WARREN WILSON COLLEGE: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WARREN WILSON COLLEGE (EIN 56-0767736)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-12
- IRS object ID
- 202331329349307343
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T14:50:37-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 METROPOLITAN AVE STE 900 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560767736 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN WILSON COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WARR | BusinessNameControlTxt |
| Phone | 8282983325 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9000 | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 288159000 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN S RUSSELL | PersonNm |
| Person Title | INTERIM VP FOR ADMIN/FIN, CFO | PersonTitleTxt |
| Phone | 8287712000 | PhoneNum |
| Signature | 2023-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALAN | PersonFirstNm |
| Person Last | RUSSELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA ADAMS | PreparerPersonNm |
| PTIN | P00748038 | PTIN |
| Phone | 7043771678 | 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 | WILLIAM H CHRISTY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9000 | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 288159000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $71,832,774 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WARREN-WILSON.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | WARREN WILSON COLLEGE'S DISTINCTIVE APPROACH TO EDUCATION (CONTINUED ON SCHEDULE O) INTENTIONALLY INTEGRATES ACADEMICS, WORK, AND COMMUNITY ENGAGEMENT TO CULTIVATE CURIOSITY, EMPATHY, AND INTEGRITY. WE EMPOWER GRADUATES TO PURSUE MEANINGFUL CAREERS AND LEAD PURPOSEFUL LIVES DEDICATED TO A JUST, EQUITABLE, AND SUSTAINABLE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 1132 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | -$319,250 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,260,903 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,173,421 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $30,504,845 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $35,742,636 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,066,431 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,097,253 | CYInvestmentIncomeAmt |
| PY Other Revenue | $78,584 | PYOtherRevenueAmt |
| CY Other Revenue | -$117,496 | CYOtherRevenueAmt |
| PY Total Revenue | $40,910,763 | PYTotalRevenueAmt |
| CY Total Revenue | $50,895,814 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $15,621,144 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $18,223,644 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,337,534 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,545,396 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $793,959 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,498,801 | PYOtherExpensesAmt |
| CY Other Expenses | $13,487,948 | CYOtherExpensesAmt |
| PY Total Expenses | $41,457,479 | PYTotalExpensesAmt |
| CY Total Expenses | $47,256,988 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$546,716 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,638,826 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $113,155,084 | TotalAssetsBOYAmt |
| Total Assets EOY | $106,662,699 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,115,652 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,348,333 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $90,039,432 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $86,314,366 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WARREN WILSON COLLEGE'S DISTINCTIVE APPROACH TO EDUCATION INTENTIONALLY INTEGRATES ACADEMICS, WORK, AND COMMUNITY ENGAGEMENT TO CULTIVATE CURIOSITY, EMPATHY, AND INTEGRITY. WE EMPOWER GRADUATES TO PURSUE MEANINGFUL CAREERS AND LEAD PURPOSEFUL LIVES DEDICATED TO A JUST, EQUITABLE, AND SUSTAINABLE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $40,888,844 | ExpenseAmt |
| Grant | $18,223,644 | GrantAmt |
| Revenue | $35,742,636 | RevenueAmt |
