UNION UNIVERSITY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNION UNIVERSITY (EIN 62-0516509)
- Tax period
- 2020-08-01 to 2021-07-31
- Filed
- 2022-05-03
- IRS object ID
- 202201239349301225
- Schema version
- 2020v4.0
- 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 K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-03T12:27:44-05:00 | ReturnTs |
| Tax Period End | 2021-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 842519698 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOJA & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 531 | AddressLine1Txt |
| City | REIDSVILLE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30453 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620516509 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIO | BusinessNameControlTxt |
| Phone | 7316681818 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 UNION UNIVERSITY DRIVE | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICK TAPHORN | PersonNm |
| Person Title | CFO/VP BUS AFFAIRS | PersonTitleTxt |
| Phone | 7316681818 | PhoneNum |
| Signature | 2022-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICK | PersonFirstNm |
| Person Last | TAPHORN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVE MOJA | PreparerPersonNm |
| PTIN | P00747006 | PTIN |
| Phone | 3212589907 | PhoneNum |
| Preparation | 2022-05-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SAMUEL DUB OLIVER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 UNION UNIVERSITY DRIVE | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $102,279,913 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1925 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | UNION UNIVERSITY PROVIDES CHRIST-CENTERED EDUCATION THAT PROMOTES EXCELLENCE AND CHARACTER DEVELOPMENT IN SERVICE TO CHURCH AND SOCIETY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 1236 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $6,947,029 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,532,206 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $82,963,821 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $85,668,700 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$796,344 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,517,630 | CYInvestmentIncomeAmt |
| PY Other Revenue | $845,999 | PYOtherRevenueAmt |
| CY Other Revenue | $1,561,377 | CYOtherRevenueAmt |
| PY Total Revenue | $89,960,505 | PYTotalRevenueAmt |
| CY Total Revenue | $102,279,913 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $26,600,776 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $27,449,284 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $43,292,659 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $43,053,409 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $34,531 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $6,128 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $546,361 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,910,871 | PYOtherExpensesAmt |
| CY Other Expenses | $21,934,384 | CYOtherExpensesAmt |
| PY Total Expenses | $90,838,837 | PYTotalExpensesAmt |
| CY Total Expenses | $92,443,205 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$878,332 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,836,708 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $182,799,113 | TotalAssetsBOYAmt |
| Total Assets EOY | $196,250,850 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,564,442 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,740,814 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $159,234,671 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $174,510,036 | NetAssetsOrFundBalancesEOYAmt |
| Mission | UNION UNIVERSITY PROVIDES CHRIST-CENTERED EDUCATION THAT PROMOTES EXCELLENCE AND CHARACTER DEVELOPMENT IN SERVICE TO CHURCH AND SOCIETY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $74,999,455 | ExpenseAmt |
| Grant | $27,449,284 | GrantAmt |
| Revenue | $73,009,819 | RevenueAmt |
| Desc | UNION UNIVERSITY IS A PRIVATE, CHRISTIAN, FOUR-YEAR, COEDUCATIONAL, LIBERAL ARTS-BASED UNIVERSITY OFFERING BACHELOR'S, MASTER'S AND DOCTORAL DEGREES. FOUNDED IN 1823, UNION IS THE OLDEST INSTITUTION AFFILIATED WITH THE SOUTHERN BAPTIST CONVENTION. LOCATED IN JACKSON, TENNESSEE, UNION ALSO HAS EXTENSION CAMPUSES IN GERMANTOWN, MEMPHIS, AND HENDERSONVILLE, TENNESSEE. THE STUDENT BODY IS MADE UP OF 3,100 STUDENTS FROM 46 STATES AND 18 COUNTRIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,352,594 | ExpenseAmt |
| Revenue | $12,658,881 | RevenueAmt |
| Desc | HIGHER EDUCATION AUXILIARY ENTERPRISES SUCH AS STUDENT HOUSING AND MEAL PLAN SALES. RESIDENCE LIFE IS UNIQUELY ARRANGED IN APARTMENT-STYLE HOUSING, WITH THE VAST MAJORITY OF OUR HOUSING FEATURING A PRIVATE BEDROOM FOR EACH INDIVIDUAL STUDENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $83,352,049 | 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 | Yes (true) | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | 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 | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | 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 | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | 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 | 4123 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1236 | 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 | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 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 | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTER MARTIN | PersonNm |
