LINCOLN MEMORIAL UNIVERSITY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LINCOLN MEMORIAL UNIVERSITY (EIN 62-0479542)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-13
- IRS object ID
- 202511339349300926
- Schema version
- 2023v6.0
- 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 I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T08:58:06-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621690032 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RODEFER MOSS & CO PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 608 MABRY HOOD RD STE 300 | AddressLine1Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620479542 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINCOLN MEMORIAL UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LINC | BusinessNameControlTxt |
| Phone | 4238693611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6965 CUMBERLAND GAP PARKWAY | AddressLine1Txt |
| City | HARROGATE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37752 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON A MCCONNELL | PersonNm |
| Person Title | PRESEIDENT OF UNI | PersonTitleTxt |
| Phone | 4238696333 | PhoneNum |
| Signature | 2025-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY L VAN CLEVE | PreparerPersonNm |
| PTIN | P00236735 | PTIN |
| Phone | 8655830091 | PhoneNum |
| Preparation | 2025-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JASON A MCCONNELL | PrincipalOfficerNm |
| Gross Receipts | $259,107,894 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LMUNET.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1897 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | LINCOLN MEMORIAL UNIVERSITY IS A VALUES-BASED LEARNING COMMUNITY DEDICATED TO PROVIDING EDUCATIONAL EXPERIENCES IN THE LIBERAL ARTS AND PROFESSIONAL STUDIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 2383 | TotalEmployeeCnt |
| Total Volunteers | 53 | TotalVolunteersCnt |
| Total Gross UBI | -$16,763 | TotalGrossUBIAmt |
| PY Contributions Grants | $9,524,034 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,685,040 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $213,243,452 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $245,853,367 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,164,603 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,112,331 | CYInvestmentIncomeAmt |
| PY Other Revenue | $157,378 | PYOtherRevenueAmt |
| CY Other Revenue | $268,458 | CYOtherRevenueAmt |
| PY Total Revenue | $225,089,467 | PYTotalRevenueAmt |
| CY Total Revenue | $258,919,196 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $25,837,256 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $28,460,282 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $88,507,486 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $95,661,915 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,087,837 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $68,098,582 | PYOtherExpensesAmt |
| CY Other Expenses | $81,580,561 | CYOtherExpensesAmt |
| PY Total Expenses | $182,443,324 | PYTotalExpensesAmt |
| CY Total Expenses | $205,702,758 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $42,646,143 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $53,216,438 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $411,673,181 | TotalAssetsBOYAmt |
| Total Assets EOY | $472,809,880 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $129,887,600 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $132,519,176 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $281,785,581 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $340,290,704 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LINCOLN MEMORIAL UNIVERSITY IS A VALUES-BASED LEARNING COMMUNITY DEDICATED TO PROVIDING EDUCATIONAL EXPERIENCES IN THE LIBERAL ARTS AND PROFESSIONAL STUDIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $91,961,751 | ExpenseAmt |
| Grant | $28,460,282 | GrantAmt |
| Revenue | $142,594,953 | RevenueAmt |