| Desc | EDUCATIONAL PROGRAM: MOST PROGRAMS RENDERED ARE RELATED TO PROVIDING USEFUL AND PRODUCTIVE WORK, AND SERVICE TO OTHERS BEYOND THE CAMPUS COMMUNITY. THE FULL-TIME EQUIVALENT ENROLLMENT AT THE COLLEGE DURING THE 2021-22 ACADEMIC YEAR WAS APPROXIMATELY 727 UNDERGRADUATE STUDENTS. A TOTAL OF 175 STUDENTS GRADUATED FROM THE COLLEGE DURING THE YEAR. A LOW-RESIDENCY GRADUATE PROGRAM IN CREATIVE WRITING LEADING TO A MASTER OF FINE ARTS DEGREE IS ALSO OFFERED, AND AVERAGES AROUND 72 ENROLLEES. WE ALSO OFFER ANOTHER LOW RESIDENCY GRADUATE PROGRAM CONCLUDING WITH A MASTER OF ARTS IN CRITICAL CRAFT STUDIES AND AVERAGES AROUND 16 ENROLLEES. THE COLLEGE PREPARED STUDENTS REPRESENTING A BROADLY DIVERSE WORLD FOR SERVICE, LEADERSHIP, AND MEANINGFUL LIFELONG WORK AND STUDY BY OFFERING AN EDUCATIONAL PROGRAM THAT ENABLES STUDENTS TO THINK CRITICALLY, OBTAIN AND EVALUATE INFORMATION EFFECTIVELY, AND COMMUNICATE CLEARLY, INTRODUCING THEM TO A VARIETY OF WAYS BY WHICH HUMANS ACQUIRE AND USE KNOWLEDGE, AND THAT PROVIDES STUDENTS WITH OPPORTUNITIES TO DEVELOP A BREADTH OF UNDERSTANDING AND TO MAKE CONNECTIONS AMONG AREAS CONSIDERED CRITICAL TO A LIBERAL ARTS CURRICULUM, AND REQUIRING THAT THEY DEMONSTRATE A DEPTH OF UNDERSTANDING THROUGH COMPETENCE IN ONE OR MORE ACADEMIC DISCIPLINES. ENVIRONMENTAL STUDIES IS THE MAJOR WITH THE LARGEST NUMBER OF STUDENTS, IN KEEPING WITH ANOTHER INSTITUTIONAL OBJECTIVE, THAT OF PROMOTING ENVIRONMENTAL RESPONSIBILITY THROUGH EDUCATION, CAMPUS OPERATIONS POLICY, AND COMMUNITY OUTREACH. THE COLLEGE ALSO FURNISHES STUDENTS WITH OPPORTUNITIES TO UNDERSTAND AND APPRECIATE A VARIETY OF CULTURES, ASSISTING THEM IN DEVELOPING AWARENESS OF THE COMMONALITY OF HUMAN PROBLEMS AND THE DIVERSITY OF THE WORLD. THE COLLEGE SPONSORED THREE STUDY ABROAD COURSES LED BY THE COLLEGE'S FACULTY AND STAFF IN 2021-2022. THESE COURSES TRAVELED TO MEXICO, ITALY, AND FRANCE. IN ADDITION, WE SENT EIGHT STUDENTS ON OUR SEMESTER-LONG STUDY ABROAD EXCHANGE PROGRAMS TO COUNTRIES AROUND THE WORLD. WARREN WILSON COLLEGE'S EXPERIENTIAL LEARNING MODEL LEADS STUDENTS INTO CONSIDERED REFLECTION ON THE MEANING AND VALUE OF WORK AND COMMUNITY ENGAGEMENT, GUIDING STUDENTS IN EXAMINING THEIR LIVES AND ARTICULATING THEIR BELIEFS AND VALUES, AND PROVIDES THEM WITH OPPORTUNITIES FOR PERSONAL, PHYSICAL, MORAL, AND SPIRITUAL DEVELOPMENT. TOWARDS THESE ENDS, THE COLLEGE ORGANIZED DIVERSE WORK CREWS IN THE COLLEGE WORK PROGRAM DURING THE YEAR, WITH APPROXIMATELY 630 STUDENTS PARTICIPATING IN THE FALL OF 2020 AND 570 STUDENTS PARTICIPATING IN THE SPRING OF 2021. THE ANNUAL COLLEGE-WIDE WORK DAY HELD IN APRIL OF 2021 YIELDED PARTICIPATION FROM OVER 300 STUDENTS AND OVER 25 FACULTY/STAFF. THE COLLEGE ALSO PRIORITIZES COMMUNITY ENGAGEMENT AS PART OF ITS MISSION, WITH SIGNIFICANT CONTRIBUTIONS BEING MADE TO SCHOOLS AND NON-PROFITS IN OUR IMMEDIATE AREA AND AROUND THE WORLD. FROM 2021-2022, 334 STUDENTS COMPLETED 18,217 VOLUNTEER HOURS AT OVER 80 LOCAL, NATIONAL, AND INTERNATIONAL AGENCIES DURING THE YEAR. FOR THE COLLEGE'S ANNUAL SERVICE DAY IN AUGUST 2021, OVER 300 STUDENTS, FACULTY, AND STAFF PARTICIPATED AT 16 SITES CONTRIBUTING OVER 1,500 HOURS OF SERVICE TO THE COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $443,182 | ExpenseAmt |
| Desc | PUBLIC SERVICES PROGRAM: THE SWANNANOA GATHERING IS A SERIES OF WEEKLY SUMMER MUSIC WORKSHOPS HELD ON THE WARREN WILSON COLLEGE CAMPUS EACH JUNE AND JULY THE ENROLLMENT IS LIMITED, WITH AN OPEN FORMAT, WHICH ALLOWS EACH STUDENT TO SELECT THEIR OWN CURRICULUM FROM A VARIETY OF COURSES WITH DIFFERENT EXPERIENCE LEVELS AND ABILITIES. HOUSING AND MEALS FOR PARTICIPANTS IS AN OPTION. THE NORTH CAROLINA DEPARTMENT OF PUBLIC INSTRUCTION HAS ALLOWED 3 HOURS OF TEACHING CERTIFICATE RENEWAL CREDITS, WITH PRIOR APPROVAL, FOR EACH WEEK OF THE SERIES. DUE TO THE COVID-19 PANDEMIC, THE SERIES WAS HELD VIRTUALLY DURING THE SUMMER OF 2022. TOTAL STUDENTS IN THE SUMMER OF 2022 WERE 500, RANGING BETWEEN 42 AND 172 PARTICIPANTS FOR EACH OF THE FIVE WEEKS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $41,332,026 | 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 | 0 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1310 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1132 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 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 | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY DAVIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8282983325 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 WARREN WILSON ROAD | AddressLine1Txt |