| Phone | 7316615219 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 UNION UNIVERSITY DRIVE | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38305 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| SAMUEL DUB OLIVER | |||||||
| PRESIDENT & | 40.00 | Yes (X) | $368,550 | $0 | $49,585 | ||
| SHEILA MITCHELL | |||||||
| DEAN - PHARM | 40.00 | $205,324 | $0 | $31,589 | Yes (X) | ||
| GEORGE DEMAAGD | |||||||
| ASST DEAN, P | 40.00 | $159,334 | $0 | $43,864 | Yes (X) | ||
| KELLY HARDEN | |||||||
| DEAN, NURSIN | 40.00 | $175,365 | $0 | $15,939 | Yes (X) | ||
| JASON GARRETT | |||||||
| DEAN - BUSIN | 40.00 | $153,538 | $0 | $25,094 | Yes (X) | ||
| MARK STEVENS | |||||||
| ASST. DEAN, | 40.00 | $155,386 | $0 | $23,079 | Yes (X) | ||
| RICK TAPHORN | |||||||
| CFO/VP BUS A | 40.00 | Yes (X) | $123,565 | $0 | $24,303 | ||
| CHUCK BAKER | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| TRENT BULLOCK | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JAKE BYNUM | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BILL DEMENT | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JOSH DOUGAN | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JAMES FARMER | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| GIL FLETCHER | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| STEVE GAINES | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| NOE GARCIA | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| PEGGY GRAVES | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DAVID GUTHRIE | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| OMAR L HAMADA | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ROBYN AGEE HARI | |||||||
| VICE CHAIRMA | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| NORM HILL | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BRANDON JAMES | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ROD JAMES | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KYLAN MANN | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| WARREN NUNN | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ROD PARKER | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LISA ROGERS | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LINDA SHOAF | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DANNY SINQUEFIELD | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| HARRY SMITH | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BRIAN TAYLOR | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JUSTIN WAINSCOTT | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| CHERIE WILLIAMS | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| CHAD WILSON | |||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,341,062 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $213,453 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREATIVE DINING SERVICES | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ROYAL PARK DR | AddressLine1Txt |
| City | ZEELAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 494642243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | FOOD SERVICE | ServicesDesc |
| Compensation | $2,946,496 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,941,001 | RelatedOrganizationsAmt |
| Government Grants | $3,821,461 | GovernmentGrantsAmt |
| All Other Contributions | $5,769,744 | AllOtherContributionsAmt |
| Noncash Contributions | $9,200 | NoncashContributionsAmt |
| Total Contributions | $11,532,206 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $73,009,819 | $73,009,819 |
| AUXILIARY ENTERPRISES | 611710 | $12,658,881 | $12,658,881 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $85,668,700 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,517,630 | TotalRevenueColumnAmt |
| Exclusion | $3,517,630 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900004 | BusinessCd |
| Total Revenue Column | $1,561,377 | TotalRevenueColumnAmt |
| Exclusion | $1,561,377 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,561,377 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $102,279,913 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $85,668,700 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $5,079,007 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,449,284 | TotalAmt |
| Program Services | $27,449,284 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566,003 | TotalAmt |
| Program Services | $352,160 | ProgramServicesAmt |
| Management And General | $213,843 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,343 | TotalAmt |
| Program Services | $4,178 | ProgramServicesAmt |
| Management And General | $48,165 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,625,306 | TotalAmt |
| Program Services | $30,206,188 | ProgramServicesAmt |
| Management And General | $2,046,369 | ManagementAndGeneralAmt |
| Fundraising | $372,749 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,100,071 | TotalAmt |
| Program Services | $1,025,165 | ProgramServicesAmt |
| Management And General | $63,306 | ManagementAndGeneralAmt |
| Fundraising | $11,600 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,383,670 | TotalAmt |
| Program Services | $6,075,445 | ProgramServicesAmt |