| Desc | UNDERGRADUATE/GRADUATE PROGRAMS THE UNIVERSITY STRIVES TO GIVE STUDENTS A FOUNDATION FOR A MORE PRODUCTIVE LIFE BY UPHOLDING THE PRINCIPLES OF ABRAHAM LINCOLN'S LIFE: A DEDICATION TO INDIVIDUAL LIBERTY, RESPONSIBILITY, AND IMPROVEMENT; A RESPECT FOR CITIZENSHIP; RECOGNITION OF THE INTRINSIC VALUE OF HIGH MORAL AND ETHICAL STANDARDS; AND A BELIEF IN A PERSONAL GOD. THE UNIVERSITY IS COMMITTED TO TEACHING, RESEARCH, AND SERVICE. THE UNIVERSITY'S CURRICULUM AND COMMITMENT TO QUALITY INSTRUCTION AT EVERY LEVEL ARE BASED ON THE BELIEFS THAT GRADUATES MUST BE ABLE TO COMMUNICATE CLEARLY AND EFFECTIVELY IN AN ERA OF RAPIDLY AND CONTINUOUSLY EXPANDING COMMUNICATION TECHNOLOGY, MUST HAVE AN APPRECIABLE DEPTH OF LEARNING IN A FIELD OF KNOWLEDGE, MUST APPRECIATE AND UNDERSTAND THE VARIOUS WAYS BY WHICH WE COME TO KNOW OURSELVES AND THE WORLD AROUND US, AND MUST BE ABLE TO EXERCISE INFORMED JUDGEMENTS. THE UNIVERSITY BELIEVES THAT ONE OF THE MAJOR CORNERSTONES OF MEANINGFUL EXISTENCE IS SERVICE TO HUMANITY. BY MAKING EDUCATIONAL AND RESEARCH OPPORTUNITIES AVAILABLE TO STUDENTS WHERE THEY LIVE AND THROUGH VARIOUS RECREATIONAL AND CULTURAL EVENTS OPEN TO THE COMMUNITY, LINCOLN MEMORIAL UNIVERSITY SEEKS TO ADVANCE LIFE IN THE CUMBERLAND GAP AREA AND THROUGHOUT THE REGION THROUGH ITS TEACHING, RESEARCH, AND SERVICE MISSION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $57,079,708 | ExpenseAmt |
| Revenue | $88,507,212 | RevenueAmt |
| Desc | DEBUSK COLLEGE OF MEDICINE (DCOM) STATEMENT COMMITTED TO THE PREMISE THAT THE CORNERSTONE OF MEANINGFUL EXISTENCE IS SERVICE TO HUMANITY. THE MISSION OF LMU-DCOM IS ACHIEVED BY: TEACHING, RESEARCH, SERVICE, INCLUDING OSTEOPATHIC CLINICAL SERVICE AND STUDENT ACHIEVEMENT; NEEDS OF PEOPLE WITHIN THE APPALACHIAN REGION AND BEYOND; RURAL COMMUNITIES SUPPORTED BY SUPERIOR FACULTY AND TECHNOLOGY; CARE, DIVERSITY AND PUBLIC SERVICE AS AN ENDURING COMMITMENT TO RESPONSIBILITY AND HIGH ETHICAL STANDARDS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,513,285 | ExpenseAmt |
| Revenue | $14,751,202 | RevenueAmt |
| Desc | THE LINCOLN MEMORIAL UNIVERSITY-DUNCAN SCHOOL OF LAW BUILDS UPON A FOUNDATION THAT UPHOLDS THE PRINCIPLES OF ABRAHAM LINCOLNS LIFE: A DEDICATION TO INDIVIDUAL LIBERTY, RESPONSIBILITY, AND IMPROVEMENT; A RESPECT FOR CITIZENSHIP; RECOGNITION OF THE INTRINSIC VALUE OF HIGH MORAL AND ETHICAL STANDARDS; AND A BELIEF IN A PERSONAL GOD. THROUGH TEACHING, RESEARCH AND SERVICE, THE LINCOLN MEMORIAL UNIVERSITY-DUNCAN SCHOOL OF LAW WILL PREPARE GRADUATES: 1. WHO ARE COMMITTED TO THE PREMISE THAT THE CORNERSTONE OF MEANINGFUL EXISTENCE IS SERVICE TO HUMANITY; 2. WHO UNDERSTAND THEIR PROFESSIONAL RESPONSIBILITIES AS REPRESENTATIVES OF CLIENTS, OFFICERS OF THE COURTS, AND PUBLIC CITIZENS RESPONSIBLE FOR THE QUALITY AND AVAILABILITY OF JUSTICE UNDER THE LAW; AND 3. WHO HAVE AN UNDERSTANDING OF THE FUNDAMENTAL PRINCIPLES OF PUBLIC AND PRIVATE LAW, AN UNDERSTANDING OF THE NATURE, BASIS AND ROLE OF THE LAW AND ITS INSTITUTIONS, AND THE SKILLS OF LEGAL ANALYSIS AND WRITING, ISSUE RECOGNITION, REASONING, PROBLEM SOLVING, ORGANIZATION, AND ORAL AND WRITTEN COMMUNICATION NECESSARY TO PARTICIPATE EFFECTIVELY IN THE LEGAL PROFESSION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $158,554,744 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| 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 | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | 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 | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1498 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2383 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| 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 | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | 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 | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINCOLN MEMORIAL UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4238696314 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6965 CUMBERLAND GAP PARKWAY | AddressLine1Txt |
| City | HARROGATE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37752 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (64 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER LOYKE | ||||||||
| DEAN/CHIEF A | 40.00 | Yes (X) | $388,331 | $0 | $17,250 | |||
| DENISE TERESE-KOCH | ||||||||
| DEAN/CHIEF A | 40.00 | $353,656 | $0 | $17,278 | Yes (X) | |||
| ROBERT STUBBLEFIELD | ||||||||
| EXECUTIVE VP | 40.00 | Yes (X) | $344,544 | $0 | $15,986 | |||
| JODY GOINS | ||||||||
| EXEC VP FOR | 40.00 | Yes (X) | $328,558 | $0 | $15,225 | |||
| JASON A MCCONNELL | ||||||||
| PRESEIDENT O | 40.00 | Yes (X) | $297,552 | $0 | $12,148 | Yes (X) | ||
| LEAH SNODGRASS | ||||||||
| ASSOC PROF/P | 40.00 | $290,543 | $0 | $14,044 | Yes (X) | |||
| MARK BROWNE | ||||||||
| ASSIST DEAN | 40.00 | $303,474 | $0 | $0 | Yes (X) | |||