| City | SWANNANOA | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28778 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| F LACHICOTTE ZEMP JR | |||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEAN WRIGHT VEILLEUX | |||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR WILLIAM A LARAMEE | |||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID W GREENFIELD | |||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AMY FREY AGER | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| H ROSS ARNOLD III | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CARMEN CASTALDI | |||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JESSICA L CULPEPPER | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JESSE C FRIPP | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| NATHAN L GAZAWAY | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CARLA H GREENFIELD | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SUELLEN A HUDSON | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LATONYA CHAVIS KEENER | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN R KEENER | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DR ANNE GRAHAM MASTERS | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MUIRURI MUR K MUCHANE | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY T PERKINS | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JESSICA BALL PERKINS | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH L REAMER | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY S RUST | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DR GEORGE ANDREW SCOTT | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID E SHI | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LUCY M WHEELER | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOEL B ADAMS JR | |||||||
| EX-OFFICIO TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ALICE C BUHL | |||||||
| EX-OFFICIO TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM H CHRISTY | |||||||
| EX-OFFICIO TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD F HUNT | |||||||
| EX-OFFICIO TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| REV DR KEVIN E FREDERICK | |||||||
| EX-OFFICIO TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DR LYNN M MORTON | |||||||
| PRESIDENT AND EX-OFFICIO TRUSTEE | 40.00 | 0.00 | Yes (X) | Yes (X) | $223,221 | $0 | $29,614 |
| MORNING C NAUGHTON | |||||||
| EX-OFFICIO TRUSTEE | 40.00 | 0.00 | Yes (X) | $49,698 | $0 | $8,086 | |
| CARA BRIDGMAN | |||||||
| EX-OFFICIO TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ADAM L STEGALL | |||||||
| EX-OFFICIO TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CANDACE E TAYLOR | |||||||
| EX-OFFICIO TRUSTEE | 40.00 | 0.00 | Yes (X) | $55,261 | $0 | $8,173 | |
| VENETTA SMITH | |||||||
| DEAN OF STUDENTS | 40.00 | 0.00 | Yes (X) | $56,273 | $0 | $22,165 | |
| DR KORTET MENSAH | |||||||
| VP FOR DIVERSITY, EQUITY, INCLUSION & STRATEGY | 40.00 | 0.00 | Yes (X) | $76,056 | $0 | $8,436 | |
| PAUL PERRINE | |||||||
| VP FOR STUDENT LIFE | 40.00 | 0.00 | Yes (X) | $38,485 | $0 | $15,574 | |
| SUZANNE A GARLAND | |||||||
| VP FOR ADVANCEMENT | 40.00 | 0.00 | Yes (X) | $116,876 | $0 | $16,830 | |
| BRIAN LIECHTI | |||||||
| VP FOR ENROLL./DIR. OF SUSTAIN | 40.00 | 0.00 | Yes (X) | $110,791 | $0 | $8,621 | |
| JAY W ROBERTS | |||||||
| PROVOST & DEAN OF THE FACULTY | 40.00 | 0.00 | Yes (X) | $156,304 | $0 | $14,694 | |
| BELINDA BURKE | |||||||
| VP FOR ADMIN/FIN & CFO | 40.00 | 0.00 | Yes (X) | $176,202 | $0 | $14,476 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,059,167 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $146,669 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXO INC & AFFILIATES | |||||
| PO BOX 360170 | PITTSBURGH | PA | 152516170 | FOOD SERVICE | $2,274,570 |
| HARPER COMMERCIAL GROUP | |||||
| PO BOX 967 | SWANNANOA | NC | 28778 | MAINTENANCE CONTRACTOR | $786,553 |
| MSS SOLUTIONS | |||||
| PO BOX 538178 | ATLANTA | GA | 303538178 | HVAC CONTRACTOR | $433,578 |