| Management And General | $219,073 | ManagementAndGeneralAmt |
| Fundraising | $89,152 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,326,016 | TotalAmt |
| Program Services | $2,173,198 | ProgramServicesAmt |
| Management And General | $125,196 | ManagementAndGeneralAmt |
| Fundraising | $27,622 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,268 | TotalAmt |
| Management And General | $104,268 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,300 | TotalAmt |
| Management And General | $27,300 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,128 | TotalAmt |
| Fundraising | $6,128 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,018 | TotalAmt |
| Management And General | $238,018 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $967,568 | TotalAmt |
| Program Services | $674,432 | ProgramServicesAmt |
| Management And General | $293,136 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,054,369 | TotalAmt |
| Program Services | $305,920 | ProgramServicesAmt |
| Management And General | $748,449 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,355,007 | TotalAmt |
| Program Services | $1,972,256 | ProgramServicesAmt |
| Management And General | $3,379,834 | ManagementAndGeneralAmt |
| Fundraising | $2,917 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $852,045 | TotalAmt |
| Program Services | $831,676 | ProgramServicesAmt |
| Fundraising | $20,369 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,425,725 | TotalAmt |
| Program Services | $3,949,777 | ProgramServicesAmt |
| Management And General | $475,948 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $881,086 | TotalAmt |
| Program Services | $858,571 | ProgramServicesAmt |
| Management And General | $20,640 | ManagementAndGeneralAmt |
| Fundraising | $1,875 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,777 | TotalAmt |
| Program Services | $135,894 | ProgramServicesAmt |
| Management And General | $2,934 | ManagementAndGeneralAmt |
| Fundraising | $13,949 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $530,699 | TotalAmt |
| Program Services | $503,951 | ProgramServicesAmt |
| Management And General | $26,748 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,905,310 | TotalAmt |
| Program Services | $3,708,482 | ProgramServicesAmt |
| Management And General | $196,828 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,740 | TotalAmt |
| Management And General | $314,740 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| DINING HALL FOOD EXPENSES | $2,946,496 | $2,946,496 |
| BAD DEBT EXPENSE | $178,976 | $178,976 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,443,205 | TotalAmt |
| Program Services | $83,352,049 | ProgramServicesAmt |
| Management And General | $8,544,795 | ManagementAndGeneralAmt |
| Fundraising | $546,361 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,295,684 | BOYAmt |
| EOY | $10,673,653 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $838,413 | BOYAmt |
| EOY | $712,753 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,868,624 | BOYAmt |
| EOY | $1,561,455 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,579 | BOYAmt |
| EOY | $24,741 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,564 | BOYAmt |
| EOY | $227,921 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $213,228,742 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $90,335,520 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,929,089 | BOYAmt |
| EOY | $122,893,222 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,612,160 | BOYAmt |
| EOY | $60,157,105 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,799,113 | BOYAmt |
| EOY | $196,250,850 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,891,933 | BOYAmt |
| EOY | $4,270,859 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,790,284 | BOYAmt |
| EOY | $4,996,069 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,114,049 | BOYAmt |
| EOY | $11,231,660 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,477 | BOYAmt |
| EOY | $317,028 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,743,299 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $990,400 | BOYAmt |
| EOY | $925,198 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,564,442 | BOYAmt |
| EOY | $21,740,814 | 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 | $88,987,401 | BOYAmt |
| EOY | $92,536,250 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,247,270 | BOYAmt |
| EOY | $81,973,786 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,234,671 | BOYAmt |
| EOY | $174,510,036 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,799,113 | BOYAmt |
| EOY | $196,250,850 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,836,708 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,438,657 | NetUnrlzdGainsLossesInvstAmt |
| 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,916,067 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,554,562 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,842,050 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,947,029 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,532,206 | CurrentTaxYearAmt |
| Total | $33,791,914 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,916,067 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,554,562 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,842,050 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,947,029 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,532,206 | CurrentTaxYearAmt |
