trustees and is reviewed annually by a committee of the Board of Trustees, which includes the Chairman of the Board of Trustees. The deliberation and decision has been appropriately documented. This process was undertaken in 2022 and 2023.
Form 990, Part VI, Line 15b Process to establish compensation of other employees	Compensation for officers is compared to survey results from CUPA-HR and the Council for Christian Colleges and Universities (CCCU) and other sources and is approved annually by the Chairman of the Board of Trustees and the President. Compensation for key employees is also compared to survey results and approved annually by the Provost and President. The deliberation and decision has been appropriately documented. This process was undertaken in 2022 and 2023.
Form 990, Part VI, Line 19 Required documents available to the public	The University files its Charter and amendments with the Office of the Judge of Probate of Jefferson County, Alabama, and the Office of the Secretary of State of the State of Alabama. The conflict of interest policy is available on the University's intranet and portions are contained in the Vendor Request Form. Financial information is available on Form 990 which is available upon request or at www.guidestar.org. In addition, financial statements are available on the Municipal Securities Rulemaking Board website at www.emma.msrb.org.
Form 990, Part VIII, Line 2f Other Program Service Revenue	Other programs - Total Revenue: 4464581, Related or Exempt Function Revenue: 4464581, 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	Pension liability adjustment - -3284675; Unrelated debt financed income - -853646; Change in value of split-interest agreements - 602705; Capitalized tax exempt bond interest - -623745;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	EINEIN
University Park Holding LLC
800 Lakeshore Drive	Birmingham	AL	35229	Real estate investment	AL	$2,769,940	$12,449,950	Samford University
SPCAMPUS I LLC
800 Lakeshore Drive	Birmingham	AL	35229	Rental real estate	AL	$113,168	$24,843,368	Samford University	473344667
SPCAMPUS II LLC
800 Lakeshore Drive	Birmingham	AL	35229	Rental real estate	AL	$66,870	$12,970,923	Samford University	473367549
SPCAMPUS III LLC
800 Lakeshore Drive	Birmingham	AL	35229	Real estate investment	AL	$2,836,872	$24,600,610	Samford University	473334076
Samford Properties East LLC
800 Lakeshore Drive	Birmingham	AL	35229	Land held for use	AL	$0	$3,130,000	Samford University	473374730

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	Samford University Foundation	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	800 Lakeshore Drive	AddressLine1Txt
City	Birmingham	CityNm
State Abbreviation	AL	StateAbbreviationCd
ZIP	35229	ZIPCd

Field	Value	IRS element (for citing)
EIN	631016371	EIN
Primary Activities	Educational research	PrimaryActivitiesTxt
Legal Domicile State	AL	LegalDomicileStateCd
Exempt Code Section	501(c)(3)	ExemptCodeSectionTxt
Public Charity Status	10	PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	Samford University	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Controlled Organization	Yes (true)	ControlledOrganizationInd

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	Sherman Oak Development Company LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	600 University Park Pl Ste 145	AddressLine1Txt
City	Homewood	CityNm
State Abbreviation	AL	StateAbbreviationCd
ZIP	35209	ZIPCd

Field	Value	IRS element (for citing)
EIN	923411649	EIN
Primary Activities	Real estate development	PrimaryActivitiesTxt
Legal Domicile State	DE	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	1841 Management Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Share Of Total Income	$0	ShareOfTotalIncomeAmt
Share Of EOY Assets	$0	ShareOfEOYAssetsAmt
Disproportionate Allocations	false	DisproportionateAllocationsInd
Ownership	0.5	OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct
Charitable remainder trust (6)
trust	AL	Samford University	Trust	Yes (true)
1841 Management Inc
Investment activity	DE	Samford University	C Corporation	Yes (true)	800 Lakeshore Drive	Birmingham	AL	35229	923312607	$0	$0	1

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	false	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	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	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	false	TransferFromOtherOrgInd