| YMCA BLUE RIDGE ASSEMBLY INC | |||||
| 84 BLUE RIDGE CIRCLE | BLACK MOUNTAIN | NC | 287119722 | RECREATIONAL PROGRAMS | $159,426 |
| RUFFALO NOEL LEVITZ LLC | |||||
| PO BOX 718 | DES MOINES | IA | 503030718 | EDUCATION CONSULTING | $151,812 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $6,195,428 | GovernmentGrantsAmt |
| All Other Contributions | $3,977,993 | AllOtherContributionsAmt |
| Noncash Contributions | $82,038 | NoncashContributionsAmt |
| Total Contributions | $10,173,421 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $27,819,083 | $27,819,083 |
| ROOM AND BOARD | 611710 | $7,241,051 | $7,241,051 |
| SWANNANOA GATHERING | 611710 | $168,082 | $168,082 |
| AUXILIARY ENTERPRISES | 611710 | $44,463 | $44,463 |
| CONFERENCES | 611710 | $41,956 | $41,956 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $428,001 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $428,001 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $35,742,636 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,215,799 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$17,054 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,232,853 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $186,454 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $186,454 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $186,454 | TotalRevenueColumnAmt |
| Exclusion | $186,454 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,309,362 | SecuritiesAmt |
| Other | $5,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,427,676 | SecuritiesAmt |
| Other | $5,732 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,881,686 | SecuritiesAmt |
| Other | -$232 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,881,454 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,754 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,879,700 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $199,602 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $503,552 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$303,950 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$303,950 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,895,814 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,742,636 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$319,250 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,299,007 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,223,644 | TotalAmt |
| Program Services | $18,223,644 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,178,389 | TotalAmt |
| Program Services | $372,342 | ProgramServicesAmt |
| Management And General | $730,827 | ManagementAndGeneralAmt |
| Fundraising | $75,220 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,316,730 | TotalAmt |
| Program Services | $9,384,826 | ProgramServicesAmt |
| Management And General | $1,411,855 | ManagementAndGeneralAmt |
| Fundraising | $520,049 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,568 | TotalAmt |
| Program Services | $79,678 | ProgramServicesAmt |
| Management And General | $22,409 | ManagementAndGeneralAmt |
| Fundraising | $4,481 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,174,807 | TotalAmt |
| Program Services | $1,454,139 | ProgramServicesAmt |
| Management And General | $688,135 | ManagementAndGeneralAmt |
| Fundraising | $32,533 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $768,902 | TotalAmt |
| Program Services | $608,364 | ProgramServicesAmt |
| Management And General | $128,008 | ManagementAndGeneralAmt |
| Fundraising | $32,530 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,199 | TotalAmt |
| Management And General | $194,199 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,270 | TotalAmt |
| Management And General | $80,270 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548,886 | TotalAmt |
| Management And General | $548,886 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,368 | TotalAmt |
| Program Services | $386,368 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,469 | TotalAmt |
| Program Services | $153,566 | ProgramServicesAmt |
| Management And General | $80,903 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $926,422 | TotalAmt |