| Total | $33,791,914 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $33,791,914 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,435,491 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,074,421 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,443,070 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $689,304 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,517,630 | CurrentTaxYearAmt |
| Total | $8,159,916 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,418,873 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,028,038 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,560,377 | CurrentTaxYearAmt |
| Total | $4,007,288 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,926,714 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,410 | CurrentTaxYearMinus1YearAmt |
| Total | $1,941,124 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $47,900,242 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $253,692,105 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70550 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73930 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Total Easements | 2 | TotalEasementsCnt |
| Total Acreage | 659.52 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (true) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 110.00 | StaffHoursSpentEnforcementCnt |
| Section170h Rqr Stsfd | false | Section170hRqrStsfdInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $97,000 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,419,999 | BeginningYearBalanceAmt |
| Contributions | $927,745 | ContributionsAmt |
| Investment Earnings Or Losses | $9,916,660 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,627,879 | GrantsOrScholarshipsAmt |
| End Year Balance | $54,636,525 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,491,422 | BeginningYearBalanceAmt |
| Contributions | $829,780 | ContributionsAmt |
| Investment Earnings Or Losses | $1,549,926 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,451,129 | GrantsOrScholarshipsAmt |
| End Year Balance | $45,419,999 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,817,571 | BeginningYearBalanceAmt |
| Contributions | $598,151 | ContributionsAmt |
| Investment Earnings Or Losses | $2,155,683 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,079,983 | GrantsOrScholarshipsAmt |
| End Year Balance | $44,491,422 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,525,231 | BeginningYearBalanceAmt |
| Contributions | $620,880 | ContributionsAmt |
| Investment Earnings Or Losses | $2,557,978 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $834,272 | GrantsOrScholarshipsAmt |
| End Year Balance | $42,817,571 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,056,706 | BeginningYearBalanceAmt |
| Contributions | $639,663 | ContributionsAmt |
| Investment Earnings Or Losses | $2,974,781 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,145,919 | GrantsOrScholarshipsAmt |
| End Year Balance | $40,525,231 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.93000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,331,581 | OtherCostOrOtherBasisAmt |
| Book Value | $19,331,581 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $156,587,768 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,475,151 | DepreciationAmt |
| Book Value | $100,112,617 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,197,083 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,860,369 | DepreciationAmt |
| Book Value | $3,336,714 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $112,310 | OtherCostOrOtherBasisAmt |
| Book Value | $112,310 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $122,893,222 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| STUDENT DEPOSITS | $406,420 |
| ANNUITIES PAYABLE | $324,606 |
| DEPOSITS HELD FOR OTHERS | $194,172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $925,198 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $80,269,286 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,438,657 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $5,438,657 | RevenueNotReportedAmt |
| Revenue Subtotal | $74,830,629 | RevenueSubtotalAmt |
| Other Revenues Not Included | $27,449,284 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $27,449,284 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $102,279,913 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $64,993,921 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $64,993,921 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $27,449,284 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $27,449,284 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $92,443,205 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 1, PART II, LINE 5 | THE UNIVERSITY HAS A WRITTEN POLICY REGARDING THE PERIODIC MONITORING, INSPECTION, HANDLING OF VIOLATIONS, AND ENFORCEMENT OF THE CONSERVATION EASEMENTS IT HOLDS. |