| STACY ANDERSON | ||||||||
| EXECUTIVE DE | 40.00 | Yes (X) | $286,337 | $0 | $13,855 | |||
| MATTHEW RICHARD LYON | ||||||||
| VP/DEAN OF L | 40.00 | Yes (X) | $285,143 | $0 | $12,843 | |||
| ANNE MARIE ZELLER | ||||||||
| ASSOCIATE PR | 40.00 | $290,125 | $0 | $0 | Yes (X) | |||
| JERRY WIETING | ||||||||
| SR ASSOC DEA | 40.00 | $273,910 | $0 | $12,688 | Yes (X) | |||
| ANYA COPE | ||||||||
| ASST PROF/IN | 40.00 | $264,903 | $0 | $13,235 | Yes (X) | |||
| GINA DEFRANCO | ||||||||
| ASSOC PROF/F | 40.00 | $259,521 | $0 | $12,050 | Yes (X) | |||
| ROY C YONTS | ||||||||
| ASSOC PROF/F | 40.00 | $257,407 | $0 | $12,402 | Yes (X) | |||
| TEANNA MOORE | ||||||||
| ASSISTANT PR | 40.00 | $256,422 | $0 | $11,550 | Yes (X) | |||
| JEFFREY MARTIN | ||||||||
| ASSOCIATE PR | 40.00 | $251,363 | $0 | $11,500 | Yes (X) | |||
| CASSI JONES | ||||||||
| ASST DEAN | 40.00 | $248,375 | $0 | $8,000 | Yes (X) | |||
| DEBRA MOYERS | ||||||||
| VP OF FINANC | 40.00 | Yes (X) | $245,216 | $0 | $9,469 | |||
| JEFFREY CHESNUT | ||||||||
| ASSOC PROF O | 40.00 | $237,900 | $0 | $11,602 | Yes (X) | |||
| PAULA ARCHER | ||||||||
| ASST PROF | 40.00 | $236,823 | $0 | $0 | Yes (X) | |||
| GAYLE HAMANN | ||||||||
| ASSOC PROF/C | 40.00 | $224,699 | $0 | $10,880 | Yes (X) | |||
| RANDALL EVANS | ||||||||
| ASSOC DEAN/E | 40.00 | $218,084 | $0 | $10,478 | Yes (X) | |||
| QI WANG | ||||||||
| ASSOC DEAN | 40.00 | $217,029 | $0 | $10,367 | Yes (X) | |||
| KIMBERLY CARNEY | ||||||||
| DEAN OF VET | 40.00 | $215,634 | $0 | $10,314 | Yes (X) | |||
| MITCHELL MOSES | ||||||||
| ASSOC DEAN C | 40.00 | $214,729 | $0 | $10,269 | Yes (X) | |||
| TAMMY DEAN | ||||||||
| ASSOC PROF/N | 40.00 | $210,875 | $0 | $10,118 | Yes (X) | |||
| DOUGLAS PEARSALL WESTON | ||||||||
| ASSISTANT PR | 40.00 | $211,590 | $0 | $6,630 | Yes (X) | |||
| PAULA MIKSA | ||||||||
| ASSOC PROF/P | 40.00 | $206,666 | $0 | $8,747 | Yes (X) | |||
| SYDNEY BECKMAN | ||||||||
| PROFESSOR OF | 40.00 | $202,441 | $0 | $9,624 | Yes (X) | |||
| CRYSTAL HUNNICUTT | ||||||||
| DIR/NURSE AN | 40.00 | $199,775 | $0 | $9,580 | Yes (X) | |||
| SHERRY JIMENEZ | ||||||||
| SR. ASSOC DE | 40.00 | $199,033 | $0 | $9,522 | Yes (X) | |||
| MARY SPEICHER | ||||||||
| DEAN OF CLIN | 40.00 | $206,696 | $0 | $1,644 | Yes (X) | |||
| AMY PECK | ||||||||
| CHIEF HR OFF | 40.00 | Yes (X) | $156,073 | $0 | $7,399 | |||
| DAVID LAWS | ||||||||
| VP OF FACILI | 40.00 | Yes (X) | $146,720 | $0 | $6,762 | |||
| MICHAEL DISNEY | ||||||||
| CHIEF TECHNO | 40.00 | Yes (X) | $145,086 | $0 | $6,849 | |||
| FRANK WOODWARD | ||||||||
| VP OF UNIV. | 40.00 | Yes (X) | $118,564 | $0 | $5,417 | |||
| ROGER BALL | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ARTHUR BRILL | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| GARY BURCHETT | ||||||||
| SECOND VICE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JERRY BURNETTE | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| AUTRY OV DEBUSK | ||||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| BRIAN C DEBUSK | ||||||||
| FIRST VICE C | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| NICOLE DEBUSK | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| FREDERICK FIELDS | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT FINLEY | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| RICHARD GILLEPIE | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| EUGENE C HESS | ||||||||
| FORMER UNI P | 40.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| CHARLES HOLLAND | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| SAM MARS III | ||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JAMES JORDAN | ||||||||
| THIRD VICE C | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| TERRY LEE | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| TIMOTHY MATTHEWS | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ALAN NEELY | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DOROTHY NEELY | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MARK PADGETT | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| NOAH PATTON | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| TODD PILLION | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| KENNETH RANKIN | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CARROLL ROSE | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JAMES JAY SHOFFNER | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JOSEPH SMIDDY | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| E STEVEN WARD | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHELE WILSON | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JERRY ZILLION | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,793,797 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $355,725 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 212 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FISHER TOUSEY LEAS & BALL PA | |||||