| Program Services | $622,804 | ProgramServicesAmt |
| Management And General | $271,075 | ManagementAndGeneralAmt |
| Fundraising | $32,543 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,484 | TotalAmt |
| Program Services | $24,828 | ProgramServicesAmt |
| Management And General | $104,458 | ManagementAndGeneralAmt |
| Fundraising | $34,198 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,922,628 | TotalAmt |
| Program Services | $3,705,931 | ProgramServicesAmt |
| Management And General | $216,697 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,725 | TotalAmt |
| Program Services | $159,652 | ProgramServicesAmt |
| Management And General | $18,010 | ManagementAndGeneralAmt |
| Fundraising | $3,063 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,201 | TotalAmt |
| Program Services | $476,315 | ProgramServicesAmt |
| Management And General | $42,886 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,560,776 | TotalAmt |
| Program Services | $2,322,376 | ProgramServicesAmt |
| Management And General | $238,400 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOOD SERVICES | Desc |
| Total | $1,930,201 | TotalAmt |
| Program Services | $1,914,711 | ProgramServicesAmt |
| Management And General | $15,490 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,840,319 | TotalAmt |
| Program Services | $1,442,482 | ProgramServicesAmt |
| Management And General | $338,495 | ManagementAndGeneralAmt |
| Fundraising | $59,342 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,256,988 | TotalAmt |
| Program Services | $41,332,026 | ProgramServicesAmt |
| Management And General | $5,131,003 | ManagementAndGeneralAmt |
| Fundraising | $793,959 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $610 | BOYAmt |
| EOY | $610 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,226,111 | BOYAmt |
| EOY | $9,669,049 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,852 | BOYAmt |
| EOY | $783,323 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,579 | BOYAmt |
| EOY | $220,163 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,052 | BOYAmt |
| EOY | $210,652 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,980 | BOYAmt |
| EOY | $513,941 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $89,786,442 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $56,147,981 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,043,636 | BOYAmt |
| EOY | $33,638,461 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,259,841 | BOYAmt |
| EOY | $30,483,904 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,839,562 | BOYAmt |
| EOY | $25,277,792 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,032,861 | BOYAmt |
| EOY | $5,864,804 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,155,084 | BOYAmt |
| EOY | $106,662,699 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $855,918 | BOYAmt |
| EOY | $1,123,112 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,556,830 | BOYAmt |
| EOY | $2,793,137 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,693 | BOYAmt |
| EOY | $161,343 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,801,218 | BOYAmt |
| EOY | $15,513,241 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $772,993 | BOYAmt |
| EOY | $757,500 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,115,652 | BOYAmt |
| EOY | $20,348,333 | 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 | $28,015,161 | BOYAmt |
| EOY | $26,899,415 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,024,271 | BOYAmt |
| EOY | $59,414,951 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,039,432 | BOYAmt |
| EOY | $86,314,366 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,155,084 | BOYAmt |
| EOY | $106,662,699 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,638,826 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,967,780 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,396,112 | 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 |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $55,788 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| 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 | $65,197,901 | BeginningYearBalanceAmt |
| Contributions | $708,521 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,632,925 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,578,828 | GrantsOrScholarshipsAmt |
| End Year Balance | $55,694,669 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,308,784 | BeginningYearBalanceAmt |
| Contributions | $1,016,214 | ContributionsAmt |
| Investment Earnings Or Losses | $12,753,764 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,880,861 | GrantsOrScholarshipsAmt |
| End Year Balance | $65,197,901 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,072,627 | BeginningYearBalanceAmt |
| Contributions | $388,605 | ContributionsAmt |
| Investment Earnings Or Losses | $2,134,778 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,287,226 | GrantsOrScholarshipsAmt |
| End Year Balance | $55,308,784 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,141,473 | BeginningYearBalanceAmt |
| Contributions | $689,867 | ContributionsAmt |
| Investment Earnings Or Losses | $1,906,646 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,619,362 | GrantsOrScholarshipsAmt |
| Other Expenditures | $45,997 | OtherExpendituresAmt |
| End Year Balance | $56,072,627 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,489,465 | BeginningYearBalanceAmt |
| Contributions | $693,402 | ContributionsAmt |
| Investment Earnings Or Losses | $2,441,390 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,548,617 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,934,167 | OtherExpendituresAmt |
| End Year Balance | $57,141,473 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.16240 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.83760 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,934,971 | OtherCostOrOtherBasisAmt |
| Book Value | $2,934,971 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,480,616 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,435,298 | DepreciationAmt |
| Book Value | $22,045,318 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,501,528 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,029,536 | DepreciationAmt |
| Book Value | $5,471,992 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,869,327 | OtherCostOrOtherBasisAmt |
| Depreciation | $683,147 | DepreciationAmt |
| Book Value | $3,186,180 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $33,638,461 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $25,277,792 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $25,277,792 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN REMAINDER TRUSTS | $5,697,578 |
| OTHER ASSETS | $167,226 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,864,804 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY PAYABLE | $283,975 |
| OBLIGATIONS UNDER CAPITAL LEASE | $473,525 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $757,500 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $26,661,610 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,967,780 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$892,560 | OtherRevenueAmt |
| Revenue Not Reported | -$6,860,340 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,521,950 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $227,856 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $17,146,008 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $17,373,864 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $50,895,814 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,386,676 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $503,552 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $503,552 | ExpensesNotReportedAmt |
| Expenses Subtotal | $29,883,124 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $227,856 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $17,146,008 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $17,373,864 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $47,256,988 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE COLLEGE HAS ARTWORK THAT HAS BEEN DONATED OVER THE YEARS ON DISPLAY THROUGHOUT THE COLLEGE CAMPUS. |
| PART IV, LINE 2B: | THE COLLEGE HOLDS FUNDS FOR A VARIETY OF ACADEMIC, INSTITUTIONAL, AND STUDENT GROUPS AND ACCOUNTS FOR ADDITIONS TO AND DISTRIBUTIONS FROM THESE FUNDS SEPARATELY. |
| PART V, LINE 4: | THE INTENDED USES OF THE COLLEGE'S ENDOWMENT FUNDS ARE FOR SCHOLARSHIPS, STAFF/FACULTY DEVELOPMENT, BUILDING AND EQUIPMENT MAINTENANCE, AND OTHER ACADEMIC PROGRAMS. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE. |
| PART X, LINE 2: | THE COLLEGE'S POLICY IS TO EVALUATE ALL TAX POSITIONS AND TO CONSULT WITH EXPERTS TO IDENTIFY THOSE THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS WILL BE ASSESSED AND MEASURED BY A REASONABLY POSSIBLE THRESHOLD TO DETERMINE IF THE BENEFIT OF AN UNCERTAIN TAX POSITION SHOULD BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. ANY CHANGES IN THE AMOUNT OF A TAX POSITION WILL BE RECOGNIZED IN THE PERIOD THE CHANGE OCCURS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN SPLIT-INTEREST AGREEMENTS -1,396,112. COST OF GOODS SOLD 503,552. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS/FELLOWSHIPS NETTED WITH TUITION ON FINANCIAL STATEMENTS 17,146,008. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 503,552. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS/FELLOWSHIPS NETTED WITH TUITION ON FINANCIAL STATEMENTS 17,146,008. |
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 | NON-DISCRIMINATORY POLICIES OF THE COLLEGE ARE MADE KNOWN TO ALL SCHOOLS AND AREAS VISITED BY THE ADMISSIONS PERSONNEL AS WELL AS IN ALL COLLEGE LITERATURE. |
| SCHEDULE E, PART I, LINE 6 | THE COLLEGE RECEIVED STUDENT FINANCIAL AID GRANTS FROM THE U.S. DEPARTMENT OF EDUCATION AND THE NC STATE EDUCATION ASSISTANCE AUTHORITY. THE COLLEGE WAS ALSO AWARDED FUNDING FROM THE HIGHER EDUCATION EMERGENCY RELIEF FUND ("HEERF') THROUGH THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY (THE "CARES") ACT TO PROVIDE EMERGENCY FINANCIAL AID GRANTS TO STUDENTS FOR EXPENSES RELATED TO THE DISRUPTION OF CAMPUS OPERATIONS AND TO COVER EXPENSES ASSOCIATED WITH SIGNIFICANT CHANGES TO THE DELIVERY OF INSTRUCTION DUE TO THE CORONAVIRUS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EUROPE | 0 | 0 | INVESTMENTS | $1,662,200 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $9,722,069 |
| 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 | $11,384,269 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $11,384,269 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| PARTS I AND IV | THE COLLEGE HAS OWNERSHIP IN VARIOUS FOREIGN ENTITIES AS A RESULT OF ALTERNATIVE INVESTMENTS THAT ARE A PART OF THE COLLEGE'S INVESTMENT PORTFOLIO. THE AMOUNT REPORTED IN PART I, COLUMN F IS THE FAIR MARKET VALUE OF THE INVESTMENTS HELD AT THE END OF THE YEAR. |
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 | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|
| SCHOLARSHIPS AND FELLOWSHIPS | 714 | $17,146,008 | TUITION RATES | TUITION ASSISTANCE | |
| EMERGENCY STUDENT AID PROVIDED BY CARES ACT | 634 | $1,077,636 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE OFFICE OF ADVANCEMENT WORKS WITH DONORS TO ESTABLISH GUIDELINES FOR THE USE AND DISBURSEMENT OF ANY DONATED FUNDS ACCORDING TO THE DONORS' WISHES. THE DONORS' RESTRICTIONS ARE PUT IN WRITING WITH COPIES MAINTAINED IN THE ADVANCEMENT OFFICE, THE CONTROLLER'S OFFICE, AND THE FINANCIAL AID OFFICE, IF APPLICABLE. IF THE DONATION IS FOR GRANTS OR SCHOLARSHIPS TO BE DISTRIBUTED BY THE FINANCIAL AID OFFICE, THE FINANCIAL AID OFFICE MAINTAINS A SPREADSHEET OF GRANT TITLES AND RESTRICTIONS WHICH ARE UPDATED AS NEEDED. A PERMANENT ELECTRONIC FILE IS ALSO MAINTAINED. THE GRANTS OR SCHOLARSHIPS ARE "MATCHED" WITH AN ELIGIBLE RECIPIENT BY THE FINANCIAL AID OFFICE. THE FINAL STEP IN THE PROCESS IS A RANDOM AUDIT CONDUCTED ONCE A YEAR BY AN OUTSIDE AUDIT FIRM. NEED-BASED GRANTS WERE AWARDED TO WARREN WILSON COLLEGE STUDENTS BASED ON FAFSA (FREE APPLICATION FOR FEDERAL STUDENT AID) RESULTS. FAFSA RESULTS WERE NOT REQUIRED TO BE CONSIDERED FOR MERIT SCHOLARSHIPS, BUT MANY OF THESE DOLLARS WERE USED TO MEET THE FEDERAL DEFINITION OF "NEED." FOR CARES EMERGENCY GRANTS, AWARDS WERE BASED ON HAVING A VALID 2020-2021 FAFSA ON FILE WITH THE WARREN WILSON COLLEGE FINANCIAL AID OFFICE. THE COLLEGE ELECTED TO EQUITABLY SERVE THOSE CONSIDERED ELIGIBLE BY AWARDING THE SAME AMOUNT TO ALL DETERMINED AS ELIGIBLE. THE COLLEGE PROVIDED EXAMPLES OF EXPENSES RELATED TO THE DISRUPTION OF CAMPUS OPERATIONS DUE TO THE IMPACT OF THE CORONAVIRUS SUCH AS FOOD, HOUSING, COURSE MATERIALS, TECHNOLOGY NEEDS, HEALTH CARE OR CHILDCARE FOR WHICH THE FUNDS COULD BE UTILIZED. THE COLLEGE DID NOT REQUIRE FUNDS TO BE SPENT FOR A PARTICULAR PURPOSE THAT WOULD REQUIRE MONITORING AFTER THE GRANT FUNDS WERE AWARDED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 LYNN M MORTON | ||||||||||||||
| PRESIDENT AND EX-OFFICIO TRUSTEE | $220,053 | $0 | $0 | $0 | $3,168 | $0 | $2,250 | $0 | $27,364 | $0 | $252,835 | $0 | $0 | $0 |
| BELINDA BURKE | ||||||||||||||
| VP FOR ADMIN/FIN & CFO | $174,602 | $0 | $0 | $0 | $1,600 | $0 | $1,800 | $0 | $12,676 | $0 | $190,678 | $0 | $0 | $0 |
| JAY W ROBERTS | ||||||||||||||
| PROVOST & DEAN OF THE FACULTY | $155,531 | $0 | $0 | $0 | $773 | $0 | $1,650 | $0 | $13,044 | $0 | $170,998 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE COLLEGE PROVIDES HOUSING AND WEEKLY HOUSEKEEPING SERVICES TO THE PRESIDENT FOR THE CONVENIENCE OF THE EMPLOYER SO THAT THE PRESIDENT CAN PERFORM ESSENTIAL COLLEGE BUSINESS AND ACTIVITIES AT THE HOME. THESE AMOUNTS ARE NONTAXABLE COMPENSATION AND ARE REPORTED AS SUCH IN SCHEDULE J, PART II, COLUMN D. THE COLLEGE ALSO PROVIDES HOUSING TO THE DEAN OF STUDENTS FOR THE CONVENIENCE OF THE EMPLOYER SO THAT THE DEAN OF STUDENTS CAN PERFORM ESSENTIAL COLLEGE BUSINESS AND ACTIVITIES AT THE HOME. THESE AMOUNTS ARE NONTAXABLE COMPENSATION AND ARE REPORTED AS SUCH IN FORM 990, PART VII, COLUMN F. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $82,038 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TRUSTEES DAVID GREENFIELD AND CARLA GREENFIELD HAVE A FAMILY RELATIONSHIP. TRUSTEES STEVEN KEENER AND LATONYA CHAVIS KEENER HAVE A FAMILY RELATIONSHIP. TRUSTEES JESSICA BALL PERKINS AND JEFFREY T. PERKINS HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | KEY PERSONNEL AND TRUSTEES REVIEW THE FORM 990 BEFORE IT IS SIGNED, INCLUDING THE VP FOR ADMINISTRATION AND FINANCE/CFO, THE CONTROLLER, THE CHAIR OF THE STANDING AUDIT COMMITTEE AND THE CHAIR OF THE BOARD. THE FULL BOARD IS PROVIDED ACCESS TO THE PUBLIC DISCLOSURE COPY OF THE RETURN ON A PASSWORD-PROTECTED WEBSITE, WITH A NOTICE THAT THE FULL FILING COPY IS AVAILABLE FOR REVIEW IN THE CONTROLLER'S OFFICE. THIS IS DONE TO PROTECT DONOR INFORMATION WHILE STILL GIVING THE BOARD ACCESS TO ALL INFORMATION AS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE COLLEGE HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH SPECIFIES IN DETAIL THOSE CIRCUMSTANCES GIVING RISE TO A POTENTIAL CONFLICT OF INTEREST ON THE PART OF THE COLLEGE TRUSTEES. PURSUANT TO THIS POLICY, TRUSTEES MUST FILE AN ANNUAL REPORT SPECIFYING ANY RELATIONSHIPS OR ACTIVITIES WHICH MIGHT POSSIBLY CONSTITUTE A CONFLICT. THESE REPORTS ARE REVIEWED BY THE CHAIR OF THE AUDIT COMMITTEE AND THE CHAIR OF THE BOARD OF TRUSTEES. ANY ISSUES RAISED BY A SPECIFIC REPORT ARE RESOLVED ACCORDING TO THE PROCEDURES OUTLINED IN THE CONFLICT OF INTEREST POLICY. A SIMILAR POLICY FOR EMPLOYEES OF THE COLLEGE DEFINES CONFLICT OF INTEREST AND RELATED TERMS AND OUTLINES A PROCEDURE FOR DISCLOSURE, REPORTING, AND COMPLIANCE WITH THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT'S COMPENSATION PACKAGE IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS BASED ON AN ASSESSMENT OF MARKET COMPARABLES FOR SIMILAR POSITIONS AT SCHOOLS OF SIMILAR SIZE AND LOCATION. THE PRESIDENT APPROVES THE COMPENSATION PACKAGES FOR OTHER OFFICERS OF THE COLLEGE IN COORDINATION WITH HUMAN RESOURCES. THE BOARD WOULD APPROVE TOTAL COMPENSATION INCREASES AS PART OF THE ANNUAL BUDGET PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE COLLEGE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE AT THE DISCRETION OF MANAGEMENT. |
| FORM 990, PART XI, LINE 9: | CHANGE IN SPLIT-INTEREST AGREEMENTS -1,396,112. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN WILSON COLLEGE FOUNDATION LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9000 | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 288159000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474468713 | EIN |
| Primary Activities | RENTAL | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $14,703,318 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN WILSON COLLEGE | BusinessNameLine1Txt |