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE ENDOWMENT FUNDS OF THE UNIVERSITY CONSIST PRIMARILY OF INDIVIDUAL DONOR-RESTRICTED FUNDS THAT ARE ESTABLISHED FOR A VARIETY OF PURPOSES, PRIMARILY TO FUND STUDENT SCHOLARSHIPS AND ACADEMIC PROGRAMS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH THESE FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OF DONOR- IMPOSED RESTRICTIONS. THE UNIVERSITY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ARE DESIGNED TO PROVIDE A STREAM OF FUNDING FOR SCHOLARSHIPS AND PROGRAMS SUPPORTED BY THESE FUNDS, WHILE SEEKING TO PERPETUALLY MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT FUNDS. |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | SCHOLARSHIPS 27,449,284 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | SCHOLARSHIPS 27,449,284 |
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 | UNION UNIVERSITY DOES NOT DISCRIMINATE ON THE BASIS OF RACE, RELIGION, GENDER, NATIONAL ORIGIN OR DISABILITY IN THE ADMISSION AND PROGRESSION OF STUDENTS. THE UNIVERSITY ADHERES TO A COMMUNITY VALUE STATEMENT AND EXPECTS ALL STUDENTS AND EMPLOYEES TO COMPLY WITH THE VALUES OF THE UNIVERSITY. |
| SCHEDULE E, LINE 6 | STUDENTS AT UNION UNIVERSITY RECEIVE FEDERAL STUDENT AID FROM THE DEPARTMENT OF EDUCATION'S TITLE IV PROGRAM. |
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 | SCHOLARSHIPS | GrantTypeTxt |
| Cash Grant | $27,449,284 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 4, PART IV | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY AWARDS SCHOLARSHIPS AND GRANTS TO STUDENTS ENROLLED IN ITS PROGRAMS. SCHOLARSHIPS AND GRANTS ARE AWARDED TO STUDENTS BASED ON NEED AS DETERMINED BY THE FAFSA, AS WELL AS PERFORMANCE IN ACADEMICS, LEADERSHIP, MUSIC, THEATRE AND ATHLETICS. TO BE CONSIDERED FOR SCHOLARSHIP ASSISTANCE, STUDENTS MUST APPLY FOR ADMISSION, SUBMIT ACADEMIC TRANSCRIPTS OF PRIOR EDUCATIONAL WORK AND SUBMIT TEST SCORES (ACT/SAT/CLT). FOR GRANT CONSIDERATION STUDENTS MUST ADDITIONALLY SUBMIT THE FAFSA. SCHOLARSHIPS AND GRANTS ARE RENEWABLE BASED ON MEETING PUBLISHED ACADEMIC REQUIREMENTS. STUDENT PROGRESS IS MONITORED TO ENSURE THEY EARN A MINIMUM NUMBER OF CREDITS AND A MINIMUM GPA EACH ACADEMIC YEAR IN ORDER TO MAINTAIN ELIGIBILITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 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 (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|
| SAMUEL DUB OLIVER | |||
| PRESIDENT & CEO | $368,550 | $49,585 | $418,135 |
| SHEILA MITCHELL | |||
| DEAN - PHARMACY | $205,324 | $31,589 | $236,913 |
| GEORGE DEMAAGD | |||
| ASST DEAN, PHARMACY | $159,334 | $43,864 | $203,198 |
| KELLY HARDEN | |||
| DEAN, NURSING | $175,365 | $15,939 | $191,304 |
| JASON GARRETT | |||
| DEAN - BUSINESS | $153,538 | $25,094 | $178,632 |
| MARK STEVENS | |||
| ASST. DEAN, PHARMACY | $155,386 | $23,079 | $178,465 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| HEALTH EDUC HSING FAC BD 2010A | |||||||
| A | 621209535 | 2010-03-31 | $14,650,000 | REFUNDING AND CONSTRUCTION | false | false | false |
| HEALTH EDUC HSING FAC BD 2009B | |||||||
| B | 621209535 | 2009-12-22 | $9,000,000 | CONSTRUCTION | false | false | false |
| HEALTH EDUC HSING FAC BD 2010B | |||||||
| C | 621209535 | 2010-12-17 | $6,000,000 | REFUNDING | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|
| A | false | false | Yes (true) | Yes (true) |
| B | false | false | Yes (true) | Yes (true) |
| C | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | Yes (true) |
| B | false | false | false | false | false | false | Yes (true) |
| C | false | false | false | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | false | false | Yes (true) |
| B | false | false | false | false | Yes (true) | false | false | false | Yes (true) |
| C | false | false | false | false | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | false |
| B | false |
| C | false |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PURPOSE OF ISSUE DESCRIPTION | HEALTH EDUC HSING FAC BD 2010A REFUNDING AND CONSTRUCTION |
| PURPOSE OF ISSUE DESCRIPTION | HEALTH EDUC HSING FAC BD 2009B CONSTRUCTION |
| PURPOSE OF ISSUE DESCRIPTION | HEALTH EDUC HSING FAC BD 2010B REFUNDING |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $29,275 | CashGrantAmt |
| Type Of Assistance | SCHOLARSHIPS | TypeOfAssistanceTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| SUSIE OLIVER | |||
| FAMILY OF PRES. | $39,124 | EMPLOYEE WAGES | false |
| CALLIE BEARDEN | |||
| FAMILY OF PRES | $13,219 | EMPLOYEE WAGES | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM AND REVIEWED BY MANAGEMENT PRIOR TO FILING. THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | TRUSTEES AND OFFICERS OF THE OF THE ORGANIZATION ARE SURVEYED ANNUALLY TO DISCLOSE AND DESCRIBE ANY CONFLICTS OF INTEREST IN WRITING. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE COMPENSATION PROCESS IS DIRECTED AND COMPENSATION DECISIONS ARE REVIEWED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. COMPARISONS ARE MADE WITH PUBLISHED SURVEYS AND OTHER REGIONAL AND NATIONAL INDEXES, AS WELL AS OTHER SOURCES OF COMPARABLE INFORMATION. THE PROCEEDINGS ARE DOCUMENTED IN COMMITTEE MINUTES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE IRS 990 AND OTHER INFORMATION FOR WHICH DISCLOSURE IS REQUIRED IS MADE AVAILABLE TO THE PUBLIC ON AN AS-REQUESTED BASIS. |
| FORM 990, PART XI, LINE 9 | SCHOLARSHIPS -27,449,284 SCHOLARSHIPS 27,449,284 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION UNIVERSITY FOUNDATION LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 UNION UNIVERSITY DR | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Domicile State | TN | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |