ANDERSON UNIVERSITY: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: ANDERSON UNIVERSITY (EIN 57-0324906)
Tax period: 2021-06-01 to 2022-05-31
Filed: 2023-04-04
IRS object ID: 202330949349301508
Schema version: 2021v4.2
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	2023-04-04T16:03:52-05:00	ReturnTs
Tax Period End	2022-05-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	363990892	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1255 Lakes Parkway Suite 130	AddressLine1Txt
City	Lawrenceville	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	30043	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-06-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	570324906	EIN

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Business Name Control	ANDE	BusinessNameControlTxt
Phone	8642312098	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	316 Boulevard	AddressLine1Txt
City	Anderson	CityNm
State Abbreviation	SC	StateAbbreviationCd
ZIP	29621	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Kristie Cole	PersonNm
Person Title	VP Finance and CFO	PersonTitleTxt
Phone	8642312098	PhoneNum
Signature	2023-04-04	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Kristie	PersonFirstNm
Person Last	Cole	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Daren Daiga	PreparerPersonNm
PTIN	P01074795	PTIN
Phone	6785185301	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Evans P Whitaker	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	316 Boulevard	AddressLine1Txt
City	Anderson	CityNm
State Abbreviation	SC	StateAbbreviationCd
ZIP	29621	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$160,089,823	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.andersonuniversity.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1911	FormationYr
Legal Domicile State	SC	LegalDomicileStateCd
Activity Or Mission	Anderson University is an academic community affiliated with the SC Baptist Convention.	ActivityOrMissionDesc
Voting Members Governing Body	24	VotingMembersGoverningBodyCnt
Voting Members Independent	24	VotingMembersIndependentCnt
Total Employee	1555	TotalEmployeeCnt
Total Volunteers	299	TotalVolunteersCnt
Total Gross UBI	$60,705	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$18,634,711	PYContributionsGrantsAmt
CY Contributions Grants	$11,729,134	CYContributionsGrantsAmt
PY Program Service Revenue	$102,667,196	PYProgramServiceRevenueAmt
CY Program Service Revenue	$112,800,267	CYProgramServiceRevenueAmt
PY Investment Income	$3,231,136	PYInvestmentIncomeAmt
CY Investment Income	$5,561,484	CYInvestmentIncomeAmt
PY Other Revenue	$131,402	PYOtherRevenueAmt
CY Other Revenue	$92,141	CYOtherRevenueAmt
PY Total Revenue	$124,664,445	PYTotalRevenueAmt
CY Total Revenue	$130,183,026	CYTotalRevenueAmt
PY Grants And Similar Paid	$40,952,111	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$43,949,186	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$39,425,943	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$42,756,066	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$116,451	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$87,383	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,625,065	CYTotalFundraisingExpenseAmt
PY Other Expenses	$26,933,216	PYOtherExpensesAmt
CY Other Expenses	$36,396,128	CYOtherExpensesAmt
PY Total Expenses	$107,427,721	PYTotalExpensesAmt
CY Total Expenses	$123,188,763	CYTotalExpensesAmt
PY Revenues Less Expenses	$17,236,724	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$6,994,263	CYRevenuesLessExpensesAmt
Total Assets BOY	$214,071,229	TotalAssetsBOYAmt
Total Assets EOY	$269,873,980	TotalAssetsEOYAmt
Total Liabilities BOY	$48,543,322	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$105,877,237	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$165,527,907	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$163,996,743	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	Anderson University is an academic community, affiliated with the South Carolina Baptist Convention, providing a challenging education grounded in the liberal arts, enhanced by professional and graduate programs and a co-curricular focus on the development of character, servant leadership, and cultural engagement. This is a diverse community that is Christ-centered, people-focused, student-oriented, quality-driven, and future-directed.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$94,874,864	ExpenseAmt
Grant	$43,949,186	GrantAmt
Revenue	$93,683,972	RevenueAmt
Desc	The University is a comprehensive university affiliated with the South Carolina Baptist Convention offering bachelors, masters, and doctorate degrees. Located on approximately 313 acres in the upstate region of South Carolina near the foothills of the Appalachians, the University features a rigorous education in a supportive Christian atmosphere. The main sources of revenue are tuition, fee, and auxiliary enterprise income as well as contributions from the public. (continued on Sch O)ACADEMIC PROGRAMThe Organization offers 58 baccalaureate majors, 36 major-embedded concentrations, as well as 48 minors and two undergraduate certificates. The Organization also offers 14 master degrees and 6 graduate certificate programs in the fields of business, Christian studies, criminal justice, education, music education, and nursing and 5 doctoral programs: Doctor of Ministry, Doctor of Nursing Practice, Doctor of Physical Therapy, Doctor of Philosophy in Leadership, and Doctor of Education.HIGHLIGHTS OF THE 2021-2022 FISCAL YEARU.S. News & World Report Best Colleges 2022 Ranks the University in Four Categories. The University ranks #44 among regional universities in the South, and was named to the publication's "Best Undergraduate Teaching" (#15) and "Best Value" (#29) lists for 2022, along with being noted for excellence in a student's "First Year Experience." The University is ranked #26 in the country among all universities (public and private) for Student Engagement by the Wall Street Journal/Times Higher Education. The University was named to the Honor Roll of the Prestigious Great Colleges to Work For Program. It is one of just two universities in South Carolina named to that list--and was named the #5 Top Workplace among large companies throughout South Carolina by the Greenville Business Magazine. The University Home to One of the Best College Workplaces in the Nation for the second consecutive year, the University is among the highest-achieving institutions of higher learning in the United States in terms of employee satisfaction. The University was again named a Great Colleges to Work For. The University is one of only 42 institutions in the United States named to the program's prestigious Honor Roll for 2021. Wall Street Journal: The University Ranked #25 in the Nation for Best Student Engagement. The University is among the nation's best colleges or universities--regardless of size or location--in how it interacts with its students, according to The Wall Street Journal/Times Higher Education 2022 U.S. College Rankings. The University online programs ranked among Nation's Best. The University experienced major gains in its online program rankings, further solidifying its place among some of the best online programs in the nation, according to the U.S. News & World Report Best Online Programs rankings for 2022. Clamp Divinity to Launch Ph.D. in Preaching Fall 2022. The University's Clamp Divinity School has announced plans to launch a Doctor of Philosophy in Preaching degree program beginning in the Fall semester 2022. The University Begins Construction on Trojan Football Operations Center. In preparation for the inaugural season of Trojan Football, the University began construction of its new Football Operations Center. Construction of the 45,000-square-foot facility is scheduled to conclude ahead of the 2023-2024 academic year. The first University Trojan Football season is scheduled to begin in 2024. The University is an NCAA Division II program within the South Atlantic Conference (SAC.)	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$13,174,447	ExpenseAmt
Revenue	$17,228,744	RevenueAmt
Desc	Auxiliary enterprises exist to furnish goods or services to students, faculty, staff, or incidentally to the general public. Fees charged for auxiliary enterprises are priced to offset the cost of the goods or services provided. The distinguishing characteristic of auxiliary enterprises is that they are managed as an essentially self-supporting activity. Auxiliary enterprises revenue includes activities for student housing and dining facilities.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$77,896	ExpenseAmt
Revenue	$1,948,256	RevenueAmt
Desc	Other Program Revenue includes but is not limited to commissions from sales of student related items, Perkins debt service, ticket sales for athletic and theatre events, and magazine subscription revenue.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$108,127,207	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	Yes (1)	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	Yes (1)	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	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	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	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	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	Yes (1)	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	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	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	0	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	5096	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	1555	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	24	GoverningBodyVotingMembersCnt
Independent Voting Member	24	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	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AZ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DE	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	HI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ID	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	LA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ME	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ND	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NE	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	RI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TX	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Kristie Cole VP Finance and CFO	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8642312468	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	316 Boulevard	AddressLine1Txt
City	Anderson	CityNm
State Abbreviation	SC	StateAbbreviationCd
ZIP	29621	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (40 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
Mary Anne Bunton
Trustee (part year), Chair	1.00	Yes (X)	Yes (X)	$0	$0	$0
Donald Harper
Chair (part year)	1.00	Yes (X)	Yes (X)	$0	$0	$0
Mr Anthony Jones
Secretary (part year), Vice Chair	1.00	Yes (X)	Yes (X)	$0	$0	$0
Tricia Quarterman
Vice Chair (part year)	1.00	Yes (X)	Yes (X)	$0	$0	$0
Mr Shawn McGee
Trustee (part year), Secretary	1.00	Yes (X)	Yes (X)	$0	$0	$0
Hughlyn H Burgess
Trustee	1.00	Yes (X)		$0	$0	$0
Dr Robert Winburn
Trustee	1.00	Yes (X)		$0	$0	$0
Dr Benjamin W Littlejohn Jr
Trustee	1.00	Yes (X)		$0	$0	$0
Dr Roy B Jeffcoat
Trustee	1.00	Yes (X)		$0	$0	$0
Mr C Nakia Davis
Trustee	1.00	Yes (X)		$0	$0	$0
Rev Rod Elliott
Trustee	1.00	Yes (X)		$0	$0	$0
Rev Alex D Henderson
Trustee	1.00	Yes (X)		$0	$0	$0
Mr Danny Walker
Trustee	1.00	Yes (X)		$0	$0	$0
Leonard Brown
Trustee	1.00	Yes (X)		$0	$0	$0
Ed Carney
Trustee	1.00	Yes (X)		$0	$0	$0
Gerald Caskey
Trustee	1.00	Yes (X)		$0	$0	$0
D Rodney Back
Trustee	1.00	Yes (X)		$0	$0	$0
Dr Jack E Shaw
Trustee	1.00	Yes (X)		$0	$0	$0
Rev Ed Stewart
Trustee	1.00	Yes (X)		$0	$0	$0
Michael S Wilson
Trustee	1.00	Yes (X)		$0	$0	$0
Margaret Wooten
Trustee	1.00	Yes (X)		$0	$0	$0
George Wyatt
Trustee	1.00	Yes (X)		$0	$0	$0
David Walker
Trustee	1.00	Yes (X)		$0	$0	$0
Joel Davis
Trustee	1.00	Yes (X)		$0	$0	$0
Nancy Campbell
Trustee	1.00	Yes (X)		$0	$0	$0
Mary J Hyman
Trustee	1.00	Yes (X)		$0	$0	$0
Charles Freeman
Trustee (part year)	1.00	Yes (X)		$0	$0	$0
Donald Wilton
Trustee (part year)	1.00	Yes (X)		$0	$0	$0
Chuck Sanders
Trustee (part year)	1.00	Yes (X)		$0	$0	$0
Dr Evans P Whitaker
President	60.00		Yes (X)	$571,736	$0	$98,833
David Omar Rashed
Sr VP Administration & Brand	40.00		Yes (X)	$191,442	$0	$45,997
James Wayne Landrith
Sr VP Development/Pres. Affairs	40.00		Yes (X)	$197,474	$0	$38,006
Reginald Gay
VP and University Counsel	40.00		Yes (X)	$184,696	$0	$31,065
Kristie Cole
VP Finance and CFO	40.00		Yes (X)	$140,371	$0	$27,939
Ryan Neal
Provost	40.00			$165,075	$0	$47,431	Yes (X)
Martha Hinman
Professor Physical Therapy	40.00			$196,651	$0	$27,656		Yes (X)
Anthony Guiseppi-Elie
Dean-College of Engineering	40.00			$191,440	$0	$24,145		Yes (X)
Steven Nail
Dean-College of Business	40.00			$170,659	$0	$39,493		Yes (X)
Ben Deaton
VP for the Office of TOLI	40.00			$147,330	$0	$11,775		Yes (X)
Pamela Ross
VP for Enrollment Management	40.00			$132,491	$0	$24,060		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,289,365	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$416,400	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	34	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
AVI Foodsystems
2590 Elm Road North East	Warren	OH	44438	Dining Services	$6,439,546
JDavis Construction
109 Nunnally Road	Anderson	SC	29625	Construction	$3,791,660
Deluxe Athletics Inc
80 Scott Drive	Marietta	GA	30067	Construction	$2,637,123
Budd Group
PO Box 890856	Charlotte	NC	28289	Landscaping	$2,429,201
Lock Step Technology Group
PO Box 932094	Atlanta	GA	31193	IT Networking	$667,395

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	15	CntrctRcvdGreaterThan100KCnt
Fundraising	$61,040	FundraisingAmt
Related Organizations	$1,357,608	RelatedOrganizationsAmt
Government Grants	$5,295,905	GovernmentGrantsAmt
All Other Contributions	$5,014,581	AllOtherContributionsAmt
Noncash Contributions	$149,096	NoncashContributionsAmt
Total Contributions	$11,729,134	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Student instruction	611710	$93,683,972	$93,683,972
Auxiliary enterprises	611710	$17,228,744	$17,228,744

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,887,551	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,887,551	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$112,800,267	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,960,922	TotalRevenueColumnAmt
Exclusion	$1,960,922	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,950	TotalRevenueColumnAmt
Exclusion	$4,950	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$98,833	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$58,025	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$40,808	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$40,808	TotalRevenueColumnAmt
Exclusion	$40,808	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$33,328,950	SecuritiesAmt
Other	$67,640	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$29,721,732	SecuritiesAmt
Other	$74,296	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$3,607,218	SecuritiesAmt
Other	-$6,656	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,600,562	TotalRevenueColumnAmt
Exclusion	$3,600,562	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$38,422	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$61,040	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$52,744	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$14,322	TotalRevenueColumnAmt
Exclusion	-$14,322	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
Sponsorships	541800	$35,300	$35,300
Advertising	511120	$25,405	$25,405

Field	Value	IRS element (for citing)
Other Revenue Total	$60,705	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$130,183,026	TotalRevenueColumnAmt
Related Or Exempt Func Income	$112,800,267	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$60,705	UnrelatedBusinessRevenueAmt
Exclusion	$5,592,920	ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$43,949,186	TotalAmt
Program Services	$43,949,186	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,793,824	TotalAmt
Program Services	$216,676	ProgramServicesAmt
Management And General	$1,343,879	ManagementAndGeneralAmt
Fundraising	$233,269	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$297,452	TotalAmt
Program Services	$297,452	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$33,076,302	TotalAmt
Program Services	$29,727,862	ProgramServicesAmt
Management And General	$2,761,805	ManagementAndGeneralAmt
Fundraising	$586,635	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$2,273,598	TotalAmt
Program Services	$2,157,684	ProgramServicesAmt
Management And General	$75,280	ManagementAndGeneralAmt
Fundraising	$40,634	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$3,180,952	TotalAmt
Program Services	$3,032,390	ProgramServicesAmt
Management And General	$79,107	ManagementAndGeneralAmt
Fundraising	$69,455	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$2,133,938	TotalAmt
Program Services	$1,853,731	ProgramServicesAmt
Management And General	$233,248	ManagementAndGeneralAmt
Fundraising	$46,959	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$17,897	TotalAmt
Management And General	$17,897	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$110,314	TotalAmt
Management And General	$110,314	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$87,383	TotalAmt
Fundraising	$87,383	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$265,652	TotalAmt
Management And General	$265,652	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$8,797,667	TotalAmt
Program Services	$6,200,307	ProgramServicesAmt
Management And General	$2,463,444	ManagementAndGeneralAmt
Fundraising	$133,916	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,388,861	TotalAmt
Program Services	$26,147	ProgramServicesAmt
Management And General	$2,357,483	ManagementAndGeneralAmt
Fundraising	$5,231	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,980,512	TotalAmt
Program Services	$1,216,932	ProgramServicesAmt
Management And General	$713,049	ManagementAndGeneralAmt
Fundraising	$50,531	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$4,176,495	TotalAmt
Program Services	$3,675,130	ProgramServicesAmt
Management And General	$398,526	ManagementAndGeneralAmt
Fundraising	$102,839	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$4,625,258	TotalAmt
Program Services	$4,062,550	ProgramServicesAmt
Management And General	$518,804	ManagementAndGeneralAmt
Fundraising	$43,904	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,997,257	TotalAmt
Program Services	$1,823,876	ProgramServicesAmt
Management And General	$153,817	ManagementAndGeneralAmt
Fundraising	$19,564	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$1,724,898	TotalAmt
Program Services	$1,677,945	ProgramServicesAmt
Fundraising	$46,953	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$6,286,625	TotalAmt
Program Services	$5,520,443	ProgramServicesAmt
Management And General	$611,708	ManagementAndGeneralAmt
Fundraising	$154,474	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$387,330	TotalAmt
Program Services	$76,134	ProgramServicesAmt
Management And General	$311,196	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	Bad debt expense	Desc
Total	$178,247	TotalAmt
Management And General	$178,247	ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,459,115	TotalAmt
Program Services	$2,612,762	ProgramServicesAmt
Management And General	$843,035	ManagementAndGeneralAmt
Fundraising	$3,318	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$123,188,763	TotalAmt
Program Services	$108,127,207	ProgramServicesAmt
Management And General	$13,436,491	ManagementAndGeneralAmt
Fundraising	$1,625,065	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$31,394,716	BOYAmt
EOY	$4,119,821	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
EOY	$63,880,761	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$8,194,079	BOYAmt
EOY	$5,432,276	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$3,841,984	BOYAmt
EOY	$10,284,907	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$615,675	BOYAmt
EOY	$679,444	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$181,076,623	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$54,072,678	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$108,546,966	BOYAmt
EOY	$127,003,945	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$53,668,225	BOYAmt
EOY	$50,821,704	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$730,418	BOYAmt
EOY	$954,495	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$1,344,224	BOYAmt
EOY	$1,232,492	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$5,734,942	BOYAmt
EOY	$5,464,135	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$214,071,229	BOYAmt
EOY	$269,873,980	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$7,664,401	BOYAmt
EOY	$7,969,463	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$4,304,368	BOYAmt
EOY	$4,381,944	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$23,978,150	BOYAmt
EOY	$22,306,901	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$143,147	BOYAmt
EOY	$195,530	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$6,256,320	BOYAmt
EOY	$65,402,404	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$6,196,936	BOYAmt
EOY	$5,620,995	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$48,543,322	BOYAmt
EOY	$105,877,237	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	$125,508,483	BOYAmt
EOY	$122,783,834	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$40,019,424	BOYAmt
EOY	$41,212,909	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$165,527,907	BOYAmt
EOY	$163,996,743	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$214,071,229	BOYAmt
EOY	$269,873,980	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$6,994,263	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$8,203,671	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$321,756	OtherChangesInNetAssetsAmt
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)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

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	$4,243,231	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,919,145	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,902,925	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$18,634,711	CurrentTaxYearMinus1YearAmt
Current Tax Year	$11,729,134	CurrentTaxYearAmt
Total	$45,429,146	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,243,231	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,919,145	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,902,925	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$18,634,711	CurrentTaxYearMinus1YearAmt
Current Tax Year	$11,729,134	CurrentTaxYearAmt
Total	$45,429,146	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$734,792	SubstantialContributorsTotAmt
Public Support Total170	$44,694,354	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,548,238	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,115,925	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,869,989	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,207,406	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,064,705	CurrentTaxYearAmt
Total	$8,806,263	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$54,235,409	TotalSupportAmt
Gross Receipts Rltd Activities	$486,360,603	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.82410	PublicSupportCY170Pct
Public Support PY170	0.78230	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule A, Part II:	FormAndLineReferenceDesc
Explanation	The organization is a school as described under 170(b)(1)(A)(ii) and is not required to complete a public support schedule. Schedule A, Part II is completed to verify the School can qualify under public charity status section 170(b)(1)(A)(vi) and, therefore, qualifies to use the first listed special rule for Schedule B reporting.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Preservation Public Use	Yes (X)	PreservationPublicUseInd
Protection Natural Habitat	Yes (X)	ProtectionNaturalHabitatInd
Total Easements	1	TotalEasementsCnt
Total Acreage	182.15	TotalAcreageCnt
Historic Structure Easements	0	HistoricStructureEasementsCnt
Historic Strctr Easements Aftr	0	HistoricStrctrEasementsAftrCnt
Modified Easements	0	ModifiedEasementsCnt
States Easements Held	1	StatesEasementsHeldCnt
Written Policy Monitoring	Yes (1)	WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement	0.00	StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement	$4,141	ExpensesIncurredEnforcementAmt

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$13,650	RevenuesIncludedAmt
Assets Included	$928,163	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd
Agent Trustee Etc	0	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (1)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$28,272,734	BeginningYearBalanceAmt
Contributions	$625,925	ContributionsAmt
Investment Earnings Or Losses	-$1,799,167	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,003,274	GrantsOrScholarshipsAmt
Other Expenditures	$23,388	OtherExpendituresAmt
End Year Balance	$26,072,830	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$23,508,871	BeginningYearBalanceAmt
Contributions	$439,096	ContributionsAmt
Investment Earnings Or Losses	$4,717,057	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$370,945	GrantsOrScholarshipsAmt
Other Expenditures	$21,345	OtherExpendituresAmt
End Year Balance	$28,272,734	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$22,549,972	BeginningYearBalanceAmt
Contributions	$986,934	ContributionsAmt
Investment Earnings Or Losses	$708,925	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$736,960	GrantsOrScholarshipsAmt
End Year Balance	$23,508,871	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$22,932,350	BeginningYearBalanceAmt
Contributions	$437,374	ContributionsAmt
Investment Earnings Or Losses	-$170,381	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$649,371	GrantsOrScholarshipsAmt
End Year Balance	$22,549,972	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$21,745,321	BeginningYearBalanceAmt
Contributions	$416,708	ContributionsAmt
Investment Earnings Or Losses	$1,423,398	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$653,077	GrantsOrScholarshipsAmt
End Year Balance	$22,932,350	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.02067	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.97933	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (1)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (1)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$46,265	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$10,391,895	OtherCostOrOtherBasisAmt
Book Value	$10,438,160	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$135,489,175	OtherCostOrOtherBasisAmt
Depreciation	$41,803,427	DepreciationAmt
Book Value	$93,685,748	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,041,919	OtherCostOrOtherBasisAmt
Depreciation	$471,219	DepreciationAmt
Book Value	$570,700	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$19,245,279	OtherCostOrOtherBasisAmt
Depreciation	$11,798,032	DepreciationAmt
Book Value	$7,447,247	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$14,862,090	OtherCostOrOtherBasisAmt
Book Value	$14,862,090	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$127,003,945	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
Student deposits	$13,100
Funds held in federal loan programs	$1,250,978
Interest rate swap	$110,932
Health insurance liability	$716,346
Capital lease obligation	$3,203,429
Annuities payable	$326,210

Field	Value	IRS element (for citing)
Total Liability	$5,620,995	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part II, Line 9:	A balance sheet account tracks changes in the conservation.
Part III, Line 4:	Capitalized collection items consist of artwork, memorabilia, and books which are on display in various locations on the campus. The collections enhance the education environment on the campus.
Part IV, Line 2b:	Funds held for student groups, clubs, and activities.
Part V, Line 4:	The intended use of the organization's endowment is primarily scholarships with a few teaching chairs and library.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule E, Part I, Line 3

The University currently enrolls students of racial minority groups in meaningful numbers consistent with the publicity exception found in Rev. Proc. 75-50 section 4.03(2)(b). The University's nondiscriminatory policy is clearly communicated with prospective students through the application for admissions. The University's Statement of Non-Discrimination is also included in Anderson University's catalog which is available online at the following website: http://catalog.andersonuniversity.edu/index.php

Schedule E, Part I, Line 6

Anderson University received federal awards restricted for financial aid. The monies are awarded through three federal programs: Pell Grant, Federal Supplemental Educational Opportunity Grant, and Federal Work Study. The University also received financial assistance from the Higher Education Emergency Relief Funds (HEERF) as part of the CARES Act.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean	Investments	$954,495
Europe (Including Iceland & Greenland)	Program Services	$1,028	Marketing University Branding Communications
North America	Program Services	$14,471	Marketing University Branding Communication
Sub-Saharan Africa	Program Services	$2,500	Faculty Development

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	$972,494	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$972,494	TotalSpentAmt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part III Accounting Method:
Part IV, Lines 1 & 3	The University has ownership in foreign investments as indicated in Schedule F, Part I. The University analyzed its ownership in foreign organizations and has determined that it does not meet the reporting thresholds for Form 5471 or Form 926.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
Allegiance Fundraising LLC
PO Box 9132	Fargo	ND	58106	Fundraising consultant and mailings	0	$0	$60,333	-$60,333
Franklin Page
85 Meece Bridge Road	Taylors	SC	29687	Fundraising consultant	0	$0	$25,177	-$25,177
Mongoose Research
6506 East Quaker Street Suite 202	Orchard Park	NY	14127	Texting Contractor	0	$0	$5,800	-$5,800
Encoura LLC
75 Remittance Drive Department 1020	Chicago	IL	60675	Fundraising consultant	0	$0	$14,000	-$14,000
Shift Marketing Studio
1737 Union Street Suite 203	Schenectaday	NY	12309	Fundraising consultant	0	$0	$7,250	-$7,250

Field	Value	IRS element (for citing)
Total Retained By Contractors	$112,560	TotalRetainedByContractorsAmt
Total Net To Organization	-$112,560	TotalNetToOrganizationAmt
Licensed States	AK	LicensedStatesCd
Licensed States	AL	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	AZ	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	DC	LicensedStatesCd
Licensed States	DE	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	IA	LicensedStatesCd
Licensed States	ID	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	IN	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	LA	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	MT	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	NE	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NV	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	SD	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	TX	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	VT	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WI	LicensedStatesCd
Licensed States	WV	LicensedStatesCd
Licensed States	WY	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	VIP Golf Tournament 2022	Event1Nm
Gross Receipts Event1	$67,000	GrossReceiptsEvent1Amt
Charitable Contri Event1	$39,955	CharitableContriEvent1Amt
Gross Revenue Event1	$27,045	GrossRevenueEvent1Amt
Cash Prizes Event1	$3,525	CashPrizesEvent1Amt
Non Cash Prizes Event1	$9,540	NonCashPrizesEvent1Amt
Food And Beverage Event1	$4,280	FoodAndBeverageEvent1Amt
Entertainment Event1	$9,700	EntertainmentEvent1Amt
Other Direct Expenses Event1	$1,720	OtherDirectExpensesEvent1Amt
Event2	President's Gala	Event2Nm
Gross Receipts Event2	$27,500	GrossReceiptsEvent2Amt
Charitable Contri Event2	$21,085	CharitableContriEvent2Amt
Gross Revenue Event2	$6,415	GrossRevenueEvent2Amt
Food And Beverage Event2	$6,415	FoodAndBeverageEvent2Amt
Other Direct Expenses Event2	$7,775	OtherDirectExpensesEvent2Amt
Gross Receipts Total	$94,500	GrossReceiptsTotalAmt
Charitable Contributions Tot	$61,040	CharitableContributionsTotAmt
Gross Revenue Total Events	$33,460	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$3,525	CashPrizesTotalEventsAmt
Non Cash Prizes Total Events	$9,540	NonCashPrizesTotalEventsAmt
Food And Beverage Total Events	$10,695	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$9,700	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$9,495	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$42,955	DirectExpenseSummaryEventsAmt
Net Income Summary	-$9,495	NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule G, Part I, Line 2b, column (iv):	FormAndLineReferenceDesc
Explanation	The professional fundraising services were consulting in nature. No gross receipts were directly generated from the services provided.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
Scholarships	3009	$40,866,787
HEERF awards	2181	$3,082,399

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I, Line 2:	FormAndLineReferenceDesc
Explanation	The Office of Financial Aid and Scholarships at Anderson University requires students to complete the Free Application for Federal Student Aid (FAFSA) form to determine eligibility for federal, state and institutional grants, scholarships and loans. This is an equitable formula that measures all assets consistently. In addition to this form, the University does require some other guidelines in the event that funds are offered based upon certain academic credentials or performance in a University sponsored activity or athletic event. These credentials are clearly stated in the University catalog and the University website. Enrollment and eligibility are monitored by the University to ensure students remain eligible for funds awarded. No cash changes hands, and funds are directly tied to student accounts.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	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 (11 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Dr Evans P Whitaker
President	$533,240	$0	$0	$0	$38,496	$0	$46,900	$0	$52,422	$0	$671,058	$0	$0	$0
David Omar Rashed
Sr VP Administration & Brand	$191,021	$0	$0	$0	$421	$0	$16,392	$0	$29,985	$0	$237,819	$0	$0	$0
James Wayne Landrith
Sr VP Development/Pres. Affairs	$196,246	$0	$0	$0	$1,228	$0	$16,392	$0	$22,061	$0	$235,927	$0	$0	$0
Martha Hinman
Professor Physical Therapy	$193,350	$0	$0	$0	$3,301	$0	$15,848	$0	$12,226	$0	$224,725	$0	$0	$0
Reginald Gay
VP and University Counsel	$183,395	$0	$0	$0	$1,301	$0	$15,280	$0	$16,160	$0	$216,136	$0	$0	$0
Anthony Guiseppi-Elie
Dean-College of Engineering	$188,873	$0	$0	$0	$2,567	$0	$15,276	$0	$9,244	$0	$215,960	$0	$0	$0
Ryan Neal
Provost	$165,075	$0	$0	$0	$0	$0	$14,576	$0	$33,029	$0	$212,680	$0	$0	$0
Steven Nail
Dean-College of Business	$169,183	$0	$0	$0	$1,476	$0	$14,383	$0	$25,508	$0	$210,550	$0	$0	$0
Kristie Cole
VP Finance and CFO	$139,842	$0	$0	$0	$529	$0	$11,804	$0	$16,505	$0	$168,680	$0	$0	$0
Ben Deaton
VP for the Office of TOLI	$147,193	$0	$0	$0	$137	$0	$11,775	$0	$365	$0	$159,470	$0	$0	$0
Pamela Ross
VP for Enrollment Management	$131,307	$0	$0	$0	$1,184	$0	$10,994	$0	$13,427	$0	$156,912	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Part I, Line 1a

Housing Allowance & Personal Services: As a condition of employment, and as a convenience to the University, the President is provided a home on University grounds. The University also provides grounds care and housekeeping for the home since the President hosts functions for the University at his home. The home and personal services are provided as nontaxable benefits to the President. Social Club Dues: Dues paid for the President were considered a bona-fide business expense for networking opportunities beneficial to the institution. The portion of social club dues unrelated to personal use are a bona fide business expense, and are non-taxable. The portion of social club dues that are for personal use are taxable.

Part I, Line 4b

The University contributed $5,629 to a 457(f) plan on behalf of Dr. Evans P. Whitaker, President. Contributions as of 6/1/21 have not yet vested, once vested they will be treated as taxable compensation. End of Fiscal Year 2022 will be three years. June 2022 will be the three year vested period.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
South Carolina Jobs-Economic Development Authority
A	576000286	2014-12-04	$20,406,000	Construct facilities/dorms. Refund 8/26/04, 2/1/12, 5/9/12 bonds	0	0	0
South Carolina Jobs-Economic Development Authority
B	570960018	2015-03-03	$11,800,000	Construct student center	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$7,599,000	$20,406,000	$7,953,544	$12,452,456	2015	Yes (1)	0	Yes (1)	Yes (1)
B	$1,915,000	$11,800,000	$11,688,500	$111,500	2016	0	0	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd
A	0	0	0	0	0.00000	0.00000	0.00000	0	0	Yes (1)
B	0	0	Yes (1)	0	0.00000	0.00000	0.00000	0	0	Yes (1)	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
TD Bank
A	0	0	0	Yes (1)	Yes (1)	Yes (1)	11.000000000000	Yes (1)	0	0	0	Yes (1)
(no name)
B	0	0	0	Yes (1)	Yes (1)	0				0	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Date Rebate Computation Performed	FormAndLineReferenceDesc
Explanation	Issuer Name: South Carolina Jobs-Economic Development Authority Date the Rebate Computation was Performed: 08/01/2019 Issuer Name: South Carolina Jobs-Economic Development Authority Date the Rebate Computation was Performed: 03/01/2020	ExplanationTxt

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (4 entries)

Cash GrantCashGrantAmt	Type Of AssistanceTypeOfAssistanceTxt	Assistance PurposeAssistancePurposeTxt
$77,800	Institutional aid	Education
$38,200	Merit based assistance	Education
$10,270	Need based assistance	Education
$26,500	Federal UnSub (Not-need based)	Education

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
Cynthia Whitaker
Family member of Dr. Evans P. Whitaker, President	$91,699	Compensation and benefits	0
Tonya Landrith
Family member of Wayne Landrith, Senior Vice President	$43,362	Compensation and benefits	0
Sheryl Rashed
Family member of David Omar Rashed, Senior Vice President	$12,510	Compensation	0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	4	ContributionCnt
Noncash Contributions Rpt F990	$13,650	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Appraisal	MethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$1,400	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Fair market value	MethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$1,527	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Fair market value	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$3,929	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Selling Price	MethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$20,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Appraisal	MethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$16,450	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Fair market value	MethodOfDeterminingRevenuesTxt

Historical Artifacts HistoricalArtifactsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$4,500	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Fair market value	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	Other	4	$74,380	Cost
Yes (X)	Prizes/supplies/food	4	$11,707	Cost
Yes (X)	Musical Instrument	1	$1,553	Fair market value

Field	Value	IRS element (for citing)
Form8283 Received	18	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (1)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part I, Column (b):	The number of contributions represent the number of contributions received, not the number of items donated.
Part I, Line 32b:	The University used a non-related third party, Southmark Properties, Inc., to sell contributed real property.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section A, line 1a	The governing body has delegated broad authority to an executive committee. This committee is comprised of seven board members including the Chair, Vice Chair, and Secretary of the board. The executive committee has all power to act for the full board during the interim periods of the meetings of the Board, and all actions of the committee are binding on the full Board.
Form 990, Part VI, Section A, line 2	David Walker, Trustee, and Danny Walker, Trustee, have a family relationship.
Form 990, Part VI, Section A, line 7a	The governing body of Anderson University is vested in a Board of Trustees, elected by the South Carolina Baptist Convention in the manner and for the terms prescribed in the charter of the institution, in accordance with the action of the Convention. The South Carolina Baptist Convention is an association of cooperating churches which meets annually for two days to conduct Convention business. Each church that contributes to the Cooperative Program and adheres to the Baptist Faith and Message 2000 is allowed to send a delegation of messengers to the annual meeting. Messengers register in advance and credentials are issued (including voting ballots) to qualified messengers. The Messengers elect the trustees of Anderson University.
Form 990, Part VI, Section A, line 7b	Certain governance decisions are reserved to the Messengers of the South Carolina Baptist Convention, including: (1) the appointment and removal of members of the Board of Trust, (2) amendments to the articles of incorporation, (3) merger or dissolution of the corporation, and (4) the disposal of assets other than in the usual and regular course of the University's activities. Further, the Executive Board of the South Carolina Baptist Convention may approve amendments to the articles of incorporation other than an amendment changing the relationship between the University and the Convention.
Form 990, Part VI, Section B, line 11b	The Form 990 is prepared by an independent CPA firm. The Form 990 is then reviewed in detail by top management (Accountant, Controller, Executive Director, and VP Finance and CFO) at the University. After the review is completed, Form 990 is forwarded to the Executive Committee prior to filing with the IRS.
Form 990, Part VI, Section B, line 12c	Conflict of interest statements are signed annually by each board member, officer, and key employee. The signed statements are reviewed by the Executive Assistant to the President and by the President. If a conflict of interest arises during a meeting, the Board of Trustees member or the presiding officer identifies the conflict of interest, and the individual excuses themselves from discussion and vote on the matter. Transactions are monitored throughout the year by administration to ensure compliance is maintained.
Form 990, Part VI, Section B, line 15	Question 15a: The President's compensation is reviewed annually by an independent Executive Committee of the Board. A written evaluation is then completed and compared to other college Presidents at similar institutions. The compensation and related benefits provided are then approved by the full and independent board in the executive session. These deliberations are recorded in the corporate minutes. Question 15b: Annual written performance evaluations are conducted by the independent President, which becomes the basis for pay increases; the President considers comparable compensation for other similar qualified individuals. These deliberations are documented.
Form 990, Part VI, Section C, line 19	Anderson University makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.
Form 990, Part XI, line 9:	Change in value of split interest agreements -321,756.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
South Carolina Baptist Convention
190 Stoneridge Drive	Columbia	SC	29210	570360087	Convention of churches	SC	501(c)(3)	Line 1	N/A	0
The Baptist Foundation of South Carolina
190 Stoneridge Drive	Columbia	SC	29210	570348054	Institution of SCBC designated for the management of trust funds	SC	501(c)(3)	Line 1		0	South Carolina Baptist Convention
The Anderson Education Innovation and Research Foundation
316 Boulevard	Anderson	SC	29621		Support higher education institutions in South Carolina	SC	501(c)(3)	Line 12a, I		Yes (1)	Anderson University

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (10 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Share Of Total IncomeShareOfTotalIncomeAmt
Baptist Foundation- Anderson University Endowment 10154000
190 Stoneridge Drive	Columbia	SC	292108239	570348054	Endowment Trust	SC	Anderson University	T	$196,402	1.00000	Yes (1)
Baptist Foundation- Francis Marion Warden Scholarship Trust
190 Stoneridge Drive	Columbia	SC	292108239	570348054	Endowment Trust	SC	Anderson University	T	$31,184	1.00000	Yes (1)
Baptist Foundation- CH Branyon Endowment
190 Stoneridge Drive	Columbia	SC	292108239	570348054	Net Income Endowment Trust	SC	Anderson University	T	$75,571	1.00000	Yes (1)
Baptist Foundation- Lucille Talmadge Gaines Scholarship Fund
190 Stoneridge Drive	Columbia	SC	292108239	570348054	Endowment Trust	SC	Anderson University	T	$129,993	1.00000	Yes (1)
Baptist Foundation- Olin D Johnston Trust
190 Stoneridge Drive	Columbia	SC	292108239	570348054	Endowment Trust	SC	Anderson University	T	$270,909	1.00000	Yes (1)
Cliff and Barbara Satterwhite Scholarship Fund
190 Stoneridge Drive	Columbia	SC	292108239	570348054	Endowment Trust	SC	Anderson University	T	$25,779	1.00000	Yes (1)	$2,439
Charles T Edmonds Endowment
190 Stoneridge Drive	Columbia	SC	292108239	570348054	Endowment Trust	SC	Anderson University	T	$252,007	1.00000	Yes (1)	$1,131
Charitable Remainder Unitrust
					Charitable Remainder Unitrust	SC	Anderson University				Yes (1)
BB&T Bertha Fortune
PO Box 896825	Charlotte	NC	282896825	593482833	Irrevocable Trust	SC	Anderson University	T	$882,721	1.00000	Yes (1)
Stringer Foundation
1602 N Boulevard	Anderson	SC	29621	576022719	Endowment Trust	SC	Anderson University	T	$237,199	1.00000	Yes (1)	$24,819

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (1)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxt
Baptist Foundation- CH Branyon Endowment
S
BB&T Bertha Fortune
S
Charles T Edmonds Endowment
S
Baptist Foundation- Francis Marion Warden Scholarship Trust
S
Baptist Foundation- Olin D Johnston Trust
S