| 818 A1A N 104 | POINTE VEDRA BEACH | FL | 32082 | LEGAL | $4,666,404 |
| CHARTWELLS DINING SERVICES | |||||
| 2400 YORKMONT ROAD | CHARLOTTE | NC | 28217 | CATERING | $3,710,202 |
| CDW LLC | |||||
| 200 N MILWAUKEE AVE | VERNON HILLS | IL | 60061 | TECHNOLOGY | $2,483,227 |
| POWELL VALLEY ELECTRIC CO-OP | |||||
| PO BOX 1528 | NEW TAZEWELL | TN | 37824 | UTILITIES | $1,978,489 |
| BROTHER'S PLUMBING AND ELECTRIC | |||||
| 147 HARROGATE INDUSTRIAL DR | HARROGATE | TN | 37752 | CONTRACTOR | $1,698,836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 153 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,743,620 | GovernmentGrantsAmt |
| All Other Contributions | $5,941,420 | AllOtherContributionsAmt |
| Noncash Contributions | $45,705 | NoncashContributionsAmt |
| Total Contributions | $9,685,040 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $231,865,926 | $231,865,926 |
| AUXILIARY ENTERPRISES | 611600 | $11,385,652 | $11,385,652 |
| OTHER OPERATING REVENUES | 611600 | $2,601,789 | $2,601,789 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $245,853,367 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,884,176 | TotalRevenueColumnAmt |
| Exclusion | $2,884,176 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $169,594 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $169,594 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $169,594 | TotalRevenueColumnAmt |
| Exclusion | $169,594 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $392,603 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $164,448 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $228,155 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $228,155 | TotalRevenueColumnAmt |
| Exclusion | $228,155 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $7,487 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $24,250 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,763 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$16,763 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WATER RIGHTS | Desc |
| Business | 212000 | BusinessCd |
| Total Revenue Column | $115,627 | TotalRevenueColumnAmt |
| Exclusion | $115,627 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $115,627 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $258,919,196 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $245,853,367 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$16,763 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,397,552 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,460,282 | TotalAmt |
| Program Services | $28,460,282 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,659,569 | TotalAmt |
| Management And General | $2,659,569 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,092,654 | TotalAmt |
| Program Services | $62,169,500 | ProgramServicesAmt |
| Management And General | $13,013,749 | ManagementAndGeneralAmt |
| Fundraising | $909,405 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,525,188 | TotalAmt |
| Program Services | $1,678,902 | ProgramServicesAmt |
| Management And General | $822,610 | ManagementAndGeneralAmt |
| Fundraising | $23,676 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,807,636 | TotalAmt |
| Program Services | $5,855,863 | ProgramServicesAmt |
| Management And General | $2,869,193 | ManagementAndGeneralAmt |
| Fundraising | $82,580 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,576,868 | TotalAmt |
| Program Services | $3,707,848 | ProgramServicesAmt |
| Management And General | $1,816,732 | ManagementAndGeneralAmt |
| Fundraising | $52,288 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,244,880 | TotalAmt |
| Program Services | $10,216,640 | ProgramServicesAmt |
| Management And General | $2,985,772 | ManagementAndGeneralAmt |
| Fundraising | $42,468 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,358,219 | TotalAmt |
| Program Services | $118,765 | ProgramServicesAmt |
| Management And General | $2,233,287 | ManagementAndGeneralAmt |
| Fundraising | $6,167 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,217,715 | TotalAmt |
| Program Services | $803,608 | ProgramServicesAmt |
| Management And General | $334,010 | ManagementAndGeneralAmt |
| Fundraising | $80,097 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,663,608 | TotalAmt |
| Program Services | $4,060,763 | ProgramServicesAmt |
| Management And General | $1,522,817 | ManagementAndGeneralAmt |
| Fundraising | $80,028 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,829,841 | TotalAmt |
| Program Services | $1,164,996 | ProgramServicesAmt |
| Management And General | $2,558,982 | ManagementAndGeneralAmt |
| Fundraising | $105,863 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,231,027 | TotalAmt |
| Program Services | $1,231,027 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,848,280 | TotalAmt |
| Program Services | $9,929,109 | ProgramServicesAmt |
| Management And General | $3,723,492 | ManagementAndGeneralAmt |
| Fundraising | $195,679 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,734,175 | TotalAmt |
| Program Services | $44,155 | ProgramServicesAmt |
| Management And General | $1,690,020 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CLINICAL ROTATION FEES | $14,752,964 | $14,752,964 | ||
| SUPPORT SERVICES | $12,287,184 | $7,971,351 | $3,836,693 | $479,140 |
| FOOD SERVICES | $3,335,553 | $239,253 | $3,096,300 | |
| EQUIPMENT AND SUPPLIES | $2,850,605 | $1,679,421 | $1,158,938 | $12,246 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,226,510 | TotalAmt |
| Program Services | $4,470,297 | ProgramServicesAmt |
| Management And General | $738,013 | ManagementAndGeneralAmt |
| Fundraising | $18,200 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,702,758 | TotalAmt |
| Program Services | $158,554,744 | ProgramServicesAmt |
| Management And General | $45,060,177 | ManagementAndGeneralAmt |
| Fundraising | $2,087,837 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,439,171 | BOYAmt |
| EOY | $45,172,983 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,086,012 | BOYAmt |
| EOY | $40,877,619 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,634,380 | BOYAmt |
| EOY | $6,475,857 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $449,178 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,597 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,776,852 | BOYAmt |
| EOY | $3,764,491 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $450,867,331 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $141,011,159 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,259,996 | BOYAmt |
| EOY | $309,856,172 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,890,551 | BOYAmt |
| EOY | $57,780,098 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $436,228 | BOYAmt |
| EOY | $1,190,552 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $902,997 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,700,813 | BOYAmt |
| EOY | $6,784,514 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $411,673,181 | BOYAmt |
| EOY | $472,809,880 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,649,185 | BOYAmt |
| EOY | $11,929,684 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,199,813 | BOYAmt |
| EOY | $18,897,033 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,680,447 | BOYAmt |
| EOY | $1,693,747 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,980,557 | BOYAmt |
| EOY | $91,177,166 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,377,598 | BOYAmt |
| EOY | $8,821,546 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,887,600 | BOYAmt |
| EOY | $132,519,176 | 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 | $222,932,718 | BOYAmt |
| EOY | $276,696,473 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,852,863 | BOYAmt |
| EOY | $63,594,231 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,785,581 | BOYAmt |
| EOY | $340,290,704 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $411,673,181 | BOYAmt |
| EOY | $472,809,880 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $53,216,438 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,508,831 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$220,146 | InvestmentExpenseAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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) |
|---|---|---|
| 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 | $50,647,714 | BeginningYearBalanceAmt |
| Contributions | $1,466,914 | ContributionsAmt |
| Investment Earnings Or Losses | $4,716,695 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,685,801 | OtherExpendituresAmt |
| End Year Balance | $55,145,522 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,282,346 | BeginningYearBalanceAmt |
| Contributions | $739,057 | ContributionsAmt |
| Investment Earnings Or Losses | $2,819,434 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,601,362 | OtherExpendituresAmt |
| End Year Balance | $50,647,714 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,220,171 | BeginningYearBalanceAmt |
| Contributions | $707,559 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,881,801 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,535,461 | OtherExpendituresAmt |
| End Year Balance | $48,282,346 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,333,768 | BeginningYearBalanceAmt |
| Contributions | $1,185,236 | ContributionsAmt |
| Investment Earnings Or Losses | $9,985,172 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,284,005 | OtherExpendituresAmt |
| End Year Balance | $51,220,171 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,240,379 | BeginningYearBalanceAmt |
| Contributions | $3,477,547 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,679,010 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,705,149 | OtherExpendituresAmt |
| End Year Balance | $41,333,767 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20440 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.79560 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $6,836,638 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $6,489,729 | OtherCostOrOtherBasisAmt |
| Book Value | $13,326,367 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $44,874 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $237,045,709 | OtherCostOrOtherBasisAmt |
| Depreciation | $64,960,797 | DepreciationAmt |
| Book Value | $172,129,786 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $85,024,225 | OtherCostOrOtherBasisAmt |
| Depreciation | $67,073,085 | DepreciationAmt |
| Book Value | $17,951,140 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $115,426,156 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,977,277 | DepreciationAmt |
| Book Value | $106,448,879 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $309,856,172 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE LIABILITES | $6,784,514 |
| STUDENT DEPOSITS | $1,870,627 |
| ANNUITIES PAYABLE | $166,403 |
| FEDERAL ADVANCES STUD. LOANS | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,821,546 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $264,232,131 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,508,831 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $5,508,831 | RevenueNotReportedAmt |
| Revenue Subtotal | $258,723,300 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $220,146 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$24,250 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $195,896 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $258,919,196 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $205,727,008 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $24,250 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $24,250 | ExpensesNotReportedAmt |
| Expenses Subtotal | $205,702,758 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $205,702,758 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART IV, LINE 2B | LINCOLN MEMORIAL UNIVERSITY HOLDS FUNDS IN AN AGENCY ACCOUNT IN WHICH MONEY IS DEPOSITED PERIODICALLY AND USED TO PAY EXPENSES FOR CERTAIN AGENCIES/CLUBS. |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | COST OF GOODS SOLD REPORTED ON PART VIII LINE 10B -24,250 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | COST OF GOODS SOLD REPORTED ON PART VIII LINE 10B 24,250 |
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, LINE 3 | NONDISCRIMINATORY POLICY IS PUBLISHED IN ALL WRITTEN MATERIALS AND IN SOME RADIO AND TELEVISION BROADCASTS. |
| SCHEDULE E, LINE 6 | LINCOLN MEMORIAL UNIVERSITY RECEIVES ASSISTANCE FROM THE U.S. DEPARTMENT OF EDUCATION FEDERAL STUDENT AID PROGRAMS TO FUND THE COST OF ATTENDANCE FOR ELIGIBLE STUDENTS. THESE PROGRAMS INCLUDE PELL, WORK STUDY, PERKINS, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS, STAFFORD LOANS, ACADEMIC COMPETITIVENESS GRANTS AND SMART GRANTS. THE COLLEGE ALSO RECEIVES GRANT MONEY FROM THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | GRANTS AND SCHOLARSHIPS | GrantTypeTxt |
| Cash Grant | $28,460,282 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANTS AND SCHOLARSHIPS ARE NETTED AGAINST STUDENT TUITION ACCOUNTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | 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 (35 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| CHRISTOPHER LOYKE | ||||
| DEAN/CHIEF ACAD OFF | $379,867 | $8,464 | $17,250 | $405,581 |
| DENISE TERESE-KOCH | ||||
| DEAN/CHIEF ACADEMIC | $345,956 | $7,700 | $17,278 | $370,934 |
| ROBERT STUBBLEFIELD | ||||
| EXECUTIVE VP | $335,711 | $8,833 | $15,986 | $360,530 |
| JODY GOINS | ||||
| EXEC VP FOR ADMIN | $319,725 | $8,833 | $15,225 | $343,783 |
| JASON A MCCONNELL | ||||
| PRESEIDENT OF UNI | $293,767 | $3,785 | $12,148 | $309,700 |
| LEAH SNODGRASS | ||||
| ASSOC PROF/PSYCHIATR | $281,180 | $9,363 | $14,044 | $304,587 |
| MARK BROWNE | ||||
| ASSIST DEAN | $294,994 | $8,480 | $303,474 | |
| STACY ANDERSON | ||||
| EXECUTIVE DEAN | $277,095 | $9,242 | $13,855 | $300,192 |
| MATTHEW RICHARD LYON | ||||
| VP/DEAN OF LAW | $275,710 | $9,433 | $12,843 | $297,986 |
| ANNE MARIE ZELLER | ||||
| ASSOCIATE PROF | $281,600 | $8,525 | $290,125 | |
| JERRY WIETING | ||||
| SR ASSOC DEAN & PROF | $265,751 | $8,159 | $12,688 | $286,598 |
| ANYA COPE | ||||
| ASST PROF/INTERNAL M | $264,705 | $198 | $13,235 | $278,138 |
| GINA DEFRANCO | ||||
| ASSOC PROF/FAMILY ME | $250,996 | $8,525 | $12,050 | $271,571 |
| ROY C YONTS | ||||
| ASSOC PROF/FAMILY ME | $248,044 | $9,363 | $12,402 | $269,809 |
| TEANNA MOORE | ||||
| ASSISTANT PROFESSOR | $250,599 | $5,823 | $11,550 | $267,972 |
| JEFFREY MARTIN | ||||
| ASSOCIATE PROFESSOR | $242,000 | $9,363 | $11,500 | $262,863 |
| CASSI JONES | ||||
| ASST DEAN | $240,000 | $8,375 | $8,000 | $256,375 |
| DEBRA MOYERS | ||||
| VP OF FINANCE | $236,989 | $8,227 | $9,469 | $254,685 |
| JEFFREY CHESNUT | ||||
| ASSOC PROF OF CLINIC | $232,044 | $5,856 | $11,602 | $249,502 |
| PAULA ARCHER | ||||
| ASST PROF | $231,000 | $5,823 | $236,823 | |
| GAYLE HAMANN | ||||
| ASSOC PROF/CLINIC ME | $217,601 | $7,098 | $10,880 | $235,579 |
| RANDALL EVANS | ||||
| ASSOC DEAN/ENROLLMEN | $209,559 | $8,525 | $10,478 | $228,562 |
| QI WANG | ||||
| ASSOC DEAN | $211,206 | $5,823 | $10,367 | $227,396 |
| KIMBERLY CARNEY | ||||
| DEAN OF VET MED | $206,271 | $9,363 | $10,314 | $225,948 |
| MITCHELL MOSES | ||||
| ASSOC DEAN CLIN REL, | $205,372 | $9,357 | $10,269 | $224,998 |
| TAMMY DEAN | ||||
| ASSOC PROF/NURSING | $202,350 | $8,525 | $10,118 | $220,993 |
| DOUGLAS PEARSALL WESTON | ||||
| ASSISTANT PROF & CHA | $207,305 | $4,285 | $6,630 | $218,220 |
| PAULA MIKSA | ||||
| ASSOC PROF/PA STUDIE | $201,023 | $5,643 | $8,747 | $215,413 |
| SYDNEY BECKMAN | ||||
| PROFESSOR OF LAW | $193,678 | $8,763 | $9,624 | $212,065 |
| CRYSTAL HUNNICUTT | ||||
| DIR/NURSE ANESTHESIA | $191,610 | $8,165 | $9,580 | $209,355 |
| SHERRY JIMENEZ | ||||
| SR. ASSOC DEAN | $190,438 | $8,595 | $9,522 | $208,555 |
| MARY SPEICHER | ||||
| DEAN OF CLINICAL | $201,514 | $5,182 | $1,644 | $208,340 |
| AMY PECK | ||||
| CHIEF HR OFFICER | $147,970 | $8,103 | $7,399 | $163,472 |
| DAVID LAWS | ||||
| VP OF FACILITIES | $142,002 | $4,718 | $6,762 | $153,482 |
| MICHAEL DISNEY | ||||
| CHIEF TECHNOLOGY OFF | $136,983 | $8,103 | $6,849 | $151,935 |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | OTHER | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $45,705 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | UNDERGRADUATE/GRADUATE PROGRAMS THE UNIVERSITY STRIVES TO GIVE STUDENTS A FOUNDATION FOR A MORE PRODUCTIVE LIFE BY UPHOLDING THE PRINCIPLES OF ABRAHAM LINCOLN'S LIFE: A DEDICATION TO INDIVIDUAL LIBERTY, RESPONSIBILITY, AND IMPROVEMENT; A RESPECT FOR CITIZENSHIP; RECOGNITION OF THE INTRINSIC VALUE OF HIGH MORAL AND ETHICAL STANDARDS; AND A BELIEF IN A PERSONAL GOD. THE UNIVERSITY IS COMMITTED TO TEACHING, RESEARCH, AND SERVICE. THE UNIVERSITY'S CURRICULUM AND COMMITMENT TO QUALITY INSTRUCTION AT EVERY LEVEL ARE BASED ON THE BELIEFS THAT GRADUATES MUST BE ABLE TO COMMUNICATE CLEARLY AND EFFECTIVELY IN AN ERA OF RAPIDLY AND CONTINUOUSLY EXPANDING COMMUNICATION TECHNOLOGY, MUST HAVE AN APPRECIABLE DEPTH OF LEARNING IN A FIELD OF KNOWLEDGE, MUST APPRECIATE AND UNDERSTAND THE VARIOUS WAYS BY WHICH WE COME TO KNOW OURSELVES AND THE WORLD AROUND US, AND MUST BE ABLE TO EXERCISE INFORMED JUDGEMENTS. THE UNIVERSITY BELIEVES THAT ONE OF THE MAJOR CORNERSTONES OF MEANINGFUL EXISTENCE IS SERVICE TO HUMANITY. BY MAKING EDUCATIONAL AND RESEARCH OPPORTUNITIES AVAILABLE TO STUDENTS WHERE THEY LIVE AND THROUGH VARIOUS RECREATIONAL AND CULTURAL EVENTS OPEN TO THE COMMUNITY, LINCOLN MEMORIAL UNIVERSITY SEEKS TO ADVANCE LIFE IN THE CUMBERLAND GAP AREA AND THROUGHOUT THE REGION THROUGH ITS TEACHING, RESEARCH, AND SERVICE MISSION. |
| FORM 990, PAGE 2, PART III, LINE 4C | THE LINCOLN MEMORIAL UNIVERSITY-DUNCAN SCHOOL OF LAW BUILDS UPON A FOUNDATION THAT UPHOLDS THE PRINCIPLES OF ABRAHAM LINCOLNS LIFE: A DEDICATION TO INDIVIDUAL LIBERTY, RESPONSIBILITY, AND IMPROVEMENT; A RESPECT FOR CITIZENSHIP; RECOGNITION OF THE INTRINSIC VALUE OF HIGH MORAL AND ETHICAL STANDARDS; AND A BELIEF IN A PERSONAL GOD. THROUGH TEACHING, RESEARCH AND SERVICE, THE LINCOLN MEMORIAL UNIVERSITY-DUNCAN SCHOOL OF LAW WILL PREPARE GRADUATES: 1. WHO ARE COMMITTED TO THE PREMISE THAT THE CORNERSTONE OF MEANINGFUL EXISTENCE IS SERVICE TO HUMANITY; 2. WHO UNDERSTAND THEIR PROFESSIONAL RESPONSIBILITIES AS REPRESENTATIVES OF CLIENTS, OFFICERS OF THE COURTS, AND PUBLIC CITIZENS RESPONSIBLE FOR THE QUALITY AND AVAILABILITY OF JUSTICE UNDER THE LAW; AND 3. WHO HAVE AN UNDERSTANDING OF THE FUNDAMENTAL PRINCIPLES OF PUBLIC AND PRIVATE LAW, AN UNDERSTANDING OF THE NATURE, BASIS AND ROLE OF THE LAW AND ITS INSTITUTIONS, AND THE SKILLS OF LEGAL ANALYSIS AND WRITING, ISSUE RECOGNITION, REASONING, PROBLEM SOLVING, ORGANIZATION, AND ORAL AND WRITTEN COMMUNICATION NECESSARY TO PARTICIPATE EFFECTIVELY IN THE LEGAL PROFESSION. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A FINAL COPY OF THE 990 IS PREPARED BY THE CONTROLLER AND INDEPENDENT ACCOUNTING FIRM. PRIOR TO FILING, AN ELECTRONIC COPY OF THE 990 AND SUPPLEMENTAL SCHEDULES IS PROVIDED TO ALL TRUSTEES. |
| FORM 990, PAGE 6, PART VI, LINE 12C | A TRUSTEE SHALL BE CONSIDERED TO HAVE A CONFLICT OF INTEREST IF HE OR SHE (1) HAS EXISTING OR POTENTIAL FINANCIAL OR OTHER INTERESTS THAT IMPAIR OR APPEAR TO IMPAIR HIS OR HER INDEPENDENT, UNBIASED JUDGEMENT IN THE DISCHARGE OF HIS OR HER RESPONSIBILITIES TO THE UNIVERSITY; OR (2) IS AWARE THAT A MEMBER OF HIS OR HER FAMILY HAS FINANCIAL OR OTHER INTERESTS THAT WOULD IMPAIR OR APPEAR TO IMPAIR THE TRUSTEE'S INDEPENDENT JUDGMENT IN THE DISCHARGE OF HIS OR HER RESPONSIBILITIES TO THE UNIVERSITY. FOR THE PURPOSE OF THIS PROVISION, A FAMILY MEMBER IS DEFINED AS A SPOUSE, PARENT, SIBLING, CHILD OR ANY OTHER RELATIVE RESIDING IN THE SAME HOUSEHOLD AS THE TRUSTEE. ALL TRUSTEES SHALL DISCLOSE TO THE BOARD ANY POSSIBLE CONFLICT OF INTEREST AT THE EARLIEST PRACTICAL TIME. FURTHER, THE TRUSTEE SHALL ABSENT HIMSELF OR HERSELF FROM DISCUSSIONS OF, AND ABSTAIN FROM VOTING ON, SUCH MATTERS UNDER CONSIDERATION BY THE BOARD OF TRUSTEES OR ITS COMMITTEES. THE MINUTES OF SUCH MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE AND THAT THE TRUSTEE WITH A CONFLICT OR POSSIBLE CONFLICT ABSTAINED FROM VOTING. ANY TRUSTEE WHO IS UNCERTAIN AS TO WHETHER A CONFLICT OF INTEREST MAY EXIST IN ANY MATTER MAY REQUEST THAT THE BOARD OR COMMITTEE RESOLVE THE QUESTION IN HIS OR HER ABSENCE BY MAJORITY VOTE. EACH TRUSTEE SHALL COMPLETE AND SIGN A DISCLOSURE FORM PROVIDED ANNUALLY BY THE SECRETARY OF THE BOARD OF TRUSTEES. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE PROCESS FOR DETERMINING THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT/CEO INCLUDED A REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS, WHICH CONSISTS OF INDEPENDENT PERSONS. BASED UPON COMPARATIVE DATA AND EXPERIENCE OF THE PRESIDENT, THE BOARD OF TRUSTEES SHALL DETERMINE APPROPRIATE COMPENSATION. THE BOARD OF DIRECTORS USED THE CUPA-HR ADMINISTRATIVE COMPENSATION SURVEY TO DETERMINE THE AMOUNT OF COMPENSATION. THIS PROCESS WAS DOCUMENTED IN THE BOARD MEETING MINUTES. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE ORGANIZATION'S PRESIDENT AND VP OF FINANCE REVIEW AND APPROVE THE COMPENSATION AMOUNTS FOR ALL OTHER OFFICERS AND KEY EMPLOYEES. THE PRESIDENT USED CUPA-HR ADMMINISTRATIVE COMPENSATION SURVEY TO DETERMINE THE AMOUNT OF COMPENSATION FOR THESE INDIVIDUALS. SALARY INCREASES ARE APPROVED ANNUALLY BY THE PRESIDENT AND VP OF FINANCE WHEN THE ANNUAL BUDGET IS REVIEWED AND APPROVED. THE PRESIDENT REPORTS HIS/HER FINDINGS TO THE BOARD AT A SCHEDULED BOARD MEETING. THIS IS DOCUMENTED IN THE BOARD MEETING MINUTES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. |